You are viewing a preview of a new SBA.gov. Some features will be limited. You can also visit the current SBA.gov.

Small Business Administration seal

U.S. Small Business Administration

Login
Search

Home » For Partners

For Partners

Obtain forms, documents, announcements and training materials for SBA partners, counselors, and project officers.

Small Business Development Center

Find training, tools, and other resources for Small Business Development Center (SBDC) grantees and project officers.

Learn more about Small Business Development Centers

Veterans Business Outreach Centers

Access grant forms that may be uploaded as part of the documentation needed when submitting proposals for funding opportunities. In addition, the report forms are included for your convenience.

Learn more about Veterans Business Outreach Centers

Women’s Business Centers

Find grant announcements and other important documents that help to build and grow women-owned businesses.

Learn more about Women’s Business Centers

Money Smart for Small Business

Money Smart for Small Business is a toolkit containing an instructor-led curriculum that provides an introduction to small business management topics.

Learn more about Money Smart

Business Smart Toolkit

Use the Business Smart Toolkit to help new and aspiring entrepreneurs launch a business idea and understand the steps to building a business that is credit-ready.

Learn more about Business Smart

Nexus

Use this web-based reporting system to enter or upload information on training and counseling activity.

Learn more about Nexus

Small Business Development Centers

Find training, tools, and other resources for Small Business Development Center (SBDC) grantees and project officers.

If you have difficulty accessing any of the following materials, please contact the Office of Small Business Development Centers at 202-205-6766 to discuss special accommodations.

To establish an SBA account and apply for certification, visit SBA Certifications.

Through the application portal, you can:

  • Access checklists and pre-application guides
  • Check your firm’s eligibility
  • Request information
  • Create an account, login and proceed with an application
  • Search for a certified VOSB or SDVOSB

Frequently Asked Questions and other assistance:

Certification allows SDVOSB firms the opportunity to compete for sole-source and set-aside contracts across the federal government. Certified VOSBs may also compete for sole-source and set-aside contracts from the VA.

To apply for certification with SBA as a VOSB or SDVOSB, a firm must meet the following requirements:

  • Be identified by the VA as a Veteran or Service-Disabled Veteran.
  • Be considered a small business, as defined by the size standard corresponding to any NAICS code listed in the business’s SAM profile.
  • Have no less than 51% of the business owned and controlled by one or more veterans.
  • For certification as a SDVOSB, have no less than 51% of the business owned and controlled by one or more veterans rated as service-disabled by the VA.
  • For those veterans who are permanently and totally disabled and unable to manage the daily business operations of their business, their business may still qualify if their spouse or appointed, permanent caregiver is assisting in that management.

For a full list of eligibility requirements, see the final rule published in the Federal Register.

  • The National Defense Authorization Act of 2024 now requires that, for subcontracting and for goaling purposes, all Veteran firms must also be certified by SBA VetCert Program before December 22, 2024.
  • The self-certification grace period for subcontracting and goaling purposes will still be allowed until December 22, 2024.
  • Firms that apply before the grace period ends will continue to have eligibility until VetCert makes a determination.
  • VOSBs and SDVOSBs seeking sole-source and set-aside opportunities with the VA must be certified. There is no self-certification provision for these unique opportunities.

Veterans Business Outreach Centers

Access grant forms that may be uploaded as part of the documentation needed when submitting proposals for funding opportunities. In addition, the report forms are included for your convenience.

Women’s Business Centers

Find grant announcements and other important documents that help to build and grow women-owned businesses.

Money Smart for Small Business

Money Smart for Small Business is a toolkit containing an instructor-led curriculum that provides an introduction to small business management topics.

Thinking of starting or already managing a business? 

The Financial Literacy and Education Commission was established under Title V of the Fair and Accurate Credit Transactions (FACT) Act of 2003 to improve the financial literacy and education of persons in the United States. The U.S. Small Business Administration (SBA) wishes to bring financial literacy not only to America as a whole, but specifically to small businesses and future entrepreneurs. The commission was asked to develop a national financial education website (MyMoney.gov), along with a hotline, 1-800-FED-INFO, and a national strategy on financial education. It is chaired by the Secretary of the Treasury and comprises the heads of 22 federal entities, including SBA.

Money Smart for Small Business

Money Smart for Small Business provides a practical introduction to topics related to starting and managing a business. Developed jointly by SBA and the Federal Deposit Insurance Corporation (FDIC), this instructor-led curriculum consists of 13 modules. SBA and FDIC invite eligible organizationsto begin teaching this free curriculum right away!

Money Smart modules cover a wide range of interests and knowledge level of the targeted audience. Each module is available in English and Spanish and has three components including a text-accessible instructor guide, participant guide, and PowerPoint slides. The materials are designed to teach each module in approximately 60-90 minutes. Modules can be taught in any order or independently.

Business Smart Toolkit

Use the Business Smart Toolkit to help new and aspiring entrepreneurs launch a business idea and understand the steps to building a business that is credit-ready.

The SBA Business Smart Toolkit is a ready-to-use workshop toolkit that lays the groundwork for helping new and aspiring entrepreneurs launch a business idea and to understand the steps to building a business that is credit-ready. It is designed for local community organizations whose constituents are interested in starting a business but do not know where to begin.

The information is laid out simply in three modules.

The three modules focus on:

  • Basics of business startup
  • Essentials of becoming credit-ready
  • How and where to find additional small business support and educational resources

Each module has approximately 60‐90 minutes of presentation material. The modules can be presented in a one-day [or multiple day] workshop(s), depending on what is best suited for the individual community. The toolkit and accompanying instructor guide are written at a level so that a community volunteer can feel comfortable presenting the information.

If you would like more information or have questions, email BusinessSmart@sba.gov. Please allow two business days for a response.

Nexus

Use this web-based reporting system to enter or upload information on training and counseling activity.

The web-based Nexus CRM has replaced EDMIS as the system of record for Resource Partner client activity and training data.

Resource Partners can upload form 641 and 888 data to Nexus from their third-party systems, or can enter the data directly.

Nexus provides statistical reports for SBA leadership, the Office of Management and Budget (OMB), and Congress.  These reports help SBA ensure that our programs are performing well.

For more information or to request access, please email us at nexus@sba.gov.

Reporting forms

Marketing materials for SBA-affiliated counselors

Download materials