Metro Connect Welcomes You How To Do Business

Metro. Connect Welcomes You

How To Do Business With Metro October 13, 2020 Metro. net/connect

How To Do Business With Metro Workshop Welcome Miriam S. Long, Director, Strategic Outreach Diversity & Economic Opportunities Department

Our Goal For Network You Today Strategies For Success

Olga Mireya Lopez, Sr. Representative Diversity & Economic Opportunity Department

Opening Doors Small Business Participation

We Will: LEARN * DISCOVER Why Bother To Get Metro Certification? What Other Certifications Will Metro Accept? What’s Different About Metro’s SBE Certification? How Does One Become Certified? What is SB Prime? What are the advantages of SB Prime? Examples of Small Business Programs, How do I take advantage ? How does Metro support Contractors Development? What is the Bonding Program and Why?

DEOD – Who Are We? DEOD’s Responsibilities • We are your friends on the inside • We are advocates for Small Business • We serve as your system navigators (in case you get lo We …. • Administer and oversee Small Business Program Initiatives Publicize contract opportunities Provide training and resources DBE/SBE/DVBE goal setting Monitor compliance

Introducing…. . Our Leadership Team Debra Avila Chief, Vendor Contract Management Miguel Cabral DEOD Executive Officer Jan Davis, DEOD davisj 4@metro. net Olga Mireya López, DEOD lopezo@metro. net Mimi Long, DEOD longm@metro. net

Metro Certification Dr. Irma Licea Director, Certification & Economic Development Certification is online: metro. gob 2 g. com

Why Get Certified • Small business certifications, similar to professional certifications document a special capability or status that will help you compete in the marketplace. • Increases your visibility to prime contractors. Prime contractors are required to meet SBE or DBE utilization goals – as a certified firm you are critical to the prime contractors towards successfully meeting these goals. • Levels the playing field by providing small businesses owned and controlled by socially and economically disadvantaged individuals a fair opportunity to compete for federally or non-federally funded transportation contracts. Certification is online: metro. gob 2 g. com

Metro currently certifies and accepts two types of certifications: o Disadvantaged Business Enterprise (DBE) DBE program requires that the applicant(s) be socially and economically disadvantaged as outlined in CFR 49 Part 26. Metro is a member of the California Unified Certification Program (CUCP) and accepts DBEs certified by other member agencies. o Small Business Enterprise (SBE) SBE Program is unique to Metro and mirrors the DBE program but is race and gender neutral. Disabled Veteran Business Enterprise (DVBE) Metro accepts DVBE certifications provided by the Department of General Services (DGS).

Requirements for DBE & SBE • Independent business organized for profit • Personal net worth is less than $1. 32 million • Annual gross receipts three year average less than $23. 98 million • The qualifying individual is in control of management and daily business operations • 51% ownership by one or more economically disadvantaged individuals www. metro. net/connect

Additional Requirement for DBE • DBE’s must also be socially disadvantaged • Socially and economically disadvantaged individual means any individual who is a citizen of the United States (or lawfully admitted permanent resident) who is a member of the following groups: African Americans, Hispanics, Native Americans, Asian-Pacific Americans, Subcontinent Asian Americans and Women

NAICS Codes • The North American Industry Classification System (NAICS) is the standard used by Federal statistical agencies in classifying business establishments: www. census. gov/eos/www/naics • NAICS Codes requested should match your primary line of work • Once certified with Metro, approved NAICS codes will be listed with your firm in the DBE and/or Metro’s SBE certified firm directory. Entities looking for certified firms use these databases to find businesses that have the NAICS codes that match the goods and services they want to contract for or buy.

B 2 G Online Certification Application Metro is the only California Unified Certification Program (CUCP) member agency that has implemented an on-line certification and management system. This application has been designed to streamline the process for applicants and eliminate the need for hard copy submissions. Online Certification Key Features User-friendly platform Tracking tool to check on the status of applications Free webinar system training to walk you through the form and process 24 -hour technical support Certification is online: metro. gob 2 g. com

Certification Resources Online applications may be accessed at: metro. gob 2 g. com For more information: Email: Certification. Unit@metro. net Tel: 213 -922 -2600 Website: metro. net/connect

Metro’s Small Business Program Elaine Mc. Gee, Principal Contract Compliance Officer Certification is online: metro. gob 2 g. com

Metro Small Business Programs • Small Business Prime (Set-Aside) • Medium-Size Business Enterprise (MSZ) • Contracting, Outreach & Mentorship Plan (COMP)

Small Business (SB) Prime Program • Groundbreaking opportunities for SBEs to compete as Primes • SBEs compete only against other SBEs for projects that meet threshold criteria from $3, 000 to $5 million (federal and nonfederal) From program inception, SB Prime awards increased 340%: $9. 6 million in FY 15 to $42. 3 million in FY 19 • • IMPACT: over $125 million awarded thru SB Prime since launch

Medium-Size Business Enterprise (MSZ) • NEW set-aside that bridges the gap between small business and large business concerns • Applies to non-federally funded RFPs competitively negotiated procurements (RFPs) for supplies, equipment, materials and services between $12 M-$30 M • MSZ= firm that is not a subsidiary of another firm, with 3 year average of $25 M - $250 M (maximum) gross annual receipts & maximum 250 employees (validated by Metro) • HOW IT WORKS: • Metro invites firms of any size to bid/propose under MSZ • 2+ responsive MSZ bidders triggers set-aside (if less than 2, open to all)

