Three Templates to Simplify your HUBZone Application

For companies needing assistance with their HUBZone Application, we offer 3 different templates that can help you to provide the information that the SBA requires.

Firms applying for HUBZone certification have 10 business days from the date of electronic verification of the online application to upload their supporting documentation to the SBA.

This supporting HUBZone documentation must include proof that at least 35% of all of the firm’s employees live in a HUBZone, regardless of where they work, as well as proof of the Principal Office location.

All firms including Corporations, LLCs, Partnerships and Sole Proprietors are required to provide an Employee List and a Firm Location List as part of the required proof.  The SBA requires certain elements to be provided with each of these lists.  Cloveer has designed templates to assist you with providing correct and complete details for your employees and office locations.

In addition, for companies that are run from home rather than a commercial location, we have “Home Lease Letters” to assist you in explaining your principal office arrangements to the SBA.

Visit https://cloveer.com/shop/ to purchase one or more of the below templates. The cost for each template is $50.00 and they are available for immediate download.

Employee List Template

At least 35% of all the firm’s employees must live in a HUBZone, regardless of where they work.

The SBA requires that all HUBZone Applicants provide an Employee List as part of their proof that they meet the 35% HUBZone Residency requirement.

Our Employee List template will assist you to fulfill this requirement.

Firm Location List Template

A firm’s principal office is the location where the greatest number of employees perform their work.  To qualify for HUBZone Certification, that principal office must be located in a HUBZone.

The SBA requires that all HUBZone Applicants provide a Firm Location List as part of their proof that they meet the Principal Office requirements.

Our Firm Location List template will assist you to fulfill this requirement.

HUBZone Home Lease Letter Templates

The SBA requires that all HUBZone Applicants provide a Lease, Rental Agreement or Deed executed in the Company’s name as part of their proof that they meet the Principal Office requirements.

If you run your business out of your personal residence that you own or rent, our Home Lease Letter template will assist you to fulfill this requirement.

Need assistance with your HUBZone Application? With 15 years experience and over 2,000 successful applications under our belt, we can assure you that no matter which option you choose, Cloveer will work harder and faster to get your business SBA HUBZone certified.  Contact us today at 813-333-5800 or visiting our website at cloveer.com to discover what Cloveer can do for you.

 

Five Eligibility Requirements to get SBA HUBZone Certified.

Eligibility Criteria 1:
Your business concern’s principal office must be located in a qualified SBA designated HUBZone. Search the SBA’s Mapping system and verify if your principal office is located in a qualified SBA designated HUBZone.

Definition of Principal Office:
Principal office is defined as the location where the greatest number of the business concern’s employees at any one location perform their work. However, for those business concerns whose primary industry is service or construction, the determination of principal office excludes the business concern’s employees who perform the majority of their work at job-site locations to fulfill specific contract obligations.

Eligibility Criteria 2:
Your business concern must be at least 51% unconditionally and directly owned and controlled by persons who are US citizens.

Definition of unconditionally and directly owned and controlled:
Unconditionally and directly ownership means directly owning at least 51% of the business concern. Ownership must be direct and cannot be through another business or trust, unless the trust is revocable and you are the sole grantor and trustee of the trust. Control means both the day-to-day management and long term decision making authority for the business concern. Generally, you should be the highest ranking officer of the business too.

Eligibility Criteria 3:
35% of your business concern’s employees must reside in a SBA designated HUBZone.

Definition of Employee and Reside:
Employee means all individuals employed on a full-time, part-time, or other basis, so long as that individual works a minimum of 40 hours per month. This includes employees obtained from a temporary employee agency, leasing concern, or through a union agreement or co-employed pursuant to a professional employer organization agreement. SBA will consider the totality of the circumstances, including criteria used by the IRS for Federal income tax purposes and those set forth in SBA’s Size Policy Statement No. 1, in determining whether individuals are employees of a concern. Volunteers (i.e., individuals who receive deferred compensation or no compensation, including no in-kind compensation, for work performed) are not considered employees. However, if an individual has an ownership interest in and works for the business a minimum of 40 hours per month, that owner is considered an employee regardless of whether or not the individual receives compensation. Reside means to live in a primary residence at a place for at least 180 days, or as a currently registered voter, and with the intent to live there indefinitely.

