DEVAL L. PATRICK
TIMOTHY P. MURRAY
STATE PURCHASING AGENT
REGINALD A. NUNNALLY
In this issue:
• Supplier Diversity Office
• Client Spotlight
• DBE SS Program
• Partner Spotlight
• "Get Connected: Access
• SDP Success Story!
• Boston Branch of the
YMCA Achievers Program
• September 2010 Activity
• BID Opportunities
• Upcoming Events
Supplier Diversity Office (SDO) Focus
Executive Order 524
Governor Patrick signs historic Executive Order 524, at the Institute for a New Economy's Supplier Diversity Best Practices Forum on Thursday, September 16, 2010.
Executive Order 524 expands the role and responsibility of the Massachusetts Supplier Diversity Office
(formerly SOMWBA) establishing a new policy for the Commonwealth to promote equity of opportunity in state contracting; and, encourage
full participation of minority and women owned businesses in all areas of state contracting, including contracts for construction,
design, goods and services. The event also included presentations from the Supplier Diversity Program Managers for UPS, IBM, Liberty Mutual and Partner's Health Care.
The following are the highlights of the newly created Supplier Diversity Program (SDP) within the Massachusetts
Supplier Diversity Office.
Supplier Diversity Program
The Supplier Diversity Program (SDP) is a program within the Supplier Diversity Office (SDO) of OSD for the purpose of meeting the above
mentioned goals, Although subject to the approval and direction of the State Purchasing Agent, all executive offices, agencies, departments,
boards and commissions of the Commonwealth are directed by the Governor to implement the Supplier Diversity Program to include and reflect
narrowly tailored race and gender conscious goals, which pursue equality in public procurement and contracting between minority owned
businesses and/or women owned businesses entities in the Commonwealth of Massachusetts.
The Goals for MBE and WBE participation in state funded contracts will be based upon the broadest and most inclusive pool of available MBEs
and WBEs capable of performing the contracts and interested in doing business with the Commonwealth in the areas of construction, design,
goods and services. The Supplier Diversity Office (SDO), recently created as a result of the consolidation of the State Office of Minority
and Women Business Assistance (formerly known as SOMWBA), and the Affirmative Market Program (formerly known as AMP) shall maintain a current
directory of certified MBEs and WBEs which will serve as one source of information in determining the pool of available MBEs and WBEs. Goals
shall be established by the State Purchasing Agent, in consultation with the Secretary of Administration and Finance, and shall be expressed
as overall annual program goals, applicable to the total dollar amount of an Agency’s contracts awarded during the fiscal year for each of
the Agency’s types of contracts.
The State Purchasing Agent, will develop a procedure by which Agencies may, for an individual contract, adjust the goals for MBE and WBE
participation based upon the results of a disparity study, which will include an analysis of the actual availability and utilization of
minority- and/or women-owned businesses, documented evidence of racial and/or gender discrimination that created the disparity, a narrowly
tailored plan aimed at addressing the discrimination, geographic location, the contractual scope of work, and other relevant factors.
Recognizing the importance of joint ventures and partnerships involving MBEs and WBEs in increasing the participation of MBEs and WBEs in
state contracting, the State Purchasing Agent will develop guidelines and procedures for Agencies to follow in contracting with such entities.
These guidelines and procedures will seek to encourage the development of joint ventures and partnerships for the purpose of contracting with
the Commonwealth. In addition these guidelines will be developed in consultation with the Secretary of Administration and Finance.
SDO, (formerly SOMWBA) is the designated state office responsible for providing a capacity development program to MBEs and WBEs. The capacity
development program will include technical assistance, training, outreach and mentoring to the minority- and women-owned business community
and shall include, the following core areas of business development: strategic planning, financial management planning, human resource
management and planning, information technology access and management, and marketing. SDO will also work closely with agencies within the
Executive Office for Housing and Economic Development, to coordinate and expand such efforts within the MBE and WBE community.
Supplier Diversity Office Advisory Board
The Executive Director of SDO, with the approval of the State Purchasing Agent, will make recommendations to the Secretary of Administration
and Finance, who will appoint an SDO Advisory Board, not to exceed 20 members, which will assist the SDO in the implementation of this program.
