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METRO Small Business Enterprise Program Fact Book FY17 October 1, 2016 – September 30, 2017

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Page 1: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program

FactBookFY17 October 1, 2016 – September 30, 2017

Page 2: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 1

Table of Contents Small Business Program …………………………………………….………. 3

Small Business Certification Program…………………………….…………. 4

Small Business Compliance Program ………………………………………. 7

Outreach and Business Development Program……………………………. 21

Glossary of Key Terms ……………………………………….……………… 26

Contact Information …………………………………………….……………. 27

Page 3: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO’s Small Business Enterprise Program Fact Book FY2017 METRO is pleased to present a summary of METRO’s small business enterprise (SBE) program and its goals and achievements for fiscal year 2017. As an agency, METRO is committed to diversity in all facets of its operations. One of our signature efforts is METRO’s SBE program. Originated by our Board of Directors, championed by our executives and implemented throughout the agency, METRO strives to utilize small businesses in our procurement and purchasing efforts. Through the Office of Small Business (OSB), METRO works closely with partners throughout the small business community ensuring awareness of procurements, training, and other opportunities. OSB is METRO’s in-house certification agent, providing small business certification, outreach and technical assistance. Below is a summary of where we stand as of the close of FY17 (Oct. 2016 – Sept. 2017):

• 353 firms certified as METRO SBEs • 1,173 SBE certified firms in METRO Small Business Database • METRO exceeded its 35% SB goal by achieving 50% participation • METRO awarded $8.9M to Small and Disadvantaged Businesses

Since 2007, the light rail program has provided opportunities for Small and Disadvantaged Business Enterprises (SBE/DBE). At the close of FY17, 1,198 SBE/DBE subcontracts had been awarded with over $426M paid to the SBE/DBE community. The impact of our efforts has been recognized within the small business community with METRO receiving the following awards in FY2017:

• Houston Minority Supplier Development Council’s Prime Supplier of the Year • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance (WBEA) Advocate of the Year nominee • Greater Houston Business Procurement Forum

o Strategic Partner of the Year o Merit Awards

METRO looks forward to continued successful engagement with the small business community!

Page 4: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 3

Small Business Program

The Metropolitan Transit Authority’s Small Business/Disadvantaged Business Enterprise (SBE/DBE) Program was adopted by the METRO Board in December 2005 and updated in December 2015. The purpose of the program is to provide additional opportunities for small businesses and to promote equal opportunity and fairness in all of its procurement matters in accordance with state and federal laws. By formalizing innovative practices and implementing new procedures, METRO’s Office of Small Business continues to increase small and disadvantaged business participation. METRO established its Office of Small Business (OSB) specifically to promote small business participation in METRO procurement opportunities. The METRO OSB has three primary functions: (1) outreach/technical assistance/training, (2) small business certification, and (3) compliance.

Overview of METRO Small Business Program

METRO operates both a Small Business Enterprise (SBE) and Disadvantaged Business Enterprise (DBE) Program:

• The Small Business Enterprise (SBE) program is Board-established with a 35% annual overall goal for eligible contracts.

• The Disadvantaged Business Enterprise (DBE) program is required of recipients of federal funds by the Federal Transit Administration/Department of Transportation (FTA/DOT).

• METRO’s DBE program follows the regulations of 49 CFR 26, and its DBE goal is calculated pursuant to FTA guidelines every three years.

Goals of METRO’s Office of Small Business:

• Provide full and equal business opportunities.

• Non-discrimination in selection of vendors.

• Use only race and gender-neutral means to ensure full small business participation.

• Provide outreach and technical assistance to small businesses.

Page 5: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 4

Small Business Certification Program

The METRO Office of Small Business is one of three (3) agencies in Harris County that administers a formal Certification Program. METRO’s Small Business Certification is accepted by the Port of Houston, Houston Community College, Houston First, and Fort Bend ISD. Since inception of the Small Business Certification process, METRO has certified 8,416 firms. METRO’s Office of Small Business certification function identifies small businesses that meet the following criteria:

• Must be in business for at least one year

• Must have at least $5,000 in revenue in the last 12 months

• Company’s gross receipts must not exceed SBA industry size standards

• Must provide owner(s) personal net worth statement

• Must provide one year of personal tax returns for each owner o Personal net worth of each owner may not exceed $1,320,000 (excluding

the owner’s primary residence and the value of the business).

• Must provide three (3) years of the firm’s tax returns or at least 1-year business tax return if a new business

How Do I Get Certified?

