HomeMy WebLinkAboutFinalDiversityPurchasingAnnualReport2017
CITY OF SOUTH BEND
DIVERSITY PURCHASING & DEVELOPMENT
2016 ANNUAL PARTICIPATION PROGRAM
REPORT
January 18, 2017
City of South Bend
Content
Page # 1
CONTENT PAGE #
Executive Summary…………………………………………………………………………………………………………. 2
Internal & External Program Activity………………………………………………………………………………….….. 3
2016 Purchasing Statistics Charts & Tables …………………………………………………………………..……...…… 4
Minority & Women Business Enterprise Directory……………………………………………………………………… 8
Section 3 Workforce Cover Sheet……………………………………………..…………………………………………… 33
Quote & Bid Solicitation/Evaluation Process Cover Sheet……………………………………………………………… 34
City of South Bend Purchasing Process……………...…………………………………………………………………… 35
City of South Bend Purchasing Matrix……………………………………………………………………………………. 37
Attachment Sheet Cover……………………………………………………………………………………………………. 38
City of South Bend
2016 Annual Participation Program Report 2
2016 ANNUAL PARTICIPATION PROGRAM REPORT
EXEC UTIVE SU MM ARY
This 2016 Annual Participation Program Report is filed January 18, 2017 with the City of South Bend Common Council, with
copies submitted to Mayor Pete Buttigieg, the City Controller and M/WBE Utilization Board in conformance with the City’s
Minority and Women Business Enterprise Diversity Development Program, established by Ordinance No. 10081-11 and
adopted, April 23, 2011.
The Diversity Development Program in its sixth year of operation has continued to work towards building a strong and
sustainable purchasing program that continually provides equal opportunities and inclusion to local and regional M/WBE
Business Enterprises. The Diversity Utilization Board along with the Diversity, Inclusion & Compliance Officer, and
Purchasing Manager, and the Administration and Finance team are the groups primarily accountable for the operation and
management of the program; thus, activities as mandated by the ordinance are included in this report.
City of South Bend
2016 Annual Participation Program Report 3
2016 I N TERNAL PROGR A M ACTIVITY
Hired Christina Brooks, Diversity and Inclusion, Compliance Officer May 2, 2016.
Retained top national consultant to review and audit diversity purchasing program.
In process of Appointing new Diversity Utilization Board (DUB) for a two year term.
2016 EXTERNAL PROGRAM ACTIVITY
Co-Sponsored the North Central Indiana Business Conference: A Season to Grow M/WBE Certification Spring
Workshop at St Mary’s College in collaboration with the Indiana Department of Administration.
Created partnership with Latin American Chamber of Commerce to spur small local business growth especially for
gender and ethnically underrepresented business owners and help them navigate how to do business with the City as a
contractor.
Maintained memberships in the Indiana Minority Supplier Development Council (IMSDC) and the Women’s Business
Enterprise National Council (WBENC). Both organizations are dedicated to advancing the success of certified M/WBEs.
They provide many resources to members, including online databases with profiles of certified minority and women
owned businesses. They also are certifying agencies. Education and training resources are available.
Voluntarily subscribed to diversity supplier newsletters and other related media type that offers education information.
City of South Bend
2016 Annual Participation Program Report 4
CHART 1: THREE YEAR COMP ARISON-TOTAL P URCHASE ORDERS FOR FISCAL Y EAR
Source: Naviline Purchasing Reports 2014, 2015, 2016
5977
4986
7161
2014 2015 2016
Total Annual Purchase Orders Issued
City of South Bend
2016 Annual Participation Program Report 5
CHART 2: THREE Y EAR COMP ARISO N-ANN UAL PURCH ASE ORDER SPEND AM OUNTS
Source: Naviline Purchasing Reports 2014, 2015, 2016
$55,222,161
$90,836,694
$70,025,953.42
2014 2015 2016
Total Annual Purchase Order Spend
City of South Bend
2016 Annual Participation Program Report 6
CHART 3: THREE YEAR COMP ARISON-TOTAL NUMBER OF EMERGE N CY PURCHASE ORDERS
Source: Naviline Purchasing Reports 2014, 2015, 2016
62
34
50
2014 2015 2016
Total Annual Emergency PO's Issued
City of South Bend
2016 Annual Participation Program Report 7
CHART 4: TOTAL NUMBER OF I DOA C ERTI FIED M/WBE BUSINESS ES BY ETHNI CIY IN ST. JOSEPH
CO UNTY
Source: https://secure.in.gov/idoa/mwbe/2743.htm
14
1
1
6 3
25
3
1
98 2
104
AFA APA CAU HIS NAM OTH TOTAL
IDOA Certified M/WBE in SJC
MBE WBE
City of South Bend
2016 Annual Participation Program Report 8
TABL E 1: IDOA CERTIFIED M/WBE B USI N ESSES IN ST.JOSEPH COUNTY
Company
Name
UNSPSC
Description
First
Name
Last Name City Application
Type
Ethnic
Group
Email ID Phone
AAA Staffing
Services
Staff recruiting
services
Danielle White South Bend MBE AFA daniellewhite522@y
ahoo.com
574/367-9319
AAA Staffing
Services
Temporary financial
staffing needs
Danielle White South Bend MBE AFA daniellewhite522@y
ahoo.com
574/367-9319
Bethel
Business
Machines, Inc.
