Overall Rating Bronze - expired
Overall Score 39.89
Liaison Charles Riley
Submission Date Dec. 13, 2011
Executive Letter Download

STARS v1.0

Oregon Institute of Technology
Tier2-2: Local Businesses

Status Score Responsible Party
Complete 0.25 / 0.25 George Marlton
Director of Purchasing/Contracts
Finance and Administration
"---" indicates that no data was submitted for this field

Does the institution give preference to local products and businesses in its purchasing decisions? Local food purchases, which are covered in OP Credit 6: Food Purchasing, are not included in this credit.:
Yes

A brief description of the program:

OIT has an outreach plan for engaging minority-owned, women-owned, emerging small, veteran, and local small businesses. This program includes holding a "Klamath Basin Marketplace" on April 28, 2011 as a networking forum for business owners in the local area to learn how to do business with OIT, local government, and local large businesses. A similar event will be held every spring. The goals of the event were to:

1) Certification: Encourage local businesses to get certified as a minority-owned, women-owned, and emerging small business. Explain benefits of becoming certified.
2) Breakdown Barriers: Overview for small businesses on how to do business with government and local large businesses. Who to contact, how to find contract opportunities, how to meet bid and RFP requirements.
3) Technical Assistance: For the technical assistance, OIT arranged presentations from a local bank for small business loans; a CPA/Accountant for proper book-keeping and tax advice; and an insurance broker for information on how to obtain required insurance and bonds.


The website URL where information about the program, policy, or practice is available:
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SECTION 1 – OUTREACH PLAN

OIT has established the following initiatives to outreach to MWESB, veteran and local small businesses.

Procurement Requirements

OIT has adopted procedures that generally require competition for contracts starting at $5,000. The purpose of this requirement is to both ensure that OIT obtains the best price for goods and services, but to also to unbundle contracts to provide for more contracting opportunities. Prior to the publication of a project, the project manager and procurement staff review the project to identify unbundled contract opportunities. When an anticipated contract exceeds $10,000, OIT requires that the contract opportunity be posted on the OUS Procurement Gateway.

OIT does not knowingly contract with or procure goods or services from any entity that discriminates on the basis of race, color, gender, marital status, national origin, age, disability, religion, pregnancy, sexual orientation, gender identity or expression.

OIT requires bidders and proposers to certify, as part of their bid or proposal that they have not discriminated against Minority, Women or Emerging Small Business Enterprises in obtaining any required subcontracts.

Outreach Events

Klamath Basin Marketplace
On April 28, 2011, OIT hosted the first annual Klamath Basin Marketplace. The Marketplace was a half-day informational forum/networking opportunity for business owners in the local area to learn how to do business with OIT, local government and local large businesses. OIT plans to host the event annually during each spring. The main goals of the Marketplace were to:

1) Certification: Encourage local businesses to get certified as a minority-owned, women-owned, and emerging small business. Explain benefits of becoming certified.
2) Breakdown Barriers: Overview for small businesses on how to do business with government and local large businesses. Who to contact, how to find contract opportunities, how to meet bid and RFP requirements.
3) Technical Assistance: For the technical assistance, OIT arranged presentations from a local bank for small business loans; a CPA/Accountant for proper book-keeping and tax advice; and an insurance broker for information on how to obtain required insurance and bonds.

Presenters included:
Cheryl Myers, Governor’s Office Director of Economic & Business Equity
Patricia Stewart, Oregon University System
Mike Griffith, Klamath Community College
Bonnie Grant, Klamath County Government
Mark Willret, City of Klamath Falls
Rick McGuffey, Sky Lakes Medical Hospital
Rod Clark, Jeld-Wen
Rick Dillard, Molatore, Scroggin, Peterson & Co.
Karen Buell, Great Basin Insurance
Steve VanBuren, Pacific Crest Federal Credit Union
Betty Riley, South Central Oregon Economic Development District

Vendor Fairs
OIT also participates in reoccurring vendor fairs and outreach events such as: The Governor’s Marketplace, OPPA Reverse Vendor Fair, and OAME Trade Show.

Future Initiatives

Moving forward, OIT will implement the below and other outreach initiatives to expand contract opportunities for MWESB, veteran and local small businesses. Initiatives include:
• Advertisement: OIT will directly outreach to certified MWESBs for the following projects:
o Retainer Program for Construction - $50,000 – 2 MWESB firms
o Retainer Program for Professional Consultants - $100,000 – 2 MWESB firms
o Construction - $10,000 – 2 MWESB firms
o Goods & Services - $25,000 – 1 MWESB firm
• Management Plan. General Contractors for CM/GC and Design Build Contracts will be required to develop and implement a management plan to increase diversity for subcontractors.
• Good Faith Effort. OIT will require, as part of a construction bid submission, MWESB outreach and documentation of outreach, for all divisions of labor that the contractor intends to subcontract.
• Data Reporting. OIT will require contractors to report the number of contracts and contract values with MWESB subcontractors.
• Disabled Veteran Preference: OIT will develop and implement a Disabled Veteran Preference procedure.
• Modified W-9. OIT will issue a modified W-9 that will collect information from firms if they are certified MWESB or self-reporting MWESB. The data will be entered into Banner for more accurate data reporting.

The information presented here is self-reported. While AASHE staff review portions of all STARS reports and institutions are welcome to seek additional forms of review, the data in STARS reports are not verified by AASHE. If you believe any of this information is erroneous or inconsistent with credit criteria, please review the process for inquiring about the information reported by an institution or simply email your inquiry to stars@aashe.org.