Attachment_7B_-_DVBE_Declaration.docx

DOCX document 29 KB Posted

Attached to
IFB 25-08 Stamps
Solicitation number
0000037161
Issued by
San Bernardino County, California

About this file

This is a DVBE Declaration form issued by the Department of General Services (DGS) for use in competitive solicitations by the Court. The form is designed for Disabled Veteran Business Enterprises (DVBEs) to declare their status and eligibility for DVBE incentives in contract opportunities. The declaration must be completed by any DVBE that will provide goods and/or services in connection with a bid when a DVBE incentive is offered. If a bidder is itself a DVBE, it must complete the declaration independently; if a bidder intends to use DVBE subcontractors, each subcontractor must submit a separate declaration. DVBEs utilizing an existing Business Utilization Plan (BUP) on file with DGS are not required to submit a declaration, except in non-IT services solicitations where a BUP cannot be used to claim the DVBE incentive.

The form contains three sections addressing different DVBE circumstances. Section 1 requires entry of the DVBE's legal name and DGS Supplier ID number. Section 2 mandates that all disabled veteran owners and managers declare whether the DVBE is operating as a broker or agent; if so, principal information must be provided. Section 3 applies only to DVBEs providing rental equipment that are not brokers or agents, requiring declarations regarding 51-percent disabled veteran ownership, equipment ownership percentages, and submission of personal federal tax returns. The Court will determine DVBE incentive eligibility based on the information provided and may verify details or request clarification. Incomplete or inaccurate information will result in denial of the DVBE incentive. All sections require original signatures from disabled veteran owners and managers, with provisions for additional sheets if needed.

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ATTACHMENT 7B

DVBE DECLARATION

SECTION 1. MUST BE COMPLETED BY ALL DVBEs

Disabled Veteran Business Enterprise (DVBE) name: ________________ DGS Supplier ID number: _______________

SECTION 2. MUST BE COMPLETED BY ALL DVBEs

Check only one box in Section 2 and provide original signatures of all disabled veteran (DV) owners and managers of the DVBE.

|_| I (we) declare that the DVBE is not a broker or agent, as defined in Military and Veterans Code (MVC) section 999.2(b), of the goods and/or services provided by the DVBE in connection with the solicitation identified above.

|_|Pursuant to MVC 999.2(f), I (we) declare that the DVBE is a broker or agent for the following principal. (attach additional sheets if more than one principal)
Principal Name: _________________________Principal Phone: ________________
Principal Address: _______________________________________________________

Disabled veteran owners and managers of the DVBE: (attach additional sheets if necessary)

Printed Name of DV owner/manager
Date signed

Signature of DV owner/manager

Printed Name of DV owner/manager
Date signed

Signature of DV owner/manager

Printed Name of DV owner/manager
Date signed

Signature of DV owner/manager

SECTION 3.MUST BE COMPLETED BY DVBEs THAT PROVIDE RENTAL
EQUIPMENT AND ARE NOT BROKERS/AGENTS

Skip this section if (i) the DVBE is not providing rental equipment or (ii) the DVBE indicated in Section 2 that it is a broker or agent.

Check applicable boxes below 3 and provide original signatures of all DV owners and managers of the DVBE.

|_| Pursuant to MVC 999.2 (c), (d) and (g), I am (we are) the DV(s) with at least 51% ownership of the DVBE, or DV manager(s) of the DVBE. The DVBE maintains certification requirements in accordance with MVC 999 et seq.

|_| The undersigned owner(s) own(s) at least 51% of the quantity and value of each piece of equipment that will be rented in connection with this solicitation. I (we), the DV owner(s) of the equipment, have submitted to DGS my (our) personal federal tax return(s) at time of certification and annually thereafter as defined in MVC 999.2 (c) and (g).

