Attachment E CMD LBE Form 2A_1.pdf

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Attached to
DPH | Institutional Master Plan Consulting Service
Solicitation number
SFGOV-0000011940
Issued by
California

About this file

This is a Contract Monitoring Division (CMD) Attachment 2 form from the City and County of San Francisco, applicable to architecture, engineering, and professional services contracts. The form serves as the CMD Contract Participation Form 2A, which must be submitted with all proposals for projects subject to San Francisco's Local Business Enterprise (LBE) participation requirements. The form requires proposers to identify all prime contractors, joint venture partners, subconsultants, and vendors, along with their respective scopes of work and percentage allocations. The related contract opportunity is the Department of Public Health's Request for Proposals for Institutional Master Plan Consulting Services, with a pre-proposal conference scheduled for September 18, 2026, a question deadline of September 25, 2026, a proposal submission deadline of October 13, 2026 at 2:00 PM PT, an estimated award announcement in November 2026, and an estimated contract start date of June 1, 2027.

The form establishes LBE participation requirements that vary by contract value and project type, with rating bonuses available for qualifying proposers. For contracts exceeding $400,000 and not exceeding $10,000,000, rating bonuses range from 5% to 10% depending on whether the prime or joint venture partner qualifies as a Micro, Small, or SBA-LBE. For contracts exceeding the delegated purchasing amount ($20,000 as of July 1, 2024) and not exceeding $10,000,000, the Neighborhood/Zip Code LBE Program applies to San Francisco-located projects, offering bonuses up to 1.5% for subconsulting participation. Contracts between $10,000,000 and $20,000,000 qualify for a 2% rating bonus for Micro, Small, or SBA-LBE participation. The form explicitly prohibits LBE proposers with LBE participation from counting their own participation toward meeting the LBE sub-participation requirements, and all information submitted must be declared under penalty of perjury.

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File Type Posted
Attachment B Non-Collusion Affidavit Form.docx DOCX document
Attachment I Cost Proposal Form.xlsx XLSX spreadsheet
Attachment F MCO Declaration Form.pdf PDF
Attachment A Contact Information Cover Sheet_1.docx DOCX document
Attachment G HCAO Declaration Form.pdf PDF
Attachment G HCAO Declaration Form_1.pdf PDF
Attachment M City's Contract Terms.pdf PDF
Attachment M City's Contract Terms_1.pdf PDF
Attachment N COI Acknowledgement Form.docx DOCX document
Attachment E CMD LBE Form 2A.pdf PDF
RFP_11940_Institutional_Master_Plan_Consulting_Services_v2.pdf PDF
Attachment F MCO Declaration Form_1.pdf PDF
Attachment N COI Acknowledgement Form_1.docx DOCX document
DPH___Institutional_Master_Plan_Consulting_Service.pdf PDF
Attachment D 12L Compliance.docx DOCX document
Attachment H First Source.pdf PDF
Attachment H First Source_1.pdf PDF
DPH___Institutional_Master_Plan_Consulting_Service.xml XML file
Attachment B Non-Collusion Affidavit Form_1.docx DOCX document
Attachment C Reference Form.docx DOCX document
Attachment C Reference Form_1.docx DOCX document
Attachment A Contact Information Cover Sheet.docx DOCX document
RFP_11940_IMP_Consulting_Services_Addendum.pdf PDF
Attachment D 12L Compliance_1.docx DOCX document
Attachment I Cost Proposal Form_1.xlsx XLSX spreadsheet
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Text version

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11/01/2025

CITY AND COUNTY OF SAN FRANCISCO

CONTRACT MONITORING DIVISION

CHAPTER 14B

CMD ATTACHMENT 2

Architecture, Engineering, and Professional Services

FORM 2A: CMD CONTRACT PARTICIPATION FORM

Section 1: This form must be submitted with the proposal or the proposal may be deemed non-responsive and rejected. Proposer, each Joint Venture partner, Subconsultants, Vendors, and lower sub tiers must be listed on this form. The RFP/RFQ will state which LBE size category (e.g., Micro, Small, and/or SBA-LBE) can be used to meet the LBE sub participation requirement(s). All LBE Proposers/JVs with LBE participation must meet the LBE sub participation requirement(s). Any LBE Proposer/JV with LBE participation may not count its participation towards meeting the LBE sub participation requirement(s). Be sure to check the appropriate box for Rating Bonus under Section 2. If more space is needed for Section 1, attach additional copies of this form.

*Type: Identify if Prime (P), JV partner (J), Subconsultant (S), or Vendor (V)

TY

PE

Firm

Portion of Work

(Describe Scope(s) of

Work)

% of Work

Indicate LBE or Non-LBE. If LBE, Micro, Small, or

SBA.

% of LBE Subwork (Carry-Over from % OF

Work Column)

Micro Small SBA

Total % of Work: 100% Total LBE Sub Participation: % % %

I declare, under penalty of perjury under the laws of the State of California, that I am utilizing the above Consultants for the portions of work and amounts as reflected in the proposal for this Contract.

