• 5322 Primrose Lake Circle, Suite B, Tampa, FL 33647
  • (813) 333.5800
  • info@cloveer.com

Self Prepared Full 8(a) Application Review

Have you attempted to prepare your 8(a) Application on your own but are unsure whether or not it meets all of the SBA 8(a) Program requirements.

Our Full 8(a) Application Review service will ensure that your self-prepared 8(a) Application is prepared properly and will save you the agonizing delays and potential for denial.  With thousands of successful 8(a) Applications reviewed, our Full 8(a) Application Review Service is what you are looking for.

8(a) Application Review Service Faqs

What is the service and who should consider it?

This service is designed for the small business owner who has attempted to prepare their own 8(a) Application and needs an expert to review it to ensure it has been properly prepared. We work one-on-one with you to review  your 8(a) Application paperwork.

We are experienced at solving complex 8(a) application show stoppers. Whether you are a 100% minority owned firm with multiple years in business or a firm that has multiple owners or non-minority owners with a track record of less than two years in business, we have the knowledge and expertise to prepare your 8(a) Application.

We review your entire 8(a) Application. This includes thoroughly reviewing every item that will be required for your unique 8(a) Application. We will alert you of any missing items, identify any potential eligibility issues along with definitive solutions to get around them, if possible, and work one-on-one with you to finalize the 8(a) Application to be submitted to the SBA.

Request a Service Agreement

What to expect when you sign up for this service?
Upon engaging us for the Full 8(a) Application Review service, we will request that you to upload us a copy of your self-prepared 8(a) Application documentation in the electronic format requested by the SBA. See https://certify.sba.gov/8a-docs for information on how to prepare your electronic documents for submission.

First, we ensure your 8(a) Application is organized into the preferred format that the SBA wants to receive it in. The purpose of this organization is to speed the review process when your 8(a) Application is submitted to the SBA for review.

Next, we will thoroughly review every item and document within your 8(a) Application paperwork in great detail.

At the conclusion of our initial review we provide you with a detailed progress report. This progress report will identify the following:

  • If you have any 8(a) program eligibility issues and provide you a definitive solution to overcome them, if possible.
  • A list of all items you provided along with whether there are any areas within each item that needs to be addressed to prevent possible questions or issues that will be brought up by the SBA.
  • A list of all items that are missing which are required by the SBA within your unique 8(a) Application. We request that these items be forwarded to us for review so further analysis can be made on whether there are any issues that need to be addressed to prevent possible questions by the SBA.
We review the entire 8(a) Application including the online and paper/supporting document portions, including all required SBA forms and attachments. We also review the required 2 year waiver, if needed and the narrative statement of social disadvantage, if required.
Should any changes to your documents be required, we will identify the required changes and can even prepare or make changes to your documentation at no additional charge on your behalf in most cases.

Every item and area within your 8(a) Application will be identified, noted as applicable or not applicable and separated accordingly so your SBA reviewer can easily review your 8(a) Application.

At the conclusion of the service you will have a complete copy of your 8(a) Application ready to be submitted to the SBA. All signature locations will be noted and instructions on where to submit your 8(a) Application and what to expect next will be detailed.

Even after you submit your 8(a) Application, we can provide ongoing support to any SBA request for additional information at a mutually agreed upon additional fee.

What type of Information will need to be collected and provided to the SBA?

Keep in mind that each 8(a) Application is unique and document requirements vary for each 8(a) Application. Below is a typical list of items that will need to be included within your application:

  • 1040 Federal ONLY tax returns (last three filing years) including all schedules, attachments, W-2s, 1099's and proof of payment for any tax owed for each 8(a) Applicant and anyone else who owns more than 10% interest in the business or who is considered a key officer, employee or director.
  • Business Federal tax returns including all schedules and attachments for the last three filing years, or as many as you have been in business, if less than 3 years.
  • Balance Sheet, Income Statement, A/P and A/R aging statements no older than 30 days old and also for the last three years. Please note, your financial statements must be prepared either on an income tax basis or be GAAP compliant.
  • A resume for each 8(a) Applicant and any other key officer, employee, director or 10% or more owner.
  • A Detail listing of and copies of current and past federal and non-federal contracts and invoices for the last two completed fiscal years
  • At least 2-3 letters of reference from current and/or past clients
  • A current certificate of good standing (required for Corporations and LLC's only)
  • Stock certificates/Stock ledger (Corp), Membership Certificates/ledger(LLC).
  • Articles of Incorporation/Organization/Partnership filing/DBA Filing
  • Bylaws, Operating Agreement or Partnership Agreement
  • Stockholder/Board or Member Meeting minutes (organization and last two years)
  • Organization chart
  • Business bank signature cards
  • Copies of all business and special licenses
  • Copies of any business loan agreements
  • A brief history of the business (A worksheet will be provided to assist with this item)
  • A copy of the lease agreement for business. If you operate out of your home, we will prepare a letter of explanation to the SBA.
  • Copy of your current business insurance declaration
  • Copies of personal financial statement supporting statements (banks statements, IRAs, Mortgage, Deeds, Home Owners Insurance, Credit Cards, etc.)
What happens if you don't have some of the required items?

We will provide you approved worksheets, samples, and templates that assist in collecting and developing some of the information requested. If you do not have a balance sheet or income statement for your business, we can assist in the creation of these for you too, for an additional fee.

How long does it typically take to review the 8(a) Application?

It typically takes a minimum of 2 business days to perform the initial review of your 8(a) Application documentation, although this time frame can be shorter or longer depending on the degree of complexity of your 8(a) Application.

Total review time depends on how complete your 8(a) Application is and how many times we need to perform additional reviews.

A typical 8(a) Certification Application is several hundred pages in length and can be more than 4 inches thick when submitted to the SBA. It takes time to properly compile, complete and review all of your documentation.

How long does it typically take to get 8(a) Certified once the 8(a) Application is submitted?

Once you submit your 8(a) Application to the SBA for review, you will typically receive an email within 2 business weeks that identifies your SBA reviewer. Your SBA reviewer, may at this time, request additional information to answer any questions they may have. We can provide ongoing support to any SBA request for additional information at a mutually agreed upon additional fee. Once the SBA has determined that your 8(a) Application is deemed complete, it will take approximately 90 days to be notified of a decision by the SBA.

What is the total cost for the Full 8(a) Application Review?

Our 8(a) Application Review Service fee is: $1,900.00.

This is payable in two installments. (1) The first installment is paid at the time of the start of your 8(a) Application Review engagement. (2) The final balance is due either 30 days after engagement or upon completion, which ever comes first.

We accept Visa, MasterCard, American Express, Discover and Checks for payment.

Request a Service Agreement
Do you have any references I can contact?

You can view our list of client testimonials and call any of our clients.

View 8(a) Program Frequently Asked Questions

$1,900 - Fixed Price Fee