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What to know when getting started

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

1 What to know when getting started
HUBZone Application What to know when getting started

2 Before you start…….. Obtain a Dunn & Bradstreet number (DUNS) – fedgov.dnb.com/webform Register in Central Contractor Registration (CCR) - Complete the Dynamic Small Business Profile (DSBP) – accessible through CCR Create 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.

4 Before you start……..

5 Before you start…….. July 2012 CCR EPLS FedReg ORCA Later Phases CFDA
ESRS FBO FPDS-NG FSRS PPIRS WDOL

6 Before you start…….. CCR – Central Contractor Registration
EPLS – Excluded Parties List System FedReg – Federal Register ORCA – Online Representations and Certifications Application CFDA – Catalog of Federal Domestic Assistance ESRS – Electronic Subcontracting Reporting System FBO – Federal Business Opportunities FPDS-NG – Federal Procurement Data System-Next Generation FSRS – Federal Funding Accountability and Transparency Act Sub-award Reporting System PPIRS – Past Performance Information Retrieval System WDOL – 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 returns Most recent tax returns for all owners Citizenship documentation for business owners Corporation – Articles of Incorporation Corporation – Copy of all stock certificates Corporation – Corporate Bylaws and amendments LLC – Operating Agreement and amendments LLC – Articles of Organization and amendments LLC – Certificate of Good Standing Partnership – Partnership Agreement and amendments Official payroll record HUBZone maps of employee home addresses Most recent State Unemployment tax filing/report 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. 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.

11 Application Process……..
Let’s get started!

12 Application Process……..
Page 1 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. Page 2 Enter number of employees (enter the number) Page 3 Identification of principal office (if correct select ‘continue’) Page 4 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.

13 Application Process……..
Page 5 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) Page 7 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)

14 Application Process……..
Page 9 Enter contact information for person entering the application Page 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 incorrect Verify or edit company mailing address Page 10 (Section B) Enter the general business point of contact Enter 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 business Page 12 (Section C) Further verification of 51% ownership (yes or no answer) Exceptions can been seen on the SBA website Page 12 (Section D) Financial, tax return and balance sheet information Page 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 guarantee Page 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 15 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 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 Make note of your application number View your completed application for accuracy 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 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 You may visit to do the following: * Edit your application (prior to “electronic verification”) * Check your application status * Cancel your application

19 Application Process……..
Electronic Verification Once you receive the requesting your “electronic verification”, you will need the following: * HUBZone application number * SBA Customer ID * Your address 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.” 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.

23

24 Mississippi Procurement Technical Assistance Program
501 North West Street Woolfolk Building, 6th Floor Jackson, MS 39201 Post Office Box 849 Jackson, MS 39205 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, 6th Floor Jackson, MS 39201 Post Office Box 849 Jackson, MS 39205 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 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, 2nd Floor Greenville, MS Post Office Box 1774 Greenville, MS 38702 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 7th Street North Columbus, MS 39703 Post Office Box 1805 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 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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