130886- Copy of SDP-FORM-for-POS.xls

SDP Plan Form for POS

FORM INSTRUCTIONS

Overall Providers that hold POS contracts with Commonwealth departments are required to file a "Supplier Diversity Program (SDP) Form for Purchase of Service (POS)" each year and upload it with their Uniform Financial Report (UFR). This requirement includes Providers who have already been certified by the Supplier Diversity Office (SDO) in one of the diverse business categories, e.g. a Minority- and/or Women Business/Organization. Providers responding to POS bids posted on COMMBUYS will be directed to submit the most recent completed copy of this form with their proposals/quotes. Providers filing an Exempt UFR Filing are still required to include the completed SDP form with their filing.

Part I - Contractor Contact Information (Required)

● Contractor Information: Business name, contact name, phone number and email.

Part II – Provider Revenue Information for the UFR Reporting Year (Required)

● The Provider's Revenue from Commonwealth POS Contracts in the UFR Reporting Year can be found on the "POS Expenditure and Federal Funds Listing" posted by OSD on the provider’s UFR eFiling site.

● Provider's Total Gross Revenue in the UFR Reporting Year is the contractor's gross revenue for the entire organization as reported to the Internal Revenue Service or the Massachusetts Department of Revenue.

Note: The UFR Reporting Year is the completed fiscal year for which the UFR filing is being submitted.

Part III - Contractor's SDP Partner Information All SDP Partner(s) listed on the form must be certified in one or more of the certification categories listed on Page 1 of this form. Links to searchable databases of eligible SDP partners are also available on Page 1 of the form.

Providers certified by the Supplier Diversity Office may not list their own organization as an SDP partner.

● Certification Type: Select the partner's certification type from the menu. For partners with multiple certification types, please select the one that is highest on the dropdown list.

● Relationship Type: Select one of the following types:

- Subcontracting is a business relationship in which the SDP partner is involved in the provision of services directly to the client or to the Commonwealth.

- Ancillary Products and Services is a business relationship in which the SDP partner provides products and/or services that are not directly related to the Provider’s contract with the Commonwealth but instead are related to their general business operations.

Note: If the Commonwealth only receives a portion of the products or services provided by a partner, the full amount should still be reported. The portion received by the Commonwealth may be reported as subcontracting while the remainder of the amount may be reported as ancillary products and services.

● Expended Amount in the UFR Reporting Year: Enter the amount (as an exact dollar figure) that your organization spent with SDP partner(s) during UFR reporting year.

● Committed Amount in Current Fiscal Year: Enter the amount (as an exact dollar figure) your organization is committed to spend with SDP partner(s) during the current Fiscal Year.

Additional Resources

● More information about the Supplier Diversity Program (SDP) is available at www.mass.gov/sdp

● More information about supplier diversity certifications is available at www.mass.gov/sdo Veteran Small Business Certification (sba.gov) Supplier Diversity Office Directory of Certified Businesses