3-BEH-FRM-605-SAW SBE Utilization Plan Commitment to Local Economic Impact.docx
DOCX document 132 KB Posted
- Solicitation number
- BEZ26-00029974
- Issued by
- Dallas County, Texas
About this file
SBE Utilization Plan and Local Economic Impact Form
This is a Small Business Enterprise (SBE) Utilization Plan and Commitment to Local Economic Impact form (BEH-FRM-605.SAW) issued by the City of Dallas, Texas for the Pension Investment Monitoring and Advisory Services solicitation. The form requires respondents to document their planned SBE participation, first-time contracting initiatives, proposed team composition, and commitment to local economic impact. The document does not specify response dates, due dates, site visits, or bidder conferences, as it functions as an evaluation component form rather than a primary solicitation document. The form establishes evaluation criteria totaling 12 points: four points for meeting the contract-specific SBE goal percentage, two additional points for exceeding the goal by at least five percent, two points for first-time contracting activities, three points for local workforce impact (scored through a separate form BEH-FRM-604.SAW), two points for local supply chain usage, and one point for local community impact.
The form requires respondents to identify all subcontractors and suppliers in a proposed team make-up table, including company names, addresses, NAICS codes, estimated contract values, and SBE certification status where applicable. Respondents must certify that all listed subcontractors will perform a commercially useful function and will not serve as pass-throughs or brokers. The City of Dallas prioritizes vendors headquartered within the City of Dallas or the Dallas-Fort Worth-Arlington Metropolitan Statistical Area, regardless of SBE certification status. Any substitutions, replacements, or downgrades to listed subcontractors require submission of a revised form and written approval from the Business Enterprise Hub. Respondents may earn community impact points by documenting participation in Dallas-based training, internship, apprenticeship, workforce development, or community partnership activities within the preceding three years, with optional supporting documentation such as letters, partnership agreements, or program descriptions.
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Other files
| File | Type | Posted |
|---|---|---|
| 4-BEH-FRM-606-SAW Engagement Score Past Commitment Form.docx | DOCX document | |
| 2-02 - Standard Forms.pdf | ||
| 13-01-Scope of Work - Pension Financial Advisor Services .pdf | ||
| 7-BEH-FRM-607.SAW SBE Good Faith Effort Documentation Form.docx | DOCX document | |
| 12-Attachment B- Insurance Requirements.pdf | ||
| 6-BEH-FRM-602.SAW SBE Affidavit.docx | DOCX document | |
| 1-Statement of Insurability and Quote (OPS-2142).pdf | ||
| 5-BEH-FRM-604.SAW Local Participation Workforce Impact.docx | DOCX document | |
| 11-BEH-FRM-609.SAW Prime Self Performance Declaration.docx | DOCX document | |
| 10-BEH-FRM-610.SAW SBE Subcontractor Intent Form.docx | DOCX document | |
| 8-Attachment A - Fee Schedule for Services.xlsx | XLSX spreadsheet | |
| 9-Sample Contract Form Consultant.pdf |
Show all 12
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Developing Regional Inclusive Vendor Enterprise SBE Utilization Plan & Commitment to Local Economic Impact
BEH-FRM-605.SAW
Prime Vendor Information
| Solicitation Name: |
| Solicitation #: |
| Prime Vendor Name: |
SBE Utilization Commitment Summary (6 Points) This section captures the respondent’s planned Small Business Enterprise (SBE) participation for this solicitation. The information provided will be used to evaluate the SBE Utilization scoring component, which includes:
· 4 points for meeting the established contract-specific SBE goal
· 2 additional points for exceeding the goal by at least 5% BEH staff will verify certification status, calculate the final utilization percentage, and apply scoring.
| SBE Participation Goal (%): |
This percentage will be provided in the bid specifications or solicitation document. See section 6.1 Developing Regional Inclusive Vendor Enterprises (DRIVE) Policy.
| Planned SBE Participation (%): |
Calculated based on the Proposed Team Make-Up Table on page 2. Participation percentage calculated against the total estimated contract amount.
First-Time Contracting (2 Points) The City of Dallas seeks to expand opportunities for small businesses by encouraging both new SBE firms and established primes to broaden their subcontracting networks. Under the DRIVE Policy, “first-time contracting” refers to either (a) an SBE vendor who has not been previously awarded a City of Dallas contract as a prime, or (b) a prime establishing a new partnership with an SBE firm they have not previously contracted with on a City of Dallas project/contract.
Please select one of the following:
☐ Our firm has not previously been awarded a City of Dallas contract as a SBE prime.
☐ We are using at least one new SBE partner we have never partnered with before on a City of Dallas contract.
| SBE Firm Name: |
| SBE POC: |
| Email: |
| Phone: |
☐ Not applicable.
