Federal Contract Success: The SBA WOSB/EDWOSB Advantage

Discover how SAM certification empowers female-owned businesses in our blog, 'The Benefits of SAM Certification for Female-Owned Businesses'.

Women-owned businesses add more than $2 trillion to the U.S. economy annually, creating millions of jobs. The federal government sets a goal for 5.5% of contract dollars to go to women-owned small businesses. However, recent SBA data shows that the number still falls short, making every certified WOSB or EDWOSB even more important.

The WOSB and EDWOSB certifications open direct access to federal contracts set aside specifically for women-owned firms in industries where women are underrepresented. If we want to win government work, understanding SBA certification for women, including the requirements and benefits, can give your business a real edge.

We’ll walk through what it takes to qualify, highlight key WOSB NAICS codes, outline the differences between EDWOSB and WOSB, and break down the certification process step by step, including third-party and direct SBA options. By the end, you’ll know how WOSB and EDWOSB certification can fit into your growth strategy—and how to make it work for you in the year ahead.

Understanding WOSB and EDWOSB Certifications

Knowing how to qualify for SBA certification as a woman opens new doors. WOSB (Women-Owned Small Business) and EDWOSB (Economically Disadvantaged Women-Owned Small Business) certifications enable women entrepreneurs to compete for set-aside federal contracts, secure larger projects, and differentiate themselves in crowded markets. Let’s explain what these certifications mean, their requirements, and why the difference matters for your growth.

What is WOSB Certification?

Focused woman writing at desk with Lady Justice figurine and certificate in office.Photo by Pavel Danilyuk

The WOSB certification enables women-owned businesses to compete for federal contracts set aside for specific industries. To qualify, a business must meet strict guidelines set by the Small Business Administration (SBA):

  • U.S. Ownership: At least 51% of the business must be owned and controlled by women who are U.S. citizens.
  • Control and Management: Women must manage day-to-day operations and make long-term decisions. There’s no room for silent partners—absolute control is required.
    • Small Business Size: Your business must meet the SBA’s guidelines for qualifying as a small business in your industry. The SBA size standards outline the maximum number of employees or average annual receipts that can be had, which varies by NAICS code. Confirm that your business falls within these limits before submitting the application.
  • Eligible NAICS Codes: Only businesses in specific industries, identified by their Women-Owned Small Business (WOSB) NAICS codes, are eligible to participate. These industries have historically underrepresented women.

Proving eligibility requires having documents on hand, including proof of citizenship, operating agreements, and evidence of women’s ownership and control. The SBA provides a detailed checklist of what’s required to apply.

What is EDWOSB Certification?

The EDWOSB certification is a step up for women business owners who also face economic disadvantage. To qualify as an Economically Disadvantaged Women-Owned Small Business, you must first meet all the WOSB certification requirements above, and then show economic need by meeting these guidelines:

  • Personal Net Worth: Each woman owner’s personal net worth (excluding the value of the business and primary residence) must be less than $850,000.
  • Income Limits: Average adjusted gross income over the prior three years must be $400,000 or less.
  • Total Assets: Each woman owner’s total assets cannot exceed $6.5 million.
  • Annual Attestation: The SBA requires participants to confirm their program eligibility annually. See SBA EDWOSB certification information for specifics.

Businesses with EDWOSB certification can compete in WOSB opportunities and also benefit from contracts exclusive to economically disadvantaged women-owned small businesses. This means more tailored contract opportunities and resources for women who have faced financial barriers.

WOSB vs. EDWOSB: Why the Distinction Matters

Understanding the differences between WOSB and EDWOSB certification can help us unlock more contracting opportunities and grow faster.

  • Contract Access: Both WOSBs and EDWOSBs can compete for contracts set aside under the Women-Owned Small Business Federal Contract Program. However, only EDWOSBs can pursue contracts that are exclusively reserved for economically disadvantaged firms.
  • Set-Aside Eligibility: Contract set-asides depend on NAICS codes where women are underrepresented. Federal agencies use these codes to identify which industries qualify for women-owned set-aside contracts. In some cases, projects are open only to EDWOSB-certified businesses, making that extra certification essential if you want access to the full range of contract opportunities.
  • Business Advantages: In fiscal year 2022, women-owned small businesses secured over $28 billion in federal contracts. EDWOSBs captured a significant share of this by qualifying for exclusive awards (see WOSB program updates).
  • Growth Potential: Statistics show that certified women-owned businesses win contracts at a higher rate. With EDWOSB certification, access to opportunities increases even more.

Knowing your eligibility and understanding these differences gives our business a competitive edge. If you want to learn how to get WOSB certified or compare certification paths, visit the official SBA WOSB program page. The right certification opens new doors, making it easier to do business with the federal government and take your company to the next level.

Benefits of WOSB and EDWOSB Certification for Small Businesses

When our business earns WOSB or EDWOSB certification, we can access opportunities that aren’t available to others. These programs go beyond a title; they help our company stand out to federal agencies and put us in the running for contracts that we can drive real business growth. SBA certification provides women entrepreneurs with a clear path to secure federal contracts, hire new staff, and pursue larger projects that help their businesses move forward.

A business seminar showcasing a female presenter awarding certificates to attendees.Photo by RDNE Stock project

Access to Exclusive WOSB Set-Aside Contracts

WOSB and EDWOSB certification puts our company on a shortlist for contracts that other businesses can’t touch. Every year, the federal government sets aside billions of dollars, at least 5% of all federal contracting dollars, for women-owned small businesses. Only those with the right SBA certification for women can compete for these awards.

With these set-asides, we see:

  • Less competition: Certified firms can bid on projects available only to WOSBs or EDWOSBs.
  • Targeted opportunities: Agencies must actively seek out women-owned suppliers, particularly in industries with eligible Women-Owned Small Business (WOSB) North American Industry Classification System (NAICS) codes.
  • Direct contract wins: Many contracts never even hit the open market; they’re awarded through the set-aside process.

Learn more about the Women-Owned Small Business Federal Contract program and how it increases access for certified businesses.

Increased Visibility and Credibility

Certification signals to government buyers that we meet strict SBA standards. It’s proof that our business is legitimate, meets WOSB eligibility requirements, and is ready for federal work. Many government agencies rely on the SBA’s official WOSB and EDWOSB directories to find qualified women-owned firms, naturally putting certified companies in the spotlight.

Key benefits here include:

  • Listing in federal databases: Our company profile gets added to the SBA’s searchable platform.
  • Instant credibility: The WOSB or EDWOSB designation indicates to buyers that we’re ready for contract work.
  • Networking and partnerships: It’s easier to connect with large prime contractors looking for certified WOSB partners.

Better Contract Win Rates

Studies show that certified women-owned businesses win more government contracts compared to those without certification. Certification opens up more bidding options, as many agencies actively look for certified suppliers to meet their contract goals. This increases the likelihood that our proposals will be accepted, helping our business secure more wins.

What shifts with certification?

  • More proposals accepted: In certain cases, contracting officers can directly award contracts to WOSBs and EDWOSBs, especially if there are few qualified bidders.
  • Faster decision-making: Set-aside programs simplify procurement processes, making it easier and quicker to close deals.

Growth, Expansion, and Resources

With steady contract work, women-owned businesses gain reliable revenue and can plan for expansion. This means we can hire more employees, invest in new equipment, and expand our reach to new customers.

Additional perks:

  • Access to training and support: Certified firms get priority for SBA business development resources.
  • Mentorship and funding: Many organizations offer additional grants, loans, and coaching for WOSB/EDWOSBs, as outlined in government-backed support initiatives.
  • Competitive advantage: Having WOSB or EDWOSB certification helps us to compete effectively with larger companies. It gives us a fair shot at contracts that might otherwise go to much larger competitors.

Stronger Position in a Crowded Market

Government contracts are highly sought after, but WOSB and EDWOSB certification pushes us to the front of the line when it matters most. With clear eligibility, federal buyers know we match their supplier diversity targets. This opens up both growth and resilience for our business when market conditions shift.

The certification process opens the door, but ongoing support, networking, and SBA resources help us grow and remain competitive throughout every stage of our development.

For a snapshot of these programs straight from the source, check out the official SBA certification portal.

By pursuing WOSB or EDWOSB certification, we lay the foundation for lasting growth and steady contract opportunities. The benefits go far beyond the badge—they’re about building a business that stands out, wins more often, and is part of a community that supports women entrepreneurs every step of the way.

Eligibility Requirements for WOSB and EDWOSB Certifications

Obtaining certification as a WOSB or EDWOSB helps women-owned businesses to access exclusive federal contracts. The SBA looks for clear proof that a woman (or women) owns and runs the business, that the company meets small business size rules, and that your main work matches one of the approved NAICS codes. Before beginning the application, let’s take a moment to review exactly what the SBA will require. Getting paperwork and details lined up in advance helps us move through the process faster and prevents unnecessary delays.

Complete WOSB and EDWOSB Eligibility Checklist

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Before we invest our time in the application, it pays to check every box on the eligibility list. Meeting the WOSB eligibility requirements ensures a smoother process with fewer headaches down the line. Here’s what the SBA looks for:

  • At least 51% Women Ownership
    One or more women who are U.S. citizens must own at least 51% of the business, directly and unconditionally, and hold this ownership interest.
  • Active Women Control and Management
    The female owner(s) must manage daily operations and make all long-term business decisions. Passive ownership doesn’t count.
  • Independent Operation
    The business can’t be subject to the control of a non-woman business or influenced by outside stakeholders.
  • Small Business Size Standard
    The company must meet the SBA’s definition of a “small business” under the correct WOSB NAICS codes. Each industry code has its own size standard, based on either revenue or number of employees.
  • Eligible NAICS Code
    The main business activity must be listed under NAICS codes that the SBA designates as underrepresented for women. Find the current list at SBA’s WOSB portal.
  • Financial and Ownership Documentation
    Gather legible proof of U.S. citizenship (birth certificate, passport, or naturalization certificate), operating agreements, articles of incorporation, and ownership records. See the detailed document checklist in this SBA resource.
  • Extra Steps for EDWOSB Certification
    In addition to all WOSB conditions, women owners must:
    • Show individual net worth below $850,000 (excluding main home and business).
    • Prove a three-year average income under $400,000.
    • Have no more than $6.5 million in total assets.
    • Annually attest to continued eligibility (renew each year).

Take time to read through the Women-Owned Small Business Federal Contract program page for the full overview and current requirements. This helps catch any specific steps, updates, or forms that might otherwise be overlooked.

Common Eligibility Misconceptions and Pitfalls

Even the most prepared applicants may encounter a few common pitfalls with WOSB certification and EDWOSB certification. Knowing them means we can sidestep delays and denials.

