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Page 1: EBMUD is committed to diversity and inclusion and it is ... · “Micro-business” is a small business enterprise that, together with affiliates, has average annual gross receipts
Page 2: EBMUD is committed to diversity and inclusion and it is ... · “Micro-business” is a small business enterprise that, together with affiliates, has average annual gross receipts
Page 3: EBMUD is committed to diversity and inclusion and it is ... · “Micro-business” is a small business enterprise that, together with affiliates, has average annual gross receipts
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November 2015 FY15 Annual Report

CONTRACT EQUITY PROGRAM

Advocating Economic Equality for over 30 Years

∙ ∙ ∙ R e s p e c t ∙ T e a m w o r k

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TABLE OF CONTENTS

OVERVIEW ................................................................................................................................... 1

SUMMARY .................................................................................................................................... 2

CONTRACT AWARDS HIGHLIGHTS ....................................................................................... 3

SMALL BUSINESS ENTERPRISE COMPONENT .................................................................... 4

LOCAL BUSINESS ENTERPRISE COMPONENT ..................................................................... 6

CONTRACTORS’ COMPLIANCE WITH EQUAL EMPLOYMENT OPPORTUNITY

COMPONENT ................................................................................................................................ 7

FY 2015 OUTREACH AND COMMUNITY PARTICIPATION ................................................. 8

MAJOR FOCUS FOR FY 2016 ................................................................................................... 10

ATTACHMENTS FY15 Overall and ≤ $70,000 Distribution of Contract Awards

Listing Of Top Prime Contract Awards

FY15 Key Outreach Activities

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OVERVIEW EBMUD is committed to diversity and inclusion and it is important to us that our business opportunities and supply chain reflect the diversity of the communities we serve. For more than 30 years, the District has promoted stewardship in contract equity to invest in and support a Contract Equity (CE) Program. Ensuring diversity in our contracting and supply chain supports our mission to deliver safe, reliable and high quality water and wastewater services for 1.4 million customers. The role of the CE Office is to ensure fairness and equity in contracting opportunities, bidding of potential contracts, and the execution of contracts to the business community, especially those sectors historically underutilized, small and local. Fair, active and open competition works to build relationships with the community in which we live and serve, and drives competition and productivity to provide value to EBMUD and our ratepayers. Furthermore, the CE Office’s mission is to increase contract participation in:

cultural and gender diversity small businesses1 local businesses

Throughout the years, the CE Office has expanded the District’s commitment and efforts to include diverse-owned businesses. As a result, since inception of the CE Program, the District has awarded over $3.6 billion in contracts with 21 percent ($765 million) going to ethnic minority and white women owned businesses (EM/WWBEs). This represents an average of $24.7 million in annual awards to EM/WWBE’s. Efforts continue to expand the CE Program to add new components approved by the Board of Directors in July 2015:

Expansion of the definition of small businesses to include disabled veteran businesses Addition of a pilot local hire component on targeted construction projects

On October 6, 2015, the local hire component launched with the Diablo Pumping Plant Rehabilitation project and disabled veteran businesses were included within the small business definition. The District also ensures that all firms doing business with us take lawful and adequate steps to assure that their employment practices comply with Equal Employment Opportunity (EEO) Laws. To support these efforts, the District provides brochures and requires that posters –which notify contractors and their employees that discrimination, harassment, and retaliation are not tolerated by the District – be prominently displayed at all contractors’ worksites. Since FY11 at least two-thirds of the firms who were awarded contracts continue to have a minority workforce that reflects 50 percent or more of their applicable Metropolitan Statistical Area (MSA.)

1 “Small business” is a business enterprise that has average annual gross receipts of $14,000,000 or less over the

previous three years or is a manufacturer with 100 or fewer employees.

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SUMMARY The CE Program FY15 Annual Report provides an overview of the District’s contracting performance and related staff activities for the fiscal year and an update on FY16 program enhancements and initiatives.

In FY15, the District awarded a total of approximately $148 million with exclusions of $22 million2. The chart below reflects the program results and levels of participation. The overall contracting objective was achieved and goals exceeded for white men (75 percent) and white women (9 percent) but fell short for ethnic minorities (13 percent). Unclassified firms received 3 percent of contract awards. Small businesses for contract awards ≤ $70,000 achieved 41 percent of its 50 percent goal. See Attachment 1 for the distribution of contract awards – overall and for contract awards ≤ $70,000.

