HomeMy WebLinkAboutDI 2021 Annual Inclusion Procurement ReportMichael A. Patton, MNA-Diversity, Compliance &
Inclusion Officer
Annual Inclusion Contracting Procurement Report
Office of Diversity and Inclusion
F.Y. 2021
1
Index Page: 1
Executive Summary Page: 2
2021 Annual Spend and Participation Page: 3
BPW Vendor Breakdown Spend Q1-Q4 Page: 4-7
Four Year Total Procurement and Contracting Spend Page: 8
Four Year Vendor Participation Total Page: 9
Two Year Award Amount Comparison Minority and Women Page: 10
2020-2021 Minority and Women Vendor Participation Page: 11
2020-2021 Annual Minority and Women Total Spend Percentage Page: 12
Four Year Purchase Order Comparison Page: 13
2021 Total Funding Breakdown by Ethnicity Page 14
Location Breakdown Page: 15
2021 B2Gnow Certified Contract Spend Page: 16
Economic Forecast Page: 17
Strategy Page: 18
Funding Source/Future Learning Page: 19-20
Definitions Page: 21-24
Appendix/Procurement Forecast Page: 25-26
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Executive Summary
The City of South Bend was recovering from the economic downturn compounded by COVID-19 and business growth. Inflation
slowly started to invade our community in the Spring of 2021. The cause of Inflation can be attributed to the reopening of the
economy, which led to greater consumer demand and supply chain constraints. The supply chain shortage caused a domino effect on
the local businesses having difficulty finding the materials and labor necessary to manufacture their products. This reduction in supply
and increased consumer demand significantly impacts the spike in demand. The new variant Omicron could be another potential
reason production and shipping backlogs have grown. Omicron and COVID-19 variants cause issues in the ability to plan daily
functional activity because workers may test positive, which forces companies to a temporary shutdown.
Governor Holcomb stated COVID-19 remains a challenge and an ongoing health crisis during the Annual State of Address. The
governor faces challenges from fellow Republicans pushing one proposal to exempt businesses from workplace COVID-19
vaccination requirements. Health officials in St. Joseph County are optimistic about the coronavirus pandemic omicron wave but urge
community residents to be vigilant as hospitals recover from the surge of patients admitted for positive testing results. Deputy Director
Mark Fox said, "while positive cases had plateaued around 1,100 to 1,200 cases per 100,000 residents over seven days in early
January, that number has fallen by about 25%." Hospital rates have decreased in the Michiana Region and trending down with positive
COVID-19 patients.
Mayor James Mueller responded to the COVID-19 challenges and dealt with adversity to strengthen our community. The Community
Investment Team awarded 135 Innovation Grants to support locally owned restaurants, set up emergency isolation and quarantine
center, and received a $7.7 million competitive grant from the U.S. Economic Development Administration to support a new
revolving loan program for local businesses impacted by COVID-19. The Diversity & Inclusion Team spearheaded several recent
efforts in 2021, including the Small Business Launchpad held at the Charles Black Center and the implementation of B2Gnow, the
nation-leading diversity, procurement, and grant management software provider. The Office of D&I also hosted Minority and
Women-Owned Business Enterprise registration and certification training, Contract Compliance, and Vendor Registration Workshops.
Local vendors have taken advantage of the Small Business Launchpad and other resources provided by the Office of D&I. The
supportive services enable small businesses to participate in more contractual opportunities and develop partnerships with established
Prime Contractors.
