ADDENDUM

1.    Describe total 8(a) assistance provided since 8(a) Certification, (I.E. business development, direct or guaranty loans-loan balance and status, 7(j) Program assistance, Service Corps of Retired Executives (SCORE), Small Business Institute (SBI), Small Business Development Centers (SBDC), etc.)

2.    Amount of Last 8(a) Contract:    $_________________        Date:  _________________

3.    Provide a listing of all current 8(a) contracts.  The contact person and telephone number.  Provide the status of your performance on each 8(a) contract.

4.    Describe any assistance your company may need from SBA during the next twelve months, other than 8(a) contract support, to help achieve your business development objectives, i.e., financing, surety bond, management or technical assistance in a specific area, training in a specific area, etc.

5.    To complete the update of your firm’s portfolio, we also require submission of audited, compiled, or reviewed financial statements for the last two fiscal years.  You must show a breakdown of 8(a) and non 8(a) revenue for each fiscal year.

6.    Commencing with the first year of transition, all 8(a) firms must meet the required non-8(a) business mix activity targets as follows:

                                    Year One..…15-25%

                                    Year Two......25-35%

                                    Year Three...35-45%

                                    Year Four.....45-55%

                                    Year Five......55-75%

Firms that fail to achieve the minimum percentage non 8(a) business mix activity target in any year of the transitional stage must submit a proposed Remedial Action Plan.  This plan must address the reason(s) you failed and the measures you plan to take to correct the problems(s).

7.    If your firm is a corporation, you are required to submit a current copy of the Certificate of Good Standing from the State Corporation office