Chart 1

DISTRIBUTION OF FY15 CONTRACT AWARDS

50%

25%

6.3%

25%

75%

9%

41%

13%

0%

20%

40%

60%

80%

100%

White Men White Women Ethnic Minorities Small Business ≤$70K

Gradient Color = Contracting Objective/Goal Checkerboard Color = Actual Results

2 Excluded contracts are awards to government/nonprofit ($3.3M), publicly held corporations ($13.4M), foreign

owned ($2.9M) and sole source providers ($2.5M).

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CONTRACT AWARDS HIGHLIGHTS Efforts to increase overall contracting opportunities for white women, ethnic minorities, and local and small businesses have resulted in improvements for all categories. Overall contract awards in FY15 increased 44 percent for white women and 18 percent for ethnic minorities compared to FY14 results. Local business participation increased 8 percent and local/small business increased by 23 percent as referenced in Table 1 below. As indicated in Table 1 below, contract awards ≤ $70,000 for small businesses increased by 1 percent and the contracting objectives for white men and white women were achieved. The objective for ethnic minorities was not met, but overall results for ethnic minorities increased.

Table 1

FY15 CONTRACT EQUITY PROGRAM PERFORMANCE (excludes awards to government agencies, nonprofit organizations, publicly

held corporations, foreign owned, and sole source awards)

Availability Group/ Misc. Grouping

Contracting Objective %

Overall Results %

≤ $70,000 Results %

FY15 FY14 FY15 FY14

White Men 25 75 80 66 62

White Women 6.33 9 5 11 10

Ethnic Minorities (Men/Women) 25 13 11 12 15

Unclassified NA 3 4 11 13

Local Business NA 41 38 48 52

Local/Small Business NA 22 17 21 26

Small Business 504 29 25 41 40

Micro-business NA 4 3 6 7

All Men NA 88 92 89 80

All Women NA 12 8 11 20

Exclusions NA 18 19 17 19

3 Weighted average based on contract distribution per contract category for FY99-FY02 4 The 50% SBE goal is for contract awards of ≤ $70,000

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Table 2 shows the overall percentage of contracts awarded to the three availability groups and unclassified firms by contract category. For the highest level of contract participation, white men achieved 80 percent in professional services, white women achieved 14 percent in professional services, and ethnic minorities achieved 42 percent in construction. See Attachment 2 for a list of top prime awards by firm for each availability group and contract category.

Table 2

FY15 CONTRACT PARTICIPATION ($126M) (excludes awards to government agencies, nonprofit organizations, publicly

held corporations, foreign owned, and sole source awards)

Availability Group/Misc. Grouping

Contract Categories

Overall Construction Professional Services

General Services

Materials & Supplies

Purchasing Card

White Men 56% 80% 75% 77% 58% 75%

White Women 2% 14% 9% 6% 6% 9%

Ethnic Minorities (Men & Women) 42% 6% 11% 16% 6% 13%

Unclassified Firms 0% 0% 5% 1% 30% 3%

SMALL BUSINESS ENTERPRISE COMPONENT Over 2,760 small business enterprises (SBEs) are registered with the District. SBE purchases and services contracts totaled $43 million (29 percent of contracts overall which is 15 percent higher than FY14), including $6 million (4 percent) to micro-businesses5. Our ongoing commitment to SBE’s continue to be demonstrated by providing incentives such as the 5 percent bid discount on competitively bid contracts and the 25 percent set-aside for contracts ≤ $70,000. For contract awards ≤ $70,000, small businesses received $16 million (41 percent, a slight increase from FY14), including $2 million (6 percent) to micro-businesses. The level of participation by availability group was 66 percent for white men, 11 percent for white women and 12 percent for ethnic minorities with 11 percent for unclassified firms. The highest level of SBE participation for contract awards ≤ $70,000 was 51 percent for general services awards. The average dollar amount of contracts ≤ $70,000 for FY15 ($7K) indicates that there are opportunities to increase SBE awards to meet the goal of 50 percent participation. Because general services and materials and supplies contracts account for over 95 percent of awards ≤ $70,000, the CE Office continues to focus on increasing SBE participation from 41 percent to 50 percent for these contract categories. (See Table 3).