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2021 OVERALL ANNUAL SPEND AND PARTICIPATION RESULTS:
Total Overall Annual
Spend Amount
Total # of Purchase
Orders Issued
Total Minority-
Owned Business
Annual Spend
Minority-
Owned
Business
Annual %
Total Women-
Owned Business
Annual Spend
Women-
Owned
Business
Annual %
Total Minority and
Women-Owned
Business Annual
Spend Amount
Total Minority and
Women-Owned
Business Annual % OVERALL
ANNUAL SPEND
$97,962,708 7,006 $668,593 .7% $1,663,047 1.7% $2,331,640 2.4%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Total Annual Spend
Amount
Total # of
Purchase Orders
Issued
Total Minority
Owned Business
Annual Spend
Minority-
Owned
Business
Annual %
Total Women-
Owned Business
Annual Spend
Women-
Owned
Business
Annual %
Total Minority and
Women-Owned
Business Annual
Spend Amount
Total Minority and
Women-Owned
Business Annual %
PROCUREMENT OF
GOODS AND
SERVICES
$76,870,453 6,945 $652,643 .8% $1,070,495 1.4% $1,723,138 2.2%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Total Annual Spend
Amount
Total # of
Purchase orders
issued
Total Minority
Owned Business
Annual Spend
Minority-
Owned
Business
Annual %
Total Women
Owned Business
Annual Spend
Women-
Owned
Business
Annual %
Total Minority and
Women-Owned
Business spend
Total Minority and
Women-Owned
Business Annual % BPW
CONSTRUCTION
$21,092,255 61 $15,950 .1% $592,552 2.8% $608,502 2.9%
*Total Number includes prime contractors only. *Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation
claims, postage, legal claims
2021 Total Vendor
Participation
Total Certified
MBE
Total Uncertified
Minority Owned
Businesses
Total
Minority
Owned
Businesses
Total Certified
WBE
Total
Uncertified
Women-
Owned Bus.
Total Women-
Owned Businesses
Total Minority and
Women-Owned
Businesses
TOTAL VENDOR
COUNT MINORITY
AND WOMEN-
OWNED
BUSINESSES 946 8 24 32 2 45 47 79
Source: Dynamics 365 for Finance and Operations (DFO)
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2021 1ST QUARTER SPEND TOTAL:
Overall Spend 1st Qtr.
Vendors
Receiving
Payments
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-Owned
Business Spend
Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business % OVERALL 1ST QTR.
SPEND AMOUNT
$22,057,578 1,030 $185,209 0.8% $334,238 1.5% $519,447 2.4%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Overall Spend 1st Qtr.
Vendors
Receiving
Payments
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-Owned
Business Spend
Women-
Owned
Business %
Total Minority
and Women-
Owned Business
Spend
Total Minority and
Women-Owned
Business %
PROCUREMENT
OF GOODS AND
SERVICES
$19,368,030 1018 $185,209 .6% $178,661 0.9% $363,870 1.9%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Overall Spend 1st Qtr.
Vendors
Receiving
Payments
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-Owned
Business Spend
Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business % BPW
CONSTRUCTION
$2,689,548 20 $0 0% $155,577 5.8% $155,577 5.8%
*Total Number includes prime contractors only. *Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations,
workers compensation claims, postage, legal claims Source: Dynamics 365 for Finance and Operations (DFO)
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2021 2nd QUARTER SPEND TOTAL:
Overall Spend 2nd Qtr.
Vendors
Receiving
Payment
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-
Owned Business
Spend
Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business % OVERALL 2nd QTR.
SPEND AMOUNT
$22,401,554 1,085 $108,337 0.4% $532,589 2.4% $640,926 2.8%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Overall Spend 2nd Qtr.
Vendors
Receiving
Payment
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-
Owned Business
Spend
Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business %
PROCUREMENT OF
GOODS AND
SERVICES
$18,263,296 1071 $108,337 0.6% $296,160 1.6% $404,497 2.2%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Overall Spend 2nd Qtr.
Vendors
Receiving
Payments
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-
Owned Business
Spend
Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business % BPW
CONSTRUCTION $4,138,258 23 $0 0% $236,429 5.7% $236,429 5.7%
Total Number of Prime Contractors Only *Exclude Debt Service Source: Dynamics 365 for Finance and Operations (DFO)
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2021 3rd QUARTER SPEND TOTAL:
Overall Spend 3rd Qtr.
Vendors
Receiving
Payments
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-
Owned
Business
Spend
Total Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business % OVERALL 3rd QTR.
SPEND AMOUNT
$26,910,340 1213 $174,462 0.6% $275,732 1.3% $450,194 1.7%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Overall Spend 3rd Qtr.
