Attachment 3 Subcontractor Participation Disclosure Form.pdf
PDF 166 KB Posted
- Attached to
- Contact Survey Pilot
- Solicitation number
- 00002671
- Issued by
- Oregon
About this file
Subconsultant Participation Disclosure Form - City of Portland
This document is a Subconsultant Participation Disclosure Form required by the City of Portland for a Request for Proposal (RFP) related to a Contact Survey Pilot project in Oregon. The form mandates that all proposers submit detailed information regarding their project team composition and subcontracting arrangements. Proposers must disclose contact information and Employer Identification Numbers (EIN) for all contract participants, current COBID (Certification Office for Business Inclusion and Diversity) certification status, the percentage of work the proposer will perform, the percentage of work any subconsultants will perform, and the percentage of total contract amount allocated to subconsultants. The use of placeholder terminology such as "TBD" or "N/A" is explicitly prohibited, and all requested information must be completed in full. Failure to submit this disclosure form with the proposal will result in the proposal being deemed non-responsive and rejected from consideration.
The form applies to all proposers regardless of whether subconsultants will be utilized; those performing all work independently must still complete the form with their own information and indicate "NONE" in the subconsultant section. The information collected through this form is retained separately and will not be used in the evaluation and scoring process, serving instead as a compliance and transparency mechanism. The RFP also incorporates civil rights data collection requirements, including workforce diversity information and Oregon State COBID certification details, and requires proposers to demonstrate corporate responsibility and organizational capabilities as part of the broader proposal submission package.
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ATTACHMENT 3
CITY OF PORTLAND
PERSONAL SERVICES
SUBCONSULTANT PARTICIPATION DISCLOSURE FORM 1
CITY SUBCONSULTANT DISCLOSURE REQUIREMENTS
This Request for Proposal (RFP) requires submission by the Proposer of the Subconsultant Participation Disclosure Form The Proposer must disclose the following information:
1) Contact information and Employer Identification Number (EIN or FED ID#) for all contract participants
2) COBID certification designation
(Verify current certification status with COBID)
3) The percentage of proposed scope or category of work that the Proposer will be performing.
4) The percentage of proposed scope or category of work that any subconsultants will be performing
5) Percentage of total contract amount allocated to subconsultants.
The use of ‘TBD’, ‘N/A’, or similar symbols is not acceptable. All requested information must be provided.
If the Proposer will not be using any subconsultants, the Proposer is still required to enter its own information in the appropriate section and to indicate “NONE” in the subconsultant section of the accompanying form and submit the form with its proposal.
THE INFORMATION PROVIDED IN THIS FORM WILL BE RETAINED SEPERATELY AND WILL NOT BE USED FOR PURPOSES OF EVALUATING AND SCORING A PROPOSAL. HOWEVER, FAILURE TO SUBMIT THE SUBCONSULTANT PARTICIPATION
DISCLOSURE FORM 1 WITH THE PROPOSAL MAY RESULT IN THE PROPOSAL BEING FOUND NON-RESPONSIVE AND
REJECTED FROM CONSIDERATION.
CITY OF PORTLAND
SUBCONSULTANT PARTICIPATION DISCLOSURE FORM 1
This Request for Proposals (RFP) requires the Proposer to submit this Subconsultant Participation Disclosure Form Failure to submit this form with the proposal may result in the proposal being found non-responsive and rejected.
Proposers must disclose the following information:
Please print all information clearly.
Project Name: _____________________________________________________ RFP Number: ______________
Proposer Name: ________________________________________________ Proposer’s EIN #: ______________ Contact Name: ______________________________ Phone: ____________ Email: _______________________
Proposers Total Percentage: ______%
Participation percentage of total contract amount allocated to subconsultants: %
SUBCONSULTANT INFORMATION (please print)1 COBID Certification2
Subconsultant Scope/Type of
Work
Subcontract
Legal Name:
Email:
Phone #:
EIN #4:
Legal Name:
Email:
Phone #:
EIN #:
Legal Name:
Email:
Phone #:
EIN #:
Legal Name:
Email:
Phone #:
EIN #:
NOTE:
1. If the Proposer will not be using any Subconsultants, the Proposer is required to indicate “NONE” in the Subconsultant Information section of this form and submit this form with their proposal.
2. The Proposer and ALL Subconsultants must be listed on this form. Leave COBID certification column blank if Subconsultant is not currently certified through COBID.
3. Using ‘TBD’, ‘N/A’, or similar acronyms is not acceptable.
4. Do not enter Social Security Numbers (SSN) on this form.
5. Information provided in this form will be retained separately and will not be used for purposes of evaluating and scoring a proposal.