  • Ownership Alone Is Not Enough
    Some assume that just being listed as an owner or having the largest share makes you eligible. The SBA requires active control, which entails direct management of operations and informed strategic decision-making. Nominal ownership without involvement will get flagged.
  • Management Titles vs. Real Authority
    Titles can look impressive, but the SBA wants to see who actually runs the show. They review board minutes, formal paperwork, and daily routines. If a male co-owner signs off on contracts, controls spending, or makes important calls, the business won’t qualify. The SBA seeks genuine, ongoing control, not just a label on an organizational chart.
  • Incomplete or Mismatched Documentation
    Submitting the wrong document (such as a passport photo instead of a complete copy) or missing operating agreements can cause significant slowdowns. Double-check what the SBA checklist asks for—see their official application guide.
  • Incorrect NAICS Code Selection
    Choosing a NAICS code that is not eligible or not aligning your primary business activity with WOSB NAICS codes is a top reason for rejection. Always verify with the current code list.
  • Size Standard Confusion
    Some owners miscalculate their business size, especially when revenue or employee counts fluctuate. Size standards vary by industry and are periodically updated by the SBA. Validate with each application cycle.
  • Assuming Spousal/Family Involvement Is Automatically Okay
    The business cannot be dependent on or heavily influenced by non-woman family members. The SBA digs into this for signs of indirect control.
  • Not Preparing for Annual Updates
    EDWOSB owners must annually recertify. Forgetting or skipping this step puts certification at risk and can block access to contracts until the issue is rectified.

To avoid missed details or last-minute setbacks, review the official eligibility rules in the Code of Federal Regulations before applying. This ensures the most current and reliable requirements, eliminating surprises during the process.

Getting certified is a detailed process, but knowing what the SBA looks for—and what they won’t accept—keeps us on track for approval.

How to Get WOSB and EDWOSB Certified: The Application Process

Getting our Women-owned Small Business (WOSB) or Economically Disadvantaged Women-owned Small Business (EDWOSB) certification is a clear step forward if we want to compete for set-aside federal contracts. The application process is detailed, but when broken down, it becomes manageable. Here’s what to expect. You can apply through the SBA’s online certification portal or with a third-party certifier. Both options require you to provide certain core documents. Here are the steps that save time and prevent headaches later on.

Step-By-Step SBA Direct Certification Process: The SBA Online Portal

The SBA’s certify.SBA.gov portal is the primary hub for WOSB and EDWOSB certification. We can complete the application online, track our status, and upload supporting documents right on the platform.

ISO certification stickers with registration numbers on paper.Photo by qmicertification design

Here’s a simple walkthrough:

  1. Register and Prepare
    Our business must be registered and active in the federal government’s System for Award Management (SAM) database. We’ll need our Unique Entity Identifier (UEI) and Employer Identification Number (EIN) to get started.
  2. Create an Account on SBA Certify
    Go to the SBA certification portal. Set up a login using your business email and information.
  3. Claim and Start Application
    Claim our firm by entering our UEI and EIN. Begin a new WOSB or EDWOSB application.
  4. Answer Eligibility Questions
    Respond to the SBA’s WOSB eligibility requirements. This section checks ownership, control, size, and NAICS alignment. Answer honestly and with documentation ready.
  5. Upload Required Documents
    Attach all needed documents as outlined in the official SBA checklist. Files must be clear and legible.
  6. Submit and Wait for Review
    Submit the application. The SBA typically reviews applications within 90 days, though complex cases or missing documents can extend the timeline. We can track application progress directly in the portal.
  7. Respond to Follow-Ups
    If the SBA requests clarification or additional documentation, respond promptly through the portal. Delays here slow the process.
  8. Get Certified and Download Proof
    Once approved, we’ll receive notice via the portal and can download the certification proof, which is required when bidding on WOSB set-aside contracts.

For a complete guide, the SBA Quick Start PDF covers each portal step.

Third-Party Options and Considerations

You can apply directly through the SBA or use a third-party service if you prefer help with paperwork, want a guided process, or already work with one of these organizations. Third-party routes may provide access to support staff who can answer questions, double-check your documents, and guide you through the process. Keep in mind that there’s a fee for using a third-party.

Here’s a list of third-party services we may want to consider:

  • WBENC (Women’s Business Enterprise National Council)
  • NWBOC (National Women Business Owners Corporation)
  • U.S. Women’s Chamber of Commerce (USWCC)
  • El Paso Hispanic Chamber of Commerce (EPHCC)

Document Checklist for a Successful Application

The biggest headache for most applicants is missing paperwork. The SBA requires a specific document package for both WOSB certification and EDWOSB certification. Here’s what we need to gather so the process runs smoothly:

Core Business Documents:

  • Proof of U.S. citizenship for all women owners (birth certificate, unexpired passport, or naturalization certificate)
  • Articles of Incorporation or Organization
  • Operating Agreement or Bylaws (for LLCs and corporations)
  • Stock certificates and ledgers (for corporations)
  • Partnership agreements (for partnerships)
  • Company organizational chart
  • Resumes for owners and key managers

Ownership & Control:

  • Capital contribution documentation (bank statements or checks showing how owners acquired their stake)
  • Proof of ownership percentage (membership certificates, stock ledgers)
  • Board meeting minutes and records confirming women’s control of day-to-day and long-term decisions

Financial:

  • Balance sheets and profit/loss statements
  • Personal financial statements for women owners (especially important for EDWOSB certification)
  • Federal tax returns (business and personal for the prior three years)

For EDWOSB Certification Only:

  • Personal net worth statements (excluding owner’s primary residence and business value)
  • Documentation verifying total assets ($6.5 million ceiling)
  • Three-year average adjusted gross income certification (must not exceed $400,000)

Commonly missed documents that tank applications:

  • Incomplete proof of citizenship (missing full passport or birth certificate)
  • Missing or outdated operating agreement
  • Gaps in financial documents, especially for the EDWOSB net worth
  • Incorrect or missing signatures on legal documents
  • Lack of documentation showing real control by women owners

For the full list and sample checklists, review the SBA’s handy WOSB/EDWOSB application checklist.

Top 5 Reasons Applications Get Rejected and How to Avoid Them

Thousands of great women-owned businesses are denied certification each year due to preventable mistakes. Here are the most common pitfalls and how we can stay out of trouble:

  1. Missing or Mismatched Documentation
    Applications often get rejected because supporting documents are incomplete or don’t match (for example, owner names are spelled differently on various forms). Double-check document consistency before uploading.
  2. Ownership Not Properly Documented
    If the SBA can’t clearly see that women own and control at least 51% of the business, they will deny the application. This is the #1 reason for denial.
  3. Governance or Control Gaps
    The title isn’t enough. If board meeting minutes, contracts, or financial authority show others call the shots, the SBA will reject the application, even if women technically own the majority.
  4. Wrong NAICS Code or Size Standard
    Picking an ineligible NAICS code or failing to prove small business size also leads to denial. Always confirm that your primary business activity aligns with the official WOSB NAICS codes.
  5. Confusing Financial or Personal Info (EDWOSB)
    For EDWOSB certification, failing to properly exclude the value of a primary residence or the business from net worth calculations or omitting tax documents can quickly lead to disqualification.

How to avoid these issues:

  • Organize all required documents before starting the application.
  • Review every document for accuracy, completeness, and signatures.
  • Make sure that our ownership and management structure is clear and easy to follow in writing.
  • If uncertain, use the SBA’s eligibility resources and checklist.
  • Maintain both digital and paper backups of every submission.
  • Respond promptly and clearly to any SBA requests for additional information.

When we follow each step with care, our WOSB or EDWOSB certification becomes a powerful asset that helps us land more contracts and drive our business forward.

Finding and Winning WOSB/EDWOSB Set-Aside Contracts

Securing federal contracts as a women-owned small business is often the key that sparks new growth. Once we have obtained our WOSB or EDWOSB certification, knowing where and how to search for set-aside opportunities is just as important as our eligibility. Here, we’ll share proven steps, practical tips, and resources every woman entrepreneur can use to start winning more government work.

Where to Find WOSB and EDWOSB Set-Aside Opportunities

Business woman focused on paperwork at office desk, reviewing documents.Photo by Pavel Danilyuk

With our SBA certification for women in hand, we can leverage various resources to secure government contracts. The good news is that these resources are available to everyone, but using them effectively separates winners from those who miss out.

Here’s how we can stay ahead:

  1. Start with SAM.gov
    Every federal contract exceeding $25,000 is listed on SAM.gov. We can use filters to search for “WOSB set-aside” or “EDWOSB set-aside” and sort by agency, NAICS code, location, or contract value to target opportunities that fit our skills. Set up email notifications so we never miss a new posting.
  2. Check Agency Procurement Forecasts
    Most federal agencies publish yearly procurement forecasts. These are public documents that show the goods and services they plan to purchase, as well as which contracts they might set aside for small businesses, including those owned by women. We should always review agency forecasts for hints about upcoming WOSB NAICS code matches. These forecasts can be found on agency websites or through the GSA Small Business page.
  3. Use Subcontracting and Prime Contractor Portals
    Not every opportunity is a direct contract. Prime (large) contractors often need WOSB and EDWOSB partners to hit federal diversity goals. Register on subcontractor portals, such as the SBA’s Dynamic Small Business Search and each agency’s vendor database. Engage with large contractors at annual matchmaking events and forums for small businesses.
  4. Connect with the Agency Small Business Offices
    Each federal agency has an Office of Small and Disadvantaged Business Utilization (OSDBU). These offices exist to help businesses like ours navigate the system, understand how set-aside programs work, and get introductions to relevant contract officers. Build ongoing relationships—they may tip us off to good opportunities or walk us through the WOSB eligibility requirements that matter most to that agency.
  5. Leverage the SBA Certify Portal
    Once certified, we show up in SBA’s contracting system where buyers and primes search for WOSB and EDWOSB firms. Keep our profile complete and up to date. The better we showcase our expertise, the more likely agencies will reach out to us directly.

Smart habits to build:

  • Set aside time each week to search for, apply to, and follow up on leads.
  • Track all submissions and deadlines to ensure we never miss a deadline.
  • Join industry associations focused on women-owned businesses to receive alerts and access group bidding opportunities.

Mastering these steps enables us to see more options, respond more quickly, and win contracts that others may not even be aware of.

Understanding WOSB Eligible NAICS Codes

Getting certified is the first hurdle. To win contracts, we must match our work to the right NAICS (North American Industry Classification System) code, as only certain codes qualify for WOSB set-aside opportunities.

Why NAICS Code Selection Matters

When agencies publish contracts, they attach a NAICS code that defines the type of goods or services needed. The SBA only allows WOSB set-asides for codes where women are shown to be underrepresented. If our primary code isn’t on this list, we’re not eligible—even if the rest of our paperwork checks out.

We choose our NAICS code based on our main business activities. Picking the wrong code or casting too wide a net might keep us from winning. It’s always best to audit which contracts are being awarded in our space, then focus our profile and marketing on those codes.

Where to Find the Current SBA List

The federal government regularly updates its list of eligible NAICS codes for WOSB and EDWOSB certification. Before bidding, we must verify that our code complies with the latest approved list. The official, complete set is available from the SBA:

We should regularly review both our SAM.gov and SBA certification profiles and update our NAICS codes as our services or products evolve.

How NAICS Codes Influence Set-Aside Eligibility

  • Only contracts with eligible WOSB NAICS codes can be set aside for certified women-owned businesses. If we select a code not on the list, we risk missing out on the benefits.
  • Contracting officers use these codes to search for vendors. Being clear and accurate improves our chances of appearing in searches.
  • Our business size standard—another core WOSB eligibility requirement—is also tied to our NAICS code. Each code sets a maximum revenue or number of employees, another key factor in certification and contract eligibility.

Taking a few minutes to cross-check our codes against active opportunities and the current SBA list is a small step that protects us from headaches and lost time. We stay current, visible, and ready to win more work by staying sharp on codes.

Mastering this process puts us on track to claim our place in the federal marketplace—one contract at a time.

