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SANDAG Bench Programs Creating Partnerships between Large and Small Firms

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SANDAG Bench ProgramsCreating Partnerships between

Large and Small Firms

Presenters

ELAINE RICHARDSONManager, Small Business Development

SANDAG

RICHARD CHAVEZPrincipal Project Manager

SANDAG

Diversity in Small Contractor Opportunities (DISCO) Program

• The DISCO Program is an umbrella program that provides SANDAG contracting opportunities to Disadvantaged Business Enterprise (DBE) and Small Business (SB) firms.

• Under DISCO, there are multiple areas that we focus on which include the:

• DBE and SB Program

• Bench Programs

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DISCO Program

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What is the SANDAG Bench Program?

• A pool of certified DBE and SB firms for Primes to identify subconsultants willing and able to provide professional services on SANDAG Contracts and Task Orders.

• Developed to fulfill our commitment of creating more opportunities for DBE and SB firms.

• SANDAG has three (3) Bench Programs:

• Architecture and Engineering (A&E) Bench

• Construction Management (CM) Bench

• Planning Bench

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Background & History

• In 2011, SANDAG was preparing to execute 15 On-Call Contracts for A&E Services valued at $260 million.

• SANDAG was searching for a way to include more participation from small and disadvantaged firms.

• This led to the development and implementation of the A&E Bench Program to assist certified small and disadvantaged businesses to participate on SANDAG projects.

• Main goal is to help firms foster business partnerships with Prime Consultants so they can grow their emerging businesses.

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Bench Program Qualifications

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Architecture & Engineering (A&E)

• Open to all firms providing architecture, engineering and related services

• Able to provide one or more of the 44 identified services

• Certified as a DBE and/or SB firm

Construction Management (CM)

• Open to all firms providing construction management and related services

• Able to provide one or more of the 25 identified services

• Certified as a DBE and/or SB firm

Planning

• Open to all firms providing planning and related services

• Able to provide one or more of the 13 identified services

• Certified as a DBE and/or SB firm

Bench Program Required Certifications

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Small Business (SB) Certificate

Disadvantaged Business

Enterprise (DBE) Certificate

Bench Application Criteria

• SANDAG reviews the following consultant information for each Bench Application:

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Bench Certifications/

Services

Gross Receipts for 3 Years

Project Size and

Competition Range

Clients and

References

Key StaffCapabilities Statement

DBE and/or SB Certifications

Reporting

• SANDAG develops quarterly reports on the status of each Bench Program contract series.

• These reports focus on the executed task orders and the Prime’s DBE and SB commitments.

• Each report focuses on the following metrics:

➢Amount committed to DBE and SB firms

➢Amount committed to firms based on gender and minority status

➢Number of Bench firms utilized

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Quarterly Reports

Monitoring Practices

• To ensure the success of the Bench Program, SANDAG performs the following monitoring practices:

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Annual meetings with Prime firms to discuss Bench

utilization

Reviewing contract information on the SANDAG Compliance

Information System (CIS)

Evaluating Bench firm information to ensure program criteria is met

Bench Statistics

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Statistics A&E CM

Total Number of

Bench Firms317 194

Number of firms with

DBE certification220 69% 144 74%

Number of firms with

SB certification*97 31% 50 26%

*Only SB certification

A&E Bench Results

• The A&E Bench focuses on providing consultant services for transportation infrastructure projects in San Diego County.

• We are tracking DBE+SB participation on two (2) A&E contract series.

• Below are the results for the previous A&E On-Call Contracts through December 2018:

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Total Executed Task Order Value $305,693,226

DBE+SB Commitment $50,436,733 16.5%

DBE Commitment $24,915,510 8.2%

Number of Bench Firms Used 103

A&E Bench Results (Continued)

• Below are the results of the recently executed A&E On-Call Contracts through December 2018:

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Total Executed Task Order Value $84,371,516

DBE+SB Commitment $14,458,507 17.1%

DBE Commitment $8,083,945 9.6%

Number of Bench Firms Used 38

CM Bench Results

• The CM Bench was created to support transportation projects that include heavy rail, light rail, bus rapid transit, freeways, highways, toll roads, local streets and roads, bikeways, and walkways.

• Below are the results for the CM contract series through December 2018:

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Total Executed Task Order Value $128,741,845

DBE+SB Commitment $34,666,043 26.9%

DBE Commitment $28,197,461 21.9%

Number of Bench Firms Used 20

Planning Bench

• At the beginning of this year, SANDAG developed a new Planning Bench.

