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Quickstart Guide for the
Women-Owned Small Business
Program
certify.sba.gov
The Women-Owned Small
Business Program
1
Certify.SBA.gov
Homepage
Click here to explore the “Am I Eligible?” tool
for SBA federal contracting programs
Submit questions and feedback via the
website email address
Login to an existing certify.sba.gov account
– OR –
Select to create a new certify.sba.gov user
account
1
2
3
2
Existing User Sign In Page
Type in user account’s email address
Type in user account password
Select “Sign In” button to access the account
NOTE: After 3 incorrect log-in attempts, your
account will be locked and you will have to wait
15 minutes to try again.
Click the “Forget password?” link above the sign in button to reset
your password
1
3
2
3
New User Registration
Page
1
4 Check that you have read the Terms and
Conditions and click “Submit”
A strong passphrase can be a unique phrase
that you can easily remember. Add a special
character and/or number for added security
Example: My Dog $pot Digs Ho1es
Complete the right pane with your preferred
email address and create a new password for
your user account
Fill out the left pane with your information
3
2
4
Find Your Business
Enter the Taxpayer Identification Number (TIN)
of the business
A Taxpayer Identification Number (TIN) is an identification
number used by the Internal Revenue Service (IRS) in the
administration of tax laws. It is issued either by the IRS or the
Social Security Administration (SSA). The choices provided for
TIN Type include: Employer Identification Number "EIN", or
Social Security Number "SSN".
Enter the MPIN number of the business
The Marketing Partner Identification Number (MPIN) is a self-
created password in SAM.gov.
Enter the DUNS number of the business
The Data Universal Numbering System (DUNS) Number is a
unique nine-character identification number provided by the
commercial company Dun and Bradstreet
Select “Find Business” to connect your profile
to the business
NOTE: Please enter the information exactly as it
is entered in SAM.gov.
All entities must have an active record in SAM.gov to participate in
SBA contracting programs. If you do not have a SAM account, please
register in SAM.gov first and return to certify.SBA.gov to complete
your registration.
1
4
3
2
5
Associate Business
Result
If there is a match, the business profile is
shown underneath the search
Select the Business Type from the dropdown
menu
Click the Connect to Business button
1
3
2
6
Accept Associate
Business
Select “Accept” if you are authorized to
represent the business and accept the
agreement
Select “Decline” if you do not agree to the
terms and conditions
Before gaining access to your business
information, you must affirm that you are
authorized to enter into legally binding
agreements on behalf of your business (read
the fine print)
You will then be taken to your dashboard
1
3
2
7
Dashboard
View information about your business in the
Business Profile section. This information is
obtained from SAM.gov and cannot be edited
in certify.SBA.gov
Please make any changes to your core data in SAM.gov, and
the changes will be updated here within 24 hours
Select this gray section when you are ready to
update your certification records or begin a
new WOSB application.
Click on the My Documents section to see all
the uploaded files for your account, and to
sort, view, make notations, and manage your
documents
NOTE: All documents must be in PDF
format
The user dashboard will display different information
depending on the status of your certifications. Check
back for new functionality as it becomes available in
the system.
1
3
2
8
The WOSB/EDWOSB
Application
1 Use the Navigation bar to track your progress
as you complete the application. Green
checkmarks indicate that a section has been
completed, while gray checkmarks indicate
that a question does not need to be answered
based on your responses.
3 At the end of each section, press continue to
save your work and move on to the next
section.
4 Once you have completed all necessary
sections, review your application and submit
your signature.
The WOSB/EDWOSB application is divided into five
sections: Prior Certification, Business, Operations,
Review, and Signature.
Answer each question, then click the upload
icon to upload any necessary documents.
2
Document Library
Save any changes made to the Document
Library
Sort documents by document type, by active
status, or view all documents
Change the number of documents you can
view on one page by clicking on this drop
down box.
Users can also view all documents at once by going
to their document library from the dashboard. This
allows users to see all files they have uploaded.
2
1 Use the arrows to navigate between pages in
the Document Library
4
5
3 Upload additional documents by clicking the
“Add New” button.
NOTE: This capability is not currently
available, but will be added soon
10
Upload Documents
Click “Attach Files” to attach the uploaded
files. If you do not click “Attach” your
documents will not properly store in the
document library!
Use the document display to add notes,
change the document name, type, or group, or
remove documents before they are attached.
Drag and drop files in the gray box in order to
upload them, or click the “Upload” button to
upload the files manually
1
3
2
Click “Cancel” to cancel attaching documents4
Once users have clicked on the “Add New” button, a
new dialog box comes up for users to attach
documents.
11
Resources and Q&A
12
Questions?