In addition, the Advisory Board will be responsible for ensuring that the mission of the SDP, which is to promote the award of state contracts
in a manner that develops and strengthens certified MBEs and WBEs, is carried out in a responsible manner and for assisting the Executive
Director in the development, implementation and promotion of this program.
Members may serve a maximum of three full two-year terms. Current members of the Affirmative Market Program (AMP) Business Advisory Board,
may remain in their current capacity for a period not to exceed one year from the effective date of Executive Order 524.
The Executive Director of the SDO will encourage independent authorities, public institutions of higher education, elected officials,
constitutional officers, the legislature and judiciary encouraged to adopt MBE and WBE policies and programs consistent with this Executive
Order. This is yet one more step forward in the Governors promise of Access and Opportunity for minority and women owned businesses.
Craven & Ober Policy Strategists, LLC: celebrated their tenth anniversary as a state based, women owned government relations and issues management
firm in September 2010. Craven & Ober Policy Strategists has been SDO certified for a couple of years.
As women lobbyists, Craven & Ober Policy Strategists, LLC bring a unique, tailored and successful style to meet their clients' needs. Their
integrity in politics and policy is recognized by clients and lawmakers alike. Some of their successful endeavors have impacted the lives of
many citizens of the Commonwealth. For instance, on behalf of the American Heart Association, the firm passed legislation and secured funding
which provided for new Automatic External Defibrillators (AEDs) for first responders in every city in the state. These devices are used to save
the life of a person suffering from a potentially fatal heart arrhythmia. Likewise, the firm represents the professional trade association of
businesses whose specialty is fire warning and security systems avoiding onerous new laws and regulations which would have left them unable to
compete in the 21st Century electronic systems market. Businesses don't need to be hamstrung by over-regulation. Craven & Ober Policy Strategists
successfully worked with Fresenius Medical Care of North America dialysis clinics to change legislative text and allow nephrologists to continue
to care for patients without any legal worry of violating conflict of interest laws. Other clients have included: BJ's Wholesale Club, GE
Transportation, Wolf & Co, PC, and the Doug Flutie Jr. Foundation for Autism, Inc.
Gloria Craven and Stacey Ober are the founding members of the firm. With more than thirty years collectively in the government relations realm,
they offer their clients an assuredness that their issues will be effectively advanced to accomplish their mission, grow their businesses and
enhance their success.
Disadvantaged Business Enterprise Supportive Services (DBE SS) Program
The DBE SS Program is an initiative funded through the U.S. Department of Transportation Federal Highway Administration and administered through
the Massachusetts Department of Transportation (MassDOT). The Program aims to increase the participation of certified Disadvantage Business
Enterprises that have the resources, finances, management and technical skills necessary to compete successfully for and perform on, federally
assisted highway and bridge projects. To reach these goals, MassDOT has enlisted the SDO to create and implement the multi-phase instructional
and goal driven module that is the DBE SS Program.
The first year of the DBE SS program was completed June of 2010 and SDO is proud to announce we have secured new funding to continue the program
for the 2010 - 2011 season. The recruiting process has begun to fill the 15 spots for businesses that will be included in the "Business Tract"
portion of the program. In addition to the "business tract" there will also be multiple "Get Connected" Events beginning in September which will
include; access to capital, access to bonding, how to do business with MassDOT, and more. These events will be open to all interested in working
on federally funded highway projects. SDO will provide other technical assistance programs for those not in the business tract as well.
Brian Ross and the DBE SS team are also moving towards the creation of a DBE SS Advisory Board as well as the "Opportunity Database". The advisory
board will meet quarterly in order to monitor the development of the program as well as offer assistance to overcome obstacles facing DBE's working
on Federally Funded Highway Construction Projects. The "Opportunity Database" will allow prime contractors and DBE sub-contractors to connect via
a database. The database will include information regarding specific work performed by sub-contractors in order to fill the needs of prime
contractors. The database will also include information specific to the needs of prime contractors and what type of work they would need to
complete the project. This will allow for both the subs and primes to develop new lasting relationships in order to fulfill the goals of the
If you are a DBE currently working on or interested in participating in federally funded highway/transportation related projects please contact
Brian Ross at 617-973-8574 or email for information on becoming a participant in
the 2010/2011 DBE SS Program.