5 “Micro-business” is a small business enterprise that, together with affiliates, has average annual gross receipts of

$3,500,000 or less over the previous three years or is a manufacturer with 25 or fewer employees.

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Table 3

FY15 AVERAGE CONTRACT EXPENDITURE BY CONTRACT CATEGORY

Contract Category Total Expenditures

Total Awards

Average Contract Expenditure

AWARDS > $70,000

Professional Services $23.0M 36 $639K

General Services $5.0M 27 $195K

Construction $27.0M 17 $1.6M

Materials & Supplies $36.0M 120 $297K

SUBTOTAL $91.0M 200 $455K

AWARDS < $70,000

Professional Services $1.7M 91 $18K

General Services $6.6M 936 $5K

Construction $625K 29 $22K

Materials & Supplies $20.7M 3,226 $6K

SUBTOTAL $29.6M 4,282 $7K

Purchasing Card $10.0M 23,553 $425

SUBTOTAL $39.6M 27,835 $14K

GRAND TOTAL $130.6M 28,035 $5K

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50%

10% 13%

27%

White Men

White Women

Ethnic Minorities

Other*

LOCAL BUSINESS ENTERPRISE COMPONENT The District encourages participation of firms located in the District’s service area or in counties directly impacted by District contracts and/or operations. Even though there is no numeric goal established for local businesses, efforts to increase local participation resulted in $60 million (41 percent) in District contract awards compared to 38 percent in FY14. See the chart below for the distribution of local business awards by availability group.

*Other is defined as contracts awarded to government/nonprofit, publicly held corporations, or foreign owned. The highest overall level of local business enterprises (LBEs) participation was for professional services (55 percent). For contract awards < $70,000, local businesses received $19 million (48 percent) in District contract awards compared to $20 million (54 percent) in FY14. Local Small Business Enterprises (L/SBEs) also grew and received $33 million (22 percent) in overall contract awards compared to $28 million (17 percent) in FY14. The highest overall level of L/SBE participation was for materials and supplies (28 percent). For contract awards < $70,000, the participation was $9 million (22 percent) compared to $10 million (16 percent) in FY14. The highest level of participation was in construction at 40 percent.

Chart 2

FY15 DISTRIBUTION OF LOCAL BUSINESS AWARDS

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0%

10%

20%

30%

40%

50%

60%

70%

80%

90%

100%

Professional Services General Services Construction Materials and Supplies

Firms Below 50% Firms Meeting 50% But Below 100% Firms Meeting/Exceeding 100%

CONTRACTORS’ COMPLIANCE WITH EQUAL EMPLOYMENT OPPORTUNITY COMPONENT The District values diversity in its workforce, including contractors, and does not tolerate discrimination, harassment, or retaliation by contractors. District contractors must agree not to discriminate against any employee or applicant for employment and provide evidence of compliance to the District upon request. Firms are advised that they may not receive future awards if they do not comply with or if they violate the District’s Equal Employment Opportunity Policy. Of the 200 major contract awards in FY15, 137 firms submitted employment data. This reflects 80 percent or 110 firms awarded contracts to companies with minority workforces that reflect at least 50 percent or more of their applicable Metropolitan Statistical Area (MSA). Of those 110 firms, 54 percent either met or exceeded their MSA for their local communities. Contractors’ compliance results by contract category are shown in Chart 3. Firms providing construction for the District have the most diverse employment record with 94 percent having a minority workforce profile of at least 50 percent of their applicable MSAs. A review of the 31 professional services contract awards reflects that approximately 39 percent (12 firms) were below 50 percent of parity.

Chart 3 FY15 CONTRACTORS’ COMPLIANCE RESULTS FOR CCEEO

BY CONTRACT CATEGORY

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FY15 OUTREACH AND COMMUNITY PARTICIPATION The District has long recognized that small, diverse, and local businesses play an important role in our business and as a result, has had an active outreach program in place for more than 31 years. This function is embedded within our organization to promote the District’s CEP program and staff engages in race- and gender-neutral internal and external outreach activities designed to:

• identify potential firms to bid on District projects • spark a firm’s interest in doing business with the District • educate firms on how to do business with the District • educate District staff on our contracting process, including the CE Program, and • promote the District’s CE Program and mission in the community at large.

