Company Forms for Lake County
BETA FOR County Forms - click the blue shadow buttons below to see a form by number. Click on The Expand link to show all data for your company or office. Yes, you can have multiple companies.

The first step is to create a Company (or Office if internal Lake County user) as most forms require Company information. Note that you will still have to have your forms notarized. This is beta software so Onyx is not responsible for errors, omissions, or bad data of any form. In other words, you use this at your own risk.

Create a Company (To create forms automatically)
LAKE COUNTY FORM 1: July 1, 2020
Form 1 Information

County Form 1 is a set of general instructions to offerers and note really an actual form

GENERAL INSTRUCTIONS TO OFFERORS

I. PICK UP THE COMPLETE OFFER PACKET

A.     A COMPLETE OFFER PACKET CONSISTS OF THE FOLLOWING:

1. SPECIFICATION: (1) COUNTY FORM 15 FOR SUPPLIES, GOODS, MACHINERY, AND EQUIPMENT (2) COUNTY FORM 16 FOR PUBLIC WORKS PROJECTS, (3) COUNTY FORM 21 FOR FOOD, BREAD, AND DAIRY.

2. ATTACHMENT A: (1) USE COUNTY FORM 17 FOR SUPPLIES, GOODS, MACHINERY, AND EQUIPMENT, (2) USE COUNTY FORM 18 FOR VEHICLES.

3. STATE FORM 95: FOR MATERIALS, EQUIPMENT, GOODS OR SUPPLIES OR STATE FORM 96 FOR PROJECTS THAT INVOLVE CONSTRUCTION, LABOR, OR PUBLIC WORKS PROJECTS OR STATE FORM 91 FOR BLANK BOOKS, BLANKS, STATIONERY OR PRINTING.

4. COUNTY FORM 1: GENERAL INSTRUCTIONS TO OFFEROR (This FORM)

5. COUNTY FORM 2: AFFIDAVIT OF GENERAL INSTRUCTIONS AND SPECIFICATIONS TO OFFERORS

6. COUNTY FORM 3: AFFIDAVIT OF EQUAL EMPLOYMENT AND AFFIRMATIVE ACTION

7. COUNTY FORM 4: PRICE PREFERENCE SELECTION BY OFFEROR

8. COUNTY FORM 5: OFFER TOTAL SHEET

9. COUNTY FORM 6: OFFEROR INFORMATION QUESTIONNAIRE

10. COUNTY FORM 7: OFFER PACKET CONTENTS

11. OTHER - PLEASE SPECIFY: ________________________

B.     EACH OFFER PACKET WAS ASSEMBLED AND INSPECTED BY THE OFFICE OF THE LAKE COUNTY AUDITOR. COUNTY FORM 7 IDENTIFIES THE ITEMS THAT WERE INCLUDED IN THE OFFER PACKET YOU RECEIVED. IF THERE IS A DIFFERENCE BETWEEN THE ITEMS IDENTIFIED ON COUNTY FORM 7 AND THOSE THAT WERE INCLUDED IN YOUR PACKET, IT IS YOUR RESPONSIBILITY TO IMMEDIATELY NOTIFY AND OBTAIN THE MISSING ITEM FROM THE LAKE COUNTY AUDITOR.

II. USE THE PROPER FORM

A.     STATE FORM 95 IS TO BE USED FOR MATERIALS, EQUIPMENT, GOODS OR SUPPLIES.

B.     STATE FORM 96 IS TO BE USED ON ALL PROJECTS THAT INVOLVE CONSTRUCTION, LABOR, AND ARE PUBLIC WORKS PROJECTS.

C.     STATE FORM 91 IS TO BE USED FOR BLANK BOOKS, BLANKS, STATIONERY AND PRINTING.

III. SUBMIT THE OFFER ON TIME

A.     ALL OFFERS MUST BE SUBMITTED BEFORE 9:30 A.M. ON THE DAY OF OPENING, UNLESS OTHERWISE STATED.

B.     PLEASE REFER TO THE LEGAL ADVERTISING FOR SPECIFIC DATE, TIME, AND PLACE OF SUBMISSION.

IV. SUBMIT THE OFFER TO THE PROPER OFFICIAL

ALL OFFERS SHALL BE MADE OUT TO THE BOARD OF COMMISSIONERS OF THE COUNTY OF LAKE C/O LAKE COUNTY AUDITOR AND MAILED OR DELIVERED TO THE LAKE COUNTY AUDITOR’S OFFICE, LAKE COUNTY GOVERNMENT CENTER, SECOND FLOOR, ADMINISTRATION BUILDING, 2293 NORTH MAIN STREET, CROWN POINT, INDIANA 46307.

