Categories: Contracting Services
SBA 8(a) certification and 8(a) application consulting assistance

Sams Contracting Consulting and Training provides 8(a) certification application consulting assistance to help small minority and women owned businesses to obtain the SBA's 8(a) certification.

8(a)Program Overview
You may be aware of the SBA's 8(a) program, which is a 9-year program designed to assist companies in their ability to compete for federal contracts where the majority owner(s) are both socially and economically disadvantaged. Participation in the program is divided into two phases over nine years: a four-year developmental stage and a five-year transition stage. In addition, 8(a) participants may take advantage of specialized business training, counseling, marketing assistance, and high-level executive development provided by the SBA and their various resource partners. 8(a) firms can also be eligible for assistance in obtaining access to surplus government property and supplies, SBA-guaranteed loans, and bonding assistance for being involved in the 8(a)program.
8(a) Program Benefits
  • Ability to receive sole source awards up to $4,000,000.
  • Ability to compete for those opportunities that are set-aside for 8(a) certified firms only.
  • Ability to enter into the SBA's Mentor-Protege Program to be mentored by a more established company that can also serve as your joint venture partner to pursue larger opportunities.
  • Mentor - Protege Program
    The Mentor-Protege component of the 8(a) program affords your firm the opportunity to joint venture with a large or more established business who can serve as your mentor, which will allow you to compete for even larger and more complex solicitations where you can combine the resources, qualifications, and past performance references of both firms in the proposal in order to be more competitive. In this regard, Sams Contracting Consulting and Training provides timely and expert assistance at an affordable price to help companies obtain their 8(a) certification.
    8(a) Program Eligibility Criteria
  • Majority owner(s) must be socially disadvantaged based on ethnicity (minorities), gender (female), etc.
  • Majority owner(s) must be economically disadvantaged, meaning they possess a net-worth that does not exceed $250,000 (or $500k if married) excluding equity in the primary residence, equity in retirement accounts, and equity in the business.
  • Must be in business for a minimum of two years and can show two tax returns (requirement is waiverable).
  • Majority owner(s) must be able to show experience/education in the company's industry in order to manage and control the firm.
  • Majority owner(s) must possess the license/certification required to operate the business if required (i.e. electrical license, etc.).
  • It is recommend that the majority owner(s) devote full time to the business and not have outside employment (should not be employed by another company in the same industry).
  • It is recommended that no more than 50% of the company's income be derived from one non-governmental customer in order to show economic independence.
  • Majority owner(s) and the company must not have delinquent federal taxes, or at least be able to show that a payment plan with the IRS has been established.
  • It is recommended that the majority owner(s) not have filed bankruptcy in the past 7 years.
  • It is recommended that the majority owner(s) not have been recently arrested and convicted of a felony.
  • If the majority owner(s) own other businesses, those businesses will be deemed as "affiliated companies." When the revenue amounts and number of employees of these other businesses are added to the amount of revenue and number of employees of the firm applying for the 8(a) program, the revenue amounts and the number of employees must not exceed the size standard of the applicant firm's primary NAICS code.
  • Required Documents

    Batch #1
  • Copy of insurance Policy
  • Copies of any licenses required to do business (electrician’s license, plumber’s license, engineers license)
  • Owner(s)' Resume (for all owners)
  • Organizational Chart
  • 1 Page summary regarding the company reflecting when the company was started, the owners of the company, the company’s capabilities (products and/or services sold), and a description of the firm's customers
  • Notarized form (in the SBA's GLS system)

  • Batch #2
  • List of contracts for past two years consisting of contract number, customer name, contract value, etc.
  • Loan paperwork (if you’ve received a SBA loan or line of credit)
  • Signature card from bank
  • Any information or documentation related to arrests or criminal charges
  • Your birth certificate or unexpired passport (for all owners)
  • Transmutation agreement (if owners are married)

