Florida Gulf Coast University Business Participation Plan · Title: Florida Gulf Coast University Business Participation Plan Author: Al Batario Created Date: 8/20/2009 1:42:23 PM

Business Participation Plan 2009-2010

Submitted to:

Dr. Wilson Bradshaw, President Office of the President

Florida Gulf Coast University 10501 FGCU Boulevard South

Fort Myers, FL 33965-6565

SUBMITTED BY: RICK PENCE, ASSISTANT DIRECTOR

OFFICE OF PROCUREMENT SERVICES 10501 FGCU BOULEVARD SOUTH

FORT MYERS, FLORIDA 33965-6565

September 4, 2009

TABLE OF CONTENTS

Letter of Transmittal i

Introduction 1

Mission, Vision and Commitment 1

Purchasing Program 2

Outreach and Educational Programs 2 Education 2 Solicitation Advertisement 2 Matchmaker Events 3 Local Community Outreach 3 Upcoming Events 3 Marketing MBE Business to the University 4

Opportunities 4 Fiscal Year 2009-2010 Successes 5

Reporting 5 Annual Participation Plan 5 Quarterly Reports 5 Construction 6 Purchasing Card 6 Second Tier Vendors 6

Chart 1: MBE Business Participation by Category 7

Table 2: MBE Business Dollars Spent by Category 7

FLORIDA GULF COAST UNIVERSITY BUSINESS PARTICIPATION PLAN FISCAL YEAR 2009-2010

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INTRODUCTION

Florida Gulf Coast University (University or FGCU) is committed to keeping diversity in contracting as an important part of the University‟s business strategy. We strive to grow and sustain minority, women-owned, and service-disabled veteran business (Minority Business Enterprises or MBE) participation through University in-reach, community outreach, education and training. MISSION, VISION AND COMMITMENT The University is an equal opportunity institution and promotes procurement participation and contract award with Minority Business Enterprises. In addition, the University believes MBE‟s should have a fair and equal opportunity to compete for dollars spent by the University. The University will use good faith efforts to ensure that MBE„s are aware of procurement and contract opportunities

The University recognizes the value of a diverse supplier base and its impact on the business community and population at large. In recognition of this fact, the University has developed its MBE purchasing program to ensure that it continues to creatively seek new supplier sources to fulfill the business opportunities at the University and that MBE‟s are given the opportunity to compete for these business opportunities. To be successful, we have established the following objectives:

Identify and utilize MBE businesses that provide goods and/or services that are purchased by the University.

Inform University departments, academic units, and prime contractors of MBE businesses with the intent to increase their utilization.

Host and participate in workshops and business developmental meetings intended to enhance business operations and provide procurement opportunities for MBE businesses.

Establish a networking alliance with other organizations committed to promoting equal opportunity business contracting.

Collaborate and cooperate with business development programs for the purpose of promoting the business interests of these groups.


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PURCHASING PROGRAM The University‟s Office of Procurement Services is dedicated to providing professional and efficient acquisitions in support of the activities of the University which include: education, research, and community service through contracting for all commodities and contractual services by maintaining procedures which foster fair and open competition and that inspire public confidence that all contracts are awarded equitably and economically. The University‟s Business Participation Plan is administered through the Office of Procurement Services by the Assistant Director, Rick Pence, who also serves as the Minority Business Enterprise Coordinator. This program is designed to promote fair and open competition to all vendors. The University intends to do this by seeking out MBE vendors, identifying the goods and services they provide, and promoting their availability to the University departments and colleges. The Office of Procurement Services seeks to develop mutually beneficial partnerships with businesses that thoroughly represent the make-up of the communities we serve. OUTREACH AND EDUCATIONAL PROGRAMS The University‟s Procurement Program is watchful for opportunities to promote and encourage businesses to participate in business opportunities with the University. In addition, the University‟s Procurement Program is mindful of making its opportunities available to all vendors in a fair and equitable manner. Education In an effort to educate prospective vendors on the University‟s procurement policies, the MBE Coordinator has created a “How to do Business with FGCU” brochure. This brochure informs prospective vendors of not only policies within the University‟s procurement processes, but also provides vendors with University contacts, links to the University‟s respective websites, procedures, structure and organizational charts within the University, as well as other helpful information. In addition, the brochure has been posted on the procurement services website. Solicitation Advertisement The Office of Procurement Services endeavors to obtain maximum exposure on all procurement opportunities. Procurement Services continues to advertise formal solicitations for contractual services and commodities on the University‟s Procurement Services website, http://www.fgcu.edu/AS/purchasing.com, as well as on the State of Florida (MyFlorida.com) Marketplace Vendor Bid System. These methods allow for the broadest exposure of opportunities to the vendor community. Additionally, all solicitations are reviewed by the MBE Coordinator prior to the initial mailing of solicitation documents. Going forward the MBE Coordinator will provide solicitation documents to both the Office of Supplier Diversity as well as the SBDC for advertisement.

