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:


    • Aaron has a excellent outlook on his profession.As a Project manager, his leadership skills and communication abilities inspire confidence and commitment to task completion. He has been instrumental in helping my business achieve its goals. Without his expertise my business would not have been table to achieve the growth that we are currently experiencing. His positive attitude and organizational skills make him a tremendous asset to any organization.  I Highly recommend Mr Sams!

      Mr. Joshua Graves: President at U.S. Got People
    • “Aaron is an amazing coach and very supportive. While working together I was able to learn so much from him such as the importance to stay organized when submitting the SDVOSB certification application to the VA. Overall I had an incredible experience working with him and look forward to continuing our professional partnership and apply what I've learned!”
      Chris Holman, President - TrueView Logistics
    • Sams Contracting Consulting and Training did a phenomenal job with assisting my company with becoming a VA Certified SDVOSB. Using them again for another certification, will recommend them to anyone wishing to obtain business certifications.
      Lavonda St Clair, Data, Logistics and Security Solutions
    • I can't say enough good things about Aaron and his team. They did a great job explaining the process, holding our hand, and making sure we got it done. There are a lot of people out there claiming they can get you on schedule. Aaron gets it done.
    • We selected Aaron Sams to assist with our business plan, in which he demonstrated professionalism, the know-how, and the understanding of the importance of having a business plan. We could not be more pleased with his services.

      Iris Luna: Owner at Proficient Constructors, LLC
    • Aaron is a phenomenal asset to anyone looking to set their business up for working with the government. His knowledge and understanding of business relevant local, state and federal certifications and inner workings is invaluable. Thank you Aaron, I'm sure you'll succeed in all of your future endeavors.

      Orlando Padilla -Partner at Nomotion Software LLC
    • Holmes & Company hired Sams Contracting Consulting and Training for the turnkey completion and submission of our firm's PSS schedule. Mr. Sams was able to expertly guide us through the process of preparing our pricing, our past performance, and our technical responses to be able to submit our offer in a timely manner. Additionally, Mr. Sams responded to all of GSA's questions post-submission, and handled negotiations to ensure that we were able to come to agreeable terms with our contracting officer. I am proud to announce that we were recently awarded our PSS Schedule to provide financial services to Federal Agencies, and I would highly recommend his firm to any other business seeking to pursue a GSA Schedule in a similar capacity.
    • It was great working with Aaron for our schedule 70 award. He was very knowledgeable of the process and coordinated extremely well with GSA to ensure timely award. I look forward to working with him again on future efforts.
    • Aaron Sams and SAMS Contracting Consulting and Training came thru for our firm on several occasions. We have finally obtained a GSA schedule thru the help of Aaron and hos hard work. We would recommend and use his services again in the future.
    • Hiring Sams Contracting made the difference in rapidly getting all of our documents organized and our offer submitted. We selected Sams due to their GSA expertise and background in Government contracting. We looked at several companies, but Sams Contracting Consulting and Training offered the best customer service, knowledge, and pricing. We were awarded a GSA Schedule 70 contract very quickly after submitting the offer. Thank you Sams Contracting Consulting and Training!
    • Highly recommend Sams Contracting Consulting and Training. Aaron helped us obtain our GSA schedule in a total of two months time! Very helpful and almost readily available for answering questions throughout the process.
    • During the past year, I had turned to Sams Contracting Consulting & Training, LLC. on a number of occasions for GSA Consulting Support. They have always provided us with prompt service and the quality of work is exemplary. We are very impressed with the results of helping us apply for, negotiate, and market several of our GSA Schedules. Without hesitation, I would highly recommend Sams Contracting Consulting & Training, LLC to help any company stream line the process and to have them better equip you with the tools you need to do business with federal agencies.
    • Mr. Aaron Sams and his consulting service applied and obtained my company's GSA Schedule contracts. I worked directly with Aaron and I found him to be very professional and knowledgeable. He understands the GSA Schedule contracting process very well. While he handled the application process for my company, I spent my time on other tasks growing my small business. I believe that many businesses, especially small businesses would find the service he provides very beneficial. I am relying on Aaron to sell my GSA schedule to the Federal government.
    • Highly recommended that when you are ready to venture into GSA schedules, you enlist professional help that can make the process a whole lot easier! Aaron Sams made our application process and subsequent approvals very manageable! Thank you Aaron!
    • Aaron is awesome! He gets things done and is super efficient! Got our GSA IT 70 complete right on schedule!
    • Working with Sams Contracting Consulting & Training LLC was the right decision!! Our firm chose to utilize services from Aaron Sams (of Sams Contracting Consulting & Training LLC) to pursue a major federal contract vehicle (8a Stars II). From the initial discussion with Aaron there was a level of confidence and comfort that he provided. Throughout the process Aaron promptly responded to each inquiry, conducted research on items that he was not familiar with, and made every deadline. He remained on top of the schedule and requirement changes that were issued and immediately relayed that information to us. His guidance and expertise helped us to achieve this goal and we are truly appreciative. Aaron operates in a professional manner and I would recommend his services to firms seeking assistance with contract vehicles.
    • Sams Contracting Consulting did a great job walking us through the steps of obtaining our DIR contract from the state of Texas. They were always very knowledgeable and responsive. We will definitely use Sams Contracting Consulting for future assistance.
    • Sams Contracting Consulting and Training did an amazing job helping our company with the paperwork for the DIR contract. Aaron and his team were very professional and were able to have the contract returned to us in a timely manner. Because of Aaron and his team, our company was awarded the contract. We highly recommend Aaron and his team at Sams Contracting Consulting and Training for any of your contracting or consulting needs.
    • Sams Contracting Consulting & Training was the key to our company winning a spot on the Texas DIR IT Staff Augmentation IDIQ. Aaron Sams ensured that we received first class service and worked hard to get our winning proposal developed and delivered in plenty of time for the submission deadline. I highly recommend using Sams Contracting Consulting and Training for your proposal submission needs.
      Randell Casey, President - CyberDefenses
    • Aaron with SAMS Contracting Consulting and Training did an excellent job on helping us to secure a DIR contract. He worked with us from start to finish. We are very pleased with his work and services. We highly recommend Aaron and his company.
    • Mr. Aaron Sams of Sams Consulting and Training offers excellent services for small businesses desiring to increase their market share. Due to the efforts of Mr. Sams, Defense Consulting Services has enjoyed a steady increase in business while offering affordable pricing. Mr. Sams' insightful knowledge of business operations and his results-minded approach strategies have proven to be invaluable to the growth of Defense Consulting Services.