Vendors
Receiving
Payments
Total Minority-
Owned Business
Spend
Total
Minority-
Owned
Business %
Total Women-
Owned
Business
Spend
Total Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business % PROCUREMENT OF
GOODS AND SERVICES
$21,305,826 1199 $158,512 0.7% $275,732 1.3% $434,244 2.0%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Overall Spend 3rd Qtr.
Vendors
Receiving
Payment
Total Minority-
Owned Business
Spend
Total
Minority-
Owned
Business %
Total Women-
Owned
Business Spend
Total Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business % BPW CONSTRUCTION
$5,604,514 21 $15,950 .3% $0 0% $15,950.00 .3%
Total Number of Prime Contractors Only *Exclude Debt Service Source: Dynamics 365 for Finance and Operations (DFO)
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2021 4th. Quarter Spend Total
Overall Spend 4th Qtr.
Vendors
Receiving
Payment
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-
Owned Business
Spend
Total
Women-
Owned
Business %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned-
Owned Business % OVERALL 4th QTR. SPEND
AMOUNT
$26,593,236 1,169 $200,584 0.8% $520,487 2.0% $721,071 2.7%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Overall Spend 4th Qtr.
Vendors
Receiving
Payment
Total Minority-
Owned Business
Spend
Minority-
Owned
Business %
Total Women-
Owned Business
Spend
Women-
Owned %
Total Minority and
Women-Owned
Business Spend
Total Minority and
Women-Owned
Business % PROCUREMENT OF
GOODS AND SERVICES
$17,933,301 1,155 $200,584 1.1% $319,941 1.8% $520,525 3.0%
*Excludes debt service, utility payments, health insurance claims, health insurance, insurance, intergovernmental obligations, workers compensation claims, postage, legal claims
Overall Spend 4th Qtr.
Vendors
Receiving
Payment
Total Minority-
Owned
Business Spend
Minority-
Owned
Business %
Total Women-
Owned
Business
Spend
Women-
Owned
Business %
Total Minority
and Women-
Owned Business
Spend
Total Minority and
Women-Owned
Business %
BPW CONSTRUCTION
$8,659,935 21 0 0% $200,546 2.3% $200,546 2.3%
*Total Number of Prime Contractors only *excludes debt service Source: Dynamic 365 for Finance and Operations (DFO)
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Source:2018, 2019 and 2020 Naviline
05/2020 to Present Dynamics 365 Finance Operations (DFO)
100,696,343
115,339,546
111,432,724
97,962,708
85,000,000
90,000,000
95,000,000
100,000,000
105,000,000
110,000,000
115,000,000
120,000,000
2018 2019 2020 2021
Four Year Total Amount Procurement and Contracting Spend
9
Source:2018, 2019 and 2020 Naviline
05/2020 to Present Dynamics 365 Finance Operations (DFO)
1808
2271
2600
2383
0
500
1000
1500
2000
2500
3000
2018 2019 2020 2021
Participation Year
Four Year Vendor Participation Total
10
Source: 2020 Naviline Dynamics 365 for Finance Operations (DFO) 2021
The 2020 Annual Combined Total Amount for Minority and Women-Owned Business participation was $4,192,936
The 2021 Annual Combined Total Amount for Minority and Women-Owned Business participation was $2,331,640
$793,590
$3,399,346
$668,593
$1,663,047
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
Award Comparison Amount Minority and Women Owned
Business 2020-2021
2020 Minority Owned
Business
2021 Minority Owned
Business
2020 Women Owned
Business 2021 Women Owned
Business
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Source: 2020 Naviline Dynamics 365 for Finance Operations (DFO) 2021
The Total Combined Minority and Women-Owned Business Participation for 2020 was 80
The Total Combined Minority and Women-Owned Business Participation for 2021 was 79
2020 Minority Owned
Business Participation
2020 Women Owned Business
Participation
2021 Minority Owned
Business Participation
2021 Women Owned Business
Participation
Series1 24 56 32 47
24
56
32
47
0
10
20
30
40
50
60
