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Instructions for Completing a DVBE Business Utilization Plan
Use these instructions for assistance in completing the accompanying "DVBE Business Utilization Plan application."
Section 1: Company Information
Enter the general information requested for your company.
Section 2: Plan Submittal Information
2A. Check only one box, indicating the submittal status of the application.
2B. Answer "yes" or "no," indicating whether or not the application is being submitted to meet DVBE compliance with a pending state agency bid.
2C. If you answered, "yes" to Item 2B, complete Item 2C.
Section 3: Plan Administrator
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 requested information for the Plan Administrator.
Section 4: Goals and Objectives
4A. The Plan's goal is established and has already been entered. There is no need to add anything else to Section 4A.
4B. List the primary objectives of your DVBE Business Utilization Plan. Be specific: Explain how each objective will be implemented and how success will be measured. If necessary, attach a separate page and label it "Section 4."
Some examples of Plan objectives might include: (Be specific: Explain how each objective will be implemented and how success will be measured).
- Establish a DVBE outreach program
- Develop a database for monitoring contracts and offers to DVBEs, including how the database will be utilized when subcontracting
- Establish reporting systems for active DVBE contracts
Section 5: Estimated U.S. Contract Dollars
Simply fill in the blank provided.
Estimate the total dollars to be subcontracted by your company for sales within the United States for the year of the plan.
Section 6: Estimated California Contract Dollars
Simply fill in the blank provided.
Estimate the total dollars to be subcontracted by your company for sales within California for the year of the plan.
Section 7: Estimated Dollars to be subcontracted with DVBEs
Simply fill in the blank provided.
Calculate the estimated amount to be subcontracted with certified DVBEs: Multiply the amount estimated in Section 6 (California dollars to be subcontracted) by the amount of your DVBE goal (which must be at least 3%).
Section 8: Products to be contracted
List the representative products and services that your company anticipates contracting. Check "yes" or "no," indicating which of those products and services your company anticipates subcontracting with DVBEs.
If necessary, attach a separate page and label it "Section 8."
Section 9: Vendor Outreach
List the outreach methods your company will use in California to make DVBEs aware of contracting opportunities with your company. Be specific: Explain how each method will be implemented and how success will be measured. If necessary, attach a separate page and label it "Section 9."
Some examples of vendor outreach might include:
- Use the on-line search engine available on the OSDC homepage (http://www.pd.dgs.ca.gov/smbus.htm) to locate certified DVBEs (Certified Firms Inquiry Services)
- Attend focused conferences and tradeshows (identify specific shows)
- Advertise in appropriate trade and focus publications (identify specific publications)
Section 10: List Records and Reports
The records and reports your company must maintain are pre-determined and may be requested by the DGS-PD, Office of Small Business and DVBE Outreach and Education at any time. The specific information required in these documents has been entered into Section 10 of the application; there is no need to enter additional information. If your company plans to maintain additional records or reports, attach a separate page and label it "Section 10."
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If this is the first time your company has submitted a DVBE Business Utilization Plan, you do not have to complete Sections 11 – 14. Just complete Section 15, and then follow the instructions for submitting your application.
If your company is renewing an existing plan, please continue to Section 11.
Section 11: Estimated vs. Actual
Follow these instructions for completing the chart in Section 11:
Enter the effective date of your previously approved plan.
(Columns A – C). In Columns A – C, simply copy the information from your previously approved plan; there is no need to perform new calculations.
(Column D). In Column D, report the actual, verifiable expenditures made by your company during the one-year effective period of your previously approved DVBE Business Utilization Plan. This is the total dollar amount the company contracted, subcontracted, rented, and spent in California for commodities, services and construction during the one-year effective period of the most recently approved DVBE Business Utilization Plan.
(Column E). In Column E, report the total dollars the company subcontracted or paid to California certified DVBEs. This amount should not include any wages paid to disabled veterans employed by the company.
(Column F). In Column F, calculate the DVBE expenditures as a percent of total California expenditures by dividing the amount in Column E by the amount in Column D.
Section 12: Certified DVBE Firm Information
During the period that your previous plan was in place, your firm was required to keep records of the successful contracts made with DVBE firms (See Section 10, Report #1).
"Successful contacts" means those contacts made by your firm with certified DVBEs that resulted in payment to the certified DVBE.
Attach the report detailing the successful contacts made with certified DVBE firms. The contents of this report is pre-determined and explained in Section 10, Report #1. Simply attach this report and label it "Section 12."
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Refer to the completed chart in Section 11.
If the percentage reported in Section 11, Column F is greater than the percentage reported in Column B; your firm met the goals identified in your previous plan. CONGRATULATIONS! Because you met your goals, you do not have to complete sections 13 and 14 of the application. Just complete Section 15, and then follow the instructions for submitting your application.
If the amount reported in Column F is less than the amount reported in Column C, your firm did not meet the goals identified in your previous plan. Please complete Sections 13, 14 and 15
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