UserInstructionsforTheVendorAdministratorRole

Temporary8(a)BDProgramDocumentRepository

V1.0

November8,2016

TableofContentsPurposeofthisDocument.........................................................................................................................................3

Section1-CreateaUserID.......................................................................................................................................3

Section2–SelectYourRole......................................................................................................................................4

Section3–ConnectYourBusiness............................................................................................................................5

Section4–ApplyforProgram...................................................................................................................................6

Section5–ManageEmployeeAccess......................................................................................................................9

AppendixA–SBAContacts.....................................................................................................................................10

AppendixB–FrequentlyAskedQuestions.............................................................................................................11

Whatdoesan“accountinactive”errormean?...................................................................................................11

HowdoIsetastrongpassphrase?......................................................................................................................11

WhatdoIdoifIgeta“Businessnotfound”error..............................................................................................11

HowdoIdeletedocuments?..............................................................................................................................12

DidNotReceiveEmail.........................................................................................................................................12

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PurposeofthisDocumentThepurposeofthisdocumentistoprovideguidancetobusinessownersandtheirdesigneestoelectronicallyuploadtheir8(a)documentsintocertify.sba.govasatemporarysolutiontomeetnewelectronicuploadrequirementsofthe8(a)BDprogram.Learnhowto:

1. CreateaUserID2. SelectYourRole3. ConnectYourBusiness4. UploadYour8(a)BDApplicationDocuments5. ManageEmployeeAccess

Section1-CreateaUserID

1. Onthecertify.SBA.govhomepage,selecttheGetStartedbutton.

2. Completeallrequired(*)fieldsintheNewUserRegistrationform.

a) FirstNameb) LastNamec) Emaild) Passphrasee) ConfirmPassphrase

3. CheckIAcceptandI’mnotaRobotatthebottomoftheNewUserRegistrationpage.Selectthe

Submitbutton.

4. Checkyouremailinboxtolocatetheconfirmationletter.ClickonActivateAccountintheemailandlogin.

NOTE:Ifyouneverreceivedanemailfromus,trythefollowing:

• Checkyourspam,junk,andbulkmailfolders:Sometimesouremailsareblockedorfilteredasspambycertainemailprovidersorinternetserviceproviders(ISPs),sotakealookinyourspam,junkorbulkfolders

• Addcertify@sba.govtoyourcontactsandtrusteduserlists(seeAppendixB,page14)

Astrongpassphrasecanbeauniquephrasethatyoucaneasilyremember.Addaspace,specialcharacterandnumberforaddedsecurity.Thepassphrasemustbeshowing“strong”inordertowork.Example:MyDog$potDigsHo1es

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Section2–SelectYourRoleVendorAdministratorsarerepresentativesofsmallbusinessesthathavetheabilitytomanagethecertificationprocessfortheirfirm.VendorAdministratorscanalsogiveaccesstootheruserstoaccessand/ormanagetheirbusinessinformation.UnlikeVendorAdministrators,VendorEditorscanonlymanagethecertificationprocessforafirm.Theycannotmanagewhichuserscanaccessafirm’saccount.Ifthisisthefirsttimeyouareregisteringyourbusiness,select“VendorAdminforabusinessthatisnewtocertify.SBA.gov”.YouwillneedtoprovideyourDUNSNumber,TIN,andMPINtoregisteryourbusiness.Ifsomeoneelsehasalreadyregisteredyourbusiness,selecteitherthe“VendorAdmin”or“VendorEditor”roleforabusinessthatalreadyexists.YouwillneedtoprovidetheDUNSnumberinordertorequestaccess.

Ifyourbusinessisalready

registeredinthesystem,select

VendorAdminorVendorEditor

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Section3–ConnectYourBusiness

Ifthisisthefirsttimeyouareregisteringyourbusiness,youwillberequiredtoconnectyourprofiletoabusinessbyenteringyourbusinessinformation.Threepiecesofinformationarerequired.DUNSNumber-TheDataUniversalNumberingSystem(DUNS)Numberisauniquenine-characteridentificationnumberprovidedbythecommercialcompanyDunandBradstreet.TINNumber-ATaxpayerIdentificationNumber(TIN)isanidentificationnumberusedbytheInternalRevenueService(IRS)intheadministrationoftaxlaws.ItisissuedeitherbytheIRSortheSocialSecurityAdministration(SSA).ThechoicesprovidedforTINTypeinclude:EmployerIdentificationNumber"EIN",orSocialSecurityNumber"SSN".MPIN-TheMarketingPartnerIdentificationNumber(MPIN)isaself-createdpasswordfromSAM.gov.

NOTE:YourrecordsinSAM.govmustbeinthe“Active”statustobeabletoaccessyourrecordsincertify.SBA.gov.AnychangestorecordsinSAM.govcantakeupto72hourstotransfertocertify.SBA.gov.Ifyoustillcannotfindyourbusiness,pleasecheckyourDUNS,TIN/EINandMPINonemoretime.TheymustmatchexactlyastheyaredisplayedinSAM.gov.TheDUNSandEINshouldbenumbersonly(nospacesordashes)andyourMPINiscasesensitive.Ifyoustillcannotassociateyourbusiness,pleasegotoSAM.govandverifythatyourMPINiscorrect.

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Section4–UploadYour8(a)ApplicationDocuments1. Youwillbepromptedtoansweraquestionaboutyourbusinessandthenuploadallofthe

documentsrequiredtoapplyforthe8(a)BDprogram.