•  For ques2ons rela2ng to the WOSB/EDWOSB program, please email wosb@sba.gov
•  For ques2ons rela2ng to the cer2fy.SBA.gov system, please email cer2fy@sba.gov

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Quickstart Guide for the Women-Owned Small Business Program via SBA

  • 1. Quickstart Guide for the Women-Owned Small Business Program certify.sba.gov The Women-Owned Small Business Program 1
  • 2. Certify.SBA.gov Homepage Click here to explore the “Am I Eligible?” tool for SBA federal contracting programs Submit questions and feedback via the website email address Login to an existing certify.sba.gov account – OR – Select to create a new certify.sba.gov user account 1 2 3 2
  • 3. Existing User Sign In Page Type in user account’s email address Type in user account password Select “Sign In” button to access the account NOTE: After 3 incorrect log-in attempts, your account will be locked and you will have to wait 15 minutes to try again. Click the “Forget password?” link above the sign in button to reset your password 1 3 2 3
  • 4. New User Registration Page 1 4 Check that you have read the Terms and Conditions and click “Submit” A strong passphrase can be a unique phrase that you can easily remember. Add a special character and/or number for added security Example: My Dog $pot Digs Ho1es Complete the right pane with your preferred email address and create a new password for your user account Fill out the left pane with your information 3 2 4
  • 5. Find Your Business Enter the Taxpayer Identification Number (TIN) of the business A Taxpayer Identification Number (TIN) is an identification number used by the Internal Revenue Service (IRS) in the administration of tax laws. It is issued either by the IRS or the Social Security Administration (SSA). The choices provided for TIN Type include: Employer Identification Number "EIN", or Social Security Number "SSN". Enter the MPIN number of the business The Marketing Partner Identification Number (MPIN) is a self- created password in SAM.gov. Enter the DUNS number of the business The Data Universal Numbering System (DUNS) Number is a unique nine-character identification number provided by the commercial company Dun and Bradstreet Select “Find Business” to connect your profile to the business NOTE: Please enter the information exactly as it is entered in SAM.gov. All entities must have an active record in SAM.gov to participate in SBA contracting programs. If you do not have a SAM account, please register in SAM.gov first and return to certify.SBA.gov to complete your registration. 1 4 3 2 5
  • 6. Associate Business Result If there is a match, the business profile is shown underneath the search Select the Business Type from the dropdown menu Click the Connect to Business button 1 3 2 6
  • 7. Accept Associate Business Select “Accept” if you are authorized to represent the business and accept the agreement Select “Decline” if you do not agree to the terms and conditions Before gaining access to your business information, you must affirm that you are authorized to enter into legally binding agreements on behalf of your business (read the fine print) You will then be taken to your dashboard 1 3 2 7
  • 8. Dashboard View information about your business in the Business Profile section. This information is obtained from SAM.gov and cannot be edited in certify.SBA.gov Please make any changes to your core data in SAM.gov, and the changes will be updated here within 24 hours Select this gray section when you are ready to update your certification records or begin a new WOSB application. Click on the My Documents section to see all the uploaded files for your account, and to sort, view, make notations, and manage your documents NOTE: All documents must be in PDF format The user dashboard will display different information depending on the status of your certifications. Check back for new functionality as it becomes available in the system. 1 3 2 8
  • 9. The WOSB/EDWOSB Application 1 Use the Navigation bar to track your progress as you complete the application. Green checkmarks indicate that a section has been completed, while gray checkmarks indicate that a question does not need to be answered based on your responses. 3 At the end of each section, press continue to save your work and move on to the next section. 4 Once you have completed all necessary sections, review your application and submit your signature. The WOSB/EDWOSB application is divided into five sections: Prior Certification, Business, Operations, Review, and Signature. Answer each question, then click the upload icon to upload any necessary documents. 2
  • 10. Document Library Save any changes made to the Document Library Sort documents by document type, by active status, or view all documents Change the number of documents you can view on one page by clicking on this drop down box. Users can also view all documents at once by going to their document library from the dashboard. This allows users to see all files they have uploaded. 2 1 Use the arrows to navigate between pages in the Document Library 4 5 3 Upload additional documents by clicking the “Add New” button. NOTE: This capability is not currently available, but will be added soon 10
  • 11. Upload Documents Click “Attach Files” to attach the uploaded files. If you do not click “Attach” your documents will not properly store in the document library! Use the document display to add notes, change the document name, type, or group, or remove documents before they are attached. Drag and drop files in the gray box in order to upload them, or click the “Upload” button to upload the files manually 1 3 2 Click “Cancel” to cancel attaching documents4 Once users have clicked on the “Add New” button, a new dialog box comes up for users to attach documents. 11
  • 12. Resources and Q&A 12 Questions? •  For ques2ons rela2ng to the WOSB/EDWOSB program, please email wosb@sba.gov •  For ques2ons rela2ng to the cer2fy.SBA.gov system, please email cer2fy@sba.gov