M.S. Peltier Insurance Services, LLC
Michael Peltier is the Owner and Manager Member of M.S. Peltier Insurance, LLC. MSPIS, provides Property & Casualty Insurance and Risk Management
Services to a wide range of industries to include construction, real estate, transportation and social services. Our goal is to identify and
analyze all of the risks and exposures that a company may face in order to protect their bottom line. These services, coupled with the
implementation of the right risk financing technique and insurance products, separate us from the competition. We do so much more than just quote
Our experience and expertise allows us to service the insurance and risk management needs of our clients. In addition, our strong market relationships
and networking provide us the ability to offer our clients the right competitive and comprehensive insurance coverages available within the marketplace.
Michael got his start in the insurance industry as a Risk Manager of a large international technology company. As time passed and the technology bubble
burst in the late 1990's, he realized that insurance was his calling. Over the next 10 years Michael worked for a number of national insurance brokerage
firms. In 2009 he started M.S. Peltier Insurance Services because he realized that customers were being under serviced by their agents. Michael tries
to treat each customer the way they want to be treated, with honesty and respect. Working by those principles Michael is able to foster relationships
that go far beyond the price of their premium. He thinks of himself as a "trusted advisor", not just an insurance broker. Because of this, Michael has
been invited to participate as a board member for the DBE Supportive Services Advisory Board.
"Get Connected: Access to Fundraising"
The Supplier Diversity Office presents a series of events dedicated to support certified non-profits Presented by Rita Fuerst Adams.
Rita Fuerst Adams:
Rita started Charitable and Philanthropic Management Counsel in 1997. She has more than twenty-five years experience in not-for-profit
management, organizational development, and fundraising.
Rita has served charitable and philanthropic organizations in a variety of fields in Canada and the United States. She specializes in
new and emerging not-for-profit organizations and in establishing fundraising programs.
Since founding Charitable and Philanthropic Management Counsel, Rita has worked with volunteers to start new charitable and philanthropic
organizations, volunteers and staffs of established organizations to start development programs, and experienced fundraising volunteers
and staff to revitalize existing development programs and structure and direct campaigns.
Rita is the author of several articles and the editor of a book on fundraising regulations and laws. She has chaired the Government
Relations Committee of the Association of Fundraising Professional, Massachusetts Chapter and served on its Board. Rita holds an MBA
from Capital University and a BS in Journalism from Ohio University.
Rita has partnered with SDO in order to provide a "Get Connected" series of workshops geared towards the development of certified
non-profits. These workshops will address organizational needs and include the topics, fundraising strategy, how to effectively ask for
a gift, and why your organization should start a planned gift program. These workshops will be invaluable during the current economic
Rita Fuerst Adams, CFRE, President
Charitable and Philanthropic Management Counsel
257 Bolton Street
South Boston, Massachusetts 02127-1303
Asking for the Gift: How to Ask for the Gift and How to Teach Your Volunteers to Ask for the Gift|
Learn how to ask for the gift. Learn how to teach your volunteers to ask for the gift. Unleash the greatest asset your
organization has - dedicated volunteers.
October 18, 2010 9:00 A.M.
10 Park Plaza
Boston, MA 02116
Planned Giving: Why Your Organization Should Start a Program Now
Explore what you will need in resources and staff and volunteer time to start asking your contributors to include you in
their estate plans and in other forms of planned gifts. And, learn about forms of planned giving that could result in
current gifts for your organization.
November 15, 2010 9:00 A.M.
10 Park Plaza
Boston, MA 02116
Supplier Diversity Program Success Story!
Win-Win for SDO-certified Vendor and SDP Purchasers
Razz-m-Tazz Promotions, LLC is a SDO WBE and a DBE vendor. Razz-m-Tazz is currently involved with two statewide contracts: PRF36 Promotional
Incentives and CLT06 Clothing, Uniforms, Hygienic, and Related Products.
