RFQQ_2413-855_Att_F_Cont_Intake_Form.pdf

NEW CONTRACTOR INTAKE Page 1 of 4

DSHS 27-043 (REV. 04/2023)

New Contractor Intake Instructions

All New DSHS Contractors must:

• Complete, sign and submit the Intake Form to the Department of Social and Health Services (DSHS).

• Register in the Statewide Payee Registration System. This system is maintained by the Washington State Department of

Enterprise Services (DES) to process payments for all Washington state agencies. To register, follow the online instructions at https://ofm.wa.gov/it-systems/accounting-systems/statewide-vendorpayee-services. You must complete this step in order to be paid.

Please do not return this DSHS Contractor Intake Form to DES; they will not process it.

All Existing DSHS Contractors who have changed their business name or business organization, or experienced other significant changes, must:

• Update their information in the Statewide Payee Registration System by following the instructions at https://ofm.wa.gov/it-systems/accounting-systems/statewide-vendorpayee-services/changing-your-vendor-registration.

• Complete, sign and submit a new Contractor Intake form to the Department of Social and Health Services (DSHS).

Section One: Contractor Name/Business Organization

1. Contractor name.

• For an Individual or Sole Proprietor, enter your name as shown on your Social Security card on the “Name” line. Sole Proprietors provide Last Name, First Name, Middle Name, and Suffix.

• Other entities. Enter your business name as shown on the legal document creating the entity.

2. Business Organization. Please mark only one.

• If you are a nonresident alien foreign person or a business entity established in another state or country, the IRS may require you to complete Form W-8.

• If you are a Non-profit Corporation or a Faith-Based Non-Profit Corporation attach a copy of your 501(c) status.

3. Taxpayer Identification Number (TIN).

• Individual or Sole Proprietor - If you are a sole proprietor you may enter either your Social Security Number (SSN), or if you have one, your federal Employer Identification Number (EIN).

• Other Business Entities - Enter the entity’s Employer Identification Number (EIN). If the entity does not have an EIN, enter the SSN of the owner of the business.

• Resident alien. - If you are a resident alien and you do not have and are not eligible to get an SSN, your TIN is your IRS individual taxpayer identification number (ITIN). Enter it in the SSN box.

4. Default Reported, Waiver Certification, Fiscal Year, UBI Number, Business License, and Unique Entity Identifier (UEI) Number.

• List any contracts that you have had with the state that have been terminated for default.

• Certify whether you require your employees to sign mandatory individual arbitration clauses or class or collective action waivers.

For more information review https://des.wa.gov/services/training/contracts-procurement-training/workers-rights.

• Provide your fiscal year end date.

• Provide your Washington State Uniform Business Identifier (UBI) Number.

• Attach a copy of your State Master Business License. You may be exempt from registering with the State of Washington under certain circumstances. For more information review: http://bls.dor.wa.gov/faqlicense.aspx

• Provide your Unique Entity Identifier (UEI) Number.

Section Two: Contractor Primary Address Enter the primary address information of your business. If this form is for a new DSHS contract, and you want to provide a contract-specific address in addition to your primary one, please do so in Section Five.

Section Three: Contractor Ownership Check those that, in your opinion, apply to your organization. Please provide a certification number, if available. For the definition of microbusiness, minibusiness and small business, see RCW 39.26.010 (16), (17) and (22).

Section Four: Contractor Contact Person(s) Enter the primary contact information, and job title, for your business. If you are completing this form for a new DSHS contract, and you want to provide a contract-specific contact person other than your primary one, please do so in Section Five.

Section Five: Additional Information

1. Contractor Additional Addresses. If applicable, provide additional addresses used for DSHS Contracts.

2. Contractor Additional Staff. If applicable, provide additional staff information for DSHS Contracts. Additional staff may include those who have authority to sign a DSHS contract on behalf of the business, and are referred to as a signatory.

