Contract Goal Setting DBE Goal Setting Timing Goal Setting Process Overview DBE Match List Factors & Other Considerations Goal Setting Example

DBE Goal Setting Timing Once the estimate is final The contract is ready to be advertised Before contract documents are printed Once a goal has been established it is inserted into the contract documents Advertise the contract Warning – Will be asking for as part of PS&E Checklist

Goal Setting Process Overview Local Agency: Determines work likely to performed by prime Reviews remaining items for subcontractor work Applies DBE match list against these items Counts items with significant DBE matches toward goal Applies factors to these items (100%, 12%, 10%) Calculates rough goal by dividing DBE $ by total estimate Applies 60% factor Rounds this percentage to the nearest whole percent

DBE Match List Items are matched to DBEs by work category codes from CUCP website DBE locations by county or multiple counties or District An item will not count toward the goal if the number of DBE matches is less than 10

Factors & Other Considerations 100% of the item estimate is counted unless: Item involves supply of material, apply 12% factor Item involves trucking, apply 10% factor The 60% factor accounts for competition and possible CUCP overrepresentation of ready, willing and able DBEs A goal of 0% is possible when: The amount of subcontractable work is negligible The number of DBE matches is minimal

Goal Setting Example See EXCEL spreadsheet

Questions