V. INCLUDE ALL OF THE REQUIRED ITEMS IN THE OFFER PACKET

ITEM 1 - STATE FORM 91 (BLANK BOOKS, BLANKS, STATIONERY AND PRINTING.), STATE FORM 95 ( FOR SUPPLIES WHICH INCLUDES MATERIALS, EQUIPMENT,GOODS, AND MACHINERY), OR STATE FORM 96 (CONSTRUCTION, LABOR, MATERIALS AND ARE PUBLIC WORKS PROJECTS.)

ITEM 2 - OFFER SECURITY FOR OFFERS OVER ($100,000.00) IS ONE HUNDRED THOUSAND DOLLARS.

ITEM 3 - COUNTY FORM 2 AFFIDAVIT OF GENERAL INSTRUCTIONS AND SPECIFICATIONS TO OFFERORS

ITEM 4 - COUNTY FORM 3 AFFIDAVIT OF EQUAL EMPLOYMENT AND AFFIRMATIVE ACTION

ITEM 5 - COUNTY FORM 4 AFFIDAVIT OF PRICE PREFERENCE SELECTION BY OFFEROR

ITEM 6 - COUNTY FORM 5 OFFER TOTAL SHEET

ITEM 7 - COUNTY FORM 6 OFFERER INFORMATION QUESTIONNAIRE

ITEM 8 - A CORPORATION MUST PROVIDE A STATE OF INDIANA OFFICE OF THE SECRETARY OF STATE CERTIFICATE OF EXISTENCE

ITEM 9 - ANY OTHER ITEM REQUIRED BY SPECIFICATIONS (YOU MUST CONSULT THE SPECIFICATIONS FOR ANY ADDITIONAL ITEMS!!!)

VI. SUBMIT A PROPERLY IDENTIFIED OFFER

A - EACH OFFER MUST BE SUBMITTED IN A SEPARATE SEALED ENVELOPE.

B - EACH ENVELOPE MUST BE CLEARLY MARKED IN THE LEFT HAND BOTTOM CORNER WITH THE FOLLOWING INFORMATION:

a - IDENTIFY THE OFFICE OR DEPARTMENT FOR WHICH THE OFFER IS BEING SUBMITTED.

b - IDENTIFY SPECIFICLLY FOR WHAT THE OFFER IS BEING SUBMITED (THE OFFER OR CLASS TYPE FOR WHICH THE OFFER IS BEING SUBMITTED)

C - THE OFFEROR”S NAME AND ADDRESS MUST BE CLEARLY WRITTEN ON THE TOP LEFT SIDE OF THE OFFER ENVELOPE.

D - IF MORE THEN ONE OFFER IS SUBMITTED, EACH OFFER MUST BE IN A SEPARATE ENVELOPE.

VII. SUBMIT OFFERS BY CLASS

A - FOR EACH OFFER THERE IS AT LEAST ONE CLASS AND, IN SOME OFFERS, THERE ARE MORE THAN ONE CLASS LISTED IN THE SPECIFICATIONS.

B - THE CONTRACT WILL BE AWARDED TO THE LOWEST RESPONSIBLE AND RESPONSIVE OFFEROR FOR EACH CLASS. THE FOLLOWING ARE APPLICABLE DEFINITIONS:

1. - RESPONSIBLE OFFEROR MEANS ONE WHO IS CAPABLE OF PERFORMING THE CONTRACT REQUIREMENTS FULLY AND WHO HAS THE INTEGRITY AND RELIABILITY THAT WILL ASSURE GOOD FAITH PERFORMANCE.

2. - RESPONSIVE OFFEROR MEANS ONE WHO HAS SUBMITTED AN OFFER CONFORMING IN ALL MATERIAL RESPECTS TO THE SPECIFICATIONS.

VIII. MOST FREQUENT REASONS WHY THE OFFICE OF THE COUNTY ATTORNEY RULES THAT OFFERS MUST BE REJECTED

A - FAILURE TO SUBMIT THE OFFER ON THE PROPER FORM

1. - THE STATE BOARD OF ACCOUNTS SPECIFIES WHICH OFFER FORM MUST BE USED.

2. - THE PROPER OFFER FORM IS IDENTIFIED IN PARAGRAPH I ON PAGE 1 OF THESE INSTRUCTIONS.