Maintaining and Maximizing Your Certification

Securing your WOSB or EDWOSB certification is the starting line. Staying certified and getting noticed by federal buyers enables us to turn our credentials into real contract wins and maintain those wins year after year. Let’s walk through how to maintain our certification, stay in compliance, utilize our women-owned status as a marketing tool, and pair it with other SBA certifications to unlock additional opportunities.

Annual Renewal and Compliance Requirements

The SBA wants to make sure our businesses continue to meet all WOSB eligibility requirements, so renewal and compliance play a significant role each year.

  • Annual Attestation: Every certified business must confirm each year that it continues to meet the core requirements: ownership, control, and small business size standards. This can be completed on the SBA’s WOSB Certification portal.
  • Three-Year Recertification: Most WOSB/EDWOSB firms are required to submit a full recertification every three years. However, a one-year extension is currently in effect for firms with renewal dates between June 1, 2024, and May 31, 2025. For more details, refer to the official SBA knowledge base.
  • Keeping Documentation Updated: Update any business changes, such as ownership, structure, address, or officer roles, as soon as they occur. Upload new articles, bylaws, or other legal documents right away to avoid compliance gaps.
  • SBA Examinations: The SBA can examine or audit certified businesses at any time. Common triggers include random audits, contract protests, or changes in business ownership. Failing to produce up-to-date, accurate records can result in removal from the program and loss of bid eligibility.
  • Risks of Noncompliance:
    • Removal from the SBA’s directory
    • Loss of access to WOSB set-aside contracts
    • Potential repayment or cancellation of awarded contracts
    • Time-consuming appeals or investigations

Good habits:

  • Set calendar reminders for annual attestations and recertification dates to ensure timely completion.
  • Review certification status on the portal every few months.
  • Keep electronic backups of all corporate and ownership documents.

Marketing Your Women-Owned Certification for Growth

Once our certification is active, the real magic happens when we build it into our marketing and contract strategy. Here are ways we can make our Women-owned small business certification work for us:

  • Update SAM.gov and SBA Profiles: Make your WOSB or EDWOSB status visible. Ensure our certifications appear in SAM.gov and on the SBA’s searchable directory so buyers find us quickly.
  • Highlight Certification in Proposals: Always mention our WOSB or EDWOSB status on the cover page and within proposal narratives. Many agencies establish contract goals for SBA certification for women, and decision-makers often prioritize those certifications first.
  • Showcase on Our Website: Use certification logos and a “Women-Owned Business” callout on our homepage and capability statement. Let buyers and larger primes looking for diverse suppliers know that we qualify for set-asides.
  • Network with Agency Contacts: Attend SBA small business events, matchmaking forums, and procurement conferences to connect with key contacts. Federal buyers and primes value meeting certified WOSB contractors face-to-face.
  • Use Capability Statements: Create a one-page snapshot of our business with a section for certifications and NAICS codes. Bring this sheet to all first meetings, events, or when introducing our company to federal buyers.
  • Leverage SBA and APEX Resources: Reach out to small business support centers, APEX Accelerator (APEX), and agency Office of Small Business Utilization (OSDBU) offices for visibility workshops and bid support.
  • Keep Clients Informed: Include certification updates in newsletters, LinkedIn posts, or company emails to remind partners and clients of our official status.

Consistent visibility and bold branding around our certification help us gain notice and trust in the federal contracting world, much like displaying an award proudly in the office lobby.

Combining Certifications for Competitive Advantage

We can unlock even more contract opportunities by pairing our WOSB or EDWOSB certification with other SBA certifications. Here’s how it multiplies results:

  • Broader Contract Access: Combining certifications like WOSB/EDWOSB with 8(a), HUBZone, or SDVOSB (Service-Disabled Veteran-Owned Small Business) allows us to qualify for overlapping set-aside programs. This makes us more visible across a broader range of contract listings and gives us a unique selling point with federal buyers.
  • Better Teaming Options: Joint ventures and mentor-protégé agreements become more attractive when a firm holds multiple certifications. Larger primes often seek teams that help them achieve several small business goals simultaneously.

Real-Life Example: A woman-owned construction company in Texas obtained both WOSB and HUBZone certifications. By marketing both statuses, she won a $4 million federal building renovation contract that required HUBZone participation, then was able to bid as a women-owned prime on two follow-on projects. Pairing certifications expanded the firm’s reach, opened more doors, and gave it a stronger profile with both contracting officers and primes.

  • Action Steps to Combine Certifications:
    • Review SBA guidelines for each set-aside program to make sure your business is eligible.
    • Apply for additional certifications after securing WOSB/EDWOSB status.
    • Keep every certification up to date on all public profiles and capability statements.
    • Highlight multi-certification status in every proposal and agency conversation.

Pairing certifications provides us with broader access to contracts, more teaming partners, and additional points in competitive bids. This is one of the simplest ways to increase our chances of success while utilizing our WOSB eligibility requirements as the foundation for lasting government success.

Resources and Support for Women-Owned Small Businesses

Running a women-owned small business means constantly seeking the right partners, programs, and expert assistance. Access to ongoing support, business advice, and funding can be the difference between struggling and thriving. We don’t have to do it alone. A wide range of free and low-cost resources is available to help us grow, connect, and stay competitive after achieving Women-owned Small Business certification.

SBA Support for Women Entrepreneurs

A professional woman calculating finances at a desk with charts and a calculator.Photo by RDNE Stock project

The U.S. Small Business Administration offers tailored programs, certifications, and educational tools to help us set ourselves up for success. They offer a range of services, including technical training, funding guidance, and one-on-one consultations.

  • Women’s Business Centers (WBCs): Over 140 WBCs nationwide offer hands-on, in-person training, mentorship, and coaching specifically designed for women entrepreneurs. These centers help with business planning, access to capital, marketing, and WOSB eligibility requirements.
  • SBA Learning Platform: From live webinars to self-paced courses, the SBA’s learning platform offers comprehensive coverage of financial literacy, winning government contracts, and growth strategies.
  • Access to Capital: The SBA’s unique loan programs, microloans, and lender matching services often prioritize women-owned firms, helping with both startup and expansion costs.
  • Federal Contracting Resources: The SBA’s official Women-Owned Businesses page connects us to the WOSB program, expedited application routes, and tools for finding relevant opportunities.

Explore the SBA Women-Owned Small Business Federal Contract program to get direct access to live support, up-to-date size standards, and step-by-step guides for certification. This program links you to specialists who can answer questions, help you understand requirements, and guide you through the following steps, whether you’re starting your first application or maintaining an existing certification.

Mentorship, Training, and Peer Support

Having a community around us is as important as the official paperwork. Mentors, coaches, and peer networks help us avoid common pitfalls and push our businesses forward with confidence.

  • SCORE for Women Entrepreneurs: SCORE’s national network matches us with successful business mentors (often women who’ve run their own firms). The SCORE women’s resources library includes templates, checklists, training events, and local mentor matching—all at no cost.
  • WBENC: The Women’s Business Enterprise National Council runs growth accelerators, supplier diversity programs, and certification support. Through WBENC programs, we can connect with large corporations and gain access to exclusive networking and learning events.
  • Online Communities and Industry Groups: From LinkedIn professional networks to niche industry alliances, dedicating time to peer interaction yields significant benefits. Hearing what works from others already certified creates shortcuts for our own progress.

Finding Specialized Support: Legal, Accounting, and Contract Help

Meeting WOSB eligibility is the starting point; specialists who understand women-owned certifications can answer detailed questions, fix application roadblocks, and help us avoid costly errors.

Here’s where to start:

  • APEX Accelerator (APEX): APEX helps us break down contract requirements, complete government registrations, and connect with purchasing agents. Many also review our WOSB certification applications before we click submit.
  • Legal and Accounting Professional Networks: Tap into service providers with federal contracts experience who know the fine print for SBA certification for women and the complex issues surrounding EDWOSB vs. WOSB.
  • Document Libraries: The SBA-certified knowledge base and government guides walk you through every required document for WOSB NAICS codes.

To-Do List: Building Our Own Support System

  • Bookmark the WOSB Certification Portal for guides, eligibility documents, and quick help.
  • Use SCORE resources for women to find a mentor or join a workshop.
  • Explore WBENC membership tools to access support and corporate networking.
  • Visit a local WBC or PTAC for hands-on consulting.
  • Subscribe to SBA updates so we don’t miss program changes, funding rounds, or new contract set-asides.

When we tap into the right networks and guidance, your women-owned business goes far beyond meeting a contract requirement. We gain real partners, new ideas, and a team that wants you to succeed. Getting WOSB or EDWOSB certified isn’t something you have to figure out on your own. Trusted advisers, peer groups, and expert programs are ready to walk you through each step, answer your questions, and help you stay on track. When we share resources and support, we give each other a fair shot at growth and government contracts. That is what helps us move forward together.

Frequently Asked Questions on WOSB and EDWOSB Certification

Applying for WOSB certification or EDWOSB certification sparks real excitement, but it also brings questions. We want to make this journey less confusing. Here are answers to the questions we hear most frequently from women-owned small businesses as they navigate WOSB eligibility requirements, the SBA certification for women, and what is needed to win WOSB set-aside contracts. If you want more, the SBA has an official WOSB/EDWOSB FAQ that covers even more details.

Who Needs WOSB or EDWOSB Certification?

If our goal is to bid on federal contracts set aside for women-owned firms or to compete for exclusive opportunities in industries where women have been underrepresented, official WOSB certification is a must. EDWOSB certification is designed for those who meet all WOSB requirements and face an economic disadvantage. Without certification, we miss out on billions in set-aside contracts.

What Are the Key Differences Between WOSB and EDWOSB Certification?

  • Both require at least 51% direct ownership and control by one or more U.S. citizen women.
  • EDWOSB status adds a financial test. Owners must show:
    • Personal net worth below $850,000 (not counting a primary home or the business itself).
    • Three-year average income below $400,000.
    • Total assets not above $6.5 million.
  • Only EDWOSB-certified firms can access certain federal contracts reserved for economically disadvantaged businesses. WOSB-certified businesses can compete for set-asides, but some contracts exclude businesses that don’t meet the “economically disadvantaged” criteria.

How Long Does the Certification Process Take?

SBA Direct Certification: Expect approximately 90 days, but complex cases and missing documents can prolong the process.

Can We Apply for Both WOSB and EDWOSB at the Same Time?

Yes. The process allows us to select which certification(s) we’re seeking. If we meet the financial standards, applying for both saves time and unlocks the widest set of contract opportunities. The SBA portal makes it easy to pursue both certifications in a single streamlined application—just follow the steps at certify.sba.gov.

What Documents Do We Need to Gather?

Getting paperwork right from the start is key to approval and contract eligibility. Here’s our basic checklist:

  • Proof of U.S. citizenship for every woman owner
  • Official operating agreement or bylaws
  • Articles of incorporation/organization
  • Stock ledgers, membership certificates, or partnership documents
  • Company tax returns (personal tax returns too, for EDWOSB)
  • Financial statements (especially key for EDWOSB certification)
  • Documentation of capital contributions and day-to-day control

Are There Any Costs Associated with Certification?

  • SBA Direct Certification: There is no cost to apply directly through the SBA online.
  • Third-Party Certification Services: Fees vary depending on your business size and region.

Do We Need to Renew or Update Our Certification?