Eligibility Criteria 4:
Your business concern must be classified as a small business as defined by the SBA.

Definition of Small Business:
Small business means the business concern, with its affiliates, must meet the size standard corresponding to its primary industry classification.

Eligibility Criteria 5:
Certify that when performing a HUBZone contract, at least 35% of your employees continue to reside in a SBA designated HUBZone. If your concern is owned by a Indian Tribal Government, 35% of your employees engaged in performing that contract must reside within a SBA designated HUBZone. You must “attempt to maintain” the 35% requirement throughout the life of the contract.

Attempt to Maintain
This means that the business can fall below 35% without withdrawing, and losing its contract but must be making efforts to return to the 35% number, such as posting employment positions, etc. The SBA can decertify a firm that does not makes efforts to regain its 35% HUBZone employee requirement.

Need assistance with your HUBZone Application? With 15 years and over 2,000 successful applications under our belt, we can assure you that no matter which option you choose, Cloveer will work harder and faster to get your business SBA HUBZone certified.  Contact us today at 813-333-5800 or visiting our website at cloveer.com to discover what Cloveer can do for you.

Don’t think the 8(a) Program or HUBZone Program has any work? Think Again!

If you don’t think the 8(a) Program or HUBZone Program can be a valuable tool for your business just look at the following 8(a) and HUBZone contract information pulled from the Federal Procurement Data System (FPDS) for just the period of 10/1/2014 through 09/30/2016.


8(a) Sole Source Contract Actions:
Total Action Obligations: $17,327,494,322.14
Total Contract Actions: 122,381

8(a) Competitive Contract Actions:
Total Action Obligations: $16,760,620,275.87
Total Contract Actions: 72,546

8(a) with HUBZone Preference Contract Actions:
Total Action Obligations: $13,444,789.30
Total Contract Actions: 29

Summary:
Total 8(a) Sole Source, Competitive and HUBZone Preference:

Total Action Obligations: $34,101,559,387.31
Total Contract Actions: 194,956


HUBZone Set-Aside Contract Actions:
Total Action Obligations: $3,300,688,237.85
Total Contract Actions: 23,405

HUBZone Sole Source Contract Actions:
Total Action Obligations: $78,474,087.11
Total Contract Actions: 1,014

Summary:
Total HUBZone Set-Aside and Sole Source:

Total Action Obligations: $3,379,162,324.96
Total Contract Actions: 24,419


Need assistance with your 8(a)  or HUBZone Application? With 15 years and over 2,000 successful applications under our belt, we can assure you that no matter which option you choose, Cloveer will work harder and faster to get your business SBA 8(a) or HUBZone certified.  Contact us today at 813-333-5800 or visiting our website at cloveer.com to discover what Cloveer can do for you.

New Improved SBA HUBZONE Mapping System

The SBA has recently changed the mapping system for the SBA HUBZone Program. The old SBA mapping system was slow, very hard to navigate and not very intuitive. The new improved SBA HUBZone mapping system is a significant improvement to help to locate SBA designated HUBZone locations.

To use the new SBA HUBZone mapping system visit https://maps.certify.sba.gov/hubzone/map. Once on this page, enter the address you are attempting to search. You can also navigate the mapping system by zooming in and out making it much easier to locate a SBA qualified HUBZone location. The system also has a legend that will identify whether or not the address or area being searched is located in a SBA designated HUBZone.

One tip when using the SBA mapping system is be sure the address you are searching for is located in a “Qualified” area and is not a “Redesignated” area. Redesignated areas may be currently designated as a Qualified HUBZone location but will be no longer be Qualified after the date indicated in the SBA mapping system.

