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Free Ohio 3011 Template

The Ohio 3011 form serves a critical function for firms in the fields of professional engineering and surveying seeking to legally operate within Ohio. Mandated by the State Board of Registration for Professional Engineers and Surveyors, this comprehensive document necessitates the inclusion of a notarized Certificate of Authorization application, individual affidavits of responsibility for designated professionals, an active Ohio Secretary of State charter or registration, and the appropriate application fee. It plays an instrumental role in ensuring that firms comply with state regulations, maintain high standards of professional accountability, and provide quality services to the public.

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The Ohio 3011 form serves as a critical document for firms seeking to obtain or renew a Certificate of Authorization from the State Board of Registration for Professional Engineers and Surveyors, enabling them to provide professional engineering and/or surveying services within Ohio. This comprehensive form outlines various requirements such as the necessity for the application to be notarized, the submission of a separate notarized affidavit of responsibility for designated professional engineers and surveyors, and an active Ohio Secretary of State charter or registration number. It also specifies application fees ranging from $25 for annual renewals to $50 for new, additional services, or name change applications, while late annual renewals incur a $37.50 fee. Furthermore, the form emphasizes the importance of full completion, timely renewal by the June 30 deadline to avoid inactive status, and prompt notification to the Board regarding any firm changes. Besides operational directives, it includes disclosures related to public records and a notarized affidavit section addressing compliance with certain legal stipulations, culminating in a thorough process that ensures only qualified entities offer engineering and surveying services in Ohio.

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OHIO’S STATE BOARD OF REGISTRATION FOR PROFESSIONAL ENGINEERS AND SURVEYORS

Certiicate of Authorization application instructions

3010

Each application must include…

Notarized Certiicate of Authorization application: PES 3011 (Rev. 03/2011).

Separate notarized Firm afidavit of responsibility for each professional engineer and professional surveyor designated in responsible charge: PES 3012 (Rev. 03/2011).

An active Ohio Secretary of State charter or registration number authorizing the irm to do business in the state of Ohio. In addition, if a irm is using a doing business as (DBA) name, an active Ohio Secretary of State charter or registration number authorizing the irm’s DBA name to do business in the state of Ohio is needed.

Appropriate application fee, using check or money order, and made payable in U.S. funds to treasurer, State of Ohio. NEW, ADDITIONAL SERVICE, or NAME CHANGE application fee is $50.00. ANNUAL RENEWAL application fee is $25.00. LATE ANNUAL RENEWAL application fee is $37.50.

Contacting Ohio’s Secretary of State

Contact information for the Ohio Secretary of State’s ofice is provided as a courtesy and may be subject to change.

On the web www.sos.state.oh.us

Telephone (877) 767-6446 U.S. toll free or (614) 466-2655 Columbus metro

important checklist information

Application must be illed out completely. All ields are required unless otherwide indicated.

Each full-time employee designated in responsible for, and responsible charge of, the professional engineering or pro- fessional surveying activities and decisions must ill out Firm afidavit of responsibility PES 3012 (Rev. 03/2011).

The full-time employee must be a partner, manager, member, oficer or director and shall be registered in this state. Full- time, as deined in Ohio R.C. section 4733.16, means working more than 30 hours per week or working substantially all the engineering and/or surveying hours for a irm that holds a Certiicate of Authorization.

The irm and/or its DBA must hold an active registration(s) with the Ohio Secretary of State.

Applications without the correct fee or with incomplete information will be returned.

All Certiicates of Authorization expire annually on June 30.

Failure to renew the Certiicate of Authorization by the June 30 deadline renders the irm inactive and unauthorized to practice in the state of Ohio.

Firms must notify the Board within 30 days of any change of the irm’s name or address.

Firms are responsible for notifying the Board within 30 days of any changes of partners, managers, oficers, members, directors, shareholders, designated professional engineers, designated professional surveyors or change of ownership.

Firms with a name change must ile a new application and include an application fee of $50.00.

Firms adding an additional service must ile a new application and include an application fee of $50.00.

Firms that do not wish to renew their Certiicate of Authorization must notify the Board in writing.

A Certiicate of Authorization is not the same as an individual license to practice professional engineering or professional surveying in the state of Ohio.