A major factor in maintaining a successful CE Program is achieving wide visibility and support for the program. Staff participated in numerous outreach activities in FY15 to aggressively promote diversity and inclusion in the District’s contracting processes including:

Conducting four Business Forums:

1. EBMUD, Union Bank and Turner Construction - Construction Management Training Program (February - April, Oakland, CA)

Staff partnered with Turner Construction and Union Bank to conduct an 8-

week training program for small businesses to learn how to be more competitive in contract bidding. Participants learned how to do business with the District and received information on upcoming contract opportunities. Approximately 25 to 30 participants attended each session with 19 qualifying for a certificate of completion at the end of program.

Construction Management Training Program Graduation

2. EBMUD – Workers Compensation Administrator and Engineering Consultant Roster for General Environmental Services Pre-Proposal Business Development Forums (March, Oakland, CA).

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EBMUD held project specific business forums to educate potential proposers on the project and processes for solicitation and selection. The forums provided an opportunity for potential prime consultants to meet possible sub-consultants. Fifteen participants attended the Workers Compensation Administrator forum and thirty participants attended the General Environmental Services session.

3. EBMUD co-hosted with Alameda County Business Development Center and

Chevron – Growing your Business Workshop Series (8 workshops) (September - October, Oakland, CA)

The workshops provided local businesses tools related to starting and

growing a business and included topics such as legal issues for businesses, market strategies, certification, and doing business with government agencies. Approximately 15 to 30 participants attended each week.

4. EBMUD, The Foundation for Fair Contracting and the Bay Area Contract Compliance Officers Association - Public Works Prevailing Wage Business Development Forum (February, Oakland, CA).

EBMUD co-hosted the following training forum for construction

contractors and staff from other agencies on prevailing wage rates and submission requirements which included a networking session:

Additionally, staff participated in 33 community events, 13 business expos, conducted 5 presentations and placed four magazine advertisements promoting the District’s mission for diversity in contracting. (See Attachment 3 for Listing of Key Outreach Activities.)

Quarterly production of the Equalizer Newsletter to inform prospective businesses of contracting opportunities.

Participation in the following:

o American Indian Chamber of Commerce – Corporate Advisory Committee o San Francisco Bay Area Rapid Transit (BART) – Business Advisory Council o Bay Area Business Roundtable o Astra Women Business Alliance – Women in Construction Corporate Advisory

Group

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MAJOR FOCUS FOR FY16 EBMUD continues to invest resources to promote supplier diversity and local participation for economic health. Looking forward, the emphasis for FY16 is to promote two new additions to the program approved by the Board in July 2015: 1) Local hire component and 2) Disabled Veterans Business Enterprises. Work is underway to develop an automated process to better track, administer and report on CE Program information acquired from contractors. Additionally, staff will continue to address enhancements to the CE Program including the following:

Table 4

FY16 Contract Equity Program Enhancements

Enhancements Status as of October 31, 2015

Expand small business definition to include disabled veterans

• Updated applicable bid related documents and marketing materials

Pilot a local hire component on at least 4 construction projects with good faith goals of 50 percent for local residents with 30% being from the county(ies) directly impacted by the program

• Updated applicable bid related documents and included in the first appropriate construction project - Spec. 2084 for Diablo Pumping Plant Rehabilitation (~$1.8M)

• Updated bid related documents have also been included in Orinda WTP Filter, Hypochlorite, and Electrical Improvements project – Spec. 2089 advertising in November 2015

Continue to engage in aggressive outreach and education efforts

• Conducted business forum in partnership with California High Speed Rail and Department of General Services on SBE and DVBE certification and contracting opportunities (October 2015) with another one to be held in 2016

Implement new prime and subcontractor matchmaking sessions

• Conduct at least two Prime and Subcontractor Matchmaking Session for construction projects during FY16 (tentative projects: Chabot Dam Seismic Upgrade and South Reservoir Replacement)

Investigate providing commercial general liability insurance assistance through a program such as SPARTA (Service Providers and Artisan Tradesman Activities)

• Completion of assessment by 4th quarter FY16

Monitor impact of Pilot Project Labor Agreement on CE Program

• Work with the Construction Division to assess the impact on bidding opportunities and achievement of Good Faith Outreach Efforts once an agreement has been adopted

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ATTACHMENTS

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ATTACHMENT 1

FY15 YEAR-END – OVERALL DISTRIBUTION OF CONTRACT AWARDS East Bay Municipal Utility District