• Visit www.ridemetro.org and click on “Small Business” under “Business with METRO” at the bottom of the page. Follow the prompts under “Small Business Certification”.

In addition to METRO’s certification, METRO also accepts DBE certifications from the following agencies:

• City of Houston

• City of Austin

• Corpus Christi Regional Transportation Authority

• North Central Texas Certification Agency

• South Central Texas Certification Agency

• Texas Department of Transportation

Page 6: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 5

I’m Certified, What’s Next?

• Register online as a vendor with METRO’s Office of Procurement. o Visit www.ridemetro.org and click on “Procurement & Materials” under

“Business with METRO” at the bottom of the page. Click on “Register a New Account” to begin the vendor registration process.

The Office of Small Business Offers Small Business Certified Firms:

• Workshops through METRO’s Small Business University (SBU)

• Interagency Mentor Protégé Program

• Notification of procurements and targeted outreach to small businesses

• Networking/Meet the Prime and B2B Events

• Post Contract Support o Assistance with prompt payment o Technical assistance

Small Business Certification Program Fast Facts

• Requirements for METRO’s Small Business Certification: o Must be in business at least 1 year o Must have at least $5,000 in revenue in the last 12 months o Owner’s personal net worth cannot exceed $1.32M o Meets Small Business Administration industry size standards

• Department of Transportation (DOT) Disadvantaged Business Enterprises meet requirements for METRO’s Small Business Certification and can be certified as a Small Business by submitting an expedited online application only.

• The Office of Small Business provides online Certification/Re-certification computer training.

• In FY2017, METRO certified 353 firms as METRO Small Business Enterprises

• At the end of FY2017, METRO’s Small Business directory listed 1,173 METRO-certified Small Business Enterprises.

• Of the 1,173 certified Small Business firms, 244 firms (21%) were actively participating on METRO contracts as either a Prime or Subcontractor in FY2017.

Page 7: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 6

METRO Certified Small Business Directory As of the end of FY2017, 1,173 firms were listed as certified METRO Small Businesses and represented the following categories:

0

100

200

300

400

500

600

Construction General Services ProfessionalServices'

S&E (Supplies &Equipment)

255 237

566

115

22% 20%

48%

10%

SBE Database by Industry

0

50

100

150

200

250

300

350

400

450

Asian Black Caucasian Hsipanic NativeAmerican

118

435322 289

9

10%

37%

27%25%

1%

SBE Database By Ethnicity

Male59%

Female41%

SBE Database By Gender

Page 8: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 7

Compliance Program – Small/Disadvantaged

Business Contract Goals, Awards and Payments

METRO’s Office of Small Business monitors and reports four types of goals: (1) Annual Small Business Goals, (2) Contract Small Business Goals, (3) FTA Disadvantaged Business Enterprise Goals, and (4) the METRORail Expansion Disadvantaged Business Enterprise Project Goal.

Fast Facts

Annual Small Business (SBE) Goals: o Established to measure the overall impact of the Small Business Program

(year to year). o METRO Board established an overall 35% small business participation

goal. o Satisfied by the overall participation of Small and Disadvantaged Business

Primes and/or Subcontractors on METRO’s procurements.

Contract Small Business (SBE) Goals: o Established on a contract-by-contract basis prior to issuance of

solicitation. o The Office of Small Business reviews all contracts over $100,000 or DOT-

funded projects for subcontracting opportunities and small business availability.

o May be higher or lower than stated Annual Goal. o The SBE contract goals can be satisfied by the participation of SBE/DBE

Primes and/or Subcontractors. FTA Disadvantaged Business Enterprise (DBE) Goals

o FTA requires a DBE component within the SBE program as METRO is a recipient of DOT funds.

o METRO adopted a race and gender-neutral DBE program. o Applicable to Department of Transportation (DOT) funded contracts only.

o Goal calculation is established by FTA guidelines.

o Tri-annual DBE goals for FY17-FY19 is 17%.

o FTA prohibits local preference on contracts involving federal funds.

(Architect/Engineering Services excluded).

o Reported bi-annually to FTA. METRORail Expansion Disadvantaged Business Enterprise (DBE) Project Goal

o FTA required establishment of project DBE goal for federally-funded lines.

o 6.2% DBE project goal, equivalent to $52M, is based on an analysis of the

contract value for the federally-funded North and Southeast Lines.

o Reported bi-annually to FTA.