Disclosure statement, privacy notice

Ohio’s State Board of Registration for Professional Engineers and Surveyors is requesting disclosure of information that is necessary to accomplish our statutory purposes required by Ohio Revised Code Chapter 4733. Failure to provide required information may result in your approval being delayed or your application being returned. Subject to certain Ohio Revised Code statutory exceptions, most documents and records maintained by the state of Ohio, including those maintained by the Board, are public records under Ohio law. This means that information submitted to us from you may be subject to disclosure if there is an oficial public records request.

Deliver completed Certiicate of Authorization application with afidavit(s) and fee to:

CERTIFICATE OF AUTHORIZATION

OHIO ENGINEERS AND SURVEYORS BOARD 50 W BROAD ST STE 1820

COLUMBUS OH 43215-5905

Questions?

EMAiL

pes.board@pes.ohio.gov

FAX

(614) 728-3059

U.S. tOLL FrEE

(877) 644-6364

PES 3010 (Rev. 03/2011) 20110301

Page 1 of 1

OHIO’S STATE BOARD OF REGISTRATION FOR PROFESSIONAL ENGINEERS AND SURVEYORS

Certiicate of Authorization application

3011

This application is for irms requiring a Certiicate of Authorization in order to provide, or offer to provide, professional engineering and/or professional surveying services in Ohio. Use this application for new, annual renewal and late annual renewal approvals; or for adding an additional service or a name change. All ields required unless otherwise indicated. The appropriate nonrefundable application fee must be included using check or money order and made payable in U.S. funds to treasurer, State of Ohio. An incomplete application — or an application without the appropriate fee — cannot be processed and will be returned.

Application for >> CHOOSE ONLY ONE

 

$50.00 NEW

$25.00 ANNUAL rENEWAL

$50.00 ADDitiONAL SErviCE

$37.50 LAtE ANNUAL rENEWAL

$50.00 NAME CHANGE

 

 

 

 

 

ENTER PREVIOUS FIRM NAME >>

 

 

 

Ohio Certiicate of Authorization number >> rEQUirED unless new irm

Professional services to be offered by irm

Engineering ONLY

Surveying ONLY

Engineering AND Surveying

Firm is registered with the Ohio Secretary of State as

Corporation

LLC

Partnership

Professional Association

 

 

Other DESCRIBE FIRM TYPE >>

 

 

 

 

 

 

 

Firm contact information >> ALL FiELDS rEQUirED UNLESS OTHERWISE INDICATED

An active Ohio Secretary of State (SOS) charter or registration number authorizing the irm to do business in the state of Ohio is required for each irm name and irm DBA name, if used. Contact the Secretary of State at www.sos.state.oh.us.

OHIO SOS NO.

FIRM NAME

 

 

 

 

 

 

OHIO SOS NO. >> rEQUirED with DBA FIRM DBA >> ONLY if using DBA (Doing Business As) name

 

 

 

 

 

 

CONTACT EMAIL ADDRESS

 

 

FEDERAL EMPLOYER ID NUMBER

 

 

 

 

 

 

LOCAtiON OFFEriNG OHiO PrOFESSiONAL SErviCES

ADDRESS LINE 1 >> DO NOt USE AGENt ADDrESS — PO Box is NOt acceptable

Indicate if change of address

TELEPHONE

ADDRESS LINE 2 >> ONLY if needed

CITY

COUNTY >> ONLY if Ohio address

STATE ZIP+4

MAiLiNG ADDrESS >> ONLY IF DIFFERENT THAN ABOVE LOCATION

Indicate if change of address

ADDRESS LINE 1

>> DO NOt USE AGENt ADDrESS

 

 

TELEPHONE

 

 

 

 

 

 

 

 

 

 

ADDRESS LINE 2

>> ONLY if needed

 

 

COUNTY >> ONLY if Ohio address

 

 

 

 

 

 

 

CITY

 

 

 

STATE ZIP+4

 

 

 

 

 

 

 

 

 

 

PES 3011 (Rev. 03/2011)

Page 1 of 4

OHIO’S STATE BOARD OF REGISTRATION FOR PROFESSIONAL ENGINEERS AND SURVEYORS

Certiicate of Authorization application

3011

Ownership If irm has more than four owners, attach additional pages with the same information.