Contracting, Outreach & Mentorship Plan (COMP) • RFPs $25+ million are required to submit plan (Architecture & Engineering/A&E, exempt) • Objective: to measurably grow capacity of DBE and SBE/DVBE firms • Bidders/Proposers must: • Provide innovative, measurable plans & evaluation criteria • Detail technical assistance strategies • Identify at least one mentor and one protégé • Host outreach events for DBEs or SBE/DVBEs • Specify subcontracting approach that include processes and procedures

Small Business Programs – Agency Impact

Neerula Bell

Rick Casillas, Account Manager Contractor Development and Bonding Program Merriwether & Williams Insurance Services

Contractor Development Bonding Program LA Metro How To Do Business – Monthly Workshop 550 S. Hope Street, Suite 1835 Los Angeles, CA 90071 (213) 258 -3000 License No. 0 C 01378 26

LA Metro Contractor Development Bonding Program PROGRAM SERVICES Program Mission To reduce the barriers of bonding/capacity, and enable greater and successful participation of small local, minority and women and disabled veteran owned businesses in public contract opportunities 27

LA Metro Contractor Development Bonding Program PROGRAM SERVICES The Four Pillars of Contractor Development Pillar 1: Assessment Ø Enrollment Ø Personal Account Manager Ø Customized Work Plan Ø Contractor Profile Ø Facilitated Referrals 28

LA Metro Contractor Development Bonding Program PROGRAM SERVICES Assessment & Work Plan 29

LA Metro Contractor Development Bonding Program PROGRAM SERVICES Sample Contractor Profile 30

LA Metro Contractor Development Bonding Program PROGRAM SERVICES The Four Pillars of Contractor Development Pillar 2: Bonding Assistance & Technical Support Ø Assistance with obtaining or increasing bonding capacity Ø Access to Metro collateral support for bid, performance and payment bonds for qualified contractors Ø Contract review, project assessment, and field support for program bonded contracts Ø Assistance with project risk identification and mitigation Ø Third party funds administration Ø Accounting cost subsidy for CPA prepared financial statements Ø Project opportunities and industry events sent weekly via the "Blitz of the Week" 31

LA Metro Contractor Development Bonding Program PROGRAM SERVICES Example of How Collateral Support Enhances The Contractor’s Bonding Capacity lem e Th e S h T P rob Contractor currently has $250, 000 in available bond capacity n tio The Program work’s u l o with the Contractor’s bonding company to enhance the Contractor’s available bonding capacity A job opportunity arises and the contractor’s bid estimate is valued at $350, 000 The program posts a collateral guarantee on behalf of the contractor to increase their bonding capacity from $250 k to $350 k Contractor is not able to pursue this opportunity due to lack of adequate bonding capacity Contractor now has the adequate bonding capacity to obtain the bonds for this project and pursue this opportunity! Example: 40% of $350 K = $140 k Program will provide this amount to contractors bonding company 32

LA Metro Contractor Development Bonding Program PROGRAM SERVICES 33

LA Metro Contractor Development Bonding Program PROGRAM SERVICES The Four Pillars of Contractor Development Pillar 3: Education, Training & Contractor Support Ø Group Classes on public construction best practices led by industry experts. Ø Monthly Workshops on Different Topics Ø Semi-Annual Construction Training Academy Ø Bidding & Estimating Ø Contract Award Management 12 -Hour Immersion Program 34

LA Metro Contractor Development Bonding Program PROGRAM SERVICES The Four Pillars of Contractor Development Pillar 3: Education, Training & Contractor Support Training Academy Stats 263 Firms Enrolled 193 Firms Graduated Since 2015 83 Contracts Awarded $26. 4 Million Awarded 35

LA Metro Contractor Development Bonding Program PROGRAM SERVICES The Four Pillars of Contractor Development Pillar 4: Prime Partnership Program Ø Strategic alliances with Program Prime contractors including matchmaking and referrals. Ø Networking with public agency staff and peer contractors. 36

LA Metro Contractor Development Bonding Program PROGRAM SERVICES Who can the program assist? Certified or Certifiable Contractors in any one of the following categories: Small Business Enterprise – SBE Disadvantaged Business Enterprise – DBE Disabled Veteran Business Enterprise – DVBE 37

LA Metro Contractor Development Bonding Program PROGRAM SERVICES CONTACT US Merriwether & Williams Insurance Services, Inc. 550 South Hope Street, Suite 1835 Los Angeles, CA 90071 Tel. (213) 258 -3000 http: //imwis. com/lametro/ Metro. CDBP@imwis. com 38

Jan Davis, Representative Diversity & Economic Opportunity Department

Metro Connect Upcoming Virtual Events – October Metro. Connect & the California Air Resources Board (CARB) October 27, 2020 10: 00 am Metro. Connect Lunch & Learn Series: Team Tuesday(s) Featured DEOD Unit Date Time Small Business Unit 10/20/20 11: 30 am – 12: 30 pm Labor Wage & Retention Unit 11/03/20 11: 30 am – 12: 30 pm Outreach Unit 11/10/20 11: 45 am – 12: 45 pm Certification Unit 11/17/20 11: 30 am – 12: 30 pm PEDEM Unit 12/01/20 11: 30 am – 12: 30 pm

Metro Connect Upcoming Virtual Events – October/November How To Do Business With Metro Workshop November 10 , 2020 10: 00 am