User Guide: 8(a) Annual Review

User Guide: 8(a) Annual Review

NOTE: If you transitioned from an existing platform (VOSB/WOSB/HUBZone/Certify) to MySBA Certifications, refer to the Business Information Guide. You must complete that application PRIOR to submitting your 8(a) Annual Review.

  1. When you log in to your MySBA Certifications account, go to your dashboard. Click the Manage Certifications button. A pop-up will appear with multiple options, click the 8(a) Annual Review to start your review.

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  1. Next you will see the Questionnaire cards that you will need to complete.

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  1. Based on the card, you’ll be asked the following questions.

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Basic Eligibility

 

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Eligibility Review

 

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Contributor - Eligibility Review

 

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Contributor - Economic Disadvantage

 

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Business Development

 

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Business Plan - Executive Summary

 

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Business Plan - Description

 

 

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Business Plan - Staffing

 

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Business Plan - Capital Contract

 

 

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Business Plan - External Support

 

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Business Plan - Contracting Goals

 

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Business Plan - Marketing Strategy

 

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Business Plan - SWOT

 

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Business Plan - Additional Information

 

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Business Plan - Capability Statement

 

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Business Plan - BAT

 

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Business Plan - Capital & Eligibility

 

 

  1. After you complete the questionnaire, you will need to upload documents to support your review.

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Document Upload (Required Documents may differ based on user’s answers)
  1. If your review requires contributor input, you’ll need to send invitations.

Important: If you make a change after sending invitations, and contributors have already started their part, they’ll need to start over with a new invitation.

If no contributor input is needed, click Next to go to the Sign and Submit page.

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  1. On the Sign and Submit page: Read the privacy statements. Click Next. Review your information, then sign and submit your change.

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