Your Local SBA

JOINT VENTURE APPLICATION PROCEDURES

This location offers information concerning, and templates for a Joint Venture application and agreement. Your use of these templates will enable us to provide quicker response times through application standardization and by eliminating the need to reformat your applications prior to approval.

Prior to beginning the application process, you should:

  • Communicate with your Business Opportunity Specialist (BOS) (by phone or email) to discuss program requirements, as well as your specific concerns.
  • Copy the templates and use them as the basis for your cover letter and agreement.
    • The CFR citations contained in the agreement must be used verbatim.
    • While the agreement may be modified to suit individual circumstances, the presentation of the information must follow the templates. Use numbered paragraph 10 (and beyond) to address any other provisions not included in the preceding paragraphs.
    • Three years of signed company year-end financial statements and federal tax returns for each participant.
  • Supplemental Information required.
  • Sign the cover letter and application and forward, with Supplemental Information, to your BOS.

Joint Venture applicants must submit all required information to the managing 8(a) participant's District Office no less than 20 working days prior to the scheduled date for contract award. The Joint Venture Agreement must be approved by SBA prior to award of an 8(a) contract to the joint venture.

   Templates & Examples