Customer Relationship Management Solution

Transcription

1 Customer Relationship Management Solution S B E D A P R E S E N TAT I O N

2 SBEDA ELIGIBILITY KENDALL BANDERA COMAL GUADALUPE MEDINA BEXAR WILSON ATASCOSA Certified by the SCTRCA as a SBE HQ or Significant Business Presence in SAMSA Note: Other certifications such as MBE, WBE or AABE may be needed to fulfill other SBEDA requirements or obtain certain SBEDA incentives Significant business presence requires a firm to have an office in the SAMSA for 1 year and 20% of the firm s employees must work out of that SAMSA office For Priority certification assistance, submit a certification application to the SCTRCA and then contact the City s Small Business office at Priority certification is not guaranteed before the bid closes & will take a minimum of 10 days to process

3 REGISTER YOUR BUSINESS WITH THE CITY To register, please follow the link: Once registered, the SAePS System will state online if your firm is SBEDA eligible or not Prime awardees must be registered in the Central Vendor Registry; however the City encourages all vendors to register in SAePS SAePS is a great way to market your business and learn about upcoming solicitation opportunities

4 SBEDA TOOL(S) PRIME CONTRACT PROGRAM SBE SBEDA Eligible Prime + 51% SBE = Prime and/or Sub 5 Points M/WBE SBEDA Eligible Prime + 51% M/WBE = Prime and/or Sub 5 Points

5 SOLICTATION NAME: Name of the solicitation CITY OF SAN ANTONIO CONTRACTOR/SUPPLIER UTILIZATION PLAN PLEASE REVIEW THOROUGHLY PRIME CONTRACTOR NAME: SOLICITATION API's Minority and/or Woman Owned Business Enterprise (M/WBE) Subcontracting Program Please review the following information before completing the form: 1. Prime contractor must list ALL certified and non-certified Subcontractors/Suppliers that will be utilized for the entire contract period (see page 2). 2. A Subcontractor/Supplier Utilization Plan that does not satisfy City subcontracting goal(s) placed on this solicitation and absent an approved Subcontracting Goal- Waiver (at the time of bid submission) by the Small Business Office will be deemed NON-RESPONSIVE. 3. For a Prime contractor or Subcontractor to count toward a City required subcontracting goal(s), the Prime contractor or Subcontractor must be SBEDA eligible and have the same certification(s) from the South Central Texas Regional Certification Agency ( as the City required subcontracting goal(s). To be completed To be completed To be SBEDA eligible, a Prime contractor or Subcontractor must be certified as a Small Business Enterprise (SBE) through SCTRCA AND must be headquartered or have a by City Staff by Prime Contractor significant business presence in the San Antonio Metropolitan Statistical Area. SBEDA eligibility can be verified through the link vendorinformation/cosavendorlisting. For further clarification, please contact Small Business Office at (210) or refer to the SBEDA language within the solicitation document(s). To be Completed by City Staff EVALUATION POINTS APPLIED CITY REQUIRED PERCENT SBEDA ELIGIBLE CONTRACTING PARTICIPATION GOAL % To be Completed by Prime Contractor MEETING THE GOAL? (Y/N) WAIVER MITTED? (Y/N) Small Business Enterprise (SBE) Prime Contract Program 10 points Affirm, Sign I hereby affirm that the information on this form is true and complete to the best of my knowledge and belief. I possess internal documentation from all proposed & Date Subcontractors/Suppliers confirming their intent to perform the scope of work for the price or percentage indicated. I understand and agree that if approved, this document shall be attached thereto and become a binding part of the contract. Prime Contractor's Authorized Agent: Sign and Date Name Title Director or Designee of Economic Development: Sign and Date APPROVED DENIED Version: 3/23/17 pg.1

6 All sections of the following table must be completed for all firms listed. List all certified or non-certified Subcontractors/Suppliers that will be utilized for the entire contract period, excluding possible extensions, renewals and/or alternates. Use additional pages if necessary. ROLE NAME OF FIRM SBEDA ELIGIBLE (YES/NO) DOLLAR AMOUNT BY FIRM % OF TOTAL CONTRACT VALUE BY FIRM WORK TO BE PREFORMED (5 DIGIT NIGP CODE) PRIME CONTRACTOR ALL SECTIONS MUST BE COMPLETED FOR ALL FIRMS LISTED PLEASE REVIEW THOROUGHLY Version: 7/15/16 pg. 2

7 MENTOR PROTÉGÉ PROGRAM T h e C ity p a rtn e re d w ith A la m o C o lle g e s to e sta b lish a M e n to r P ro té g é P ro g ra m. T h e P ro g ra m sta rts w ith a se rie s o f cla sse s to h e lp S /M /W B E s w rite a b u sin e ss p la n, u n d e rsta n d fin a n cia ls, le a rn h o w to m a rke t, e tc. S /M /W B E s a re th e n p a rtn e re d w ith m e n to rs fo r a 2 ye a r p e rio d to le a rn b e st b u sin e ss p ra ctice s.

8 CONTACT US SBEDA Program Number: Website: sanantonio.gov/ sbo SCTRCA Number: Website: sctrca.org CVR Contact Number: Website: sanantonio.gov/purchasing/saeps Mentor Protégé Program Jan Wehrman, Program Manager, Alamo Colleges Number: Website: besanantonio.com