http://www.fgcu.edu/AS/purchasing.com


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Matchmaker Events The University participates in the OSD‟s annual statewide and regional Matchmaker Conferences providing one-on-one counseling sessions with prospective vendors as well as seeking out vendors participating in the conference. An example of this was the opportunity of the University‟s MBE Coordinator to present “How to do business with FGCU” at the Southwest Florida Regional Matchmaker conference this past year. Local Community Outreach The University‟s Procurement Program intends to continue to utilize the resource of Small Business Development Center, located on the campus of FGCU, by combining its efforts in outreach to MBE businesses. Examples of this include mutual participation in local government business trade fairs, seminars, and workshops, and developing outreach programs through networking with minority contractor and business associations, minority purchasing councils, city and county purchasing offices and the local Chambers of Commerce. During the previous year, the MBE Coordinator participated in various local events aimed at educating and promoting local business on procurement opportunities within the University as well as other local entities. Examples of events attended the previous fiscal year include:

Cape Coral Construction Industry Association Meet and Greet

Gulf Coast Association of Governmental Purchasing Officers First Annual Reverse Trade Show

Upcoming Events At the least and budget permitting, The University‟s Procurement Program intends to participate in the following events in the coming year. Please refer to the University‟s Procurement Services website for additional scheduled events. http://www.fgcu.edu/AS/Purchasing/mbe-program.html.

November 18-20, 2009 State of Florida Department of Management Services Office of Supplier Diversity 2009 MatchMaker Conference and Trade Show Rosen Shingle Creek Hotel Orlando, Florida

Date: TBD State of Florida Department of Management Services Office of Supplier Diversity 2010 MatchMaker Regional Conference and Trade Show Fort Myers, Florida

http://www.fgcu.edu/AS/Purchasing/mbe-program.html


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Marketing MBE Businesses to the University The MBE Coordinator conducts activities designed to promote and introduce minority, woman-owned, and service-disabled veteran businesses among departmental end-users and Procurement Coordinators. The MBE Coordinator has posted and maintains a working list of available minority, woman-owned, and service-disabled veteran businesses on the Procurement Services website to inform end-users of their availability. In an effort to gather correct information, the MBE Coordinator has recently established an online vendor information form that will allow vendors to provide and submit their business specific information electronically. This is beneficial in that it not only provides the end-users with the names and contact information, but also with what commodity or service the businesses provide. Additionally, the MBE Coordinator intends to work more closely with the University‟s Facilities Planning department to gain a better understanding of the solicitation process by which construction managers award their subcontract agreements. The hope is that this will create a conduit between the Purchasing Program and construction managers to inform them of the availability of MBE Businesses. OPPORTUNITIES Fiscal year 2009-2010 will see multiple contract opportunities for MBE businesses with the University through various solicitations. At the least, the following solicitations will be facilitated through the Office of Procurement Services:

Custodial Services-Housing

Custodial Services-Main Campus

Event Production Services

Minors Construction

Painting Services

Various Printing Solicitations


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Fiscal Year 2009-2010 Successes Please refer to Table 1, Fiscal Year 2008-2009 Top Ten MBE Businesses by Dollar Spent for Successes. Of the top ten Businesses listed in Table 1; Maddox Construction, Blue Digital, Florida Service Painting, Regenisis, and Chris-Tel are awarded vendors of a University issued solicitation.

