Attachment 2 Proposer Information Form~11.pdf

PDF 152 KB Posted

Attached to
Employee Benefit Plan Consulting Services
Solicitation number
00002426
Issued by
Oregon

About this file

This is a Proposer Information Form for the City of Portland, Oregon, related to an Employee Benefit Plan Consulting Services contract opportunity. The form requests comprehensive information from prospective bidders, including the proposer's full legal name, business address, authorized representative details, and relevant identification numbers such as the Federal Taxpayer Identification Number (EIN), State of Oregon Registry Number, City of Portland Business License Tax Account Number, City of Portland Buyspeed Vendor Number, and State of Incorporation. The form requires proposers to specify their organizational structure, including options for sole proprietorship, partnership, corporate entity (tax-exempt or non-tax-exempt), government entity, or other classifications, and to disclose any common parent company ownership or control.

The form includes acknowledgment checkboxes requiring proposers to confirm their understanding of the City of Portland's Open Data Policy goals and their commitment to working with the City to meet applicable policy objectives. Additionally, proposers must acknowledge that they have reviewed the insurance requirements for the resulting contract and confirm their ability to obtain required insurance coverage if awarded. The form provides links to relevant City of Portland resources, including business licensing information, the State of Oregon Business Registry, the City's procurement platform (Buyspeed), and open records filing locations. Proposers may also request redactions for public records purposes and must submit either a redacted copy with a summary of redactions or confirm that no redactions are required.

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Text version

Proposer Information Form

Proposal Date

RFP Number

Project Title

Proposer’s Full Legal Name

Doing Business As (if applicable)

Proposer’s Address

Authorized Representative Name

Authorized Representative Title

Authorized Representative Phone

Authorized Representative Email

Authorized Representative Mailing Address

Authorized Representative Signature

Local Contact (if different)

Local Contact Phone

Local Contact Email

City of Portland Business License Tax Account # (if currently licensed) https://www.portlandoregon.gov/revenue/29320

State of Oregon Registry Number http://egov.sos.state.or.us/br/pkg_web_name_src h_inq.login

City of Portland Buyspeed Vendor Number https://procure.portlandoregon.gov/

Federal Taxpayer Identification Number (EIN)

State of Incorporation https://www.portlandoregon.gov/revenue/29320 http://egov.sos.state.or.us/br/pkg_web_name_srch_inq.login http://egov.sos.state.or.us/br/pkg_web_name_srch_inq.login https://procure.portlandoregon.gov/

Proposer Information Form

Type of Organization

[_] Sole proprietorship;

[_] Partnership;

[_] Corporate entity (not tax-exempt);

[_] Corporate entity (tax-exempt);

[_] Government entity (Federal, State, or local);

[_] Other ____________________.

Common Parent

[_] Proposer is not owned or controlled by a common parent:

[_] Name and EIN of common parent:

Name:

EIN:

Redaction for Public Records

[_] No redactions are required; OR [_] Proposer requires redactions and included with this proposal is a redacted copy and a summary of redactions.

Open Data Requirements https://efiles.portlandoregon.gov/Record/1087990 8/

[_] Proposer acknowledges the goals of the City of Portland’s Open Data Policy and will work with the City to meet the goals of the Policy, as is applicable to this project.

Insurance Requirements [_] Proposer acknowledges the insurance requirements for the resulting Contract have been read, and proposer either currently has or will be able to obtain insurance at level required if awarded the Contract.

https://efiles.portlandoregon.gov/Record/10879908/ https://efiles.portlandoregon.gov/Record/10879908/

File details come from the government source that posted it. Updated .