Board Of Directors

MEANINGFUL CONNECTIONS.
IMPACTFUL GROWTH.

The mission of Dallas Fort Worth Minority Supplier Development Council
(D/FW MSDC) is to encourage and facilitate procurement and business opportunities

between Buying Entities and Certified Minority Business Enterprises (MBEs).

DFW MSDC
Board of Directors

Meeting

May 28, 2021
Time: 7:30 a.m.

CONFIDENTIAL

Confidentiality Notice: This message and all attachments may contain
privileged and confidential information intended only for the person or entity to
which it is addressed. Any review, retransmission, dissemination, copy or other
use of, or taking of any action in reliance upon this information by persons or
entities other than the intended recipient is prohibited. if you received this
message in error, please notify the sender immediately by e-mail,facsimile or
telephone and thereafter delete the material form your computer. Any view
expressed in this message are those of the individual sender, except where the
sender specifically states them to be the view of the entity transmitting the
message. The DFW MSDC , Inc. accepts no liability with respect to the
unauthorized use of its email facility or the sending of email communications for
other than strictly business purposes.

8828 N. Stemmons Freeway, Suite 550 | Dallas, Texas 75247
www.dfwmsdc.com | [email protected]

2021 Board of Directors Meeting Attendance Roster

Board Members % ATTENDED
Bonnie Clinton % In Person
Margo J. Posey % by Phone
Jeni Rajbhandari
Rob Simpson January
Monica Menzel February
Eric Imrie March
Betty Manetta April
Terri Quinton May
Don McKneely June
Neena Biswas July
T'wana Brown August
Thomas Crowther September
Yareli Esteban October
Heather Herndon- November
Wright December
Rachel Kutz
Suzanne Maddux 79% 83% 87% 83%
Kallie Malmgren
Kent McNorton
Clifton E. Miller

Brandon Rakestraw
Scott Richardson
Silvana Rosero
David Sanchez
Greg Spoon

Table Key

Present
Telephone

Absent

No Longer on Board

2021 BOARD CALENDAR

*BOARD MEETINGS WILL BE VIRTUAL UNTIL FURTHER NOTICE.

BOARD OF DIRECTORS MEETINGS 2021 EVENT DATES

• January 23rd, Saturday, 8:30 am May 24th; May 26th
 February 26th, Friday, 7:30 a.m. ACCESS 2021
 March 26th, Friday, 7:30 a.m. TBD
 April 23rd, Friday, 7:30 a.m.
 May 28th, Tuesday 7:30 a.m. June 8th 3:30 PM- 7:30 PM
 June 25th, Wednesday, 7:30 a.m. Hard Hat 2021
 July 23rd, Friday, 7:30 a.m.
 August 27th, Friday, 7:30 a.m. November 19th, 5:00 PM
 September 24th, Friday, 7:30 a.m. E- Awards
 October 22nd, Friday, 7:30 a.m. TBD
 November (TBD)
 December 7th, Tuesday, 4:00 p.m. DFW MSDC Annual Meeting
and Toy Drive (DFW MSDC)
STANDING COMMITTEE MEETINGS
TBD
*All meetings will be virtual until further notice.

Certification
2nd Thursday of the month at 8:30 a.m. to 12:00 p.m.
followed by site visits.

Supplier Diversity Professionals Working Group
Bi-Monthly at the Council
Check website for date & location

MBEIC- Minority Business Enterprise Input
Committee
Bi-Monthly
Check website for date & location

5/28/2021 7:30 AM | VIRTUAL| MAY BOARD MEETING

Board Members

Bonnie Clinton *| Margo Posey*| Jeni Rajbhandari* |Rob Simpson*| Monica Menzel *|David Sanchez* | Betty
Manetta*| TerriQuinton*| Don McNeely* |Neena Biswas | T’wana Brown | Thomas Crowther | Yareli Esteban |
Heather Herndon-Wright | Rachel Kutz |Suzanne Maddux |Kallie Malmgren| Kent McNorton| Clifton Miller |
Brandon Rakestraw | Scott Richardson | Silvana Rosero| David Sanchez | Greg Spoon