Computer
Equipment and
Accessories
Hardie Blake South Bend MBE AFA bethel4mbe@aol.co
m
574-259-1572
Bethel
Business
Machines, Inc.
Office machines and
their supplies and
accessories
Hardie Blake South Bend MBE AFA bethel4mbe@aol.co
m
574-259-1572
City of South Bend
2016 Annual Participation Program Report 9
DRC
Corporation
Heating and cooling
and air conditioning
HVAC construction
services
Donald Chambers South Bend MBE AFA biddrc@sbcglobal.n
et
574/233-1904
DRC
Corporation
Roofing and siding
and sheet metal
services
Donald Chambers South Bend MBE AFA biddrc@sbcglobal.n
et
574/233-1904
Kennedy
Expressline Inc
Local area trucking
services
Marcus Northern South Bend MBE AFA kennedyexpressline
@yahoo.com
574/876-8881
Qumulus
Solutions LLC
Computer hardware
maintenance or
support
Russell Ford South Bend MBE AFA rford@qumulussolu
tions.com
574/208-6767
Qumulus
Solutions LLC
Computer hardware
rental or leasing
services
Russell Ford South Bend MBE AFA rford@qumulussolu
tions.com
574/208-6767
Qumulus
Solutions LLC
Computers Russell Ford South Bend MBE AFA rford@qumulussolu
tions.com
574/208-6767
City of South Bend
2016 Annual Participation Program Report 10
Qumulus
Solutions LLC
Data management
and query software
Russell Ford South Bend MBE AFA rford@qumulussolu
tions.com
574/208-6767
Qumulus
Solutions LLC
Information
technology
consultation
services
Russell Ford South Bend MBE AFA rford@qumulussolu
tions.com
574/208-6767
V & R
Trucking, Inc.
Local area trucking
services
Veda Godette South Bend MBE AFA rfightingirish@aol.c
om
574-234-1268
Ellis
Automation
Solutions, Inc.
Manufacturing
equipment
maintenance
services
Edlund Ellis Mishawaka MBE AFA ed@ellisautomation
solutions.com
574/404-6277
Specialized
Staffing
Solutions, LLC
Temporary
personnel services
Jacqueline Barton South Bend MBE APA jbarton@specialized
staffing.biz
574/234-9944
Superior
Environmental
Remediation
90,In
Environmental
Services
Emma Sirhan Mishawaka MBE CAU emma@ser90.com 574/256-1490
Independent
Living
Systems of
Indiana
Delivered meals
services
Nestor Plana South Bend MBE HIS dristaino@ilshealth.
com
317/566-2127
City of South Bend
2016 Annual Participation Program Report 11
Independent
Living
Systems of
Indiana
Elderly assistance
organizations
Nestor Plana South Bend MBE HIS dristaino@ilshealth.
com
317/566-2127
Independent
Living
Systems of
Indiana
Frozen combination
meals
Nestor Plana South Bend MBE HIS dristaino@ilshealth.
com
317/566-2127
Independent
Living
Systems of
Indiana
Mobile healthcare
centers or services
Nestor Plana South Bend MBE HIS dristaino@ilshealth.
com
317/566-2127
Independent
Living
Systems of
Indiana
Packaged
combination meals
Nestor Plana South Bend MBE HIS dristaino@ilshealth.
