6100058861 23 Pymatuning Wildlife Learning Center Goal Setting Information Session.pdf

Goal Setting Information Session

5/16/20P2en3nsylvania Department of General Services 1

6100058861 23 Pymatuning Wildlife Learning Center

Issuing Officer Derek Deibler-dedeibler@pa.gov

July 12, 2023 9:00 AM

Offerors may ask questions during the Session, however responses provided during the Session are not official until the question is submitted in writing to the Issuing Officer.

What’s the Point?

Pennsylvania Department of General Services

Diversity Defined

•Diversity is…

• everything that makes us unique,

• our cognitive skills and personality traits, and

• also the things that shape our identity (e.g.

race, age, gender, religion, sexual orientation, cultural background), etc.

Diversity is the Mix Inclusion is making the mix work. ~Andres Tapia

Equity is the fair treatment, access, opportunity, and advancement for all people, while at the same time striving to identify and eliminate barriers that have prevented the full participation of small businesses.

Equity Defined

EQUALITY IS THE

END GOAL.

EQUITY IS THE

MEANS TO GET

THERE.

Inclusion is about:

• Small Businesses as prime contractors

• Primes subcontracting with SB,SDB,VBE vendors

• Engaging with vendors representative of the community

Inclusion Defined

Diversity, Equity, and Inclusion

Diversity

Having a seat at the table

Pennsylvania Department of General Services

Equity

Entering the conversation without barriers

Inclusion

Being heard and having a voice at the table

Small Diverse Business Enterprise (SDB) and Veteran Business Enterprise (VBE)

Jaggaer References:

Pennsylvania Department of General Services9

Description

• #6. Small Diverse Business (“SDB”) and Veteran Business Enterprise (“VBE”) Participation

• #7. New SDB and VBE Goal Information Session

• #14. Proposal Format

• #15. Mandatory Responsiveness Requirements

Questions – RFP Questions

• Group 1.2 – Small Diverse Business Participation

• Group 1.3 – Veteran Business Enterprise Participation

A Bidder/Offeror’s failure to meet the SDB participation goal in full and the VBE participation goal in full, or their failure to receive an approved Good Faith Efforts waiver for any unmet portion of either the SDB or VBE participationgoal will result in the rejection of the Bid or Proposal as nonresponsive

Solicitation Specific Goals

Primes are welcome to exceed the goal!

6100058861 SDB VBE

6% 3%

Pennsylvania Department of General Services10

• Available subcontracting opportunities across the entire state for the applicable services,

• Availability of DGS-verified SDB/VBEs to perform commercially useful functions, and

• Historical analysis of similar projects within the last 3 years.

SDB and VBE Classification

Small Diverse Business

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(SDB)

Goal oriented

➢Woman Business Enterprise

(WBE)

➢ Service-Disabled Veteran Business Enterprise (SDVBE)

➢Minority Business Enterprise

(MBE)

➢ LGBT Business Enterprise

(LGBTBE)

➢Disability-Owned Business Enterprise (DOBE)

Veteran Business Enterprise (VBE)

Goal oriented

➢ Veteran Business Enterprise (VBE)

➢ Service-Disabled Veteran Business Enterprise

(SDVBE)

Vendors must self-certify as a Small Business (SB) prior to SDB/VBE validation.

SDBs and VBEs must be certified/valid as of bid close due date and time.

SB Eligibility Requirements

•The business must be a for-profit, United States business.

•The business must be independently owned.

•The business may not be dominant in its field of operation.

•The business may not employ more than 100 full-time equivalent employees.

•The business may not exceed three-year average gross revenues of $38.5 Million, regardless of business type (effective 11/1/2018).

