0. Business Market Availability and Disparity Study
Shelby County Board of Education
Business Market Availability
and Disparity Study
Public Meetings
November 15 & 16, 2016

1. INTRODUCTIONS
National management and research consulting firm serving public sector clients for 42 years.
Conducted 204 disparity studies since 1990.
Over 14 disparity and disparity-related studies, program review, or program development services for school districts.
One of the top PK-12 consulting firms in the country.
Facilities & Master Planning, Performance Review & Program Evaluations, & Financial Services
Successfully managed over 7,800 projects throughout the U.S and some foreign countries.

2. INTRODUCTIONS MGT of America Consulting
Dr. Fred Seamon, Executive-in-Charge
Reggie Smith, Project Executive
Vernetta Mitchell, Project Director
Hope Smith, Lead Quantitative Analyst
Dr. Rom Haghighi, Technical Advisor
MGT’s Subconsultants
Janice Banks, Small Planet Works (MBE-certified)
Anneliese Oppenheim, Oppenheim Research

3. INTRODUCTIONS SMALL PLANET WORKS OPPENHEIM RESEARCH
Small Planet Works is an industry-recognized organizational development and performance management firm. Founded in 1994, SPW is a certified MBE (UCA) and serves Federal, state and local governments in the Southeast region of the United States.
ROLE IN THE SCHOOL’s DISPARITY STUDY
Coordinate and Manage Three (3) Public Meetings
Conduct 50 In-depth Interviews
Conduct 5 Area Stakeholder Interviews
Conduct Custom Census Surveys
SMALL PLANET WORKS
OPPENHEIM RESEARCH
Oppenheim Research has 20 years of experience in the field of survey analysis and opinion polling research. Oppenheim has worked with MGT on 25+ projects.
ROLE IN THE SCHOOL’s DISPARITY STUDY
Conduct Survey of Vendors

4. Is there factual predicate evidence for an M/WBE Program?
THE GOAL OF THE STUDY
Determine if a significant statistical disparity exists between the percentages of available, qualified minority-owned and woman-owned (M/WBE) firms in an industry and the percentages of contract dollars awarded to such firms by the School District.
The overarching research question:
Is there factual predicate evidence for an M/WBE Program?

5. STUDY METHODOLOGY Business Categories Study Period
Construction
Architecture and Engineering
Professional Services
Nonprofessional Services
Goods and Commodities
Study Period
Fiscal Years July 1, 2011 – June 30, 2016
Anticipated Completion
September 2017

6. REPORT STRUCTURE Disparity Study Report Chapters Legal Framework
Summary of Policies, Procedures, and Programs
Market Area, Utilization, Availability Analyses
Disparity Analyses and Statistical Significance
Anecdotal Findings
Private Sector and Non-Goal Analyses
Findings and Recommendations Report
Executive Summary

7. ANECDOTAL DATA COLLECTION
Anecdotal (qualitative) data is necessary to identify successes and barriers firms experience while doing business. Data is evaluated for possible procurement policy modifications, and M/WBE Program recommendations, if applicable.
Along with these public meetings, MGT will collect anecdotal data through:
In-depth interviews
Stakeholder interviews
Surveys
Business owners are randomly selected to participate in all events, except the public meeting activities.

8. PURPOSE OF PUBLIC MEETING
To collect anecdotal data from business owners and stakeholders regarding their experiences doing business or attempting to do business with Shelby County Schools or primes contracted by the Schools.
Individuals who want to provide oral comments today will be called at the end of the presentation to do so at individual stations.

9. PUBLIC MEETING GUIDELINES
Comments limited to 5 minutes
State and spell your name
State the name of your company
State how long you’ve been in business
State your company’s primary line of business
While providing your comments:
Provide details of your experiences, regarding doing business or attempting to do business with the Schools or its primes.
Please be specific in your comments regarding entities involved, as well as about time and location for the experiences that you share.

10. MGT OF AMERICA CONSULTING
3800 Esplanade Way, Suite 210
Tallahassee, Florida 32311