Pre-Proposal Conference

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Pre-Proposal Conference RFP- Voluntary Benefits 6100043782 Timothy Pucino: Office of Administration: Friday, October 13, 2017 1

Bureau of Diversity, Inclusion and Small Business Curtis Burwell Procurement Compliance Supervisor 2

Request for Proposal (RFP) : Format and Template RFP Small Diverse (SDB) and Small Business (SB) Components: Part I: General Information SDB/SB Eligibility and Program Information Part II: Criteria for Selection SDB/SB Evaluation Criteria Part V: Small Diverse and Small Business Participation Submittal Contractual obligations resulting from SDB/SB Submittal 3 Appendix D: Small Diverse Business and Small Business Participation Submittal Form Appendix E: Small Diverse and Small Business Letter of Intent

What do I need to know Part I? Program designed to encourage participation of Small Diverse (SDB) and Small Businesses (SB) in state contracting A Small Business is a business in the United States which is independently owned, not dominant in its field of operation, employs no more than 100 full-time or full-time equivalent employees, and earns less than $7 million in gross annual revenues for building design, $20 million in gross annual revenues for sales and services and $25 million in gross annual revenues for those businesses in the information technology sales or service business. A Small Diverse Business is a DGS-verified minority-owned business, woman-owned business, veteran-owned business, service-disabled veteran-owned business, LGBT owned or disability-owned business enterprise. 4

What do I need to do Part I? Consider subcontracting opportunities available for small diverse and small businesses Search the DGS database of SDBs and SBs and identify SDB/SB business partners for opportunities and inclusion Complete and submit with your proposal two (2) paper copies of the following: SDB/SB Participation Submittal Form Small Diverse Business Letter of Intent 5

How do I find SDBs and SBs? To search all DGS-verified SDBs and DGS-certified SBs, visit the DGS website at: https://www.dgs.internet.state.pa.us/sbpi/alpharesults.aspx 6

SDB / SB Participation Submittal 7

SDB / SB Letter of Intent 8

Bureau of Diversity, Inclusion and Small Business What do I need to know Part II? Raw score will be calculated by crediting commitments to SDBs and SBs in accordance with percentages proposed. SDB/SB Raw Score = 200 (SDB% + (SB% x 1/3)) SDBs are already qualified as a SBs, therefore SDB Proposers are eligible to receive 100% of the SDB/SB points Proposer submitting the highest scoring SDB/SB Participation Submittal will receive all available points, with other Proposers raw scores adjusted pro rata

How is the SDB/SB Submittal Scored? Scoring Examples: 10

What do I need to know Part V? 11 Contract commitments made to SDBs/SBs become contractual obligations upon contract execution Selected Proposer must submit a final, executed subcontract for each SDB/SB named within 30 days of contract execution o SDB/SB subcontractors must perform 50% of the work subcontracted to them o If subcontract cannot be achieved, Selected Proposer must notify BDISBO Individual percent commitments cannot be altered without written approval from BDISBO All SDB/SB commitments must be maintained if the contract is assigned to another prime contractor. Selected Proposer must complete quarterly utilization reporting, tracking progress in meeting commitments Selected Proposer must contact BDISBO if circumstances arise that may affect the ability to comply with contract commitments

What s New? Consideration for and inclusion of Small Businesses as prime contractors and subcontractors in addition to Small Diverse Businesses in scoring Simple, consistent template form for SDB/SB submittal supported by executed Letters of Intent DGS issued SDB/SB certificate not required with submittal 12

Contact Information: Bureau of Diversity, Inclusion and Small Business Telephone: (717) 783-3119 Audrey Smith, Procurement Liaison E-Mail: audresmith@pa.gov 717-346-8105 Curtis Burwell, Procurement Compliance E-Mail: cburwell@pa.gov 717-787-4834 13

Thank you for attending today s pre-proposal conference. 14