Core Processes

Screenshots are subject to change as new versions of MySBA Certifications are released.

1		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 #9] Individual Contributor Questionnaires [Row #10] Special walkthrough for 8(a) Business Development Questionnaires starting on Row #16 Invite a Contributor [Row #22] Program-Specific Questionnaires [Row #25] Document Uploads [Row #40]
2		The Ownership page first asks the user to select their business structure. Select the “Type of Owner” dropdown menu and choose either Individual or Organization.
3		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.
4		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 select Next to progress.
5		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. Note that the entry fields presented to the user here are different than before based on the new “Type of Owner” selection. Once the user has completed all fields on this page, they select Next to progress.
6		This page asks the user to enter their Control & Operations details. Select Add New to begin.
7		The user is prompted to add an individual on the management team to the application by completing the onscreen information fields and selecting Add when finished. This process is repeated for each individual on the management team.
8		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.
9		This page displays a list of programs for which the business applicant is eligible (based on user answers in Ownership and Control/Operations sections). Verify that your certificate selections are accurate, and click Next to proceed. NOTE: Upon reaching this page, the Qualified Owner will have previously selected intended programs for application during the Initiating Processes phase. This page in the Core Processes phase clarifies which programs the business is actually eligible for… which may either expand or shrink the list of certificate selections to which the business may apply.
10		This page asks an Individual Contributor (IC) to complete prior and current SBA Program Eligibility questions. Once all relevant information has been inputted, select Next.
11		This page asks an IC to complete professional licenses questions. Once all relevant information has been inputted, select Next.
12		This page asks an IC to begin completing Federal Relationship questions.
13		Federal Relationship questions continue as the IC scrolls down the page and completes the required fields. Once all information has been inputted, select Next.
14		This page asks an IC to complete questions about other ownership experience. Once all relevant information has been inputted, select Next.
15		This page asks an IC to input personal/contact information. Once all relevant information has been inputted, select Next.
16		For applications that include an 8(a) component, this page prompts the user to begin completing Basic Eligibility questions.
17		8(a) Basic Eligibility questions continue as the user scrolls down the page and completes the required fields. Once all information has been inputted, select Next.
18		On 8(a) applications, the user will also be prompted with Character questions. Once all information has been inputted, select Next.
19		On 8(a) applications, the user will begin completing the Social Disadvantage section here.
20		Social Disadvantage questions continue as the user scrolls down the page and completes the required fields. Once all information has been inputted, select Next.
21		This page asks the user to answer Prior & Familial Involvement questions. Once all answers have been provided, select Next
22		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.
23		The Invite Contributor(s) pop-up box will appear. The user selects Send Invite to finalize and transmit the invitation(s).
24		This page asks the user to begin providing inputs related to Economic Disadvantage for either 8(a) or EDWOSB programs.
25		As the user scrolls down the page, fields are provided to input bank account information, company valuation, and income.
26		Scrolling further, the user is asked to respond Yes or No to additional finance questions.
27		Next the user is asked to provide inputs related to home and real estate matters.
28		Home and real estate questions continue as the user scrolls down the page.
29		Home and real estate questions transition into questions about vehicles, auto loans, and general assets.
30		The Economic Disadvantage section concludes with questions about liabilities and debt. When the user finishes all inputs for this section, select Next.
31		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).
32		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
33		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.
34		To complete the Office Location page, the applicant will 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.
35		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.
36		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.
37		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.
38		After completing the HUBZone Calculator, the applicant will complete the Individual Contributor HUBZone Business Relationships page.
39		The applicant will also complete the HUBZone Calculator Supplemental form.
40		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.