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HUBZone Application What to know when getting started.

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Presentation on theme: "HUBZone Application What to know when getting started."— Presentation transcript:

1 HUBZone Application What to know when getting started

2 Before you start…….. Obtain a Dunn & Bradstreet number (DUNS) – fedgov.dnb.com/webform Obtain a Dunn & Bradstreet number (DUNS) – fedgov.dnb.com/webform Register in Central Contractor Registration (CCR) - www.ccr.gov Register in Central Contractor Registration (CCR) - www.ccr.gov Complete the Dynamic Small Business Profile (DSBP) – accessible through CCR Complete the Dynamic Small Business Profile (DSBP) – accessible through CCR Create a General Login System (GLS) profile – www.sba.gov/hubzone Create a General Login System (GLS) profile – www.sba.gov/hubzone

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.

4 Before you start……..

5 July 2012 CCR CCR EPLS EPLS FedReg FedReg ORCA ORCA Later Phases CFDA CFDA ESRS ESRS FBO FBO FPDS-NG FPDS-NG FSRS FSRS PPIRS PPIRS WDOL WDOL

6 Before you start…….. CCR – Central Contractor Registration CCR – Central Contractor Registration EPLS – Excluded Parties List System EPLS – Excluded Parties List System FedReg – Federal Register FedReg – Federal Register ORCA – Online Representations and Certifications Application ORCA – Online Representations and Certifications Application CFDA – Catalog of Federal Domestic Assistance CFDA – Catalog of Federal Domestic Assistance ESRS – Electronic Subcontracting Reporting System ESRS – Electronic Subcontracting Reporting System FBO – Federal Business Opportunities FBO – Federal Business Opportunities FPDS-NG – Federal Procurement Data System-Next Generation FPDS-NG – Federal Procurement Data System-Next Generation FSRS – Federal Funding Accountability and Transparency Act Sub-award Reporting System FSRS – Federal Funding Accountability and Transparency Act Sub-award Reporting System PPIRS – Past Performance Information Retrieval System PPIRS – Past Performance Information Retrieval System WDOL – Wage Determination Online WDOL – Wage Determination Online

7 Before you start…….. Verify that you meet the eligibility requirements for HUBZone certification. (Step 1) 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). 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. Allow your CCR profile(s) to be visible to the public. Select your primary NAICS code in the DSBP. Select your primary NAICS code in the DSBP. Get your supporting documentation together. Get your supporting documentation together. Schedule an appointment with yourself to have uninterrupted time to complete the application. Schedule an appointment with yourself to have uninterrupted time to complete the application.

8 Before you start…….. DOCUMENTS Lease/rental agreement Lease/rental agreement Utility bill Utility bill Last 3 years of business tax returns Last 3 years of business tax returns Most recent tax returns for all owners Most recent tax returns for all owners Citizenship documentation for business owners Citizenship documentation for business owners Corporation – Articles of Incorporation Corporation – Articles of Incorporation Corporation – Copy of all stock certificates Corporation – Copy of all stock certificates Corporation – Corporate Bylaws and amendments Corporation – Corporate Bylaws and amendments LLC – Operating Agreement and amendments LLC – Operating Agreement and amendments LLC – Articles of Organization and amendments LLC – Articles of Organization and amendments LLC – Certificate of Good Standing LLC – Certificate of Good Standing Partnership – Partnership Agreement and amendments Partnership – Partnership Agreement and amendments Official payroll record Official payroll record HUBZone maps of employee home addresses HUBZone maps of employee home addresses Most recent State Unemployment tax filing/report Most recent State Unemployment tax filing/report Valid ID for each employee residing in a HUBZone area Valid ID for each employee residing in a HUBZone area

9 Before you start…….. Are you computer ready? Allow pop-ups for this application process. Allow pop-ups for this application process. Set your security level to default or medium. Set your security level to default or medium. Set your privacy level to high. Set your privacy level to high. Remember to re-set your computer to your original settings once you have completed the application process. Remember to re-set your computer to your original settings once you have completed the application process. Access to a printer (stocked with paper). Access to a printer (stocked with paper).

