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Introduction

This article contains specifics on the automated emails from Certify. The whenever gem in Rails is used to send out automated emails.

Automated Emails

Email

Schedule

Email Example

Email Address

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)

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

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

CSV Header:

"duns_number","master_app","initial_submit_date"

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