SBA has rolled out a new process for free online certification as a WOSB and EDWOSB. Here is an account of how this process went for The Westmoreland Group. (Updated 10/29/2020)
The WOSB and EDWOSB Contracting Program regulations were published online. The highlight of these new regulations is a free, online certification process. Sound hassle free right? I am a woman and I am economically disadvantaged according to the requirements hence I am eligible for this business designation.
EDWOSB Initial Application submitted online at beta.certify.sba.gov – this included attaching the requested documents. Here are some of the documents requested when you walk through the online application:
1. Tax Returns (past 3 years)
2. W2 (past 3 years)
3. Retirement Account Statements
5. IRS Form 4506T (this is a request for tax transcripts)
6. Passport (owner)
As a legally operating business in the State of Maryland all of these documents we already had on file which made it pretty straight forward to complete the initial application.
I received a letter from the SBA (WOSB Program Analyst) stating that my initial application had been screened and found to be incomplete for further processing. Therefore, my application would be returned and that I had until 10/12/2020 to address the missing items. A note in this letter states that a full list of documents required for eligibility can be found at 13 CFR 127 Part B (no link included). The following documents were found to missing and incomplete in my application:
1. Operating Agreement
2. Articles of Organization
I uploaded these documents the same day just under an hour after I received the communication and currently the status of my applicant is PENDING.
Note: I walked through the online application step by step uploading the required documents and filling in the information requested and at that time there was NOT a request for an Operating Agreement and there was NOT a request for Articles of Organization. I understand this is a new process and there will be updates along the way, this is just a record of my experience.
To be continued…
Making Government Work for TWG,