Before starting your application be sure to read the important information and review the complete rules on the Oklahoma Tourism Development Act website.

You must upload a completed and signed copy of the Oklahoma Tourism Development Act Agreement for Potential Participation before you can submit this online application. Download the Oklahoma Tourism Development Act Agreement for Potential Participation here.

If you have any further questions please contact:

Walter Baker, Senior Research Analyst, 405.815.5122

Jon Chiappe, Director of CORE, 405.815.5210

Applicants are responsible for all costs charged by the third-party consultant or the Oklahoma Department of Commerce that will be incurred as a result of participating in the Oklahoma Tourism Development Act (OTDA) process. The amount of such costs will vary based on the scope of the review:

The OTDA requires that the Applicant engage, after preliminary approval of the materials submitted by Applicant, an independent third-party consultant or the Oklahoma Department of Commerce (ODOC) to review the application and related information to prepare a written report in connection with the OTDA request. The fee charged by the consultant will be the responsibility of the applicant.
If a third-party consultant is preparing the written report, the Applicant must provide proof of payment of consultant fees before ODOC reviews the Consultant's Report. Failure to provide proof of payment will result of suspension of the application review process until proof of payment is received.

Please select the appropriate option for tourism attraction project.

Applicant Information

The business entity may be incorporated in any state but the project must be located in Oklahoma to satisfy the OTDA project requirements.

Corporate Name/ Business Name (Applicant)

FEIN

NAICS Code

Mailing Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Project Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Contact Person

Contact Email

example@example.com

Contact Phone

Please enter a valid phone number.Format: (000) 000-0000.

Alternate Contact

Full Name

Alternate Contact Email

example@example.com

Alternate Contact Phone Number

Please note providing accurate and up to date contact information will ensure an expedited review of the application.

Has the Applicant previously participated in other Oklahoma incentive programs?

Configurable list

Applicant Supplemental Attachments

Please upload the following:

Business history
Certificate of Good Standing from Oklahoma Secretary of State.
Business and bank references

All Attachments must be signed and dated

File Upload

Applicant Ownership

Is the Applicant publicly traded?

How many owners with 20% or more interest in the company?

Please identify the major owners of the company. Include all owners with 20% or more interest in the company. For subsidiaries, identify owners of the parent compnay.

Name of Owner

First NameMiddle NameLast NameSuffix

Percent Ownership

Social Security Number

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of Owner

First NameMiddle NameLast NameSuffix

Percent Ownership

Social Security Number

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of Owner

First NameMiddle NameLast NameSuffix

Percent Ownership

Social Security Number

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of Owner

First NameMiddle NameLast NameSuffix

Percent Ownership

Social Security Number

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Name of Owner

First NameMiddle NameLast NameSuffix

Percent Ownership

Social Security Number

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Please note providing accurate and up to date contact information will ensure an expedited review of the application.

Ownership Supplemental Attachments

Please upload the following:

Resumes of owners identified above and other key management Personnel

All Attachments must be signed and dated

File Upload

Applicant Organization

Please select the appropriate organization description for Applicant.

If other, Please explain

Date Business Established

MonthDayYear

Please provide the dates of company's fiscal year

State of Incorporation

Date Incorporated

MonthDayYear

Registered Agent Name

Registered Agent Address (P.O. Box not allowable)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Does Applicant (or parent company) have any other operations in Oklahoma?

Please list the names and locations of other Oklahoma operations:

Please upload a copy of the corporate organizational chart/ corporate linkage map.

Has the Applicant, parent company, any subsidiaries, or an owner thereof ever been convicted of any criminal offenses, been in receivership or adjudicated a bankruptcy, been denied a business-related license, or had it suspended or revoked by any administrative, governmental or regulatory agency ?

Please list violation and explain:

Legal Counsel

Law Firm

Contact Person

First NameLast Name

Address

Street Address

Street Address Line 2

CityState

Zip Code

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Please note providing accurate and up to date contact information will ensure an expedited review of the application.

Accountant

Accounting Firm

Contact Person

First NameLast Name

Address

Street Address

Street Address Line 2

CityState

Zip Code

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Please note providing accurate and up to date contact information will ensure an expedited review of the application.

Financial Institution

Bank of Account

Account Officer

First NameLast Name

Contact Person

First NameLast Name

Address

Street Address

Street Address Line 2

CityState

Zip Code

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Is the bank of account also the lender for this project?

Is the project utilizing an interim loan or bridge financing?

Name of Lender

Branch

Account Officer

First NameLast Name

Contact Person

First NameLast Name

Address

Street Address

Street Address Line 2

CityState

Zip Code

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Please note providing accurate and up to date contact information will ensure an expedited review of the application.

Financial Information Attachments

Please upload the following:

Last three years' financial statements (for existing businesses only)
Last three years' tax returns unless audited financial statements provided (for existing businesses only)
Interim financial statement within 90 days.
Projections (annual income statement, balance sheet and cash flow for three years, plus assumptions/notes) for proposed new project. For an existing tourism attraction planning an expansion, projections with and without the proposed expansion.

All Attachments must be signed and dated

File Upload

Project Information

Please see the following definitions for New Project and Expansion Project:

New Project: A project that is a new business in Oklahoma or represents an existing Oklahoma business moving into a different market or sector.

