FORM 3 - SBE BUSINESS DATA SHEET.pdf

PDF 131 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) Business Data Sheet for a Third Party Administrator (TPA) Conflict Claims contract opportunity with Metro in California. The document requests information from potential vendors regarding their business qualifications, organizational structure, and small business enterprise certification status. The contract involves the delivery of administrative, operational, and compliance-related services for handling conflict claims on behalf of Metro in accordance with applicable laws, regulatory requirements, industry standards, and agreed-upon performance metrics. Specific details regarding response deadlines, site visits, bidders' conferences, award dates, and contract terms are not contained within this particular form document, as it functions primarily as a qualification and certification verification tool for interested bidders.

The SBE Business Data Sheet serves as a preliminary screening mechanism to establish vendor eligibility and small business status for the TPA Conflict Claims contract. This form collects essential business data necessary to evaluate whether prospective contractors meet Metro's participation requirements, including small business enterprise designations and related certifications. The form does not address pricing terms, funding sources, or incumbent information, as these elements are typically detailed in separate solicitation documents such as the Request for Proposal or formal bid specifications.

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EXHIBIT 7 - LIST OF COMPLETED CONTRACTS - LAST FIVE (5) YEARS.pdf PDF
EXHIBIT 5 - PROPOSAL LETTER.pdf PDF
FORM 4 - SBE AFFIRMATION.pdf PDF
FORM 1 - SBE PROPOSED SUBCONTRACTORS & SUPPLIERS.pdf PDF
RFP No. PS143950 - Third Party Administrator (TPA) Conflict Claims.pdf PDF
EXHIBIT E-1 - PAYMENT CERTIFICATION (CONTINUOUS).pdf PDF
EXHIBIT 6 - LIST OF CURRENT CONTRACTS - BACKLOG.pdf PDF
EXHIBIT B - PRICING AGREEMENT.pdf PDF
EXHIBIT 9 - GENERAL CERTIFICATIONS.pdf PDF
EXHIBIT 2A - SCHEDULE OF QUANTITIES AND PRICES.xlsx XLSX spreadsheet
EXHIBIT G - APPROVED SUBCONTRACTORS AND SUPPLIERS.pdf PDF
EXHIBIT E-2 - PAYMENT CERTIFICATION (FINAL).pdf PDF
EXHIBIT 8 - ETHICS DECLARATION.pdf PDF
EXHIBIT A - SCOPE OF SERVICES.pdf PDF
EXHIBIT D - DEOD CONTRACT COMPLIANCE MANUAL (SET-ASIDE).pdf PDF
FORM 5 - SBE BIDDERS LIST.pdf PDF
EXHIBIT 4 - LIST OF CERTIFIED FIRMS (RESERVED).pdf PDF
EXHIBIT 2B - FORM 60 INSTRUCTIONS - PROFESSIONAL SERVICES COST_PRICE SUMMARY.pdf PDF
RFP No. PS143950 - Amendment No. 1.pdf PDF
EXHIBIT C - WORK-COMPLETION_DELIVERABLE SCHEDULE (RESERVED).pdf PDF
EXHIBIT 10 - CERTIFICATE OF COMPLIANCE WITH 49 CFR PART 655.pdf PDF
EXHIBIT 11 - NONCOLLUSION AFFIDAVIT TO BE EXECUTED BY PROPOSER.pdf PDF
EXHIBIT G - APPROVED SUBCONTRACTORS AND SUPPLIERS (RESERVED).pdf PDF
EXHIBIT F - RELEASE OF CLAIMS.pdf PDF
EXHIBIT 3 - EVALUATION CRITERIA.pdf PDF
EXHIBIT 2B - FORM 60.xlsx XLSX spreadsheet
FORM 2 - SBE AFFIDAVIT.pdf PDF
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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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