CALL TO ORDER Bonnie
CHAIR’S REMARKS Bonnie

• New Board Member Replacement

ITEMS FOR APPROVAL Monica
• April Minutes Eric and James
• April Financials Rob
• Certification
Margo
REPORTS – Consent Agenda Only
• ISCWG ALL
• MBEIC

PRESIDENT’S REPORT
• Council Update
• Council at Work
• Dashboard
• MBDA

DISCUSSION
• ACCESS Debrief

8828 N. Stemmons Freeway *Suite 550 * Dallas, TX 75247* Phone: (214) 630-0747*Fax: 214-637-2241*www.dfwmsdc.com

The Mission of the Dallas / Fort Worth Minority Supplier Development Council (D/FW MSDC) is to encourage and
facilitate procurement and business opportunities between Buying Entities and Certified Minority Business Enterprises
(MBEs).

*Board Book can be printed One Sided or Two Sided.

April 23, 2021

In Attendance PRESENT/ PHONE/ ABSENT

Margo J. Posey Bonnie Clinton Greg Spoon
Rob Simpson T’wana Brown Thomas Crowther
Monica Menzel Heather Herndon-Wright Yareli Esteban
Eric Imrie Scott Richardson Brandon Rakestraw
Betty Manetta Kent McNorton Kallie Malmgren
Terri Quinton Clifton Miller Suzanne Maddox
Don McKneely Silvana Rosero Neena Biswas
Rachel Kutz David Sanchez
Tony Marino Jeni Rajbhandari

LOCATION/TIME

• Meeting was held as a Zoom call. Meeting started at 7:31 a.m.

OPENING AND VOTING AGENDA

• Bonnie kicked off the meeting and shared Toyota’s return to office plans
• Monica Menzel reviewed minutes from prior month and asked for motion to accepts. Betty Manetta made a motion

to accept the meeting minutes. Jeni Rajbhandari seconded. Motion carried.

FINANCIALS

• Mr. James Estes reviewed the financials. Mr. Estes informed the Board that the revenue for the YTD period ending
March was $259.9K against a budget of $161.7K. National Dues and Renewals are performing favorably. The
Expenses actuals were $211.3K against a budget of $238.9K.

• No changes to the forecast from the plan
• As for the complete financials, Don McKneely made a motion to accept, Rob Simpson seconded.

CERTIFICATIONS

• Mr. Rob Simpson presented current certification statistics. 6 New Certifications, 90 Recertifications. Betty Manetta
made a motion to accept certification as presented. Silvana Rosero seconded. The motion carried.

CONSENT AGENDA

• Bonnie provided update on NMSDC
• ISCWG: Materials included in board book
• MBEIC: Materials included in board book

PRESIDENT’S REPORTS.

• Margo reviewed council at work
• Digital directory will be distributed and can be pushed to supply chain professionals. Will be updated on quarterly

basis

• MBDA – grants have been applied for and waiting to hear back results in June/July

ACCESS 2021

• Bonnie and Margo shared plans on ACCESS 2021 and opened discussion for how to best execute this year
o Historical membership will be sent to provide basis
o Terri and Betty helped to articulate needs from buying entities – need representation to match that of MBE
constituents
o Thomas asked to be very intentional, and to announce ahead of time who would be there to represent what
projects are available
o Tony Marino (new board member) – commented that a physical “connectivity forum” is becoming dated – can
we consider more real-time forums to allow buying entities to engage on forums similar to social media.