com
317/566-2127
Independent
Living
Systems of
Indiana
Shelf stable
combination meals
Nestor Plana South Bend MBE HIS dristaino@ilshealth.
com
317/566-2127
7Gen
Construction,
LLC
Commercial and
office building
renovation and
repair service
Robert Farkas South Bend MBE NAM rfarkas@7gen-
gc.com
574/289-7700
City of South Bend
2016 Annual Participation Program Report 12
7Gen
Construction,
LLC
Nonresidential
building
construction
services
Robert Farkas South Bend MBE NAM rfarkas@7gen-
gc.com
574/289-7700
7Gen
Construction,
LLC
Project management Robert Farkas South Bend MBE NAM rfarkas@7gen-
gc.com
574/289-7700
AAA Staffing
Services
Staff recruiting
services
Danielle White South Bend WBE AFA daniellewhite522@y
ahoo.com
574/367-9319
AAA Staffing
Services
Temporary financial
staffing needs
Danielle White South Bend WBE AFA daniellewhite522@y
ahoo.com
574/367-9319
V & R
Trucking, Inc.
Local area trucking
services
Veda Godette South Bend WBE AFA rfightingirish@aol.c
om
574-234-1268
Specialized
Staffing
Solutions, LLC
Temporary
personnel services
Jacqueline Barton South Bend WBE APA jbarton@specialized
staffing.biz
574/234-9944
Carpet Service
Outlet Inc.
Carpeting Vicki Shepard South Bend WBE CAU carpetservice04@ya
hoo.com
574/287-7148
City of South Bend
2016 Annual Participation Program Report 13
Carpet Service
Outlet Inc.
Ceramic tile
installation services
Vicki Shepard South Bend WBE CAU carpetservice04@ya
hoo.com
574/287-7148
Charles S.
Hayes Inc
Enhanced
telecommunications
services
Anne Hayes South Bend WBE CAU ahayes@telecompar
k.com
574/233-1296
Charles S.
Hayes Inc
Mobile
communications
services
Anne Hayes South Bend WBE CAU ahayes@telecompar
k.com
574/233-1296
Charles S.
Hayes Inc
Telecommunication
tower or support
Anne Hayes South Bend WBE CAU ahayes@telecompar
k.com
574/233-1296
Charles S.
Hayes Inc
Telecommunications
planning services
Anne Hayes South Bend WBE CAU ahayes@telecompar
k.com
574/233-1296
Choice
Property
Management
Property
management
Jacqueline Stevenson South Bend WBE CAU jackie.stevenson@cp
mchoicepropertyma
nagement.com
574/387-4416
Choice
Property
Management
Real estate brokers
or agents
Jacqueline Stevenson South Bend WBE CAU jackie.stevenson@cp
mchoicepropertyma
nagement.com
574/387-4416
City of South Bend
2016 Annual Participation Program Report 14
Choice
Property
Management
Real estate
management
services
Jacqueline Stevenson South Bend WBE CAU jackie.stevenson@cp
mchoicepropertyma
nagement.com
574/387-4416
Dudeck
Roofing &
Sheet Metal,
Inc.
Roofing and siding
and sheet metal
work
Catherine Dudeck South Bend WBE CAU katy@dudeckroofin
g.com
574-234-7912
Forum
Architects LLC
Architectural
engineering
Renee Kobayashi South Bend WBE CAU rkobayashi@foruma
rchitectsllc.com
574.233.2119
Mathews-
Purucker-
Anella, Inc.
Architectural
engineering
Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
Mathews-
Purucker-
Anella, Inc.
Clearance or
dimensional
drawings
Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
Mathews-
Purucker-
Anella, Inc.
Computer generated
design services
Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
City of South Bend
2016 Annual Participation Program Report 15
Mathews-
Purucker-
Anella, Inc.
Interior finishing Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
Mathews-
Purucker-
Anella, Inc.
Project
administration or
planning
Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
Mathews-
Purucker-
Anella, Inc.
Renovation of
buildings or
landmarks or
monuments
Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
Mathews-
Purucker-
Anella, Inc.
Restoration of
buildings or
landmarks or
monuments
Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
Mathews-
Purucker-
Anella, Inc.
Technical diagrams
or drawings
Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
Mathews-
Purucker-
Anella, Inc.
