Initiating Processes

1		Initiating Processes are completed only by the Qualified Owner (or QO) of the application.
2		This page displays after a QO selects Begin on the Post-login Landing Page (see Section 1 of this User Guide for reference). In order to start the application, the QO must claim a business from the SAM.gov registered business database. To do this, identify your UEI, CAGE code, associated bank account number, and TIN and enter the information for each into corresponding fields on the page. Then select Find. NOTE: Before advancing in this process, we recommend that you ensure your SAM.gov account is active and up-to-date. Any changes you make in SAM.gov will require administrative review and activation, which may cause delays in the application process. Also, remember that SBA will only accept “Claim a Business” submissions from Qualified Owners. If you are not a QO, then do not proceed.
3		This page lists key information tied to the business the QO is seeking to claim, and presents a dropdown menu to confirm the business type (sole proprietorship, partnership, LLC, etc.). The QO will select the appropriate business type from the dropdown and then select Next to proceed.
4		This pop-up window presents when a business has already been claimed and is unavailable. Select Close to return to the Claim Your Business entry page.
5		The QO chooses their intended program(s) for application by selecting the corresponding radio buttons at the top right of each option box. Options include: 8(a) Business Development Women-Owned Economically Disadvantaged Women-Owned Mentor-Protégé Program HUBZone Veteran-Owned Service-Disabled Veteran-Owned When finished, select Next.
6		This page asks if the Qualifying Owner will be assigning a Delegate for the application. Select Yes or No, and then select Next at the bottom of the page.
7		If “Yes” to the previous page, the QO will enter Delegate information into each field on this page and select Next when finished.
8		Once the QO enters Delegate information, this page displays a summary of the Delegate information. Verify all information is correct. Select Previous to return to the previous page and make corrections, or if Delegate information is already accurate, select Next to proceed.
9		After assigning a Delegate, the QO will select Send Invite to send an e-mail to the address provided for the Delegate. NOTE: Any application tasks accessible to a Delegate are also accessible to a Qualified Owner. Up until this point in the process, the QO has been the only role eligible to perform basic setup tasks for the business... however, all tasks defined in the Delegate section are also available to QOs who wish to perform them directly and without an assigned helper.