TA-W1022 ( UTILIZATION PLAN Page 1 of 4 (CONTRACTOR) · TA-W1022 (07/2019) Page 4 of 4 TA No. D....

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E. Agreement Amount D. Items of Work, Services or Supplies to be Provided C. Estimated Start/End Date B. Certifications/ Designations F. 60% Supplier or Broker Credit Agreement Amount A. List all Firms (Subcontractors, Suppliers and Trucking) Name, address, phone number and email address for each Firm. (Check appropriate box if Firm is a certified DBE/MWBE/SDVOB.) TA-W1022 (07/2019) Email completed form to the Office of Compliance at [email protected] or mail to P.O. Box 189, Albany, NY 12201-0189 UTILIZATION PLAN (CONTRACTOR) Contractor Name and Address $ Preparer's Name (Print) Date Submitted INSTRUCTIONS: This form must be submitted by the contractor to identify all certified DBEs/MWBEs/SDVOBs and all other Non-certified Firms. Complete and accurate forms must be submitted along with corresponding AAPHC-89 (TA-W1037) within 10 days following the bid opening to [email protected]. Prepared by: Page 1 of 4 Supplier @ 60% $ OFFICE OF COMPLIANCE USE ONLY: Modified Plan (Check if modified) Approved Modification Approved Conditionally Approved SDVOB DBE WBE MBE $ $ SDVOB DBE WBE MBE Supplier @ 60% $ $ $ SDVOB DBE WBE MBE Supplier @ 60% $ $ $ SDVOB DBE WBE MBE Supplier @ 60% $ $ Phone No. - ) ( Chief Compliance Officer Signature Date Broker (Fee Only) Broker (Fee Only) Broker (Fee Only) Broker (Fee Only) Preparer's Signature Email Address Contract Goals Contract Numbers MBE % - $ SDVOB % - $ WBE % - $ DBE % - $ MBE Sub Total $ WBE Sub Total $ DBE Sub Total $ SDVOB Sub Total $ Grand Total $ Submission: Submission: Submission: Submission: Subcontractor/Supplier To: Subcontractor/Supplier To: Subcontractor/Supplier To: Subcontractor/Supplier To: % % % % Start Date End Date Start Date End Date Start Date End Date Start Date End Date Contract Value $ TA No. D No.

Transcript of TA-W1022 ( UTILIZATION PLAN Page 1 of 4 (CONTRACTOR) · TA-W1022 (07/2019) Page 4 of 4 TA No. D....

Page 1: TA-W1022 ( UTILIZATION PLAN Page 1 of 4 (CONTRACTOR) · TA-W1022 (07/2019) Page 4 of 4 TA No. D. Items of Work, Services or Supplies to be Provided E. Agreement Amount C. Estimated

E. AgreementAmount

D. Items of Work, Servicesor Supplies to be Provided

C. EstimatedStart/End Date

B. Certifications/Designations

F. 60% Supplier orBroker Credit

Agreement Amount

A. List all Firms (Subcontractors, Suppliers and Trucking)Name, address, phone number and email address for each Firm.(Check appropriate box if Firm is a certified DBE/MWBE/SDVOB.)

TA-W1022 (07/2019)

Email completed form to the Office of Compliance at [email protected] or mail to P.O. Box 189, Albany, NY 12201-0189

UTILIZATION PLAN (CONTRACTOR)

Contractor Name and Address

$

Preparer's Name (Print)

Date Submitted

INSTRUCTIONS: This form must be submitted by the contractor to identify all certified DBEs/MWBEs/SDVOBs and all other Non-certified Firms. Complete and accurate forms must be submitted along with corresponding AAPHC-89 (TA-W1037) within 10 days following the bid opening to [email protected].

