WBE Certification
Checklist for Required Documents for Recertification
Recertification Checklist
Documents are to be uploaded into WBENCLink.org
Due to the situation with COVID-19, the following process is in place for all applicants (new and renewal applications):
Temporary Sworn Affidavit process
- If someone is unable to access a Notary, the applicant may submit the un-notarized Sworn Affidavit and it will be accepted during this crisis until further notice
- For NEW CERTIFICATIONS and RECERTICATIONS, a notarized Sworn Affidavit will be due upon recertification next year
Mandatory Supporting Documents for Recert Applications:
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)