1-Attachment C.pdf

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Attached to
Measurement and Verification (M&V) and Energy/Sustainability Services
Solicitation number
2604-5671
Issued by
Bexar County, Texas

About this file

This is a Profile of Firm form prepared for Opportunity Home San Antonio, a housing authority in Texas seeking qualified firms to provide Measurement and Verification (M&V) and Energy/Sustainability Services. The form requests comprehensive information about proposing firms, including company biography, headquarters location, establishment date, field office locations, full-time staff count, and relevant experience with Texas projects and other housing authorities. Firms must identify all principals and partners with ownership percentages and indicate their operating structure, whether as publicly held corporations, privately held corporations, government agencies, non-profit organizations, partnerships, or sole proprietorships. The form also requires submission of a Profile of Firm for each proposed subcontractor, with details on company name, address, phone number, and specialty areas.

The form includes several mandatory certifications and disclosures that proposers must acknowledge through initialed verification statements, including debarred status declarations, non-collusive affidavits, diversity ownership classifications, and compliance with federal, state, and local laws including occupational safety, equal employment opportunity, immigration and naturalization, Americans with Disabilities Act, and Fair Housing Act requirements. Proposers must disclose any litigation history with public entities, relationships with Opportunity Home San Antonio commissioners or officers, breach of contract claims, and any current or past associations with decision-makers. The form requires documentation of SWMBE certifications if applicable and the Federal Tax ID number. Subcontractor changes require pre-approval from Opportunity Home, and all information submitted is subject to verification, with false information potentially resulting in proposal rejection or contract cancellation.

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Text version

ATTACHMENT C

Profile of Firm

Company Biography Listing of Subcontractors

Prime Joint Venture/Partner Subcontractor

This form shall be completed by and for each

Legal Name of Firm

DBA

(If Applicable)

Telephone Fax

Address City, State, Zip

Contact Email

Accounts Payable Email (If different from above)

Purchase Order Email (If different from Contact Email)

Identify Principals/Partners in Firm

Name Title % of Ownership

Indicate the operating structure of the firm:

Publicly Held Corporation

Privately Held Corporation

Government Agency

Non-Profit Organization

Partnership

Sole

Proposer's Diversity Statement You must check all of the following that apply to the ownership of this firm and enter where provided the correct percentage (%) of ownership of each. Minority (MBE) or Woman-Owned (WBE) Business Enterprises qualify by virtue of 51% or more ownership and active management by one or more of the following:

Check all that apply

Percentage (%)

African American

Native American

Hispanic American

Asian/Pacific American

Hasidic Jew

Asian/Indian American

Woman-Owned (MBE)

Woman-Owned (Caucasian)

Disabled Veteran

Caucasian American (Male)

Other (Specify)

Choose not to disclose

SWMBE Certification (Note: A certification number is not required, but if applicable please provide a copy)

Yes No

Certification Agency Name

Federal Tax ID Number

City of San Antonio Business License Number

State of Texas License Type and Number

Is the business 51% or more owned by a public housing resident?

(If yes, provide name and address of the public housing facility)

Facility Name

Facility Address

Has your firm or any member of your firm been a party to litigation with a public entity?

If yes, when, with whom and state the circumstances and any resolution.

Has your firm or any member of your firm ever sued or been sued by Opportunity Home San Antonio or its affiliated entities?

If yes, when and state the circumstances and any resolution of the lawsuit.

Has your firm or any member of your firm ever had a claim brought against because of breach of contract or non-performance?

If yes, when and state the circumstances and any resolution of the matter.

Debarred Statement

Has this firm, or any principal(s) ever been debarred from providing any services by the Federal Government, any state government, the State of Texas, or any local government agency within or without the State of Texas?

(If yes, please attach a full detailed explanation, with dates, circumstances and current status)

Initials

Disclosure Statement

Does this firm or any principals thereof have any current, past personal or professional relationship with any Commissioner or Officer of Opportunity Home? (If yes, please attach a full detailed explanation with dates, circumstances and current status)

Initials

Non-Collusive Affidavit

The undersigned party submitting this proposal hereby certifies that such proposal is genuine and not collusive and that said Offeror has not colluded, conspired, connived or agreed, directly or indirectly, with any Offeror or person, to put in a sham proposal or to refrain from proposing, and has not in any manner, directly or indirectly sought by agreement or collusion, or communication or conference, with any person, to fix the proposal price of affiant or of any other Offeror, to fix overhead, profit or cost element of said proposal price, or that of any other Offeror or to secure any advantage against Opportunity Home or any person interested in the proposed contract; and that all statements in said proposal are true.

Initials

Verification Statement

The undersigned Offeror hereby states that by completing and submitting this form he/she is verifying that all information provided herein is, to the best of his/her knowledge, true and accurate, and agrees that if Opportunity Home discovers that any information entered herein is false, that shall entitle Opportunity Home to not consider nor make award or to cancel any award with the undersigned party.

Initials

Verification Statement

In performing this contract, the contractor(s) shall comply with any and all applicable federal, state or local laws including but not limited to: Occupational Safety & Health, Equal Employment Opportunity, Immigration and Naturalization, The Americans with Disabilities Act, State Tax and Insurance Law, and the Fair Housing Act.

Initials

Printed Name

Company

Signature Date

Company Profile

1. Company Biography Please enter your company biography

2. Headquarter Location

3. Date Company was established

4. Field Office Locations Please list field office locations, including the city and state for each.

3. Full-Time Staff List the number of full-time staff.-----Relevant Experience

4. Relevant Texas Projects and/or Clients Please list any relevant Texas Projects and/or clients.

● Project/Client Name: _________________________________________ |

Description: _________________________________________________________________

● Project/Client Name: _________________________________________

Description: _________________________________________________________________

● Project/Client Name: _________________________________________

Description: _________________________________________________________________

5. Experience with Other Housing Authorities Do you have any experience with other Housing Authorities? Please list if yes.

Note: A completed Profile of Firm Form must be submitted for each subcontractor.

PROPOSED SUBCONTRACTORS

Item Company Name Address Phone Specialty S/W/M/V BE

I understand and agree that if awarded a contract as a result of this solicitation that the use of the above subcontractors is subject to the approval of Opportunity Home and becomes a part of the contract. I further understand that any change in subcontractors also requires the pre-approval of Opportunity Home.

Signature

Printed Name & Title

Company Name

Please enter your company biography 1:
2 Headquarter Location:
3 Date Company was established:
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List the number of fulltime staff:
ProjectClient Name:
Description:
ProjectClient Name_2:
Description_2:
ProjectClient Name_3:
Description_3:
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