Thu, Dec. 08, 2016

Holiday Social

Wed, Dec. 14, 2016

San Antonio Networking Reception

Thu, Dec. 15, 2016

San Antonio Executive Networking Luncheon

WBEA Certification

Checklist for Required Documents for Recertifications

Recertification Checklist

 

Please list N/A for any Not Applicable, do not leave blank.

 


General & Financial Information

r  Printed Summary View of application from WBENCLink

r  Signed Sworn WBENC Affidavit notarized by a 3rd party

r  WBENCLink User Agreement 3.7 – signed by female owner

r  Processing fee

r  Updated evidence of gender and/or citizenship of owner(s) if expired since last certification

r  Most recent signed Federal Income Tax returns, as filed with the IRS or evidence of extension

r  Most recent financial statements (Balance Sheet and Profit & Loss Statement)

r  W-2s/1099s from every officer, director, or owner receiving compensation for the prior year

 

For all Corporations

r  Most recent board of directors meeting minutes

r  Most recent shareholders’ meeting minutes

 

The following should be submitted, IF APPLICABLE:

r  Documentation on the ownership, management, or business structure if changes since last certification (i.e. new/canceled stock certificates, citizenship/ gender for new owners, etc.)

r  Resumes for any new owners or officers

r  Any amendments to the corporate bylaws, LLC, or partnership agreement

r  Any new professional and business license(s)

r  Copy of current real estate lease agreement (if renewed since last certificate was issued)

r  Any new management, consulting, service, affiliate and/or subsidiary agreements

 

STOP!

 

 

This is only if you are applying for WOSB certification

WOSB Documents

r  WOSB Application

r  Proof of registration in SAM.gov, System for Award Management (Printout of Entity Overview)

r  IRS Form 941 (Quarterly Tax Return) for preceding 12 months OR W-3 (Transmittal of Wage & Tax Statements) for past year OR List of employees (if Forms 941 or W-3 are not available)

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