B - FAILURE TO SIGN THE STATE FORM THE TWO(2)REQUIRED PLACES:

1. - SIGNATURE IS REQUIRED ON THE NON-COLLUSION AFFIDAVIT.

2. - SIGNATURE IS REQUIRED ON THE CONTRACT/PROPOSAL SECTION.

C - FAILURE TO HAVE THE OFFER NOTARIZED:

1. - THE NON-COLLUSION AFFIDAVIT MUST BE NOTARIZED.

D - FAILURE TO SUBMIT THE PROPER OFFER SECURITY.

1. - AN OFFER MUST INCLUDE A BOND OR CERTIFIED CHECK IN THE AMOUNT OF FIVE (5%) MUST ACCOMPANY EACH OFFER FOR OFFERS OVER ($100,000.00) ONE HUNDRED THOUSAND DOLLARS. IF YOU SUBMIT MORE THEN ONE OFFER, THE PROPER OFFER SECURITY MUST BE INCLUDED WITH EACH OFFER. THE AMOUNT OF OFFER SECURITY IS LISTED IN THE SPECIFICATIONS. PLEASE CONSULT THE LAKE COUNTY AUDITORS OFFICE TO VERIFY THE EXACT AMOUNT OF THE OFFER SECURITY FOR THE SPECIFIC OFFER.

2. - THE OFFEROR’S SECURITY BOND OR CERTIFIED CHECK SHALL BE FOR THE BENEFIT OF OR BE MADE PAYABLE TO "THE BOARD OF COMMISSIONERS OF THE COUNTY OF LAKE, STATE OF INDIANA."

3. - ON ALL BONDS, OFFERORS SHOULD BE SURE THAT ALL PLACES ARE PROPERLY SIGNED. IF THE BONDING COMPANY PROVIDES A PLACE FOR A WITNESS SIGNATURE, EVEN IF THE BOND IS NOTARIZED, PLEASE BE SURE THAT THERE IS A WITNESS SIGNATURE. IF THE BOND IS SIGNED BY A CORPORATION OFFICER, THEN ALSO BE SURE THAT THIS IS PROPERLY NOTARIZED AND WITNESSED.

E - FAILURE TO SUBMIT, COMPLETE, AND PROPERLY EXECUTE THE AFFIDAVIT OF GENERAL INSTRUCTIONS AND SPECIFICATIONS TO OFFERORS (COUNTY FORM 2).

1. - COUNTY FORM 2 MUST BE SIGNED.

2. - COUNTY FORM 2 MUST BE NOTARIZED.

F - FAILURE TO SUBMIT, COMPLETE, AND PROPERLY EXECUTE THE AFFIDAVIT OF EQUAL EMPLOYMENT AND AFFIRMATIVE ACTION (COUNTY FORM 3).

1. - COUNTY FORM 3 MUST BE SIGNED.

2. - COUNTY FORM 3 MUST BE NOTARIZED.

G - FAILURE TO SUBMIT, COMPLETE, AND PROPERLY EXECUTE THE PRICE PREFERENCE SELECTION (COUNTY FORM 4).

1. - COUNTY FORM 4 MUST BE SIGNED.

2. - COUNTY FORM 4 MUST BE NOTARIZED.

H - FAILURE TO SUBMIT, COMPLETE, AND PROPERLY EXECUTE THE OFFER TOTAL SHEET (COUNTY FORM 5).

1. - COUNTY FORM 5 MUST BE SIGNED.

2. - THE TOTAL FOR ALL CLASSES MUST BE ENTERED

3. - TOTAL ALL CLASSESTHE TOTAL MUST BE EITHER TYPED OR WRITTEN IN INK OR BALL POINT. NO PENCIL ENTRIES ARE PERMITTED AND THERE CAN BE NO ERASURES OR CORRECTIONS MADE IN THE "TOTAL ALL CLASSES" SECTION.

4. - COUNTY FORM 5 MUST BE NOTARIZED.

5. - COUNTY FORM 4 ANY PRICE PREFERENCE AUTHORIZED UNDER INDIANA LAW MUST BE CLAIMED BY CHECKING THE APPROPRIATE BOX AT THE BOTTOM OF COUNTY FORM 4.

I - FAILURE TO SUBMIT, COMPLETE AND PROPERLY EXECUTE THE OFFEROR INFORMATION QUESTIONNAIRE (COUNTY FORM 6).