• SANDAG is preparing to execute 12 On-Call Planning Contracts valued at over $40 million.

• To be qualified for the Planning Bench, a firm must provide one or more of the following 13 service qualification categories:

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• Service Planning• Complete Streets• Active Transportation• Facility Planning• Transportation Demand

Management (TDM)• Smart Growth• Air Quality

• Regional Plan/Corridor

Development• Partnership Collaboration• Finance• Market Research and

Survey• Goods Movement• Emerging Technologies

A&E Bench Program: Before and After

THE GROWTH OF EMERGING SMALL AND DISADVANTAGED BUSINESSES AT SANDAG

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Before & After General Information

• The following slides will depict a comparison between the following:

• Data Before Bench (No Program Implementation)

• Data After Bench (Program Implemented)

• This information is intended to show how implementing a Bench Program

may increase the utilization of DBE and SB firms participating in SANDAG On-

Call Contracts.

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DBE/SB Firms Statistics

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310% SB FIRMS

UTILIZATION INCREASE

420% DBE FIRMS

UTILIZATION INCREASE

2008 – 2015 2012 - 2019

Gender Statistics

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0 5 10 15 20 25 30 35 40 45

5000900 Series (Before Bench)

5001900 Series (After Bench)

8

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Utilization of Women-Owned Firms

Before vs. After Bench

413%

UTILIZATION INCREASE FOR

WOMEN-OWNED FIRMS

2008 – 2015

2012 - 2019

Ethnicity Statistics

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0

7

0

6

2

8

16

1

13

10

African American Hispanic American Native American Asian-Pacific

American

Subcontinent Asian

American

Utilization of Minority-Owned Firms

Before vs. After Bench5000900 (Before Bench) 5001900 (After Bench)

800%

increase

129%

increase

100%

increase

117%

increase

400%

increase

2012 - 20192008 – 2015

Bench Program: Success Stories

BENCH OPPORTUNITIES

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Bench Success: Project Manager

• Thought Process• How do we increase DBE and SB firm

participation on SANDAG A&E On-Call Contracts?

• How do we make DBE and SB firms more accessible to Primes?

• SANDAG Approach• Have potential Bench firms apply to program

• Verify the firm’s information is accurate

• Develop a list of DBE and SB firms that are readily available to work on projects

• Allow Primes to access list to make their teams for task orders

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Bench Success: Prime Perspective

• TY Lin International • A&E On-Call Prime firm with SANDAG

• Committed over $2.6M to DBE & SB firms

• Exceeded their DBE goals on their task orders

• Professional relationships with 10 SANDAG Bench firms

• How the Bench has positively impacted Primes:

• Having a ready supply of firms available when an assignment comes up

• Access to a database of firms in the industry who are interested in transportation in the San Diego Region

• Increased networking opportunities for all businesses

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Bench Success: Small Prime Perspective

• Quality Infrastructure Corporation • Local transportation planning and design services firm

• Established in 2012

• SB and SANDAG Bench Firm certified

• SANDAG A&E Bench Success:

• Grew from 1 to 10 staff employees

• In 2012 gained an A&E On-Call Contract worth $3M

• Committed over $680K to 9 Bench firms

• In 2017 obtained another A&E On-Call Contract worth $4M

• Currently, has committed over $1.6M to 12 Bench firms

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Mid-Coast Corridor Transit Project

Overview

• Eleven (11) mile trolley extension from Downtown San Diego to La Jolla

• Construction Manager/General Contractor (CM/GC) type project.

• DBE Subcontracting Plan used to help manage and monitor DBE & SB utilization.

• Approximately $150 - $200 million in DBE & SB participation.

• Prime: How do we meet the 11.3% DBE goal on this mega project?

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11.3% DBE Goal

Construction

Mid-Coast Construction Bench

To provide enrolled DBE and SB firms with preferential subcontract opportunities.

• Mirrors the SANDAG Bench Program requirements including the following:

• A current California Department of Industrial Relations number

• Quality Safety Records

• A California Contractor’s License

• Applicable NAICS codes

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PURPOSE

Mid-Coast Construction Bench Success

Leinaia’s Transportation

• DBE/SB certified trucking firm

• Attended networking events hosted by SANDAG and

MCTC

• Mid-Coast Construction Bench Success:

• Secured initial $500K contract that has grown to

more than $4M

• Works on multiple supplements and contract value

is over $6M

• Expanded firm’s capacity from 1 to 11 total trucks

• Recent Successes:

• Gained another contract with CPUC for $7.4M 28

Any Questions?

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