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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 # two 

WOSB CERTIFICATE SUBMISSION ASSISTANCE ONLY

In order to utilize book this service you must currently have the following items for your llc or corporation listed below. This service will ensure that all documents are accurate & will assist in your submission.

 

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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