Contractor Utilization Plan Form
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4CONTRACTOR UTILIZATION PLAN FORM
INSTRUCTIONS TO COMPLETING
CONTRACTOR UTILIZATION PLAN FORM
The Contractor Utilization Plan outlines the Proposer/Bidder’s team. All team members must be listed on the form
regardless of certification status. Make additional copies of the form if needed to include all team members.
Information to be provided:
o
Name, contact information and tax identification number of Prime, Subcontractors and Suppliers
o
Description of work to be performed by Prime, Subcontractors, and products to be provided by the Suppliers
o
Certification status of Prime, Subcontractor and Suppliers.
o
Percentage of the contract the Prime and each Subcontractor and Supplier will perform. Total should equal
100%
o
Price is only included for Invitations for Bid and on the final team plans for Requests for
Qualifications or Proposals.
Section 1 – Prime Contractor – this section is for the Proposer/Bidder’s information.
o
Contact and tax identification information
o
Type of work the Prime will perform
o
The certification status of the Prime
o
Percentage of the contract the Prime will perform
o
The dollar values of the contract for work performed by the Prime (see Information note regarding price
information)
Section 2 – Subcontractors – this section is for all Subcontractors’ information regardless of SBE/DBE certification
status.
o
Contact and tax identification information
o
Type of work the Subcontractor will perform
o
The certification status of the Subcontractor Proof of Certifications must be attached to the form.
Confirm acceptable certification in solicitation documents or on METRO website
- Small Business
o
Percentage of the contract the Subcontractor will perform
o
The dollar values of the contract for work performed by the Subcontractor (see Information note regarding
price information)
Section 3 – Suppliers – Manufactures – this section is for all Supply Manufacturer’s information.
o
Contact and tax identification information
o
Type of product the Manufacturer will provide
o
The certification status of the Manufacturer. Proof of Certifications must be attached to the form.
Confirm acceptable certification in solicitation documents or on METRO website
- Small Business
Percentage of the contract the Manufacturer will provide – products provided by the Manufacturer are
o
counted at 100%
o
The dollar values of the contract for work performed by the Manufacturer (see Information note regarding
price information)
Section 4 – Suppliers – Dealers – this section is for all Supply Dealer information.
o
Contact and tax identification information
o
Type of product the Dealer will provide
o
The certification status of the Dealer. Proof of Certifications must be attached to the form. Confirm
acceptable certification in solicitation documents or on METRO website
- Small Business
Percentage of the contract the Dealer will provide – products provided by the Dealer are counted at 60%
o
List percentage of effort at 100%
List percentage of effort at 60% - this is the amount that will be counted towards the Small
Business goal if provided by METRO certified Small Business or TUCP certified Disadvantaged
Business Dealer
o
The dollar values of the contract for work performed by the Dealer (see Information note regarding price
information)
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