Finding SDBs and VBEs

Utilization Compliance will be closely monitored and enforced http://www.dgs.internet.state.pa.us/suppliersearch http://www.dgs.internet.state.pa.us/suppliersearch

Finding SDB/VBE vendors

• http://www.dgs.internet.state.pa.us/suppliersearch

• Access Search Guide -https://www.dgs.pa.gov/Small%20Diverse%20Business %20Program/Documents/Finding%20SBs%20and%20S DBs.pdf

• Supplier Search assistance available from Issuing Officer or Bureau of Diversity Procurement Liaison http://www.dgs.internet.state.pa.us/suppliersearch https://www.dgs.pa.gov/Small%20Diverse%20Business%20Program/Documents/Finding%20SBs%20and%20SDBs.pdf https://www.dgs.pa.gov/Small%20Diverse%20Business%20Program/Documents/Finding%20SBs%20and%20SDBs.pdf https://www.dgs.pa.gov/Small%20Diverse%20Business%20Program/Documents/Finding%20SBs%20and%20SDBs.pdf

Quick Search

To search or browse ALL Small and Small Diverse

Businesses by Name OR 6-digit SAP Number (option also available through Advanced Search)

Pennsylvania Department of General Services

IMPORTANT: Always click Reset prior to a new search to clear parameters from previous searches

Hierarchy Category

Number

Segment 44000000

Family 44120000

Class 44121700

Commodity 44121706

Name

Office equipment and accessories

& supplies

Office supplies

Writing

Instruments

Wooden pencils

Advanced Search

Enter a brief code description (e.g. Door)

Select one or more classifications. To pull only SDBs, check “Select all Small Diverse Business Classifications” below. To Include SBs, check “Small Business”.

OR

Browse and select one or more codes. Don’t know the codes you want?

Search for codes at www.UNSPSC.org.

Click arrow to expand Segment for additional codes http://www.unspsc.org/

UNSPSC Commodity Code Search

UNSPSC Commodity Code Search Write down your code selections

Advanced Search

Use multiple filters to restrict your search results to exactly whatand where you need.

Search Results

Certified Small Businesses

• Advanced Building Controls LLC

• Advanced Building Performance Inc

• Advanced Cleaning Solutions LLC

Small Diverse Businesses

• Advanced Building Performance Inc

• Advanced Cleaning Solutions LLC

Veteran Business Enterprise

• Advanced Cleaning Solutions LLC

Excel Export Results – Supplier Contacts

Excel Export Results includes Vendor ID, Supplier Name, Contact Name, Email, Phone, Fax

Upcoming Supplier Search Training

The training will focus on the basics of the supplier search process including recognizing the UNSPSC Codes Structure, accessing the DGS Supplier Search Database and Searching for Small, Small Diverse and Small Veteran Owned Businesses to gain a better understanding of supplier search results.

The 30-minute sessions will be offered via Teams on-line presentations on the following dates in 2022: (No RSVP Required)

Targeted Audience (External): Potential prime contractors that conduct business with the commonwealth who want to learn the basics of finding DGS certified small diverse and veteran owned businesses.

• Thursday, June 29th, 10:00 am-10:30 am

• Thursday, July 13th, 10:00 am – 10:30 am

• Thursday, July 27th, 10:00 am – 10:30 am

• Thursday, August 3rd, 10:00 am – 10:30 am

• Thursday, August 10th, 10:00 am -10:30 am

• Thursday, August 24th, 10:00 am – 10:30 am

• Thursday, September 7th, 10:00 am – 10:30 am

• Thursday, September 14th, 10:00 am – 10:30 am

• Thursday, September 28th, 10:00 am – 10:30 am

• Thursday, October 19th, 10:00 am – 10:30 am

• Thursday, October 26th, 10:00 am – 10:30 am

• Thursday, November 2nd, 10:00 am – 10:30 am

• Thursday, November 16th, 10:00 am – 10:30 am

• Thursday, November 30th, 10:00 am – 10:30 am

• Thursday, December 7th, 10:00 am – 10:30 am

Mirosoft Teams meeting Join on your computer or mobile app Click here to join the meeting Meeting ID: 293 754 842 172 Psscode: Uhqm2D Download Teams | Join on the web Or call in (audio only) +1 267-332-8737,,690952530# United States, Philadelphia Phone Conference ID: 690 952 530# Find a local number | Reset PIN

Recording or transcription of this meeting may not occur without consent of all participants, as required by law, and must adhere to Commonwealth policies.

For more information click the legal link.