July 1, 2014 – June 30, 2015

Contract Category/Awards ($)

Availability Group/ Misc. Grouping1

Contracting Objective %

FY14 YEAR-END Results %

FY15 YEAR-END Results %

Pr

ofes

siona

l Ser

vice

s

$21.2M*

White Men 25.0 87.5 80.2 White Women 6.0 2.1 13.7 Ethnic Minorities 25.0 8.7 5.8 Unclassified NA 1.6 0.3

$24.6M

Local Business NA 62.4 32.5 Local/Small Business NA 13.4 6.3 Small Business 50.0 29.3 19.3 Microbusiness NA 5.1 4.1

G

ener

al S

ervi

ces

$7.9M*

White Men 25.0 75.3 74.6 White Women 6.0 7.7 8.8 Ethnic Minorities 25.0 10.5 11.4 Unclassified NA 6.3 5.2

$11.9M

Local Business NA 40.5 55.3 Local/Small Business NA 11.8 20.6 Small Business 50.0 22.2 40.4 Microbusiness NA 4.4 5.7

Con

stru

ctio

n $44.4M*

White Men 25.0 90.0 73.2 White Women 9.0 3.0 10.5 Ethnic Minorities 25.0 7.2 15.9 Unclassified NA 0.0 0.4

$42.5M

Local Business NA 25.1 38.6 Local/Small Business NA 7.3 26.2 Small Business 50.0 9.7 36.5 Microbusiness NA 1.2 4.8

M

ater

ials

& S

uppl

ies

$45.6M*

White Men 25.0 68.4 76.5 White Women 2.0 8.5 6.2 Ethnic Minorities 25.0 19.1 16.1 Unclassified NA 4.0 1.2

$56.9M

Local Business NA 48.0 43.2 Local/Small Business NA 11.9 28.0 Small Business 50.0 29.1 24.7 Microbusiness NA 5.1 2.9

Pu

rcha

se C

ards

$8.4M*

White Men 25.0 47.9 57.5 White Women 2.0 7.1 5.8 Ethnic Minorities 25.0 9.0 6.2 Unclassified NA 36.0 30.4

$9.9M

Local Business NA 21.3 19.4 Local/Small Business NA 12.0 15.7 Small Business 50.0 35.3 31.7 Microbusiness NA 3.4 1.6

Ove

rall

Con

trac

ts

$125.7M*

White Men 25.0 80.0 74.6 White Women 6.32 5.0 9.1 Ethnic Minorities 25.0 10.8 13.3 Unclassified NA 3.8 3.0

$147.9M

Local Business NA 38.3 40.7 Local/Small Business NA 10.0 22.4 Small Business 50.0 20.2 29.1 Microbusiness NA 3.4 3.9

1 Ethnic Minorities includes Men and Women. 2 Weighted average based on contract distribution per contract category for FY99-FY02; for the District overall and departments with

construction awards, the contracting objective is 6.3 percent; for departments without construction awards, the objective is 3.5 percent.

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ATTACHMENT 1

FY15 YEAR-END – DISTRIBUTION OF CONTRACT AWARDS OF $70,000 OR LESS

East Bay Municipal Utility District July 1, 2014 – June 30, 2015

Contract Category

Availability Group/ Misc. Grouping1

Contracting Objective %

FY14 YEAR-END Results %

FY15 YEAR-END Results %

Pr

ofes

siona

l Ser

vice

s

$1.5M*

White Men 25.0 60.8 61.5 White Women 6.0 8.8 18.5 Ethnic Minorities 25.0 20.2 15.9 Unclassified NA 10.1 4.1

$1.7M

Local Business NA 51.8 52.6 Local/Small Business NA 23.0 24.8 Small Business 50.0 40.2 50.3 Microbusiness NA 6.7 13.0

G

ener

al S

ervi

ces

$5.9M*

White Men 25.0 69.5 71.8 White Women 6.0 8.5 7.3 Ethnic Minorities 25.0 13.5 15.4 Unclassified NA 8.3 5.5

$6.6M

Local Business NA 61.8 61.5 Local/Small Business NA 23.2 29.4 Small Business 50.0 40.7 51.4 Microbusiness NA 9.9 10.2

