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Cloveer 8a Application Accelerator Logo

 

The Cloveer 8(a) Application Accelerator tool will dramatically simplify the task and reduce the time it takes to complete your SBA 8(a) Application!

 

checkmark img Our 8(a) Application Accelerator tool walks you step-by-step through completing and preparing every area of your SBA 8(a) Application.

 

checkmark img It guides you through preparing and completing both the electronic 8(a) application and all of the required supporting documents, including every SBA Form, attachment, enclosure and supporting document required to be prepared, completed or provided based upon your unique business circumstances.

 

checkmark img Along the way it helps you determine, who within your business must provide and complete each item, exactly what must be included, tips for ensuring 8(a) program compliance and all issues to avoid.

 

checkmark img Over two dozen samples and templates are included to take the guesswork out of what is required including the two year waiver, letters of reference, the economic and social narratives, stock certificates, bylaws, operating agreements, balance sheets and income statements, operating agreements, history of the business, meeting minutes, org charts, contract listings, resumes and more...

 

checkmark img It shows you how to properly organize your 8(a) Application. Every area within your SBA (8a) Application will be identified and organized using the exact format the SBA wants it provided in, so the SBA can find everything needed to review and approve your SBA 8(a) Application fast.

 

checkmark img Choose from three affordable options: (1) $129.00, regular version. (2) $279.00 regular version plus 2 hours of one-on-one professional consulting; or (3) $749.00, regular version plus our express application review service for an added assurance your 8(a) Application is prepared properly and meets all of the 8(a) Program requirements before submitting to the SBA.

 

Purchase now and get instant access to everything below. If you have a question while completing your SBA 8(a) application, just call or email us since the 8(a) Application Accelerator comes with free unlimited online and telephone support and advice.


8a Application Accelerator Overview

 

1. A Brief Overview of the 8(a) Accelerator Tool - How to use the Software.
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Important Reference Documents:

sep imgCFR 124 - 8a Regulations
sep imgCFR 121 - Small Business Size Regulations
sep img8(a) Application Reviewer SOP
sep imgSBA Size Standards

 
step 1 - Getting Started
 

1. How to Organize your 8(a) Application Properly
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8a Application Separator Sheets
download imgDownload

 

Application Cover Sheet
download imgDownload

 

         
Step 2 - The 8a Electronic Application
 

1. What is the SBA 8(a) Electronic Application and How to Begin the Application Process
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How to register for your SBA General Login System (GLS) Account
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How to apply for a Dun and Bradstreet (DUNS) Number (If needed)
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2. Completing the SBA Authorization Form
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How to find your Unique SBA Customer Number
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3. Complete the SBA Form 1010, Business Information - Section 1 - Business Profile
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Complete the SBA Form 1010, Business Information - Section 2 - Business Management and Administration

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Preparing the Two (2) Year Waiver/Potential for Success Waiver
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Sample 2 Year Waiver
download imgDownload

 

Letter of Reference Template
download imgDownload

 

 

 
 

4. Complete the SBA Form 1010, Individual Information
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Preparing and Writing your Required Narrative Statement of Economic Disadvantage

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Sample Economic Disadvantage Narrative
download imgDownload
(Samples included for Hispanic, Black American, Native American, Asian American and Subcontinent Asian American)

 

Preparing and Writing the Narrative Statement of Social Disadvantage (If required)
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4:43

 

Sample Social Disadvantage Narrative

download imgDownload
(Samples included for Caucasian Female and Service Disabled Veteran)

 

 

5. Complete the SBA Form 1623, Certification Regarding Debarment, Suspension, and Other Responsibility Matters Primary Covered Transactions
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6. Complete the SBA Form 1790, Representatives Used and Compensation Paid for Services in Connection with Obtaining Federal Contracts
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7. Complete the SBA Form 912, Statement of Personal History
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8. Complete the SBA Form 413, Personal Financial Statements

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Adjusted Net Worth Calculator
link img Link

 

 

 

9. Complete the SBA Form 4506-T, Request for Tax Transcript - Business
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10. Complete the SBA Form 4506-T, Request for Tax Transcript - Personal
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11. Previewing the Draft Version of your 8(a) Electronic Application - What to Look for to ensure completness

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Step 3 - The Supporting Documents
 

1. Stock Certificates and the Stock Ledger (if required)
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Stock Certificate and Stock Ledger Template
download imgDownload

 

Stock Purchase Agreement Template
download imgDownload

 

Membership Interest Purchase Agreement Template
download imgDownload

 


 

2. Prepare a Community Property Transmutation Agreement (If required)
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Community Property Transmutation Agreement Template
download imgDownload

 

3. Where to get a Certificate of Good Standing and How to Make Sure it will be Accepted
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4. Business Financial Statements - Balance Sheets and Profit and Loss Statements
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Sample Balance Sheet and Income Statement
download imgDownload


 

5. Business Concern Tax Returns
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NAICS Code Explanation Letter
download imgDownload



 

6. Statement of Bonding Limit (if required)
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7. Insurance for Business Concern
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8. Articles of Formation (Articles of Incorporation/Articles of Organization/Partnership Filing)
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9. Bylaws/Operating Agreement/Partnership Agreement
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SBA Compliant Bylaws
download imgDownload

SBA Compliant Operating Agreement
download imgDownload

 

SBA Compliant Partnership Agreement
download imgDownload

 


 
 

10. Meeting Minutes (LLC and Corporations)
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Corporation Shareholder and Board of Directors Meeting Minutes Templates
download imgDownload

 

LLC Member Meeting Minutes Templates

download imgDownload

 


 

11. Organizational Chart
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Organizational Chart Template
download imgDownload

 


 

12. Fictitious Business Name Filing
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13. Bank Signature Cards
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14. Business and Special Licenses
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15. Loan Agreements/Lines of Credit and Shareholder Loans
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Promissory Note Template
download imgDownload

 


 
 

16. History of the Business
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History of the Business Template

download imgDownload

 

 

17. Lease Agreements
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Home Office Use Explanation Letter
download imgDownload

 

18. List of Contracts/Invoices and Reference Letters

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Contract Listing Template
download imgDownload

 


 
 

19. Resumes
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Sample Resume

download imgDownload

 

 

20. Personal Tax Returns for Individuals
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21. Fingerprint Card/Arrest Information
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Step 4 - Submitting your 8a Application  
 

1. How to submit your 8(a) Application including all final Instructions & what to expect next
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