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WILLIS SCHEDULING GROUP, INC.

Company Details

Name: WILLIS SCHEDULING GROUP, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 09 Mar 2009 (16 years ago)
Entity Number: 3783323
ZIP code: 14618
County: Monroe
Place of Formation: New York
Address: 172 LACKINE DRIVE, ROCHESTER, NY, United States, 14618
Principal Address: 172 LACKINE DR, ROCHESTER, NY, United States, 14618

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

Unique Entity ID

Unique Entity ID Expiration Date Physical Address Mailing Address
DAWRH5CK7QH6 2024-07-02 19 BELLAQUA ESTATES CT, ROCHESTER, NY, 14624, 5361, USA 19 BELLAQUA ESTATES CT, ROCHESTER, NY, 14624, 5361, USA

Business Information

Doing Business As WILLIS SCHEDULING GROUP INC
URL http://www.willisscheduling.com
Congressional District 25
State/Country of Incorporation NY, USA
Activation Date 2023-07-05
Initial Registration Date 2010-08-24
Entity Start Date 2009-03-08
Fiscal Year End Close Date Dec 31

Service Classifications

NAICS Codes 541330, 541512, 541611, 541614
Product and Service Codes AS24, R408, R425, R699, R706, R707, R799

Points of Contacts

Electronic Business
Title PRIMARY POC
Name TERENCE WILLIS
Address 19 BELLAQUA ESTATES COURT, ROCHESTER, NY, 14624, USA
Title ALTERNATE POC
Name CYNTHIA WILLIS
Address 19 BELLAQUA ESTATES COURTS, ROCHESTER, NY, 14624, USA
Government Business
Title PRIMARY POC
Name TERENCE WILLIS
Address 19 BELLAQUA ESTATES COURT, ROCHESTER, NY, 14624, USA
Title ALTERNATE POC
Name CYNTHIA WILLIS
Address 19 BELLAQUA ESTATES COURT, ROCHESTER, NY, 14624, USA
Past Performance Information not Available

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
63WT3 Active Non-Manufacturer 2010-08-24 2024-05-23 2029-05-23 2025-05-10

Contact Information

POC TERENCE WILLIS
Phone +1 585-690-9967
Address 19 BELLAQUA ESTATES CT, ROCHESTER, NY, 14624 5361, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

Chief Executive Officer

Name Role Address
TERENCE WILLIS Chief Executive Officer 172 LACKINE DR, ROCHESTER, NY, United States, 14618

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent 172 LACKINE DRIVE, ROCHESTER, NY, United States, 14618

Filings

Filing Number Date Filed Type Effective Date
110323002142 2011-03-23 BIENNIAL STATEMENT 2011-03-01
090309000088 2009-03-09 CERTIFICATE OF INCORPORATION 2009-03-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9364637302 2020-05-02 0219 PPP 19 BELLAQUA ESTATES CT, ROCHESTER, NY, 14624-5361
Loan Status Date 2021-02-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 26865
Loan Approval Amount (current) 26865
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address ROCHESTER, MONROE, NY, 14624-5361
Project Congressional District NY-25
Number of Employees 2
NAICS code 541618
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 27056.37
Forgiveness Paid Date 2021-01-20

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P1311034 WILLIS SCHEDULING GROUP, INC. WILLIS SCHEDULING GROUP INC DAWRH5CK7QH6 19 BELLAQUA ESTATES CT, ROCHESTER, NY, 14624-5361
Capabilities Statement Link -
Phone Number 585-690-9967
Fax Number -
E-mail Address Twillis@willisscheduling.com
WWW Page http://www.willisscheduling.com
E-Commerce Website -
Contact Person TERENCE WILLIS
County Code (3 digit) 055
Congressional District 25
Metropolitan Statistical Area 6840
CAGE Code 63WT3
Year Established 2009
Accepts Government Credit Card No
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Veteran
Business Development Servicing Office BUFFALO DISTRICT OFFICE (SBA office code 0296)
Capabilities Narrative The Willis Scheduling Group specializes in Integrated Master Schedules for engineering/program management, construction, transportation, communication, and information technologies business sectors.
Special Equipment/Materials (none given)
Business Type Percentages Research and Development (10 %) Service (90 %)
Keywords project scheduling, schedule process, resource management, schedule maintenance, planning, scheduling, construction, transportation, project management, aerospace
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

Current Principals

Name Terence Willis
Role President & CEO

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level $0
Description Construction Bonding Level (aggregate)
Level $0
Description Service Bonding Level (per contract)
Level $0
Description Service Bonding Level (aggregate)
Level $0

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541614
NAICS Code's Description Process, Physical Distribution and Logistics Consulting Services
Buy Green Yes
Code 541330
NAICS Code's Description Engineering ServicesGeneral $22.50m Small Business Size Standard: [Yes]Special $41.50m Military and Aerospace Equipment and Military Weapons: [Yes]Special $41.50m Contracts and Subcontracts for Engineering Services Awarded Under the National Energy Policy Act of 1992: [Yes]Special $41.50m Marine Engineering and Naval Architecture: [Yes] (4)
Buy Green Yes
Code 541512
NAICS Code's Description Computer Systems Design Services
Buy Green Yes
Code 541611
NAICS Code's Description Administrative Management and General Management Consulting Services
Buy Green Yes

Export Profile (Trade Mission Online)

Exporter No
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Performance History (References)

Name References available upon request.

Date of last update: 27 Mar 2025

Sources: New York Secretary of State