Need assistance with your HUBZone Application?

Why should you choose Cloveer Inc. to prepare your HUBZone Application?

1. We live and breath HUBZone Certification!

  • We keep up to date on all of the latest daily SBA HUBZone Program changes.
  • We have a detailed understanding of the current SBA HUBZone Regulations.

2. We have a very strong success rate!

  • We maintain a success rate of over 99% for clients we pre-qualify.
  • We have assisted hundreds of small businesses to achieve and maintain their HUBZone Program Certification.
  • We have real references to back up our success rate, that you can contact.

3. We have 15+ years of experience within the HUBZone Program!

  • All services performed are by Cloveer employees, not outside contractors, like some of our competitors.
  • Our principals (Rick and Monica Otero) worked in their family’s 8(a) Certified business. It was one of the country’s most successful 8(a), high-tech, information technology and electronics concerns. It was recognized for five consecutive years as one of the fastest growing companies in the nation, by Inc. Magazine

4. We won’t waste your time!

  • We pre-qualify all potential clients for our full HUBZone Application Service. We are not interested in wasting your time or ours if you do not qualify.
  • When you ask a question, you will get a straight answer with no double talk.
  • Even if you don’t qualify currently we will identify the workaround to your specific issue(s) so you can apply down the road.

5. We believe in Customer Service!

  • We believe in treating every client with respect they deserve as a small business.
  • Our service agreements guarantee protection of their confidential information.
  • All information provided to us is protected on our secure services and will never be shared with anyone.

Finally. We are the best HUBZone Program consultant that is available on the market. The others just try to emulate us.

Visit the Cloveer HUBZone Website or call us at 813-333-5800 for more information.

How to understand and interpret the HUBZone Application Submission Timeline

Below is the typical HUBZone Application timeline including how to interpret any messages you receive from the SBA after submitting your HUBZone Application.

Step Message From SBA Details Length of Time
Application Submitted Your Application has been submitted, but not authorized for processing. You should receive and email Nominal. As long as it takes for you to check your email and authorize the application.
Received You authorized your HUBZone Application, but is not complete until SBA requests and receives all supporting documents. Do not send any supporting documents prior to the SBA’s formal request. After you receive the SBA’s formal request, you have 10 business days to submit all of the requested documents. If you need an extension, you can email hubzonedocuments@sba.gov. Once the SBA receives your supporting documents, your HUBZone case will be assigned to a SBA reviewer. SBA may decline your application if any of the supporting documents are not received on or before the submission date. The day that you authorized the HUBZone application is your electronic verification date. This is the date that all of your supporting documents must cover. Typically 7-14 days.
On Hold Documents Your application is on hold awaiting additional information or documentation. After you submit the supporting documents, your application status may still show this message until your application is assigned to a SBA reviewer Typically 1-4 weeks.
First Level Review Your application has been assigned to an SBA analyst and is under first level review. Your first level reviewer may or may not request additional documentation from you. If additional documentation is required, your status may reverse back to On Hold Documents Typically 3-5 weeks.
Second Level Review Your application is under second level review. The first level review is complete and is being reviewed by a second set of eyes. Typically 1-3 weeks.
Final Review Your application is under final review. Final review will end with a final agency decision Typically 2-4 weeks.
Final Determination
(One or the other will occur)
Your application has been declined. You can view the details in your online correspondence history. If your firm is declined, you may reapply after 90 days. There is no reconsideration of HUBZone Applications. The decision to approve or decline is the final agency decision Complete – Determination rendered
Your application has been approved. You can view the details in your online correspondence history. Congratulations.

