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Procurement Division Publications

DVBE Business

Utilization Plan

Renewal

FOR STATE USE ONLY

Plan Effective Date

From

To

Ref. #

 
Those firms renewing an existing or expired DVBE Business Utilization Plan must complete Sections 11 - 14.

Section

11

Complete the chart below. The purpose of this chart is to compare your firm's actual DVBE expenditures to those projected in your previous plan.

Enter "To" and "From" dates, indicating the one-year period of time during which your previous plan was active.

For each column, refer to the instructions in the accompanying document, "DVBE Business Utilization Plan Instructions for Preparation and Submission."

Enter the resulting totals.

"From" (start date of previous plan):

"To" (end date of previous plan):

ESTIMATED EXPENDITURES

ACTUAL EXPENDITURES

A

B

C

D

E

F

Total Estimated California Expenditures from previous plan

DVBE goal (as a percentage) from previous plan

Total Estimated DVBE Expenditures from previous plan

Total Actual California Expenditures during one-year effective period

Total Actual DVBE Expenditures during one-year effective period

Actual percent of DVBE expenditures (Column E divided by Column D)

$

%

$

$

$

%

Section

12

Report on the successful contacts that your firm made with certified DVBEs by attaching Report #1, as explained in Section 10 of this application. Please label the attached report "Section 12."

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If the percentage reported in Section 11,
Column F is greater than the percentage reported in
Column B, please go to Section 15.

If the percentage reported in Column F is less than the
Percentage reported in Column B, please continue to
Section 13.
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Section

13

Explain and document the business reasons that prevented the company from achieving its minimum 3% DVBE goal. If necessary, attach a separate sheet and label it "Section 13."
 Section

14

Report on the unsuccessful contacts made by your firm with DVBEs by attaching Report #2, as explained in Section 10 of this application. Please label this attachment "Section 14."

Section

15

This plan must be signed by either the Plan Administrator identified in Section 3, or by a company manager or officer authorized to commit the firm to achieving its DVBE participation goals.

I declare under the penalty of perjury under the laws of the State of California that the information contained in the attached application is true and correct.

Signature ______________________________________________________________

Title ___________________________________________________________________

Date ___________________________________________________________________

Phone Number ___________________________________________________________

 

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This completes your DVBE Business Utilization Plan. See page 8, Submitting Your Completed DVBE Business Utilization Plan, of the accompanying document to learn how and where to submit your plan.

Do not forget to include your attachments, if any.
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Section 13: Reasons for Not Meeting Goal

Explain and document the business reasons that prevented your firm from achieving its minimum 3% DVBE goal. The reasons given must be specific and measurable.

Section 14: Report of Unsuccessful Contacts

During the period that your previous plan was in place, your firm was required to keep records of the unsuccessful contacts made with DVBE firms (See Section 10, Report #2).

"Unsuccessful contacts" means those contacts made by firm with certified DVBEs that did not result in payment to the DVBE.

Attach a report detailing the unsuccessful contacts made with certified DVBEs. The contents of this report are already in Section 10, Report #2. Simply attach this report and label it "Section 14."

Section 15: Authorized Signature

This plan must be signed by either the Plan Administrator listed Section 3, or by a company manager or officer authorized to commit the firm to achieving its DVBE participation goals.
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This completes your DVBE Business Utilization Plan. Please
turn to the next page for instructions on how to submit
your plan

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Updated : 10/3/2007