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General Eligibility

  • 51 % of the business must be owned by a woman

  • The SBA maintains a list of those eligible industries and their NAICS codes.

  • A woman must manage the day-to-day operations

  • Women must make up 51% of the voting power & sit on the Board 

  • Must be physically located and operate in the U.S. or its territories

  • Must have less than $38.5 million in average annual receipts

  • Must be a for-profit business of any legal structure

  • Must Be independently owned and operated

  • Must have Less than1,500 employees

  • SAM.GOV active registration - assistance available

  • Must have a Corporation or LLC

  • state filed documents -official name change, marriage license, unexpired passport, unexpired military ID (front and back copy)

Service # one

WOSB CERTIFICATE SUBMISSION ASSISTANCE ONLY

In order to  book this service you must currently have an active SAM Registration & the following items for your llc or corporation listed below. This service will ensure that all documents are accurate & will assist in your submission. In addition, you will be granted access to the "WOSB certification 101 & Grants" instructional video course.

 

LLC Documentation

 

  • Active registration in the System for Award Management for the firm, available at SAM.gov (Note: The firm’s UEI and EIN, and MPIN must exactly match SAM registration) Note: SAM.gov registrations should be for the purposes of "All Awards" and not limited to "Loans and Grants"

  • Fully executed Operating Agreement and any amendments

  • Articles of Organization and any amendments, signed, dated, and reflecting state filing seal

    • Firms operating in another state should submit foreign filing documentation for that state and certificate of good standing from the original domestic state

    • DBA (Doing Business As) or Trade Name Certificate reflecting state filing seal, if applicable

    • Business documents ○ Joint Venture agreements, if applicable

    •  Buy/Sale agreements, if applicable

  •  Résumé – listing current ownership roles/title and duties, as well as details on prior work experience should include position/title, company name, duties

  • Technical licenses, if applicable

  •  Current Board Members that are listed in bylaws, operating agreement, and/or meeting minutes, if applicable

  • Firm Ownership  Trust agreement if a trust currently holds the qualifying individual’s ownership interest if applicable

    • Letter of explanation for any executory agreement.

Corporation  Documentation

  • Articles of Incorporation – Signed, dated, and reflecting state filing seal for the domestically filed state

    • Firms operating in another state should submit foreign filing documentation for that state and certificate of good standing from the original domestic state.

  • Articles of Organization and any amendments, signed, dated, and reflecting state filing seal

    • Firms operating in another state should submit foreign filing documentation for that state and certificate of good standing from the original domestic state law dependent.

  • Trust agreement if a trust currently holds the qualifying individual’s ownership interest, if applicable

    • Letter of explanation for any executory agreements Business Structure - Corporation

  •  Copies of stock certificates - Front and Back, if issued as a two-sided document. State law dependent

  •  Stock Ledger The Stock Ledger should be in chart format and must include all actions including the transfer and/or cancellations of the shares and the dates of the transfer. The detailed listing should Corporation documentation for WOSB Certificate include:

    • ○ Name of Business 

    • Name of stockholder 

    • Date of issuance 

    • Number of shares issued 

    • Stock Certificate Number (if applicable) 

    • Date of transfer/cancellation 

    • Who were the shares transferred to? 

    • How many shares transferred 

    • Total outstanding shares

  • Corporate Bylaws and any amendments 

    • If the Bylaws are not signed, Meeting minutes adopting and accepting the Bylaws to include all amendments must be provided 

    • Shareholder agreements may be accepted in lieu of corporate bylaws pursuant to the laws of the state where the firm is registered

  •  DBA (Doing Business As) or Trade Name Certificate reflecting state filing seal, if applicable

  •  Business Documents

    •  Meeting minutes - Most recent meeting minutes (signed and dated) noting the election of the officers and directors 

    • Joint Venture agreements, if applicable 

    • Buy/Sale agreements, if applicable 

      • Stock ledger should reflect changes executed from this agreement

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