Special Statuses not listed above

Step Message From SBA Details Length of Time
Size Review Your application was forwarded to SBA’s Area Size Office for additional review. Some HUBZone Applications require a review by a SBA size specialist. Additional information may be requested by the SBA size Specialist. Varies
Legal Review Your application was forwarded to SBA’s Office of General Counsel for a legal review. Some HUBZone Application require a review by an SBA attorney. Additional information may be requested by the SBA. Varies
Withdrawn Your application has been withdrawn. You may reapply at any time. Complete
No Authorization Received – Withdrawn Your application was automatically withdrawn because no one from your firm authorized it for processing. You failed to follow the Received Step above. Complete
System Rejected Your application was rejected because according to your responses in the online application, your firm does not meet the HUBZone Eligibility requirements. Check your responses within your online application Complete

Need assistance with your HUBZone Application?

Why should you choose Cloveer Inc. to prepare your HUBZone Application?

1. We live and breath HUBZone Certification!

  • We keep up to date on all of the latest daily SBA HUBZone Program changes.
  • We have a detailed understanding of the current SBA HUBZone Regulations.

2. We have a very strong success rate!

  • We maintain a success rate of over 99% for clients we pre-qualify.
  • We have assisted hundreds of small businesses to achieve and maintain their HUBZone Program Certification.
  • We have real references to back up our success rate, that you can contact.

3. We have 15+ years of experience within the HUBZone Program!

  • All services performed are by Cloveer employees, not outside contractors, like some of our competitors.
  • Our principals (Rick and Monica Otero) worked in their family’s 8(a) Certified business. It was one of the country’s most successful 8(a), high-tech, information technology and electronics concerns. It was recognized for five consecutive years as one of the fastest growing companies in the nation, by Inc. Magazine

4. We won’t waste your time!

  • We pre-qualify all potential clients for our full HUBZone Application Service. We are not interested in wasting your time or ours if you do not qualify.
  • When you as a question, you will get a straight answer with no double talk.
  • Even if you don’t qualify currently we will identify the workaround to your specific issue(s) so you can apply down the road.

5. We believe in Customer Service!

  • We believe in treating every client with respect they deserve as a small business.
  • Our service agreements guarantee protection of their confidential information.
  • All information provided to us is protected on our secure services and will never be shared with anyone.

Finally. We are the best HUBZone Program consultant that is available on the market. The others just try to emulate us.

Visit the Cloveer HUBZone Website or call us at 813-333-5800 for more information.

3 SBA HUBZone Application Killers

1. The firm’s Dun and Bradstreet (DUNS) profile does not show the correct company name or primary/physical office address.

Your firm’s Dun and Bradstreet profile must show the exact name of your company as it is shown on your Articles of Formation (Organization or Incorporation) documents. If you operate as a sole proprietor, your Dun and Bradstreet profile should show the full name of the individual and not a dba name (Doing Business Name) or fictitious business name used.

 Additionally, your Dun and Bradstreet profile must show the correct primary/physical office address that you defined within your HUBZone application.

2. Payroll reports provided do not contain all of required information. 

Your payroll report must show all employee names, number of hours worked for that pay period, the beginning and ending date of the pay period, wages, taxes and any adjustments.  

Any employee who has been defined as one the 35% required to meet the SBA regulations must have worked a minimum of 40 hours in the month of the payroll report provided to be considered as full-time and they must appear on the payroll report covering the application date.

3. Articles of Formation (Organization or Incorporation) filed with your Secretary of State show a principal office address at some place other than what you defined in your HUBZone Application paperwork.

If you have changed your principal office address after filing your original or amended formation documents you must ensure that all filed documentation with your Secretary of State shows the principal office address that you have defined within your HUBZone Application.

These are just 3 of many HUBZone Application killers that will get your application denied. A denial of your HUBZone Application results in a minimum of 90 days day’s until you can reapply again. Submitting incorrect or inconsistent information can cause your application to be severely delayed.

If you are looking for assistance in preparing a complete and compliant HUBZone Application so it is submitted correctly and results in a successful HUBZone Certification in 90 days or less, please call us at 813-333-5800 or visit http://www.cloveer.com/hubzoneapplication.html.

We have a 100% success rate for all HUBZone Applications prepared and submitted.