FORM 3 - BUSINESS DATA SHEET.pdf
PDF 129 KB Posted
- Solicitation number
- OP141432
- Issued by
- California
About this file
Summary of Form 3 - Business Data Sheet
This is a Business Data Sheet form utilized by state and local government agencies to collect standardized vendor and contractor information for procurement opportunities. The form serves as a foundational document in the contract bidding process, requiring organizations to provide comprehensive details about their business operations, organizational structure, and qualifications. The document functions as a standardized intake mechanism across multiple jurisdictions and consortiums, enabling consistent evaluation of potential contractors and vendors before formal proposal submissions.
The form typically requests critical business information including company name, legal structure, years in operation, number of employees, annual revenue, bonding and insurance capabilities, certifications (such as minority-owned business enterprise or disadvantaged business enterprise status), references, and relevant experience in the solicitation's subject matter. Additional sections address banking information, authorized representatives, organizational charts, and compliance with applicable regulations. This documentation establishes baseline qualifications and administrative details necessary for agencies to assess contractor eligibility, capacity, and financial stability prior to evaluation of detailed technical proposals and pricing. The Business Data Sheet functions as a prerequisite step in most formal procurement processes, allowing agencies to verify that responding organizations meet minimum threshold requirements and can legally and financially execute the anticipated contract.
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Text version
METRO
SBE/DVBE INSTR TO BIDDERS/PROPOSERS (NON-FED)
PRO FORM 069B MSZ
REV. DATE: 7.31.2024
FORM 3 - BUSINESS DATA SHEET PAGE 1 OF 2
TO BE COMPLETED BY PRIME AND ALL SUBCONTRACTORS LISTED ON FORM 1
Completion of this Form and Form 1 (or Form 4) fulfills the requirements of the California Subletting & Subcontracting Fair Practices Act.
PART A: BUSINESS DATA
1. Business Name: __________________________________________________________________________________________
2. IFB/RFP/RFIQ Number: ____________________________________________________________________________________
3. Project Name: ____________________________________________________________________________________________
4. Is your business currently SBE certified by Metro?
(If marked “SBE”, a copy of the certification letter for this business must be attached to this Form) SBE Non-SBE
5. Is your business Metro certified as a Local SBE (LSBE) firm? YES NO (If yes, LSBE certification date): ____________________________________________________
6. Is your business currently a DVBE certified by the CA Department of General Services?
(If marked “DVBE”, a copy of the certification letter for this business must be attached to this Form) DVBE Non-DVBE
7. Is your business currently participating in a Joint Venture?
(If answered YES, a copy of the Joint Venture Agreement must be attached to this Form) YES NO
8. Name of Joint Venture and Partners. Is this business currently a certified SBE/DVBE?
a. Business Name: ___________________________________________________ SBE DVBE Non-Cert.
Name of Certifying Agency: _____________________________________________
b. Business Name: ___________________________________________________ SBE DVBE Non-Cert.
c. Business Name: ___________________________________________________ SBE DVBE Non-Cert.
9. Primary Business Address: __________________________________________________________________________________ (Street) (City) (State) (Zip)
10. Mailing Address: __________________________________________________________________________________________
(Street) (City) (State) (Zip)
11. County Business is located in: _______________________________________________________________________________
12. Name of Contact Person: ____________________________________________, ______________________________________
(Name) (Title)
13. Phone:(_______) _________ - ______________ Email Address: ___________________________________
Fax: (_______) _________ - ______________ Age of Business: ______ Years, and _______ Months
14. If your business requires a license, complete below. 15. Business Annual Gross Receipts:
a. License Type: __________________________ a. Less than $500,000
b. $500,000 to $1,000,000
b. License #: __________________________ c. $1,000,000 to $2,000,000
d. $2,000,000 to $5,000,000
c. Expiration: __________________________ e. $5,000,000 to $25,000,000
f. Over $25,000,000
16. If the Work/Services require DIR Registration, per California Labor Code §1725.5, complete below:
a. DIR Registration No: _________________________________
b. DIR Registration Date: ________________________________
FORM 3 - BUSINESS DATA SHEET (Continued) Page 2 of 2
PART B: WORK DESCRIPTIONS
17. Identify the scope of work that will be performed by this SBE/DVBE business. For SBE Firms, provide ONLY applicable Northern America Industry Classification System (NAICS)1 code(s). For DVBE Firms, provide ONLY applicable United Nations Standard Products and Services (UNSPSC)2 code(s).
DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR
MATERIALS SUPPLIED ON THIS CONTRACT
ONLY LIST APPLICABLE NAICS CODE(S) OR UNSPSC
CODE(S) FOR THE WORK TO BE PERFORMED
18. Will your business provide trucking company services on this project? Yes No
If marked YES, please complete items a. to c. below. If answered NO, answer “Not Applicable.”
a. How many trucks does your company own? ____________________
b. How many trucks does your company lease? ____________________
c. How many trucks are registered to your company? ____________________
PART C: 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.
Business Name:
Authorized Signature:
Printed Name:
(Signature of Director, Officer, General Partner or similarly situated Principal of the Business)
Title:
Date:
1Northern America Industry Classification System (NAICS) are provided by Metro Certification 2United Nations Standard Products and Services (UNSPSC) are provided by the Department of General Services To receive credit, your firm must be certified in applicable codes
| Business Name_3: |
| IFBRFPRFIQ Number_4: |
| Project Name_2: |
| SBE: |
| If yes LSBE certification date: |
| YES: |
| DVBE: |
| YES_2: |
| Business Name_4: |
| Name of Certifying Agency: |
| SBE_2: |
| Business Name_5: |
| Name of Certifying Agency_2: |
| SBE_3: |
| Business Name_6: |
| Name of Certifying Agency_3: |
| SBE_4: |
| NonSBE: |
| NO: |
| NonDVBE: |
| NO_2: |
| DVBE_2: |
| NonCert: |
| DVBE_3: |
| NonCert_2: |
| DVBE_4: |
| NonCert_3: |
| Primary Business Address: |
| Mailing Address: |
| County Business is located in: |
| Name of Contact Person: |
| undefined_5: |
| Phone: |
| undefined_6: |
| undefined_7: |
| Email Address: |
| undefined_8: |
| undefined_9: |
| undefined_10: |
| Age of Business: |
| Years and: |
| License Type: |
| License: |
| Expiration: |
| Less than 500000: Off |
| 500000 to 1000000: Off |
| 1000000 to 2000000: Off |
| 2000000 to 5000000: Off |
| 5000000 to 25000000: Off |
| Over 25000000: Off |
| DIR Registration No: |
| DIR Registration Date: |
| PART B WORK DESCRIPTIONS: |
| DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow1: |
| ONLY LIST APPLICABLE NAICS CODES OR UNSPSC CODES FOR THE WORK TO BE PERFORMEDRow1: |
| DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow2: |
| ONLY LIST APPLICABLE NAICS CODES OR UNSPSC CODES FOR THE WORK TO BE PERFORMEDRow2: |
| DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow3: |
| ONLY LIST APPLICABLE NAICS CODES OR UNSPSC CODES FOR THE WORK TO BE PERFORMEDRow3: |
| DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow4: |
| ONLY LIST APPLICABLE NAICS CODES OR UNSPSC CODES FOR THE WORK TO BE PERFORMEDRow4: |
| DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow5: |
| ONLY LIST APPLICABLE NAICS CODES OR UNSPSC CODES FOR THE WORK TO BE PERFORMEDRow5: |
| DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow6: |
| ONLY LIST APPLICABLE NAICS CODES OR UNSPSC CODES FOR THE WORK TO BE PERFORMEDRow6: |
| DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow7: |
| ONLY LIST APPLICABLE NAICS CODES OR UNSPSC CODES FOR THE WORK TO BE PERFORMEDRow7: |
| undefined_11: Off |
| If marked YES please complete items a to c below If answered NO answer Not Applicable: |
| 1_6: |
| 2_6: |
| Business Name_7: |
| Printed Name_2: |
| undefined_12: |
| undefined_13: |
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