BDISBO SDB VBE Goal Setting Information Session.pdf
PDF 3 MB Posted
- Attached to
- PennDOT Mainframe Services
- Solicitation number
- 3525R03
- Issued by
- Pennsylvania
About this file
This document is a Small Diverse Business Enterprise (SDB) and Veteran Business Enterprise (VBE) Goal Setting Information Session presentation for Pennsylvania Department of General Services RFP 3525R03 regarding PennDOT Mainframe Services. The solicitation seeks IBM-compatible mainframe services including hosting, management, infrastructure support, disaster recovery, and security compliance for approximately 100 applications, with particular emphasis on critical applications. The presentation provides comprehensive guidance on SDB and VBE participation requirements, supplier classifications, and submittal procedures. All bidders and offerors are required to meet the stated participation goals or receive an approved Good Faith Efforts waiver; failure to do so will result in rejection of the bid or proposal as nonresponsive.
The solicitation establishes specific SDB and VBE participation goals of 26% and 3%, respectively. Eligible SDB categories include Disability-Owned Business Enterprises, Minority Business Enterprises, LGBT Business Enterprises, Service-Disabled Veteran Business Enterprises, and Women Business Enterprises. Eligible VBE categories include Veteran Business Enterprises and Service-Disabled Veteran Business Enterprises. Bidders may meet these goals through three scenarios: self-performing as a DGS-verified SDB and/or VBE prime vendor, finding separate DGS-verified SDB and VBE vendors, or using a dually-verified SDB/VBE vendor. All subcontractors must be certified and valid as of the bid close date. Prompt payment terms require that bidders pay SDB/VBE subcontractors within ten days after receipt of payment from the Commonwealth. The Commonwealth provides access to the DGS Supplier Search database to identify certified small businesses, and bidders must submit separate SDB and VBE participation submittal packets with supporting documentation including utilization schedules, letters of commitment, and Good Faith Efforts waiver documentation if applicable.
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Pennsylvania
Department of General Services
RFP 3525R03 PennDOT Mainframe Services
BDISBO SDB/VBE
Goal Setting Information Session
Issuing Officer – Rhonda Dolen – rdolen@pa.gov
Contents Bid Documents 3
Bid Goals 4
Supplier Classifications 5
DGS Supplier Search 8
Submittal Documents 20
Summary 31
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
This presentation cannot be shared, reproduced, or modified without express written permission
Small Diverse Business Enterprise (SDB) and Veteran Business Enterprise (VBE)
Jaggaer References:
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
DO NOT MERGE PARTICIPATION FILES – EACH SUBMITTAL MUST BE UPLOADED INDIVIDUALLY
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 participation goal will result in the rejection of the Bid or Proposal as nonresponsive .Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
Solicitation Specific Goals RFP 3525R03 PennDOT Mainframe Services SDB VBE
26% 3%
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 3-5 years.
Primes are welcome to exceed the goal!
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
Goal Setting Process
Supplier Registration Classifications
Small Business (SB) Eligibility Requirements
• For-profit, USA business
• Business must be independently owned
• May not be dominant in its field of operation
• May not employ more than 100 full-time equivalent employees
• May not exceed 3-year average gross revenues of $47 million, regardless of business type
Small Diverse Business (SDB)
• Disability-Owned Business Enterprise
(DOBE)
• Minority Business Enterprise (MBE)
• LGBT Business Enterprise (LGBTBE)
• Service-Disabled Veteran Business
Enterprise (SDVBE)
• Woman Business Enterprise (WBE)
Veteran Business Enterprise
(VBE)
• Veteran Business Enterprise (VBE)
• Service-Disabled Veteran Business Enterprise (SDVBE)
Micro Business (MCB)
• 25 or fewer full-time employees
• 3-year average revenue < $1 million
Midsize Business (MDB)
• 750 or fewer full-time employees
• 3-year average revenue > $47 million but < $141 million
SDB and VBE Classification
•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 $47 Million, regardless of business type.
Small Diverse Business 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 Enterprises
Goal oriented
• Veteran Business Enterprise (VBE)
• Service-Disabled Veteran Business Enterprise (SDVBE)
SB Eligibility SDB VBE
SDBs/VBEs must be certified/valid as of bid close due date and time.
Commonwealth Phone Directory | Department of General Services | Commonwealth of Pennsylvania https://www.dgs.pa.gov/Pages/default.aspx https://www.dgs.pa.gov/Pages/default.aspx
3 Scenarios
• Self-Perform as a DGS-verified SDB and/or VBE Prime vendor
• Find Separate DGS-verified SDB and VBE vendors
• Use a DGS Dually-verified SDB/VBE vendor
Submittal Forms
• Complete SDB-2&3/VBE-2&3 by putting your company name as vendor with appropriate percentage commitment to fulfill each goal amount.
• Complete SDB-2&3/VBE-2&3 by noting SDB vendor on SDB submittal and VBE vendor on VBE submittal with appropriate percentage commitment to fulfill each goal amount.
• Complete SDB-2&3 /VBE-2&3 by noting same vendor on both SDB-2&3 and VBE-2&3 with highest percentage value commitment on BOTH forms.