1 FIRM OWNER NAME

 

FIRM OWNER ADDRESS

 

 

 

 

 

 

 

 

 

2 FIRM OWNER NAME

3 FIRM OWNER NAME

4 FIRM OWNER NAME

FIRM OWNER ADDRESS

FIRM OWNER ADDRESS

FIRM OWNER ADDRESS

registered individuals in responsible charge All professional services shall be executed by, or be under the direct supervision of, an Ohio-registered professional engineer or professional surveyor. Pursuant to Ohio R.C. section 4733.16, each corporation, limited liability company, partnership or professional association through which professional engineering or surveying services are offered or provided in Ohio, shall designate one or more directors, partners, managers, members or oficers employed by the irm full time as being responsible for and in responsible charge of the professional engineering or professional surveying activities and decisions of the irm.

Name, registration number, position of registrant in responsible charge iMPOrtANt! Each registrant

listed as in responsible charge must include an accompanying Firm Afidavit of responsibility (PES 3012). If more than four registrants are in responsible charge, attach additional pages with the same information.

1 PRINTED NAME >> include notarized PES 3012iNDiCAtE ALL tHAt APPLY

 

 

 

 

Director

Partner

Manager

 

 

Member

Oficer

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

2 PRINTED NAME >> include notarized PES 3012

iNDiCAtE ALL tHAt APPLY

 

 

 

 

 

Director

Partner

Manager

 

 

Member

Oficer

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3 PRINTED NAME >> include notarized PES 3012

iNDiCAtE ALL tHAt APPLY

 

 

 

 

 

Director

Partner

Manager

 

 

Member

Oficer

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

4 PRINTED NAME >> include notarized PES 3012

iNDiCAtE ALL tHAt APPLY

 

 

 

 

 

Director

Partner

Manager

 

 

Member

Oficer

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

PES 3011 (Rev. 03/2011)

Page 2 of 4

OHIO’S STATE BOARD OF REGISTRATION FOR PROFESSIONAL ENGINEERS AND SURVEYORS

Certiicate of Authorization application

3011

Additional Ohio P.E., P.S. registrants employed by irm

List registrant name, registration number and irm location address of each Ohio P.E. or Ohio P.S. whose services are employed by the irm as of the date of this application. If needed, attach additional pages with the same information required below.

1 REGISTRANT NAME

 

 

 

FIRM LOCATION ADDRESS

 

 

 

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

2 REGISTRANT NAME

 

 

 

FIRM LOCATION ADDRESS

 

 

 

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

3 REGISTRANT NAME

 

 

 

FIRM LOCATION ADDRESS

 

 

 

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

4 REGISTRANT NAME

 

 

 

FIRM LOCATION ADDRESS

 

 

 

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

5 REGISTRANT NAME

 

 

 

FIRM LOCATION ADDRESS

 

 

 

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

6 REGISTRANT NAME

 

 

 

FIRM LOCATION ADDRESS

 

 

 

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

 

 

 

 

 

7 REGISTRANT NAME

 

 

 

FIRM LOCATION ADDRESS

 

 

 

 

OHIO P.E. NUMBER

OHIO P.S. NUMBER

 

 

 

 

 

 

 

Disclosure statement, privacy notice

Ohio’s State Board of Registration for Professional Engineers and Surveyors is requesting disclosure of information that is necessary to accomplish our statutory purpose required by Ohio R.C. Chapter 4733. Failure to provide required information may result in your application approval being delayed or your application being returned.

Subject to certain Ohio Revised Code statutory exceptions, most documents and records maintained by the state of Ohio, including those maintained by the Board, are public records under Ohio law. This means that information submitted to us from you may be subject to disclosure if there is an oficial public records request.

PES 3011 (Rev. 03/2011)

Page 3 of 4

OHIO’S STATE BOARD OF REGISTRATION FOR PROFESSIONAL ENGINEERS AND SURVEYORS

Certiicate of Authorization application

3011

Notarized afidavit

STATE OF

AFFiANt

I,[ PRINTED NAME ] ,

being duly sworn, or afirmed, depose and say that I am duly authorized to prepare this application for a Certiicate of Authorization and attest, to the best of my knowledge and belief, that the information contained herein is true.

DECLArAtiON in accordance with section 2909.32 (A)(2)(b) of the Ohio revised Code

For each question, indicate either “yes” or “no” in the space provided. Responses must be truthful to the best of your knowledge.

 

 

YES

NO

1. Are you a member of an organization on the U.S. Department of State Terrorist Exclusion List?

 

 

2.