BRAGS

• Silvana congratulated Rachel Kutz for appointment to Hispanic Chamber of Commerce
• Thomas Crowther thanked all for listening to dialogue on ACCESS engagement

CLOSING REMARKS

• The meeting was adjourned at 8:59 a.m.
• Bonnie thanked everyone for their participation

Page 2

Dallas Fort Worth Minority Supplier Development Council, Inc
Statement of Revenue and Expenses

For the Four Months Period Ended April 30, 2021

VARIANCE 2021 2020
TO
ACTUAL BUDGET NUMBER NUMBER
BUDGET
FAV/(UNFAV)

REVENUE: 24,500 12,000 12,500 (1)
Corporate Memberships - New 52,750 50,000 2,750 (2)
Corporate Memberships- Renewal 219
Interest Income 219 59,000 11 15
NMSDC National Dues 105,621 - 46,621 5 11
NMSDC National Performance BONUS 50,310
MBE Certification Fees-Renewals-Local 50,310 75,000
MBE Certification Fees-New-Local 81,268 24,000 6,268
MBE Out of Region Subscriber Fees-Renewal 25,940 1,940
MBE Out of Region Subscriber Fees-New 6,000
Expedite Fees 6,350 2,000 350
Education Scholarship 2,500 1,000 500
Donation 2,100 1,100
Uncategorized
1,875 - -
TOTAL REVENUE 353,433 229,000 -
1,875
124,433

EXPENSES: 15,000 15,000 -
NMSDC Functions 36,525 36,000 -
Software Maintenance (525)
Office Expense 2,685 5,000 2,315
Telecommunication - 500 500
Board Installation 99
Credit Card Processing 4,401 4,500 -
Cartage/Delivery - -
Outsourcing 20,000 2,023
Lease-Office Space 24,641 20,000 4,842
Lease-Equipment/Other 26,664 2,230
Insurance/Taxes 3,822 480
Professional Fees 770 8,664 (13,137) (3)
Temporary Services 3,000 24,998
Salary 23,520 24,000 23,825
15,137 2,000
TOTAL EXPENSES 150,002 175,000
296,503 320,328

NET YEAR END REVENUE/(LOSS) 56,930 (91,328) 100,608

TOTAL SPECIAL EVENTS REVENUE/(LOSS) (1,569) 25,000 (26,569)

TOTAL YEAR END NET REVENUE/(LOSS) 55,361 (66,328) 74,039

NOTES:
(1) January 2021 resulted in an adjustment
based on NMSDC National Memberships paid.
Allocation for January was $14,049, this may
change throughout the year, based of NMSDC
paid Memberships.

(2) The 2020 Bonus was received in late
December 2020, normally received in May of
following year. NMSDC allocation method and
cashflow allow for early distribution of funds.
(3) As a result of Administrative Staff turnover
we were .required to bring in Temporary staff to
handle transition.

JEstes
5/19/2021
11:48 AM

Dallas Fort Worth Minority Supplier Development Council, Inc
Statement of Revenue and Expenses

For the Four Months Period Ended April 30, 2021

ACTUAL BUDGET VARIANCE
TO

BUDGET
FAV/(UNFAV)

TOTAL CURRENT YEAR NET REVENUE/(LOS 55,361 (66,328) 74,039

PRIOR YEAR PAYMENTS

Prior Year Revenue 2,937 --
Prior Year Expense (2,040) - 2,937
Accounts Receivable Write-Offs
(2,040)

TOTAL PRIOR YEAR INCOME/(LOSS) (4,977) - (4,977)

TOTAL NET REVENUE 50,384 (66,328) 69,062

Notes:

JEstes
5/19/2021
11:48 AM

Dallas Fort Worth Minority Supplier Development Council, Inc
Statement of Revenue and Expenses
Full Year Projection
As of April 30, 2021

