Appendix_B_ReqForms_EWOI.docx

This document is an Appendix containing required forms for the Employee and Worker Ownership Initiative (EWOI) Financial Services program in California. The initiative seeks proposers to provide financing solutions for business expansions and transitions to employee or worker ownership models. The required forms establish standardized submission requirements for interested financial service providers, ensuring consistent evaluation criteria and documentation across all proposals. The appendix specifies the mandatory forms that proposers must complete and submit as part of their application package, with these forms serving as the basis for assessing proposer qualifications, financial capacity, and ability to deliver the requested financing services.

The document establishes the formal submission framework for financial institutions or service providers interested in participating in this California state program. By requiring standardized forms, the state ensures that all proposals can be evaluated on consistent metrics related to financing capabilities, organizational structure, experience with employee ownership transitions, and proposed terms for business expansion financing. The forms component of the application process enables the state to efficiently review and compare proposer qualifications while maintaining transparency in the selection process for institutions that will ultimately support California businesses transitioning to worker ownership models.