Have you used any position of prominence you have with any country to persuade others to support an organization

YES

NO

 

on the U.S. Department of State Terrorist Exclusion List?

 

 

3.

Have you knowingly solicited funds or other things of value for an organization on the U.S. Department of State

YES

NO

 

Terrorist Exclusion List?

 

 

4.

Have you solicited any individual for membership in an organization on the U.S. Department of State Terrorist

YES

NO

 

Exclusion List?

 

 

5.Have you committed an act that you know, or reasonably should have known, affords “material support or resources” to an organization on the U.S. Department of State Terrorist Exclusion List? .......................................

6.Have you hired or compensated a person you knew to be a member of an organization on the U.S. Department of State Terrorist Exclusion List, or a person you knew to be engaged in planning, assisting, or carrying out an act of terrorism?....................................................................................................................................................

YES NO

YES NO

AFFIANT SIGNATURE

AFFIANT TITLE

DATE SIGNED

NOtArY

Subscribed and sworn, or afirmed, to me this

 

day of

 

,

 

.

 

 

 

 

 

Witness my hand and seal hereon.

 

 

 

 

NOTARY SIGNATURE

 

 

 

 

MY COMMISSION EXPIRES

 

 

 

 

 

 

 

 

 

L

 

A

S

E

 

Y

 

R

A

T

ON

N

O

 

 

 

 

T

 

A

 

R

 

 

Y

 

E

S

 

 

L

A

 

 

 

Deliver completed Certiicate of Authorization application with afidavit(s) and fee to:

CERTIFICATE OF AUTHORIZATION

OHIO ENGINEERS AND SURVEYORS BOARD 50 W BROAD ST STE 1820

COLUMBUS OH 43215-5905

Questions?

EMAiL

pes.board@pes.ohio.gov

FAX

(614) 728-3059

U.S. tOLL FrEE

(877) 644-6364

PES 3011 (Rev. 03/2011)

Page 4 of 4

OHIO’S STATE BOARD OF REGISTRATION FOR PROFESSIONAL ENGINEERS AND SURVEYORS

Firm afidavit of responsibility

3012

Complete a separate Firm afidavit of responsibility for each professional engineer or professional surveyor who is designated in responsible charge. Afidavits of responsibility must accompany all Certiicate of Authorization applications.

Firm name, Ohio Board Certiicate of Authorization number

FIRM NAME >> SAME NAME as on Certiicate of Authorization application OHIO BOARD CERTIFICATE OF AUTHORIZATION NUMBER >> 5-DiGitS

Professional services to be offered by irm

Engineering ONLY

Surveying ONLY

Engineering AND Surveying

Ohio registrant designated in responsible charge

OHIO P.E., P.S. OR DUAL (P.E. AND P.S.) REGISTRANT DESIGNATED IN RESPONSIBLE CHARGE

P.E. NUMBER

 

P.S. NUMBER

 

 

 

 

 

 

Notarized afidavit

STATE OF

AFFiANt

I,[ AFFIANT PRINTED NAME ] ,

being the duly sworn, or afirmed, afiant; state that I am a registered professional engineer and/or a registered professional surveyor in the state of Ohio as indicated above; that I am a full time employee of the above-named irm; that I am in responsible charge for and in responsible charge of the professional engineering or professional surveying activities and decisions of this irm; and that I meet the requirements pursuant to Ohio Revised Code Chapter 4733 for such designation.

AFFIANT SIGNATURE

DATE SIGNED

NOtArY

Subscribed and sworn, or afirmed, to me this

 

day of

 

,

 

.

 

 

 

 

 

Witness my hand and seal hereon.

 

 

 

 

NOTARY SIGNATURE

 

 

 

 

MY COMMISSION EXPIRES

 

 

 

 

 

 

 

 

 

L

 

A

S

E

 

Y

 

R

A

T

ON

N

O

 

 

 

 

T

 

A

 

R

 

 

Y

 

E

S

 

 

L

A

 

 

 

Deliver completed Certiicate of Authorization application with afidavit(s) and fee to:

CERTIFICATE OF AUTHORIZATION

OHIO ENGINEERS AND SURVEYORS BOARD 50 W BROAD ST STE 1820

COLUMBUS OH 43215-5905

Questions?