  • Batch #3
  • Company Organizational Documents Based On Organizational Structure:
  • LLCs: Certificate of Formation, Operating Agreement and All Amendments.
  • Corporations: Articles of Incorporation, By-Laws and All Amendments, All Cancelled and Current Stock Certificates, Stock Certificates, Stock Ledger, Meeting Minutes for the Past 3 Years.
  • Must include current franchise account status certificate from Secretary of State

  • Batch #4
    Personal financial statement for all owners and spouses and supporting documentation to include:
  • Home mortgage paperwork reflecting purchase price of home, monthly payment, and account number
  • Copy of current bank account statement showing amount in checking and savings
  • Copies of each credit card statement showing balance
  • A printout showing all non-retirement account related stocks owned and current stock balance
  • Statement showing outstanding accounts receivables/accounts payable
  • Payroll records for the current year and last year showing the amount paid to each employee
  • Copies of any retirement account statements showing balance
  • Paperwork showing the terms and conditions and plan information for retirement accounts

  • Batch #5
  • 3 Years of Business Tax Returns and all W2s and 1099s
  • 3 Years of personal Tax Returns (all owners) and all W2s and 1099s
  • 3 Years of financial statements (profit and loss and balance sheets)
  • YTD current profit and loss statement (within the past 60 days)
  • Business lease agreement
  • If the owners own other companies as well, please provide the last three years of tax returns, W2s and 1099s for each
  • 8(a) App. Process In 5 - Steps

    1: PREQUALIFICATION PROCESS
    SCCT will work with the client to determine if the firm qualifies for the 8(a) program. Questions asked to determine eligibility will be along the lines of: Social and Economic Disadvantage, Company Financial History for the past 2 years, Owner's Outside Employment/ Other Businesses, Unpaid Taxes, and Criminal History.
    2:  SUPPORTING DOCUMENTATION GATHERING
    The client will be provided with a checklist developed by SCCT containing requested documentation to be included in the hard copy application(our checklist contains items that are not listed in the SBA’s checklist).
    3: PREPARATION OF ELECTRONIC APPLICATION
    SCCT will prepare the company’s Electronic Application Offer using the information provided by the client.
    4: SUBMISSION OF APPLICATION
    Upon gathering all requested documentation, SCCT will perform a quality assurance review of the documentation to identify and correct any errors that could delay the certification process. After the completion of the review, and making required changes, SCCT will submit both the electronic and hard copy applications.
    5: RESPOND TO CLARIFICATION REQUESTS UNTIL RECEIPT OF CERTIFICATION
    Often times, the SBA will request additional information or clarification regarding submitted documentation. In this case, SCCT will work with the client to prepare a comprehensive response letter addressing each item for continued consideration as an 8(a) applicant. SCCT will continue to assist in this capacity until all concerns have been addressed, and the client is awarded the 8a certification.

    PROPOSED INVESTMENT: A La Carte Services:

    • 8(a) Initial Application Development : $2,975
    • 8(a) Application Review: $1,500
    • Social & Economic Disadvantage Narrative (if needed): $550
    • 8(a) Clarification Response Letter Package As Required By The SBA: $450
    • 1010c Business Plan After Approval (We Do All The Writing!): $950


    • PROPOSED INVESTMENT:Packaged 8(a) Application Support

      • 8(a) Turnkey Application Support: $4,000 ($2,000 due upon execution, $2,000 due upon submission)
      • Includes Social & Economic Disadvantage Narrative
      • Includes All Required 8(a) Clarification Response Letters
      • Includes 1010c Business Plan After Approval

    PERIOD OF PERFORMANCE:

    Upon receipt of the requested documentation from your company, SCCT will be able to complete your entire 8(a) application on your behalf in 1-2 weeks. The SBA is currently taking approximately 6-9 months to screen, evaluate, and award the 8(a) certification from the date of initial submission.

    Here Are Some Of Our References Whom We've Successfully Assisted To Obtain Their 8(a) Certification:


    Mr. Aaron Sams - Owner


    Phone: 210-788-1034
    E-mail: aaron@samscct.com
    SBA 8(a) Application Prequalifiation Checklist