Expansion Project: An existing Oklahoma business expanding or investing in an existing Oklahoma location or opening a new facility in Oklahoma.

What type of project is this?

Provide a brief description of the project.

On what schedule will the tourism attraction be open to the public?

How many days a year will the tourism attraction project be open to the public?

Please select which of the following best applies to your project.

Anticipated Project Start Date

MonthDayYear

Anticipated Project Completion Date

MonthDayYear

Total Estimated Project Expenditures

OTDA Sales Tax Credit Requested

The requested amount is not guaranteed. Award amounts are subject to statutory limits and the availability of funds.

Size of project site (Acres)

Total size of facilities (Square Feet)

Current size of project site (Acres)

Current total size of facilities (Square Feet)

New/Increased size of project site (Acres)

New/Increased total size of facilities (Square Feet)

Does this project involve relocation from an existing facility?

Please explain.

Do you own the project site or lease?

Please indicate the date of purchase

MonthDayYear

Purchase price

Currency

Is there a mortgage?

What person or entity holds the mortgage?

What is the current balance of the mortgage?

Who is the owner of the property?

Address of owner

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Monthly rent

currency

Length of current lease

Please upload a copy of the current lease.

Is there an option or contract to purchase the property?

Please explain.

Project Supplemental Attachments

Please upload a detailed description and timetable for the project

All Attachments must be signed and dated

File Upload

Contractor (if known)

Contractor

Address

Street Address

Street Address Line 2

CityState

Zip Code

Phone Number

Please enter a valid phone number.Format: (000) 000-0000.

Email

example@example.com

Marketing

Do you have a comprehensive marketing proposal available to upload?

Please upload a copy of your marketing proposal.

Does your marketing proposal include advertising?

Do you have an advertising agency?

Provide name of advertising agency.

If you do not have a marketing proposal or if your marketing proposal does not currently include advertising, what future plans do you have to advertise?

Does your marketing proposal include public relations efforts or other methods of advertising, such as direct marketing, outdoor advertising, web page, etc.?

Please list any public relations efforts or methods of advertising, such as direct marketing, outdoor advertising, web page, etc. you plan to utilize.

Please download, complete, and attach the Project Data and Benefit Analysis Spreadsheet.

List any existing tourism attractions in Oklahoma Similar to your proposed project.

Economic Impact Supplemental Attachments

Please upload a detailed explanation on economic impact of project, to include how tourism attraction project:

Shall attract at least twenty-five percent (25%) of its visitors from among persons who are not residents of the State of Oklahoma;
Shall have costs in excess of five hundred thousand dollars ($500,000);
Shall have a significant and positive economic impact on this state considering, among other factors, the extent to which the tourism attraction project will compete directly with existing tourism attractions in this state, and the amount by which increased tax revenues from the tourism attraction project will exceed the sales tax credit allowed;
Shall produce sufficient revenues and public demand to be operating and open to the public on a regular and persistent basis; and
Shall not adversely affect existing employment in this state.

All Attachments must be signed and dated

File Upload

Certification and Legal Authority

Upload signed Oklahoma Tourism Development Act Agreement for Potential Participation.

Acceptance of Program Participation Rules

I affirm that I understand that to be considered for participation in the program:

That the Applicant must be in good standing with the Oklahoma Tax Commission.
That the project meets all thresholds and standards described in statute.
That funds expended before the submission of this application cannot qualify for incentive award.
That records pertaining to the project must be maintained for a minimum of thirty-six (36) months after completion
That receipt of an award letter does not guarantee acceptance into the TDA program and that acceptance only occurs with the execution of a funding agreement.

By checking the box below, you are affirming that you agree to the aforementioned program requirements.

Information submitted may be subject to disclosure accordance with the Oklahoma Open Records Act and other applicable laws.

If approved, do you consent to the Department of Commerce sharing project information with local officials, chambers of commerce, and economic development organizations?

Terms and Conditions

I, the undersigned, hereby certify that this application is (a) complete; (b) contains no misrepresentation and is accurate and correct in all facts; (c) may be relied upon as a true representation of the nature of the project. I further certify that all subsequent documentation shall also be accurate, correct, and void of misrepresentation. This document has been duly authorized by the governing body of the applicant.

The company, guarantors, and others required to submit proprietary information and financial disclosures are, by the act of applying for assistance, authorizing the distribution of the information to such persons as may be required for the review, approval, and administration of the expenditure. They are also authorizing reference and background investigations, and inquiries into their credit.

Terms and Conditions:

Authorized Company Representative:

First NameLast Name

Authorized Company Representative Title:

An authorized representative is an officer, director or owner of the company.

I, the undersigned, hereby certify that I am an Authorized Company Representative, have authority from the company to submit this application.

Signature of Authorized Company Representative

Application for Oklahoma Tourism Development Act (OTDA)

Applicant Information

Applicant Supplemental Attachments

Applicant Ownership

Ownership Supplemental Attachments

Applicant Organization

Legal Counsel

Accountant

Financial Institution

Financial Information Attachments

Project Supplemental Attachments

Contractor (if known)

Marketing

Benefit Analysis Data

Economic Impact Supplemental Attachments

Certification and Legal Authority

Acceptance of Program Participation Rules

Terms and Conditions