EMAiL

pes.board@pes.ohio.gov

FAX

(614) 728-3059

U.S. tOLL FrEE

(877) 644-6364

PES 3012 (Rev. 03/2011) 20110301

Page 1 of 1

Document Specifications

Fact Name Description
Form Number and Revision Date The form is identified as PES 3011 with a revision date of March 2011.
Primary Purpose This application is necessary for firms seeking a Certificate of Authorization to provide or offer professional engineering and/or surveying services in Ohio.
Required Attachments Applicants must include a notarized Certificate of Authorization application (PES 3011) and a separate notarized Firm affidavit of responsibility (PES 3012) for each designated professional.
Ohio Secretary of State Registration It's mandatory for the firm and any DBA name to have an active charter or registration number from the Ohio Secretary of State authorizing business operations in Ohio.
Application Fees Fees vary depending on the type of application: $50.00 for new applications or changes, $25.00 for annual renewal, and $37.50 for late annual renewals, payable in U.S. funds to the Treasurer, State of Ohio.
Governing Laws The application process is governed by Ohio Revised Code Chapter 4733, specifying legal requirements for firms providing engineering or surveying services.
Expiration and Renewal Certificates of Authorization expire annually on June 30, and failure to renew by this deadline renders the firm's authorization inactive.

How to Use Ohio 3011

Once you have decided to apply for Ohio's Certificate of Authorization to either start offering professional engineering and/or surveying services, renew your existing authorization, make a name change, or add an additional service, it is crucial to follow the application process meticulously. This meticulousness ensures compliance with state requirements and helps avoid delays or rejections due to incomplete information or incorrect fee submission. To assist in this endeavor, below is a thorough, step-by-step guide covering how to fill out the form 3011 accurately. Remember, this form, along with any relevant affidavits and the appropriate fee, must be sent to the State Board of Registration for Professional Engineers and Surveyors for processing.

  1. Start by determining the type of application you are filing: New, Annual Renewal, Additional Service, Late Annual Renewal, or Name Change, and indicate this by checking the appropriate box on the form.
  2. Enter the previous firm name only if you are filing for a name change.
  3. Provide your Ohio Certificate of Authorization number if this is not a new firm application.
  4. Select the professional services your firm will offer: Engineering only, Surveying only, or both.
  5. Confirm your firm's registration with the Ohio Secretary of State by checking the appropriate box to identify its structure: Corporation, LLC, Partnership, Professional Association, or Other. If 'Other', describe the firm type.
  6. Fill in all required contact information fields for your firm, including an Ohio SOS number for both the firm and any DBA (Doing Business As) name used, contact email address, federal employer ID number, and the physical location offering Ohio services. Remember, a P.O. Box is not acceptable for the location address.
  7. For the firm's ownership section, list up to four owners (attach additional pages if more than four) including their names and addresses.
  8. Under the 'Registered Individuals in Responsible Charge' section, list all registrants who are in a position of responsibility for engineering or surveying activities and decisions, along with their Ohio P.E. or P.S. number. Each listed individual must have a notarized PES 3012 affidavit accompanying the application.
  9. Add any additional Ohio P.E. or P.S. registrants employed by the firm, providing their names, firm location addresses, and their respective Ohio P.E. or P.S. numbers.
  10. Complete the notarized affidavit section at the end of the form, which includes the printed name and title of the affiant, and the signature and date signed. This section must also have a notary’s signature and seal to verify the oath.
  11. Answer the declaration section with "yes" or "no" to questions regarding affiliations or actions related to organizations on the U.S. Department of State Terrorist Exclusion List.
  12. Ensure to include the correct nonrefundable application fee along with your form. The fee varies depending on the type of application and should be made payable in U.S. funds to the treasurer, State of Ohio.
  13. Review your application to ensure all information provided is accurate and complete to prevent any processing delays.
  14. Mail the completed Certificate of Authorization application, along with any necessary affidavits and the appropriate fee, to the Ohio Engineers and Surveyors Board at the address provided on the form.

Adhering to these steps carefully will help ensure that your submission is complete and compliant with Ohio's requirements, facilitating a smoother process in obtaining or renewing your Certificate of Authorization.

Crucial Questions on This Form

What is the purpose of the Ohio 3011 form?

