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HUBZone Application. What to know when getting started. Before you start……. Obtain a Dunn & Bradstreet number (DUNS) – fedgov.dnb.com/webform Register in Central Contractor Registration (CCR) - www.ccr.gov Complete the Dynamic Small Business Profile (DSBP) – accessible through CCR

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HUBZone Application

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Hubzone application

HUBZone Application

What to know when getting started


Before you start

Before you start……..

  • Obtain a Dunn & Bradstreet number (DUNS) – fedgov.dnb.com/webform

  • Register in Central Contractor Registration (CCR) - www.ccr.gov

  • Complete the Dynamic Small Business Profile (DSBP) – accessible through CCR

  • Create a General Login System (GLS) profile – www.sba.gov/hubzone


Before you start1

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.


Before you start2

Before you start……..


Before you start3

July 2012

CCR

EPLS

FedReg

ORCA

Later Phases

CFDA

ESRS

FBO

FPDS-NG

FSRS

PPIRS

WDOL

Before you start……..


Before you start4

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


Before you start5

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.


Before you start6

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


Before you start7

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).


Application process

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.


Application process1

Application Process……..

Let’s get started!


Application process2

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.


Application process3

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)


Application process4

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)


Application process5

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)


Application process6

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 email address made available


Application process7

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”


Application process8

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.

    Page 17

  • Select “end” to exit your application

  • You may visit www.sba.gov/hubzone to do the following:

    * Edit your application (prior to “electronic verification”)

    * Check your application status

    * Cancel your application


Application process9

Application Process……..

Electronic Verification

  • 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:

    * “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


Application process10

Application Process……..

CONGRATULATIONS you have now completed the HUBZone application submission process!


After submission

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., email return receipt or USPS, FedEx or UPS with tracking numbers).

  • 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.

  • Assign someone to “manage” the application process.


After submission1

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.


Www mscpc com

www.mscpc.com


Mississippi procurement technical assistance program

Mississippi Procurement Technical Assistance Program

501 North West Street

Woolfolk Building, 6th 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


Central mississippi procurement center

Central Mississippi Procurement Center

501 North West Street

Woolfolk Building, 6th 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.


Meridian satellite office

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


Delta contract procurement center

Delta ContractProcurement Center

342 Washington Avenue, 2nd 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


Northeast mississippi contract procurement center

Northeast Mississippi Contract Procurement Center

318 7th 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


South mississippi contract procurement center

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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