HUBZone Application What to know when getting started.

HUBZone ApplicationHUBZone Application

What to know when getting startedWhat to know when getting started

Before you start……..Before you start……..

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

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

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

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


Effective July 2012, CCR will be Effective July 2012, CCR will be transitioning to the new System for transitioning to the new System for Award Management (SAM) Award Management (SAM) database. The purpose of SAM will database. The purpose of SAM will be to combine several procurement be to combine several procurement systems into one new system. systems into one new system.

The DSBP and GLS will remain outside The DSBP and GLS will remain outside of the SAM database.of the SAM database.


July 2012July 2012

CCRCCR EPLSEPLS FedRegFedReg ORCAORCA

Later PhasesLater Phases

CFDACFDA ESRSESRS FBOFBO FPDS-NGFPDS-NG FSRSFSRS PPIRSPPIRS WDOLWDOL


CCR – Central Contractor RegistrationCCR – Central Contractor Registration EPLS – Excluded Parties List SystemEPLS – Excluded Parties List System FedReg – Federal RegisterFedReg – Federal Register ORCA – Online Representations and Certifications ApplicationORCA – Online Representations and Certifications Application

CFDA – Catalog of Federal Domestic AssistanceCFDA – Catalog of Federal Domestic Assistance ESRS – Electronic Subcontracting Reporting SystemESRS – Electronic Subcontracting Reporting System FBO – Federal Business OpportunitiesFBO – Federal Business Opportunities FPDS-NG – Federal Procurement Data System-Next GenerationFPDS-NG – Federal Procurement Data System-Next Generation FSRS – Federal Funding Accountability and Transparency Act FSRS – Federal Funding Accountability and Transparency Act

Sub-award Reporting SystemSub-award Reporting System PPIRS – Past Performance Information Retrieval SystemPPIRS – Past Performance Information Retrieval System WDOL – Wage Determination Online WDOL – Wage Determination Online


Verify that you meet the eligibility requirements for Verify that you meet the eligibility requirements for HUBZone certification. (Step 1)HUBZone certification. (Step 1)

If you have more than one office location, you must have If you have more than one office location, you must have each location registered in CCR and the DSBP (excluding each location registered in CCR and the DSBP (excluding job sites for construction and service industries).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 Schedule an appointment with yourself to have uninterrupteduninterrupted time to complete the application. time to complete the application.


DOCUMENTSDOCUMENTS

Lease/rental agreementLease/rental agreement Utility billUtility bill Last 3 years of business tax returnsLast 3 years of business tax returns Most recent tax returns for all ownersMost recent tax returns for all owners Citizenship documentation for business ownersCitizenship documentation for business owners Corporation – Articles of IncorporationCorporation – Articles of Incorporation Corporation – Copy of all stock certificatesCorporation – Copy of all stock certificates Corporation – Corporate Bylaws and amendmentsCorporation – Corporate Bylaws and amendments LLC – Operating Agreement and amendmentsLLC – Operating Agreement and amendments LLC – Articles of Organization and amendmentsLLC – Articles of Organization and amendments LLC – Certificate of Good StandingLLC – Certificate of Good Standing Partnership – Partnership Agreement and amendmentsPartnership – Partnership Agreement and amendments Official payroll recordOfficial payroll record HUBZone maps of employee home addressesHUBZone maps of employee home addresses Most recent State Unemployment tax filing/reportMost recent State Unemployment tax filing/report Valid ID for each employee residing in a HUBZone areaValid ID for each employee residing in a HUBZone area


Are you computer ready?Are you computer ready?

Allow “pop-ups” for this application Allow “pop-ups” for this application process.process.

Set your security level to “default” or Set your security level to “default” or “medium”.“medium”.

Set your privacy level to “high”.Set your privacy level to “high”. Remember to re-set your computer to Remember to re-set your computer to

your original settings once you have your original settings once you have completed the application process.completed the application process.

Access to a printer (stocked with paper).Access to a printer (stocked with paper).

Application Process……..Application Process……..

Application must be completed in one Application must be completed in one session. (Step 2)session. (Step 2)

You must be connected to the Internet You must be connected to the Internet (DSL or cable is best)(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.


Let’s get started!Let’s get started!


Page 1Page 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 If all locations are not, you will be directed to CCR to

register each company location. register each company location.

Page 2Page 2 Enter number of employees (enter the number)Enter number of employees (enter the number)

Page 3Page 3 Identification of principal office (if correct select ‘continue’)Identification of principal office (if correct select ‘continue’)

Page 4Page 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 If you answer no on page 4, you will be directed to CCR

to update company information. You must wait 48 hours to update company information. You must wait 48 hours and then re-start your application process.and then re-start your application process.


Page 5Page 5 Verify the principal company address (yes or no answer)Verify the principal company address (yes or no answer)

Page 6Page 6 Verify the DUNS, tax ID and CAGE for the principal office Verify the DUNS, tax ID and CAGE for the principal office

(select ‘continue’ if correct)(select ‘continue’ if correct)

Page 7Page 7 Verify the primary NAICS code (yes or no answer)Verify the primary NAICS code (yes or no answer)

Page 8Page 8 Confirm that you are “authorized” to obligate your Confirm that you are “authorized” to obligate your

companies participation in the HUBZone program (yes or companies participation in the HUBZone program (yes or no answer)no answer)


Page 9Page 9 Enter contact information for person entering the Enter contact information for person entering the

applicationapplication

Page 10 (Section A)Page 10 (Section A) HUBZone’s determination on whether or not the company HUBZone’s determination on whether or not the company

is located in a designated are (there are exceptions for is located in a designated are (there are exceptions for companies owned by Indian Tribal Governments)companies owned by Indian Tribal Governments)

There is a box where you can disagree if the There is a box where you can disagree if the determination is incorrectdetermination is incorrect

Verify or edit company mailing addressVerify or edit company mailing address

Page 10 (Section B)Page 10 (Section B) Enter the general business point of contactEnter the general business point of contact Enter general business information (structure, established Enter general business information (structure, established

date, description of products/services, size, debar)date, description of products/services, size, debar)


Page 11 (Section C)Page 11 (Section C) Verification that company is at least 51% owned and Verification that company is at least 51% owned and

controlled by U.S. citizen (start with the highest ranking controlled by U.S. citizen (start with the highest ranking individual and move down)individual and move down)

Individual owner(s) interest in other businessIndividual owner(s) interest in other business

Page 12 (Section C)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 websiteExceptions can been seen on the SBA website

Page 12 (Section D)Page 12 (Section D) Financial, tax return and balance sheet informationFinancial, tax return and balance sheet information

Page 12 (Section E)Page 12 (Section E) Verification on employment requirements (yes or no Verification on employment requirements (yes or no

answer)answer)


Page 12 (Section F)Page 12 (Section F) Verification of any affiliations through JV, franchise or Verification of any affiliations through JV, franchise or

license agreements, stock holding, partnership, license agreements, stock holding, partnership, membership, ownership, sharing of membership, ownership, sharing of equipment/facilities/employees, special license or bonding equipment/facilities/employees, special license or bonding assistance indemnification or guaranteeassistance indemnification or guarantee

Page 13 (Section F)Page 13 (Section F) Further verification of affiliation (enter affiliate name, type Further verification of affiliation (enter affiliate name, type

of affiliation, percentage of ownership, etc)of affiliation, percentage of ownership, etc)

Page 14 (Step 3)Page 14 (Step 3) The SBA will verify your ability to represent this company The SBA will verify your ability to represent this company

(verified by the entry for highest ranking officer)(verified by the entry for highest ranking officer) The responding executive will need the SBA customer The responding executive will need the SBA customer

password and his/her email address made availablepassword and his/her email address made available


Page 15Page 15 Notification that you have successfully completed steps 1 Notification that you have successfully completed steps 1

to 3 of the HUBZone Applicationto 3 of the HUBZone Application Print this page using the “file-print” option of your internet Print this page using the “file-print” option of your internet

browser and retain this for your recordsbrowser and retain this for your records Notification to proceed to the “next page” to complete Notification to proceed to the “next page” to complete

steps 4 & 5 for completion of your application.steps 4 & 5 for completion of your application.

Page 16 (Step 4)Page 16 (Step 4) Download your completed applicationDownload your completed application Make note of your application numberMake note of your application number View your completed application for accuracyView your completed application for accuracy You can edit your application as many times as you want You can edit your application as many times as you want

before responding to the “electronic verification”before responding to the “electronic verification”


Page 16 (Step 5)Page 16 (Step 5) For the SBA to proceed with your application, you must For the SBA to proceed with your application, you must

ensure that the “additional point of contact” identified in ensure that the “additional point of contact” identified in Step 3 completes the “electronic verification” process Step 3 completes the “electronic verification” process using the information provided in the email notification using the information provided in the email notification sent to them. If this is not done within 10 sent to them. If this is not done within 10 calendarcalendar days, days, your application will be deleted.your application will be deleted.