Technical drawing Jacquelyn Hilderbrandt South Bend WBE CAU jhilderbrandt@mpa
architects.com
574/288-0629
McCormick
Engineering,
LLC
Civil engineering Tracy Mccormick South Bend WBE CAU tracy@mccormicken
g.com
574/232-6800
City of South Bend
2016 Annual Participation Program Report 16
McCormick
Engineering,
LLC
Flood protection or
control services
Tracy Mccormick South Bend WBE CAU tracy@mccormicken
g.com
574/232-6800
McCormick
Engineering,
LLC
Ground or surface
water modeling
services
Tracy Mccormick South Bend WBE CAU tracy@mccormicken
g.com
574/232-6800
McCormick
Engineering,
LLC
Inspection Tracy Mccormick South Bend WBE CAU tracy@mccormicken
g.com
574/232-6800
McCormick
Engineering,
LLC
Permitting services Tracy Mccormick South Bend WBE CAU tracy@mccormicken
g.com
574/232-6800
McCormick
Engineering,
LLC
Professional
engineering services
Tracy Mccormick South Bend WBE CAU tracy@mccormicken
g.com
574/232-6800
McCormick
Engineering,
LLC
Water resources
planning services
Tracy Mccormick South Bend WBE CAU tracy@mccormicken
g.com
574/232-6800
Metamorphose
Corporation
Carpentry services Leah McChesney South Bend WBE CAU leah@rlsspecializedc
onstruction.com
574/300-0830
Michiana Brick
& Building
Supply, Inc.
Blocks Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
City of South Bend
2016 Annual Participation Program Report 17
Michiana Brick
& Building
Supply, Inc.
Brick Tile Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Brick mould Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Bricks Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Concrete and
mortars
Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Concrete blocks Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Concrete bricks Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Exterior trim
material
Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Fireclay Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Glass Block Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
City of South Bend
2016 Annual Participation Program Report 18
Michiana Brick
& Building
Supply, Inc.
Landscape or area
lighting
Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Natural curbstone Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Paving Slab Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Paving Stone Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Product brokerage
service
Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Stone blocks Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Stone bricks Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Tempered glass Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
Michiana Brick
& Building
Supply, Inc.
Tiles and flagstones Jayne Flanagan South Bend WBE CAU jayne@michianabric
k.net
574/237-0029
City of South Bend
2016 Annual Participation Program Report 19
Neighborhood
Development
Associates,
LLC
Real estate services Anne Mannix South Bend WBE CAU amannix.nda@comc
ast.net
574-288-4369
QSI, INC. Addressing service Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Black and white
copy or collating
services
Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Business cards Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Business use papers Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Color coding labels Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Color copy or
collating services
Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Consecutively
numbered labels
Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
City of South Bend
2016 Annual Participation Program Report 20
QSI, INC. Digital printing Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Index card files Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Informational signs Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Mailing services Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Operation or
instruction manuals
Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Photocopying Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Price tags Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Print advertising Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Promotional or
advertising printing
Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
City of South Bend
2016 Annual Participation Program Report 21
QSI, INC. Publication printing Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Signage Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Specialty envelopes Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Standard envelopes Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Stationery or
business form
printing
Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Typesetting Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Vellum paper Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
QSI, INC. Window envelopes Susan Carrico South Bend WBE CAU dale@qsibillers.com 574/282-1200
RemSense, Inc
(dba Mopi16)
Distance learning
systems
Gina Anderson South Bend WBE CAU scott@mopi16.com 574/807-8148
City of South Bend
2016 Annual Participation Program Report 22
Ritschard
Bros., Inc.
Demolition services Rachelle Dolniak South Bend WBE CAU rit1204@datacruz.co
m
574/288-4777
Ritschard
Bros., Inc.
Digging services Rachelle Dolniak South Bend WBE CAU rit1204@datacruz.co
m
574/288-4777
Ritschard
Bros., Inc.
Land clearing
services
Rachelle Dolniak South Bend WBE CAU rit1204@datacruz.co
m
574/288-4777
Ritschard
Bros., Inc.
Land levelling
services
Rachelle Dolniak South Bend WBE CAU rit1204@datacruz.co
m
574/288-4777
Ritschard
Bros., Inc.
Site preparation
services
Rachelle Dolniak South Bend WBE CAU rit1204@datacruz.co
m
574/288-4777
Ritschard
Bros., Inc.