10 Application Process…….. Application must be completed in one session. (Step 2) Application must be completed in one session. (Step 2) You must be connected to the Internet (DSL or cable is best) You must be connected to the Internet (DSL or cable is best) Time limit of 60 minutes. Time limit of 60 minutes. Application has 17 pages. Application has 17 pages. Incomplete applications cannot be saved. Incomplete applications cannot be saved.

11 Application Process…….. Lets get started!

12 Application Process…….. Page 1 Asks if all locations are in CCR (yes or no question) Asks 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. If all locations are not, you will be directed to CCR to register each company location. Page 2 Enter number of employees (enter the number) Enter number of employees (enter the number) Page 3 Identification of principal office (if correct select continue) Identification of principal office (if correct select continue) Page 4 Verification of principal office (yes or no question) Verification 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. 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 5 Verify the principal company address (yes or no answer) Verify the principal company address (yes or no answer) Page 6 Verify the DUNS, tax ID and CAGE for the principal office (select continue if correct) Verify the DUNS, tax ID and CAGE for the principal office (select continue if correct) Page 7 Verify the primary NAICS code (yes or no answer) Verify the primary NAICS code (yes or no answer) Page 8 Confirm that you are authorized to obligate your companies participation in the HUBZone program (yes or no answer) Confirm that you are authorized to obligate your companies participation in the HUBZone program (yes or no answer)

14 Application Process…….. Page 9 Enter contact information for person entering the application Enter contact information for person entering the application Page 10 (Section A) HUBZones determination on whether or not the company is located in a designated are (there are exceptions for companies owned by Indian Tribal Governments) HUBZones 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 incorrect There is a box where you can disagree if the determination is incorrect Verify or edit company mailing address Verify or edit company mailing address Page 10 (Section B) Enter the general business point of contact Enter the general business point of contact Enter general business information (structure, established date, description of products/services, size, debar) Enter general business information (structure, established date, description of products/services, size, debar)

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) 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 business Individual owner(s) interest in other business Page 12 (Section C) Further verification of 51% ownership (yes or no answer) Further verification of 51% ownership (yes or no answer) Exceptions can been seen on the SBA website Exceptions can been seen on the SBA website Page 12 (Section D) Financial, tax return and balance sheet information Financial, tax return and balance sheet information Page 12 (Section E) Verification on employment requirements (yes or no answer) 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 guarantee 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 guarantee Page 13 (Section F) Further verification of affiliation (enter affiliate name, type of affiliation, percentage of ownership, etc) 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 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 email address made available The responding executive will need the SBA customer password and his/her email address made available

17 Application Process…….. Page 15 Notification that you have successfully completed steps 1 to 3 of the HUBZone Application Notification that you have successfully completed steps 1 to 3 of the HUBZone Application Print this page using the file-print option of your internet browser and retain this for your records Print this page using the file-print option of your internet browser and retain this for your records Notification to proceed to the next page to complete steps 4 & 5 for completion of your application. Notification to proceed to the next page to complete steps 4 & 5 for completion of your application. Page 16 (Step 4) Download your completed application Download your completed application Make note of your application number Make note of your application number View your completed application for accuracy View your completed application for accuracy You can edit your application as many times as you want before responding to the electronic verification You 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 email notification sent to them. If this is not done within 10 calendar days, your application will be deleted. 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 email notification sent to them. If this is not done within 10 calendar days, your application will be deleted. Page 17 Select end to exit your application Select end to exit your application You may visit www.sba.gov/hubzone to do the following: You may visit www.sba.gov/hubzone to do the following:www.sba.gov/hubzone * Edit your application (prior to electronic verification) * Check your application status * Cancel your application