Section Six: Contractor Certification You must sign, date, and return this form before DSHS will issue a contract.

https://ofm.wa.gov/it-systems/accounting-systems/statewide-vendorpayee-services https://ofm.wa.gov/it-systems/accounting-systems/statewide-vendorpayee-services/changing-your-vendor-registration https://ofm.wa.gov/it-systems/accounting-systems/statewide-vendorpayee-services/changing-your-vendor-registration https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fdes.wa.gov%2Fservices%2Ftraining%2Fcontracts-procurement-training%2Fworkers-rights&data=05%7C01%7Cmillie.brombacher%40dshs.wa.gov%7Cc4faf80200a440a6bc2a08db40ff5a4e%7C11d0e217264e400a8ba057dcc127d72d%7C0%7C0%7C638175237963578137%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=7isqBu0w8Q3O3uuahZp7ibcolEkCwvTr91Wv79a1xfU%3D&reserved=0 http://bls.dor.wa.gov/faqlicense.aspx

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New Contractor Intake

Section One: Contractor Name/Business Organization (DSHS staff enter on ACD Intake Detail screen)

1. CONTRACTOR NAME

DBA OR FACILITY NAME

2. BUSINESS ORGANIZATION

Individual or Sole Proprietor General Partnership Non-Profit Corporation (Attach a copy of 501(c) status) Limited Liability Partnership (LLP) For Profit Corporation Limited Liability Limited Partnership (LLLP) Faith Based (FBO) Non-Profit Corporation Limited Liability Company, filing as a Corporation Faith Based (FBO) Unincorporated Limited Liability Company, filing as a Partnership Governmental Entity Limited Liability Company, filing as a Sole Proprietor Foreign Person or Entity

If your business is NOT a sole proprietorship, attach a list of the partners, members, directors, officers, and board members.

3. TAXPAYER IDENTIFICATION NUMBER (TIN)

Enter your TIN in the appropriate box.

• For individuals, this may be your Social Security Number

(SSN).

• For other entities, it is your Employer Identification Number.

Social Security Number

OR

Employer Identification Number

(Enter all 9 numbers, NO DASHES)

(Enter all 9 numbers, NO DASHES)

4. DEFAULT REPORTED, DETERMINATION OF CONTRACTOR STATUS, WAIVER CERTIFICATION, FISCAL YEAR, UBI NUMBER, BUSINESS

LICENSE, AND UEI NUMBER

Have you had any contract with the state terminated for default?

Yes No

If yes, attach a list of terminated contracts with an explanation why each contract was terminated.

Are you or any member of your staff a current employee of DSHS?

Yes No

If yes, attach a brief explanation describing you or your employees duties as a DSHS employee.

Does your business require its employees to sign or agree to, as a condition of employment, mandatory individual arbitration clauses or class or collective action waivers?

Yes No

Is your fiscal year end the same as the calendar year (January 1 through December 31)?

Yes No

If the answer is no, what is your fiscal year end date?

What is your Washington State Uniform Business Identifier (UBI) Number? (Enter all 9 numbers, NO DASHES)

Attach a copy of your current Washington State Master Business License or explain below why you are exempt from registering your business with the State of Washington. (See page 1 for information on exemptions.)

What is your Unique Entity Identifier (UEI) number? (Enter all numbers, NO DASHES).

Section Two: Contractor Primary Address (DSHS staff enter on ACD Intake Detail screen)

CONTRACTOR PRIMARY ADDRESS (NUMBER, STREET, AND APARTMENT OR SUITE NUMBER)

CITY, STATE, AND ZIP CODE

EMAIL ADDRESS

COUNTY WHERE PRIMARY ADDRESS IS (FOR OUT-OF-STATE CONTRACTORS)

PHONE NUMBER (INCLUDE AREA CODE)

FAX NUMBER (INCLUDE AREA CODE)

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Section Three: Contractor Ownership Type (DSHS staff enter, as applicable, on ACD Intake Detail screen) Is your business owned by a person (or persons) who is (or are) (Check all that apply):

No Yes; but we are NOT certified*

Yes and we ARE Certified* Certification Number

A Woman?

A Minority?

A Veteran?