Many doors have been opened to my small business through SDO-certification. The Supplier Diversity Program staff has been there to answer
my every question and to guide me through the process. I can further serve our customers through our associations with other SDO-certified
Through the Supplier Diversity Program, Razz-m-Tazz was able to supply clothing and promotional products to several state agencies including
DOT, DYS and DOC.
Recently, I had the opportunity of participating in the “Meet the Vendor” series at a SDP Officer’s Meeting. It was a win-win situation.
Not only do the state agencies get to learn more about how SDP can work for them and those they serve, but vendors such as Razz-m-Tazz were
able to demonstrate how small businesses can provide excellent products and services and make it easy for agencies, companies, and institutions to fulfill SDP obligations.
For further information contact Razz-m-Tazz at 978-874-0502 or visit our web site at www.razz-m-tazz.com.
Did you hear… the recession has been over for a year and a half? Not likely, from this small business owner's point of view. Many small
businesses are struggling to get through these tough economic times and we must come up with strategies to help us prosper and grow.
Networking is an important way to help your business as consumers are much more selective as to where they will spend their dollars.
As a WBE, Ryan's Florist has built a great network through attending and sponsoring events for the Supplier Diversity Program (SDP).
The SDP can help with information for SOMWBA certification, navigating the state procurement system (Comm-Pass), and taking advantage of
the SDP Business Advisory Board's mentoring program. You will reap the most benefits from your certification if you participate in training
and stay involved with events.
Here are some other tips to help a small retail business focus on honing their productivity:
- Review detailed sales figures to determine key segments to go after based on sales volume and profitability.
- For each of the sales segments identified above prepare a list of marketing steps to generate more business; this is likely
to be a list of contacts that you would go after and a timeframe for each.
- Develop a sales pitch that in a few sentences describes the benefits of doing business with you and the advantages over
competition. Also, prepare a book of pictures to demonstrate the quality of your work.
- Make an appointment with yourself at the same specific hour each week for marketing and promotional activities.
- Appeal to "Net-Geners" and web-surfers. Expand your internet presence to appeal to the Net Generation. They have been
raised with the internet and you need to build your internet presence to attract cyber-business. Websites, LinkedIn, Facebook,
Twitter, and Youtube are all platforms for you to showcase your talents and advertise your products.
Being a WBE has enabled me to build a strong professional network by bringing me in contact with some very lucrative clients. I have also
made some good friends within this network. It is important for M/WBEs to support each other, especially during tough times. This can bring
out the best in us and enrich all of our communities.
346 Mass Ave
Arlington, MA 0274
Boston Branch of the YMCA Achievers Program
The Boston branch of the YMCA Achievers program started in 1975. The program has worked to provide young people with access to resources
and information that will give them the skills to get into and succeed in college. It is with this in mind that we seek to create a college bound
culture through each of our College Path youth programs. Through four distinct programs, our Annual College and Career Fair, Y achieve seminars
College Path and the Young Achievers Summer Institute. The YMCA Achievers link our partners in business and industry, employers who have been recognized
as YMCA Achievers and youth in an effort to develop the educational, career and leadership potential of young people. This partnership allows youth to
explore their interests, develop skills and broaden their access to information and resources so that they can shape their own goals.
Each Summer we organize our Young Achievers Summer Institute for students entering grades 8th, 9th and 10th . They are introduced to various careers in
the arts, government and health and get a sneak peak at college life through field trips, speakers, workshops and activities on the campuses of area
Colleges and Universities. The institute offers several sessions over the summer. In each session, students will gain knowledge that will help them shape
their own career paths and college aspirations. Students will develop leadership and networking skills through fun, interactive and hands on activities.
This summer we were able to offer a week long session called Money Matters: careers in business, banking and finance. In this session our teens were introduced
to careers in business and banking by introducing them to different professionals and people who have also opened their own businesses. Teens also learned the
importance of saving money and investing in their futures. Mr. Nunnally, Executive Director of the Massachusetts Diversity Supplier Office was a featured guest
speaker. He offered his advice on insuring access to opportunity by staying in school, working hard to achieve and properly for the future.