Page 9: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 8

FY2017 Small and Disadvantaged Business Contract Awards

Page 10: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 9

FY2017 Small and Disadvantaged Business Contract Awards

METRORail contracts are not included in the following charts (pages 9-15) as they were awarded in prior years and are monitored separately.

Since 2009, $313.1 million was awarded to Small and Disadvantaged Business Primes and Subcontractors on contracts with Small Business goals.

0

10

20

30

40

50

FY14 FY15 FY16 FY17

36 30

48

21

Fiscal Year

No. of Contracts w/Small Business Goals

$-

$10.0

$20.0

$30.0

$40.0

$50.0

$60.0

$70.0

$80.0

FY14 FY15 FY16 FY17

$8.3 $3.2 $7.8 $4.2

$14.3 $25.6

$68.0

$4.7

Total Small/Disadvantaged Business on Contracts w/Small Business Goals

Prime Sub

Page 11: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 10

FY2017 Contracts Awarded with Small Business Goals

Contract Description Contract Amount

Contract Goal

CNG Gas Detection and Alarm Construction for FBOF $840,002.00 16.80%

Bindery Services $56,832.50 17.92%

Financial Advisor $1,095,450.60 22.50%

Central Store Fire Suppression System Rehab $494,895.00 25.00%

Polk BOF Oil/Water Separator Alternative $347,575.00 35.00%

Class 1 Waste Removal $355,396.08 35.00%

Fare Collection Consultant Services $713,361.13 38.00%

Survey Services on an 'As Needed' basis $1,600,000.00 40.00%

Survey Services on an 'As Needed' basis $1,600,000.00 40.00%

Northwest Transit Center Reconfiguration Design Services $4,301,618.06 43.00%

1900 Main Door Rehabilitation $80,718.00 44.00%

Hiram Clarke Chassis Wash Rehabilitation $218,994.00 44.00%

Northwest Oil Water Separator $264,741.00 46.00%

Bus Stop Improvements II $2,936,909.50 64.00%

Product Piping and Waste Treatment Plant Rehabilitation $175,000.00 65.00%

Landscape Services for all Support Facilities & Rail Operating Facilities $351,720.00 65.00%

Landscaping Services for Public Facilities $685,535.00 65.00%

Kashmere BOF Pavement Rehabilitation $110,489.00 68.82%

Hiram Clarke BOF Pavement Rehabilitation $67,154.00 100.00%

Cleaning Services of METRORail Stations and Platforms $199,160.00 100.00%

Survey Services on an 'As Needed' basis $1,600,000.00 100.00%

Page 12: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 11

Small and Disadvantaged Business Contract Awards

Contracts Awarded w/ Small Business Goals - By Industry INDUSTRY FY14 FY15 FY16 FY17 Total

Architectural & Engineering $ 8,940,059 $ 5,318,800 $ 3,500,000 $ 9,101,618 $ 26,860,477

Construction $ 15,317,480 $ 47,648,063 $ 18,634,137 $ 5,536,478 $ 87,136,158

General Services $ 509,037 $ 8,678,431 $ 267,777,689 $ 1,236,415 $ 278,201,572

Professional Services $ 6,463,435 $ 20,700,607 $ 6,015,551 $ 2,221,040 $ 35,400,633

Supplies & Equipment $ - $ - $ 906,362 $ - $ 906,362

Total $ 31,230,011 $ 82,345,901 $ 296,833,738 $ 18,095,551 $ 428,505,201

*Note: FY16 – General Services – METROLift Van Service contract for $115M with 11% Small Business goal and METROLift Minivan Service contract for $141M with a 25% Small Business goal

Architectural & Engineering$9,101,618

50%

Construction$5,536,478

31%

General Services$1,236,415

7%

Professional Services

$2,221,040 12%Supplies &

Equipment$-

0%

Contracts Awarded w/Small Business GoalsIndustry Breakdown

FY2017

Page 13: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 12

SBE/DBE on Contracts Awarded w/Small Business Goals - Ethnicity FY14 FY15 FY16 * FY17 Total

Asian $ 814,854 $ 4,018,930 $ 5,208,308 $ 4,421,142 $ 14,463,235

Black $ 6,140,144 $ 4,364,222 $ 47,440,769 $ 1,259,684 $ 59,204,819

Caucasian $ 10,981,158 $ 10,228,152 $ 8,251,457 $ 2,734,150 $ 32,194,917

Hispanic $ 4,696,157 $ 10,218,221 $ 14,596,986 $ 562,183 $ 30,073,547

Native American $ - $ - $ 289,636 $ - $ 289,636

Total (Prime & Sub) $ 22,632,313 $ 28,829,525 $ 75,787,156 $ 8,977,159 $136,226,153

Asian$4,421,142

49%

Black$1,259,684

14%Caucasian$2,734,150

31%

Hispanic$562,183

6%

Native American$-

0%

SBE/DBE on Contracts Awarded w/Small Business Goals - Ethnic Breakdown

FY2017

Page 14: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 13

SMALL BUSINESS GOAL ACHIEVEMENT

Small and Disadvantaged Primes and Subcontractors on contracts awarded with Small

Business goals compared to 35% annual small business goal.

