VEH114 Vehicle Parts Refined Motor Oil and Lubricants Bidders Conference FINAL.pdf

© 2022 Operational Services Division All Rights Reservedmass.gov/osd

VEH114 – Automotive Parts, Paint, Refined Motor Oil, Lubricants, and Other Fluids Bidders’ Conference

March 3, 2022 1:00 – 2:00 p.m.

@Mass_OSD mass.gov/osd2

Webinar Logistics

• Today’s presentation is being recorded

• Use the Control Panel to select your audio mode

• To keep the Control Panel open, click “View” menu and uncheck “Auto-Hide Control Panel”

• Click “Audio” in the Control Panel and select the Phone Call option to receive dial-in information

• All participants are muted

• Refer to the “Handouts” section to download a copy of this presentation

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Webinar Logistics

The VEH114 Sourcing Team will address bidder questions through COMMBUYS:

• Submit questions using the COMMBUYS Q&A Tab

• Refer to our Job Aid: Using the Q&A Tab within a COMMBUYS Bid

• Contact the OSD Help Desk for assistance at 888-MA-State (627-8283)

• Per the RFR, the deadline for submission of written questions through the COMMBUYS Q&A Tab is March 7, 2022, 2:00 pm.

• Official answers to bidders’ questions are estimated to be published on March 10, 2022.

https://www.mass.gov/doc/using-the-qa-tab-within-a-commbuys-bid/download mailto:osdhelpdesk@mass.gov

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Today’s Presenters

David Sargeant, Strategic Sourcing Manager, Strategic Sourcing Unit Operational Services Division

Erin Powers, Systems and Policy Trainer, OSD Training Unit Operational Services Division

Katherine Thomas, Training and Policy Coordinator Supplier Diversity Office

@Mass_OSD mass.gov/osd5

1. VEH114 Overview

2. Training Resources

3. Supplier Diversity Program (SDP)

4. Q&A

5. Resources

Agenda

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Session Expectations

Today’s session is not a substitute for reading and digesting the Request for Response (RFR) document. The RFR includes important contract and response details that will not be covered during today’s meeting.

Although we will take general questions about the state’s bidding process, COMMBUYS registration, and the Supplier Diversity Program at the end of today’s session, questions about the bid must be submitted through COMMBUYS using the Q&A feature before the Q&A deadline.

The COMMBUYS Q&A feature and important deadlines will be covered later in the presentation.

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VEH114 Strategic Sourcing Team (SST)

Doris Kupis, Department of Corrections

Lt. Frank Robles, Department of State Police

Sharon Rogers, Barnstable County Sherriff’s Department

Joe Suppa, Massachusetts Department of Transportation

Ken Urato, Massachusetts Department of Transportation

Sara Siddall, Operational Services Division

David Sargeant, Operational Services Division

@Mass_OSD mass.gov/osd8

VEH114 Overview

VEH114 – Automotive Parts, Paint, Refined Motor Oil, Lubricants, and Other Fluids VEH114 will replace Statewide Contract VEH96.

• Initial Term: July 1, 2022, to June 30, 2027

• Options to renew: None

• Multiple contract awards per category

• Target number of vendors: 22*

*The SST reserves the right to award more or fewer vendors https://www.mass.gov/doc/veh96/download

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VEH114 Contract Categories o Category 1- OEM and Non-OEM Parts o Targeting 15 Awards o Remanufactured or reconditioned parts encouraged as options o Category 2- Auto Body Parts and Supplies o Targeting 3 Awards o OEM and Non-OEM permitted but not “junkyard parts” o Category 3- Refined Motor Oil and Lubricants and Other Fluids o Targeting 2 Awards o Category 4- Automotive Batteries o Targeting 2 Awards o Must offer return and disposal pick up of old batteries

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Additional VEH114 Information/Exclusions

New

• Auto Body Parts & Supplies

• Auto Paint & Equipment

• Separate Battery Category

Procurement Exclusions

• The resulting contract will be exclusively for products. Services for labor or installation are prohibited from the resulting contract.