The Ohio 3011 form is used by firms that need a Certificate of Authorization to offer or provide professional engineering and/or professional surveying services in the state of Ohio. This form is essential for new applications, annual renewal, late annual renewal, adding an additional service, or name changes for firms in these professional fields.

What are the requirements for submitting the Ohio 3011 form?

To submit the Ohio 3011 form, firms must include a notarized Certificate of Authorization application (PES 3011), a separate notarized Firm affidavit of responsibility for each professional engineer and professional surveyor in charge, an active Ohio Secretary of State charter or registration number, and the appropriate application fee. All fields in the application must be completed unless indicated otherwise. Incomplete applications or those without the correct fee will be returned.

How much is the application fee for the Ohio 3011 form?

The application fee for the Ohio 3011 form varies based on the purpose of the application. For new applications or adding an additional service or a name change, the fee is $50.00. The annual renewal fee is $25.00, and the late annual renewal fee is $37.50. Fees should be made payable in U.S. funds to the treasurer, State of Ohio.

Where should the completed Ohio 3011 form be sent?

Completed Ohio 3011 forms, along with the notarized affidavit(s) and appropriate fee, should be sent to the Certificate of Authorization, Ohio Engineers and Surveyors Board, 50 W Broad St Ste 1820, Columbus, OH 43215-5905. Firms can also contact the Board via email at pes.board@pes.ohio.gov or by fax at (614) 728-3059 for further assistance or inquiries.

What happens if the Certificate of Authorization is not renewed by the deadline?

Firms that fail to renew their Certificate of Authorization by the June 30 deadline will become inactive and unauthorized to practice in the state of Ohio. It is crucial for firms to comply with these regulations to avoid any disruption in their ability to provide professional engineering or surveying services. Additionally, firms must notify the Board within 30 days of any changes in the firm's name or address, changes in partners, managers, officers, members, directors, shareholders, or changes in designated professional engineers or surveyors.

Common mistakes

  1. Not obtaining or incorrectly entering the active Ohio Secretary of State charter or registration number. This number is mandatory for validating the firm's authorization to operate under its name or its Doing Business As (DBA) name in Ohio. Failing to include it, or entering an inactive or incorrect number, leads to the rejection of the application.

  2. Submitting an incomplete Firm Affidavit of Responsibility (PES 3012) for each professional designated in charge. It is crucial for these affidavits to be fully completed and notarized for each professional engineer and professional surveyor designated to be in responsible charge. Missing or partially filled affidavits compromise the application's validity.

  3. Incorrect application fee or method of payment. The application mandates fees to be paid by check or money order in U.S. funds to the Treasurer, State of Ohio. Missteps often include using incorrect amounts for the intended application type or attempting to use an unacceptable payment method, which results in the application being returned.

  4. Failure to report changes within the specified 30 days. Firms must promptly notify the Board of any changes in firm name, address, or alterations in partners, managers, officers, members, directors, shareholders, designated professional engineers, professional surveyors, or ownership. Not adhering to this requirement can lead to unauthorized practice penalties due to outdated or incorrect information being on record.

Documents used along the form

When preparing for professional engineering or surveying services in Ohio, completing the PES 3011 form is just the beginning. Several other documents often accompany the Certificate of Authorization application, ensuring compliance and smooth operations within the state.

  • PES 3012 Firm Affidavit of Responsibility: This form is crucial for each professional designated in responsible charge of the engineering or surveying activities. It verifies the individual's responsibility and compliance with Ohio regulations, serving as a formal declaration by the firm's registered professionals.
  • Ohio Secretary of State Registration: Firms must hold an active charter or registration number with the Ohio Secretary of State. This document proves the business's legal authorization to operate in Ohio, whether under its primary name or a DBA (Doing Business As) name.
  • Individual License Verification: Before professionals can be listed on the PES 3011 or 3012 forms, they must have verifiable licenses to practice engineering or surveying in Ohio. This ensures that all services offered by the firm meet state standards for professional practice.
  • Annual Certification Renewal Notice: To maintain authorization to practice, firms must renew their Certificate of Authorization annually by June 30th. A renewal notice or form is typically used to remind firms of this obligation, detail any changes in fees, and highlight updates to state requirements.

Collectively, these documents form a comprehensive packet that establishes a firm's credibility, professional integrity, and legal standing to offer engineering or surveying services in Ohio. Ensuring all paperwork is accurate, up-to-date, and fully completed is vital for successful business operations in the state.

