Automated Reports from Certify

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

bcc: management@certify.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 daniel.powers@sba.gov

8a Monthly Summary Report

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

To: geramiah.fox@sba.gov, hilary.cronin@sba.gov daniel.powers@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"

8a_daily_summary_report

8(a) Approved and Denied Initial Applications

Daily at 01:10pm UTC / 8:10am EST

To: hilary.cronin@sba.gov, jimelica.fong@sba.gov, geramiah.fox@sba.gov, carlin.solerkanchumarthy@sba.gov daniel.powers@sba.gov jaide.oconnor@sba.gov

CSV Header:

"APP ID","UEI","Firm","Decision Date","Decision"

daily_summary_report

8(a) Processing, 15-days letter return and Screening list for CODS

Daily at 01:10pm UTC / 8:10am EST

To: hilary.cronin@sba.gov, jimelica.fong@sba.gov, geramiah.fox@sba.gov daniel.powers@sba.gov

CSV Header:
"APP ID", "Certificate Status", "UEI", "Firm", "Submitted Date", "Application Status", "Review Status", "District Office", "Case Owner", "Reviewer", "Processing Due Date", "Days in processing or screening", "Latest Recommendation"

exited_firms_daily_report

Exited Firm Daily Report

Daily at 12:35pm UTC / 8:35am EST

To: hilary.cronin@sba.gov, geremiah.fox@sba.gov daniel.powers@sba.gov

CSV Header:

'Firm name', 'UEI', 'exit date'

Initial Apps Submitted Report

Daily at 12:30pm UTC / 7:30am EST

To: hilary.cronin@sba.gov, geremiah.fox@sba.gov, van.tran@sba.gov daniel.powers@sba.gov

CSV Header:

"app_start_date","application_submitted_at","uei","legal_business_name","govt_bus_poc_email","current_app_status","review_status"

Initial Apps Started Report

Daily at 12:30pm UTC / 7:30am EST

To: hilary.cronin@sba.gov, geremiah.fox@sba.gov, van.tran@sba.gov daniel.powers@sba.gov

CSV Header:

"created_at","uei","legal_business_name","govt_bus_poc_email","current_app_status"

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 daniel.powers@sba.gov

CSV Header:

"duns_number","master_app","initial_submit_date"