Absolutely. Both WOSB certification and EDWOSB certification require:

  • An annual attestation confirming we still meet the WOSB eligibility requirements.
  • Full recertification every three years; currently, the SBA has a one-year extension in some cases.
  • Provide immediate updates to the SBA regarding any significant changes in ownership, control, or business structure.
  • Failing to keep information updated can result in our removal from the official SBA directory and block us from future WOSB set-aside contracts.

The SBA outlines the details and extensions in the official compliance guide.

What Happens If We’re Denied Certification?

The SBA will inform us exactly why our application was not approved. Common reasons include unclear evidence of ownership, mismatched documents, or failure to meet the financial eligibility requirements for EDWOSB vs. WOSB. We can fix any issues and reapply, but applications with intentional misstatements or fraud risk much stiffer penalties.

Can a Business Lose Its Certification?

Yes. We must continue to meet WOSB eligibility requirements and respond to all SBA requests during random audits or protests. Changes in ownership, control, or financial status—even missed annual updates or expired documents—can trigger removal. Stay active in the SBA portal and track all deadlines to keep our Women-Owned Small Business certification current.

Can We Hold Multiple Certifications at the Same Time?

Definitely, we can combine WOSB/EDWOSB certification with SBA 8(a), HUBZone, or Service-Disabled Veteran-Owned Small Business (SDVOSB) certifications. Having more than one gives us access to more WOSB set-aside contracts and increases our appeal to larger federal primes.

Where Can We Get More Help or Find FAQs?

The SBA updates its WOSB and EDWOSB FAQ page frequently, driven by new laws, executive orders, or program changes. For hands-on help, reach out to our local Women’s Business Center or APEX Accelerator.


When we tap into the experiences and answers shared by others, we reduce guesswork, solve problems more quickly, and move closer to securing contracts and growing our businesses with WOSB and EDWOSB certification.

Conclusion

Pursuing WOSB certification or EDWOSB certification gives us a real edge in terms of growth and stability as women-owned businesses. With SBA certification for women, we open doors to federal contracts that set aside budget just for our expertise, especially in fields where women are still underrepresented. Taking time to confirm we meet WOSB eligibility requirements, choose the right WOSB NAICS codes, and follow each application step sets us up for long-term success.

To get started, we should review the latest program information on the SBA’s official certification site, assemble all required documents, and determine whether direct or third-party certification service is the best fit. Keeping our status current, highlighting our certification on SAM.gov, and forming new partnerships through set-aside contracts will put us in a position to be in front of buyers looking for diverse suppliers.

Government contracting is highly competitive, but WOSB and EDWOSB certifications give our businesses a boost no ordinary marketing can match. Let’s take action, tap into available resources, and claim our share of opportunities designed to help us thrive. We encourage fellow women entrepreneurs and consultants to reach out, stay informed, and share success stories so we can keep building stronger women-owned businesses together.

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Glossary

A

Plain Language

– This major object class includes an agency’s procurement of assets, including those that have lost value (depreciated). Some examples of assets, according to this definition, include equipment, land, physical structures, investments, and loans.

Official Definition

 – This major object class covers object classes 31.0 through 33.0. Include capitalized (depreciated) assets and non-capitalized assets. This includes 31.0 Equipment 32.0 Land and structures 33.0 Investments and loans.

Each specific object class is defined in OMB Circular A-11 Section 83.6.

Plain Language

– The date the action being reported was issued / signed by the Government or a binding agreement was reached.

Official Definition

– The date the action being reported was issued / signed by the Government or a binding agreement was reached.

Plain Language

 – Provides information on the type of change made to an award. For example, the change may be the result of a continuation, revision, and/or adjustment to the completed project.

Official Definition

– Description (and corresponding code) that provides information on any changes made to the Federal prime award. There are typically multiple actions for each award.

(Note: This definition encompasses current data elements ‘Type of Action’ for financial assistance and ‘Reason for Modification’ for procurement)

Plain Language

– On this website, we use the term agency to mean any federal department, commission, or other U.S. government entity. Agencies can have multiple sub-agencies. For example, the National Park Service is a sub-agency of the U.S. Department of the Interior.

Official Definition

– On this website, we use the term agency to mean any federal department, commission, or other U.S. government entity. Agencies can have multiple sub-agencies. For example, the National Park Service is a sub-agency of the U.S. Department of the Interior.

Plain Language

– Identifies the agency responsible for a Treasury account. This is a 3-digit number that is a part of a Treasury Account Symbol (TAS).

Official Definition

– The agency code identifies the department or agency that is responsible for the account

Plain Language

– Identifies an agency that receives funds through an allocation (non-expenditure) transfer. This is a 3-digit number that is a part of a Treasury Account Symbol (TAS).

Official Definition

– The allocation agency identifies the department or agency that is receiving funds through an allocation (non-expenditure) transfer.

Plain Language

– The process by which Congress designates and approves spending for a specific purpose (e.g., a project or program). Most government spending is determined through appropriation bills each year. These bills must be passed by Congress and signed by the President.

When an appropriation is not passed by Congress before the beginning of the fiscal year, a “continuing resolution” (often referred to as a “CR”) may be enacted to avoid a government shutdown. A CR is a law that provides stopgap funding for agencies until their regular appropriations are passed.

 

Official Definition

– (No Official Definition)

Plain Language

– When Congress passes a law, it often gives an agency authority to carry out a project. When this happens, Congress may set aside money for the project. An appropriation account tracks the money, much like a bank account. The appropriation account number (like a bank account number) is called a Treasury Account Symbol (TAS).

Official Definition

– The basic unit of an appropriation generally reflecting each unnumbered paragraph in an appropriation act. An appropriation account typically encompasses a number of activities or projects and may be subject to restrictions or conditions applicable to only the account, the appropriation act, titles within an appropriation act, other appropriation acts, or the Government as a whole.

An appropriations account is represented by a TAFS created by Treasury in consultation with OMB.

Plain Language

– Within a Treasury Account Symbol (TAS), this one-letter code Identifies the availability (or time period) for obligations to be made on the appropriation account. A TAS will have an “X” if there is an unlimited or indefinite period to incur new obligations.

Official Definition

– In appropriations accounts, the availability type code identifies an unlimited period to incur new obligations; this is denoted by the letter X.

Plain Language

– Money the federal government has promised to pay a recipient. Funding may be awarded to a company, organization, government entity (i.e., state, local, tribal, federal, or foreign), or individual. It may be obligated (promised) in the form of a contract, grant, loan, insurance, direct payment, etc.

Official Definition

– (No Official Definition)

Plain Language

– The amount that the federal government has promised to pay (obligated) a recipient, because it has signed a contract, awarded a grant, etc.

Official Definition

– The cumulative amount obligated by the Federal Government for an award, which is calculated by USAspending.gov.

For procurement and financial assistance awards except loans, this is the sum of Federal Action Obligations.

For loans or loan guarantees, this is the Original Subsidy Cost.

Plain Language

– A unique identification number for each individual award. An award may be a contract, grant, loan, insurance, or direct payment.

Official Definition

– The unique identifier of the specific award being reported, i.e. Federal Award Identification Number (FAIN) for financial assistance and Procurement Instrument Identifier (PIID) for procurement.

Plain Language

– The federal government can distribute funding in several forms, including contracts, grants, loans, insurance, and direct payments. Award Type is a classification that provides more information about the structure of the award. Examples include:

Purchase Order (a type of contract)

Definitive Contract (a type of contract)

Block Grant (a type of grant)

Direct Loan (a type of loan)

Official Definition

         – Description (and corresponding code) that provides information to distinguish type of contract, grant, or loan and providers the user with more granularity into the method of          delivery of the outcomes.

Plain Language

– The Awarding Agency is the agency that issues and administers the award. This agency usually pays for the funding out of its own budget. In some cases, the money is financed by another agency, called the Funding Agency.

Official Definition

– The name and code associated with a department or establishment of the Government as used in the Treasury Account Fund Symbol (TAFS).

Plain Language

– The office within an agency that issues and administers the award.

Official Definition

– Name and identifier of the level of an organization that awarded, executed or is otherwise responsible for the transaction.

Plain Language

– The Awarding Sub Agency is the sub agency that issues and administers the award. For example, the Internal Revenue Service (IRS) is a sub agency of the Department of the Treasury.

Official Definition

– Name and identifier of the level 2 organization that awarded, executed or is otherwise responsible for the transaction.

B

Plain Language

– Funds that were not spent (obligated or outlaid) in previous years and are authorized to be spent in the current year.

Official Definition

– The definition for this element appears in Appendix F of OMB Circular A-11 issued June 2015; a brief summary from A-11 appears below. For unexpired accounts: Amount of unobligated balance of appropriations or other budgetary resources carried forward from the preceding year and available for obligation without new action by Congress. For expired accounts: Amount of expired unobligated balances available for upward adjustments of obligations.

Plain Language

– A Basic Ordering Agreement (BOA) is a type of Indefinite Delivery Vehicle (IDV). It is not a contract; it is a written understanding between government and contractor. It details the supplies or services offered. It also details pricing and delivery for future orders.

BOA’s can speed up contracting when requirements are uncertain. For instance, when specifications, quantities, and prices are not yet known.

These agreements can also help the government achieve economies of scale for part orders. For the contractor, they can lessen lead-time, enable a larger inventory investment, and lessen old inventory.

Official Definition

– (No Official Definition)

Plain Language

– Identifies the first year that an appropriation account may incur new obligations. This is for annual and multi-year funds only. This is a 4-digit number representing the year (e.g., 2017). It is a part of a Treasury Account Symbol (TAS).

Official Definition

– In annual and multi-year funds, the beginning period of availability identifies the first year of availability under law that an appropriation account may incur new obligations.

Plain Language

– A Blanket Purchase Agreement (BPA) is a method federal agencies use to make repeat purchases of supplies or services. A type of Indefinite Delivery Vehicle (IDV), a BPA operates by setting up a “charge account” with trusted vendors. Both agencies and vendors often prefer BPAs because they help speed up the process of repeated purchases. Once a BPA is set up, repeat purchases are easy for both sides.

  A BPA is an agreement with an individual agency, meaning only a handful of offices can place orders on a BPA. A BPA can be awarded to a set of vendors, who will then be able to bid on upcoming orders. A BPA can be set up with or without General Services Administration (GSA) schedules. Without GSA schedules, orders are capped at the Simplified Acquisition Threshold (SAT) of $100,000.

 Examples of BPAs: 

  • Agency A establishes a BPA with a computer manufacturer for repeat laptop purchases
  • Agency B establishes a BPA with a graphic design agency for design of brochures and event signage

Official Definition

– (No Official Definition)

Plain Language

– Block grants are awarded by the federal government to state and local governments for broadly defined purposes — for example, social services or community development.

Official Definition

– Block grants are given primarily to general-purpose governmental units in accordance with a statutory formula. Such grants can be used for a variety of activities within a broad functional area. Examples of federal block grant programs are the Omnibus Crime Control and Safe Streets Act of 1968, the Housing and Community Development Act of 1974, and the grants to states for social services under title XX of the Social Security Act.

Plain Language

– A federal agency is only allowed to spend money if Congress provides the authority by law for that spending. That permission to spend is called “budget authority.”

Budget authority can be granted through an appropriation law, which specifies a purpose, usually a maximum amount of money, and a set time period. Budget authority can also be granted for spending unused funds from a previous year, or to spend money that the agency takes in (e.g., the National Park Service is authorized to spend fees collected for park admission regardless of the amount).