Similar forms

The Ohio PES 3010 form, which provides general instructions for applying for a Certificate of Authorization, bears resemblance to the Application for Business Entity License or Registration often utilized by various state boards for accountancy. This similarity exists due to both forms requiring detailed entity information, such as business type and structure, alongside the submission of an application fee. Furthermore, both mandate the disclosure of those in responsible charge within the company, ensuring that professional standards are maintained and overseen by qualified individuals.

Similarly, the PES 3012 form, which is a Firm Affidavit of Responsibility for each engineer or surveyor in charge, shares commonalities with the Individual Qualifier Form found in some states' contractor licensing applications. Both documents require the identification and notarization of individuals responsible for professional services offered by the business. Both forms are pivotal in verifying that those in key operational roles are credentialed, maintaining the integrity and quality of the services provided.

The requirement on the Ohio PES 3011 form for an active registration with the Ohio Secretary of State parallels the step in the Business License Application process where proof of state business registration is necessary. This common requirement underscores the importance of formal recognition and authorization to operate within the state, ensuring that all entities are legally constituted and accountable under state laws.

Another document, the Change of Address/Name Form that various state agencies offer, matches the Ohio 3011 form's provision for notifying changes in firm details. Important for updating records to ensure compliance and effective communication, these sections in each document facilitate the management of current information within official registries, highlighting the critical nature of accurate and current business identification for regulatory compliance.

During the application for professional licenses, the Disclosure Statement and Privacy Notice section of the Ohio PES 3011 form echoes the disclosures found in licensure applications across fields such as medical, legal, and real estate professions. This similarity is found in the mutual requirement for applicants to acknowledge the public nature of their submission and the potential for certain information to be made accessible under public records law. This transparency ensures that the professional's qualifications and legal standing are available for public verification and trust-building.

The Notarized Affidavit within the Ohio PES 3011 form, requiring a sworn statement about the truthfulness of the application, is mirrored in various legal and financial documents, such as affidavits of identity or sworn financial disclosure forms. This similarity underscores the emphasis on honesty and integrity within the process, anchoring the legal and ethical responsibilities of the applicant to provide accurate and truthful information, a fundamental component of trust between professionals and the regulatory bodies overseeing them.

Lastly, the Ohio PES 3011’s aspect of listing additional service offerings or structural changes in the entity shares a likeness with Addendum or Amendment Forms used in contract law. These forms allow for the official update or revision of previously agreed-upon terms, reflecting changes in service scope or business structure. Like their counterparts, such modifications are crucial for maintaining current and lawful operations, ensuring that all parties are informed and agreements remain valid under the evolving conditions of business.

Dos and Don'ts

When completing the Ohio 3011 form for a Certificate of Authorization, there are several key do's and don'ts to bear in mind. These guidelines help ensure the application process is smooth and the form is accepted without issues.

Do:
  • Fully complete the application, as all fields are required unless indicated otherwise.
  • Ensure that the notarized Certificate of Authorization and Firm affidavit for each designated professional are included.
  • Check that your firm and/or its DBA name holds an active registration with the Ohio Secretary of State.
  • Include the correct application fee via check or money order in U.S. funds payable to the treasurer, State of Ohio.
  • Consult the Ohio Secretary of State’s office or website for any questions related to charter or registration numbers.
  • Notify the Board within 30 days of any changes to the firm’s name, address, partners, managers, officers, members, directors, shareholders, or designated professionals.
  • Provide a physical address for the location offering professional services in Ohio; P.O. Boxes are not acceptable.
  • Ensure all professional services to be offered by the firm are executed by, or under the direct supervision of, an Ohio-registered professional engineer or surveyor.
  • Notarize the affidavit at the end of the application, attesting the information is true and accurate.
  • Direct any questions and submit the completed form and payment to the specified address or contact points provided.
Don't:
  • Leave any required fields incomplete.
  • Forget to include notarized affidavits for each professional in a responsible charge position.
  • Omit the Ohio Secretary of State charter or registration number for your firm and/or DBA name.
  • Use a P.O. Box for the location offering professional services in Ohio.
  • Send the application without the appropriate fee or payment method as outlined.
  • Fail to update the Board within 30 days of any changes to the firm’s name, address, or responsible professionals.
  • Misrepresent any information, especially in the notarized affidavit and disclosure statements.
  • Assume a Certificate of Authorization is the same as an individual license for professional engineering or surveying.
  • Fail to check for the most current contact information and requirements from the Ohio Secretary of State and the Board.
  • Delay sending in your renewal or new application, risking late fees or unauthorized practice allegations.

