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U.S. SBA Resources for Community Advantage Lenders

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The main source of SBA guidance for CA lenders is provided through the Community Advantage Participant Guide, which has been updated several times since the CA pilot was first launched in 2011. Unless otherwise specified by the SBA, CA lenders and CA loans must comply with SBA 7(a) regulations and guidance. 

MLWG Staff compiled the following up to date SBA resources for mission lenders. 

Community Advantage Participant Guide:

  • Version 7.0 was issued on May 1st, 2022 and is effective as of May 31st, 2022. See SBA updated Community Advantage page for resources and trainings.

  • Version 6.0 was issued on June 1st, 2020 and is effective as of June 15th, 2020.

The following trainings and recordings provide guidance on the CA pilot program:

  • Recorded training: Community Advantage pilot program changes for existing CA lenders - May 24, 2022

  • Recorded training: Community Advantage affiliation rule changes - May 24, 202

  • Record training: Community Advantage pilot program affiliation rules presentation

  • Video: Basics of SBA's secondary market sales - May 31, 2022

  • Video: SBA Form 159 changes for 7(a) and 504 - June 1, 2022

  • Video: Financing 7(a) loans through secured credit agreements - June 3, 2022

  • Slides: SBA Community Advantage Bimonthly Training - August 10, 2022

  • Slides: SBA Community Advantage Bimonthly Training - October 5, 2022

For information on CAFS accounts, SBA Form 1502 reporting, submitting SBA Form 159, and  using APIs, visit Fiscal Transfer Agent Resources

SBA Issued Federal Register Notices

**Refer to Community Advantage Pilot Timeline**

  • 87 FR 59240 - September 29, 2022: SBA amended its small business size regulations to incorporate OMB’s NAICS revisions for 2022. This notice became effective on October 1, 2022.  

  • 87 FR 40034 - July 5, 2022: SBA proposes to amend its small business size regulations and incorporate OMB's NAICS Codes  

  • 87 FR 38900 - June 30, 2022: Final Rule on Program Changes to all 7(a) & 504 programs - Effective August 1, 2022

  • 87 FR 25398 - April 29, 2022: Notification of changes to Community Advantage Pilot Program - Effective May 31, 2022

  • 87 FR 19165 - April 1, 2022: extended the term of the CA Pilot Program through 09/30/24 and allows for new CA applications from Mission Lenders - Effective 04/01/2022

  • 83 FR 46237 - September 12, 2018

  • 80 FR 80872 - December 28, 2015

  • 77 FR 67433 - October 9, 2012

  • 77 FR 6619 - February 8, 2012

  • 76 FR 56262 -September 12, 2011 

  • 76 FR 9626  - February 18, 2011: Creation of the CA Pilot Program

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