Official Definition

– The total amount of all obligation budget authority including unobligated balances carried forward, adjustments to unobligated balances carried forward, appropriated amounts, and other budgetary resources, as of the reported date.

Plain Language

– A provision of law (not necessarily in an appropriations act) authorizing an account to incur obligations and to make outlays for a given purpose. Usually, but not always, an appropriation provides budget authority.

(defined in OMB Circular A-11)

Official Definition

– A provision of law (not necessarily in an appropriations act) authorizing an account to incur obligations and to make outlays for a given purpose. Usually, but not always, an appropriation provides budget authority.

(defined in OMB Circular A-11)

Plain Language

– The federal budget is divided into approximately 20 categories, known as budget functions. These categories organize federal spending into topics based on the major purpose the spending serves (e.g., National Defense, Transportation, Health).

These are further broken down into budget sub-functions.

Official Definition

– (No Official Definition)

Plain Language

– The federal budget is divided into functions and sub-functions. These categories organize federal spending into topics based on the major purpose the spending serves. There are about 20 major functions (e.g., National Defense, Transportation, Health). Most of these functions are further divided into sub-functions.

For example, the budget function for Health is divided into sub-functions for Health care services, Health research and training, and Consumer and occupational health and safety.

Official Definition

– (No Official Definition)

Plain Language

– Budgetary resources mean amounts available to incur obligations in a given year. Budgetary resources consist of new budget authority (from appropriations, borrowing authority, contract authority, or offsetting collections) and unobligated balances of budget authority provided in previous years.

Official Definition

– (No Official Definition)

C

Plain Language

– The Catalog of Federal Domestic Assistance (CFDA) provides a full listing of federal programs that are available to organizations, government agencies (state, local, tribal), U.S. territories, and individuals who are authorized to do business with the government. A CFDA program can be a project, service, or activity. Each CFDA program has a unique, 5-digit number in the form of XX.XXX. The first two digits represent the funding agency. The last three digits represent the program.

Official Definition

– The number assigned to a Federal area of work in the Catalog of Federal Domestic Assistance.

The title of the area of work under which the Federal award was funded in the Catalog of Federal Domestic Assistance.

Plain Language

– The Clinger-Cohen Act (CCA) of 1996 is a federal law designed to improve the way the federal government acquires, uses, and disposes of IT. It strives to make IT purchases more strategic.

Official Definition

– A code indicating the funding office has certified that the information technology purchase meets the planning requirements in 40 USC 11312 and 40 USC 11313.

Plain Language

– Indicates whether the transaction is subject to the Construction Wage Rate Requirements. The clause is 52.222-6 “Construction Wage Rate Requirements” -that goes with Wage Rate Requirements (Construction) (formerly Davis-Bacon Act).

Official Definition

– Indicates whether the transaction is subject to the Construction Wage Rate Requirements. The clause is 52.222-6 “Construction Wage Rate Requirements” -that goes with Wage Rate Requirements (Construction) (formerly Davis-Bacon Act).

Plain Language

– An agreement between the federal government and a prime recipient to provide goods and services for a fee.

Official Definition

– Contract means a mutually binding legal relationship obligating the seller to furnish the supplies or services (including construction) and the buyer to pay for them. It includes all types of commitments that obligate the government to an expenditure of appropriated funds and that, except as otherwise authorized, are in writing. In addition to bilateral instruments, contracts include (but are not limited to) awards and notices of awards; job orders or task letters issued under basic ordering agreements; letter contracts; orders, such as purchase orders, under which the contract becomes effective by written acceptance or performance; and bilateral contract modifications. Contracts do not include grants and cooperative agreements covered by 31 U.S.C. 6301, et seq.

Plain Language

–  Payment model for a contract. Each has a different way of accounting for costs, fees, and profits. Contract pricing types include:

Fixed Price Redetermination

Fixed Price Level of Effort

Firm Fixed Price

Fixed Price with Economic Price Adjustment

Fixed Price Incentive

Fixed Price Award Fee

Cost Plus Award Fee

Cost No Fee

Cost Sharing

Cost Plus

Fixed Fee

Cost Plus Incentive Fee

Time and Materials

Labor Hours

Official Definition

– The type of contract as defined in FAR Part 16 that applies to this procurement.

Plain Language

– A business, organization, or agency that receives funding and/or performs work on a contract. A contractor may be a corporation, small business, university, non-profit, sole proprietor, or other entity. When a company has a contract with the U.S. government, it may hire another company to perform part of the work. When this happens, the company that received the award is called the prime contractor. The company hired by the prime is called the sub-contractor.

Contractual Services and Supplies

Official Definition

– (No Official Definition)

Plain Language

– Grant awarded to provide assistance. It is characterized by extended involvement between recipient and agency. It requires substantial oversight by the agency and includes reporting requirements.

Official Definition

– (No Official Definition)

Plain Language

– The amount of money that the government has promised (obligated) to pay a recipient for a contract. This means the base amount and any exercised options.

Official Definition

– For procurement, the total amount obligated to date on a contract, including the base and exercised options.

D

Plain Language

– Department of Defense (DOD) code that designates a grouping of supplies, construction, or other services. Each code has letters and numbers.

Official Definition

– A claimant program number designates a grouping of supplies, construction, or other services.

Plain Language

– DUNS stands for Data Universal Numbering System. It is a unique 9-digit identification number assigned to a company or organization by Dun & Bradstreet, Inc. A DUNS is required to register in the System for Award Management (SAM).An organization must be registered in SAM (and obtain a DUNS) to do business with the federal government. There is a separate DUNS number for each business location in the Dun & Bradstreet database. The DUNS number is random, and specific digits have no significance.

Official Definition

– The unique identification number for an awardee or recipient. Currently, the identifier is the 9-digit number assigned by Dun & Bradstreet referred to as the DUNS® number.

Plain Language

– A Definitive Contract is a mutually binding legal relationship obligating the seller to provide the supplies or services (including construction) and the buyer to pay for them. It includes all types of commitments that obligate the Government to an expenditure of appropriated funds and that, except as otherwise authorized, are in writing. In addition to bilateral instruments, contracts include (but are not limited to) awards and notices of awards; job orders, or task letters, issued under basic ordering agreements; letter contracts; orders, such as purchase orders, under which the contract becomes effective by written acceptance or performance; and bilateral contract modifications.

Official Definition

– (No Official Definition)

Plain Language

– An Indefinite Quantity Contract for supplies (not services) is sometimes referred to as a Delivery Order Contract. With this type of contract, the government promises to buy supplies over a period of time from a vendor. Instead of an exact amount, it sets a quantity range with a minimum and maximum.

Official Definition

– (No Official Definition)

Plain Language

– A brief description of the purpose of the award.

Official Definition

–  A brief description of the purpose of the award.

Plain Language

– Direct loan means a disbursement of funds by the Government to a non-Federal borrower under a contract that requires the repayment of such funds with or without interest. The term also includes certain equivalent transactions that extend credit.

Official Definition

– (No Official Definition)

Plain Language

– A cash payment made by the federal government to an individual, a private firm, or another private institution.

Official Definition

– (No Official Definition)

Plain Language

– Financial assistance provided by the federal government directly to individuals, private firms, and other private institutions for a particular activity. To receive this assistance, the recipient must perform certain agreed-upon activities and meet certain milestones. Direct payments don’t include solicited contracts for the procurement of goods and services for the government.

Official Definition

– Includes financial assistance from the Federal government provided directly to individuals, private firms, and other private institutions to encourage or subsidize a particular activity by conditioning the receipt of the assistance on a particular performance by the recipient.

Plain Language

– Financial assistance provided by the federal government directly to beneficiaries who meet certain federal eligibility requirements. This type of assistance doesn’t place any restrictions on how the recipient spends the money. Some examples of direct payments include retirement, pension, and compensatory programs.

Official Definition

– (No Official Definition

Plain Language

– Disaster Emergency Fund Code (DEFC) is used to track the spending of funding for disasters and emergencies such as COVID-19. Each code links to one or more legislative bills that authorized the funding.

Official Definition

– The Office of Management and Budget (OMB), working with the Department of Treasury’s Fiscal Service, has identified a Government-wide Treasury Account Symbol Adjusted Trial Balance System (GTAS) attribute called ‘Disaster Emergency Fund Code (DEFC)’ to track appropriations classified as disaster or emergency. This code applies to the budgetary resources, obligations incurred, unobligated and obligated balances, and outlays that result from these appropriations.

As established in Memorandum M-18-08, the domain value set for DEFC is a single letter from ‘A’ to ‘Z’. The default domain value for all funding without disaster or emergency designation is ‘Q’. OMB assigns a new DEFC domain value from the set to each enacted appropriation with disaster or emergency funding. The corresponding domain title for each DEFC domain value identifies the associated public law number(s) and whether the funding is a disaster or emergency.

Memorandum M-20-21 amended the above to allow agencies to use DEFC to meet reporting requirements for COVID-19 supplemental funding, which required tracking of funds not designated as an emergency.

Agencies use the following DEFC domain values and titles for COVID-19 supplemental funding:

DEFC ‘L’ Public Law 116-123, designated as emergency

DEFC ‘M’ Public Law 116-127, designated as emergency

DEFC ‘N’ Public Law 116-136, designated as emergency

DEFC ‘O’ Public Law 116-136, Public Law 116-139, and Public Law 116-260,             not designated as emergency

DEFC ‘P’ Public Law 116-139, designated as emergency

DEFC ‘U’ Public Law 116-260, designated as emergency

DEFC ‘V’ Public Law 117-2, American Rescue Plan Act of 2021, not designated as emergency

Note that the National Interest Action (NIA) code is also used to track COVID-19 spending. However, it only applies to procurement actions (i.e., contracts) and is not necessarily tied to COVID-19 supplemental appropriations. Thus, awards with the COVID-19 NIA value may not have a COVID-19 DEFC value and vice versa.

E

Plain Language

Entity refers to prime contractors, organizations or individuals applying for assistance awards, those receiving loans, sole proprietors, corporations, partnerships, and any Federal Government agencies desiring to do business with the government.

Entity can also refer to a party which has been suspended or debarred, is covered by a prohibition or restriction, or is otherwise excluded from doing business with the government.

 

Plain Language

– Identifies the last year that an appropriation account may incur new obligations. This is for annual and multi-year funds only. This is a 4-digit number representing the year (e.g., 2018). It is a part of a Treasury Account Symbol (TAS)

Official Definition

– In annual and multi-year funds, the end period of availability identifies the last year of funds availability under law that an appropriation account may incur new obligations.

Plain Language

– A code that represents the competitive nature of the contract. Values include:

A = Full and open competition (competitive proposal, no sources excluded)

B = Not available for competition

C = Not competed

D = Full and open competition after exclusion of sources

E = Follow-on to competed for action (a follow-on to an existing competed contract)

F = Competed under Simplified Acquisition Threshold (SAP)

G = Not competed under Simplified Acquisition Threshold (SAP)

Official Definition

– A code that represents the competitive nature of the contract. Read the Federal Procurement Data System definition.

F

Plain Language

– An identification code assigned to a specific financial assistance award by an agency for tracking purposes. The FAIN is tied to that award (and all future modifications to that award) throughout the award’s life. Within an agency, FAINs are unique; a new award must be issued a new FAIN. FAIN stands for Federal Award Identification Number, though the digits may be both letters and numbers.

