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    • Report

    SBA Open Government Report

    Related programs: SBA Operations
    Summary: This report details SBA’s efforts to fulfill the President’s promise of an open and transparent government for the American people.
    • Report

    Customer Service Plan

    Summary: This describes the SBA's planned improvements to online tools and services in accordance with the principles and objectives of the Customer Service initiative.
    • Report

    Data Center Consolidation Plan

    Summary: This is the SBA's plan to examine and improve use of technology resources to accomplish the Federal Data Center Consolidation Initiative (FDCCI).
    • Report

    The Small Business Agenda

    Summary: This May 2011 report focuses on the vital role that America’s entrepreneurs and small business owners play in strengthening the U.S. economy.
    • Report

    Retrospective Review of Regulations

    Related programs: Contracting
    Summary: These are quarterly reports on SBA’s Plan for Retrospective Analysis of Existing Rules.
    • Policy guidance

    SBA FITARA Implementation Plan

    Summary: This describes the policies, processes, and guidance that require updates or revisions to meet OMB objectives and comply with FITARA requirements.
    • Support

    SBA Loss Report

    Related programs: SBA Operations
    Summary: The Small Business Administration (SBA) Loss Report provides information to management on the Agency’s loss experience for its various loan programs.
    • Report

    Program Inventory

    Related programs: SBA Operations
    Summary: The Small Business Administration (SBA) was selected along with other trade, export and competitiveness agencies to pilot the Federal Program Inventory.
    • Support

    Loan Servicing Request Guidelines

    Related programs: 7(a), CDC/504
    Summary: These guidelines are highlights from the SBA Standard Operating Procedures (SOP 50 50 4) for Loan Servicing.
    • Support

    7(a) Authorization Boilerplate

    Related programs: 7(a)
    Summary: This document contains version 2011 of the National 7(a) Authorization Boilerplate.
    • SBA form
    • 2287

    Third Party Lender Agreement

    Related programs: CDC/504
    Summary: This agreement between the Third Party Lender and the CDC must be completed for 504 loan closing.
    • SBA form
    • 1926

    SBA Success Story

    Related programs: SBIC
    Summary: Information requested on this form is gathered for inclusion in a database of companies that have succeeded with SBA assistance.
    • Support

    Service contract inventories

    Related programs: Contracting
    Summary: This information publicly posted in accordance with OMB Memorandum, dated November 5, 2010, Subject: Service Contract Inventories.
    • SBA form
    • 2464

    Annual Franchisor Certification

    Related programs: 7(a), CDC/504, Community Advantage
    Summary: This document was last updated on January 18, 2018 to reflect the new SOP 50 10 5(J), which became effective January 1, 2018.
    • SOP
    • 10 09

    SBIC Examination Guidelines

    Related programs: SBIC
    Summary: This SOP provides instructions and guidelines for SBA personnel involved in the examination of SBICs.
    • SBA form
    • 1059

    Security Agreement

    Related programs: 7(a), CDC/504
    Summary: The Security Agreement grants a security interest in the Borrower or Guarantor's personal guaranty as described in the document to the Secured Party (the CDC).
    • SBA form
    • 148-L

    Limited Guarantee

    Related programs: 7(a), CDC/504
    Summary: Individuals who own less than 20% of a small business may provide a limited or full guaranty of the loan. SBA Lenders use this form to specify the limitation.