8(a) Annual Review — All Questions Consolidated

Coa Solutions LLC · UEI CLCADL1GDD69 · Application ID 95040 · Contributor 186290 (Ari) · OMB 3245-0374 · Captured 2026-05-13

This is the working doc for collecting every answer needed for Coa’s 8(a) annual review submission in MySBACertifications. Fill in the Answer column for each row, draft any free-text fields offline, then a separate session will fill all of it into the portal in one pass.

How to use this file

For Ari + Phillip: Walk through each section below, fill in the _ placeholder in each Answer column. For free-text questions, draft directly in the cell (or in a scratch doc next to it). For dropdowns where options aren’t captured, decide which option fits and note it. Section 17 is N/A and already auto-completed. Section 3 (economic disadvantage) needs Ari’s personal financials — pull from Mercury / retirement accounts / property records.

For the agent who will fill out the form:

• Portal: https://certifications.sba.gov (Ari is the logged-in account)
• Each section header has the direct URL — navigate there, fill in the answers from this doc, click Save/Next per section
• Char limits on free text are 5000 chars max — answers should respect that
• Likert scales: Strongly Disagree / Disagree / Neither Disagree nor Agree / Agree / Strongly Agree
• Y/N questions are radio buttons; pick exactly one
• DO NOT click Submit on Step 4 (Sign) without explicit per-action approval from Ari. Final attestation has criminal-liability under 18 USC 1001 and False Claims Act exposure.
• After the questionnaire is fully filled, upload required documents in Step 2, handle spouse invite in Step 3 if applicable, then stop at Step 4 and wait for sign-off.

Process structure

4 top-level steps in the annual review: Questionnaire (17 sections, listed below) → Document Upload → Contributor Invite → Sign.

URL pattern for each section: https://certifications.sba.gov/app/annual-review/95040/questionnaires?contributor=186290&sectionUrl=eight-a-annual-review-{section-slug}. The slug is given in each section header.

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Step 1: Questionnaire (17 sections)

Section 1: Eligibility Review

slug: eligibility-review · File: pages/2026-05-13-08-ar-01-eligibility-review.md

#	Question	Type	Answer
1.1	Do you confirm that you and your business continue to meet all 8(a) program eligibility requirements, and that no changes have occurred that could impact your eligibility?	Y/N	_
1.2	Have there been any changes to the highest compensated person in the business?	Y/N	_
1.3	Have there been any changes to businesses affiliated with the 8(a) participant business?	Y/N	_
1.4	Are there any pending adverse actions against your business?	Y/N	_
1.5	Have you paid for outside help getting federal contracts in the last program year?	Y/N	_

Section warning: any changes to Business Ownership / Control & Operations / Legal Business Structure / Highest Compensation / Outside Employment must be reported via “Report a Change” before submitting.

Section 2: Contributor - Eligibility Review (Ari personal)

slug: contributor-eligibility-review · File: pages/2026-05-13-08-ar-02-contributor-eligibility-review.md

#	Question	Type	Answer
2.1	Identify any changes to the following in the past program year. Select all that apply.	Multi-select (full option list NOT yet captured — only “No Changes” visible)	_
2.2	Are you presently subject to an indictment, criminal information, arraignment, or other means by which formal criminal charges are brought in any jurisdiction?	Y/N	_
2.3	Have you been arrested in the past six months for any criminal offense?	Y/N	_

Section 3: Contributor - Economic Disadvantage (Ari personal)

slug: contributor-economic-disadvantage · File: pages/2026-05-13-08-ar-03-contributor-economic-disadvantage.md

