Business Matchmaking & Financing Featuring the CCSP

This is a partnership event with the City of Oakland and Construction Resource Center (CRC). The Contractor Capital Solution Program (CCSP) is contract-based financing for small & diverse contractors looking to bid and cash flow public works construction contracts. CCSP allows contractors to use awarded contracts as collateral for project cash flow funding.

Note to have all these documents to be considered for a loan:

Eligibility:

Personal Information

Business Information

Owner Demographic Data

Determine LMI Status

Plaid ID Verification

Background Information:

Full Application Form

Good Jobs Form

Good and Green Form

Business Registration Documentation

Certifications

Borrower Documentation:

Schedule Current work in Progress and Completed Contract Schedule

2021 Business Tax Return

2021 Year End Financial Statement - Balance Sheet, Profit, and Loss

2022 Business Tax Return

2022 Year End Financial Statement - Balance Sheet, Profit, and Loss

Current Interim Financial Statements - Balance Sheet, Profit and Loss

3 Most Recent Business Bank Statements

Company Debt Schedule

Owner Documentation:

Current Personal Financial Statement

Resumes on Company Owners and Key Personnel

Personal Tax Return

Credit Report Authorization

Project Documentation:

Preliminary Scope and Copy of Contract

Project Estimates (Schedule of Values)

Supplier Quotations

Project Schedule

Cash Flow Projection

Insurance Certificate (Sample or as Prepared for FInal Contract)

Wrap Up:

Business Insurance

Voided Check

ACH Form

Sign up for Business Advising

Review PCV's Good Jobs, Good Business Tookit

W-9

Promotional Consent

Borrower Attestations

Host or Publisher Merriwether and Williams Insurance Services