2020-2021 Minority and Women Owned Business Vendor
Participation Comparison
12
$4,192,936 or 3.7%
$111,432,724
2020 Total Minority and Women Owned Business
Spend Total
2020 Minority and Women Business Total 2020 Total Contract Spend
$2,331,640 or 2.4%
$97,962,306
2021 Total Minority and Women Owned
Business Spend Total
2021 Minority and Women Business Total 2021 Total Contract Spend
13
Source:2018, 2019 and 2020 Naviline
05/2020 to Present Dynamics 365 Finance Operations (DFO)
7189
6357
8363
7006
0
1000
2000
3000
4000
5000
6000
7000
8000
9000
2018 2019 2020 2021
Total Annual Purchase Order Comparison
14
Source: City of South Bend Financial Transparency Dashboard
15
Source: City of South Bend Financial Transparency Dashboard
$389,216
$1,942,425
$191,234
2021 Location Breakdown Spend
Out of State
Indiana
St. Joseph County
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Certified Firms with Awards and Payments Contract Year 2021
Business Name Ethnicity Gender Awards # Awards Total Payments
1st Class Logistics LLC Black American Male $144,329 7 $0
BUC Construction Supply, Inc. Caucasian Female $130,607 4 $25,250
C. Lee Construction Black American Male $51,998 5 $86,151
CE Hughes Milling, Inc. Caucasian Female $105,865 3 $109,437
DLZ LLC Subcontinental Asian American Male $6,295 1 $0
Hawk Enterprises, Inc. Caucasian Female $596,774 3 $190,489
JMH Roofing Company, Inc Hispanic American Female $0 0 $13,203
Kennedy Expressline Inc Black American Male $16,596 2 $11,899
M. J. Schuetz Insurance Services, Inc. Caucasian Female $19,296 1 $9,320
Modern Edge Caucasian Female $6,013 1 $0
Montgomery Trucking Inc., of Indiana Caucasian Female $68.339 2 $34,171
Ritschard Bros., Inc. Caucasian Female $864,582 2 $95,647
San Corporation Caucasian Female $8,990 1 $22,744
Slussers Green Thumb, Inc. Caucasian Female $172,324 5 $16,716
State Barricading, Inc. Caucasian Female $48,291 7 $20,068
Traffic Control Specialists, Inc Caucasian Female $49,847 3 $13,111
V & R Trucking, Inc. Black American Female $379,898 14 $214,188
Vision GPS Branding (DFO) Hispanic American Female $11,465 1 $11,465
Soulful Kitchen LLC (DFO) Black American Female $500 1 $500
TOTALS: $2,680,009 63 $874,359
City Achievement Towards Aspirational Goal .9% (874,359 ÷ 97,962,708) x 100
Source: B2Gnow Certified Contract Spend May-December 31st, 2021, Dynamics 365 Finance Operations (DFO)
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Economic Forecast: COVID-19 and the pandemic resulted in economic fallout that caused significant hardship. In the initial stages
of the pandemic, people lost their jobs. Still, we witnessed an improvement in employment and financial resources taken by the
federal government, states, and local government to help reduce the elevated levels of hardship seen in 2020. Nonetheless,
considerable needs remained unmet in underprivileged communities. The City of South Bend will receive nearly $59 million in
American Rescue Plan money on equitable recovery over the next three years. Mayor Mueller stated "equitable recovery" priorities
worth over $47 million in broad areas that will include.
• Safe, affordable housing includes home repair, lead remediation, new construction, homeownership assistance, and permanent
supportive housing
• Neighborhood infrastructure includes lighting, curbs, sidewalks, and traffic calming.
• Public safety, including technology upgrades and "interventionists," such as anti-violence groups
• Deferred maintenance, including commercial demolitions and athletic courts.
• Pre-Kindergarten expansion and youth opportunities
• Economic opportunities, such as workforce development, small business financing, and an "opportunity fund" to "help get
businesses who don't have access to the financing they need to be successful, to build their business and grow."
