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Procurement Division Publications

DVBE Business

Utilization Plan

Application

FOR STATE USE ONLY

Plan Effective Date

From

To

Ref. #

 
For guidance in completing this application, please refer to the instructions in the accompanying document "Instructions for Completing a DVBE Business Utilization Plan." 

Section

1

Company Name __________________________________________________

Address _______________________________________________________________

City ______________

State __________

Zip ______________________

Company Phone # (

) _________________________________________

Company FAX #

(       

)____________________________________ 

Company e-mail:

Homepage

www.__________________________

Section

2

2A. Please check only one box below, indicating that the plan being submitted is a:

    • First-time submittal of a DVBE Business Utilization Plan 
    • Renewal of an existing DVBE Business Utilization Plan 
    • Resubmission of a DVBE Business Utilization Plan to correct deficiencies
    • Update of an expired DVBE Business Utilization Plan

2B. Is this plan being submitted to meet DVBE compliance with a pending state bid?

    • Yes
    • No

2C. If you answered "yes" to Question 2B, complete the following:

Bid opening date:_______________________________________________________
State agency issuing the solicitation: ______________________________________
Solicitation Number: ____________________________________________________
State agency contact person: ____________________________________________
State agency contact's phone number: _____________________________________

Section

3

The Plan Administrator is the company manager or officer responsible for administering the business utilization plan and ensuring that the goals are achieved. Enter the following information for the Plan Administrator:

Name _______________________________________________________________________

Phone # (______)________________

Fax #(______)________________

Address ____________________________________________________________________

City ____________

State _____

Zip ____________________

e-mail address _______________________________________________________________

  A description of the Plan Administrator's duties

Section

4

4A. Plan Goal

It is the goal of this company to meet the State of California's DVBE participation goals by
subcontracting at least 3% of its California business to certified DVBEs.

4B. List Plan Objectives

If necessary, attach a separate page and label it "Section 4."

Section

5


The total estimated dollar amount to be subcontracted by this company for sales within the United States during the year covered by this plan is $___________________________

Section

6

The total estimated dollar amount to be subcontracted by this company for sales in California during the year covered by this plan is $__________________ .

Section

7

The total estimated dollar amount to be subcontracted by this company with certified Disabled Veteran Business Enterprises during the year covered by this plan is $______________________ .

Section

8

List the representative products and services that your company anticipates contracting. Indicate which of those products and services your company anticipates subcontracting with DVBEs.

Product or Service
Intend to subcontract with DVBEs?
__________________________________________________________________ Yes No
__________________________________________________________________ ___ __
__________________________________________________________________ ___ __
__________________________________________________________________ ___ __
__________________________________________________________________ ___ __
__________________________________________________________________ ___ __
__________________________________________________________________ ___ __
__________________________________________________________________ ___ __
__________________________________________________________________ ___ __
__________________________________________________________________ ___ __


If necessary, attach a separate page and label it "Section 8."

 Section

9

List the outreach methods your company will use contracting opportunities with your company.

If necessary, attach a separate page and label it "Section 9."

Section

10

The company will maintain the following reports:

Report #1: Successful Contacts – A list of certified DVBEs with which your company did business and paid during the one-year period that the plan is in effect, including:

10A: the product or service the DVBE provided
10B: the dollar amount subcontracted to each DVBE
10C: the company name, business address, contact name, and phone number of
the DVBE utilized
10D: the firm's DVBE reference number (issued to them by the Office of Small Business
and DVBE Certification)
10E: the date of the contact
10F: how the DVBE was identified (i.e., through advertising, from the CSCR [California
State Contracts Register], at a tradeshow, etc.)

Report #2: Unsuccessful Contacts – A list of contacts made with DVBEs for the purpose of subcontracting that did not result in contracts including:

10G: the product or service solicited or offered to the DVBE
10H: the dollar amount that was offered to the DVBE
10I: the company name, business address, contact name, and phone number of the
DVBE firm
10J: the firm's DVBE reference number (issued to them by the Office of Small Business
and DVBE Certification)
10K: the date of the contact
10L: how the DVBE was identified (i.e., through advertising, from the CSCR [California
State Contracts Register], at a tradeshow, etc.)
10M: the specific reasons that the DVBE did not receive a contract

Report #3: Summary Report – A quarterly report summarizing and totaling the data collected in
Reports 1 and 2. The quarterly summary report will be submitted to the DVBE Program Group.

???
If this is the first time your company has
submitted a DVBE Business Utilization Plan,
please skip now to Section 15.

If your company is renewing an existing plan, please
Continue to Section 11.


Updated : 7/30/2007