REVENUE: ACTUAL FULL YEAR 2021 VARIANCE 2020
Corporate Memberships - New YTD FORECAST APPROVED BUDGET ACTUAL
Corporate Memberships- Renewal
Interest Income April 30, 2021 12,000 BUDGET TO AS
NMSDC National Dues 135,000 FORECAST 12/31/2020
NMSDC National Performance BONUS 24,500 12,000 FAV/(UNFAV)
MBE Certification Fees - Renewal-Local 52,750 - 135,000 22,250
MBE Certification Fees - New-Local 177,000 - 141,750
MBE Subscriber Fees-Renewal 219 - -
MBE Subscriber Fees-New 105,621 - 177,000 - 4,762
Education Scholarship 255,000 - 163,004
Expedite Fees 50,310 - -
Uncategorized 81,268 60,000 255,000 - 45,804
25,940 20,000 - 236,300
TOTAL REVENUE 60,000 -
6,350 7,500 20,000 - 46,952
2,500 - - 21,150
7,500 - 16,250
2,100 1,000 -
1,875 - 5,950
353,433 667,500 1,000 4,343
708,515
667,500
24,230
EXPENSES 0 2,000 2,000 - 15,000
NMSDC Functions 15,000 15,000 15,000 - 85,747
Software Maintenance 36,525 50,000 50,000 - 11,177
Office Expense 15,000 15,000 -
Telecommunication 2,685 - 3,107
Board Installation 0 500 500 - 12,665
Credit Card Processing 13,500 13,500 -
Cartage/Delivery 4,401 - 0
Outsourcing 0 500 500 - 57,500
Lease-Office Space 60,000 60,000 - 77,148
Lease-Equipment/Other 20,000 80,000 80,000 - 20,634
Insurance/Taxes 24,641 26,000 26,000 - 12,557
Professional Fees 16,000 16,000 - 71,889
Temporary Services 3,822 60,000 60,000 - 20,029
Salary 770 527,293
6,000 6,000
23,520 525,000 525,000 938,976
15,137
150,002 (230,461)

TOTAL EXPENSES 296,503 869,500 869,500 - 313,763
NET CURRENT YEAR REVENUE/(LOSS) 56,930 (202,000) (202,000) - 83,302

TOTAL SPECIAL EVENTS REVENUE/(LOSS) (1,569) 202,000 202,000 - 35,555
TOTAL CURRENT YEAR NET REVENUE/(LOSS) 55,361 - - - 16,970

PRIOR YEAR PAYMENTS 2,937 - - - 18,585
Prior Year Revenue (2,040) - - -
Prior Year Expense (4,977) 101,887
Accounts Receivable Write-Offs

TOTAL PRIOR YEAR REVENUE/(LOSS)

TOTAL NET REVENUE 50,384 - - -

Notes:

JEstes
5/19/2021
11:48 AM

Dallas Fort Worth Minority Supplier Development Council, Inc
Statement of Special Event Funds
April 30, 2021

For the Four Months Period Ended April 30, 2021 Awards Golf & Tennis Annual QUARTERLY BTTBU BTTBU Top MBDA (4/1/2020- MBDA CARES
Banquet Classic Meeting BUYERS Golf 03/31/2021 EXTENSION 6/1/2020-
2021 FORECAST Hard Hat MBEIC Breakfast Scholarship ACCESS Total \(4/1/2021- 4/30/2021
2021 ORIGINAL BUDGET LUNCHEON 06/301/2021
Funds Received
Event fees 75,000.00 10,000.00 40,000.00 0.00 0.00 0.00 0.00 0.00 77,000.00 0.00 202,000.00
Grants 75,000.00 10,000.00 40,000.00 0.00 0.00 0.00 0.00 0.00 77,000.00
Discount Packages 0.00 202,000.00
Accounts Receivable 1,950.00
1,950.00 -
Total funds received - 301,675.00 259,259.00
Disbursements -
Event expense - - 259,259.00
- 167,511.00
Total disbursements
Excess Funds Over - - -- - -- - 1,950.00 - 1,950.00 301,675.00 167,511.00
-- 3,519.00
Disbursements - - 301,675.00
YTD Budget - 3,519.00
YTD Favorable (Unfavorable) 2021 3,519.00

YTD Actual 2020 -- --

- - -- - - 3,519.00 301,675.00

- - -- - - - - (1,569.00) - (1,569.00) - 91,748.00

- -- - - - (1,569.00) -
117,049.00 849.00 785.00 0.00 0.00
0.00 61,236.00 0.00 5,000.00 118,449.00

