User Guide: 8(a) Annual Review

User Guide: 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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