8(a) Pre-Qualification Tool
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8(a) Package
Find out about our 8(a) Certification Package
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Step 1
Social Disadvantaged
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Pass
Issue
Fail
Incomplete
Clarifications
Is the 51% owner(s) of the firm U.S. Citizens....
Do you have one of the following:
- 25% or more of your blood heritage from a minority group?
- Have a tribal card from a state or federally recognized Native American Indian Tribe?
- Are you a woman who has suffered substantial and chronic gender bias?
- Are you a Service-Disabled veteran who has suffered substantial and chronic handicap bias?
- Are you a Middle Eastern American who has suffered substantial and chronic racial bias?.........
Ok then, are you a woman who has suffered substantial and chronic gender bias, or a Service-Disabled veteran who has suffered substantial and chronic handicap bias, or a Middle Eastern American who has suffered substantial and chronic racial bias?.....
Step 2
Economically Disadvantage
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Pass
Issue
Fail
Incomplete
Clarifications
Has the owner of the firm made more than $400,000 per year, on average, for the past 3 years.
Is the owner’s net worth less than $850,000 excluding (a.) the owner’s primary residence, (b.) the business applying for 8(a) (c.) the owners retirement accounts.
Is the owners’ total assets less than $6,500,000 excluding retirement accounts.
Step 3
Potential to Succeed at Federal Contracting
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Pass
Issue
Fail
Incomplete
Clarifications
Does the owner of the firm work full-time for the business; meaning Monday-Friday from 9am-5pm.
Did the firm make a profit on its most recent tax return.
Does the firm have a positive net worth.
Has the firm been in business for at least two-years?, meaning the business has filed two tax returns with revenue on both. -or- Two-year waiver: Has the firm had at least $150,000 in revenue since the inception of the firm as well as a profit on the fi
Has the firm obtained more than 70% of the firm’s revenue from a single source? This calculation is for the most recent calendar year to the date of the 8(a) application.
Step 4
Control Issues
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Pass
Issue
Fail
Incomplete
Clarifications
Is the owner of the firm the one managing the day-to-day operations, long-term strategic planning, and the highest compensated person at the firm.
All 4 areas must be passed in order to be fully eligible for 8(a) certification.
Call 859-442-3300 if you have any questions or issues you would like to discuss.