*Certified means either the business entity (or, when the business is a sole proprietorship, the individual) has received a certification number from Washington State’s Office of Minority and Women-Owned Business Enterprises (OMWBE) www.omwbe.wa.gov, or Department of Veterans’ Affairs (DVA).

Is your business a certified Disadvantaged Business Entity? No Yes, Certification No.

Does your business qualify as a Microbusiness, Minibusiness, or Small Business under RCW 39.26.010? No Yes

Section Four: Contractor Primary Contact Person (DSHS staff enter on ACD Intake Detail screen)

Primary contact person is a(n):

Owner Officer or Board Member Partner Staff Member Elected Official

Other (please identify) (DSHS staff enter as applicable on ACD)

Is the primary contact person authorized to sign contracts? Yes No

PRIMARY CONTACT NAME AND JOB TITLE

FAX NUMBER (INCLUDE AREA CODE)

PRIMARY CONTACT EMAIL ADDRESS

CELLULAR PHONE NUMBER (INCLUDE AREA CODE)

Section Five: Additional Information (DSHS staff enter on Intake Detail – Sub Information Summary screens)

1. ADDITIONAL CONTRACTOR ADDRESSES: IF YOU HAVE MORE THAN TWO ADDITIONAL ADDRESSES, YOU MAY ATTACH

A LISTING OF ADDITIONAL ADDRESSES.

ADDRESS

DESCRIPTION

ADDITIONAL ADDRESS (NUMBER, STREET, AND APARTMENT OR SUITE NUMBER)

Billing address Facility address Mailing address

ADDRESS

DESCRIPTION

ADDITIONAL ADDRESS (NUMBER, STREET, AND APARTMENT OR SUITE NUMBER)

Billing address Facility address Mailing address http://www.omwbe.wa.gov/ http://app.leg.wa.gov/RCW/default.aspx?cite=39.26.010

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2. ADDITIONAL STAFF: IF YOU HAVE MORE THAN TWO ADDITIONAL STAFF (LISTED BELOW), WHO ARE ALSO RELEVANT TO YOUR

DSHS CONTRACTS, PLEASE PROVIDE INFORMATION ABOUT THOSE STAFF ON A SEPARATE PAGE.

Additional staff person is a(n):

Officer or Board Member Partner Staff Member Elected Official Other (please identify) (DSHS staff enter as applicable on ACD)

Is the additional staff authorized to sign contracts? Yes No

Is the additional staff a contact for DSHS contracts? Yes No

ADDITIONAL STAFF NAME AND TITLE

ADDITIONAL STAFF EMAIL ADDRESS

FAX NUMBER (INCLUDE AREA CODE)

CELLULAR PHONE NUMBER (INCLUDE AREA CODE)

Additional staff person is a(n):

Officer or Board Member Partner Staff Member Elected Official Other (please identify) (DSHS staff enter as applicable on ACD)

Is the additional staff authorized to sign contracts? Yes No

Is the additional staff a contact for DSHS contracts? Yes No

ADDITIONAL STAFF NAME

ADDITIONAL STAFF EMAIL ADDRESS

FAX NUMBER (INCLUDE AREA CODE)

CELLULAR PHONE NUMBER (INCLUDE AREA CODE)

Section Six: Contractor Certification (DSHS staff enter on ACD Intake Detail as Intake Form Date) You must sign, date, and return this form.

I certify, under penalty of perjury as provided by the laws of the State of Washington, that all of the foregoing statements are true and correct, and that I will notify DSHS of any changes in any statement.

SIGNATURE DATE

PRINTED NAME

TITLE

ATTACHED SUPPORTING DOCUMENTATION CHECKLIST

Copy of your W-9 - Request or Taxpayer Identification Number and Certification Copy of statement showing non-profit 501(c) status (if applicable) List of partners, members, directors, officers, and board members (not applicable to sole proprietors) Copy of your Washington State Master Business License or proof of exemption List of any contracts you have had with the state that have been terminated for default, including a brief explanation (if applicable) List of Additional Addresses (if applicable) List of Additional Staff (if applicable) Copy of your Certificate of Insurance (if applicable)