The United States Census Bureau of 2020 ranked the population of St. Joseph County residents as 272,912 residents. The City of
South Bend saw its largest population growth in 50 years, reflecting gains in many urban areas in Michiana. South Bend grew 2.3%
from 101,168 to 103,453, a difference of 2,285 residents. "This historic population increase clarifies that South Bend has turned the
corner and is a growing city once again," said Mayor James Mueller in a prepared statement. "We are proud that people are
choosing South Bend as their home, and we must continue to make our city a great place to live." -said, Mayor James Mueller
Mishawaka saw a 5.8% increase, from 48,252 residents in 2010 to 51,063 in 2020. Elkhart gained 2,974 residents over the decade, and
Goshen saw a rise of 8.8% in the population. The population growth in Elkhart County can attribute to the increased demand for jobs
in the R.V. Industry. The R.V. Industry Association reported its quarterly forecast by ITR Economics expects the record shipment to
continue through 2022. Note Source: U.S. Bureau of Labor Statistics; U.S. Census Bureau
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Strategy:
The Office of Diversity & Inclusion provides a more equitable playing field for Minority and women-owned businesses within the
City of South Bend. Our objective is to promote equal opportunity for Minority and Women-Owned -owned businesses, including
small local businesses, and to encourage utilization and participation of such companies in City contracting spending, providing firms
meet the eligibility standards and are permitted to participate in City contracts. The City's policy is to ensure nondiscrimination in the
award and administration of City contracts and take affirmative steps to address past discrimination as allowed under City of
Richmond v. J.A. Croson Co., 488 U.S. 469 (1989). The Office of Diversity & Inclusion also strives to create a level playing field on
which underutilized Minority and Women-Owned business enterprises can compete fairly for City contracts; ensure that only firms
that fully meet eligibility standards are to participate as underutilized Minority and Women-Owned business enterprises; help remove
barriers to the participation of underutilized Minority and Women-Owned business enterprises in City contracts; assist the
development of Minority and Women-Owned -owned businesses and facilitate the growth of business infrastructure to allow firms to
compete successfully in the City's Marketplace outside any targeted Minority and Women-Owned business enterprise Program, and
ensure that the Minority and Women-Owned Business Enterprise Program is administered in accordance with applicable law, and
strive to increase both the availability and utilization of Minority and Women-Owned -owned business.
The Office of D&I is looking for innovative ways to promote a mentorship program for local small businesses to partner with
established prime contractors. By enhancing business skills and broadening the base of small businesses, we plan to meet the overall
goals of this Program. The City of South Bend has proactively developed and used race-and gender-neutral measures as the preferred
means to facilitate the participation of all firms in City contracting opportunities.
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Funding Resources:
The Office of Diversity provided alternative resources to assist Minority and Women-Owned -Owned businesses by building
meaningful relationships with local financial institutions and providing referrals to help struggling small and emerging companies in
the community build capacity. The ongoing relationship was built with Notre Dame Federal Credit Union, Teachers Credit Union, 1st.
Source Bank, Accion Bank, Brightpoint, and Center Bank. The City of South Bend assisted local businesses to the
Alive Grant-Community Investment. The Office of Diversity & Inclusion has established Small Business Suite to provide wrap-
around services in legal counseling, accounting, bookkeeping, business coaching, and financial coaching. The goal is to strengthen the
small business ecosystem through investment in the professional service community and increase utilization of small local Minority
and Women-Owned -owned businesses.
Future Learning:
The Office of Diversity & Inclusion provides business community networking and training opportunities through Microsoft Teams,
Facebook, and one-on-one and group meeting sessions. We participate in vendor outreach fairs and give information on conducting
business with the City of South Bend. Additional learning opportunities include bi-annual vendor training, contract compliance, and
certification training by the Office of Diversity & Inclusion. This training is significant to understanding where opportunities exist for
South Bend to become more competitive. The Office of D&I is looking for innovative ways to promote a mentorship program for
Small Local Businesses to partner with established Prime contractors. By enhancing business skills and broadening the base of
Minority and Women-Owned Businesses, we plan to meet the Program's overall goals. We are also anticipating the second iteration of
the Small Business Assistance Suite to provide new business opportunities and welcome informal businesses into the formal economy
while increasing utilization.