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Evaluation Criteria

Pricing (Discounts): Up to 35 Points

• Must include OEM Authorization Letters, where applicable

Supplier Diversity Program Commitments: Up to 25 Points

• Mandatory Requirement

Prompt Payment Discounts: Up to 10 Points

• Mandatory Requirement

Online system for ordering, access to statements, invoices, etc.: Up to 10 Points References: Up to 5 Points

• Mandatory Requirement

Service Area: Up to 5 points

• Must be able to service 2+ counties

Ability to meet two-hour delivery window: Up to 5 Points

• Mandatory Requirement

EPP: Up to 5 Points

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Who Is Eligible to Use this Contract?

Eligible Entities

• Cities, towns, districts, counties and other political subdivisions;

• Executive, Legislative and Judicial Branches, including all Departments and elected offices therein;

• Independent public authorities, commissions, and quasi-public agencies;

• Local public libraries, public school districts, and charter schools;

• Public hospitals owned by the Commonwealth;

• Public institutions of higher education;

• Public purchasing cooperatives;

• Non-profit, UFR-certified organizations that are doing business with the

Commonwealth;

• Other states and territories with no prior approval by the State Purchasing Agent;

• Other entities when designated in writing by the State Purchasing Agent.

https://www.mass.gov/info-details/why-use-statewide-contracts#eligible-entities-which-may-use-statewide-contracts-

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Performance Measures

Contractors’ performance after contract award will be measured as follows:

• Compliance with purchase and delivery terms

• Quality of assets and/or service

• Order to delivery timeframe

• Invoicing accuracy

• Responsiveness to inquiries

• Timely and accurate completion of quarterly reporting

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Reporting Requirements

• Two separate reports due each quarter:

▪ Sales/Supplier Diversity Program (SDP) Report

▪ Administration Fee Report

• Sales/SDP Report captures all sales and expenditures

• Admin Fee Report for 1% of payments received

• Reports are required even with zero sales

• Payments made through web-based secure payment center

• Reports due 45 days after each quarter ends

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Environmentally Preferable Products (EPP) Procurement Program

EPP Program Overview

• In 2009, Executive Order 515 establishing an Environmental Purchasing Policy for Executive Departments was signed.

• View the Environmentally Preferable Products Procurement Program General Information, Requirements, and Guidance for detailed information about the program at https://www.mass.gov/doc/epp-general-information-requirements-and-guidance/download.

EPP Requirements

• Current Environmental Practices Form: Bidders should communicate existing business practices that foster a sustainable approach to operations and reduce environmental and public health impacts.

• Environmental Plan: Awarded Bidders must agree to work with OSD and the SST to examine the feasibility of implementing an environmental plan throughout the life of the contract. Such a plan may include, but not be limited to, implementing energy initiatives, adopting and implementing sustainability policies or third-party standards and/or certifications, or publicizing their environmental initiatives.

https://www.mass.gov/doc/epp-general-information-requirements-and-guidance/download

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Procurement Calendar

Description Date

Deadline for Submission of Written Questions through COMMBUYS Q&A March 7, 2022 @ 2 PM ET

Official Answers for Bid Q&A Published (Estimated) March 10, 2022

Bid Amendment Deadline (Bid documents will not be amended after this date) March 15, 2022

Deadline for Bid Responses (Bid Opening Date/Time in COMMBUYS) April 14, 2022 @ 2 PM ET

Notification of Apparent Successful Bidders (Estimated) June 1, 2022

Contract Start Date July 1, 2022

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RFR Bid Response Package

Submission Checklist

• Bidder Response Form

• Supplier Diversity Program (SDP) Plan Form

• Environmental Practices Form

• OEM Authorized Letter(s) where applicable

• Business Reference Form (with three references)

• Prompt Payment Discount (PPD) Form

© 2022 Operational Services Division All Rights Reservedmass.gov/osd

Training Resources

Erin Powers, Systems and Policy Trainer

@Mass_OSD mass.gov/osd19

Vendor Registration

❑ Before you begin, gather the following:

▪ Tax ID – either FEIN or SSN (This cannot be edited!);

▪ Main Location Address;

▪ Email Address;

▪ Phone Number;

▪ Business Structure: LLC, LLP, Corporation, Sole Proprietorship, etc.

▪ Business Type: For profit or non-profit.