(A maximum of two (2) points may be awarded for this section, regardless of how many qualifying first-time contracting actions are identified.)
Developing Regional Inclusive Vendor Enterprise SBE Utilization Plan & Commitment to Local Economic Impact
BEH-FRM-605.SAW
BEH-FRM-605.SAW Revision Date: 2026.03.19 Page 1 of 1 Proposed Team Make-Up
| Scope/Work Element |
| NAICS |
| Company Name |
| Company Address City, State |
| Contact Name, Phone & Email |
| SBE # if applicable |
| Estimated Value ($) |
| % of Contract |
Include all subcontractors who will be performing on this project.
NAICS codes can be found at: https://www.census.gov/naics Developing Regional Inclusive Vendor Enterprise SBE Utilization Plan & Commitment to Local Economic Impact
BEH-FRM-605.SAW
BEH-FRM-605.SAW Revision Date: 2026.03.19 Page 1 of 1
CUF COMMITMENT
☐ We certify that each subcontractor listed in the Proposed Team Make-Up will perform a Commercially Useful Function (CUF) within its certified NAICS code(s) and will not serve as a pass-through, broker, or administrative conduit.
☐ We certify that commercially reasonable subcontracting opportunities were evaluated consistent with DRIVE goal-setting methodology and that scopes of work were not artificially consolidated or restricted in order to influence scoring.
If awarded, the SBE commitments reflected in this Utilization Plan will become contractual obligations and subject to monitoring and compliance review in accordance with DRIVE Policy requirements.
NO SUBSTITUTION STATEMENT
☐ We acknowledge that no vendor/subcontractor listed herein may be substituted, replaced, downgraded in scope, or removed without prior submission of a revised BEH-FRM-603.SAW — Schedule of Work and Actual Payment form, Change of SBE Subcontractor Request form and written approval from Business Enterprise Hub (BEH).
Local Workforce (3 Points) Local Workforce under the DRIVE policy evaluation criteria is not collected or evaluated through this form. Local Workforce scoring is determined exclusively from the information provided on BEH-FRM-604.SAW — Local Workforce Impact form, which must also be submitted with solicitation response.
Local Supply Chain Usage (2 Points) The City of Dallas seeks to strengthen and expand the local supplier ecosystem by increasing the use of businesses that are headquartered within the City of Dallas or the Dallas–Fort Worth–Arlington Metropolitan Statistical Area (MSA) as identified by the Office of Management and Budget (OMB). This requirement applies to all subcontractors and suppliers regardless of certification. (SBE Certification is not required for this scoring category.)
Provide the name and headquarters address for supplier(s) or subcontractor(s) proposed for this contract that is:
· Headquartered in the City of Dallas (1 point)
· Headquartered in the Dallas – Fort Worth – Arlington MSA (1 point) (If no proposed suppliers or subcontractors are headquartered in the City of Dallas, a maximum of one (1) point may be awarded for a supplier or subcontractor headquartered elsewhere in the Dallas–Fort Worth–Arlington MSA, if applicable.)
Local Supplier & Subcontractor Table
| Vendor / Subcontractor Name |
| Role (Supplier/Subcontractor |
Or Other)
| Headquarters Address |
| Estimated Spend ($) |
(A maximum of two (2) points may be awarded for this section, regardless of how many local suppliers are identified.)
Local Community Impact (1 Point) The City of Dallas values vendors that demonstrate a sustained commitment to supporting the local community. Under the DRIVE Policy, respondents may earn one (1) point by documenting participation in Dallas-based training, internship, apprenticeship, workforce-development, or community partnership activities that contribute to long-term economic opportunity in the region.
Provide a brief description (3–5 sentences) of at least one qualifying activity your firm has participated in within the last three (3) years. Activities may include, but are not limited to the following examples:
· Hosting or funding internships or apprenticeships for Dallas residents or students
· Participating in local workforce-development programs, including upskilling or training initiatives
· Serving as a partner or volunteer with a Dallas-based nonprofit, educational institution, or community organization
· Supporting City of Dallas youth, veteran, or re-entry employment initiatives
· Providing mentorship, technical assistance, or capacity-building to Dallas small businesses Narrative (Required for Scoring):
Describe your firm’s qualifying activity, including the name(s) of the organization(s) involved, the type of participation, and the projected or actual community impact.
Respondents may attach supporting documentation (e.g., letters, program descriptions, partnership agreements, photographs, or event materials) to supplement their narrative; however, supporting documentation is optional.
Certification Officer Signature:
| Printed Name: |
| Title: |
| Date: |
BEH-FRM-605.SAW Revision Date: 2026.03.19 Page 1 of 1 image1.png
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