BDISBO Events Page https://teams.microsoft.com/l/meetup-join/19%3ameeting_YTA4MDFkZGMtYWJjOS00OTYwLTg4MmQtNzQ3NzdkMGZlY2Iy%40thread.v2/0?context=%7b%22Tid%22%3a%22418e2841-0128-4dd5-9b6c-47fc5a9a1bde%22%2c%22Oid%22%3a%221ec6841f-6765-4839-a043-9289e9724318%22%7d https://www.microsoft.com/en-us/microsoft-teams/download-app https://www.microsoft.com/microsoft-teams/join-a-meeting tel:+12673328737,,690952530# https://dialin.teams.microsoft.com/783683fb-6d69-4e8b-aa52-814e500ad7b8?id=690952530 https://dialin.teams.microsoft.com/usp/pstnconferencing https://www.dgs.pa.gov/Small Diverse Business Program/Pages/News-Media.aspx

New Forms and Processes

Pennsylvania Department of General Services22

SDB/VBE Instructions – SDB-1/VBE-1 READ

•SDB/VBE Participation Submittal – SDB-2/VBE-2

•SDB/VBE Utilization Schedule – SDB-3/VBE-3

•Letter of Commitment – SDB 3.1/VBE-3.1

•Guidance for Good Faith Effort (GFE) Waiver –

SDB-4/VBE-4 READ

•GFE Waiver – SDB-5/VBE-5

SDB Submittal Instructions – SDB-1

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SDB Submittal – SDB-2

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SDB Utilization Schedule – SDB-3

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Letter of Commitment SDB-3.1

SDB to expect a letter and SIGN it!

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Guidance to Document GFE SDB-4

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READ, READ, READ

▪ The ability or desire of a prime contractor to perform the work of a contract with its own organization does not relieve the Offeror of the responsibility to make Good Faith Efforts to meet the SDB participation goal.

• Prime must complete all components of the GFE paperwork.

Details/Evidence are important, proof is required.

• Carefully review SDB and VBE submittal Instructions, specifically Section VI of SDB/VBE-1 which lists pertinent items as Fatal errors.

Good Faith Efforts Packet SDB-5

Pennsylvania Department of General Services28

Good Faith Efforts (GFE) Partial or Full Waiver ❑ Identified Items of Work Applicant Made

Available to SDBs (Part 1)

❑ Identified SDBs and Record of Solicitations (Part 2)

❑ SDB Outreach Compliance Statement (Part 3)

❑ Additional Information Regarding Rejected SDB Quotes (Part 4)

❑ SDB Subcontractor Unavailability Certificate (Part 5)

SDB GFE Documentation – SDB-5

Complete all five parts

Pennsylvania Department of General Services29

GFE Waiver – Part 1

Identified Items of Work Offeror Made Available to SDBs

Pennsylvania Department of General Services30

GFE Waiver – Part 2

Identified SDBs and Record of Solicitations

Pennsylvania Department of General Services31

GFE Waiver – Part 3

SDB Outreach Compliance Statement

Pennsylvania Department of General Services32

GFE Waiver – Part 4

Additional Information Regarding Rejected SDB Quotes

Pennsylvania Department of General Services33

GFE Waiver – Part 5

SDB Subcontractor Unavailability Certificate

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Best Practices

Do’s

• Read the solicitation and all instructions completely.

• Submit SEPARATE SDB and VBE submittal forms.

• Validate subcontractor SDB/VBE status in DGS Supplier Database.

• Ensure that all appropriate forms are completed and signed correctly.

• Submit questions early per the solicitation requirements.

Don'ts

• Make any assumptions.

• Copy SDB submittal paperwork. Download and complete the VBE submittal separately, titles and accuracy matter.

• Skip any portion of the GFE request documentation.

• Forget to verify subcontractor status as current SDB/VBE in DGS Supplier Database.

Notes

▪ READ, READ, READ, solicitation instructions completely.

• Subcontractors identified in SDB-3, Utilization Schedule must be validated as of bid due date and time.

• Model Form SDB/VBE Subcontractor Agreement - is provided for informational purposes only. To be completed by award winning vendor only.

REMINDER

Failure to submit fully completed SDB and VBE submittal packets or GFE waiver request documentation will result in removal of your bid for award consideration

Questions?

Pennsylvania Department of General Services38

BDISBO Contact Info

Pennsylvania Department of General Services39

Bureau of Diversity, Inclusion and Small Business Opportunities

North Office Building 401 North Street, Room 611 Harrisburg, PA 17120-0500

717.783.3119 GS-BDISBO@pa.gov

mailto:GS-BDISBO@pa.gov