Here is a typical list of supporting documents that will need to be included within your 8(a) application:
- Evidence of concerns registration in SAM (System for Award Management) and DSBS (Dynamic Small Business Search) systems
- Personal federal tax returns for the last three filing years
- Company federal tax returns for the last three filing years
- A company balance sheet and income statement no older than 90 days and for the last three completed years
- Personal resume
- List of current and past federal and non-federal contracts and invoices within the last two completed fiscal years
- Letters of reference from current and/or past clients
- Current certificate of good standing
- Stock certificates/Stock ledger (Corp)
- Articles of Incorporation/Organization/Partnership Agreement including any foreign filings
- Bylaws or Operating Agreements
- Meeting minutes (Corp and LLC)
- Buy/Sell or Voting Agreements
- DBA or Fictitious Business Name Filing
- Organization chart
- Business bank signature card
- business and special licenses
- Business loan agreements
- Brief history of the business
- Lease agreements for business
- Business insurance
- Personal financial statement supporting statements (Checking, Savings, IRA w/terms, etc..)
- Proof of Citizenship
- Trust Agreements
- Statement of Bonding Limit
- Letter of No Objection
Keep in mind that each 8(a) Application is unique and document requirements vary based upon the entity type and number of applicants.