Owner/Authorized Representative (Signature): _____________________ Date: _________________________

Print Name and Title: _____________________________________________________________________________

** See CMD website: http://www.sfgov.org/cmd for each firm’s status

Contract No.:

Contract Title: LBE SUBPARTICIPATION REQUIREMENT(S)

Firm: Micro and Small-LBE Sub Requirement – ___%

Contact Person: Micro, Small, SBA-LBE Sub Requirement – ___%

Address: Micro-LBE Sub Requirement - ___%

City/ZIP: Small-LBE Sub Requirement – ___%

Phone, Email: SBA-LBE Sub Requirement – ___%

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Section 2. Rating Bonus

Check applicable boxes.

A. NO Rating Bonus Requested 0%

B. Contracts with an Estimated Cost in Excess of $400,000 and Less Than or Equal to $10,000,000. See instructions in Sections 2.01 and 2.02.

Micro or Small-LBE 10%

Joint Venture 7.5%

Joint Venture 5%

Joint Venture (Micro or Small-LBEs only) 10%

SBA-LBE 5%

C. Contracts with an Estimated Cost in Excess of the Delegated Purchasing Amount ($20,000 as of July 1, 2024) and Less Than or Equal to $10,000,000. The below rating bonuses DO NOT apply to Chapter 21 contracts and only apply to Chapter 6 contracts, including Chapter 6.40. See instructions in Section

2.01 for details. This Neighborhood/Zip Code LBE Program shall apply to projects located within the jurisdictional boundary of San Francisco. The program shall not apply to Job Order Contracts (JOC), As- Needed contracts, or other contracts where no specific project location is specified at the time of proposal. The RFP/RFQ will clearly state whether the Pilot Neighborhood/Zip Code LBE Program is applicable to the specific project. A Proposer may receive up to a maximum rating bonus of 13% depending on the particular application.

Prime Neighborhood/Zip Code LBE rating bonus:

Prime Neighborhood LBE (or a JV where the Neighborhood LBE JV partner(s)’ participation is at least 40%) 1%

OR

Prime Zip Code LBE (or a JV where the Prime Zip Code LBE JV partner(s)’ participation is at least 40%) 1.5%

Subconsulting Neighborhood/Zip Code LBE rating bonus:

Sub Neighborhood LBE 0.5%

OR

Sub Zip Code LBE 1.5%

D. Contracts in Excess of $10,000,000 and Less Than or Equal to $20,000,000. See instructions in Section 2.01.

Micro, Small, or SBA-LBE 2%

E. Mentor-Protégé Program Bid Discount/Rating Bonus. The Mentor Protégé rating bonus is not applicable to professional services contracts. However, for this CMD Attachment 2, the Mentor Protégé rating bonus/bid discount is applicable for Design-Build and/or CM/GC projects only. See instructions in Section 2.01.

Mentors of the Mentor-Protégé Program 1%

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Section 3. Proposer, Joint Venture Partners, Subconsultant, and Vendor Information

Provide information for each firm listed in Section 1 of this form. Firms which have previously worked on City contracts may already have a vendor number. Vendor numbers of LBE firms are located on the CMD LBE website at http://www.sfgov.org/cmd. Use additional sheets if necessary.

FIRM NAME: VENDOR #:

ADDRESS: FEDERAL ID #:

CITY, ST, ZIP: PHONE: EMAIL:

SERVICE:

Contract No:
Contract Title:
Firm:
Contact Person:
Address:
CityZIP:
Phone Email:
Micro and SmallLBE Sub Requirement: Off
Text30:
Micro Small SBALBE Sub Requirement: Off
Text31:
MicroLBE Sub Requirement: Off
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SmallLBE Sub Requirement: Off
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SBALBE Sub Requirement: Off
Text34:
Text201:
FirmRow1:
Portion of Work Describe Scopes of WorkRow1:
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Indicate LBE or NonLBE If LBE identify MBE WBE or OBE AND Micro Small or SBA:
Text35:
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FirmRow2:
Portion of Work Describe Scopes of WorkRow2:
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Indicate LBE or NonLBE If LBE identify MBE WBE or OBE AND Micro Small or SBA_2:
Text36:
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FirmRow3:
Portion of Work Describe Scopes of WorkRow3:
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Indicate LBE or NonLBE If LBE identify MBE WBE or OBE AND Micro Small or SBA_3:
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FirmRow4:
Portion of Work Describe Scopes of WorkRow4:
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Indicate LBE or NonLBE If LBE identify MBE WBE or OBE AND Micro Small or SBA_4:
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Date:
Print Name and Title:
NO Rating Bonus Requested 0: Off
Micro or SmallLBE 10: Off
Joint Venture 75: Off
Joint Venture 5: Off
Joint Venture Micro or SmallLBEs only 10: Off
SBALBE 5: Off
Prime Neighborhood LBE or a JV where the Neighborhood LBE JV partners participation is at: Off
Prime Zip Code LBE or a JV where the Prime Zip Code LBE JV partners participation is at least: Off
Sub Neighborhood LBE 05: Off
Sub Zip Code LBE 15: Off
Micro Small or SBALBE 2: Off
Mentors of the MentorProtégé Program 1: Off
FIRM NAME:
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ADDRESS:
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FIRM NAME_2:
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ADDRESS_2:
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FIRM NAME_3:
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ADDRESS_3:
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FIRM NAME_4:
Text62:
ADDRESS_4:
Text63:
Text73:
Text78:
Text64:
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FIRM NAME_5:
Text65:
ADDRESS_5:
Text66:
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Text79:
Text67:
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FIRM NAME_6:
Text68:
ADDRESS_6:
Text69:
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