Core Processes are to be completed by the Qualified Owner, Delegate, and Contributors according to the coordinated responsibilities of each role.
Since this core phase of the application contains many processes, a table row reference # is provided below for each individual process and where it lies within the table arrangement comprising this Core Processes section:
Ownership [Row #2]
Ownership - Individual [Row #3]
Ownership - Organization [Row #5]
Control & Operations [Row #6]
Eligible Program Selection [Row #8]
Questionnaire Section(s) [Row #9]
Special walkthrough for HUBZone Calculator [Row #10]
Document Uploads [Row #17]
Invite a Contributor [Row #18]
The Ownership page first asks the user to select the “Type of Owner”. In the dropdown menu, the user can choose either Individual or Organization.
The page display that follows the preceding step is conditional based on what the user selects in the “Type of Owner” field. If Individual is selected, then this page arrangement is shown and the user will complete all fields to provide individual ownership information.
*Entity-Owned applicants will not see questions related to sex, veteran status, or social disadvantage on this screen.
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This shows a continuation of the previous page (when “Individual” is selected in the "Type of Owner" dropdown menu). Once the user has completed all fields on this page, they must click Save at the bottom of the screen in order to add the owner to the table. You will follow this process for all owners. Then click select Next to progress.
When the user encounters the Ownership page and selects Organization (instead of “Individual”) from the "Type of Owner" dropdown menu, this page display is shown.
Once the user has completed all fields on this page, they select Save to add the entry to the table. When the user has added all applicable organizations and their ownership information, they select Next to progress.
This page asks the user to enter their Control & Operations details. Select Add New (not shown) to begin.
The user is prompted to add an individual on the management team to the application by completing the onscreen information fields and selecting Save when finished. This process is repeated for each individual on the management team.
As individuals on the management team are added, the page displays a summary table of all entries. If the user needs to change any details for an existing entry, they can select Edit in the corresponding entry row, make the changes in pertinent fields, and select Update to populate the new row information within the table. The user can also select Delete in a given row to delete the entry entirely.
Once all individuals have been added and table information is correct, the user will select Next at the bottom of the page.
Previously, the user will have selected which programs they intended to apply for. However, this page displays a list of programs for which the business applicant is eligible to apply for (based on user answers in Ownership and Control/Operations sections). Verify that your certificate selections are accurate, and click Next to proceed.
This page displays an example of the Questionnaire Sections. Each card represents a section of the application that the user is responsible for completing. Clicking a card will take the user to that section and display the relevant questions.
Click the following link to view a full Application Preview.
If applying for a HUBZone certification, the user will encounter the HUBZone Calculator page. Selecting Start will navigate you to a new tab containing the HUBZone Calculator tool, where you will enter key business location information.
IMPORTANT NOTE:
An applicant business may choose to utilize the HUBZone calculator tool prior to initiating their MySBA Certifications application; if you do this, please be sure to export your calculator results and initiate your MySBA Certifications application before the relevant pay period concludes (as delaying into future pay periods may cause system errors).
Select Start on the HUBZone Calculator page to be routed to the HUBZone Calculator Home Page. To begin the HUBZone Calculator operation, select Begin in the bottom right corner.
As an applicant progresses through the HUBZone Calculator, they may choose to:
Save their progress by selecting Save
Import previous HUBZone Calculator data by selecting Import
Export current HUBZone Calculator data by selecting Export
Clear all data by selecting Clear
This page asks the applicant to input their Payroll Information. The applicant must submit their business name, application date, payroll frequency, and payroll periods.
IMPORTANT NOTE:
The applicant must enter the dates of the most recently completed payroll periods (accounting for the four-week period prior to the application date). Be sure to enter the end date of the payroll period, which is different than the check date.
Once complete, select Save. The HUBZone Calculator will provide a summary of your inputs. Once confirmed, select Next.
To complete the Office Location page, the applicant will select Add New and provide the office location name and address. If the location is a job site, please select the job site checkbox below the location name field.
Once complete, select Save. Be sure to include all job sites and office locations before selecting Next on the Summary page.
HUBZone applicants must include information on all employees. To add employees, applicants should enter each employee’s name, hours worked, hours by location, residential information, and supporting documents. An applicant may also provide additional information to offer more context regarding the status and location of the employee.
Once complete, select Save.
Repeat the process for all employees. Once finished, an applicant may review all employee entries before selecting Next.
Once the Payroll Information, Office Location, and Employees pages are complete, the HUBZone Calculator will provide a summary of the applicant's inputs on the Eligibility page.
After reviewing the provided summary for accuracy, select Next.
Once complete, the HUBZone Calculator will show the applicant if they are Eligible (green banner) or Ineligible (red banner) on the What’s Next page. The applicant may adjust their information by navigating back to each page, or they may clear all inputs by selecting Clear in the top right corner and then restarting the HUBZone Calculator.
Once reviewed, the applicant will select Save and Return to MySBA Certifications.
The Document Upload page allows the user to upload all relevant documentation pertaining to their business. Upload categories are separated under different headings (each with its own upload table) to help organize the upload effort.
Within each upload category, proceed as follows:
Select the Upload button to upload a new document. Once uploaded, the document will be displayed in a table row with its file name, author/uploader, creation date, and document type
In that same row, select the dropdown arrow in the Document Type column and then select the pertinent [document type] from the provided options
Repeat the above steps as needed until all required documents are uploaded
Select the [trash can icon] within a given row if you wish to delete/remove that row's associated document.
For a detailed description of all documentation required in your application (depending on the specific certifications you have selected), visit the MySBA Certifications: Supporting Documents Guide within the Knowledge Base.
Once all uploads are complete, select Next at the bottom of the page to progress in the application process.
On the Invite a Contributor page, a user can edit or delete the list of Owners, Controlling Individuals, and/or Spouses as desired.
When finished with edits, the user selects Next.
The Invite Contributor(s) pop-up box will appear. The user selects Send Invite to finalize and transmit the invitation(s).