19 Application Process…….. Electronic Verification Once you receive the email requesting your electronic verification, you will need the following: Once you receive the email requesting your electronic verification, you will need the following: * HUBZone application number * SBA Customer ID * Your email address Once you access your application you will then have the following options: Once 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. 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 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. Start a HUBZone document file. Keep copies of all documents submitted. Keep copies of all documents submitted. Submit all documents via a method that can be tracked and that requires signature (i.e., email return receipt or USPS, FedEx or UPS with tracking numbers). Submit all documents via a method that can be tracked and that requires signature (i.e., email return receipt or USPS, FedEx or UPS with tracking numbers). Start a log of submission dates, items submitted, requests, responses, etc. Start a log of submission dates, items submitted, requests, responses, etc. Watch for emails from the SBA or the HUBZone program. Watch your SPAM folder. Watch for emails from the SBA or the HUBZone program. Watch your SPAM folder. Assign someone to manage the application process. 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 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. 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 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). Keep your government registrations up-to-date and active (i.e. CCR, DSBP, etc). Be aware when your company point of contacts change. Be aware when your company point of contacts change.

23 www.mscpc.com Mississippi Procurement Technical Assistance Program (MPTAP) Central Mississippi Procurement Center (CMPC) Meridian Satellite Office Delta Contract Procurement Center (DCPC) Northeast Mississippi Contract Procurement Center (NMCPC) Tupelo Satellite Office South Mississippi Contract Procurement Center (SMCPC)

24 Mississippi Procurement Technical Assistance Program 501 North West Street Woolfolk Building, 6 th Floor Jackson, MS 39201 Post Office Box 849 Jackson, MS 39205 601.359.3485 Carol Harris, Bureau/Program Manager Dr. Jonithan Hatcher, Director Joycie Lenoir, Associate Project Manager Senior Chioma Anosike, Procurement Assistant/Associate LaTisha Landing, Bid Management Clerk/Web Administrator

25 Central Mississippi Procurement Center 501 North West Street Woolfolk Building, 6 th Floor Jackson, MS 39201 Post Office Box 849 Jackson, MS 39205 601.359.3485 Dr. Jonithan Hatcher, Director Joycie Lenoir, Associate Project Manager Senior Chioma Anosike, Procurement Assistant/Associate Counties served: Adams, Claiborne, Copiah, Franklin, Hinds, Jefferson, Jefferson Davis, Lawrence, Lincoln, Madison, Rankin, Simpson, Warren.

26 Meridian Satellite Office 1901 Front Street Meridian, MS 39302 c/o EMBDC Post Office Box 790 Meridian, MS 39302 601.693.1306 ext 235 Natalie Purvis, Procurement Advisor Counties served: Clarke, Covington, Jasper, Jones, Kemper, Lauderdale, Leake, Neshoba, Newton, Scott, Smith, Wayne

27 Delta Contract Procurement Center 342 Washington Avenue, 2 nd Floor Greenville, MS 38702 Post Office Box 1774 Greenville, MS 38702 662.334.1543 Open Position, Director Open Position, Procurement Advisor (This office is currently being served by the MPTAP office.) Counties served: Bolivar, Carroll, Coahoma, DeSoto, Granada, Holmes, Humphreys, Issaquena, LeFlore, Panola, Quitman, Sharkey, Sunflower, Tallahatchie, Tate, Tunica, Washington, Yalobusha, and Yazoo

28 Northeast Mississippi Contract Procurement Center 318 7 th Street North Columbus, MS 39703 Post Office Box 1805 Columbus, MS 39703 662.329.1077 Bill Burge, Director Joy Lathan, Administrative Assistant Counties served: Alcorn, Attala, Benton, Calhoun, Chickasaw, Clay, Itawamba, Lafayette, Lee, Lowndes, Marshall, Monroe, Montgomery, Noxubee, Oktibbeha, Pontotoc, Prentiss, Tippah, Tishomingo, Union, Webster, and Winston

29 South Mississippi Contract Procurement Center 1636 Popps Ferry Road, Suite 203 Biloxi, MS 39532 228.396.1288 Marcia McDowell, Director Mel Estrade, Procurement Advisor Counties served: Amite, Forrest, George, Greene, Hancock, Harrison, Jackson, Lamar, Marion, Pearl River, Perry, Pike, Stone, Walthall, Wilkinson


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