Vendor Name Dollars Spent FY 2008-2009 Designation

Maddox Construction Company $482,731 B Blue Digital Resource Inc $162,266 B Software House International Corporation

$146,551 J

Florida Service Painting Inc $133,006 B Regenesis Energy Services Inc $129,733 B Chris-Tel Company of Southwest Florida Inc

$100,698 O

Broadcast Solutions Team Corporation $75,954 I Southeastern Surfaces and Equipment and Associates, Inc

$72,567

M Mythics Inc $66,704 B Instant Impact Lawn & Landscape Inc $65,543 M

Table 1; Top Ten MBE Businesses by Dollars Spent

REPORTING

On a recurrent basis, the MBE Coordinator is responsible for planning and attending respective outreach events and activities, counseling and providing assistance to vendors, and reporting these activities under the program to the President of Florida Gulf Coast University, or his designated representative for review and approval. Annual Participation Plan Through the annual Minority, Women-Owned, and Service-Disabled Veteran Business Participation Plan, the MBE Coordinator is able to establish a plan for the upcoming fiscal year that identifies a means by which the goals of the University are met with regards to diversity in contracting. The utilization quarterly reports are a means to measure the success of the Business Participation Plan set forth. Quarterly Reports The utilization quarterly reports are created through data obtained based on information provided by vendors when they submit with the University‟s vendor application. The vendor information is recorded and transferred to a report which categorically identifies the dollar amount when an acquisition is completed and has been paid.


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Construction The University‟s major construction projects are managed through the Department of Facilities Planning. Additional means which data is obtained include communication between the MBE Coordinator and construction managers awarded these major construction projects at the University. The MBE Coordinator works directly with Facilities Planning as well as the respective construction managers to obtain the amount of money spent with MBE businesses on behalf of the University on these construction projects. The MBE Coordinator will be working this fiscal year to further open communication with the various construction managers to inform them of potential MBE Businesses to subcontract with and assist with providing the MBE businesses with the opportunity to respond to the respective solicitations. Purchasing Card Recently, the MBE Coordinator has devised a reporting mechanism to derive at the dollars spent with the University‟s purchasing card and identify additional data of dollars spent with MBE businesses, where this information was not available before. Second Tier Vendors Lastly, data is gathered through discovery of dollars spent by the University with larger vendors such as Dell, Fisher Scientific and Office Depot, to name a few, on behalf of the University. This information is provided on an as needed basis through communication with these various vendors by the MBE Coordinator.


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UNIVERISTY’S MINORITY PARTICIPATION

Minority Participation by Category per Fiscal Year

Chart 1; MBE Business Participation by Category per Fiscal Year

Fiscal Year 2006-2007



Construction $162,000 $3,640,736 $300,821

Arch and Eng $197,325 $116,056 $228,089

Commodities $597,377 $557,063 $667,248

Services $52,447 $370,673 $572,235

Total per Fiscal Year

$1,009,179 $4,684,528 $1,768,393

Table 2; MBE Business Dollars Spent by Category per Fiscal Year

$0

$500,000

$1,000,000

$1,500,000

$2,000,000

$2,500,000

$3,000,000

$3,500,000

$4,000,000

$4,500,000

$5,000,000 Total MBE 2006-2007

Total MBE 2007-2008

Total MBE 2008-2009

Documents

Florida Gulf Coast University Business Participation Plan · Title: Florida Gulf Coast University Business Participation Plan Author: Al Batario Created Date: 8/20/2009 1:42:23 PM