User Guide: 8(a) Entity-Owned Annual Review

User Guide: 8(a) Entity-Owned 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. All of the 8(a) Annual Review questions are relevant for entity-owned program participants, except for the economic disadvantage section pictured below. You will be required to answer all questions, but you can enter $0 for all economic disadvantage questions and SBA will only review the relevant sections of your annual review.

 

  • Entity-Owned questions

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Basic Eligibility

 

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Eligibility Review - Except Highest Compensated

 

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Contributor - Eligibility Review

 

 

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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

 

 

  • Individually-Owned questions

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Economic Disadvantage
  1. You will also received a supplemental request for information from your assigned BOS asking for the firms benefits report in accordance with 13 CFR 124.604.

 

  1. After you complete the questionnaire, you will need to upload documents to support your review. Plese upload a blank document in response to requests for economic disadvantage documents.

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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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