Con

stru

ctio

n $618.1K*

White Men 25.0 95.4 44.0 White Women 9.0 0.0 11.7 Ethnic Minorities 25.0 4.6 14.7 Unclassified NA 0.0 29.6

$625.0K

Local Business NA 72.8 60.8 Local/Small Business NA 12.7 40.6 Small Business 50.0 44.6 41.9 Microbusiness NA 34.5 1.7

M

ater

ials

& S

uppl

ies

$16.5M*

White Men 25.0 64.6 69.0 White Women 2.0 13.4 14.5 Ethnic Minorities 25.0 17.9 13.1 Unclassified NA 4.2 3.3

$20.7M

Local Business NA 54.8 47.3 Local/Small Business NA 14.7 21.3 Small Business 50.0 42.1 41.1 Microbusiness NA 10.4 5.2

Pu

rcha

se C

ards

$8.4M*

White Men 25.0 47.9 57.5 White Women 2.0 7.1 5.8 Ethnic Minorities 25.0 9.0 6.2 Unclassified NA 36.0 30.4

$9.9M

Local Business NA 21.3 19.4 Local/Small Business NA 12.0 15.7 Small Business 50.0 35.3 31.7 Microbusiness NA 3.4 1.6

Ove

rall

Con

trac

ts

$32.9M*

White Men 25.0 62.1 65.8 White Women 6.32 10.6 11.1 Ethnic Minorities 25.0 14.9 11.9 Unclassified NA 12.5 11.2

$39.6M

Local Business NA 53.5 48.0 Local/Small Business NA 15.7 21.7 Small Business 50.0 40.4 40.9 Microbusiness NA 9.9 5.8

*Total contract awards excluding government, nonprofit, publicly held corporations, foreign-owned and sole source awards.

1 Ethnic Minorities includes Men and Women. 2 Weighted average based on contract distribution per contract category for FY99-FY02; for the District overall and departments with

construction awards, the contracting objective is 6.3 percent; for departments without construction awards, the objective is 3.5 percent.

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ATTACHMENT 2

TOP PRIME CONSTRUCTION AWARDS FY15 (July 1, 2014 – June 30, 2015)

Prime Firm Project Description Availability Group Contract Amount

Steve P. Rados Pumping plant replacement White Men $15,995,260

Aztec Consultants (L/SBE) Reservoir rehabilitation Ethnic Minority Men (Hispanic) $5,016,894

Manito Construction, Inc. (L/SBE) Primary sedimentation tanks/influent channels rehabilitation White Women $4,796,400

Diede Construction RV park improvement White Men $4,018,000

California Trenchless (SBE) Alameda Interceptor rehabilitation White Men $2,390,000

Proven Management, Inc. (LBE) South Reservoir demolition Ethnic Minority Men (Hispanic) $1,949,777

American Construction and Supply (SBE) Mokelumne aqueducts cathodic protection improvements Ethnic Minority Men

(Hispanic) $372,277

Manito Construction (L/SBE) Walkway development White Women $67,135

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ATTACHMENT 2

TOP PRIME MATERIAL & SUPPLIES AWARDS FY15 (July 1, 2014 – June 30, 2015)

Prime Firm Project Description Availability Group Contract Amount Golden Gate Truck Center (LBE) Purchase dump truck White Men $3,568,899

S&S Trucking (L/SBE) Backfill materials Ethnic Minority Men (Hispanic) $2,670,308

BHS Marketing, LLC Provide hydrofluosilicic acid White Men $2,140,000

Golden Gate Truck Center (LBE) Purchase dump truck White Men $981,110

Integrated Archive Systems (SBE) Netapp filter system White Women $357,639

Johnson Enterprises (L/SBE) Provide meters Ethnic Minority Men (Black) $239,064

Ibarra Trucking Provide dump truck Ethnic Minority Men (Hispanic) $100,000

Thiel’s Tire Service (SBE) Tire supply White Women $70,000 Inland Industrial Tire, Inc.(L/SBE) Tire supply White Women $70,000

East Bay Tire Co. (SBE) Tire supply White Men $70,000 Fluid Conservation Systems, Inc. Provide Permalog with Patroller 2 laptop system and antennas White Men $70,000

SMG Trucking (L/SBE) Trucking services Ethnic Minority Men (Asian) $65,600

Henry Servin & Sons, Inc. (SBE) Tooling accessories Ethnic Minority Women

(Hispanic) $62,900

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ATTACHMENT 2

TOP PRIME PROFESSIONAL SERVICES AWARDS FY15 (July 1, 2014 – June 30, 2015)

