If the SBA loan amount is less than $150,000, a questionnaire found here is all that may be required: Partner EQ
If the SBA loan amount is over $150,000, begin with a Records Search with Risk Assessment (RSRA) AND an Environmental Questionnaire: Partner EQ
The environmental questionnaire is filled out by the current owner.
A Phase I is required if there is a NAICS code match (except for a unit in a multi-unit building) or if the property or adjacent properties may pose an environmental impact: NAICS Codes ESI
Please contact us to determine the appropriate environment investigation. The steps of an environmental investigation can be found here: Chart of Environmental Investigation
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