#	Question	Type	Answer
3.1	Detail the draws/distributions taken from the applicant business in the last year.	Free text, ≤5000 chars	_
3.2	Have you transferred any assets to any immediate family member for less than fair market value in the last two years?	Y/N	_
3.3	Cash on Hand	Amount	_
3.4	Checking Account(s) Balance	Amount	_
3.5	Savings Account(s) Balance	Amount	_
3.6	Salary	Amount	_
3.7	Other Income	Amount	_
3.8	If you have other income, describe the source.	Free text, ≤5000 chars	_
3.9	Equity in applicant business	Amount	_
3.10	Equity in other businesses	Amount	_
3.11	Do you have any notes receivable from others?	Y/N	_
3.12	Do you have any retirement accounts?	Y/N	_
3.13	Do you have any life insurance policy that has a cash surrender value?	Y/N	_
3.14	Do you have any loans against a life insurance policy?	Y/N	_
3.15	Do you have any stocks, bonds, or mutual funds?	Y/N	_
3.16	Do you own your primary residence?	Y/N	_
3.17	Do you own any additional real estate?	Y/N	_
3.18	Do you own any vehicles?	Y/N	_
3.19	Do you own any other personal property or assets?	Y/N	_
3.20	Do you have any notes payable or other liabilities?	Y/N	_
3.21	Do you have any Assessed Taxes that were unpaid?	Y/N	_

Section 4: Business Development

slug: business-development · File: pages/2026-05-13-08-ar-04-business-development.md

#	Question	Type	Answer
4.1	Have you or any of your employees participated in Empower to Grow assistance, such as training, in the past program year?	Y/N	_
4.2	Have you received any Federal surplus property as a benefit of your participation in the 8(a) Program in the last program year?	Y/N	_

Section 5: Business Plan - Executive Summary

slug: business-plan-executive-summary · File: pages/2026-05-13-08-ar-05-business-plan-executive-summary.md

#	Question	Type	Answer
5.1	Briefly describe your business and what makes it successful. Include: mission statement, products/services, leadership team, employees, operating locations.	Free text, ≤5000 chars	_
5.2	What are your TOP FOUR goals for your business during your participation term, specifically regarding government goals and objectives?	Searchable dropdown (options NOT captured)	_

Section 6: Business Plan - Description

slug: business-plan-business-description · File: pages/2026-05-13-08-ar-06-business-plan-description.md

#	Question	Type	Answer
6.1	Is your business selling a product or service?	Product / Service / Both	_
6.2	Business Fiscal Year End Date (mm/dd)	Date	_ (Coa = 12/31)
6.3	How many employees do you currently have?	Number	_ (pull from Gusto)
6.4	What equipment do you have to support the growth of your business? What equipment do you still need?	Free text, ≤5000 chars	_
6.5	What quality control procedures does your company have in place (if any)?	Free text, ≤5000 chars (optional)	_
6.6	What SECONDARY NAICS codes are your business capable of performing?	Multi-select NAICS picker (optional)	_

Section 7: Business Plan - Staffing

slug: business-plan-business-staffing · File: pages/2026-05-13-08-ar-07-business-plan-staffing.md

#	Question	Type	Answer
7.1	Describe succession plans for your business. How would the business be managed in your absence?	Free text, ≤5000 chars	_
7.2	Who are the key members of your business’s leadership team and what are their titles?	Free text, ≤5000 chars	_
7.3	My business meets all of its business staffing needs.	Likert (Strongly Disagree → Strongly Agree)	_

Section 8: Business Plan - Capital Contract

slug: business-plan-capital-contract · File: pages/2026-05-13-08-ar-08-business-plan-capital-contract.md

#	Question	Type	Answer
8.1	Provide your business’s revenue from your business’s last financial fiscal year.	Amount	_
8.2	Consider the operation and maintenance costs for your business. How do you meet the financial needs of your business?	Free text, ≤5000 chars	_
8.3	Current financial situation? Adequate access to capital for short-term (12 months) needs and goals?	Free text, ≤5000 chars	_
8.4	What potential changes or future predictions do you foresee for your business’s long-term financial outlook (next 3+ years)?	Free text, ≤5000 chars	_
8.5	Are you required to have surety bonding?	Yes / No / I’m not sure	_
8.6	My business has sufficient working capital.	Likert	_