Prepared by:

Page 1 of 4

Supplier @ 60%

$

OFFICE OF COMPLIANCE USE ONLY:

Modified Plan(Check if modified)

Approved

Modification ApprovedConditionally Approved

SDVOBDBE

WBE

MBE

$

$

SDVOBDBE

WBE

MBE Supplier @ 60%

$$

$

SDVOBDBE

WBE

MBE Supplier @ 60%

$$

$

SDVOBDBE

WBE

MBE Supplier @ 60%

$$

Phone No.-)(

Chief Compliance Officer Signature Date

Broker (Fee Only)

Broker (Fee Only)

Broker (Fee Only)

Broker (Fee Only)

Preparer's Signature

Email Address

Contract GoalsContract Numbers

MBE % - $ SDVOB % - $

WBE % - $ DBE % - $

MBE Sub Total $

WBE Sub Total $

DBE Sub Total $

SDVOB Sub Total $

Grand Total $

Submission:

Submission:

Submission:

Submission:

Subcontractor/Supplier To:

Subcontractor/Supplier To:

Subcontractor/Supplier To:

Subcontractor/Supplier To:

%

%

%

%

Start Date

End Date

Start Date

End Date

Start Date

End Date

Start Date

End Date

Contract Value $

TA No.

D No.

Page 2: TA-W1022 ( UTILIZATION PLAN Page 1 of 4 (CONTRACTOR) · TA-W1022 (07/2019) Page 4 of 4 TA No. D. Items of Work, Services or Supplies to be Provided E. Agreement Amount C. Estimated

D. Items of Work, Servicesor Supplies to be Provided

E. AgreementAmount

C. EstimatedStart/End Date

B. Certifications/Designations

F. 60% Supplier orBroker Credit

Agreement Amount

TA-W1022 (07/2019) UTILIZATION PLAN (CONTRACTOR)

Approved

Modification ApprovedConditionally ApprovedChief Compliance Officer Signature Date

Page 2 of 4

TA No.

$

Supplier @ 60%

$

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

$Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

A. List all Firms (Subcontractors, Suppliers and Trucking)Name, address, phone number and email address for each Firm.(Check appropriate box if Firm is a certified DBE/MWBE/SDVOB.)

OFFICE OF COMPLIANCE USE ONLY:

Page 3: TA-W1022 ( UTILIZATION PLAN Page 1 of 4 (CONTRACTOR) · TA-W1022 (07/2019) Page 4 of 4 TA No. D. Items of Work, Services or Supplies to be Provided E. Agreement Amount C. Estimated

TA-W1022 (07/2019) UTILIZATION PLAN (CONTRACTOR)

Page 3 of 4

TA No.

D. Items of Work, Servicesor Supplies to be Provided

E. AgreementAmount

C. EstimatedStart/End Date

B. Certifications/Designations

F. 60% Supplier orBroker Credit

Agreement Amount

Approved

Modification ApprovedConditionally ApprovedChief Compliance Officer Signature Date

$

Supplier @ 60%

$

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

$Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

A. List all Firms (Subcontractors, Suppliers and Trucking)Name, address, phone number and email address for each Firm.(Check appropriate box if Firm is a certified DBE/MWBE/SDVOB.)

OFFICE OF COMPLIANCE USE ONLY:

Page 4: TA-W1022 ( UTILIZATION PLAN Page 1 of 4 (CONTRACTOR) · TA-W1022 (07/2019) Page 4 of 4 TA No. D. Items of Work, Services or Supplies to be Provided E. Agreement Amount C. Estimated

TA-W1022 (07/2019) Page 4 of 4

TA No.

D. Items of Work, Servicesor Supplies to be Provided

E. AgreementAmount

C. EstimatedStart/End Date

B. Certifications/Designations

F. 60% Supplier orBroker Credit

Agreement Amount

Approved

Modification ApprovedConditionally ApprovedChief Compliance Officer Signature Date

$

Supplier @ 60%

$

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

SDVOBDBE

WBE

MBE

$Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

$

Supplier @ 60%

$$

Broker (Fee Only)

Submission:Subcontractor/Supplier To:

Start Date

End Date

UTILIZATION PLAN (CONTRACTOR)

A. List all Firms (Subcontractors, Suppliers and Trucking)Name, address, phone number and email address for each Firm.(Check appropriate box if Firm is a certified DBE/MWBE/SDVOB.)

OFFICE OF COMPLIANCE USE ONLY: