Instructions on Completing SBE-M-WBE Schedules1-2 Final with attachments.pdf
PDF 3 MB Posted
- Attached to
- PRE-QUALIFICATION FOR DOOR REPLACEMENT SERVICES
- Solicitation number
- RPQ 680 22-113/SS 7
- Issued by
- Palm Beach County, Florida
About this file
This document provides instructions for completing Subcontractor/Subconsultant Schedules 1 and 2 required by the Palm Beach County Office of Economic and Business Opportunity (OEBO) for the Poseidon Place - Demolition (RE-BID) project, solicitation number 2021-047109-R2. Schedule 1 must be completed by the prime contractor and submitted with the bid or proposal, listing the prime contractor's information and dollar amount or percentage of work, along with all subcontractors and subconsultants and their respective certifications as Small Business Enterprise (SBE), Women Business Enterprise (WBE), Minority Business Enterprise (MBE), or non-certified businesses. Schedule 2 is a binding letter of intent that must be properly executed by all subcontractors, subconsultants, and any tiered subcontractors, specifying in detail the scope of work, line items, descriptions, unit prices, quantities, and total prices or percentages. The sample submission demonstrates a prime contractor, Demolition Company, Inc., with 80 percent of work, utilizing two subcontractors: Rugs R Us with 5 percent ($5,000) for furnishing and installing flooring, and Painting R Us with 15 percent ($15,000) for painting and wallpaper services, for a total bid price of $100,000 with $15,000 in certified S/M/WBE participation.
Failure to submit properly executed Schedules 1 and 2 may render a submittal non-responsive to SBE requirements. Only firms certified by Palm Beach County at the time of solicitation opening or the due date are eligible to meet the established OEBO Affirmative Procurement Initiative (API). The S/M/WBE credit is awarded only for areas in which the certified business is actually certified. The prime contractor must certify the accuracy of information provided and sign and date all forms. Modification of the forms is not permitted and will result in rejection upon submittal. Both the sample Schedule 1 and Schedule 2 forms were executed on May 1, 2023, with signatures from authorized representatives of the prime contractor and subcontractors.
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Other files
| File | Type | Posted |
|---|---|---|
| 22-113-SS.pdf | ||
| 22-113-SS_1_12-22-22.pdf | ||
| 22-113-SS_Amendment 2.pdf | ||
| 22-113-SS_3_07-02-25.pdf |
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Text version
INSTRUCTIONS ON COMPLETING SUBCONTRACTOR/SUBCONSULTANT
SCHEDULES 1 - 2
Respondents are required to complete and properly execute the required OEBO schedules when responding to a solicitation and when submitting requests for payment after contract award.
Subcontractor/Subconsultant Schedules 1 and 2 are required to be submitted with the bid or proposals in order to be deemed responsive to the SBE requirements, when applicable. Failure to submit properly executed Schedules 1 and 2 may deem the submittal as non-responsive.
Important Points to Remember
A. Schedule 1 MUST be completed by the Prime Contractor and submitted with their bid or proposal.
1. All Prime Contractors, regardless of their certification status, must properly complete section “A” of this form. List the Company name, address, contact person and information along with the dollar amount or percentage of work to be completed by the prime.
2. Section “B” of this form must list all the Subcontractor(s)/Subconsultant(s) to be utilized on this project. Please check the appropriate box if the Subcontractor(s)/Subconsultant(s) is certified as an SBE, WBE, MBE or Non-SBE.
3. If the Subcontractor/Subconsultant is a certified business, please place the dollar amount or percentage of work in the appropriate race category. The race category indicated on the
Schedule 1 should match the Schedule 2.
4. Make sure to write the total bid price dollar amount and SBE-M/WBE participation dollar amount or percentage of work at the bottom of the form.
5. The Prime must print, sign and date the form.
B. Schedule 2 MUST be properly executed and submitted with the bid/proposal for all
Subcontractors/Subconsultants listed on Schedule 1.
1. Specify in detail: The line items, if available; a specific description of work, material associated with each line item or overall project; the total price or percentage of work for each line item; and a grand total dollar amount or percentage for all line items or overall project work.
2. If there is a portion of the description of work that will not be performed by a subcontractor, the subcontractor that will be performing that portion of work must be identified. The name along with the dollar amount or percentage of work must be written in the [red box] on the
Schedule 2 form. A separate, properly executed Schedule 2 must be submitted for all tiered
Subcontractors/Subconsultants.