❑ Go to www.commbuys.com:

▪ Add UNSPSC: 25-10-00

COMMBUYS vendor registration takes about 10 minutes!

COMMBUYS

Vendor

Registration https://www.commbuys.com/bso/view/login/login.xhtml

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Bid Opening Date = Quote Submission

Deadline!

Best Practices

❑ Download and read the RFR in its entirety;

❑ Create a Bid- specific folder;

❑ Download and read all attachments

Before responding to a bid opportunity:

Bid-Specific

Folder

V E

H

❑ Follow instructions for attachments included in the RFR:

▪ Complete required documents;

▪ Save files using File Naming Conventions indicated in the RFR.

❑ Review ALL documents before uploading;

❑ Know the Bid Opening Date.

Preparing to respond:

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COMMBUYS Demo

• Find Training resources

• Locate the VEH114 bid

• COMMBUYS registration

@Mass_OSD mass.gov/osd22

COMMBUYS Q&A

COMMBUYS Q&A is a tool to facilitate dialogue between buyers and bidders.

OSD offers a short video to demonstrate how to use the tool to ask questions about the bid.

Link to the video.

https://www.screencast.com/t/MBlZQta8OYzO https://www.screencast.com/t/MBlZQta8OYzO

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Attend Training

Online Classes

Locate and Respond to Bids in COMMBUYS [March 9, 2022]

COMMBUYS: Essentials for the Seller Role [March 10, 2022]

Pre-recorded Webcasts

How to Locate and Respond to Bid Solicitations in COMMBUYS Link to the recording.

Vendor Registration in COMMBUYS Link to the recording.

Link to the Vendor Training Schedule;

Contact the Training Department:

OSDTraining@mass.gov.

Job Aids How to Create a Quote in COMMBUYS Using the Q&A Tab within a COMMBUYS Bid How to Withdraw, Reopen, and Resubmit a Quote Basic COMMBUYS Navigation and Searching for the Seller Role https://www.screencast.com/t/GMJLKkilF12 https://www.youtube.com/watch?v=kHwmAaAfsZo https://www.mass.gov/doc/vendor-training-schedule/download mailto:osdtraining@mass.gov https://www.mass.gov/doc/how-to-create-a-quote-in-commbuys/download https://www.mass.gov/files/documents/2016/10/wf/using-q-and-a-tab-within-a-commbuys-bid_0.pdf https://www.mass.gov/files/documents/2016/10/ok/withdraw-reopen-resubmit-quote-in-commbuys.pdf https://www.mass.gov/files/documents/2016/11/uk/basic-commbuys-navigation-and-searching-for-the-seller-role.pdf

© 2021 SUPPLIER DIVERSITY OFFICE. All Rights Reserved.

Commonwealth of Massachusetts Supplier Diversity Office (SDO)

Katherine Thomas Training and Policy Coordinator

What is Supplier Diversity?

Supplier diversity is…

• The business practice of consistently including diverse businesses in an organization’s procurement activities.

• Distinct from workforce diversity.

• Commonwealth embraces supplier diversity

What is the Supplier Diversity Program (SDP)?

• To facilitate indirect spending, SDP Partnerships are required for all non-construction Executive Agency procurements expected to result in spending greater than $250,000.

State Agency

Mission To promote equality and diversity in state contracting.

How it works

• Executive state agencies must meet annual goals for spending with certified diverse businesses.

• These goals may be met through:

Direct Spending

Indirect Spending

Prime Contractor

State Agency

Prime

Contractor

SDP

Partner

Key Contract Requirements

All

• Bidders must propose a % of their contract sales to be spent with certified diverse companies (SDP Partners).

• Contractors must report spending with SDP Partner(s) for the duration of the contract.

• SDP Partners utilized by Contractors must be listed in one of the two directories identified in this presentation.

The SDP requirements apply even if your company:

• Expects to do less than $250,000 in business.

• Does not have SDP Partners at the moment.

• Is a certified diverse business.

Supplier Diversity Program Plan Forms

When Bidding When Reporting

Prime Contractors

Report Spending

Supplier Diversity Program (SDP) Plan Form Required for All Bidders

Required fields are shaded in yellow. Optional (desirable) fields are shaded in green. Please do not convert to PDF. Attach to your Quote as an Excel file.

Part I Bidder and Contact Information (Required)

Bidder Company Name

Annual Gross Revenue (3-year average) -$

Name Phone Email

Main Contact for this Bid

SDP Reporting Contact (if awarded)

Part II SDP Focus Statement (Optional)

Describe your company's overall approach to increasing the participation of diverse businesses in the provision of products and services under this proposal/contract

(subcontracting) and in your company's general business operations (ancillary products and services).

Does your company have an internal supplier diversity policy? (Y/N)

Please provide a link to the company supplier diversity policy. If not online, attach to proposal.

Part III SDP Spending Commitment (Required)

Relationship Type Proposed Commitment

Subcontracting 0%

Ancillary products and services 0%

Total SDP Commitment (calculated) 0%

Minimum Total SDP Commitment Required 1%

Part IV Proposed SDP Partners (Required)

Proposed SDP Partner Company Name Relationship Type Certification Category* Certifying

Organization** Product or Service

(Add lines as needed) (Subcontracting or

Ancillary) (Choose One)**

(If more than one category applies, choose any category that applies)

(Name of the organization that issued the proposed SDP

Partner's certification.

Self-certification is not acceptable.)

(Describe the product or service that will be provided by the proposed

SDP Partner)

2019 2020 2021

Subcontracting Subtotals (Calculated) -$ -$ -$

Ancillary GRAND TOTAL (Calculated) -$

Part V Additional Creative Supplier Diversity Initiatives (if any) (Optional)

Please describe any additional creative initiatives (if any) related to engaging, buying from and/or collaborating with diverse businesses.

Part VI Certification (Required) Under the pains and penalties of perjury I certify that the information provided on this form is accurate. *All SDP Partners must be certified in one or more

Name of the following certification categories:

Title MBE - Minority Business Enterprise

Phone WBE - Woman Business Enterprise

Email M/WBE - Minority and Woman Business Enterprise

Date SDVOBE - Service-Disabled Veteran-Owned Business Enterprise

VBE - Veteran-Owned Business Enterprise

Form updated 06/30/2021 M/NPO - Minority Non-Profit Organization

W/NPO - Women Non-Profit Organization

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

DOBE - Disability-Owned Business Enterprise

LGBTBE - Lesbian, Gay, Bisexual or Transgender Business Enterprise

**Eligible SDP Partners can be found by searching:

Supplier Diversity Office Directory of Certified Businesses

U.S. Dept of Veterans Affairs Vendor Information Pages

See FORM INSTRUCTIONS for additional information on eligible SDP Partners

This form is required for all Bidders to complete and submit as an Excel attachment with their responses. No contract shall be awarded to a Bidder without an SDP commitment

(Part III of the form) that meets RFR requirements. All parts marked as "Required" must be completed. Bidders may be awarded additional evaluation points for providing information marked as “Optional.”

Prior Year Spending (Optional) by the Bidder with the

Proposed SDP Partner

What percentage of your company’s contract sales do you propose to spend with certified diverse businesses (SDP Partners)? After contract award (if any), the Total SDP

Commitment will become a contract requirement to be met annually on a Massachusetts fiscal year basis (July 1 – June 30) for the duration of the contract. See the RFR for any additional commitment specifications.

Please do not convert to PDF. Attach to your Quote as an Excel file.

Name the certified diverse businesses (SDP Partners) your company proposes to utilize in order to meet its Total SDP Commitment. If your company has previously purchased from these SDP Partners, provide prior year spending information. All partners must be certified in one or more of the eligible certification categories.* After contract award, only spending with SDP Partners that appear in the SDO Directory or in the U.S. Dept of Veterans Affairs directory will be counted toward a Contractor's compliance with their SDP commitment.** See FORM INSTRUCTIONS for additional information on acceptable proposed SDP Partners.

Bidders pledge a % of sales

The SDP Plan Form

Supplier Diversity Program (SDP) Plan Form Required for All Bidders

Required fields are shaded in yellow. Optional (desirable) fields are shaded in green. Please do not convert to PDF. Attach to your Quote as an Excel file.