Prime Firm Project Description Availability Group Contract Amount

Cypress Security, LLC Provide security services White Men $7,671,000

Terra/Geopentech Provide design consulting services White Women $1,665,191

Schaaf & Wheeler (SBE) Provide design consulting services White Men $830,349

Panorama Environmental (SBE) Alameda North Bay Farm Island pipeline crossing White Women $606,108

Iwater Provide Inframap licenses White Men $390,000

Swaim Biological, Inc. (L/SBE) Conduct testing White Women $69,155

Davillier-Sloan (L/SBE) Pilot Project Labor Agreement Ethnic Minority Men (Black) $68,500

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ATTACHMENT 2

TOP PRIME GENERAL SERVICES AWARDS FY15 (July 1, 2014 – June 30, 2015)

Prime Firm Project Description Availability Group Contract Amount

Dynamic Systems (SBE) Provide Oracle software Ethnic Minority Men (Hispanic) $972,712

Guerra Bros. Plumbing, Inc. (SBE) Plumbing services Multi-ethnic $138,000

Hamilton Tree Services (SBE) Provide hazardous tree removal White Men $70,000

California Generator Service (L/SBE) FMC generator White Men $65,000

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ATTACHMENT 3

FY15 KEY OUTREACH ACTIVITIES (Bold text indicates District partner support)

Presentations: Staff provided information on how to do business with the District and

upcoming contract opportunities. o San Francisco Minority Business Development Agency (MDBA) - Minority

Business Roundtable Meeting, (July, San Francisco, CA) o American Indian Chamber of Commerce – 2014 Expo: Creating Opportunities

for Growth, Capacity & Sustainability (July, Rancho Mirage, CA) o Asian Inc. & Minority Business Development Center – Bringing Diverse

Procurement to Green Construction Practices Seminar (October, San Francisco, CA)

o Alameda County Public Works Agency & Bay Area Builders Exchange – Building Opportunities for Business (BOB) Contractors Academy Workshop: Pursuing Contracting Opportunities (October, San Leandro, CA)

o Alameda County Public Works Agency’s Building Opportunity for Business (BOB) Contractors – Upcoming Contracting Opportunities 2015 (January, Hayward, CA)

o Bay Area Business Roundtable – Responding to Requests for Quotations/ Proposals (May, Oakland, CA)

Trade Fairs/Conferences: Staff disseminated information on the CE Program, Small

Business incentives and upcoming opportunities. o American Indian Chamber of Commerce – 2014 Expo: Creating Opportunities

for Growth, Capacity, & Sustainability (July, Rancho Mirage, CA) o Bay Area Black Expo – 23rd Annual Expo Mid-Summer Festival at the Plaza

(July, Oakland, CA) o Western Regional Minority Supplier Development Council – 36th Annual

Minority Business Expo (August, Santa Clara, CA) o American Contract Compliance Association’s National Training Institute –

Engaging New Changes Through Education and Compliance (September, San Jose, CA)

o Astra Women in Construction – Connect to Success Networking and Match Matching Event (September, San Ramon, CA)

o Bay Area Business Roundtable – 2nd Annual Bridges to Contract Opportunities Expo (September, Oakland, CA)

o Sacramento Public Agency Consortium – 2014 Regional Connecting Point (November, Sacramento, CA)

o West County Chambers of Commerce - 6th Annual Super Mixer (Business Expo) (January, Richmond, CA)

o Public-Private Partnership - Business Matchmaking: 2015 (February, San Jose, CA)

o Turner Group Construction, Western Regional Minority Supplier Development Council, AEG, and A-Squared - 2015 Contractors & Suppliers Expo (March, Oakland, CA)

o Fremont Chamber of Commerce – b2b Procurement Fair (April, Fremont, CA)

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o Greater Stockton Chamber of Commerce – June 2015 Business Showcase & Tradeshow (June, Stockton, CA)

o Astra Women’s Business Alliance and PG&E - Future Trends Impacting WBEs (Women Business Enterprises: Environment and Cyber Security Workshop and Matchmaking) (June, San Francisco, CA)

Community Events & Public Outreach: Staff attended over 34 events and networked with small businesses and/or community organizations explaining how to do business with the District and providing information on upcoming contract opportunities.