* Note: FY16 Small Business Goal Achievment reflects the METROLift Van Services contract

for $115M and METROLift Minivan Services contract for $141M, with SB contract goals of 10%

and 24% respectively. Without these contracts FY16 Small Business Goal Achievment would

have been 50%.

73%

35%

26%

50%

0%

10%

20%

30%

40%

50%

60%

70%

80%

FY14 FY15 FY16 FY17

Small Business Goal Achievementon Contracts w/Small Business Goals

SB AnnualGoal 35%

Page 15: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 14

The following represents SBE/DBEs on METRO FY2017 contracts awarded with and without Small Business goals.

$-

$10.0

$20.0

$30.0

$40.0

$50.0

$60.0

$70.0

$80.0

FY14 FY15 FY16 FY17

$22.6 $28.8

$75.8

$8.9

$1.6 $1.5

$1.1

$0.5

Total SBE/DBE on Contract AwardsFY14-FY17 (Millions)

Contracts w/Goals Contracts w/out Goals

Asian Black Caucasian Hispanic Native American

FY14 $814,854 $6,329,938 $11,331,334 $5,768,092 0

FY15 $4,018,930 $4,651,637 $11,012,751 $10,665,268 0

FY16 $5,324,214 $47,588,442 $8,930,370 $14,791,621 $289,636

FY17 $4,421,142 $1,375,050 $2,860,296 $814,253 $0

$0

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$40,000,000

$45,000,000

$50,000,000

Total SBE/DBEs on Contract Awards Ethnic Breakdown

FY14 - FY17

Page 16: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 15

Small and Disadvantaged Business Contract and

Purchase Order Awards

Note: Tracking SBE/DBE participation on Purchase Orders started in FY15

$-

$10.0

$20.0

$30.0

$40.0

$50.0

$60.0

$70.0

$80.0

FY14 FY15 FY16 FY17

$22.6

$28.8

$75.8

$8.9

$1.6 $1.5 $1.1 $0.5

$3.2 $0.4 $0.7

Total SBE/DBE Award in FY14 - FY17 (Millions)

Contracts w/Goals Contracts w/out Goals Purchase Orders

Page 17: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 16

METRORail Expansion Project Small & Disadvantaged Business

Participation

Page 18: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 17

METRORail Expansion Project

The METRORail Expansion Project started in 2007 with Phase 1 - Design. In FY2009

the contracts were awarded for the Phase 2 - Design Build, Facility Provider and

Operations & Maintenance.

• Small and Disadvantaged Business (SBE/DBE) participation:

o Subcontracts were issued to 1,198 SBE/DBEs.

o To date SBE/DBEs have been paid $426,771,193 (29% of the project).

Asian$69,552,442.76

16%

Black$56,521,498.07

13%

Caucasian$146,728,559.42

35%

Hispanic$137,876,290.18

32%

Native American

$11,608,134.00 3%

Other$4,484,269.00

1%

METRORail ExpansionSBE/DBE Payments by Ethnicity

Page 19: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 18

FY2017 Payments to Small & Disadvantaged Business

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METRO Small Business Enterprise Program | Page 19

Payments to Small and Disadvantaged Business

In FY2017 METRO paid $240,257,869 on active contracts with Small Business

participation. This represents contracts with and without Small Business goals, that

were awarded in FY2017 or in previous years and were paid for services performed in

FY2017.

