Presentation on theme: "What to know when getting started"— Presentation transcript:
1 What to know when getting started HUBZone ApplicationWhat to know when getting started
2 Before you start……..Obtain a Dunn & Bradstreet number (DUNS) – fedgov.dnb.com/webformRegister in Central Contractor Registration (CCR) -Complete the Dynamic Small Business Profile (DSBP) – accessible through CCRCreate a General Login System (GLS) profile –
3 Before you start……..Effective July 2012, CCR will be transitioning to the new System for Award Management (SAM) database. The purpose of SAM will be to combine several procurement systems into one new system.The DSBP and GLS will remain outside of the SAM database.
5 Before you start…….. July 2012 CCR EPLS FedReg ORCA Later Phases CFDA ESRSFBOFPDS-NGFSRSPPIRSWDOL
6 Before you start…….. CCR – Central Contractor Registration EPLS – Excluded Parties List SystemFedReg – Federal RegisterORCA – Online Representations and Certifications ApplicationCFDA – Catalog of Federal Domestic AssistanceESRS – Electronic Subcontracting Reporting SystemFBO – Federal Business OpportunitiesFPDS-NG – Federal Procurement Data System-Next GenerationFSRS – Federal Funding Accountability and Transparency Act Sub-award Reporting SystemPPIRS – Past Performance Information Retrieval SystemWDOL – Wage Determination Online
7 Before you start……..Verify that you meet the eligibility requirements for HUBZone certification. (Step 1)If you have more than one office location, you must have each location registered in CCR and the DSBP (excluding job sites for construction and service industries).Allow your CCR profile(s) to be visible to the public.Select your primary NAICS code in the DSBP.Get your supporting documentation together.Schedule an appointment with yourself to have uninterrupted time to complete the application.
8 Before you start…….. DOCUMENTS Lease/rental agreement Utility bill Last 3 years of business tax returnsMost recent tax returns for all ownersCitizenship documentation for business ownersCorporation – Articles of IncorporationCorporation – Copy of all stock certificatesCorporation – Corporate Bylaws and amendmentsLLC – Operating Agreement and amendmentsLLC – Articles of Organization and amendmentsLLC – Certificate of Good StandingPartnership – Partnership Agreement and amendmentsOfficial payroll recordHUBZone maps of employee home addressesMost recent State Unemployment tax filing/reportValid ID for each employee residing in a HUBZone area
9 Before you start…….. Are you computer ready? Allow “pop-ups” for this application process.Set your security level to “default” or “medium”.Set your privacy level to “high”.Remember to re-set your computer to your original settings once you have completed the application process.Access to a printer (stocked with paper).
10 Application Process…….. Application must be completed in one session. (Step 2)You must be connected to the Internet (DSL or cable is best)Time limit of 60 minutes.Application has 17 pages.Incomplete applications cannot be saved.
12 Application Process…….. Page 1Asks if all locations are in CCR (yes or no question)If all locations are not, you will be directed to CCR to register each company location.Page 2Enter number of employees (enter the number)Page 3Identification of principal office (if correct select ‘continue’)Page 4Verification of principal office (yes or no question)If you answer no on page 4, you will be directed to CCR to update company information. You must wait 48 hours and then re-start your application process.
13 Application Process…….. Page 5Verify the principal company address (yes or no answer)Page 6Verify the DUNS, tax ID and CAGE for the principal office (select ‘continue’ if correct)Page 7Verify the primary NAICS code (yes or no answer)Page 8Confirm that you are “authorized” to obligate your companies participation in the HUBZone program (yes or no answer)
14 Application Process…….. Page 9Enter contact information for person entering the applicationPage 10 (Section A)HUBZone’s determination on whether or not the company is located in a designated are (there are exceptions for companies owned by Indian Tribal Governments)There is a box where you can disagree if the determination is incorrectVerify or edit company mailing addressPage 10 (Section B)Enter the general business point of contactEnter general business information (structure, established date, description of products/services, size, debar)Page 9 – this person could be owner, secretary, etc.
15 Application Process…….. Page 11 (Section C)Verification that company is at least 51% owned and controlled by U.S. citizen (start with the highest ranking individual and move down)Individual owner(s) interest in other businessPage 12 (Section C)Further verification of 51% ownership (yes or no answer)Exceptions can been seen on the SBA websitePage 12 (Section D)Financial, tax return and balance sheet informationPage 12 (Section E)Verification on employment requirements (yes or no answer)
16 Application Process…….. Page 12 (Section F)Verification of any affiliations through JV, franchise or license agreements, stock holding, partnership, membership, ownership, sharing of equipment/facilities/employees, special license or bonding assistance indemnification or guaranteePage 13 (Section F)Further verification of affiliation (enter affiliate name, type of affiliation, percentage of ownership, etc)Page 14 (Step 3)The SBA will verify your ability to represent this company (verified by the entry for highest ranking officer)The responding executive will need the SBA customer password and his/her address made available
17 Application Process…….. Page 15Notification that you have successfully completed steps 1 to 3 of the HUBZone ApplicationPrint this page using the “file-print” option of your internet browser and retain this for your recordsNotification to proceed to the “next page” to complete steps 4 & 5 for completion of your application.Page 16 (Step 4)Download your completed applicationMake note of your application numberView your completed application for accuracyYou can edit your application as many times as you want before responding to the “electronic verification”
18 Application Process…….. Page 16 (Step 5)For the SBA to proceed with your application, you must ensure that the “additional point of contact” identified in Step 3 completes the “electronic verification” process using the information provided in the notification sent to them. If this is not done within 10 calendar days, your application will be deleted.Page 17Select “end” to exit your applicationYou may visit to do the following:* Edit your application (prior to “electronic verification”)* Check your application status* Cancel your application
19 Application Process…….. Electronic VerificationOnce you receive the requesting your “electronic verification”, you will need the following:* HUBZone application number* SBA Customer ID* Your addressOnce you access your application you will then have the following options:* “Submit” will open a box to verify submission* Withdraw your application* Authorize processing by selecting “ok” or “cancel”Once you select “ok” you will receive a message that reads “Thank you for completing this phase of the HUBZone application process. The application status will now appear as “Received” in our system.”Select “end” to complete and exit
20 Application Process…….. CONGRATULATIONS you have now completed the HUBZone application submission process!
21 After submission…….. Start a HUBZone document file. Keep copies of all documents submitted.Submit all documents via a method that can be tracked and that requires signature (i.e., return receipt or USPS, FedEx or UPS with tracking numbers).Start a log of submission dates, items submitted, requests, responses, etc.Watch for s from the SBA or the HUBZone program. Watch your SPAM folder.Assign someone to “manage” the application process.
22 After submission……..Be aware that you may be assigned to more than one analyst throughout the application process.Be prepared to respond quickly to the requests from the analyst.Keep all of your supporting documentation up-to-date for quicker response time.Keep your government registrations up-to-date and active (i.e. CCR, DSBP, etc).Be aware when your company “point of contacts” change.