The City of South Bend has purchased a new software system, B2Gnow- an electronic data collection system with the functionality
that pulls contract information, NAICS Codes, race and gender ownership, and Minority and Women-Owned -Owned certification
status. Additional features include Prime and Sub Contractor payments verification of prompt payments to subcontractors. Spend
analysis of information expenditures and import/export integration with existing systems to exchange contract payment and vendor
data.
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The Diversity & Inclusion Team partnered with Indiana Toll Road and The South Bend Community School Corporation to launch the
first 2021 Vendor Opportunity Fair. The Office of D&I sent invitations to 2,000 statewide certified vendors to participate in the
successful event. One hundred seventeen registered attendees, seventeen exhibitors, and 61 different MWBE and Small Business
Owners. Event follow-up measures were twenty-two new registered vendors, six one-on-one meetings scheduled, and increased
partnerships with Prime and Sub-Contractors and the Local Diverse Chamber of Commerce.
Through Race and Gender-Neutral measures, certified Minority and Women-Owned -Owned Businesses can help bridge the income,
participation, and information gap to diversify the City of South Bend Labor Force. The Office of D&I will conduct more regular
scheduled vendor outreach events, provide information, address questions regarding upcoming opportunities, and facilitate
"matchmaking" sessions between prime and sub-contractors.
The City of South Bend honors certification status from the following agencies to achieve these goals and outcomes. The Office of
D&I continues building relationships with Mid-States Minority Supplier Development Council, Indiana Dept. of Administration
(IDOA), Indiana Dept. of Transportation (INDOT), Great Lakes Women's Business Council (WBENC), and Indianapolis Office of
Minority & Women Business Development. Expanding Minority and Women-Owned Business certification will increase contract
opportunities and strengthen accountability measures to meet goals. The Office of D&I has established partnerships with the Black
Chamber of Commerce, South Bend Black Chamber of Commerce, Latino American Chamber of Commerce (LACC), University of
Notre Dame, Spark Program at St. Mary's College, South Bend/Elkhart Regional Partnership, North Central Indiana Small Business
Center at Indiana University.
The Office of D&I will provide innovative solutions to increase the utilization of race and gender-neutral measures, engage with
community organizations to promote business networking, understand local demand, and improve the opportunity for prime
contractors.
Note Source:
U.S. Bureau of Labor Statistics
U.S. Census Bureau
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Definitions:
Certification Standards mean standards adopted by the City to determine the eligibility of businesses as Minority and Women-
Owned
Business Enterprises.
City means the City of South Bend, Indiana.
City's Geographical Marketplace means all of Indiana plus Berrien County, Michigan.
The City's target marketplace means the geographic area of St. Joseph County, Indiana, Elkhart County, Indiana, Porter County,
Indiana, Lake County, Indiana, LaPorte, Indiana, Marshall County, Indiana, and Berrien County, Michigan.
Contract means any contract over $50,000 that is awarded by the City through any of its agents, boards, or commissions for work,
labor, services, supplies, equipment, professional services, goods, construction, or construction-related activities, and materials, or any
combination of the foregoing; the term specifically includes but shall not be limited to, any purchase or lease of materials pursuant to
I.C. 36-1-9.5, any public work project authorized pursuant to I.C. 36-1-12-4, or Contract in which public bids are not required by law.
Contract goal means a calculation prepared by the Contract Compliance Coordinator with Program Administrator approval that
includes all the following factors: the detailed cost estimate of the work to be performed or goods purchased; the City's marketplace as
defined in this Section, and the availability of MWBEs/DBEs and non-MWBEs/DBEs in the City's marketplace determined on a
contract-by-contract basis.
Contractor means any person, partnership, corporation, limited liability company, association, or Joint Venture that has been awarded
a City contract.
Discriminatory practice means the exclusion of a person or persons from equal business opportunity because of age, race, sex,
religion, color, national origin, ancestry, disability, sexual orientation, or gender identity.
22
Doing business means engaging in for-profit activities in the scope of the expertise of the firm and having a physical location from
which to do so.
