FORM 3 - BUSINESS DATA SHEET.pdf

PDF 129 KB Posted

Attached to
Self-Performing Construction Work Feasibility Study
Solicitation number
PS136577(3)
Issued by
California

About this file

This is a Business Data Sheet form (Form 3) issued by Metro for use by prime contractors and all subcontractors responding to solicitations (IFB/RFP/RFIQ). The form is designed to document business information and certifications in compliance with the California Subletting & Subcontracting Fair Practices Act. Bidders are required to complete this form along with Form 1 (or Form 4) to fulfill statutory requirements. The form captures essential business identification data including legal business name, primary and mailing addresses, contact information, business age, and applicable licensing information. Additionally, the form documents the specific scope of work or services to be performed by the submitting business on the contract.

The form requires bidders to disclose Small Business Enterprise (SBE) certification status from Metro, Local SBE (LSBE) certification status, and Disabled Veteran Business Enterprise (DVBE) certification status from the California Department of General Services. Bidders must provide applicable industry classification codes—either Northern America Industry Classification System (NAICS) codes for SBE firms or United Nations Standard Products and Services (UNSPSC) codes for DVBE firms—corresponding to the work they will perform. The form also requires disclosure of joint venture participation and partner certifications, business annual gross receipts categorized in six brackets ranging from less than $500,000 to over $25,000,000, and Department of Industrial Relations (DIR) registration status if applicable. Trucking companies must disclose the number of trucks owned, leased, and registered to their business. All information must be certified as current and complete by a Director, Officer, General Partner, or similarly situated principal of the business.

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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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