Control_panels__OSDI_Participation_Memo_Questionnaire_3.9.26-MJC.pdf

OFFICE of SUPPLIER DIVERSITY & INCLUSION

Forecasting and Planning Participation Questionnaire

OSDI Form FPPQ - 2021 Office of Supplier Diversity & Inclusion

The following questions will assist you in responding to inquiries by the Office of Supplier Diversity & Inclusion

(OSDI) about your requested purchase(s)/acquisition(s). The information provided will further assist the OSDI in planning for the appropriate MBE participation. Please contact OSDI with any questions at extension 8800 or e-mail supplierdiversity@wsscwater.com.

SECTION 1: PURCHASING REQUIREMENT

1. What good or service is your Team/Office seeking to purchase/acquire?

(Use additional sheets, if required.)

a. Briefly Describe:

b. List the NAICS Code and Description:

c. List the Trade or A&E Discipline:

2. What is the estimated cost or upset limit for the good or service contract?

a. Cost: $

b. Upset Limit: $

3. What is the scope of the work/end-user request? (Use additional sheets, if required.)

4. What portion of the good or service may be subcontracted by trade or A&E

Discipline, if any? (Use additional sheets, if required.)

a. Briefly describe:

b. None, describe why:

c. Don’t Know/Not Sure:

5. What is your recommendation regarding this purchase/acquisition?

a. Unbundle: Explain Pro or Con:

b. Bundle: Explain Pro or Con:

c. Neither, a. or b.: Describe why neither:

d. No Recommendation mailto:supplierdiversity@wsscwater.com

OSDI Form FPPQ - 2021 Office of Supplier Diversity & Inclusion

6. Are you considering multiple awards for this Contract?

a. No:

b. Yes: Fill in the total number of awards:

If yes, what will be the upset limit for each award?

Award #1 Upset Limit: $

Award #2 Upset Limit: $

Award #3 Upset Limit: $

Award #4 Upset Limit: $

Award #5 Upset Limit: $

7. Who are the typical vendors, Primes or Suppliers that bid/propose on this type and size contract? (Use additional sheets, if required.)

1. 4.

2 5.

3. 6.

Check here if None/Don’t Know/Not Sure:

8. Who are the typical vendors, Primes or Suppliers that have been awarded this type and size contract in the past? (Use additional sheets, if required.)

1. 4.

2. 5.

3. 6.

Check here if None/Don’t Know/Not Sure:

9. For this good or service, can you forecast (i.e., plan for the purchase) this need?

a. Annually: Yes No

b. Per Fiscal Year: Yes No

c. Quarterly: Yes No

d. If you answered No to any option, please describe the reason below:

Office of Supplier Diversity & Inclusion 3

SECTION 2: PURCHASE/SPEND HISTORY

10. Has WSSCWater purchased/acquired this good or service prior to this request?

a. If no, proceed to Question 17

b. If yes, fill-in the following information and proceed to Question 11:

Most recent Purchase Order No.:

Most recent Contract No.:

Most recent Purchase Date (mm/yy):

Name of the Vendor:

Total Award:

Total Validated Payments:

Was there Subcontracting:

Yes No

If yes: % planned proffered: % validated as proffered

11. Is there an existing contract for this good or service?

a. If no, proceed to Question 16

b. If yes, fill-in the following information and proceed to Question 12

Current Purchase Order No.:

Current Contract No.:

12. Can the existing contract be:

a. Extended: Yes No

b. Option Years Exercised: Yes No

c. Placed on a Cooperative Agreement: Yes No

13. How much is/was spent on the purchase/acquisition of this good or service?

a. Annually: $

b. Per Fiscal Year:

c. By Commodity:

d. By Good or Service:

e. Don’t Know/Not Sure of spending amount:

Office of Supplier Diversity & Inclusion

14.) What is/was the timing of the purchase/acquisition of this good or service?

a. One-time spend: Yes

b. Routine spend: (i.e., regular schedule)

c. Periodic spend: (i.e., as needed only)

d. Not Sure of the timing:

15.) What is/was the typical method of procurement for this good or service?

a. Invitation for Bids (IFB):

b. Request for Proposal (RFP):

c. Request for Quote (RFQ):

d. Request for Qualifications (RFQU):

e. Procurement-Card (P-Card):

f. Cooperative Agreement:

16.) Which Team/Office is/was the Purchaser?

a. My Team/Office only:

b. Mine/Another Team/Office:

c. Another Team/Office only:

17.) Is this request related to a major project? Yes No

a. If yes, fill in the following:

Project Name:

Project/Job Number:

What is the total spending on Project: $

Don’t Know/Not Sure:

18.) What are the requirements for this good or service and job size?

a. Bonding Requirement: $

b. Insurance Requirement: $

19.) What Team/Office is using the same good or service for their needs?

a. List Name (Indicate “N/A” if Don’t Know/None):

No

Yes, how frequent?

Yes, how frequent?

Office of Supplier Diversity & Inclusion

SECTION 3: MARKET PLACE INFORMATION

20.) Are there multiple Suppliers or sources for this purchase/acquisition?

a. Yes:

b. No:

c. Don’t Know/Not Sure:

21.) Excluding the Incumbent, who are the alternative Suppliers or Sources for this purchase/acquisition? List Names: (Use additional sheets, if required.)

1. 3.

2. 4.

22.) To your knowledge what marketplace conditions may/will impact on the cost?

(Use additional sheets, if required.)

a. Describe conditions:

23.) Please describe the following as they relate to the marketplace: (Use additional sheets, if required.)

a. Risks:

b. Opportunities:

c. Competitive Environment:

d. None:

e. Don’t Know/Not Sure:

24.) Are there any special licensing, certificates, permits or specific conditions required for this project? (Use additional sheets, if required.) If yes, describe:

a. No:

b. Don’t Know/Not Sure:

25.) What is the experience level for this project by Primes?

a. Level of Experience :

b. Don’t Know/Not Sure:

Office of Supplier Diversity & Inclusion

26.) Are there complexities of which the Prime should be informed?

(Use additional sheets, if required.)

If yes, describe:

a Don’t Know/Not Sure:

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