2. SelectAddrequireddocumentsthenselecteitherChoosefromdocumentlibrary,ifyou’vealreadyuploadedthedocumentforapreviousapplication,orUpload,ifyouareaddinganewdocument

Note:AllfilesmustbeinPDFformat.SelectUpload

• SelecttheChoosea.pdffilelinkordragthedocumenticonintothewhiteboxonthescreen• AfteryouhaveaddedthefileselecttheUploadbutton

• Addanycomments

Note:Itmaytakeafewmomentsforyourdocumenttoappear,thesystemperformsvirusscansonalldocuments.Ifyouaccidentlyuploadedanincorrectdocument,selecttheRemoveactionlinkintheEditcolumn.

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3. Afteruploadingallofthedocuments,electSaveandexitcertify.sba.govsystem.

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Section5–ManageEmployeeAccess

VendorAdminswillreceiveasystemgeneratedemailnotificationwhenanemployeehasrequestedaroletomanageyourbusinessinformation.Toaccept,deny,orrevokeaccesstoyourfirm’srecords,dothefollowing.

1. Logintoyourcertify.SBA.govaccount

2. SelecttheBusinesstabonthetopnavigationbar

3. SelectManageemployeeaccessfromtheleftnavigationmenu

4. IntheEmployeetable,youcanchooseanactionforeachemployee:

• AcceptorReject–Whenanemployeemakesarequesttobeaddedtoyourbusinessasanadminoreditor,youcanchoosetoeitherAcceptorRejectthisrequest

• Revoke–YoucanRevokeanemployee’saccesstoyoucertify.sba.govaccountatanytimebyselectingRevokeintheActioncolumn

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AppendixA–SBAContactsSBAProgramOffices:

8(a)BusinessDevelopmentProgram 8abdhotline@sba.gov

Certify.SBA.gov(technicalquestionsonly) certify@sba.gov

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AppendixB–FrequentlyAskedQuestions

Whatdoesan“accountinactive”errormean?AninactiveaccountmeansthatyourrecordsinSAM.govarenotintheActivestate.PleaseupdateyourrecordsinSAM.govandwaitupto72hoursbeforereturningtocompleteyourapplication.HowdoIsetastrongpassphrase?Astrongpassphrasecanbeauniquephrasethatyoucaneasilyremember.Addaspace,specialcharacterand/ornumberforaddedsecurity.Thepassphrasemustbeshowing“strong”inordertowork.

Example:MyDog$potDigsHo1esWhatdoIdoifIgeta“Businessnotfound”errorYourrecordsinSAM.govmustbeinthe“Active”statustobeabletoaccessyourrecordsincertify.SBA.gov.AnychangestorecordsinSAM.govcantakeupto72hourstotransfertocertify.SBA.gov.Ifyourrecordshavebeen“Active”inSAM.govformorethan72hours,pleasecheckyourDUNS,TIN/EINandMPINonemoretime.TheymustmatchexactlyastheyaredisplayedinSAM.gov.TheDUNSandEINshouldbenumbersonly(nospacesordashes)andyourMPINiscasesensitive.Ifyoustillcannotassociateyourbusiness,pleasegotoSAM.govandverifythatyourMPINiscorrectbyfollowingthestepsbelow:

• GototheSAM.govHomepage:www.sam.gov• EnteryouruserIDandpassword,thenclickthe“LogIn”button• Onceloggedin,gotothe“MySAM”pageandclickon“Register/UpdateEntity”ontheleft-

handside,thenclick“CompleteRegistrations”• ScrolltothebottomandclickonyourcompanyintheEntityList• Clickonthesilver“View”button–thiswilltakeyoutotheentitydashboard• Gototheleft-handsideandclick“EntityRecord”• YourMPINisthelastpieceofinformationlistedunder“BusinessInformation”

Ifthesestepsdonotresolvetheproblem,pleaseprovideyourDUNSnumberinyourresponsesothatwecandofurtherresearch.

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HowdoIdeletedocuments?Onceadocumenthasbeenuploadeditcannotbedeleted.However,wearecurrentlybuildingthefunctionalityforyoutoarchivedocumentsthatareoutdatedornolongerneeded.Oncethatfunctionalityisinplace,youwillbeabletomoreefficientlymanageyourdocumentlibrary.DidNotReceiveEmailWehaveidentifiedanissuewithsomeemailorinternetservicesproviders(ISPs)notacceptingoursystemgeneratedemails,andhavemadeupdatestoresolvethemajorityoftheissues.However,wealsoknowthattherearesomeindividualsecuritysettingsthatwillcontinuetoblockouremails.Pleasetryagainbyfollowingthestepsbelow.

1. Inyouremailclient,addcertify@sba.govtoyourcontactslist2. Inyouremailclient,addcertify@sba.gov“ApprovedList”or“SenderSafeList”3. ClickontheResendConfirmationInstructionspage:

https://certify.sba.gov/users/confirmation/newtorequestanewemail4. IfyouDOreceivetheemailandthelinkdoesnotwork,copytheURLandpasteitintoanew

webbrowser.PleasemakesuretherearenoaddedspacesattheendNOTE:Ifyoustilldonotreceiveanemail,registeryouraccountwithanemailprovidersuchasGoogle,Yahoo,AOL,Outlook,etc.