JEstes
5/19/2021
11:48 AM

Dallas Fort Worth Minority Supplier Development Council, Inc
Balance Sheet
at April 30, 2021

As of As of As of
4/30/2021 12/31/2020 12/31/2019

ASSETS

CURRENT: 149,904 33,235 25,845
CASH-SPECIAL-BANK OF TEXAS 1,125,484 1,062,372 86,028
CASH-OPERATING-BANK OF TEXAS 435,397
CASH-SWEEP-BANK OF TEXAS 0 0 202,508
CASH-COMERICA BANK MONEY MARKET 202,826 202,766 24,525
CASH-COMERICA BANK CHECKING 156,068
CASH-VERITEX FORMERLY GREEN BANK MONEY MARKET 24,525 24,525 53,197
CASH -REGIONS BANK 156,361 156,336 81,408
INVESTMENT-REGIONS BANK 71,868
CASH-CHASE CHECKING 53,197 53,197 12,541
CASH-CHASE CHECKING II 81,408 81,408 27,347
CASH-PLAINSCAPITAL BANK MONEY MARKET 71,877 71,875 43,992
CASH-CAPITALONE-CHECKING 12,541 12,541 50,235
CASH-CAPITALONE-SAVING 27,438 27,434 100,000
INVESTMENT-CAPITALONE CD
INVESTMENT-PLAINSCAPITAL BANK 4,385 4,385 0
PETTY CASH 152,931 0 150
ACCOUNTS RECEIVABLE-MBDA 11,197
ACCOUNTS RECEIVABLE-CARES 0 152,746
ACCOUNTS RECEIVABLE 0 0 0
150 37,550
DEPOSIT-2016 BTTBU BREAKFAST 0 150 1,419,856
DEPOSIT-2020 HARD HAT 0 10,970
DEPOSIT-2020 GOLF AND TENNIS 0 -
DEPOSIT 2020 ACCESS 2,063,027 4,991 9,075
DEPOSIT-2019 TOP GOLF (APRIL AND AUGUST) 4,100 2,673
DEPOSIT-2019 HARD HAT 2,673 1,903,031
PREPAID EXPENSES-TOWER CLUB 1,000 0
PREPAID EXPENSES-2020 AWARDS 7,812 - 3,906

0 2,673 0
0 1,000
4,050 7,812 2,833

0
0
4,050

TOTAL CURRENT ASSETS 2,078,562 1,918,566 1,438,343
48,796 48,796
FIXED ASSETS: 48,796
SOFTWARE-CSC 65,810 65,810
EQUIPMENT & FURNITURE PRE-1991 73,015 68,058 65,810
EQUIPMENT & FURNITURE -1999 68,058
EQUIPMENT, FURNITURE, & FIXTURE-POST 1999 (122,299) (78,429) (78,429)
FURNITURE & FIXTURES 2011 65,322 104,235 104,235
FURNITURE & FIXTURES 1,542,578
EQUIPMENT & COMPUTERS 2,143,884 2,022,801
COMPUTER EQUIPMENT 2014
LESS: ACCUMULATED DEPRECIATION

TOTAL ASSETS

LIABLITIES & FUND BALANCE

LIABILITIES 600,582 588,580 373,355
52,851 51,371 56,813
PREPAID FEES/DUES 66,500 66,500 0
ACCOUNTS PAYABLE 5,000 5,000 0
NOTES PAYABLE-COVID-19 PPP ($66,500) 0
NOTES PAYABLE-SBA EIDL ADVANCE 150,000 150,000
NOTES PAYABLE-SBA EIDL LONG-TERM 1,013,335
FUND BALANCE: 1,218,567 922,276 99,075
50,384 239,074
BEGINNING FUND BALANCE 2,022,801 1,542,578
NET REVENUE/(LOSS) 2,143,884
2,022,801 1,542,578
TOTAL LIABILITIES & FUND BALANCE 2,143,884

