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OMWBE Certification Workshop _ Nisqually Indian Tribe/Olympia, WA

March 17, 2016 @ 1:00 pm - 3:00 pm PDT

Free

Washington State needs qualified small businesses!

Please join Native PTAC and the WA State Office of Minority & Women’s Business Enterprises (OMWBE) for this workshop intensive. OMWBE staff will be available to directly assist M/WBE contractors through the process of completing their WA State certification application.

This is a 2-hour intensive workshop, intended to help businesses complete their State certification application.

Visit http://omwbe.wa.gov/certification to download the application

Attendees will need to collect and bring documents in order to fill out their paper work.

Have these documents gathered and completed before attending the workshop in order to fill out any remaining certification paperwork during the class.

Federal Tax ID
Washington UBI#
Professional License Number
Contractor License#
Description of primary activities
Bonding information
Loan Documentation
Duties of Owners & Key persons
Non Participation Statement
Please have these documents gathered and completed before attending, in order to fill out the certification paperwork during class.

Please contact Native PTAC at Info@NativePTAC.org or 206-816-6596 if you have any questions.

DOCUMENT CHECKLIST (not all may apply)

Non-Participation Statement (if applicable).
Affidavit for eligible owner (Notarized, Signed and dated).
Declaration for owner (Notarized, Signed and dated).
State Driver’s License AND birth certificate or US Passport/Passport Card or USA Certificate of Naturalization with photo or US Permanent Resident Card or WA State Enhanced Driver’s License.
Prenuptial Agreement or Separation of Property Agreement or Transfer of Property Agreement.
Bank/Credit Card Statements or receipts showing business start-up costs that can be traced to a personal account for each eligible owner(s).
Loan documents by a lending institution dated at the time of start-up and guaranteed by the eligible person.
If the business is more than 7 years old, Bank/Credit Card Statements or receipts showing ongoing capital investment with documented proof (bank statements/processed checks) to show the source of those funds.
Current resume for Owner (and Spouse, if married) that shows Types, dates and places of education and training received, Dates, places, titles and duties of former and current employment. Include past and present ownership in any businesses.
Current resume for Key Personnel and Board Members that shows Types, dates and places of education and training received, Dates, places, titles and duties of former and current employment. Include past and present ownership in any businesses.
Signed Bank signature card(s) which indicates who has signing authority, bank account number, date account was opened, amount of initial deposit, and any restrictions on the account.
Copies of signed credit/loan or finance agreements.
Copies of insurance policy agreements (commercial liability, errors and omissions, etc.)
Copy of Bonding documents.
Copies of signed property lease agreements or proof of ownership for office and/or yard space.
List of owned equipment and/or vehicles and documented proof of purchase and/or titles.
List of equipment leased and signed lease agreements.
Copies of contracts/bids/invoices to demonstrate scope of work performed (from the last 12 months but no more than 6 total).
Current Joint Venture agreements and amendments.
Mentor Protégé agreements.
Corporate bylaws and any amendments.
Meeting Minutes.
Stock certificates and ledger if stocks have been issued.
Safety Manual (Trucking and Construction Firms)
Federal Tax Returns and/or current IRS extension – (Last 3 years including all pages, statements, and schedules).
If business started less than one year ago, please provide a Balance Sheet & Income Statement (Profit & Loss) as well as your SS-4 form.
Secretary of State Certificate of Incorporation OR Secretary of State Certificate of Incorporation of foreign body authority (if firm is located outside of WA State.)
Trucking firms

Washington Utilities & Transportation Commission (WUTC) permits.
Commercial Driver’s License (CDL) for all drivers.
Insurance Agreements for each truck owned or operated by firm.
Title(s) and registration certificate(s) for each truck owned or operated by firm.

OMWBE

Venue

Red Wind Casino
12819 Yelm Highway SED
Olympia, WA 98513 United States
Phone:
866-946-2444
Website:
http://redwindcasino.com/

Organizer

Two Rivers CDC
Email:
Info@TwoRiversCDC.org

For more training and networking opportunities, please visit our resource partners’ calendars.