3. The Subcontractor must print, sign and date the form.
4. SBE Prime Contractors must complete a properly executed Schedule 2 in order to be considered responsive to the OEBO API approved for the solicitation.
Please see the sample Schedules for more details.
OEBO SCHEDULE 1
SOLICITATION/PROJECT/BID NAME: Poseidon Place - Demolition (RE-BID) SOLICITATION/PROJECT/BID NO.: 2021-047109-R2
SOLICITATION OPENING/SUBMITTAL DATE: COUNTY DEPARTMENT: _
Section A PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY THE PRIME CONTRACTOR/CONSULTANT* ON THE PROJECT:
NAME OF PRIME RESPONDENT/BIDDER: ADDRESS: _
CONTACT PERSON: PHONE NO.: E-MAIL:
PRIME’S DOLLAR AMOUNT OR PERCENTAGE OF WORK: Non-SBE MBE WBE SBE
Section B PLEASE LIST THE DOLLAR AMOUNT OR PERCENTAGE OF WORK TO BE COMPLETED BY ALL SUBCONTRACTORS/SUBCONSULTANTS ON THE PROJECT BELOW:
Subcontractor/Sub consultant Name DIRECTION: List Firm Name, Address, & Provide PBC Vendor ID#. (https://www.pbcgov.org/pbcvendors)
(Check all Applicable Categories)
MBE WBE SBE
Non-SBE Minority Women Small
Business Business Business
Black
DOLLAR AMOUNT OR PERCENTAGE OF WORK
Hispanic Women Caucasian Asian Other
1.
2.
3.
4.
5.
(Please use additional sheets if necessary)
Total Bid/Offer Price $ Total
Total Certified S/M/WBE Participation $
I hereby certify that the above information is accurate to the best of my knowledge: _
Name & Authorized Signature Title
Note: 1. The amount listed on this form for a Subcontractor/sub consultant must be supported by price or percentage listed on the properly executed Schedule 2 or attached signed proposal.
2. Only those firms certified by Palm Beach County at the time of solicitation opening or due date are eligible to meet the established OEBO Affirmative Procurement Initiative (API). Please check the applicable box and list the dollar amount or percentage under the appropriate demographic category.
3. Modification of this form is not permitted and will be rejected upon submittal.
REVISED 06/30/2022
*SMWBE Primes must include their percentage or dollar amount in the Total Participation line under section B.
May 15, 2023 Facilities Development & Operations http://www.pbcgov.org/pbcvendors) http://www.pbcgov.org/pbcvendors)
OEBO LETTER OF INTENT – SCHEDULE 2
A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant (for any tier) and should be treated as such. The Schedule 2 shall contain bolded language indicating that by signing the Schedule 2, both parties recognize this Schedule as a binding document. All Subcontractors/subconsultants, including any tiered Subcontractors/subconsultants, must properly execute this document. Each properly executed Schedule 2 must be submitted with the bid/proposal.
SOLICITATION/PROJECT NUMBER: 2021-047109-R2
SOLICITATION/PROJECT NAME: Poseidon Place - Demolition
Prime Contractor: Subcontractor:
(Check box(s) that apply)
SBE WBE MBE M/WBE XNon-S/M/WBE Date of Palm Beach County Certification (if applicable): _.
The undersigned affirms they are the following (select one from each column if applicable):
Column 1 Column 2 Column 3
Male Female African-American/Black Asian American Caucasian American Supplier
Hispanic American Native American
S/M/WBE PARTICIPATION – S/M/WBE Primes must document all work to be performed by their own work force on this form. Failure to submit a properly executed Schedule 2 for any S/M/WBE participation may result in that participation not being counted. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. S/M/WBE credit will only be given for the areas in which the S/M/WBE is certified. A detailed proposal may be attached to a properly executed Schedule 2.
Line
Item
Item Description Unit Price Quantity/
Units
Contingencies/
Allowances
Total Price/Percentage
The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage:
Print Name of Prime Print Name of Subcontractor/subconsultant
By: By:
Authorized Signature Authorized Signature
Print Name Print Name
Title Title
Date: Date: _
Revised 09/17/2019
If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.