Part I Bidder and Contact Information (Required)

Bidder Company Name

Annual Gross Revenue (3-year average) -$

Name Phone Email

Main Contact for this Bid

SDP Reporting Contact (if awarded)

Part II SDP Focus Statement (Optional)

Describe your company's overall approach to increasing the participation of diverse businesses in the provision of products and services under this proposal/contract

(subcontracting) and in your company's general business operations (ancillary products and services).

Does your company have an internal supplier diversity policy? (Y/N)

Please provide a link to the company supplier diversity policy. If not online, attach to proposal.

Part III SDP Spending Commitment (Required)

Relationship Type Proposed Commitment

Subcontracting 0%

Ancillary products and services 0%

Total SDP Commitment (calculated) 0%

Minimum Total SDP Commitment Required 1%

Part IV Proposed SDP Partners (Required)

Proposed SDP Partner Company Name Relationship Type Certification Category* Certifying

Organization** Product or Service

(Add lines as needed) (Subcontracting or

Ancillary) (Choose One)**

(If more than one category applies, choose any category that applies)

(Name of the organization that issued the proposed SDP

Partner's certification.

Self-certification is not acceptable.)

(Describe the product or service that will be provided by the proposed

Part V Additional Creative Supplier Diversity Initiatives (if any) (Optional)

Please describe any additional creative initiatives (if any) related to engaging, buying from and/or collaborating with diverse businesses.

Part VI Certification (Required) Under the pains and penalties of perjury I certify that the information provided on this form is accurate. *All SDP Partners must be certified in one or more

Name of the following certification categories:

Title MBE - Minority Business Enterprise

Phone WBE - Woman Business Enterprise

Email M/WBE - Minority and Woman Business Enterprise

Date SDVOBE - Service-Disabled Veteran-Owned Business Enterprise

VBE - Veteran-Owned Business Enterprise

Form updated 06/30/2021 M/NPO - Minority Non-Profit Organization

W/NPO - Women Non-Profit Organization

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

DOBE - Disability-Owned Business Enterprise

LGBTBE - Lesbian, Gay, Bisexual or Transgender Business Enterprise

**Eligible SDP Partners can be found by searching:

Supplier Diversity Office Directory of Certified Businesses

U.S. Dept of Veterans Affairs Vendor Information Pages

See FORM INSTRUCTIONS for additional information on eligible SDP Partners

This form is required for all Bidders to complete and submit as an Excel attachment with their responses. No contract shall be awarded to a Bidder without an SDP commitment

(Part III of the form) that meets RFR requirements. All parts marked as "Required" must be completed. Bidders may be awarded additional evaluation points for providing information marked as “Optional.”

Prior Year Spending (Optional) by the Bidder with the

Proposed SDP Partner

What percentage of your company’s contract sales do you propose to spend with certified diverse businesses (SDP Partners)? After contract award (if any), the Total SDP

Commitment will become a contract requirement to be met annually on a Massachusetts fiscal year basis (July 1 – June 30) for the duration of the contract. See the RFR for any additional commitment specifications.

Please do not convert to PDF. Attach to your Quote as an Excel file.

Name the certified diverse businesses (SDP Partners) your company proposes to utilize in order to meet its Total SDP Commitment. If your company has previously purchased from these SDP Partners, provide prior year spending information. All partners must be certified in one or more of the eligible certification categories.* After contract award, only spending with SDP Partners that appear in the SDO Directory or in the U.S. Dept of Veterans Affairs directory will be counted toward a Contractor's compliance with their SDP commitment.** See FORM INSTRUCTIONS for additional information on acceptable proposed SDP Partners.

• Part I: Bidder and Contact Information (Required)

• Part II: SDP Focus Statement (Optional)

• Part III: SDP Spending Commitment (Required)

• Part IV: Proposed SDP Partners (Required)

• Part V: Additional Creative Supplier Diversity Initiatives (if any)(Optional)

• Part VI: Certification (Required)

Part I Bidder and Contact Information (Required)

Bidder Company Name

Annual Gross Revenue (3-year average) -$

Name Phone Email

Main Contact for this Bid

SDP Reporting Contact (if awarded)

SDP Plan: Section by Section

Part II SDP Focus Statement (Optional)

Describe your company's overall approach to increasing the participation of diverse businesses in the provision of products and services under this proposal/contract

(subcontracting) and in your company's general business operations (ancillary products and services).

