FORM 3 - SBE BUSINESS DATA SHEET.pdf

PDF 131 KB Posted

Attached to
High-Rise Fire Safety Program and Training
Solicitation number
PS143477
Issued by
California

About this file

This is a Small Business Enterprise (SBE) Business Data Sheet form designed to collect standardized information from small business contractors regarding their business qualifications and capabilities. The form serves as a primary documentation tool for state and local procurement agencies to verify SBE status and gather essential business data during the contracting process. The document requests comprehensive information about the business entity, including ownership structure, years in operation, number of employees, annual revenue, business classification codes, and certification details. It establishes the framework for collecting data necessary to determine eligibility for set-aside contracts and to maintain records of small business participation across state and local government procurement activities.

The form functions as a critical compliance and documentation instrument within government contracting procedures, ensuring that businesses claiming SBE status provide verifiable information regarding their size, structure, and operational history. Completion of this data sheet is typically required during the bidding process or as a condition of contract award to substantiate small business claims. The information collected through this form feeds into government databases that track small business utilization, support diversity in contracting, and help agencies meet statutory small business participation goals. No specific pricing terms, contract amounts, or project details appear on this form, as it serves primarily as a qualification and data collection document rather than a procurement solicitation with defined deliverables or financial parameters.

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Text version

FORM 3 - BUSINESS DATA SHEET Page 1 of 2

TO BE COMPLETED BY PRIME AND ALL SUBCONTRACTORS IDENTIFIED AT ANY TIER ON THE

SUCONTRACTOR LISTING FORM OR FORM 1 AND ATTACHMENT A TO FORM 1

Part A: Business Data

1. Business Name: _______________________________________________________________________________________

2. Is your business a SBE? YES NO

(If marked “SBE”, a copy of the certification letter for this business must be attached to this Form)

3.

a. If you answered yes to question 2, is your business currently a SBE certified by California Unified Certification Program (CUCP)? YES NO

b. Certified by an organization outside of California? YES NO

Name of Certifying Agency:__________________________________________

4. Is your business which will be performing the work on this Project a Joint Venture or participating in a Joint Venture for this

Project?

(If answered YES, the Joint Venture Agreement must be submitted with the bid) YES NO

5. If you answered yes to question 4, provide the name of the Joint Venture (JV), the name of each Partner or Member of the

Joint Venture, indicate whether a Joint Venture Partner or Member is an SBE, and the name of the Certifying Agency of the SBE Joint Venture Partner or Member as well as a copy of the certification letter.

a. Name of Joint Venture (JV): ________________________________________________

Business Name of JV Partner/Member: ______________________________________ SBE Non-SBE Name of Certifying Agency: ________________________________________________

Business Name of JV Partner/Member: ______________________________________ SBE Non-SBE

Business Name of JV Partner/Member: _______________________________________ SBE Non-SBE

5. Primary Business Address: _____________________________________________________________________________

(Street) (City) (State) (Zip)

6. Mailing Address: _____________________________________________________________________________________

(Street) (City) (State) (Zip)

7. County Business is located in: ___________________________________________________________________________

8. Name of Contact Person: ________________________________, _____________________________________________ (Name) (Title)

9. Owner’(s) Ethnicity: ___________________________________________________________________________________

11. Phone: ( ) _________ - ______________ 12. Email Address:________________________________

13. Fax: ( ) _________ - ______________ 14. Age of Business: ______ Years, and _______ Months

15. If your business requires a license, complete below. 16. 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

FORM 3 - BUSINESS DATA SHEET (Continued) Page 2 of 2 Part B: Work Descriptions

18. Identify the scope of work and corresponding North American Industry Classification System (NAICS)

Code(s) that will be performed by this business of the project that is the subject of the procurement.1

DESCRIPTION OF WORK OR SERVICE TO BE

PERFORMED, OR MATERIALS SUPPLIED ON THIS

CONTRACT

ONLY LIST APPLICABLE NAICS CODE(S) (6

DIGITS) FOR WORK TO BE PERFORMED

19. 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 believes, and thereon attests, that to the best of its knowledge and information, that the information set forth on this page and any attachments, is current, complete and accurate.

Business Name:

Authorized Signature:

Printed Name:

Title:

Date:

1To receive credit, SBE firms must be certified in applicable NAICS Codes for listed scope of work.

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
Business Name:
YES:
NO:
YES_2:
NO_2:
YES_3:
NO_3:
Name of Certifying Agency:
YES_4:
NO_4:
Name of Joint Venture JV:
Business Name of JV PartnerMember:
Name of Certifying Agency_2:
SBE:
NonSBE:
Business Name of JV PartnerMember_2:
Name of Certifying Agency_3:
SBE_2:
NonSBE_2:
Business Name of JV PartnerMember_3:
Name of Certifying Agency_4:
SBE_3:
NonSBE_3:
Primary Business Address:
Mailing Address:
County Business is located in:
Name of Contact Person:
undefined:
Owners Ethnicity:
undefined_3:
undefined_4:
undefined_5:
a License Type:
b License:
c Expiration:
Email Address:
Age of Business:
Years and:
Less than 500000: Off
500000 to 1000000: Off
1000000 to 2000000: Off
2000000 to 5000000: Off
5000000 to 25000000: Off
Over 25000000: Off
DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow1:
ONLY LIST APPLICABLE NAICS CODES 6 DIGITS FOR WORK TO BE PERFORMEDRow1:
DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow2:
ONLY LIST APPLICABLE NAICS CODES 6 DIGITS FOR WORK TO BE PERFORMEDRow2:
DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow3:
ONLY LIST APPLICABLE NAICS CODES 6 DIGITS FOR WORK TO BE PERFORMEDRow3:
DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow4:
ONLY LIST APPLICABLE NAICS CODES 6 DIGITS FOR WORK TO BE PERFORMEDRow4:
DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow5:
ONLY LIST APPLICABLE NAICS CODES 6 DIGITS FOR WORK TO BE PERFORMEDRow5:
DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow6:
ONLY LIST APPLICABLE NAICS CODES 6 DIGITS FOR WORK TO BE PERFORMEDRow6:
DESCRIPTION OF WORK OR SERVICE TO BE PERFORMED OR MATERIALS SUPPLIED ON THIS CONTRACTRow7:
ONLY LIST APPLICABLE NAICS CODES 6 DIGITS FOR WORK TO BE PERFORMEDRow7:
19 Will your business provide trucking company services on this project: Off
How many trucks does your company own:
How many trucks does your company lease:
How many trucks are registered to your company:
Business Name_2:
Printed Name 1:
Printed Name 2:
Printed Name 3:
undefined_2:
undefined_222:
undefined_2233:

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