FORM 2 - SBE AFFIDAVIT.pdf

PDF 104 KB Posted

Attached to
Third Party Administrator (TPA) Conflict Claims. Amendment 1 added. update 8/27
Solicitation number
PS143950
Issued by
California

About this file

This is a Small Business Enterprise (SBE) Affidavit form for the Third Party Administrator (TPA) Conflict Claims contract opportunity with Metro in California. The document requires prime contractors or bidders to affirm their commitment to performing a commercially useful function (CUF) as defined by applicable regulations. Specifically, bidders must declare the percentage of contract work they will perform with their own workforce, with a minimum requirement of 30% of work execution, management, and supervision by the prime contractor. The form requires authorized signatures from a Director, Officer, General Partner, or similarly situated Principal, along with complete business identification information including name, address, contact details, and execution date.

The affidavit serves as part of a comprehensive SBE commitment package that includes multiple supporting forms such as the SBE Subcontractors & Suppliers listing, Business Data Sheet, and SBE Affirmation. The document emphasizes that an SBE cannot limit its role to merely passing funds through to obtain the appearance of participation; rather, it must actively execute, manage, and supervise contracted work. Bidders completing this form attest under penalty of perjury that all information provided is current, complete, and accurate to the best of their knowledge, establishing accountability for compliance with CUF requirements throughout contract performance.

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RFP No. PS143950 - Third Party Administrator (TPA) Conflict Claims.pdf PDF
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EXHIBIT 10 - CERTIFICATE OF COMPLIANCE WITH 49 CFR PART 655.pdf PDF
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EXHIBIT G - APPROVED SUBCONTRACTORS AND SUPPLIERS (RESERVED).pdf PDF
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FORM 2 - COMMERCIALLY USEFUL FUNCTION AFFIDAVIT

TO BE COMPLETED BY PRIME ONLY

PART A: AFFIDAVIT

An SBE performs a commercially useful function (CUF) when it is responsible for at least execution of the work of the contract and is carrying out its responsibilities by actually performing, managing, and supervising the work involve. An SBE does not perform a CUF if its role is limited to that of an extra participant in a transaction, contract, or project through which funds are passed in order to obtain the appearance of SBE participation.

The Bidder/Proposer acknowledges that it will perform at least 30% of the work for during the performance this contract with its own workforce in compliance with the CUF requirements.

The Bidder/Proposer declares to perform the following percentage of work with its own workforce:

_____________________________________________________________ Percent ( ____ %)

PART B: SIGNATURE

The undersigned Director, Officer, General Partner, or similarly situated Principal of the business declares he/she is informed and believe, and thereon allege, that to the best of their knowledge, information and belief, the information set forth on this page of this document and any attachments, is current, complete and accurate.

Executed on: _____________________, 20 ___, at, _____________________________, _________ (Date) (City) (State)

Business Name: ____________________________________________________________________

Business Address: __________________________________________________________________ (Street) (City) (State)

Authorized Signature: ________________________________________________________________

Printed Name: ___________________________________ Title: ______________________________

Phone: ______________________________ Email: _______________________________________

TABLE 1 - SBE COMMITMENT FORMS
SUBCONTRACTOR LISTING FORM FOR IFB ONLY
FORM 1 - SBE SUBCONTRACTORS & SUPPLIERS
ATTACHMENT A TO FORM 1: SUPPORTING INFORMATION FROM SBE SUBCONTRACTOR
ATTACHMENT A TO FORM 1: SUPPORTING INFORMATION FROM SBE SUBCONTRACTOR
FORM 2 - COMMERCIALLY USEFUL FUNCTION AFFIDAVIT
FORM 3 - BUSINESS DATA SHEET Page 1 of 2
FORM 4 – SBE AFFIRMATION
The BidderProposer declares to perform the following percentage of work with its own workforce:
Percent:
at:
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Business Name:
Business Address:
Printed Name:
Title:
Phone:
Email:
Executed on:

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