Water and sewer
utilities
Rachelle Dolniak South Bend WBE CAU rit1204@datacruz.co
m
574/288-4777
SC Supply
Company,
LLC
Professional
procurement
services
Susan Caldwell South Bend WBE CAU susan@scsupplyco.c
om
574/287-0252
City of South Bend
2016 Annual Participation Program Report 23
Stanz Cheese
Company, Inc.
Cheese Shirley Geraghty South Bend WBE CAU sgeraghty@stanz.co
m
574/235-8533
Stanz Cheese
Company, Inc.
Food distribution
services
Shirley Geraghty South Bend WBE CAU sgeraghty@stanz.co
m
574/235-8533
Stanz Cheese
Company, Inc.
Paper products Shirley Geraghty South Bend WBE CAU sgeraghty@stanz.co
m
574/235-8533
Stanz Cheese
Company, Inc.
Processed and
prepared meats
Shirley Geraghty South Bend WBE CAU sgeraghty@stanz.co
m
574/235-8533
State
Barricading,
Inc.
Traffic control Mary Michalski South Bend WBE CAU cheri6244@aol.com 219-287-2078
Superior
Environmental
Remediation
90,In
Environmental
Services
Emma Sirhan Mishawaka WBE CAU emma@ser90.com 574/256-1490
Valley Screen
Proces
Compact disk CD
duplication and
printing services
Karen Barnett Mishawaka WBE CAU karenb@valleyscree
n.com
574/256-0901
Valley Screen
Proces
Digital industrial
printing services
Karen Barnett Mishawaka WBE CAU karenb@valleyscree
n.com
574/256-0901
City of South Bend
2016 Annual Participation Program Report 24
VLM
International
Billing services Vicki Miles Mishawaka WBE CAU jwagner@vlmintern
ational.com
574/679-9237
VLM
International
Industrial printing
services
Vicki Miles Mishawaka WBE CAU jwagner@vlmintern
ational.com
574/679-9237
VLM
International
Software Vicki Miles Mishawaka WBE CAU jwagner@vlmintern
ational.com
574/679-9237
JHK, Inc. Cardio pulmonary
resuscitation CPR
training aids
Jamie Burks Osceola WBE CAU americansafety@saf
etyandfirstaid.com
574/651-3660
JHK, Inc. Emergency medical
services first aid kits
Jamie Burks Osceola WBE CAU americansafety@saf
etyandfirstaid.com
574/651-3660
JHK, Inc. Medical vocational
training services
Jamie Burks Osceola WBE CAU americansafety@saf
etyandfirstaid.com
574/651-3660
City of South Bend
2016 Annual Participation Program Report 25
McMann
Electric, Inc.
Electrical Cable
Laying Services
Terri McMann Osceola WBE CAU terrimcmann@mcm
annelectric.com
574/674-5748
McMann
Electric, Inc.
Electrical Systems
Services
Terri McMann Osceola WBE CAU terrimcmann@mcm
annelectric.com
574/674-5748
McMann
Electric, Inc.
Electrical and
electronic
engineering
Terri McMann Osceola WBE CAU terrimcmann@mcm
annelectric.com
574/674-5748
Fanio Services
,Inc.
Local area trucking
services
Cindy Elliott North
Liberty
WBE CAU fanioservices@aol.c
om
574/233-3236
Dynamic
Synergy Inc.
Helpdesk or call
center software
Charlene Shaya South Bend WBE OTH shayacharlene@gma
il.com
574/234-9888
Dynamic
Synergy Inc.