Official Definition

– The Federal Award Identification Number (FAIN) is the unique ID within the Federal agency for each financial assistance award.

Plain Language

– Face value of a loan is the total amount of the loan.

Since loans are expected to be paid back, face value of a loan is not considered spending. However, because not all loans are repaid, they do have costs to the government. The government’s calculation of these costs is called subsidy cost.

Official Definition

– The face value of the direct loan or loan guarantee.

Plain Language

– On this website, we use “Federal Account” to refer to the set of Treasury accounts that are grouped under a given “Federal Account Symbol.”

Official Definition

– (No Official Definition)

Plain Language

– Amount of Federal Government’s obligation, de-obligation, or liability, in dollars, for an award transaction.

Official Definition

– Amount of Federal Government’s obligation, de-obligation, or liability, in dollars, for an award transaction.

Plain Language

– The Federal Supply Schedule (FSS) is a listing of contractors that have been awarded a contract by GSA that can be used by all federal agencies. This is also known as a Multiple Award Schedule (MAS).

Official Definition

– (No Official Definition)

Plain Language

– A federal program, service, or activity that directly aids organizations, individuals, or state/local/tribal governments. Sectors include education, health, public safety, and public welfare – to name a few. Financial assistance is distributed in many forms, including grants, loans, direct payments, or insurance.

Official Definition

– (No Official Definition)

Plain Language

– The fiscal year is an accounting period that spans 12 months. For the federal government, it runs from October 1 to September 30. For example, Fiscal Year 2017 (FY 2017) starts October 1, 2016 and ends September 30, 2017. A fiscal year may be broken down into quarters. For the federal government, these quarters are:

Q1: October – December

Q2: January – March

Q3: April – June

Q4: July – September

Official Definition

– (No Official Definition)

Plain Language

– An allocation made to states (or their subdivisions, which include county and local governments, among other entities) according to law. These grants are awarded for continuing activities that aren’t confined to a specific project — for example, Medicaid.

Official Definition

– Allocations made to states (or their subdivisions) according to law or administrative regulation. These grants are awarded for continuing activities that aren’t confined to a specific project.

Plain Language

– A Funding Agency pays for the majority of funds for an award out of its budget. Typically, the Funding Agency is the same as the Awarding Agency. In some cases, one agency will administer an award (Awarding Agency) and another agency will pay for it (Funding Agency).

Official Definition

– Name and 3-digit CGAC agency code of the department or establishment of the Government that provided the preponderance of the funds for an award and/or individual transactions related to an award.

Plain Language

– The amount of money that an agency has promised to pay, usually because the agency has signed a contract, awarded a grant, or placed an order for goods or services.

In the “Financial Systems Details” tab on an award summary page, this amount refers to the funding obligated in an agency’s financial system.

Official Definition

– The definition for this element appears in Section 20 of OMB Circular A-11 issued June 2015; a brief summary from A-11 appears below.

Obligation means a binding agreement that will result in outlays, immediately or in the future. Budgetary resources must be available before obligations can be incurred legally.

Plain Language

– The office within an agency that pays the majority of funds for an award out of its budget.

Official Definition

– Name and identifier of the level n organization that provided the preponderance of the funds obligated by this transaction.

Plain Language

– A component of a larger department or agency that pays for the majority of funds for an award out of its budget. Also known as a sub-tier agency. For example, Bureau of Indian Affairs is a sub-agency of the Department of Interior.

Official Definition

– Name and identifier of the level 2 organization that provided the preponderance of the funds obligated by this transaction.

G

Plain Language

Government Wide Acquisition Contract (GWAC) is a multi-agency contract. It offers Information Technology (IT) services to agencies across the government. It is an Indefinite Delivery Vehicle (IDV) for certain types of IT work:

Systems design

Software engineering

Information assurance

Enterprise architecture

Vendors compete for the initial contracts. Once selected, they are eligible to compete further for agency-specific tasks.

Official Definition

– (No Official Definition)

Plain Language

– An award of financial assistance from a federal agency to a recipient to carry out a public project or service authorized by a United States law. Unlike loans, grants do not need to be repaid. Most grants are awarded to state and local governments. On this site, you’ll see references to several types of grants, including block grants, formula grants, project grants, and cooperative agreements.

Official Definition

– A federal financial assistance award making payment in cash or in-kind for a specified purpose. The federal government is not expected to have substantial involvement with the state or local government or other recipient while the contemplated activity is being performed. The term “grant” is used broadly and may include a grant to nongovernmental recipients as well as one to a state or local government, while the term “grant-in-aid” is commonly used to refer only to a grant to a state or local government. (For a more detailed description, see the Federal Grant and Cooperative Agreement Act of 1977, 31 U.S.C. §§ 6301–6308.) The two major forms of federal grants-in-aid are block and categorical.

Plain Language

– This major object class includes grants, subsidies, and contributions to foreign countries; insurance claims; indemnities (for example, payments to veterans for death or disability, or to compensate for loss of property); interest and dividends; and refunds.

Official Definition

– This major object class covers object classes 41.0 through 44.0. This includes: 41.0 Grants, subsidies, and contributions 42.0 Insurance claims and indemnities 43.0 Interest and dividends 44.0 Refunds

Each specific object class is defined in OMB Circular A-11 Section 83.6.

Plain Language

– Loan guarantee means any guarantee, insurance, or other pledge with respect to the payment of all or a part of the principal or interest on any debt obligation of a non-Federal borrower to a non-Federal lender. The term does not include the insurance of deposits, shares, or other withdrawable accounts in financial institutions.

Official Definition

– (No Official Definition)

H

Plain Language

– First Name: The first name of an individual identified as one of the five most highly compensated “Executives.” “Executive” means officers, managing partners, or any other employees in management positions.

Middle Initial: The middle initial of an individual identified as one of the five most highly compensated “Executives.” “Executive” means officers, managing partners, or any other employees in management positions.

Last Name: The last name of an individual identified as one of the five most highly compensated “Executives.” “Executive” means officers, managing partners, or any other employees in management positions.

Official Definition

– First Name: The first name of an individual identified as one of the five most highly compensated “Executives.” “Executive” means officers, managing partners, or any other employees in management positions.

Middle Initial: The middle initial of an individual identified as one of the five most highly compensated “Executives.” “Executive” means officers, managing partners, or any other employees in management positions.

Last Name: The last name of an individual identified as one of the five most highly compensated “Executives.” “Executive” means officers, managing partners, or any other employees in management positions.

Plain Language

– The cash and noncash dollar value earned by one of the five most highly compensated “Executives” during the awardee’s preceding fiscal year and includes the following (for more information see 17 C.F.R. § 229.402(c)(2)): salary and bonuses, awards of stock, stock options, and stock appreciation rights, earnings for services under non-equity incentive plans, change in pension value, above-market earnings on deferred compensation which is not tax-qualified, and other compensation.

Official Definition

– The cash and noncash dollar value earned by one of the five most highly compensated “Executives” during the awardee’s preceding fiscal year and includes the following (for more information see 17 C.F.R. § 229.402(c)(2)): salary and bonuses, awards of stock, stock options, and stock appreciation rights, earnings for services under non-equity incentive plans, change in pension value, above-market earnings on deferred compensation which is not tax-qualified, and other compensation.

I

Plain Language

– An indefinite-delivery contract (IDC) facilitates the delivery of supply and service orders during a set timeframe. This type of contract is awarded to one or more vendors.

Definite Quantity Contracts, which are a type of IDC, provide for delivery of a definite quantity of supplies or services for a fixed period, with deliveries to be scheduled at designated locations upon order.

Official Definition

– (No Official Definition)

Plain Language

– An Indefinite Quantity Contract is a type of Indefinite Delivery Contract (IDC). Sometimes the government contracts to buy supplies or services from a vendor over a period of time. For instances that government does not know the exact quantity, it will need, an Indefinite Quantity Contract sets a quantity range with a min and max. It does not specify an exact number. For services, this is often called a Task Order Contract. For supplies, this is often called a Delivery Order Contract.

Official Definition

– (No Official Definition)

Plain Language

– Requirements contracts are for the fulfillment of all purchase requirements of supplies or services for designated government activities during a specified contract period, with deliveries to be scheduled by placing orders with the contractor.

Official Definition

– (No Official Definition)

Plain Language

– Indefinite Delivery Contract (IDC) facilitates the delivery of supply and service orders during a set timeframe. This type of contract is awarded to one or more vendors.

           Types of IDC’s Include:

Indefinite Delivery / Definite Quantity Contract

Indefinite Delivery / Requirements Contract

Indefinite Delivery / Indefinite Quantity (IDIQ) Contract

Official Definition

– (No Official Definition)

Plain Language

– Financial assistance provided to assure reimbursement for losses sustained under specified conditions. Coverage may be provided directly by the Federal government or through private carriers and may or may not involve the payment of premiums. See Catalog for Federal Domestic Assistance (CFDA).

L

Plain Language

– Indicates whether the transaction is subject to the Labor Standards. The clause for Labor Standards is 52.222-41 “Labor Standards” – that goes with the Service Contract Labor Standards (formerly Service Contract Act).

Official Definition

– Indicates whether the transaction is subject to the Labor Standards. The clause for Labor Standards is 52.222-41 “Labor Standards” – that goes with the Service Contract Labor Standards (formerly Service Contract Act).

Plain Language

– The Name and Code for the country in which the awardee or recipient is located, using the ISO 3166-1 Alpha-3 GENC Profile, and not the codes listed for those territories and possessions of the United States already identified as “states.”

Official Definition

– The Name and Code for the country in which the awardee or recipient is located, using the ISO 3166-1 Alpha-3 GENC Profile, and not the codes listed for those territories and possessions of the United States already identified as “states.”

Plain Language

– A federal award from the government that the borrower will eventually have to pay back. Direct loans are those made for a specific time period with a reasonable expectation of repayment; they may or may not require interest payments. Guaranteed loans require the federal government to pay the bank and take over the loan if the borrower defaults.

Official Definition

– (No Official Definition)

Plain Language

– When the government makes a direct loan or guarantees a loan, it expects the loan to be repaid. However, for any given loan program (e.g., student loans, small business loan guarantees) some individual loans are not repaid. Subsidy cost is the government’s way to estimate–based on historical default rates and other factors–a loan’s likely cost to the government. Subsidy cost is computed as a percentage of the loan value, and does not include administrative costs.

While the award amount for a grant or contract is the amount that the recipient gets, for a loan, the award amount is the subsidy cost. This is because the subsidy cost is the actual cost to the government (estimated).

Official Definition

– The estimated long-term cost to the Government of a direct loan or loan guarantee, or modification thereof, calculated on a net present value basis, excluding administrative costs.

Plain Language

– When awarding emergency response contracts during a major disaster or emergency declaration by the President, the government attempts to give preference to local firms. Preference may be given through a local area set-aside or an evaluation preference.

Official Definition

– When awarding emergency response contracts during the term of a major disaster or emergency declaration by the President of the United States under the authority of the Robert T. Stafford Disaster Relief and Emergency Assistance Act (42 U.S.C. 5121, et seq.), preference shall be given, to the extent feasible and practicable, to local firms. Preference may be given through a local area set-aside or an evaluation preference. Note: When the value for the data element ‘Multiple or Single Award IDV’ is ‘Single’ on the Referenced IDV, the value for ‘Local Area Set Aside’ is propagated from the BPA. When the value is ‘Multiple’ user input is required.

