Part 5: 8(a) Annual Review Documents

Part 5: 8(a) Annual Review Documents

The following are documents that might be uploaded during an 8(a) Annual Review.

Application Section

Document Type

Application Section

Document Type

Eligibility Review

SBA Form 1790

Contributor - Eligibility Review

Non-commercial Loans

Other Agreements

Proof of Payment Plan

Evidence of Deferred Payment Status

Transmutation Agreement

Spousal Separation Agreement

 

 

 

 

Contributor - Economic Disadvantage

Personal Tax Returns - Form 1040

Personal Tax Returns - Form 4506T

IRS Verification of Non-Filing

Wage & Tax Statements - Form 1099

Wage & Tax Statements - Form 480 (Puerto Rico)

Wage & Tax Statements - W-2

Income Letter of Explanation

Proof of Payment Plan

Other Tax document

Business Plan - Staffing

Resume

Organizational Chart

 

 

 

 

Business Plan - Capital Contract

Business Tax Returns - Form 1120

Business Tax Returns - Form 1120S

Business Tax Returns - Form 1065

Business Tax Returns - Form 480 (Puerto Rico)

Business Tax Returns - Schedule K-1

Other Tax document

Forecasted Income Statement

Cash Flow Statement

Capital Expenditure Budget

Business Plan - Contracting Goals

Contracts Worksheet

Business Plan - Marketing Strategy

Business Marketing Plan

Business Plan - Capability Statement

Capability Statement

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