SDO September 2010 Activity for State and Federal
Newly Certified Businesses
Reminder letters are sent out 30 days prior to the company's certification expiration date. These letters detail the documentation the company is required to submit to remain in good standing. Certifications are renewed according to the following schedules:
• MBE, WBE, MBE/WBE & NPO'S - Every 2 years -(Biennial renewal)
• DBE - Every year(Annual Review)
State certified businesses will be contacted when their files are going to be reviewed for a 6 year substantive review.
PUBLIC FACILITIES DEPARTMENT (PFD) Request for Qualifications (RFQ)
We strongly encourage you to go to www.comm-pass.com to learn about other bid opportunities throughout the Commonwealth.
ADVERTISEMENT CITY OF BOSTON
Project Title: Central Maintenance Truck Wash
Project #: 6972
Project Location: 400 Frontage Road
Boston, MA 02118
For information specific to this particular RFQ, please
contact PFD's Bid Counter at 617-635-4809
Supplier Diversity Office (SDO)Pre-Certification Workshop
The SDO requires all interested businesses to attend this session in order to apply for certification as a Minority, Women, or Disadvantaged Business Enterprise.
This session will run for approximately two hours. It will also include information about the regulations, qualifications, process, and other information needed
to begin the certification process. This session will include information from the Supplier Diversity Program (formerly AMP) detailing the process to take advantage
of upcoming opportunities for certified M/WBE’s.
October 26, 2010 1:30 p.m. – 4:00 p.m. Randolph
November 9, 2010 10:00 a.m. – 12:00 p.m. Cambridge
October 29, 2010 9:00 a.m. – 12:00 p.m. Waltham
November 17, 2010 12:00 p.m. – 3:00 p.m. Springfield
Supplier Diversity Program (formerly known as the Affirmative Market Program)
FY11 SDP Kick Off & Networking Event
The annual kickoff is the SDPs largest networking event of the year and it is free to all registered attendees. The event offers MBE and WBE vendors the best
opportunity to meet and market their business to the Commonwealth SDP Officers, OSD Procurement Management Team Leaders/Directors, Buyers for the Commonwealth,
and Prime Contractors on Statewide Contracts who are looking for partnerships early in the Fiscal Year. The SDP strongly encourages M/WBE's to attend this event.
Date:Wednesday, October 20, 2010 8:45 am to 1:00 pm
Location: The Boston Convention & Exhibition Center, 415 Summer Street, Boston
Email: SDP@state.ma.us or call the SDP Help Desk at: (617) 720-3359
There is no cost to attend this event, but all attendees must PREREGISTER.
Supplier Diversity Program (SDP) Workshop
For complete details about SDP training and registration instructions please go to the
SDP Program and Services page.
How to Submit an Effective SDP Plan Training
Thursday, October 19th, 2010 10:00 am to 12:00 pm|
Thursday, October 26th, 2010 10:00 am to 12:00 pm
The McCormack Building, One Ashburton Place, 10th Floor, Boston, MA 02108
SDP Intermediate Vendor Training
Wednesday, November 3, 2010, 8:45 a.m. – 2:00 p.m.
1 Beacon Street, 29th Floor, Boston, MA
SDP Workshop for Departments
Friday, November 19, 2010 9:30 a.m. – 12:30 p.m.
OSD Training Room, One Ashburton Place - 10th Floor, Boston, MA
SDP Advanced Vendor Training
Tuesday, January 25, 2011 9:30 a.m. to 1:00 p.m.
1 Beacon Street, 29th Floor MassHousing Conference Room Boston, MA
The Massachusetts Small Business Development Center
The Massachusetts Small Business Development Center Northeast Regional Office conducts free or low-cost
workshops addressing a wide range of concerns for both start-up and existing businesses. Many of these
programs are cosponsored with local chambers of commerce, colleges and universities, community development
organizations, trade associations, banks and corporate sponsors.
REGISTER Online, firstname.lastname@example.org or phone 978-542-6343. Please remember to include your contact information including email and phone.
The Massachusetts Conference for Women REGISTER Online
Supplier Diversity Office
10 Park Plaza, Suite 3740
Boston, MA 02116