M

Plain Language

– This is a 4-digit number that is part of a Treasury Account Symbol (TAS) and Identifies the TAS type and purpose. It cannot be blank.

Official Definition

– The main account code identifies the account in statute.

Plain Language

– Indicates whether the transaction is subject to the Materials, Supplies, Articles, & Equip. The clause is 52.222-20 “Contracts for Materials, Supplies, Articles, and Equipment Exceeding $15,000” – that goes with Contracts for Materials, Supplies, Articles, and Equipment Exceeding $15,000 (formerly Walsh-Healey).

Official Definition

– Indicates whether the transaction is subject to the Materials, Supplies, Articles, & Equip. The clause is 52.222-20 “Contracts for Materials, Supplies, Articles, and Equipment Exceeding $15,000” – that goes with Contracts for Materials, Supplies, Articles, and Equipment Exceeding $15,000 (formerly Walsh-Healey).

Modification Number

Multi-Agency Contract (MAC)

Plain Language

–  A Multi-Agency Contract (MAC) is a task-order or delivery-order contract established by one agency for use by government agencies to obtain supplies and services.

– (No Official Definition)

Multiple Award Schedule (MAS)

Plain Language

– A listing of contractors that have been awarded a contract by GSA that can be used by all federal agencies. This is also known as a Federal Supply Schedule (FSS).

Official Definition

– (No Official Definition)

Plain Language

– A recipient name of “MULTIPLE RECIPIENTS” indicates that the financial assistance award has been aggregated to protect the Personally Identifiable Information (PII) of a collection of individuals. Agencies are prohibited from publishing PII on USAspending. Aggregating involves grouping awards to individuals (typically from the same program and time period) by county (for domestic awards), state (for domestic awards), or country (for foreign awards). These records omit location information that would normally be present (street address and the last 4 digits of the ZIP code) and replace the recipient name with “MULTIPLE RECIPIENTS.” The award summary pages for these records specify the level of aggregation.

Official Definition

– (No Official Definition)

N

Plain Language

– NAICS stands for the North American Industrial Classification System. This 6-digit code tells you what industry the work falls into. Each contract record has a NAICS code. That means you can look up how much money the U.S. government spent in a specific industry.

The list of industries and codes is updated every 5 years.

Official Definition

– The identifier and title that represents the North American Industrial Classification System Code assigned to the solicitation and resulting award identifying the industry in which the contract requirements are normally performed

Plain Language

– The National Interest Action (NIA) code categorizes federal contracts that are related to emergency responses or other nationally significant events.

Official Definition

– The National Interest Action values are used to categorize procurement actions related to emergency contingency responses or other nationally significant events. The length of the value is no more than 4 characters. A new NIA value was created to address the COVID-19 pandemic and this value is valid for actions signed between 3/13/2020 and 9/30/2020.

           Below are examples of NIA values:

H19M – Hurricane Michael 2019

H19D – Hurricane Dorian 2019

P20C – COVID-19 2020

Note that the Disaster Emergency Fund Code (DEFC) is also used to track COVID-19 spending. However, it is not limited to contracts and is necessarily tied to COVID-19 supplemental appropriations. Thus, awards with the COVID-19 NIA value may not have a COVID-19 DEFC value and vice versa.

Plain Language

– For financial assistance, the amount of the award funded by non-Federal source(s), in dollars. Program Income (as defined in 2 C.F.R. § 200.80) is not included until such time that Program Income is generated and credited to the agreement.

Official Definition

– For financial assistance, the amount of the award funded by non-Federal source(s), in dollars. Program Income (as defined in 2 C.F.R. § 200.80) is not included until such time that Program Income is generated and credited to the agreement.

O

Plain Language

– Object class is one way to classify financial data in the federal budget. An object class groups obligations by the types of items or services purchased by the federal government. Examples: “Personnel Compensation” and “Equipment”

Official Definition

– Categories in a classification system that presents obligations by the items or services purchased by the Federal Government. Each specific object class is defined in OMB Circular A-11 § 83.6.

(defined in OMB Circular A-11

Plain Language

– When awarding funding, the U.S. government enters a binding agreement called an obligation. The government promises to spend the money, either immediately or in the future. An agency incurs an obligation, for example, when it places an order, signs a contract, awards a grant, purchases a service, or takes other actions that require it to make a payment.

Official Definition

– Obligation means a legally binding agreement that will result in outlays, immediately or in the future. When you place an order, sign a contract, award a grant, purchase a service, or take other actions that require the Government to make payments to the public or from one government account to another, you incur an obligation. It is a violation of the Antideficiency Act (31 U.S.C. § 1341(a)) to involve the Federal Government in a contract or obligation for payment of money before an appropriation is made unless authorized by law. This means you cannot incur obligations in a vacuum; you incur an obligation against budget authority in a Treasury account that belongs to your agency. It is a violation of the Antideficiency Act to incur an obligation in an amount greater than the amount available in the Treasury account that is available. This means that the account must have budget authority sufficient to cover the total of such obligations at the time the obligation is incurred. In addition, the obligation you incur must conform to other applicable provisions of law, and you must be able to support the amounts reported by the documentary evidence required by 31 U.S.C. § 1501. Moreover, you are required to maintain certifications and records showing that the amounts have been obligated (31 U.S.C. § 1108). The following subsections provide additional guidance on when to record obligations for the different types of goods and services or the amount.

Additional detail is provided in Circular A‐11.

Plain Language

– For procurement, the date on which, for the award referred to by the action being reported, no additional orders referring to it may be placed. This date applies only to procurement indefinite delivery vehicles (such as indefinite-delivery contracts or blanket purchase agreements). Administrative actions related to this award may continue to occur after this date. The period of performance end dates for procurement orders issued under the indefinite-delivery vehicle may extend beyond this date.

Official Definition

–  For procurement, the date on which, for the award referred to by the action being reported, no additional orders referring to it may be placed. This date applies only to procurement indefinite delivery vehicles (such as indefinite-delivery contracts or blanket purchase agreements). Administrative actions related to this award may continue to occur after this date. The period of performance end dates for procurement orders issued under the indefinite-delivery vehicle may extend beyond this date.

Plain Language

– A subset of budget authority. Most spending by agencies is authorized by appropriation laws; a small amount may come from money not spent in the previous year. The rest is authorized in other ways and grouped together on USAspending.gov as Other Budgetary Resources.

Official Definition

– New borrowing authority, contract authority, and spending authority from offsetting collections provided by Congress in an appropriations act or other legislation, or unobligated balances of budgetary resources made available in previous legislation, to incur obligations and to make outlays.

(defined in OMB Circular A-11)

Plain Language

– Financial assistance from the Federal Government is not described by any of the previously defined assistance types.

Official Definition

– (No Official Definition)

Plain Language

– This major object class includes other miscellaneous charges.

Official Definition

– This major object class covers object classes 91.0 through 99.5. This includes: 91.0 Unvouchered 92.0 Undistributed 94.0 Financial transfers 99.0 Subtotal, obligations 99.5 Adjustment for rounding

Each specific object class is defined in OMB Circular A-11 Section 83.6.

Plain Language

– An Other Transaction (OT) Indefinite Delivery Vehicle is a transaction other than a procurement contract, grant, or cooperative agreement. Since this transaction is defined in the negative, it could take unlimited potential forms. This term is often used to refer to transactions designed to:

Support research & development for homeland security.

Advance the development, testing, and deployment of critical homeland security technologies.

Speed up prototyping and deployment of technologies addressing homeland security vulnerabilities.

 The Department of Homeland Security (DHS) often splits its use of OTs for Research and Prototype Projects.

Official Definition

– (No Official Definition)

Plain Language

– An outlay occurs when federal money is actually paid out, not just promised to be paid (“obligated”).

Official Definition

– Payments made to liquidate an obligation (other than the repayment of debt principal or other disbursements that are “means of financing” transactions). Outlays generally are equal to cash disbursements but also are recorded for cash-equivalent transactions, such as the issuance of debentures to pay insurance claims, and in a few cases are recorded on an accrual basis such as interest on public issues of the public debt. Outlays are the measure of Government spending.

(defined in OMB Circular A-11)

P

Plain Language

– The identifier of the procurement award under which the specific award is issued, such as a Federal Supply Schedule. This data element currently applies to procurement actions only.

Official Definition

– The identifier of the procurement award under which the specific award is issued, such as a Federal Supply Schedule. This data element currently applies to procurement actions only.

Plain Language

–  The unique identification number for the ultimate parent of an awardee or recipient. Currently, the identifier is the 9-digit number maintained by Dun & Bradstreet as the global parent DUNS® number.

Official Definition

– The unique identification number for the ultimate parent of an awardee or recipient. Currently, the identifier is the 9-digit number maintained by Dun & Bradstreet as the global parent DUNS® number.

Plain Language

– The current date that the award ends.

Official Definition

– The current date on which, for the award referred to by the action being reported, awardee effort completes or the award is otherwise ended. Administrative actions related to this award may continue to occur after this date. This date does not apply to procurement indefinite delivery vehicles under which definitive orders may be awarded.

Plain Language

– For procurement, the date on which, the award referred to by the action being reported if all potential pre-determined or pre-negotiated options were exercised, awardee effort is completed or the award is otherwise ended. Administrative actions related to this award may continue to occur after this date. This date does not apply to procurement indefinite delivery vehicles under which definitive orders may be awarded.

Official Definition

– For procurement, the date on which, for the award referred to by the action being reported if all potential pre-determined or pre-negotiated options were exercised, awardee effort is completed or the award is otherwise ended. Administrative actions related to this award may continue to occur after this date. This date does not apply to procurement indefinite delivery vehicles under which definitive orders may be awarded.

Plain Language

– The date that the award begins.

Official Definition

– The date on which, for the award referred to by the action being reported, awardee effort begins or the award is otherwise effective.

Plain Language

– This major object class includes employee compensation, including salaries, wages, and health benefits, for federal employees. Personnel compensation and benefits apply to full-time and part-time employees, along with military personnel.

Official Definition

– This major object class consists of object classes 11, 12, and 13. This includes: 11 Personnel compensation 11.1 Full-time permanent 11.3 Other than full-time permanent 11.5 Other personnel compensation 11.6 Military personnel – basic allowance for housing 11.7 Military personnel 11.8 Special personal services payments 11.9 Total personnel compensation 12 Personnel benefits 12.1 Civilian personnel benefits 12.2 Military personnel benefits 13.0 Benefits for former personnel

Each specific object class is defined in OMB Circular A-11 Section 83.6.

Plain Language

– The total amount that could be obligated on a contract. This total includes the base plus options amount. For example, if a recipient is awarded $10M on a base contract with 3 option years at $1M each, the potential award amount is $13M.

Official Definition

– For procurement, the total amount that could be obligated on a contract, if the base and all options are exercised.

Plain Language

– The principal place of business, where the majority of the work is performed. For example, in a manufacturing contract, this would be the main plant where items are produced.

Official Definition

– The address where the predominant performance of the award will be accomplished. The address is made up of four components: City, State Code, and ZIP+4 or Postal Code.

Plain Language

– The congressional district where the principal place of business, where the majority of the work is performed. For example, in a manufacturing contract, this would be the main plant where items are produced.

Official Definition

– U.S. congressional district where the predominant performance of the award will be accomplished. This data element will be derived from the Primary Place of Performance Address.