Misconceptions

When it comes to navigating the complexities of legal forms, understanding the Ohio 3011 Certificate of Authorization application can be challenging for firms looking to offer professional engineering and surveying services within the state. To help clarify, let's address seven common misconceptions about this application:

  • It's only for new firms: The Ohio 3011 form is not exclusively for new businesses. It is also required for annual renewals, name changes, adding additional services, and for late annual renewals. Understanding each section is critical to submit the form correctly based on your firm’s specific needs.

  • DBA (Doing Business As) doesn’t need a separate Ohio SOS number: If your firm operates under a DBA name, a separate active Ohio Secretary of State (SOS) charter or registration number for that DBA is mandatory. Firms must ensure both the firm's name and any DBA names are properly registered and active with the Ohio SOS.

  • Online submissions are accepted: Currently, the application process for a Certificate of Authorization requires mailing the completed form alongside the appropriate fee and notarized Affidavit(s) of Responsibility. Despite the digital era, this process remains strictly paper-based.

  • Only one professional in charge needs to fill out an affidavit: Each full-time employee designated in responsible charge of professional engineering or surveying activities must complete and submit a notarized PES 3012 (Affidavit of Responsibility). This ensures that all persons in charge meet the state’s requirements.

  • Application fees are negotiable: The fees for submitting an Ohio 3011 application are fixed. New applications, additional services, or name changes are set at a $50.00 fee. Annual renewals cost $25.00, and late annual renewals are charged at $37.50. These fees are non-negotiable and payable in U.S. funds to the Treasurer, State of Ohio.

  • Firm type doesn’t influence the application: The form requires firms to designate their structure, such as a corporation, LLC, partnership, or professional association. This categorization is important as it may influence liability and responsibility within the scope of Ohio law.

  • An application can be processed without an Ohio Secretary of State number: An active Ohio SOS charter or registration number is essential for application approval. This number validates the business's legal standing within the state, ensuring it is authorized to conduct business under its name or DBA.

By dispelling these misconceptions, firms can navigate the application process more smoothly, ensuring compliance with the Ohio State Board of Registration for Professional Engineers and Surveyors. Remember, accurate and complete applications facilitate a quicker approval process, helping your firm stay compliant and ready to offer professional services in Ohio.

Key takeaways

Filling out and using the Ohio 3011 form, which is crucial for firms seeking a Certificate of Authorization to offer professional engineering and/or surveying services in Ohio, involves a detailed process. Understanding the key takeaways can streamline compliance and ensure timely approval. Here are the essential points to remember:

  • Notarization is mandatory for the Certificate of Authorization application (PES 3011) and the separate Firm affidavit of responsibility for each designated professional engineer and surveyor.
  • The application must include an active Ohio Secretary of State charter or registration number, which authorizes the firm and, if applicable, its DBA (Doing Business As) name to operate within Ohio.
  • A nonrefundable application fee is required, varying by the application's purpose: new, additional service, name change ($50.00), annual renewal ($25.00), and late annual renewal ($37.50).
  • Application forms must be completed in full; incomplete applications or those lacking the correct fee will be returned without processing.
  • Each professional in responsible charge must fill out a Firm affidavit of responsibility (PES 3012) and must be a full-time employee registered in Ohio.
  • Firms must hold an active registration with the Ohio Secretary of State for both the firm and its DBA name, if used.
  • All Certificates of Authorization expire annually on June 30, and renewal is required for continued authorization to practice.
  • Firms must notify the Board within 30 days of any changes regarding the firm's name, address, personnel, or ownership.
  • A new application and fee are required for firms undergoing a name change or adding an additional service.
  • Certificates of Authorization are specific to firms and do not serve as an individual license for professional engineers or surveyors.
  • Information provided may become public record, subject to Ohio's public records laws, except for certain statutory exceptions.

Submitting the Ohio 3011 form accurately and with all required documentation is vital for firms offering engineering or surveying services in Ohio to operate legally. Observing these key points ensures compliance with the State Board of Registration for Professional Engineers and Surveyors' regulations.

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