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

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.

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

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

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?

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

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

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.

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.

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.

MGT OF AMERICA CONSULTING 3800 Esplanade Way, Suite 210 Tallahassee, Florida 32311 850.386.3191 www.shelbycountyschoolsdisparitystudy.com