Section 9: Business Plan - External Support

slug: business-plan-external-support · File: pages/2026-05-13-08-ar-09-business-plan-external-support.md

#	Question	Type	Answer
9.1	Do you have a Mentor Protégé Agreement?	Y/N	_ (Yes — Coforma, formed in CoCoa JV)
9.2	Has your company received any revenues from participating in any 8(a) Joint Ventures in the last program year?	Y/N	_
9.3	Do you have teaming agreements?	Y/N	_
9.4	What other resource partners has your business used?	Multi-select dropdown (options NOT captured)	_
9.5	I would be interested in information about external resources (lenders, local orgs) that could help support my business.	Likert	_

Section 10: Business Plan - Contracting Goals

slug: business-plan-contracting-goals · File: pages/2026-05-13-08-ar-10-business-plan-contracting-goals.md

#	Question	Type	Answer
10.1	Size/scope of contracts your business can currently manage.	<$250K / $250K-1M / $1M-3M / $3M-4.5M / $4.5M-6.5M / >$6.5M	_
10.2	Where is your current customer base located?	Local / State / National / Other	_
10.3	Where would you like to expand your customer base?	Free text, ≤5000 chars	_
10.4	Have you performed work on any 8(a) contracts in the past program year?	Y/N	_ (Yes — IRS 2043FY-24-C-00007)
10.5	Forecast dollar value of contracts to be sought under the 8(a) program for the next program year.	Amount	_
10.6	Forecast dollar value of contracts to be sought on a non-8(a) competitive basis for the next program year.	Amount	_
10.7	I feel confident that my forecasted contracting goals are achievable for my business.	Likert	_

Section 11: Business Plan - Marketing Strategy

slug: business-plan-marketing-strategy · File: pages/2026-05-13-08-ar-11-business-plan-marketing-strategy.md

#	Question	Type	Answer
11.1	What is the current market for your business’s products/services?	Free text, ≤5000 chars	_
11.2	What is your strategy for promoting your business in the current market?	Free text, ≤5000 chars	_
11.3	Which federal agencies would you like to market to as an 8(a) program participant?	Multi-select agency picker	_
11.4	How will you market your business to achieve a healthy mix of both 8(a) AND non-8(a) contracts?	Free text, ≤5000 chars	_
11.5	My business has a strategy for contract capture/marketing.	Likert	_

Section 12: Business Plan - SWOT

slug: business-plan-swot · File: pages/2026-05-13-08-ar-12-business-plan-swot.md

#	Question	Type	Answer
12.1	Strengths: What are the unique characteristics or abilities that give your business its competitive advantage?	Free text, ≤5000 chars	_
12.2	Weaknesses: What are the areas that you know your business can improve on?	Free text, ≤5000 chars	_
12.3	Opportunities: What external factors could possibly be leveraged to the benefit of your business?	Free text, ≤5000 chars	_
12.4	Threats: What external factors could possibly harm your business and you should prepare for?	Free text, ≤5000 chars	_

Section 13: Business Plan - Additional Information

slug: business-plan-additional-information · File: pages/2026-05-13-08-ar-13-business-plan-additional-information.md

#	Question	Type	Answer
13.1	Do you have any additional comments that you would like to add to your business plan?	Y/N (Yes likely reveals free-text input)	_

Section 14: Business Plan - Capability Statement

slug: business-plan-capability-statement · File: pages/2026-05-13-08-ar-14-business-plan-capability-statement.md

#	Question	Type	Answer
14.1	Have you uploaded the business’ most recent capability statement detailing your current contract performance capabilities?	Y/N	_

(File upload itself happens in Step 2 — Document Upload.)