• $38,705,289 (16%) was paid to SBE/DBEs.

o $12,037,125 (31%) to SBE/DBE Primes

o $26,668,164 (69%) to SBE/DBE Subcontractors

$-

$10

$20

$30

$40

$50

$60

$70

$80

FY14 FY15 FY16 FY17

$9 $12 $12 $12

$71

$50

$36 $27

Total SBE/DBE PaymentsFY2014 - FY2017

SBE/DBE Primes SBE/DBE Subcontractors

Page 21: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 20

Asian$3,484,582

9%

Black$11,866,607

31%

Caucasian$14,615,883

38%

Hispanic$8,695,530

22%

Native American$42,687

0%

Unknown$-

0%

SBE/DBE Payments - Ethnic Breakdown

FY2017

Asian Black Caucasian HispanicNative

AmericanUnknown

FY14 $7,479,588 $14,087,074 $35,044,618 $23,000,347 $357,089 $446,196

FY15 $4,239,959 $19,112,513 $24,315,335 $14,741,249 $81,028 $64,303

FY16 $4,815,315 $14,622,003 $16,903,143 $11,597,626 $- $41,900

FY17 $3,484,582 $11,866,607 $14,615,883 $8,695,530 $42,687 $-

$-

$5,000,000

$10,000,000

$15,000,000

$20,000,000

$25,000,000

$30,000,000

$35,000,000

$40,000,000

SBE/DBE Payments - Ethnic BreakdownFY2014- FY2017

Page 22: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 21

FY2017 Outreach, Training and

Business Development

Page 23: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 22

FY2017 Outreach, Community Support/Partnership and Recognitions

In FY2017 the Office of Small Business collaborated with various partners and

advocacy groups to address specific needs of the small business community through

training, development and recruitment for METRO procurement opportunities.

Procurement Events/Workshops

• Asian Chamber of Commerce

• Camara de Empresarios Latinos

• Capital One Getting Down to Business

• City of Houston's Meet the Buyer Purchasing Forum

• City of Houston’s Public Works “Contracts In Five”

• Greater Houston Black Chamber

• Greater Houston Business Procurement Forum

• Greater Houston Partnership

• Harvey Disaster Recovery Contracting Town Hall Meeting

• Houston Airport System Office of Business Opportunity

• Houston Community College – Business Symposium “The Aftermath of Harvey”

• Houston East End Chamber

• Houston First Corporation

• Houston Hispanic Chamber of Commerce EXPO

• Houston Metropolitan Chamber of Commerce Harvey Recovery Update

• Houston Minority Supplier Development Council Disaster Recovery Summit

• Houston Minority Supplier Development Council EXPO

• Indo-American Chamber of Commerce of Greater Houston

• Minority Business Development Agency (MBDA)

• Minority Enterprise Development Week

• National Association of Minority Contractors

• National Association of Women in Construction

• National Contract Management Association (NASA JSC)

• University of Houston Small Business Development Center

• SCORE

• Southeast Texas Association of Public Purchasing (SETAPP) Local Chapter

• U.S. Small Business Administration Matchmaking

• Women's Business Enterprise Alliance Annual EXPO

• Women Contractors Association (WCA) Recognitions

• Greater Houston Business Procurement Forum Merit Awards – Shurronda Murray and Alexander Sandoval

• Greater Houston Business Procurement Forum Strategic Partner of the Year

• Houston Minority Supplier Development Council’s Prime Supplier of the Year

• The Houston Minority Enterprise Development Week Small Business Recognition

• Women’s Business Enterprise Alliance (WBEA) Nominee for Advocate of the Year – Shurronda Murray

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METRO Small Business Enterprise Program | Page 23

Partnerships

• Contractors College Initiative

• Federal Reserve Bank

• Fort Bend ISD

• Houston Minority Supplier Development Council - Construction Industry Group

• Houston Minority Supplier Development Council - Supplier Diversity Advisory Council (SDAC)

• Interagency Mentor Protégé Program- Planning and Implementation with City of Houston, Port Houston, HISD, HCC and Houston First

• Procurement Technical Assistance Center (P-TAC)

• SCORE

• University of Houston Small Business Development Center

• Women’s Business Enterprise Alliance- Corporate Advisory Committee

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METRO Small Business Enterprise Program | Page 24

METRO Small Business University (SBU)

METRO’s Office of Small Business developed its own in-house training program - the

Small Business University (SBU). This program is designed to help Small and

Disadvantaged Businesses in obtaining METRO contracts. METRO’s SBU also trains

internal staff on mandated Small and Disadvantaged Business requirements.

METRO’s Office of Small Business recognizes that its outreach programs must

continually evolve to meet the needs of the Small and Disadvantaged Business

Community. The following training/workshops and forums were added to enhance the

abilities of the SBE/DBEs and prepare them for greater opportunities in obtaining

METRO contracts.

