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WWW.TDA.NY.gov. TDA 4937 (Rev. 1/2016). M/WE UTILIZATION PLAN ... THE CONTRACT, OFFER OR MUST SUBMIT A REQUEST FOR WAIVER FORM — TDA ... Solicitation Name/Contract No.:.

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How to fill out MWBE utilization plan:

1. Research and understand the requirements: Start by familiarizing yourself with the specific guidelines and requirements for MWBE utilization plans in your area. This may include criteria for business certification, utilization goals, reporting procedures, and documentation requirements.
2. Identify MWBE suppliers and contractors: Reach out to local MWBE organizations, directories, and databases to gather a list of certified MWBE suppliers and contractors. This will enable you to identify potential partners for your projects and fulfill the MWBE utilization goals.
3. Determine project needs and opportunities: Assess your upcoming projects or contracts to identify areas where MWBE businesses can potentially contribute. This may involve reviewing scopes of work, subcontracting opportunities, and supplier needs.
4. Communicate with MWBE firms: Establish communication channels with identified MWBE firms to discuss potential opportunities, obtain their capabilities, and negotiate contract terms. Clearly define the scope of work, responsibilities, and deliverables to ensure a mutual understanding.
5. Set MWBE utilization goals: Based on the requirements and guidelines, establish realistic utilization goals for your projects. Consider factors such as project budgets, timelines, and available MWBE firms to determine a feasible target.
6. Document MWBE utilization efforts: Maintain accurate records of your communication with MWBE firms, including any proposals received, contracts awarded, and results achieved. This documentation will be crucial for reporting and compliance purposes.
7. Monitor and track MWBE participation: Throughout the duration of the project, closely monitor the participation of MWBE firms. Regularly update your records to accurately track their involvement, including any changes in subcontracting or supplier relationships.
8. Report MWBE utilization: As required by the MWBE program or contract, prepare and submit regular reports detailing your MWBE utilization efforts. Follow the specific reporting guidelines and provide all necessary documentation to demonstrate compliance.

Who needs MWBE utilization plan?

1. Government agencies: Many government agencies at the federal, state, and local levels have implemented MWBE programs to promote diversity and inclusion in contracting opportunities. They often require MWBE utilization plans from businesses bidding on government contracts.
2. Prime contractors: In certain industries and regions, prime contractors may be required to submit MWBE utilization plans as part of their bid proposals or contractual obligations. This helps ensure that subcontracting opportunities are extended to MWBE businesses.
3. Private companies: While not mandatory in all cases, private companies may choose to adopt MWBE utilization plans voluntarily as part of their corporate social responsibility or diversity initiatives. This demonstrates their commitment to supporting minority-owned and women-owned businesses.

In summary, filling out an MWBE utilization plan involves research, communication, goal-setting, documentation, monitoring, and reporting. The plan is typically required by government agencies, prime contractors, and can also be adopted voluntarily by private companies.

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