Technical support or
help desk services
Charlene Shaya South Bend WBE OTH shayacharlene@gma
il.com
574/234-9888
Source: Retrieved January 2017- https://secure.in.gov/idoa/mwbe/2743.htm
City of South Bend
2016 Annual Participation Program Report 26
CHART 5: TWO YE AR COMPARISON-Q UAR TERLY M/WBE SPEND AMOUNTS
Source: Naviline Purchasing Reports 2015, 2016
1
$82,056.96
$53,989.00
$659,462.00
$329,183.00
$178,076.61
$441,078.58
$620,270.35
$22,642.14
0
100000
200000
300000
400000
500000
600000
700000
Q1 Q2 Q3 Q4
QUARTERLY M/WBE SPEND TOTALS
2015 2016
City of South Bend
2016 Annual Participation Program Report 27
CHART 6: TWO YE AR COMPARISON-TOTAL AN NUAL M/WB E SPEND AMO UNTS BY P UR CHASI NG
M ATRIX
Source: Naviline Purchasing Report 2015, 2016
3
2
4
3
10
4
1
3
5
67
0 10 20 30 40 50 60 70 80
>$75,000.00
$25,000-$74,999
$10,000 -$24,999
$2,500-$9,999
<$2,499
Total Annual M/WBE PO's Issued by Purchasing Matrix
2016 2015
City of South Bend
2016 Annual Participation Program Report 28
CHART 7: TOTAL SP END COMPARI SON 2016
Source: Naviline Purchasing Report 2016
$1,262,067.68
$70,025,953.42
1.80%
100%
0.00%
20.00%
40.00%
60.00%
80.00%
100.00%
120.00%
$-
$10,000,000.00
$20,000,000.00
$30,000,000.00
$40,000,000.00
$50,000,000.00
$60,000,000.00
$70,000,000.00
$80,000,000.00
Total M/WBE PO Spend Total PO Spend
Total Spend Comparison
Spend Amounts Percent
City of South Bend
2016 Annual Participation Program Report 29
CHART 8: TWO YE AR COMPARISON-ANN UAL PO’S ISSUED BY PURCHASING MATRIX
Source: Naviline Purchasing Report 2015, 2016
3
2
4
3
10
4
1
3
5
67
0 10 20 30 40 50 60 70 80
>$75,000.00
$25,000-$74,999
$10,000 -$24,999
$2,500-$9,999
<$2,499
Total Annual M/WBE PO's Issued by Purchasing Matrix
2016 2015
City of South Bend
2016 Annual Participation Program Report 30
CHART 9: M/WBE SP END BY P UR CHASING M ATRIX
Source: Naviline Purchasing Report 2015
1
0
0
0
0
2
2
4
3
10
0 2 4 6 8 10 12
>$75,000.00
$25,000-$74,999
$10,000 -$24,999
$2,500-$9,999
<$2,499
M/WBE Spend by Purchasing Matrix 2015
WBE MBE
City of South Bend
2016 Annual Participation Program Report 31
CHART 10:
Source: Naviline Purchasing Reports 2016
2
1
2
0
1
2
0
1
5
66
0 10 20 30 40 50 60 70
>$75,000.00
$25,000-$74,999
$10,000 -$24,999
$2,500-$9,999
<$2,499
M/WBE Spend by Matrix 2016
WBE MBE
City of South Bend
2016 Annual Participation Program Report 32
CHART 11: T OTAL M/WBE CONTRACTORS B Y ETH NICI TY 2016
Source: Naviline Purchasing Reports, 2016 & IDOA M/WBE Certified Businesses January 2017
Naviline Ethnicity Key:
AFA=African American AIN=Asian Indian APA=Asian Pacific Islander CAU=Caucasian
HIS=Hispanic NAM=Native American OTH=Other
1 3 0 0 1 1 0 60 0 0
75
0 0 0
75
0
10
20
30
40
50
60
70
80
AFA AIN APA CAU HIS NAM OTH TOTAL
Total M/WBE Contractors by Ethnicity 2016
MBE WBE
City of South Bend
2016 Annual Participation Program Report 33
S ECTI ON 3 WO RKFOR CE DOCUMENTS
*Note: At the time of this report, the attachment of Section 3 Workforce Documents had not been submitted to,
or approved by H.U.D. This report is submitted by Department of Community Investments in March of every
calendar year. An amended Annual Diversity Purchasing Report will be submitted documenting those changes
accordingly.
Department of Community Investment
Brian Pawlowski, Interim Executive Director of Community Investment
Pam Meyer, Director II (Community Development)
Lory Timmer, Anaylyst II
City of South Bend
2016 Annual Participation Program Report 34
Quote and Bid Solicitation/Evaluation Process
1. Summary of Purchasing Process
2. Purchasing Matrix Guidelines
3. City of South Bend Purchasing Policy ( SeeAttachment #1)
4. Invitation to Quote (Boilerplate – Attachment 1a)
5. Invitation to Bid (Boilerplate Attachment 1b)
City of South Bend
2016 Annual Participation Program Report 35
CITY OF S OUTH BEND PUR C HASING PR OCESS SU MMARY
The procurement of supplies, equipment and services is governed by the City of South Bend Purchasing Policy (attached). Pricing for
supplies, equipment and services is obtained according to a matrix (Bid Matrix) of the total cost. The Bid Matrix (attached) dictates
the quote or bid process to be followed and the approval levels required for purchasing approval. Exceptions are made for Special
Purchases as defined by Indiana Statutes. An emergency purchase is an example of a Special Purchase situation.