Price or Percentage:
Name of 2nd/3rd tier Subcontractor/subconsultant
OEBO LETTER OF INTENT – SCHEDULE 2
A completed Schedule 2 is a binding document between the Prime Contractor/consultant and a Subcontractor/subconsultant (for any tier) and should be treated as such. The Schedule 2 shall contain bolded language indicating that by signing the Schedule 2, both parties recognize this Schedule as a binding document. All Subcontractors/subconsultants, including any tiered Subcontractors/subconsultants, must properly execute this document. Each properly executed Schedule 2 must be submitted with the bid/proposal.
SOLICITATION/PROJECT NUMBER: 2021-047109-R2
SOLICITATION/PROJECT NAME: Poseidon Place - Demolition
Prime Contractor: Subcontractor:
(Check box(s) that apply)
SBE WBE MBE M/WBE Non-S/M/WBE Date of Palm Beach County Certification (if applicable): _.
The undersigned affirms they are the following (select one from each column if applicable):
Column 1 Column 2 Column 3
Male Female African-American/Black Asian American Caucasian American Supplier
Hispanic American Native American
S/M/WBE PARTICIPATION – S/M/WBE Primes must document all work to be performed by their own work force on this form. Failure to submit a properly executed Schedule 2 for any S/M/WBE participation may result in that participation not being counted. Specify in detail, the scope of work to be performed or items supplied with the dollar amount and/or percentage for each work item. S/M/WBE credit will only be given for the areas in which the S/M/WBE is certified. A detailed proposal may be attached to a properly executed Schedule 2.
Line
Item
Item Description Unit Price Quantity/
Units
Contingencies/
Allowances
Total Price/Percentage
The undersigned Subcontractor/subconsultant is prepared to self-perform the above-described work in conjunction with the aforementioned project at the following total price or percentage:
Print Name of Prime Print Name of Subcontractor/subconsultant
By: By:
Authorized Signature Authorized Signature
Print Name Print Name
Title Title
Date: Date: _
Revised 09/17/2019
If the undersigned intends to subcontract any portion of this work to another Subcontractor/subconsultant, please list the business name and the amount below accompanied by a separate properly executed Schedule 2.
Price or Percentage:
Name of 2nd/3rd tier Subcontractor/subconsultant
| Rug Schedule 2.pdf |
| Blank Page |
| Wall Paper Painting.pdf |
| Blank Page |
| SOLICITATION OPENINGSUBMITTAL DATE: |
| COUNTY DEPARTMENT: |
| ADDRESS: 1234 Military Trail, WPB 33415 |
| NAME OF PRIME RESPONDENTBIDDER: Demolition Company, Inc. |
| CONTACT PERSON: Mary Jane Smith |
| PHONE NO: 561-666-5555 |
| EMAIL: smith@demo.company |
| PRIMES DOLLAR AMOUNT OR PERCENTAGE OF WORK: 80% |
| NonSBE: |
| MBE: |
| WBE: |
| undefined: |
| undefined_20: |
| undefined_10: |
| undefined_2: |
| undefined_13: |
| undefined_12: |
| undefined_11: |
| undefined_8: |
| undefined_7: |
| undefined_6: |
| undefined_3: |
| undefined_9: |
| undefined_4: |
| undefined_5: |
| undefined_39: |
| undefined_38: |
| undefined_37: |
| undefined_36: |
| undefined_35: |
| undefined_34: |
| undefined_29: |
| undefined_28: |
| undefined_27: 5% |
| undefined_26: |
| undefined_25: |
| undefined_24: |
| undefined_19: |
| undefined_18: |
| undefined_17: |
| undefined_16: |
| undefined_15: 15% |
| undefined_14: |
| Vendor ID httpswwwpbcgovorgpbcvendors: Painting R Us |
| 2: Rugs R Us |
| 3: |
| 4: |
| 5: |
| Total BidOffer Price: $100,000 |
| Total Certified SMWBE Participation: $15,000 |
| undefined_21: |
| undefined_22: |
| undefined_23: |
| undefined_32: |
| undefined_33: |
| undefined_44: |
| undefined_43: |
| undefined_42: $5,000 |
