The 8(a) Social Disadvantaged Narrative Explained

Who is a Socially Disadvantaged Individual? 

For purposes of the 8(a) Program, socially disadvantaged individuals are those who have been subjected to racial, ethnic prejudice or cultural bias within the American society because of their identities as members of groups and without regard to their individual qualities. The social disadvantage must stem from circumstances beyond their control.

8(a) Application Contract Listings Breakdown Tips

When you apply for the 8(a) Program through certify.sba.gov the SBA will require that you provide a detailed listing of your contracts* for the last 12 months.

Tip: We also suggest that you take a look at this breakdown for the last completed (e.g., 2021, 2020 and 2019) three years too. The SBA is likely to request this additional information to look at the totality of your economic dependency.

Here is the message you will likely receive from the SBA if you fail to provide the last three years of information:

The chart associated with the Certify application does not ask for this level of detail, and is not sufficient in addressing this query.

10 8(a) Application Tips on Personal Tax Returns

Have you provided complete copies of the personal Federal tax returns for the last three years from all required individuals? Federal tax returns are required from each 8(a) applicant and their spouse. Currently, the SBA does not require the same for other individuals who are an officer, director, partner, member and anyone else who holds more than 10% ownership interest in the business concern who is a non-disadvantaged individual with certify.sba.gov. However, be prepared to provide these to the SBA, if requested.

Here are 10 tips to ensure you are complaint with the SBA requirements for your 8(a) Application for personal tax returns.

15 8(a) Application Killers

Spending the time upfront to ensure that your firm meets all of the eligibility requirements for 8(a) Certification can save you countless hours of frustration, the expense of putting the application together incorrectly and the difference between obtaining formal 8(a) Certification or not.

Below are just 15 of the 8(a) Application “Killers”. These will immediately tell you whether you have an issue that may prevent you from qualifying for 8(a) Program certification. We also offer a online 8(a) eligibility questionnaire to help determine your overall 8(a) Program eligibility.