SDP-FORM-for-POS~1.xlsx
XLSX spreadsheet 18 KB Posted
- Solicitation number
- BD-27-1078-ORI1A-ORI-132460
- Issued by
- Massachusetts
About this file
This is a Supplier Diversity Program (SDP) Form for Purchase of Service (POS) Providers required by the Commonwealth of Massachusetts for annual filing with the Uniform Financial Report (UFR). The form applies to all providers holding POS contracts with Commonwealth departments and those responding to POS bids posted on COMMBUYS. Providers must complete the form in its entirety annually and submit it with their UFR filing, entering "SDP Form" as the document category. The form requires no signature and must be saved as an Excel 97-2003 Workbook (.xls) format, not the current .xlsx format.
The form consists of three required sections: Part I requests basic contractor contact information including business name, contact person, email, and phone number. Part II requires the provider's revenue information for the UFR reporting year, specifically revenue from Commonwealth POS contracts and total gross revenue as reported to the Internal Revenue Service or Massachusetts Department of Revenue. Part III requires information on all SDP partners, including their certified business type, relationship type (subcontracting or ancillary products and services), amounts expended in the prior UFR reporting year, and committed amounts for the current fiscal year. All SDP partners must hold certifications from eligible categories including MBE, WBE, SDVOBE, VBE, M/NPO, W/NPO, V/NPO, DOBE, or LGBTBE. Providers certified by the Supplier Diversity Office may not list themselves as partners. Additional resources regarding the Supplier Diversity Program are available at www.mass.gov/sdp and www.mass.gov/sdo.
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Text version
SDP Plan Form for POS Supplier Diversity Program (SDP) Form for Purchase of Service (POS)
| Providers must complete this form in its entirety to be qualified to contract with Commonwealth Agencies for POS services. |
| This form must be filed annually with a provider's UFR Report, and a copy of the completed form must be submitted when responding to POS contract opportunities with an Executive Department. |
Submission for Fiscal Year (YYYY) Please do not convert to PDF. See "How to Submit" for instructions.
Part I Contractor Contact Information (Required)
Business Name Contact Name Contact Email Contact Phone
Part II Provider Revenue Information for the UFR Reporting Year (Required)
| Provider's Revenue from Commonwealth POS Contracts in the URF Reporting Year (e.g. FY2025) |
| Provider's Total Gross Revenue in the UFR Reporting Year (e.g. FY2025) |
| Part III | SDP Partner Information (Required) (Insert additional lines as needed) | |||
| Providers that are currently SDO Certified may not list themselves as a Partner. | ||||
| Planned and Current SDP Partner Company Name(s) (as it appears in a database of eligible partners)* | Certification Type (Choose One)** | Relationship Type (Subcontracting or Ancillary) (Choose One) | Expended Amount in the UFR Reporting Year (e.g. FY2025) | Committed Amount in Current Fiscal Year (e.g. FY2026) |
| TOTAL | $ - 0 | $ - 0 |
| PERCENT (%) OF POS SPEND | 0% |
| Acceptable Partnership Types | **All SDP Partners must possess one or more of |
| ● Subcontracting is a business relationship in which the SDP partner is involved in the provision of services directly to the client or to the Commonwealth. | the following certification types: |
| ● Ancillary Products and Services is a business relationship in which the SDP partner provides products or services that are not directly related to the prime contractor’s contract with the Commonwealth but instead are related to their general business operations. | MBE - Minority Business Enterprise |
| WBE - Woman Business Enterprise | |
| *Eligible SDP Partners can be found by searching: | SDVOBE - Service-Disabled Veteran-Owned Business Enterprise |
| Supplier Diversity Office Directory of Certified Businesses | VBE - Veteran-Owned Business Enterprise |
| Veteran Small Business Certification (sba.gov) | M/NPO - Minority Non-Profit Organization |
| W/NPO - Women Non-Profit Organization | |
| How to Submit this Form: | V/NPO - Veteran Non-Profit Organization |
| • Complete the form electronically. No signature is required. | DOBE - Disability-Owned Business Enterprise |
| • "Save as" an Excel 97-2003 Workbook (*.xls) | LGBTBE - Lesbian, Gay, Bisexual or Transgender Business Enterprise |
| • Important: Do not use the current Excel Workbook (*.xlsx) format. | Form updated 07/18/2023 |
| • Submit with your UFR filing. Enter "SDP Form" under Document Category. |
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) in one of the diverse business categories, e.g. a Minority- and/or Women Business/Organization. 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. Providers filing an Exempt UFR Filing are still required to include the completed SDP form with their filing.
Part I - Contractor Contact Information (Required)
● Contractor Information: Business name, contact name, phone number and email.
Part II – Provider Revenue Information for the UFR Reporting Year (Required)
● The Provider's Revenue from Commonwealth POS Contracts in the UFR Reporting Year can be found on the "POS Expenditure and Federal Funds Listing" posted by OSD on the provider’s UFR eFiling site.
● Provider's Total Gross Revenue in the UFR Reporting Year is the contractor's gross revenue for the entire organization as reported to the Internal Revenue Service or the Massachusetts Department of Revenue.
Note: The UFR Reporting Year is the completed fiscal year for which the UFR filing is being submitted.
Part III - Contractor's SDP Partner Information All SDP Partner(s) listed on the form must be certified in one or more of the certification categories listed on Page 1 of this form. Links to searchable databases of eligible SDP partners are also available on Page 1 of the form.
Providers certified by the Supplier Diversity Office may not list their own organization as an SDP partner.
● 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.
● Relationship Type: Select one of the following types:
- Subcontracting is a business relationship in which the SDP partner is involved in the provision of services directly to the client or to the Commonwealth.
- Ancillary Products and Services is a business relationship in which the SDP partner provides products and/or services that are not directly related to the Provider’s contract with the Commonwealth but instead are related to their general business operations.
Note: If the Commonwealth only receives a portion of the products or services provided by a partner, the full amount should still be reported. The portion received by the Commonwealth may be reported as subcontracting while the remainder of the amount may be reported as ancillary products and services.
● Expended Amount in the UFR Reporting Year: Enter the amount (as an exact dollar figure) that your organization spent with SDP partner(s) during UFR reporting year.
● 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.
Additional Resources
● More information about the Supplier Diversity Program (SDP) is available at www.mass.gov/sdp
● More information about supplier diversity certifications is available at www.mass.gov/sdo https://veterans.certify.sba.gov/https://www.diversitycertification.mass.gov/BusinessDirectory/BusinessDirectorySearch.aspx
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