Submit as Excel File - POS SDP FORM Updated Oct 2023.xls
XLS spreadsheet 57 KB Posted
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- Clinical Team
- Solicitation number
- BD-27-1023-1023C-1023L-130202
- Issued by
- Massachusetts
About this file
This is a Supplier Diversity Program (SDP) Form for Purchase of Service (POS) Providers required by Commonwealth of Massachusetts agencies. The form serves as an annual certification document that must be completed by all POS providers seeking to contract with Massachusetts Executive Departments. Providers are required to file this form annually with their Uniform Financial Report (UFR) submission and must submit a copy when responding to POS contract opportunities. The form captures three primary sections: contractor contact information including business name, contact person, email, and phone; provider revenue information showing both Commonwealth POS contract revenue and total gross revenue for the UFR reporting year; and SDP partner information detailing planned and current partnerships with certified diverse suppliers.
The form requires providers to identify all Supplier Diversity Office (SDO) certified partners and categorize them by certification type, which includes MBE (Minority Business Enterprise), WBE (Woman Business Enterprise), SDVOBE (Service-Disabled Veteran-Owned Business Enterprise), VBE (Veteran-Owned Business Enterprise), M/NPO (Minority Non-Profit Organization), W/NPO (Women Non-Profit Organization), V/NPO (Veteran Non-Profit Organization), DOBE (Disability-Owned Business Enterprise), and LGBTBE (Lesbian, Gay, Bisexual or Transgender Business Enterprise). Partners must be classified by relationship type as either subcontracting (services directly related to the Commonwealth contract) or ancillary products and services (supporting general business operations). The form requires documentation of both expended amounts during the UFR reporting year and committed amounts for the current fiscal year, with calculation of total SDP spend percentage. The form must be submitted as an Excel 97-2003 Workbook (.xls) format, not PDF or .xlsx format, with the most recent version dated October 5, 2023.
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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 (Choose One) | 2023 | 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. FY2023) | |||||
| Provider's Total Gross Revenue in the UFR Reporting Year (e.g. FY2023) | |||||
| 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. FY2023) | Committed Amount in Current Fiscal Year (e.g. FY2024) | |
| 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 provides products and/or services directly related to the contract with the Commonwealth. | |||||
| ● 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. | the following certification types: | ||||
| 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 10/05/2023 | ||||
| • 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 provides services directly related to the contract with 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 Veteran Small Business Certification (sba.gov) Supplier Diversity Office Directory of Certified Businesses
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