BEP VBP Utilization Plan Part I and Part II Step By Step Guide.docx

When you are filling out Part I, II of the Utilization Plan, please use the instructions below. Please read them carefully. All fields are required.

Utilization Plan Part I: Bidder/Offeror Signed Commitment

Please provide the following information:

Bid Solicitation Number (page 3):

· Enter the solicitation bid number.

BEP Solicitation Goal (page 3):

· Enter the solicitation BEP Goal Percentage

VBP Solicitation Goal (page 3):

· Enter the solicitation VBP Goal Percentage

· If the solicitation does not contain a Veteran goal, please enter 0% for this section of Part I Commitment.

There are only two ways to meet the goal: 1. The prime bidder is BEP/VBP certified and will self-perform; 2. The prime bidder is not BEP/VBP certified and will meet the goal through subcontracting of BEP certified firms.

When completing Part I Commitment, please select one of the checkbox options below.

☐ Bidder/offeror is a BEP/VBP certified firm registered in at least one of the solicitation’s NIGP Code(s) and will fully meet the goal through self-performance. (If checked, submit this signed Part I Commitment only.)

Option 1:

· If you checked Option 1, this means you are a BEP/VBP certified firm bidding as a BEP/VBP Prime. Please submit this signed Part I only). Your utilization plan packet is complete. All fields are required.

☐ Bidder/offeror has identified BEP/VBP certified subcontractor(s) to fully meet the assigned BEP/VBP goal. Only BEP/VBP certified subcontractors registered in at least one of the NIGP Code(s) identified in the solicitation may be used to meet the BEP/VBP goal. Subcontractors that are dually BEP and VBP certified may only be counted towards either goal, not both. (If checked, complete and submit the signed Part I Commitment and signed Part II Subcontracting Participation Agreement(s) (PA). A signed PA must be submitted for each subcontractor.)

Option 2:

· If you checked Option 2, this means you are not a BEP/VBP certified firm and bidding a Prime Bidder. Please complete and submit the signed Part I Commitment and the signed Part II Subcontracting Participation Agreement (PA). A signed PA must be submitted for each subcontractor).

☐ Bidder/offeror cannot fully meet the goal but has submitted a Good Faith Effort (GFE) and hereby requests a waiver or reduction of the goal to %. (If checked, submit the signed Part I Commitment, completed Part III Good Faith Effort, and if requesting a reduction, the signed Part II Subcontractor Participation Agreement(s).)

Option 3:

· If you checked Option 3, this means you are unable to meet the BEP Utilization goal as stated or you cannot find a specific vendor. Please submit the signed Part I Commitment, completed Part III Good Faith Effort, and if requesting a reduction, the signed Part II Subcontractor Participation Agreement(s).

Signature (page 4): Provide the following information.

· Enter your Company Name of the Prime Vendor

· Signature

· Print Name

· Title

· Email

· Phone Number

· Date

Figure 1: Screenshot of Part I, displaying checkboxes and Signature Page.

Utilization Plan Part II: Subcontracting Participation Agreement

If you placed a check mark in Option 2 in Part I Commitment, please provide the following information in Part II PA. Leave no blank spaces.

Solicitation Name (page 5):

· Enter the Solicitation Name of the bid.

Solicitation Number (page 5):

· Enter the State Purchasing Institution’s bid number.

Name of Prime Vendor (page 5): Provide All Required Information.

· Company Name

· Address

· City

· State

· Zip Code

· Telephone Number

· Fax Number

Bidder/offeror’s Contact responsible for compliance with this Participation Agreement (page 5):

· Enter the name of the Company representative responsible for the compliance with this BEP/VBP goal.

Name of BEP/VBP Certified Vendor (page 5): Provide All Required Information.

· Company Name

· Type of Certified Vendor: Please check a box for BEP or VBP

· Address

· City

· State

· Zip Code

· Telephone Number

· Fax Number

· Email Address

BEP/VBP Vendor’s Contact responsible for compliance with this Participation Agreement (page 5):

· Enter the name of the Company representative responsible for compliance with this BEP/VBP goal.

Type of Agreement (page 5):

· Check a box for type of services in this section.

Section a: Proposed percentage of contract to be performed by the BEP/VBP Certified Vendor (page 5):

· Enter a percentage for the BEP/VBP in this section.

Section b: Anticipated start date of the Certified BEP/VBP Vendor (page 5):

· Enter the anticipated start date in this section.

Section c: Participation Agreement and Terms (page 6):

· Enter an estimated term in this section.

Section d: Statement of Work (page 6):

· Enter description of work to be performed or goods/equipment to be provided by the BEP/VBP certified firm and the NIGP Commodity Code(s) associated with this BEP/VBP certified firm.

Bidder/Offeror (Company Name and d/b/a) (page 6): Provide All Required Information.

· Enter bidder/offeror’s Company Name

· Signature

· Print Name

· Title

· Date

Certified BEP/VBP (Company Name and d/b/a) (page 6): Provide All Required Information.

· Enter BEP or VBP Company Name

· Signature

· Print Name

· Title

· Date

Participation Agreement Checklist Reminder

· Firm is certified in the CEI’s State of Illinois Supplier Diversity Management Portal?

· Firm is certified in the NIGP Codes in the solicitation.

· Firm NIGP Codes MATCH the NIGP Codes in the posted solicitation documents?

· All Certified Vendor contact information sections completed?

· All Certified Vendor checkbox option sections completed?

· Sections A, B, C, and D completed?

· Section D contains both description and NIGP Codes completed?

· Separate U-Plan and Participation Agreement(s) for BEP goal and Veteran goal completed?

· Signed Joint Venture Agreement attached to U-Plan?

· Signed Joint Venture Part II PA attached for each Joint Venture Certified Vendor?

· Both Prime Bidder and Certified Vendor(s) signatures completed?

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