Disabled veteran owners of the DVBE: (attach additional sheets if necessary)

Printed Name of DV owner
Tax ID Number of DV owner
Address of DV owner
DV owner Telephone Number
Signature of DV owner
Date signed
Printed Name of DV owner
Tax ID Number of DV owner
Address of DV owner
Telephone # of DV owner
Signature of DV owner
Date signed

Disabled veteran managers of the DVBE: (attach additional sheets if necessary)

Printed Name of DV manager
Date signed

Signature of DV manager

Printed Name of DV manager
Date signed

Signature of DV manager

IFB 25-08 Stamps

Rev. 9/2022 Page 3 of 3

DVBE DECLARATION INSTRUCTIONS

General Instructions

In this form, (i) “DGS” refers to the Department of General Services; (ii) “Bidder” refers to a person or entity that submits a response to a competitive solicitation issued by the Court, including both IFBs and RFPs; and (iii) “bid” refers to a response to a competitive solicitation issued by the Court, including both IFBs and RFPs.

If Bidder wishes to claim the DVBE incentive in a solicitation where a DVBE incentive is offered, it must submit a DVBE Declaration completed by each DVBE that will provide goods and/or services in connection with its bid. If Bidder is itself a DVBE, it must complete the DVBE Declaration itself. If Bidder will use one or more DVBE subcontractors, each DVBE subcontractor must complete a DVBE Declaration.

If no DVBE incentive is offered, or Bidder does not wish to claim the DVBE incentive, Bidder should not submit a DVBE Declaration. In addition, if Bidder wishes to claim the DVBE incentive using a DVBE Business Utilization Plan (BUP) on file with DGS, Bidder should not submit a DVBE Declaration. Note that a BUP cannot be used to qualify for the DVBE incentive in a non-IT services solicitation.

The Court will determine whether Bidder is eligible to receive the DVBE incentive based on information provided in the DVBE Declaration. The Court may, but is not obligated to, verify or seek clarification of any information set forth in the DVBE Declaration. If Bidder submits incomplete or inaccurate information, it will not receive the DVBE incentive.

Instructions for Section 1

Provide the full legal name of the DVBE, and its DGS Supplier ID number. This number is in the DVBE’s DGS Supplier Profile, accessible at: https://caleprocure.ca.gov/pages/PublicSearch/supplier-search.aspx\

Instructions for Section 2

Check only one box. If the DVBE is not a broker or agent, check the first box. If the DVBE is a broker or agent, check the second box and provide the name, address, and phone number of the principal for which the DVBE is an agent or broker. Military and Veterans Code section 999.2(b) defines “broker” or “agent” as an individual or entity that does not have title, possession, control, and risk of loss of materials, supplies, services, or equipment provided to the Court, unless one or more of the disabled veteran owners has at least 51-percent ownership of the quantity and value of the materials, supplies, services, and of each piece of equipment provided under the contract.

All disabled veteran owners and managers of the DVBE must sign and date Section 2. If there are insufficient signature blocks for all disabled veteran owners and managers to sign, attach additional sheets.

Instructions for Section 3

The DVBE must complete Section 3 only if both of the following are true (i) the DVBE will provide rental equipment in connection with the contract, and (ii) the DVBE checked the first box in Section 2, indicating that it is not a broker or agent.

If (i) the DVBE will not provide rental equipment in connection with the contract, or (ii) the DVBE checked the second box in Section 2, indicating that it is a broker or agent, the DVBE should not check a box in Section 3 or provide the signatures in Section 3.

Check each box in Section 3 if the corresponding statement is true.

All disabled veteran owners of the DVBE must sign and date Section 3, in the signature blocks designated for disabled veteran owners. Each disabled veteran owner of the DVBE must also provide his or her tax ID number, address, and telephone number in the signature block. If there are insufficient signature blocks for all disabled veteran owners, attach additional sheets.

All disabled veteran managers of the DVBE must sign and date Section 3, in the signature blocks designated for disabled veteran managers. If there are insufficient signature blocks for all disabled veteran managers, attach additional sheets.

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