Get Re-certification Packet

Filling out the Re-Certification Packet online is a straightforward process that allows you to update your business certification information efficiently. This guide will provide you with clear, step-by-step instructions to ensure you complete each section accurately and submit your application seamlessly.

Follow the steps to complete your Re-Certification Packet.

1. Click ‘Get Form’ button to obtain the Re-Certification Packet and open it in the editor.
2. Begin by entering the date at the top of the packet. Ensure it is the current date when you are submitting the form.
3. In the Company Information section, provide the name of your business, any 'Doing Business As' names, mailing address, phone number, fax number, email address, web address, and physical address (if different from the mailing address). Additionally, include the Federal Tax ID Number and D & B Number.
4. Complete the Owner Information section with the name, title, address, phone number, fax number, and email address of the owner.
5. If the contact person is different from the owner, fill out the Contact Information section with the relevant details.
6. In the Business Type section, select all applicable categories from the provided list that best describe your business operations.
7. Provide your business’s legal structure by indicating whether it is a sole proprietorship, partnership, or corporation. Include names of partners or corporate officers if applicable.
8. Fill out the Procurement Information section, specifying the geographic area you serve, annual sales, NAIC code, and the number of employees.
9. In the Customer References section, list two client references including their contact information and size of contract.
10. Complete the Bank and Credit References section with two financial institution contacts, including the type of accounts and credit lines available.
11. In the Sworn Affidavit section, indicate whether there have been changes in ownership, control, or operation of the company. Certify that the information provided is accurate.
12. Review the Re-Certification Documents Checklist and ensure all required documents are attached. Utilize different colored paper to separate each category.
13. Finally, save your changes. You may download, print, or share the Re-Certification Packet as needed.

Start completing your Re-Certification Packet online today to ensure a smooth certification process.