Does your company have an internal supplier diversity policy? (Y/N)

Please provide a link to the company supplier diversity policy. If not online, attach to proposal.

Bidders may receive additional points for completing items marked as optional.!

Your description may include:

• A clearly stated purpose or goal.

• Specific types of diverse and small businesses targeted.

• Which departments/units within the business are responsible for implementing supplier diversity.

• Types of opportunities for which diverse and small businesses are considered.

• Specific measures/methods of engagement of diverse and small businesses.

Part III SDP Spending Commitment (Required)

Relationship Type Proposed Commitment

Subcontracting 0%

Ancillary products and services 0%

Total SDP Commitment (calculated) 0%

Minimum Total SDP Commitment Required 1%

What percentage of your company’s contract sales do you propose to spend with certified diverse businesses (SDP Partners)? After contract award (if any), the Total SDP

Commitment will become a contract requirement to be met annually on a Massachusetts fiscal year basis (July 1 – June 30) for the duration of the contract. See the RFR for any additional commitment specifications.

What percentage of your company’s contract sales do you propose to spend with certified diverse businesses (SDP Partners)? After contract award (if any), the Total SDP Commitment will become a contract requirement to be met annually on a Massachusetts fiscal year basis (July 1 – June 30) for the duration of the contract. See the RFR for any additional commitment specifications.

This will become a contract requirement

Eligible Partner Certifications

Categories Meaning . . .

MBE

M/NPO

Minority Business Enterprise Minority Non-Profit Organization

WBE

W/NPO

Woman Business Enterprise Women Non-Profit Organization

VBE

SDVOBE

Veteran Business Enterprise Service-Disabled Veteran-Owned Business Enterprise

DOBE Disability-Owned Business Enterprise

LGBTBE Lesbian, Gay, Bisexual, Transgender Business Enterprise

DBE Disadvantaged Business Enterprise

PBE Portuguese Business Enterprise

Not Eligible for SDP

Eligible for SDP

Program Flexibility

Your SDP Partner…

• Does not have to be a subcontractor

• May be located outside of Massachusetts

• May be changed at any time

One-time and occasional purchases also qualify (e.g. business cards, office equipment, fire extinguisher testing, etc.)!

Partnership Options

SDP Partners may assist the contractor in providing goods and services offered on contract.

• Manufacturing/supplying a product for resale e.g., printing calendars for sale as office supplies, food products for sale by a grocery vendor

• Supplying a process/component for the prime contractor’s product/service e.g., outsourced logistics services, die cutting or binding services outsourced by a printing company, supplying electronic components for a product manufacturer

• Providing a portion of a scope of service e.g., providing a portion of state-funded consulting, engineering or IT project

Subcontracting

Partnership Options

SDP Partners may supply products or services needed for the contractor’s general business operations.

Ancillary Products or Services/General Business Needs

Part IV Proposed SDP Partners (Required)

Proposed SDP Partner Company Name Relationship Type Certification Category* Certifying

Organization** Product or Service

(Add lines as needed) (Subcontracting or

Ancillary) (Choose One)**

(If more than one category applies, choose any category that applies)

(Name of the organization that issued the proposed SDP

Partner's certification.

Self-certification is not acceptable.)

(Describe the product or service that will be provided by the proposed

Prior Year Spending (Optional) by the Bidder with the

Proposed SDP Partner

Name the certified diverse businesses (SDP Partners) your company proposes to utilize in order to meet its Total SDP Commitment. If your company has previously purchased from these SDP Partners, provide prior year spending information. All partners must be certified in one or more of the eligible certification categories.* After contract award, only spending with SDP Partners that appear in the SDO Directory or in the U.S. Dept of Veterans Affairs directory will be counted toward a Contractor's compliance with their SDP commitment.** See FORM INSTRUCTIONS for additional information on acceptable proposed SDP Partners.

Bidders may receive additional points for completing items marked as optional.!

Part V Additional Creative Supplier Diversity Initiatives (if any) (Optional)

Please describe any additional creative initiatives (if any) related to engaging, buying from and/or collaborating with diverse businesses.

