SDP Form for POS.xls

SDP Spending Report

FORM INSTRUCTIONS

Overall Providers that hold POS contracts with Commonwealth departments are required to file a "Supplier Diversity Program (SDP) Form for Purchase of Service (POS)" each year and upload it with their Uniform Financial Report (UFR). This requirement includes Providers who have already been certified by the Supplier Diversity Office (SDO) as a Minority- and/or Women Business/Organization. Providers that are exempt from UFR filing requirements must submit the SDP form when they upload their exemption request. Providers responding to POS bids posted on COMMBUYS will be directed to submit the most recent completed copy of this form with their proposals/quotes.

Part I - Contractor Information Bidder/Contractor Information: Business name, contact name, phone number and email.

Fiscal Year Total POS State Expenditures can be found on the "POS Expenditure and Federal Funds Listing" posted by OSD on the provider’s UFR eFiling site.

Part II - Contractor's SDP Partner Information Planned or Current SDP Partner(s) must belong to any one or more of the following groups:

- MBE - Minority Business Enterprise, WBE - Woman Business Enterprise , or M/WBE - Minority and Woman Business Enterprise;

- M/NPO - Minority Non-Profit Organization, W/NPO - Women Non-Profit Organization, M/W/NPO - Minority and Women Non-Profit;

- SDVOBE - Service-Disabled Veteran-Owned Business Enterprise; and/or

- VBE - Veteran-Owned Business Enterprise Organization

Only partners listed on one of the "Directory of Certified Businesses" lists on www.mass.gov/sdo can be listed as partners on this form.

Providers certified by SDO may not list their own organization as an SDP partner.

Although currently not covered by SDP spending commitments, Providers may also inform the Commonwealth of their spending with partners certified as DOBE - Disability-Owned Business Enterprise, and LGBTBE - Lesbian, Gay, Bisexual or Transgender Business Enterprise.

Certification Type: Select the partner's certification type from the menu. For partners with multiple certification types, please select the one that is highest on the dropdown list.

Description of Business Relationship: Describe the business relationship/arrangement with the SDO Certified Partner (e.g. "providing transportation services").

Committed Amount in Current Fiscal Year : Enter the amount (as an exact dollar figure) your organization is committed to spend with SDP partner(s) during the current Fiscal Year. If you are filing a UFR for Fiscal Year 2016, the commitment would be for Fiscal Year 2017.

Expended Amount in Prior Fiscal Year: Enter the amount (as an exact dollar figure) that your organization expended with SDP partner(s) during the past fiscal year (UFR reporting year). If you are filing a UFR for Fiscal Year 2016, the commitment would be for Fiscal Year 2017.

Additional Resources

· More information about the Supplier Diversity Program (SDP) is available at www.mass.gov/sdp

· For a complete list of certified vendors refer to www.mass.gov/sdo

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