METRO’s SBU offered the following programs in FY2017:

• How To Do Business with METRO

• How To Price Your Proposal

• Understanding METRO’s Information Technology (IT) Process

• Small Business Technical Proposal Preparation

• METRO’s “Meet The Buyers!”

• Bonding & Insurance Workshop

• METRO Small Purchases (PO’s)

• Davis Bacon (Department of Labor) & LCP Tracker Training

• Everything You Need To Know About A METRO Contract But Were Afraid To

Ask!

• Building A Business Plan and Getting It Funded!

• Accessing Capital

• Hands on Certification/Recertification Training Workshops (Quarterly)

• OSHA 30 Training

• Learn How To Do Business with METRO’s Facilities Maintenance Department

• Learn How To Do Business with METRO’s Human Resources (HR) &

Engineering Departments

• Come Hear From Agencies Who Accept METRO’s Certification

• Come Hear From Our Partners (SCORE, P-TAC, SBA, Greater Houston

Procurement Forum)

• I’m Certified, What’s Next?

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METRO Small Business Enterprise Program | Page 25

METRO SBE Business Assessment METRO Office of Small Business provided SBE Business Assessment to 21 firms during FY2017. This Assessment provides METRO with critical information to help craft recommendations for assisting firms to effectively compete in the procurement process.

Datamatix, Inc.

Dominion HR Consulting LLC.

DeAngelo Rail Services LLC.

AC Engineered Systems, Inc.

Perrijenterprises

Simon Printing Company

DBT Environmental Services EHS

CEE, LLC.

Texan Landscaping & Management

Secure Networkers LLC.

Heneco Engineering and Consulting

Treats by TYGR

Dominion Engineering Management Services

DBT Environmental Services EHS

Gutier LLC.

Texan Walls & Floors LLC.

D. H. Tire, Inc.

Atlantic Petroleum

Atwell, LLC

The Proverbs Group, LLC.

AMSYS Innovative Solutions

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METRO Small Business Enterprise Program | Page 26

Glossary of Key Terms

• 13 Neighboring Counties: Austin, Brazoria, Chambers, Colorado, Fort Bend, Galveston, Harris, Liberty, Matagorda, Montgomery, Walker, Waller and Wharton.

• Annual Goal – 35% of overall small and disadvantaged yearly participation on contracts with Small Business contract goals.

• Disadvantaged Business Enterprise (DBE) – Owned by African Americans, Hispanics, Native Americans, Asian-Pacific and Subcontinent Asian Americans, Caucasians with disabilities and women, whose personal net worth does not exceed $1.32M and meets Small Business Administration Industry Size Standards.

• Disadvantaged Business Enterprise Goal – Calculation is established by FTA guidelines and is applicable to Department of Transportation (DOT) funded contracts only.

• Small Business Enterprise (SBE) – A firm, regardless of race or gender, whose personal net worth does not exceed $1.32M and meets Small Business Administration Industry Size Standards.

• Small Business/Disadvantaged Business Enterprises (SBE/DBE) – Certified as Small Business and/or Disadvantaged Business

• Small Business Contract Goal – A subcontracting goal that is contract-specific based on the scope of work and the availability of small businesses to perform the job. The goal can be satisfied using Small Businesses, Disadvantaged Business Enterprises or a combination of Small and Disadvantage Business subcontractors.

o METRO accepts Disadvantaged Business Enterprise certification from: ▪ City of Houston - DBE ▪ City of Austin - DBE ▪ Corpus Christi Regional Transportation Authority - DBE ▪ North Central Texas Regional Certification Agency - DBE ▪ South Central Texas Regional Certification Agency - DBE ▪ Texas Department of Transportation (DOT) approved DBE

Certification

Page 28: METRO Small Business Enterprise Program ... - Houston, Texas · • Houston Minority Enterprise Development Week Small Business Recognition • Women’s Business Enterprise Alliance

METRO Small Business Enterprise Program | Page 27

Contact Information METRO Office of Small Business Main Number 713-739-4844 Karen Hudson Deputy Chief Procurement Officer 713-739-6048 [email protected] Shurronda Murray External Relations Officer 713-739-4845 [email protected] Monique Pettaway Small Business Certification Specialist 713-739-6032 [email protected] Kamesha Guidry Small Business Compliance Specialist 713-739-4688 [email protected] Ana Cortez Small Business Compliance Specialist 713-615-6738 [email protected] Jorge “Alex” Sandoval Business Development and Assistance Officer 713-739-4070 [email protected] William Garcia Small Business Coordinator 713-615-7066 [email protected]