How to Meet the Goal
Finding SDB/VBE vendors http://www.dgs.internet.state.p a.us/suppliersearch https://www.dgs.pa.gov/Small%
20Diverse%20Business%20Progr am/Documents/Finding%20SBs
%20and%20SDBs.pdf http://www.dgs.internet.state.p a.us/suppliersearch
Access Search Guide -https://www.dgs.pa.gov/Small% 20Diverse%20Business%20Progr am/Documents/Finding%20SBs
%20and%20SDBs.pdf
Supplier Search assistance available from Issuing Officer or Bureau of Diversity Procurement
Liaison
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
This presentation cannot be shared, reproduced, or modified without express written permission http://www.dgs.internet.state.pa.us/suppliersearch 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 https://www.dgs.pa.gov/Small%20Diverse%20Business%20Program/Documents/Finding%20SBs%20and%20SDBs.pdf
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
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
http://www.dgs.internet.state.pa.us/suppliersearch
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)
IMPORTANT: Always click Reset prior to a new search to clear parameters from previous searches
Hierarchy Category
Number
Name
Segment 44000000 Office equipment and accessories
& supplies
Family 44120000 Office supplies
Class 44121700 Writing
Instruments
Commodity 44121706 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
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
http://www.unspsc.org/
UNSPSC Commodity Code Search
Advanced Search (continued)
Use multiple filters to restrict your search results to exactly what and where you need.
Search result
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
Supplier Profile
SB, SDB & VBE Expiration Dates
SB, SDB & VBE Classifications
Contact Information
Search Results to Excel
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
Forms and Processes
• 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
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
This presentation cannot be shared, reproduced, or modified without express written permission
DO NOT MERGE PARTICIPATION FILES – EACH
SDB/VBE SUBMITTAL PACKET MUST BE UPLOADED
INDIVIDUALLY
Submittal – SDB/VBE -2
Utilization Schedule – SDB/VBE-3
Letter of Commitment- SDB/VBE-3.1
SDB/VBE
to expect a letter and SIGN it!
Guidance to Document GFE SDB/VBE-4
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
This presentation cannot be shared, reproduced, or modified without express written permission
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 stated participation goal.
When seeking a Partial or Full GFE Waiver, 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/VBE-5
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)
GFE Waiver – Part 1
Identified Items of Work Offeror Made Available to SDBs
GFE Waiver – Part 2
Identified SDBs and Record of Solicitations
GFE Waiver – Part 3
SDB Outreach Compliance Statement
GFE Waiver – Part 4
Additional Information Regarding Rejected SDB Quotes
GFE Waiver – Part 5
SDB Subcontractor Unavailability Certificate
Do
• 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.
• 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.
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
Do Not
Important Notes
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
This presentation cannot be shared, reproduced, or modified without express written permission
Prompt Payment Terms (non- construction) – 7/1/2023
• Bidder/Offeror shall pay SDB/VBEs, after receipt of a proper invoice and all other required documentation from an SDB/VBE, within 10 days after receipt of payment from the Commonwealth.
• Provided for informational purposes only. May be completed by award winning vendor only.
– 7/1/2023
Model Form SDB/VBE Subcontractor Agreement
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
BDISBO Contact Info
• 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
Copyright © 2024 by the Commonwealth of Pennsylvania. All Rights Reserved.
This presentation cannot be shared, reproduced, or modified without express written permission mailto:GS-BDISBO@pa.gov mailto:GS-BDISBO@pa.gov mailto:GS-BDISBO@pa.gov mailto:GS-BDISBO@pa.gov
| Slide 1: RFP 3525R03 PennDOT Mainframe Services BDISBO SDB/VBE Goal Setting Information Session |
| Slide 2: Contents |
| Slide 3: Small Diverse Business Enterprise (SDB) and Veteran Business Enterprise (VBE) Jaggaer References: Description #6. Small Diverse Business (“SDB”) and Veteran Business Enterprise (“VBE”) Participation #7. New SDB and VBE Goal Information Session # |
| Slide 4: Solicitation Specific Goals |
| Slide 5: Supplier Registration Classifications |
| Slide 6: SDB and VBE Classification |
| Slide 7: How to Meet the Goal |
| Slide 8: Finding SDB/VBE vendors |
| Slide 9: Finding SDBs and VBEs |
| Slide 10: Quick Search |
| Slide 11: Advanced Search |
| Slide 12: UNSPSC Commodity Code Search |
| Slide 13: Advanced Search (continued) |
| Slide 14: Search result |
| Slide 15: Search Results |
| Slide 16: Supplier Profile |
| Slide 17: Search Results to Excel |
| Slide 18: Excel Export Results – Supplier Contacts |
| Slide 19: Forms and Processes |
| Slide 20: Submittal – SDB/VBE -2 |
| Slide 21: Utilization Schedule – SDB/VBE-3 |
| Slide 22: Letter of Commitment- SDB/VBE-3.1 |
| Slide 23: Guidance to Document GFE SDB/VBE-4 |
| Slide 24: Good Faith Efforts Packet SDB/VBE-5 |
| Slide 25: GFE Waiver – Part 1 |
| Slide 26: GFE Waiver – Part 2 |
| Slide 27: GFE Waiver – Part 3 |
| Slide 28: GFE Waiver – Part 4 |
| Slide 29: GFE Waiver – Part 5 |
| Slide 30: Do |
| Slide 31: Important Notes |
| Slide 32: REMINDER |
| Slide 33: BDISBO Contact Info |
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