SUBCONSULTANT INFORMATION (please print) COBID Certification
Subconsultant Scope/Type of
Work
Subcontract
Legal Name:
Email:
Phone #:
EIN #:
Legal Name:
Email:
| PART I SOLICITATION REQUIREMENTS |
| SECTION A GENERAL INFORMATION |
| 1. INTRODUCTION |
| 2. BACKGROUND |
| 3. SCOPE OF WORK |
| 4. PROJECT FUNDING |
| 5. TIMELINE FOR SELECTION |
| 6. INTERGOVERNMENTAL COOPERATIVE PROCUREMENT [OPTIONAL] |
| SECTION B WORK REQUIREMENTS |
| 1. TECHNICAL OR REQUIRED SERVICES |
| 2. SUSTAINABILITY REQUIREMENTS |
| Check the Sustainable Procurement Solicitation Integration Tools (https://www.portlandoregon.gov/brfs/index.cfm?&c=79341) or on the forms drive (J:\PROCUREMENT FORMS\SUSTAINABLE PROCUREMENT) for content in this section. |
| 3. WORK PERFORMED BY THE CITY / OTHERS |
| 4. PROJECT REVIEWS |
| 5. DELIVERABLES AND SCHEDULE |
| 6. PLACE OF PERFORMANCE |
| 7. PERIOD OF PERFORMANCE |
| 8. ACH PAYMENTS |
| 9. PUBLIC SAFETY |
| 10. BUSINESS COMPLIANCE |
| 11. INSURANCE |
| SECTION C PROJECT PROVISIONS |
| 1. SAMPLE CONTRACT |
| 2. PROJECT DATA [OPTIONAL] |
| 3. SPECIAL PROVISIONS [OPTIONAL] |
| 4. ATTACHMENTS [OPTIONAL] |
| PART II PROPOSAL PREPARATION AND SUBMITTAL |
| SECTION A PRE-SUBMITTAL MEETING/CLARIFICATION |
| 1. PRE-SUBMITTAL MEETING |
| 2. QBS-RFP CLARIFICATION |
| SECTION B PROPOSAL SUBMISSION |
| 1. PROPOSALS DUE |
| 2. PROPOSAL |
| 3. PROPOSAL SUBMISSION |
| 4. PROPOSED COST INFORMATION |
| 5. COST OF RESPONDING |
| 6. CIVIL RIGHTS DATA COLLECTION |
| The City of Portland collects data on equal access to contracting opportunities to understand and inform the City’s development of civil rights policies and strategies, and compliance with the civil rights laws. The information provided in this sectio... |
| 1) Workforce Diversity: |
| Describe your firm’s workforce demographics. |
| 2) Oregon State Certification: |
| Please indicate if the Proposer currently holds a certification with the State of Oregon Certification Office for Business Inclusion and Diversity (COBID). If so, provide your certification number. |
| 3) Subconsultant Oregon State Certification: |
| A Subconsultant Participation Disclosure Form 1 (see Exhibit A) is a required submission for this RFP. Please include in the form all scopes of work being performed, the subconsultants’ names, the estimated percentage of the total contract amount for ... |
| 7. ORGANIZATION OF PROPOSAL |
| SECTION C EVALUATION CRITERIA |
| 1. COVER LETTER |
| 2. PROJECT TEAM |
| [Information regarding the project manager and staff members’ present employment status may be requested along with information regarding their activities on any other work presently under contract by the Proposer. If any proposed key personnel are co... |
| 3. PROPOSER’S CAPABILITIES |
| 4. PROJECT APPROACH AND UNDERSTANDING |
| 5. CORPORATE RESPONSIBILITY |
| 6. SUPPORTING INFORMATION [OPTIONAL] |
| PART III PROPOSAL EVALUATION |
| SECTION A PROPOSAL REVIEW AND SELECTION |
| 1. EVALUATION CRITERIA |
| 2. SCORING PROCESS |
| 3. CLARIFYING PROPOSAL DURING EVALUATION |
| SECTION B CONTRACT AWARD |
| 1. CONSULTANT SELECTION |
| 2. CONTRACT DEVELOPMENT |
| 3. REVIEW AND PROTESTS |
| 4. KICK-OFF MEETING [OPTIONAL] |
| 1) Contact information and Employer Identification Number (EIN or FED ID#) for all contract participants |
| 2) COBID certification designation |
| (Verify current certification status with COBID) |
| 3) The percentage of proposed scope or category of work that the Proposer will be performing. |
| 4) The percentage of proposed scope or category of work that any subconsultants will be performing |
| 5) Percentage of total contract amount allocated to subconsultants. |
| The use of ‘TBD’, ‘N/A’, or similar symbols is not acceptable. All requested information must be provided. |
| If the Proposer will not be using any subconsultants, the Proposer is still required to enter its own information in the appropriate section and to indicate “NONE” in the subconsultant section of the accompanying form and submit the form with its prop... |
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