Form Fin Po 001 PDF Details

In the world of procurement and supplier management, the Bidder Setup Form FIN-PO-001 plays an essential role for firms aiming to engage with the Metropolitan Transportation Authority (MTA). This form, fundamentally, serves as a gateway for bidders to register their firm's information onto the MTA's consolidated Bidders List, marking the first step for those interested in participating in MTA's procurement opportunities. It requires a detailed submission of the firm’s information including the legal business name, federal tax identification number, and contact details, ensuring that all transactions are transparent and traceable. The incorporation of required fields, marked with an asterisk, guides applicants in providing all the necessary information. Additionally, the form paves the way for future contractual engagements by mandating the completion of the Vendor Master Set-up Maintenance Request Form (FIN-AP-023) before any contract award, pointing out the structured approach the MTA takes in vendor management. Furthermore, the form extends to capture specific details like the bidder’s address, representative contact information, and certifications such as Minority Owned Business Enterprise (MBE) or Women Business Enterprise (WBE), reflecting the MTA's commitment to diversity and inclusion in its procurement practices. Through the Bidder Setup Form FIN-PO-001, firms are not only able to position themselves as potential suppliers but also become part of a larger effort to maintain a diverse, efficient, and transparent procurement process.

QuestionAnswer
Form NameForm Fin Po 001
Form Length2 pages
Fillable?No
Fillable fields0
Avg. time to fill out30 sec
Other namesMTA BSC FIN PO 001 BidderSetupForm directions mta bidders setup form

Form Preview Example

Bidder Setup Form

FIN-PO-001

Section 1 - Information and Instructions

The purpose of this form is to allow bidders to add their firm's information to the MTA's consolidated Bidders List. Bidder changes should be captured on the Vendor Master Set-up Maintenance Request Form (FIN-AP-023). Before a bidder is awarded a contract, they must be added as a vendor using the Vendor Master Set-up Maintenance Request Form (FIN-AP-023).

This form is to be completed by Agency Procurement or a bidder firm and forwarded to the responsible party at the agency for entry into PeopleSoft.

Fields that contain a “*” prefix are required fields.

Section 2 - Requestor Information

*Date of Request

*Requestor Name

Requestor Title

BSC ID

*Agency

Department

*Telephone Number

*E-mail Address

*Section 3 - Request Type

New Bidder

Section 4 - Bidder Company Information

Bidder ID (if applicable)

*Legal Business Name (Must Match W-9 Form)

Business Name, Trade Name, Doing Business As (If Different Than Above)

*Federal Tax ID Number (Corporation, LLC, etc.)

*Social Security Number (Sole Proprietorship)

*Section 5 - Bidder Address Information

Purchasing Address

City

State

Zip Code

Primary Telephone Number

Primary Fax Number

Company E-mail Address

Company Website Address

Business Service Center FIN-PO-001

Page 1 of 2

Bidder Setup Form

FIN-PO-001

Section 6 - Bidder Representative Contact Information

Company Representative Name

Current Primary Contact? Yes No

 

 

Telephone Number

Cell Phone Number

 

 

E-mail Address

Fax Number

 

 

Section 7 - Is Your Business Currently Certified as One of the Following?

NY State Certified:

 

 

MBE (Minority Owned Business Enterprise)

WBE (Women Business Enterprise)

N/A

Certificate Number

 

 

Expiration Date

 

 

MTA / NYSUCP:

 

 

DBE (Disadvantaged Business Enterprises

N/A

 

*Section 8 - List Quote Groups

Using the category reference list, identify goods and/or services your firm provides. Please enter quote group codes in the fields below.

1)

2)

 

 

3)

4)

 

 

5)

6)

 

 

7)

8)

 

 

9)

10)

 

 

11)

12)

 

 

Section 9 - Comments

Business Service Center FIN-PO-001

Page 2 of 2

How to Edit Form Fin Po 001 Online for Free

By using the online editor for PDFs by FormsPal, you are able to complete or modify Form Fin Po 001 here and now. Our tool is constantly evolving to present the very best user experience achievable, and that's because of our commitment to continuous improvement and listening closely to testimonials. This is what you'll have to do to begin:

Step 1: Click the "Get Form" button at the top of this page to access our PDF tool.

Step 2: Once you launch the editor, you'll see the document all set to be filled in. Other than filling out various fields, you may also perform many other actions with the Document, including adding your own words, modifying the initial textual content, inserting illustrations or photos, affixing your signature to the form, and more.

This form will need specific data to be entered, hence be sure to take your time to fill in precisely what is asked:

1. To start off, when completing the Form Fin Po 001, begin with the form section that has the next fields:

Writing part 1 of Form Fin Po 001

2. Once your current task is complete, take the next step – fill out all of these fields - Section Bidder Address, Purchasing Address, City, State, Zip Code, Primary Telephone Number, Primary Fax Number, Company Email Address, Company Website Address, Business Service Center FINPO, and Page of with their corresponding information. Make sure to double check that everything has been entered correctly before continuing!

Part number 2 in submitting Form Fin Po 001

3. The third part is generally hassle-free - fill out every one of the form fields in Section Bidder Representative, Company Representative Name, Current Primary Contact, Yes, Telephone Number, Cell Phone Number, Email Address, Fax Number, Section Is Your Business, NY State Certified, MBE Minority Owned Business, WBE Women Business Enterprise, Certificate Number, Expiration Date, and MTA NYSUCP to conclude this segment.

How to prepare Form Fin Po 001 portion 3

4. Filling out Section Comments is essential in this step - be certain to don't rush and take a close look at each and every empty field!

Best ways to complete Form Fin Po 001 part 4

Those who work with this form often make mistakes when filling out Section Comments in this part. Be certain to re-examine whatever you type in here.

Step 3: Once you've reread the information provided, click on "Done" to finalize your form at FormsPal. Create a free trial subscription with us and get instant access to Form Fin Po 001 - available in your FormsPal account. We don't share or sell any details you use when working with forms at FormsPal.