15-day Letter to Firm during Pre-Screening

All 8(a) applicants who have received 15-day letters are automatically sent up to 3 reminder messages about their applications if they have not resubmitted.

Daily at 9:00pm UTC / 04:00pm EST

To: Firm Email Address (Vendor Admin Login Email)

DSBS Report

CSV file with 8(a) initial applications and annual review updates from the last 24 hours. (Certificate issue_date / Certificate updated_at)

Column →

duns uei tax_id tax_id_type case_number A type entry_date exit_date created_by_id created_by_date last_updated_id last_updated_email last_updated_date

Daily at 11:00pm UTC / 06:00pm EST

To: hilary.cronin@sba.gov, Terrance.Lewis@sba.gov, Rahul.Gundala@sba.gov, saritha.palley@sba.gov, vamshidhar.kolan@sba.gov

Daily Application Report -
CSV file attached with initial 8(a) applications submitted as of today.

Column → duns_number, uei, submitted at date, review status, screening due date, Firm name, firm email

Daily at 2:30pm UTC / 09:30am EST

hilary.cronin@sba.gov, julin.justin@sba.gov

Daily MPP Tracking Log -
CSV file attached with all initial MPP applications created after 2022-06-09.

Column → application_id date_submitted date_to_screener screener_name date_to_analyst firm_name duns_number uei state analyst_name email review_status decision_date eighta

Daily at 8:00am UTC / 7:00pm EST

sbampp@sba.gov, geramiah.fox@sba.gov, hilary.cronin@sba.gov

MPP Annual Evaluation Created

Daily at 3:00pm UTC / 10:00am EST

To: Firm Email Address (Vendor Admin Login Email)

BCC: certify@sba.gov

MPP Annual Evaluation Reminder

Daily at 3:30pm UTC / 10:30 am EST

To: Firm Email Address (Vendor Admin Login Email)

BCC: certify@sba.gov

MPP Annual Evaluation 5 Day Reminder

Daily at 4:00pm UTC / 11:00am EST

To: Firm Email Address (Vendor Admin Login Email)

BCC: certify@sba.gov

8(a) Annual Review Created

Daily at 10:05am UTC / 5:05am EST

To: Firm Email Address (Vendor Admin Login Email)

BCC: certify@sba.gov

8(a) Annual Review Reminder Email

Daily at 11:05am UTC / 6:05am EST

To: Firm Email Address (Vendor Admin Login Email)

BCC: certify@sba.gov

8a Monthly Summary Report

Every 1st of the month at 3:00am UTC

To: hilary.cronin@sba.gov, geramiah.fox@sba.gov

CSV Header:
"uei","application_id","tax_identifier_number","duns","legal_business_name","cert_status","duty_station_name","duty_station_id","servicing_bos","certificate_duty_station_id","program_start_date","program_end_date","physical_congressional_district","mailing_address_line_1","mailing_address_line_2","mailing_address_city","mailing_address_state_or_province","physical_zip_code_5","govt_bus_poc_email","average_number_of_employees","entity_structure","primary_naics","naics_code_string","corporate_url"

Active 8a Applications for “MONTH YEAR”

Every 1st of the month at 3:00am UTC

To: hilary@cronin@sba.gov

CSV Header:

"office_name","firm_name","NAICS","cage","duns","current_certificate_status","program_end_date","eight_approval_date","certificate_servicing_BOS_first_name","certificate_servicing_BOS_last_name","review_status"

Initial 8a Applications Submitted for “MONTH YEAR”

Every 1st of the month at 3:00am UTC

To: hilary@cronin@sba geramiah.fox@sba.gov, hilary.cronin@sba.gov

CSV Header:

"duns_number","master_app","initial_submit_date"