    • I met Aaron at the SBDC in San Antonio, after spending $100's of dollars with consulting companies who claimed to help me get my business started. Those consultants were predators and took advantage of eager business owners who did not understand or have the time to research all facets of government contracting. I met with Aaron for only an hour and it was the best investment made thus far in boot scrapping my HIM consulting firm. He has proven to be knowledegable in business conquests and informative regarding government contract acquisitions. I am glad to have met him and would recommend him to anyone interested in starting a business.
    • Great service. Did my business plan as I need it. I would highly recommend Aaron Sams to anyone who is looking to get a business plan at a competitive price and great customer service.
      Gabriel Gar
    • Aaron recently assisted me and my company with regards to the GSA, SAM and SBA filings. To say Aaron was helpful, would be an understatement. His knowledge of the documentation process is outstanding and only surpassed by his patience.   I can honestly say I feel significantly more confident in moving forward, knowing we have Aaron as part of our team.   Thank you Aaron!

      Scott Armbruster: CEO at Armbruster Enterprises, Inc.
    • Aaron is a true professional in every sense. I have had the opportunity to work with Aaron on several occasions. He is very knowledgeable and well informed of ongoing changes to policies that affect his job. Aaron’s advice, recommendations, follow-thru and willingness to share in order to help others is a valuable asset. Aaron displays professionalism, dedication, commitment and hard work in every aspects of his work. I feel very privileged and fortunate to have the opportunity to work with Aaron. I know each meeting will be productive and an opportunity for me to learn more.

      Tim Porter: President & CEO at Appddiction Studio
    • We worked with Aaron Sams at “Sams Contracting Consulting and Training” to help us with SBA 8(a) Joint Venture Establishment. We had a very pleasant experience with Aaron, I would not hesitate to recommend SAMS services to anyone needing contract support and other services.
    • Our company had a great experience working with Sams Contracting Consulting & Training. Aaron and his team did a fantastic job on keeping us updated and were always available to answer our questions on our 8(a) certification process. They truly helped every step of the way to reach our goal. We highly recommend Aaron and his team at Sams Contracting Consulting & Training. We want to Thank Aaron and his team for helping our company accomplish our goal in the 8(a) program and look forward for their continued services in the future.
    • It was a pleasure working with Sams Contracting. The team was knowledgeable and expedited our 8(a). We plan on working with Sams further to obtain GSA Schedules.
    • Had a great experience working with Mr. Sams in helping with my business. Mr. Sams was knowledgeable in every aspect of the business, and helpful in guiding me. I would highly recommend Sams Consulting and Training for those ready to start a business.
      Bill Hernandez, Director - Patriot Network

    Mr. Aaron Sams - Owner


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