1. Obtaining Quotes
For purchases under $74,999, quotes are obtained from vendors specified by the City of South Bend Departments requiring the
respective supplies, equipment or services. The following requirements apply;
a. Purchases between $25,000 and $74,999 require a formal quote process which includes the completion
of the Quote Package (attached).
b. .Purchases under $25,000 requires a simple quote process as defined in the Bid Matrix. These written
quotes can be obtained thru phone requests, email request of written requests.
2. Evaluating Quotes
Simple quotes are first evaluated for content to assure that they represent the items or services required at the correct terms and
conditions specified by the department. Simple quotes are sorted by price and awarded to lowest price.
The Formal Quotes are opened at a public Meeting by the Board governing the Department. Formal Quotes are evaluated by the City
of South Bend Legal Department to assure the required forms are completed correctly. If the appropriate forms were not correct or
were omitted, and/or quoting instructions were not followed, the quote is considered non- responsive. Responsible, responsive quotes
are tabulated with the award given to the lowest cost.
City of South Bend
2016 Annual Participation Program Report 36
3. Obtaining Bids
Purchases of $75,000 or more require a formal bid process that includes public advertising of the items or project. A sample bid
package is attached.
4. Evaluating Bids
The Bids are opened at a public meeting by the Board governing the Department. Bids are evaluated by the City of South Bend Legal
Department to assure the required forms are completed correctly. If the appropriate forms were not correct or were omitted, and/ or
bidding instructions were not followed, the bid is considered non- responsive. Responsible, responsive bids are tabulated with the
award given to the lowest cost.
City of South Bend
2016 Annual Participation Program Report 37
City of South Bend Purchasing Matrix
Purchase Order Dollar Value Approvals Required Method Mode Comments/Additional
Requirements
Less than $2500 Department Approval
Purchasing Approval
Preferred Vendor or
Open Market
Phone, Fax, Mail Uses Central Services/Contract
Vendor/State QPA/Purchasing
Cooperative/Open Market – No
Competitive Quote
$2500 to $9999 Department Approval
Purchasing Approval
Preferred Vendor or
Informal Quote on
Open Market
Phone, Fax, Mail Uses Central Services/Contract
Vendor/State QPA/Purchasing
Cooperative/Open Market – w 2
Informal Quotes
$10,000 to $24,000 Department Approval
Purchasing Approval Preferred Vendor or
Informal Quote on
Open Market
Phone, Fax, Mail Uses Central Services/Contract
Vendor/State QPA/Purchasing
Cooperative/Open Market – w/ 3
Informal Quotes
$25,000 to $74,999 Department Approval
Purchasing Approval
Approving Board
Preferred Vendor or
Formal Quote
(Written) Quote
Process
Mailed at least
Seven Days prior
to Opening
Requires Minimum of Three
Written Responses. Opened, Read
at Public Meeting. Award by
Approving Board
Special Purchase Over $49,000 Department Approval
Purchasing Approval
Approving Board
Special Purchase of $50,000 or
more requires Legal Review and
Board Approval
$75,000 or More Department Approval
Purchasing Approval
Approving Board
Formal Bid Process
w/ Legal Review and
Formal Advertising
Submitted to
Clerk of Board of
Public Works
Formal Bid Process Board opens
Responses and Makes Final Award
or Rejection...
Purchases may not be artificially divided to avoid policy thresholds. Approving Boards: Board of Public Works
Additional Reviews required for Capital and IT items. Board of Park Commissioners
All purchases are limited by budget and appropriations. Redevelopment Commission
City of South Bend
2016 Annual Participation Program Report 38
Attachment Sheet Cover
City of South Bend Purchasing Policy (Attachment #1)
Invitation to Quote (Boilerplate-Attachment 1a)
Invitation to Bid (Boilerplate-Attachment 1b