Plain Language

– The country where the principal place of business, where the majority of the work is performed. For example, in a manufacturing contract, this would be the main plant where items are produced.

Official Definition

– Country code where the predominant performance of the award will be accomplished.

 

Plain Language

– A prime award is an agreement that the government makes with a non-federal entity for the purpose of carrying out a federal program. The entities receiving the award are known as prime recipients.

Official Definition

– A Prime Award is a federal award that is either: (1) Federal financial assistance that a non-Federal entity receives directly from a Federal awarding agency; or (2) The cost-reimbursement contract under the Federal Acquisition Regulations that a non-Federal entity receives directly from a Federal awarding agency. (Adapted from 2 CFR §200.38)

Plain Language

– A company, organization, individual, or government entity (i.e., state, local, tribal, or foreign) that receives funding directly from the U.S. government. They receive this funding through an agreement called a prime award. For example, if the Dept. of Transportation is building a bridge, they can award Bridge Company A the contract to carry out the construction. Bridge Company A would be the prime recipient.

Official Definition

– A non-Federal entity that receives a Federal award directly from a Federal awarding agency to carry out an activity under a Federal program.

Plain Language

– A unique identifier assigned to a federal contract, purchase order, basic ordering agreement, basic agreement, and blanket purchase agreement. It is used to track the contract and any modifications or transactions related to it.

Official Definition

– The unique identifier of the specific award being reported.

Read more in the Federal Acquisition Regulation.

Plain Language

– A Product or Service Code (PSC) is a 4-character code that identifies the type of product, service, or research & development (R&D) purchased. While NAICS codes identify the industry most relevant to a contract, PSCs tell you what the contract is specifically purchasing. For example, a contract’s NAICS code might point to the “Industrial Building Construction” industry, while that same contract’s PSC points to “Construct Hospitals and Infirmaries.” There are nearly three times as many PSCs (over 2,900) as there are NAICS codes (just over 1000), which in many cases allows a more granular PSC designation than NAICS code designation for a given contract.

          All PSC are 4 characters long, but there is an embedded hierarchy in the codes.

R&D: begin with ‘A’ (indicating R&D), followed by a second letter, followed by a number, followed by a number (four levels of hierarchy). Example: AA11.

Services: begin with ‘B’ to ‘Z’ (indicating the subcategory of Service), followed by a number, followed by two letters (four levels of hierarchy if you include the “Service” designation). Example: C1AA

Products: begin with two numbers (indicating the subcategory of Product), followed by two more numbers (three levels of hierarchy if you include the “Product” designation). Example: 1005

Official Definition

– The code that best identifies the product or service procured. Codes are defined in the Product and Service Codes Manual.

Plain Language

– A program activity is a category within an appropriation account. A program activity is a specific activity or project, as listed in the program and financing schedules of the annual budget of the U.S. government.

Official Definition

– A specific activity or project as listed in the program and financing schedules of the annual budget of the United States Government.

(defined in OMB Circular A-11)

Plain Language

– A system-generated Department of Defense (DOD) code, also known as the Acquisition Program (AP) Code. This code identifies the DOD program, weapons system, or equipment being acquired. It can be categorized as a Major Defense Acquisition Program (MDAP) or a Major Automated Information System (MAIS).

Official Definition

-Two codes that together identify the program and weapons system or equipment purchased by a DOD agency. The first character is a number 1-4 that identifies the DOD component. The last 3 characters identify that component’s program, system, or equipment.

Read more about this code on the General Services Administration website.

Plain Language

– Funding of specific projects for a fixed amount of time. Some examples include fellowships, scholarships, research grants, survey grants, and construction grants.

Official Definition

– Project grants provide federal funding for fixed or known periods for specific projects or the delivery of specific services or products.

Plain Language

– A Purchase Order is an offer by the government established to buy supplies or services, including construction and research and development, upon specified terms and conditions, using simplified acquisition procedures.

Official Definition

– (No Official Definition)

R

Plain Language

– Provides information on the type of change made to an award.

Official Definition

– Description (and corresponding code) that provides information on any changes made to the Federal prime award. There are typically multiple actions for each award.

(Note: This definition encompasses current data elements ‘Type of Action’ for financial assistance and ‘Reason for Modification’ for procurement)

Plain Language

– A company, organization, individual, or government entity (i.e., state, local, tribal, federal, or foreign), that receives funding from the U.S. government.

Official Definition

– (No Official Definition)

Plain Language

– The congressional district in which the recipient is located.

Official Definition

– The congressional district in which the awardee or recipient is located. This is not a required data element for non-U.S. addresses.

Plain Language

– Legal business address of the recipient.

Official Definition

– The awardee or recipient’s legal business address where the office represented by the Unique Entity Identifier (as registered in the System for Award Management) is located. In most cases, this should match what the entity has filed with the State in its organizational documents if required. The address is made up of five components: Address Lines 1 and 2, City, State Code, and ZIP+4 or Postal Code.

Plain Language

– A recipient is a company, organization, individual, or government entity (i.e., state, local, tribal, federal, or foreign), that received funding by the U.S. government. The recipient name is the same as what’s registered in the System for Award Management (SAM.gov). This is usually the official name of the business. For individuals, the term ‘Multiple Recipients’ is used as the Recipient Name to protect individuals’ privacy.

Official Definition

– The name of the awardee or recipient that relates to the unique identifier. For U.S.-based companies, this name is what the business ordinarily files information documents with individual states (when required).

Plain Language

– Recipient/Business types are socio-economic and other organizational/business characteristics that are used to categorize federal contractors and other funding recipients. There are many different recipient/business types, and they span for-profit businesses, non-profits, government entities, individuals, and foreign entities. Some examples are:

  • Historically Black College or University
  • Veteran-Owned Business
  • Historically Underutilized Business Zone (HUBZone) Firm
  • Sole Proprietorship
  • Foundation

You can search and filter on all recipient types on this site.

Official Definition

– A collection of indicators of different types of recipients based on socio-economic status and organization / business areas.

Plain Language

– Code indicating whether an action is an Aggregate Record (Record Type = 1), a Non-aggregate Record (Record Type = 2), or a Non-Aggregate Record to an Individual Recipient with Redacted Personally Identifiable Information (Record Type = 3).

Official Definition

– Code indicating whether an action is an Aggregate Record (Record Type = 1), a Non-aggregate Record (Record Type = 2), or a Non-Aggregate Record to an Individual Recipient with Redacted Personally Identifiable Information (Record Type = 3).

Plain Language

– A recipient name of “REDACTED DUE TO PII” indicates that the associated financial assistance award was issued to an individual whose name and other Personally Identifiable Information (PII) were redacted, as required by law. Along with masking the individual’s name with “REDACTED DUE TO PII,” these records omit location information that would otherwise be present (street address and the last 4 digits of the ZIP code).

Official Definition

– (No Official Definition)

S

Plain Language

– A tool used to award contracts to specific types of businesses. Most set-asides reserve contracts for small businesses. Others are more specific, to support small businesses with specific designations, such as veteran-owned businesses or small disadvantaged business types.

Official Definition

– The designator for the type of set aside determined for the contract action.

Plain Language

– For certain types of government purchases between $3,000 and $150,000. These purchases may require less approval and less documentation.

Official Definition

– (No Official Definition)

Plain Language

– When an agency needs work done, it can ask for information or bids on the work. These requests are called solicitations. They often come as a RFI (Request for Information) or RFP (Request for Proposal).

Official Definition

– (No Official Definition)

Plain Language

– On this site, the term spending could either describe obligations (amount awarded) or outlays (amount paid out).

Official Definition

– (No Official Definition)

Plain Language

– Sub Account Code (SUB) is a component of the TAS that identifies a Treasury-defined subdivision of a Federal Account (AID + MAIN). Most Federal Accounts do not have subdivisions. 000 is the default SUB; if 000 is the only SUB under a given Federal Account, it has not been subdivided

Official Definition

– This is a component of the TAS. Identifies a Treasury-defined subdivision of the main account. This field cannot be blank. Sub Account 000 indicates the Parent account.

Plain Language

– A sub-award is an agreement that a prime recipient makes with another entity to perform a portion of their award. On our website, these recipients are known as sub-recipients. Sub-awards might also be referred to as a sub-contract or a sub-grant.

 

Official Definition

– An award provided by a pass-through entity to a subrecipient for the subrecipient to carry out part of a federal award received by the pass-through entity. It does not include payments to a contractor or payments to an individual that is a beneficiary of a federal program. A subaward may be provided through any form of legal agreement, including an agreement that the pass-through entity considers a contract. (2CFR)

Plain Language

– A company, organization, individual, or government entity (i.e., state, local, tribal, or foreign) that receives funding from another recipient of federal funds (a prime recipient), rather than directly from the U.S. government. The sub-recipient may be a sub-contractor or a sub-grantee. For example, the Dept. of Transportation awards Bridge Company A a bridge construction contract. Bridge Company A needs Bridge Company B to supply the steel, so Bridge Company A awards Bridge Company B a sub-award. Bridge Company B is the sub-contractor. On the grants side, University A receives an R&D grant from the National Science Foundation. University A needs University B to perform the initial step in the research, so University A awards University B a sub-award. University B is the sub-grantee.

Official Definition

– A non-Federal entity that receives a sub-award from a pass-through entity to carry out part of a federal program; but does not include an individual that is the beneficiary of such program. (grants.gov)

T

Plain Language

– An Indefinite Quantity Contract for services (not supplies) is sometimes referred to as a Task Order Contract. With this type of contract, the government promises to buy services over a period of time from a vendor. Instead of an exact amount, it sets a range with a minimum and maximum.

Official Definition

– (No Official Definition)

Plain Language

– A transaction can be the initial contract, grant, loan, or insurance award or any amendment or modification to that award.

Official Definition

– (No Official Definition)

Plain Language

– Treasury and OMB assign a code to each appropriation, receipt, or fund account. This code is similar to a bank account number. It helps identify financial transactions in the federal government. It also aids in reporting accuracy. TAS are sometimes referred to as ‘program source’ in legislation. On this website, we group each set of Treasury Accounts that share an Agency Identifier and Main Account Code into a “Federal Account”.

            Seven components make up the TAS:

Allocation Transfer Agency Identifier (ex. 089)

Agency Identifier (ex. 020)

Beginning Period of Availability (ex. 2017)

Ending Period of Availability (ex. 2018)

Availability Type Code (used if there are not specific beginning/ending years) (ex. X)

Main Account Code (ex. 0114)

Sub Account Code (ex. 000)

             Example TAS:

089-020-2017/2018-0114-000

089-020-2017/2017-0114-000

089-020-X-0114-000

Official Definition

– (No Official Definition)

U

Plain Language

– On this site, URI stands for Unique Record Identifier.

Official Definition

– (No Official Definition)

Plain Language

– The name of the ultimate parent of the awardee or recipient. Currently, the name is from the global parent DUNS® number.

Official Definition

– The name of the ultimate parent of the awardee or recipient. Currently, the name is from the global parent DUNS® number.

Plain Language

– The amount of money out of an account that has yet to be awarded or obligated (promised to be spent).

Official Definition

– Unobligated balance means the cumulative amount of budget authority that remains available for obligation under law in unexpired accounts at a point in time. The term “expired balances available for adjustment only” refers to unobligated amounts in expired accounts.

Additional detail is provided in Circular A‐11.