Goal-Eligible Contract refers to a contract that can be divided in a way that would allow a subcontractor to perform a commercially
useful function AND that contains work represented by at least one of the NAICS codes listed in Table 4-9 ("Unweighted
Availability") in the 2019 City of South Bend Disparity Study. Table 4-9 is reproduced as Attachment A to the Program Plan and will
be updated quarterly with new availability estimates. Goal-Eligible Contracts must be bid through the Board of Public Works.
Local business means a small business located within the City's Target Marketplace, where at least 30% of firm employees live
within the City's Target Marketplace geographic boundaries.
Mayor means the Mayor of the City of South Bend, Indiana.
A minority individual means a person who is a United States citizen and is a member of any of the following:
a) "Black Americans," which includes persons having origins in any of the Black racial groups of Africa, such as African American,
Sub-Saharan African, and Afro-Caribbean.
b) "Hispanic and Latino Americans," which includes persons of Mexican, Puerto Rican, Cuban, Dominican, Central or South
American, or other Spanish or Portuguese culture or origin, regardless of race.
c) "Native Americans," which includes persons who are enrolled members of a federally or state-recognized Indian tribe, Alaska
Natives, or Native Hawaiians.
d) "Asian-Pacific Americans," which includes persons whose origins are from Japan, China, Taiwan, Korea, Burma (Myanmar),
Vietnam, Laos, Cambodia (Kampuchea), Thailand, Malaysia, Indonesia, the Philippines, Brunei, Samoa, Guam, the U.S. Trust
Territories of the Pacific Islands (Republic of Palau), Republic of the Northern Marianas Islands, Samoa, Macao, Fiji, Tonga, Kiribati,
Tuvalu, Nauru, Federated States of Micronesia, or Hong Kong.
e) "Subcontinent Asian Americans," which includes persons whose origins are from India, Pakistan, Bangladesh, Bhutan, the
Maldives Islands, Nepal, or Sri Lanka;
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Minority-Owned Business Enterprise (MBE) means a sole proprietorship, partnership, corporation, limited liability company, Joint
Venture, or any other business or professional entity:
a) Which is at least 51% owned by one or more minority individuals, or in the case of a publicly owned business, at least 51% of all
classes of the stock which is owned by one or more minority individuals.
b) Whose management, policies, major decisions, and daily business operations are independently managed and controlled by one or
more such minority individuals; and
c) For which minority individuals have an interest in the capital, assets, and profits and losses of the business proportionate to the
percentage of ownership.
d) Which has obtained certification as an MBE from a recognized certifying agency.
Small business means a small business defined by the U.S. Small Business Administration size standard relevant to a firm's primary
category of work.
Subcontractor means any person is entering a contract with a contractor to directly furnish services or supplies toward the agreement.
Utilization Plan means the list of Minority and Women-Owned Business Enterprises that the bidder commits to will be utilized to
meet the contract goals, the scopes of the work, and the dollar values or the percentages of the work to be performed.
Woman/Women means a person or persons who are United States citizens of the female gender.
Woman-Owned Business Enterprise (WBE) means a Small Local Business Enterprise, including a sole proprietorship, partnership,
corporation, limited liability company, Joint Venture, or any other business or professional entity:
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a) Which is at least 51% owned by one or more Women, or in the case of a publicly owned business, at least 51% of all classes of the
stock of which is owned by one or more Women.
b) Whose management, policies, major decisions, and daily business operations are independently managed and controlled by one or
more such Women; and
c) For which women have an interest in the capital, assets, and profits and losses of the business proportionate to the percentage of
ownership.
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- APPENDIX
Summary of Procurement Process
I. Procurement Forecast Template – The purpose of this template is for planning purposes; to help identify procurement
opportunities and report alignment with available projections of future contracting opportunities. Improve the quality of
integration supply and increase Minority and Women Business participation with The City of South Bend.
Please visit our website: https://southbendin.gov/doing-business/ for various resources, including vendor registration, submitting a city
contract bid, applying for a business license, and other helpful resources.
Theresa Heffner, Clerk of the Board of Public Works
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Commodity Project
Code Description
Estimated Estimated
Value Term
Target Ad Subcontracting
Date Opportunities
FY 2021 Annual Procurement Forecast