UASGS Consultant Mandatory Form.pdf
PDF 66 KB Posted
- Attached to
- RFR MTRS Tax and Technical Legal Counsel
- Solicitation number
- BD-27-1106-1106C-MTRSC-131890
- Issued by
- Suffolk County, Massachusetts
About this file
This document is a Consultant Contractor Mandatory Submission Form required by the Massachusetts Teachers' Retirement System (MTRS) for consultant contract bidding. Bidders responding to the RFR for Tax and Technical Legal Counsel services must complete this form as part of their submission. The form requires bidders to provide additional income disclosure for any contracts, grants, or other income due from the Commonwealth of Massachusetts or its political subdivisions during the contract period; disclose all individuals with financial interest in the contract or those holding more than one percent interest in the contractor's capital stock; and submit resumes or statements of qualifications for all key personnel assigned to perform the contract. All sections must be completed, with N/A entered where applicable. Responses are due August 28, 2026, with technical questions due by August 18, 2026, and the estimated contract start date is October 20, 2026.
The form must be executed with an original handwritten signature by an authorized signatory of the bidder, who must also provide their title and date the document. This mandatory submission form applies specifically to consultant contracts within UASGS subsidiaries and is part of the broader evaluation criteria for the MTRS engagement, which includes firm and individual attorney experience, competitive cost, three required business references, and submission of additional required documentation including the Supplier Diversity Program Plan Form, Massachusetts Form W-9, and Prompt Pay Discount Form. The estimated maximum contract value is $30,000 per year with compensation based on hourly rates plus reasonable expenses, with an initial two-year term and two optional two-year renewals for a maximum six-year duration. The contract is restricted to MTRS use only, and the procurement is structured as a Small Business Purchasing Program set-aside with preference for registered SBPP participants meeting best-value criteria.
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Other files
| File | Type | Posted |
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| Business Reference Form~29.docx | DOCX document | |
| RFRSpecialTaxandTechCounsel_072426~1.docx | DOCX document | |
| form_w-9~7.pdf | ||
| form_prompt-pay-discount~2.pdf | ||
| Answers to Questions-RFR Tax and Technical Legal Counsel.xlsx | XLSX spreadsheet | |
| form_standard-contract.pdf | ||
| SDP_Plan_Form.xlsx | XLSX spreadsheet | |
| instructions_standard-contract-form~6.pdf | ||
| form_commonwealth-terms-and-conditions~1.pdf |
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Text version
CONSULTANT CONTRACTOR MANDATORY SUBMISSION FORM
COMPLETE THE FOLLOWING ONLY FOR CONSULTANT CONTRACTS
(Within HH and NN subsidiaries)
Bidder:________________________________________________________________________
RFR Name/Title: ________________________________________________________________ RFR Number: # _________________________________
Additional Income Disclosure. Pursuant to the provisions of M.G.L. c. 29, s 29A, the following amounts represent any contracts, grants or other income due from the Commonwealth of Massachusetts, including any political subdivision or public authority, during the period of a contract. Enter N/A if none. You may attach additional sheets as necessary.
Disclosure of Persons with Financial Interest. Pursuant to the provisions of M.G.L. c. 29, s 29A and c. 7A, s. 6., the following individuals have a financial interest in a contract and/or with more than one percent (1%) interest in the capital stock of the contractor. Enter N/A if none. You may attach additional sheets as necessary.
Key Personnel. Attach a resume or statement of qualifications for all key personnel specifically named in bidder's response to be assigned to the performance of a contract. Enter N/A if none.
The information submitted herein is certified by the Bidder to be accurate under the pains and penalties of perjury.
Signature of Authorized Signatory for Bidder: __________________________________________________
Title of Authorized Signatory for Bidder: _____________________________________________________
Date: __________________________________________________________
CONSULTANT CONTRACTOR MANDATORY
SUBMISSION FORM INSTRUCTIONS
The top part of this form is where the bidder enters his name on the "Bidder" line. The bidder's "RFR Name/Title" and "RFR Number" are entered on the next two lines by the bidder.
The bidder then fills in the next three sections if applicable. If none are applicable the bidder must enter N/A.
The bottom section the bidder live signs (original handwritten) on the "Signature of Authorized Signatory for Bidder" line. The bidder's title is entered on the "Title of Authorized Signatory Bidder" line. The bidder must also live date on the "Date" line of this form.
Please review this form after the bidder returns it to make sure all pertinent fields have been filled out properly.
Consultant Contractor Mandatory Submission Form
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