Exhibit B- Contractor Information.pdf

PDF 114 KB Posted

Attached to
Investment Adviser Services
Solicitation number
CC0601-DU002244
Issued by
Adams County, Asotin County, Benton County, Chelan County, Clallam County, Clark County, Columbia County, Cowlitz County, Douglas County, Ferry County, Franklin County, Garfield County, Grant County, Grays Harbor County, Island County, Jefferson County, King County, Kitsap County, Kittitas County, Klickitat County, Lewis County, Lincoln County, Mason County, Okanogan County, Pacific County, Pend Oreille County, Pierce County, San Juan County, Skagit County, Skamania County, Snohomish County, Spokane County, Stevens County, Thurston County, Wahkiakum County, Walla Walla County, Whatcom County, Whitman County, Yakima County, Asotin City, Clarkston City, Clarkston Heights-Vineland CDP, West Clarkston-Highland CDP, Benton City, Chelan City, Chelan Falls CDP, Clallam Bay CDP, Lewisville CDP, Rock Island City, Pacific Beach CDP, Whidbey Island Station CDP, Mercer Island City, Pacific City, Bainbridge Island City, Kingston CDP, Kitsap Lake CDP, Kittitas City, Klickitat CDP, Okanogan City, Anderson Island CDP, Fort Lewis CDP, Fox Island CDP, Herron Island CDP, Ketron Island CDP, North Fort Lewis CDP, Raft Island CDP, Stevenson City, Hat Island CDP, Lake Stevens City, Snohomish City, Spokane City, Spokane Valley City, Puget Island CDP, Garfield Town, Yakima City, Washington

About this file

This document is an Attachment 1 - Contractor Information form for Washington State University's Procurement and Contract Services, specifically related to an Investment Adviser Services solicitation. The form requires potential contractors to provide comprehensive details about their organization, including legal business name, principal place of business, business structure, year established, federal and state tax identification numbers, and key contact information for the proposal process.

The form requires detailed disclosure of principal officers, the contractor's relationship with the State of Washington, and any current or former state employees who may be affiliated with the contractor. Specifically, contractors must identify any employees who have worked for Washington State within the past 24 months, and disclose any individuals who are currently employed by both the contractor and the state. This ensures transparency and helps prevent potential conflicts of interest in the procurement process for the investment advisory services contract.

View the file

Other files

On GovTribe

Work with this file

  • Download the original file
  • Contacts named in this file
  • Similar government files
  • Ask GovTribe AI about this file

Text version

SOLICITATION NO. WSU

ATTACHMENT 1 – CONTRACTOR INFORMATION

to be submitted with Response

CONTRACTOR (LEGAL NAME OF ENTITY)

ADDRESS FOR THE PRINCIPLE PLACE OF BUSINESS

CITY, STATE, ZIP:

TELEPHONE

STRUCTURE (CORPORATION, PARTNERSHIP, SOLE PROPRIETORSHIP, ETC.)

YEAR ESTABLISHED

FEDERAL EMPLOYER ID

WASHINGTON UBI (REVENUE REGISTRATION NUMBER)

NAME, TITLE, ADDRESS, EMAIL, PHONE, AND FAX NUMBERS FOR CONTRACTOR’S RFP CONTACT.

NAME AND TITLE

ADDRESS:

CITY, STATE, ZIP

PHONE:

FAX:

E-MAIL

PRINCIPLE OFFICERS (E.G.: PRESIDENT, VICE PRESIDENT, TREASURER, BOARD CHAIRPERSON)

NAME TITLE EMAIL ADDRESS

CONTRACTOR'S EMPLOYEE RELATIONSHIP TO STATE OF WASHINGTON

If the Contractor or any party named above was, or is, an employee of WA State during the past 24 months, the following information is required: If none, indicate “not applicable”.

NAME AGENCY TITLE SEPARATION DATE

PERSONS EMPLOYED BOTH BY CONTRACTOR AND STATE OF WASHINGTON

Contractors employing or having on their governing board as of the date of their proposal, WA State employees, or former WA State employees, shall identify such persons and their position and responsibilities within the Contractor’s organization. If none, indicate “not applicable”.

NAME AGENCY TITLE SEPARATION DATE (OR N/A)

Responsibilities:

Responsibilities:

Solicitation No. WSU
to be submitted with Response
Name, title, address, email, phone, and fax numbers for contractor’s RFP contact.
Contractor's Employee Relationship to State of Washington
Persons Employed Both by Contractor and State of Washington
CONTRACTOR LEGAL NAME OF ENTITY:
ADDRESS FOR THE PRINCIPLE PLACE OF BUSINESS:
CITY STATE ZIP:
TELEPHONE:
STRUCTURE CORPORATION PARTNERSHIP SOLE PROPRIETORSHIP ETC:
YEAR ESTABLISHED:
FEDERAL EMPLOYER ID:
WASHINGTON UBI REVENUE REGISTRATION NUMBER:
NAME AND TITLE:
ADDRESS:
CITY STATE ZIP_2:
PHONE:
FAX:
EMAIL:
NAMERow1:
TITLERow1:
EMAIL ADDRESSRow1:
NAMERow2:
TITLERow2:
EMAIL ADDRESSRow2:
NAMERow3:
TITLERow3:
EMAIL ADDRESSRow3:
NAMERow4:
TITLERow4:
EMAIL ADDRESSRow4:
NAMERow1_2:
AGENCYRow1:
TITLERow1_2:
SEPARATION DATERow1:
NAMERow1_3:
AGENCYRow1_2:
TITLERow1_3:
SEPARATION DATE OR NARow1:
Responsibilities:
Name_Row_2:
Agency_Row2:
Title_Row2:
Separation_Date_or_N/A:
Responsibilities_2:

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