o San Leandro Chamber of Commerce/Hispanic Chamber of Commerce – Kaiser Permanente San Leandro Medical Center Business Mixer (July, San Leandro, CA)

o AC Transit – Construction Opportunities Meeting (July, Oakland, CA) o San Francisco Minority Business Development Agency (MDBA) - Minority

Business Roundtable Meeting, (July, San Francisco, CA) o Congresswoman Barbara Lee – Economic Development Forum (August, Oakland,

CA) San Francisco Water, Power, and Sewer Contractors Assistance Center – Avoiding Bidding Pitfalls (August, San Francisco, CA)

o National Association of Minority Contractors – No. Calif. and Empire Engineering & Construction, Inc. - Open House for new Board Members (September, San Francisco, CA)

o Cypress Mandela Pre-Apprenticeship Training Program/Faith Network – Oakland Unified School District Upcoming Projects (September, Oakland, CA)

o AC Transit – Contractors Outreach Event (September, Newark, CA) o Tradeswomen, Inc. – 35th Anniversary Awards Celebrating Tradeswomen

(September, Oakland, CA) o Asian Inc. & Minority Business Development Center – 43rd Anniversary Gala

and MED Week 2014 Celebration (October, San Francisco, CA) o Oakland African American Chamber of Commerce – Annual Meeting and Awards

Luncheon (October, Oakland, CA) o San Francisco Public Utilities Commission – General Contractors &

Stakeholders Reception ( October, San Francisco, CA) o San Francisco Municipal Transportation Agency – Kick-Off Meeting on

Availability & Utilization Study (October, San Francisco, CA) o Turner Construction – Professional Women’s Group 8th Annual Job Tour

(November, San Francisco, CA) o Hispanic Chamber of Alameda County & Hispanic Engineers, Builders, and

Contractors of California – Small Local Business Recognition (November, Oakland, CA)

o National Forum of Black Public Administrators – Bay Area Achievers Awards Banquet (November, Oakland, CA)

o National Journal – The Next America: The Inclusion Economy Town Hall Meeting (November, San Francisco, CA)

o Minority Business Development Agency (MBDA) – Year in Review and Holiday Mixer (December, San Francisco, CA)

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o Port of Oakland – Contracting 101 with the Port of Oakland (January, Oakland, CA)

o Multi-Cultural Chambers of Commerce (Alameda Counties) - New Year Mixer (January, Oakland, CA)

o Cal Asian Chamber of Commerce – 4th Annual State of Small Businesses (January, San Jose, CA)

o EBMUD Stakeholders meetings on pilot Project Labor Agreement (PLA) - Chabot Dam Seismic Upgrade Project (February, Oakland, CA)

o National Forum for Black Administrators (NFBPA) Oakland/San Francisco Bay Area Chapter - NFBPA Winter Quarterly National Board of Directors Meeting/Welcome Reception (February, Oakland, CA).

o Asian, Inc. – Lunar New Year 2015 Event/Celebration (February, San Francisco, CA)

o California Legislative Judiciary Committee Hearing - Government Contracting in California: Impacts of Proposition 209 (February, Sacramento, CA)

o Powerful Women of the Bay - 6th Annual Awards Luncheon (March, Oakland, CA)

o Women Construction Owners & Executives (California Chapter) – General Membership Meeting (April, Oakland, CA)

o San Francisco Public Utilities Commission (SFPUC) – Contractors Open House for Hetchy System Improvement Program (April, San Ramon, CA)

o Western Regional Minority Supplier Development Council – 37th Annual Excellence in Supplier Diversity Awards Gala (May, San Francisco, CA)

o San Francisco Public Utilities Commission (SFPUC) – 9th Annual Contractors’ Breakfast (May, San Francisco, CA)

o Astra Women’s Business Alliance – Best Practices Supplier Diversity Summit (June, San Ramon, CA).

o BART – General Manager’s Citizen Advisor Appreciation Event (June, Oakland, CA)

o Leadership of the California Legislative – California Small Business Day (June, Sacramento, CA)

ADVERTISEMENTS

o Asian Business League o Asian Enterprise Magazine o Elite SDVOB (Small Disabled Veteran Owned Business) Network o Minority Business Enterprise Magazine o National Association of Minority Contractors

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