Section 15: Business Plan - BAT (Business Activity Target)

slug: business-plan-bat · File: pages/2026-05-13-08-ar-15-business-plan-bat.md

#	Question	Type	Answer
15.1	Revenue from 8(a) sales in last PROGRAM YEAR (including JV revenue)	Amount	_
15.2	Revenue from non-8(a) sales in last PROGRAM YEAR (including JV revenue)	Amount	_

(Note: BAT floor under §124.509(b)(2) only applies in transitional stage years 5–9. Coa is in developmental stage years 1–4 — disclosure only, no floor.)

Section 16: Business Plan - Capital & Eligibility

slug: business-plan-capital-eligibility · File: pages/2026-05-13-08-ar-16-business-plan-capital-eligibility.md

#	Question	Type	Answer
16.1	List all salaries, bonuses, advances, loans, distributions, dividends, or other payments paid in the last program year to your business’ owners, officers, directors, managers, or any business with an ownership or management interest in the 8(a) Participant.	Free text, ≤5000 chars	_

Section 17: Entity-Owned Benefits

slug: eo-benefits · File: pages/2026-05-13-08-ar-17-entity-owned-benefits.md

N/A for Coa. This section is only for Tribe / ANC / NHO / CDC owned firms. Already marked Completed by the system. No data entry needed.

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Step 2: Document Upload

File: pages/2026-05-13-08-ar-step2-document-upload.md (to be captured — page appeared empty at first read, may gate on questionnaire completion)

Documents likely required (based on §124.112 + the Jan 2026 Data Call template):

• Capability statement (referenced in section 14)
• FY2025 financial statements (balance sheet, P&L, cash flow, statement of equity)
• Personal financial statement(s)
• IRS Form 8821 (Tax Information Authorization)
• Tax returns (business + personal) for FY2025
• Bank statements
• Anything SBA may flag as outstanding from the Data Call

To capture once the questionnaire is filled and the upload page renders.

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Step 3: Contributor Invite

File: pages/2026-05-13-09-ar-step3-contributor-invite.md

• Invite Spouse button — required only if Ari is married (spousal financials feed economic disadvantage analysis).
• Owners table: Phillip Jo, phillip@coa.solutions, status Unsent. Per the form: since Ari owns 80% (>51%), Phillip does NOT need to submit a separate questionnaire. Leave Unsent.

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Step 4: Sign

File: pages/2026-05-13-10-ar-step4-sign.md

Blockers: Submit button is disabled until (a) all questionnaire sections complete and (b) all required documents uploaded with document types selected.

Attestation includes (read full version in file):

• Information is true and correct (criminal liability under 18 USC 1001)
• All required change requests submitted to SBA; all other changes notified within 30 days
• Awareness of penalties: up to $500K fines + 10 years imprisonment + treble damages under False Claims Act + double damages under Program Fraud Civil Remedies Act + debarment + program termination

Status: NOT signed, NOT submitted. Ari approval required before any click on Submit.

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Working sequence

1. Walk this file with Phillip, fill in each _ with the answer.
2. For free-text questions: draft offline (in this repo), paste into the form.
3. For dropdown questions where options weren’t captured (2.1, 5.2, 9.4, 11.3, 6.6 NAICS): open the dropdown on screen, select per Coa’s situation.
4. Sections 12 (SWOT), 5.1 (executive summary), 11 (marketing) need substantive drafting — they’re the most narrative-heavy.
5. Section 3 (economic disadvantage) requires Ari’s personal financial data — pull from Mercury, retirement accounts, real estate holdings.
6. Section 9.1 — confirm Mentor Protégé Agreement status (CoCoa JV with Coforma is in formation; Phillip is leading the Apr 2026 Virginia SCC re-filing).
7. Section 16 — assemble owner/affiliate payment list from Gusto + Mercury for last program year.
8. After all questionnaire fields done, upload required docs in Step 2.
9. Then Step 3 (spouse invite if applicable, leave Phillip Unsent).
10. Then Step 4 Sign — Ari reviews everything, then explicit per-action approval before clicking Submit.