| undefined_41: |
| undefined_40: $15,000 |
| Total: |
| I hereby certify that the above information is accurate to the best of my knowledge: Signature and Printed Name |
| undefined_30: |
| undefined_31: |
| Title: President |
| Check Box2: Yes |
| Check Box3: Yes |
| Check Box5: Off |
| Check Box6: Off |
| Check Box28: Yes |
| Check boxs that apply: Demolition Company, Inc. |
| Subcontractor: Rugs R Us |
| undefined_45: |
| Line ItemRow1: |
| Item DescriptionRow1: Furnish and Install Flooring |
| Unit PriceRow1: |
| Quantity UnitsRow1: |
| Contingencies AllowancesRow1: |
| Total PricePercentageRow1: $5,000 |
| Line ItemRow2: |
| Item DescriptionRow2: |
| Unit PriceRow2: |
| Quantity UnitsRow2: |
| Contingencies AllowancesRow2: |
| Total PricePercentageRow2: |
| Line ItemRow3: |
| Item DescriptionRow3: |
| Unit PriceRow3: |
| Quantity UnitsRow3: |
| Contingencies AllowancesRow3: |
| Total PricePercentageRow3: |
| Line ItemRow4: |
| Item DescriptionRow4: |
| Unit PriceRow4: |
| Quantity UnitsRow4: |
| Contingencies AllowancesRow4: |
| Total PricePercentageRow4: |
| Line ItemRow5: |
| Item DescriptionRow5: |
| Unit PriceRow5: |
| Quantity UnitsRow5: |
| Contingencies AllowancesRow5: |
| Total PricePercentageRow5: |
| Line ItemRow6: |
| Item DescriptionRow6: |
| Unit PriceRow6: |
| Quantity UnitsRow6: |
| Contingencies AllowancesRow6: |
| Total PricePercentageRow6: |
| project at the following total price or percentage: $5,000 |
| Name of 2nd3rd tier Subcontractorsubconsultant: |
| Price or Percentage: |
| Print Name of Prime: Demolition Company, Inc. |
| Print Name of Subcontractorsubconsultant: Rugs R Us |
| Print Name: Jane Ann Smith |
| Print Name_2: Joseph James |
| Title_2: President |
| Title_3: President |
| Date: May 01, 2023 |
| Date_2: May 01, 2023 |
| Text12: Jane Ann Smith |
| Text13: Joseph James |
| Check Box14: Yes |
| Check Box15: Off |
| Check Box21: Yes |
| Check boxs that apply0: Demolition Company, Inc. |
| Subcontractor1: Painting R Us |
| undefined_452: 12.01.2022 |
| Line ItemRow13: |
| Item DescriptionRow14: Painting |
| Unit PriceRow15: |
| Quantity UnitsRow16: |
| Contingencies AllowancesRow17: |
| Total PricePercentageRow18: $5,000 |
| Line ItemRow29: |
| Item DescriptionRow210: Wall Paper |
| Unit PriceRow211: |
| Quantity UnitsRow212: |
| Contingencies AllowancesRow213: |
| Total PricePercentageRow214: $10,000 |
| Line ItemRow315: |
| Item DescriptionRow316: |
| Unit PriceRow317: |
| Quantity UnitsRow318: |
| Contingencies AllowancesRow319: |
| Total PricePercentageRow320: |
| Line ItemRow421: |
| Item DescriptionRow422: |
| Unit PriceRow423: |
| Quantity UnitsRow424: |
| Contingencies AllowancesRow425: |
| Total PricePercentageRow426: |
| Line ItemRow527: |
| Item DescriptionRow528: |
| Unit PriceRow529: |
| Quantity UnitsRow530: |
| Contingencies AllowancesRow531: |
| Total PricePercentageRow532: |
| Line ItemRow633: |
| Item DescriptionRow634: |
| Unit PriceRow635: |
| Quantity UnitsRow636: |
| Contingencies AllowancesRow637: |
| Total PricePercentageRow638: |
| project at the following total price or percentage39: $15,000 |
| Name of 2nd3rd tier Subcontractorsubconsultant40: |
| Price or Percentage41: |
| Print Name of Prime42: Demolition Company, Inc. |
| Print Name of Subcontractorsubconsultant43: Painting R Us |
| Print Name44: Jane Ann Smith |
| Print Name_245: Joanne Painter |
| Title_246: President |
| Title_347: President |
| Date48: May 01, 2023 |
| Date_249: May 01, 2023 |
| Text1250: Jane Ann Smith - Signature |
| Text1351: Joanne Painter - Signature |
| Check Box1552: Off |
| Check Box22: Yes |
| Check Box23: Yes |
| Check Box26: Yes |
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