Form_1._Personal_Professional_Sub-consultant_Disclosure_Form.pdf

PDF 1 MB Posted

Attached to
Investment Advisory Services
Solicitation number
25-096
Issued by
Washington County, Barlow City, Oregon

About this file

The document is a City of Beaverton Personal/Professional Services Contract Subconsultant Disclosure Form 1, designed to list all subconsultants for a potential contract. The form provides multiple rows for capturing detailed information about subconsultants, including their complete legal name, address, phone number, description or scope of work, dollar value of subcontract, and specific business certifications. The form allows for tracking multiple subconsultants across different categories such as Emerging Small Businesses (ESB), Minority-owned Businesses (MBE), Women-Owned Businesses (WBE), Service-Disabled Veteran-Owned Businesses (SDV), and Disadvantaged Business Enterprises (DBE and ACDBE).

The form is part of the City of Beaverton's procurement process, specifically related to the Investment Advisory Services opportunity, which aims to manage approximately $175 million in municipal funds across core, cash match, and Local Government Investment Pool portfolios. The form supports transparency and accountability in subcontractor selection, requiring precise documentation of each subconsultant's role, financial contribution, and certification status. By mandating this level of detail, the city ensures proper representation of diverse business types and maintains clear documentation of the professional services contract's subcontracting structure.

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Text version

Company Name: ______________________________________ Project Name: _____________________________________________________

LIST ALL SUBCONSULTANTS —CERTIFIED AND NON-CERTIFIED

ALL SUBCONSULTANTS

(Use the Subconsultants complete legal name)

DESCRIPTION OR SCOPE OF WORK

(TYPE OF WORK TO BE PERFORMED)

DOLLAR VALUE OF

SUBCONTRACT

LIST ALL CERTIFICATIONS

(ESB; MBE, WBE, SDV, DBE, ACDBE)

Name ______________________________________

Address ____________________________________

City/St/Zip __________________________________

Phone ______________________________________

Name ______________________________________

Address ____________________________________

City/St/Zip __________________________________

Phone ______________________________________

Name ______________________________________

Address ____________________________________

City/St/Zip __________________________________

Phone ______________________________________

Name ______________________________________

Address ____________________________________

City/St/Zip __________________________________

Phone ______________________________________

*ESB: Emerging Small Business; MBE: Minority-owned Business; WBE: Women-Owned Business; SDV: Service-Disabled Veteran-Owned Business;

DBE & ACDBE Disadvantaged Business Enterprise Rev 5/6/19

CITY OF BEAVERTON

PERSONAL / PROFESSIONAL SERVICES CONTRACT: SUBCONSULTANT DISCLOSURE FORM 1

ALL SUBCONSULTANTS

(Use the Subconsultants complete legal name)

DESCRIPTION OR SCOPE OF WORK

(TYPE OF WORK TO BE PERFORMED)

DOLLAR VALUE OF

SUBCONTRACT

LIST ALL CERTIFICATIONS

(ESB; MBE, WBE, SDV, DBE, ACDBE)

Name ______________________________________

Address ____________________________________

City/St/Zip __________________________________

Phone ______________________________________

Name ______________________________________

Address ____________________________________

City/St/Zip __________________________________

Phone ______________________________________

Name ______________________________________

Address ____________________________________

City/St/Zip __________________________________

Phone ______________________________________

Name ______________________________________

Address ____________________________________

City/St/Zip __________________________________

Phone ______________________________________

*ESB: Emerging Small Business; MBE: Minority-owned Business; WBE: Women-Owned Business; SDV: Service-Disabled Veteran-Owned Business;

DBE & ACDBE Disadvantaged Business Enterprise Rev 5/6/19

CITY OF BEAVERTON

PERSONAL / PROFESSIONAL SERVICES CONTRACT: SUBCONSULTANT DISCLOSURE FORM 1

LIST ALL SUBCONSULTANT—CERTIFIED AND NON-CERTIFIED

Project Name:
Name:
Address:
CityStZip:
Phone:
Name_2:
Address_2:
CityStZip_2:
Phone_2:
Name_3:
Address_3:
CityStZip_3:
Phone_3:
Name_4:
Address_4:
CityStZip_4:
Phone_4:
Name_5:
Address_5:
CityStZip_5:
Phone_5:
Name_6:
Address_6:
CityStZip_6:
Phone_6:
Name_7:
Address_7:
CityStZip_7:
Phone_7:
Name_8:
Address_8:
CityStZip_8:
Phone_8:
Company Name:
DVoS:
Certifications:
SOW:
SOW_2:
SOW_3:
Certifications_3:
Certifications_2:
Certifications_4:
SOW_4:
SOW_5:
SOW_6:
SOW_7:
SOW_8:
Certifications_5:
Certifications_6:
Certifications_7:
Certifications_8:
DVoS_5:
DVoS_6:
DVoS_7:
DVoS_8:
DVoS_2:
DVoS_3:
DVoS_4:

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