Bidders may receive additional points for completing items marked as optional.!

• Separate and distinct from subcontracting and ancillary relationships included in the SDP financial commitment.

• May include but not be limited to:

• Serving as a mentor in a mentor-protégé relationship.

• Technical and financial assistance provided to diverse businesses.

• Participation in joint ventures between nondiverse and diverse businesses.

• Voluntary assistance programs by which nondiverse business employees are loaned to diverse businesses or by which diverse business employees are taken into viable business ventures to acquire training and experience in managing business affairs.

Part VI Certification (Required) Under the pains and penalties of perjury I certify that the information provided on this form is accurate.

Name

Title

Phone

Email

Date

Please do not convert to PDF. Attach to your Quote as an Excel file.

Finding Partners

The SDO Directory of Certified Businesses

• More than 3,700 certified businesses

• MBE, WBE, VBE, SDVOBE, DOBE, LGBTBE

• www.mass.gov/sdp

The U.S. Veterans Administration Vendor Information Pages (VIP)

• More than 14,000 certified businesses

• VOSB, SDVOSB

• https://vetbiz.va.gov/basic-search/

Online Directories of Certified Businesses http://www.mass.gov/sdp https://vetbiz.va.gov/basic-search/

Finding Eligible Certified Partners

Download the lists of eligible SDP partners from the SDO and VetBiz directories and compare your current suppliers to those lists.

Find current suppliers that are certified

On an ongoing basis, closely monitor incoming state orders and projects for the potential to hire diverse businesses as subcontractors.

Identify subcontracting needs that may be met by a new diverse business partner

Survey your suppliers to find diverse companies that are not certified or are certified by an organization other than the Massachusetts SDO. Connect them with the SDO (sdp@mass.gov) and encourage them to get certified.

Find current suppliers that may be certified

On an ongoing basis, review your company’s business needs, including one-time purchases, to find areas where you may include new diverse suppliers.

Identify general business needs that may be met by a new diverse business partner

Online Certification Self- Assessment Tool:

https://www.mass.gov/for ms/take-the-certification-self-assessment mailto:sdp@mass.gov https://www.mass.gov/forms/take-the-certification-self-assessment

After Bid Submission

• Each bidder’s response is assigned an evaluation score based on a set of evaluation criteria.

• 25% of the total evaluation score is allocated to the review of the SD Plan Form.

Bid Evaluation

• No contract award will be made to a vendor without an acceptable SDP Plan.

Contract Award

• Quarterly SDP reporting will be required.

• Only spending with SDO-certified or recognized businesses will be considered valid for reporting purposes.

• Compliance will be measured on a fiscal year (July-June) basis.

Contract Compliance

Important Points

• SDP Plans are required.

• Focus: business-to-business relationships with diverse companies.

• SDP commitment: % of contract sales to be spent with certified diverse businesses.

• SDP partners: Subcontracting is not required.

• Ancillary products/services is also an option.

• Out-of-state partners are allowed.

• You can add/remove SDP partners during the life of the contract.

• Evaluation: 25% of your total evaluation score from SDP Plan; additional points may be awarded for completing “optional” items.

• After award: Regular SDP spending reports are required.

• Only spending with SDO-certified and recognized businesses counts.

• SDP commitment to be met annually on a fiscal year basis.

Resources and Contact Information

• Website: www.mass.gov/sdp

• SDP Help Desk: sdp@mass.gov

Supplier Diversity Program

• Phone: 617-502-8831

• Email: Webmaster.SDO@mass.gov

SDO Certification Help Desk www.mass.gov/sdo

Our Website http://www.mass.gov/sdp mailto:sdp@mass.gov mailto:Webmaster.SDO@mass.gov http://www.mass.gov/sdo

@Mass_OSD mass.gov/osd45

OSD Resources

OSD: www.mass.gov/osd

COMMBUYS: https://www.commbuys.com/bso/

OSD Help Desk: 1-888-627-8283 or OSDHelpDesk@mass.gov

Twitter: @Mass_OSD

Instagram: @Mass_OSD

LinkedIn: https://www.linkedin.com/company/ma-osd/

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