1. - COUNTY FORM 6 MUST BE FULLY COMPLETED.

2. - COUNTY FORM 6 MUST BE TYPEWRITTEN OR PRINTED ONLY.

J - FAILURE TO BE IN GOOD STANDING

1. - ANY INDIVIDUAL, PARTNERSHIP, OR CORPORATION FROM OUT OF THE STATE OFFERDING ON AN ITEM OR PROJECT SHALL FURNISH PROOF UPON REQUEST SATISFACTORY TO THE BOARD OF COMMISSIONERS OF THE COUNTY OF LAKE THAT THEY OR IT ARE IN GOOD STANDING AND ARE AUTHORIZED TO DO BUSINESS IN THE STATE OF INDIANA.

2. - CORPORATIONS MUST BE IN GOOD STANDING WITH THE SECRETARY OF STATE OF INDIANA AND MUST BE AUTHORIZED TO DO BUSINESS IN THE STATE OF INDIANA.

3. - ANY BUSINESS UNIT USING AN ASSUMED NAME MUST HAVE FILED AN ASSUMED NAME CERTIFICATE IN ACCORDANCE WITH I.C. 23-15-1-1.

K - FAILURE TO BE CURRENT WITH THE PAYMENT OF REAL AND/OR PERSONAL PROPERTY TAXES:

1. - THE BOARD OF COMMISSIONERS OF THE COUNTY OF LAKE SHALL REFER ALL OFFERS TO THE LAKE COUNTY TREASURER PRIOR TO THEIR BEING AWARDED.

2. - THE LAKE COUNTY TREASURER SHALL REVIEW ALL CURRENT TAX DELINQUENCIES TO ASCERTAIN WHETHER OR NOT A POTENTIAL VENDOR WHO WOULD BE AWARDED A CONTRACT OWES MONEY TO THE COUNTY.

3. - IF THE BOARD OF COMMISSIONERS OF THE COUNTY OF LAKE IS NOTIFIED BY THE LAKE COUNTY TREASURER THAT A POTENTIAL VENDOR IS ON THE MOST RECENT TAX WARRANT LIST OR IS DELINQUENT IN ANY FASHION IN PAYMENT OF PERSONAL, REAL ESTATE, OR OWES OTHER TAXES TO THE COUNTY, THE BOARD OF COMMISSIONERS OF THE COUNTY OF LAKE SHALL NOT AWARD THE CONTRACT TO THE OFFEROR UNTIL:

a. - THE VENDOR PROVIDES TO THE BOARD OF COMMISSIONERS OF THE COUNTY OF LAKE WITHIN TEN (10) DAYS OF RECEIVING NOTICE OF THE DELINQUENCY FROM THE TREASURER, A STATEMENT FROM THE LAKE COUNTY TREASURER VERIFYING AND INDICATING THAT THE VENDOR=S NAME HAS BEEN REMOVED FROM THE DELINQUENT TAX LIABILITY LIST THROUGH THE PAYMENT OF THE TAXES.

b. - THE BOARD OF COMMISSIONERS OF THE COUNTY OF LAKE SHALL FORWARD A COPY OF ALL CONTRACTS AWARDED BY THE COUNTY TO THE LAKE COUNTY AUDITOR. IF A VENDOR BECOMES DELINQUENT THE LAKE COUNTY AUDITOR SHALL WITHHOLD FROM THE DELINQUENT VENDOR CONTRACT PAYMENT, THE AMOUNT OF TAXES THAT BECOME DELINQUENT SUBSEQUENT TO THE AWARDING OF THE CONTRACT.

c. - THE AUDITOR SHALL PERIODICALLY DEDUCT FROM A VENDOR'S PAYMENT THE AMOUNT OF TAXES OWED THAT ARE DELINQUENT UNTIL SUCH TIME AS THE DELINQUENCIES ARE PAID.

L - FAILURE TO COMPLY WITH ANY OTHER LAW APPLICABLE TO OFFERS:

1. - AN OFFER WILL BE REJECTED FOR ANY REASON NOT SPECIFIED ABOVE THAT REQUIRES OFFER REJECTION IN ACCORDANCE WITH LOCAL, STATE, AND/OR FEDERAL LAW, REGULATION, STATUTE, OR ORDINANCE.

LAKE COUNTY’S FEDERAL EXCISE TAX EXEMPT NUMBER 356000168 003 4

LAKE COUNTY’S INDIANA RETAIL TAX EXEMPT NUMBER 003118665 003 0

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