Page 17Page 17 Select “end” to exit your applicationSelect “end” to exit your application You may visit You may visit www.sba.gov/hubzonewww.sba.gov/hubzone to do the following: to do the following:

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

* Check your application status* Check your application status

* Cancel your application* Cancel your application


Electronic VerificationElectronic Verification Once you receive the email requesting your “electronic Once you receive the email requesting your “electronic

verification”, you will need the following:verification”, you will need the following:* HUBZone application number* HUBZone application number* SBA Customer ID* SBA Customer ID* Your email address* Your email address

Once you access your application you will then have the Once you access your application you will then have the following options:following options:

* “Submit” will open a box to verify submission* “Submit” will open a box to verify submission* Withdraw your application* Withdraw your application* Authorize processing by selecting “ok” or * Authorize processing by selecting “ok” or

“cancel”“cancel” Once you select “ok” you will receive a message that Once you select “ok” you will receive a message that

reads “Thank you for completing this phase of the reads “Thank you for completing this phase of the HUBZone application process. The application status will HUBZone application process. The application status will now appear as “Received” in our system.”now appear as “Received” in our system.”

Select “end” to complete and exitSelect “end” to complete and exit


CONGRATULATIONS you CONGRATULATIONS you have now completed the have now completed the

HUBZone application HUBZone application submission process!submission process!

After submission……..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 Submit all documents via a method that can be tracked and that requires signature (i.e., email return receipt or and that requires signature (i.e., email return receipt or USPS, FedEx or UPS with tracking numbers).USPS, FedEx or UPS with tracking numbers).

Start a log of submission dates, items submitted, Start a log of submission dates, items submitted, requests, responses, etc.requests, responses, etc.

Watch for emails from the SBA or the HUBZone program. Watch for emails from the SBA or the HUBZone program. Watch your SPAM folder. Watch your SPAM folder.

Assign someone to “manage” the application process.Assign someone to “manage” the application process.

After submission……..After submission……..

Be aware that you may be assigned to more than one Be aware that you may be assigned to more than one analyst throughout the application process.analyst throughout the application process.

Be prepared to respond quickly to the requests from the Be prepared to respond quickly to the requests from the analyst.analyst.

Keep all of your supporting documentation up-to-date for Keep all of your supporting documentation up-to-date for quicker response time.quicker response time.

Keep your government registrations up-to-date and active Keep your government registrations up-to-date and active (i.e. CCR, DSBP, etc).(i.e. CCR, DSBP, etc).

Be aware when your company “point of contacts” change.Be aware when your company “point of contacts” change.

www.mscpc.comwww.mscpc.com

MississippiProcurement

TechnicalAssistance Program

(MPTAP)

CentralMississippi

Procurement Center(CMPC)

Delta ContractProcurement Center

(DCPC)

NortheastMississippiContract

Procurement Center(NMCPC)

South MississippiContract

Procurement Center(SMCPC)

MeridianSatellite Office

TupeloSatellite Office

Mississippi Procurement Mississippi Procurement Technical Assistance ProgramTechnical Assistance Program

501 North West Street501 North West Street

Woolfolk Building, 6Woolfolk Building, 6thth Floor Floor

Jackson, MS 39201Jackson, MS 39201

Post Office Box 849Post Office Box 849


601.359.3485601.359.3485

Carol Harris, Bureau/Program ManagerCarol Harris, Bureau/Program Manager

Dr. Jonithan Hatcher, DirectorDr. Jonithan Hatcher, Director

Joycie Lenoir, Associate Project Manager SeniorJoycie Lenoir, Associate Project Manager Senior

Chioma Anosike, Procurement Assistant/AssociateChioma Anosike, Procurement Assistant/Associate

LaTisha Landing, Bid Management Clerk/Web AdministratorLaTisha Landing, Bid Management Clerk/Web Administrator

Central Mississippi Central Mississippi Procurement CenterProcurement Center

501 North West Street501 North West StreetWoolfolk Building, 6Woolfolk Building, 6thth Floor Floor


Post Office Box 849Post Office Box 849Jackson, MS 39205Jackson, MS 39205

601.359.3485601.359.3485

Dr. Jonithan Hatcher, DirectorDr. Jonithan Hatcher, Director

Joycie Lenoir, Associate Project Manager SeniorJoycie Lenoir, Associate Project Manager SeniorChioma Anosike, Procurement Assistant/AssociateChioma Anosike, Procurement Assistant/Associate

Counties served: Adams, Claiborne, Copiah, Franklin, Hinds, Jefferson, Counties served: Adams, Claiborne, Copiah, Franklin, Hinds, Jefferson, Jefferson Davis, Lawrence, Lincoln, Madison, Rankin, Simpson, Warren. Jefferson Davis, Lawrence, Lincoln, Madison, Rankin, Simpson, Warren.

Meridian Satellite OfficeMeridian Satellite Office

1901 Front Street1901 Front Street

Meridian, MS 39302Meridian, MS 39302

c/o EMBDCc/o EMBDC


Meridian, MS 39302Meridian, MS 39302

601.693.1306 ext 235601.693.1306 ext 235

Natalie Purvis, Procurement AdvisorNatalie Purvis, Procurement Advisor

Counties served: Clarke, Covington, Jasper, Jones, Kemper, Lauderdale, Counties served: Clarke, Covington, Jasper, Jones, Kemper, Lauderdale, Leake, Neshoba, Newton, Scott, Smith, WayneLeake, Neshoba, Newton, Scott, Smith, Wayne

Delta ContractDelta ContractProcurement CenterProcurement Center

342 Washington Avenue, 2342 Washington Avenue, 2ndnd Floor FloorGreenville, MS 38702Greenville, MS 38702

Post Office Box 1774Post Office Box 1774Greenville, MS 38702Greenville, MS 38702

662.334.1543662.334.1543

Open Position, DirectorOpen Position, Director

Open Position, Procurement AdvisorOpen Position, Procurement Advisor(This office is currently being served by the MPTAP office.)(This office is currently being served by the MPTAP office.)

Counties served: Bolivar, Carroll, Coahoma, DeSoto, Granada, Holmes, Counties served: Bolivar, Carroll, Coahoma, DeSoto, Granada, Holmes, Humphreys, Issaquena, LeFlore, Panola, Quitman, Sharkey, Sunflower, Humphreys, Issaquena, LeFlore, Panola, Quitman, Sharkey, Sunflower,

Tallahatchie, Tate, Tunica, Washington, Yalobusha, and YazooTallahatchie, Tate, Tunica, Washington, Yalobusha, and Yazoo

Northeast Mississippi Contract Northeast Mississippi Contract Procurement CenterProcurement Center

318 7318 7thth Street North Street North

Columbus, MS 39703Columbus, MS 39703


Columbus, MS 39703Columbus, MS 39703

662.329.1077662.329.1077

Bill Burge, DirectorBill Burge, Director

Joy Lathan, Administrative AssistantJoy Lathan, Administrative Assistant

Counties served: Counties served: Alcorn, Attala, Benton, Calhoun, Chickasaw, Clay, Alcorn, Attala, Benton, Calhoun, Chickasaw, Clay, Itawamba, Lafayette, Lee, Lowndes, Marshall, Monroe, Montgomery, Itawamba, Lafayette, Lee, Lowndes, Marshall, Monroe, Montgomery, Noxubee, Oktibbeha, Pontotoc, Prentiss, Tippah, Tishomingo, Union, Noxubee, Oktibbeha, Pontotoc, Prentiss, Tippah, Tishomingo, Union,

Webster, and Winston Webster, and Winston

South Mississippi Contract South Mississippi Contract Procurement CenterProcurement Center

1636 Popps Ferry Road, Suite 2031636 Popps Ferry Road, Suite 203

Biloxi, MS 39532Biloxi, MS 39532

228.396.1288228.396.1288

Marcia McDowell, DirectorMarcia McDowell, Director

Mel Estrade, Procurement AdvisorMel Estrade, Procurement Advisor

Counties served: Amite, Forrest, George, Greene, Hancock, Harrison, Counties served: Amite, Forrest, George, Greene, Hancock, Harrison, Jackson, Lamar, Marion, Pearl River, Perry, Pike, Stone, Walthall, Jackson, Lamar, Marion, Pearl River, Perry, Pike, Stone, Walthall,

Wilkinson Wilkinson

HUBZone Application What to know when getting started.

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