Professional Services Agreement - Colette Holt and Associates - MBE WBE Purchasing Disparity Study

Home Browse Search

Task: Conduct Legal Analysis CHA will provide the legal standards that form the governing principles of the study methodology, both to educate the reader about the elements of strict constitutional scrutiny and provide a framework for a court in litigation. We will describe the legal standards and research methodologies that guide the overall conduct and specific elements of the study to inform readers -- including a court —of the approach applied to meet strict scrutiny. Task: Perform Utilization Analysis To conduct the analysis of the City's utilization of minority- and women -owned business enterprises C'NMBEs") on contracts during the study period of City fiscal years 2015 through 2017, CHA will first collect prime contract records of awards $50,000 or greater for the study period. The City has projected that number of contracts to be approximately 490. We will collect contract data through the receipt of the agency's contract records. We have protocols and forms for describing the types of records necessary to conduct the study. We will then work with the City to gather those records. We will collect the contract data through the study email or upload site. We will utilize detailed contract data collection documents that list all the contract information necessary to conduct the study. Based on these records, we will determine the utilization of M/WBEs as prime contractors and subcontractors as a percentage of overall firms, constrained by the City's geographic and industry markets. We include all identifiable minority- and women -owned firms, regardless of certification type. We will use the accepted 75 percent threshold of the location of the City's prime firms to define the geographic market, i.e., determine the contiguous political jurisdictions that capture at least 75% of the dollars in the unconstrained product market. Based on the determination of the geographic market, we will develop the industry market for the study. We will use the 75 percent threshold of the spend by industries of the prime firms to define the product or industry market. This results in the "constrained product market." The creation of the Final Contract Data File will involve the following steps: 1. Collect prime contract award, industry category, location and funding source data for all contracts above the designated threshold during the study period; 2. Conduct outreach to prime vendors to collect missing data for contracts in the Contract Data File; 3. Assign missing race and sex values to all firms; and 4. Assign any missing detailed industry codes to each firm in the Contract Data File. Our objective is to achieve at least 80% coverage of the contracting dollars in the Contract Data File. The end product of this process is the Final Contract Data File constrained by the geographic and product markets. We will use the Final Contract Data File to calculate the utilization of M/WBEs in the market areas as a percentage of all firms by detailed industry code. We will produce estimates of City M/WBE utilization for: • All race and sex groups combined by all industry classifications combined;