Footnotes:

James Earl Estes
Date

11:48 AM]

Dallas Fort Worth Minority Supplier Development Council, Inc
List of Financial Institutions
2021

4/30/2021 MATURITY DATE CD/ACCT # APY

CASH--BANK OF TEXAS 149,904
CASH-OPERATING-BANK OF TEXAS
1,125,484
CASH-COMERICA BANK MONEY MARKET
CASH-COMERICA BANK CHECKING 1,275,388

CASH-CHASE CHECKING 202,826
CASH-CHASE CHECKING II
24,525
INVESTMENT/REGIONS BANK
CASH-BUSINESS MONEY MARKET 227,351
CASH -REGIONS BANK
71,877
CASH-PLAINSCAPITAL BANK MONEY MARKET
12,541
CASH-GREEN BANK MONEY MARKET
84,418
CASH -CAPITALONE CHECKING
CASH-CAPITALONE SAVINGS 50,241

31,167

53,197

134,605

27,438

27,438

156,361

156,361

4,385

152,931 ONGOING 8286858859 .80

157,316

2,062,877

j estes
5/19/2021
11:48 AM

Dallas Fort Worth Minority Supplier Development Council, Inc
Receivables Average DOS Report
2021

2021

Name Amount 1-30 31-60 61-90 91-120 121-Over
0.00 0.00 0.00 0.00 0.00 0.00
0.00 0.00
0.00 0.00 0.00 0.00























INCLUSIVE SUPPLY CHAIN WORKING GROUP

May 2021 Board Report

The Inclusive Supply Chain Working Group (ISCWG)’s (chartered in 2006 by the board) Monthly
Review and Planning Session was held on Monday, May 10, 2021 via Teams. The meeting lasted
for 1.0 hour, beginning at 9:05AM CST and ending at 10:00AM CST.

March Review and Planning Session’s Attendance
Attendance for this review and Planning Session (R&P Session) included representatives from
Buying Entities, MBEs and Council staff members as listed below.

ATTENDEES Company Buying Entity/MBE
Name Celanese BE
Vistra Energy BE
Brandon, LaTisha, Celanese Argent & Associates MBE
Gano, Mary Cemetrics MBE
Manetta, Betty All Janitorial MBE
Miller, Clifton DFW/MSDC (MBDA CARES Act) DFW MSDC
Molina, Evelyn DFW MSDC (President/CEO) DFW MSDC
Odame-Lartey, Fredericka AT&T BE
Posey, Margo DFW MSDC (Staff Liaison) DFW MSDC
Ramsey, Heather Sealink International, Inc. MBE
Reeves, Nicole AT&T BE
Shroff, Shaizad Texas Instruments BE
Walker, Darrol
Woodson, Brad

REVIEW AND PLANNING SESSION PROGRAMMING UPDATES
April 28, 2021 “Supply Chain Sustainability” Webinar:
Buying Entity Speakers:
Sarah Williams, Sr. Manager, Sustainability and Human Rights, AT&T
Venus Randle, Sr, Manager, Supply Chain DTE

2021 Revised Deliverables Schedule

ISCWG monthly meeting Page 1 of 3
Monday, May 10, 2021

INCLUSIVE SUPPLY CHAIN WORKING GROUP

A. Completed deliverables in 2021:

Ranked 2021 Program Topics Teams Date /Time Format Status/Speaker(s)
2021 Regional Economic Outlook Options
C. Miller Lead Webinar Delivered
Public Policy-87th Legislature Bills F. Lartey January 28, 2021 Keynote Dr. Jason Saving
of Importance C. Caldwell-Blow Sr. Economist Federal Reserve
March 9, 2021 Webinar Bank Dallas
Artificial Intelligence M. Posey Lead 1:00-2:30 P.M. Tutorial Delivered
C. Miller Clifton E. Miller
R. Fleming March 24, 2021 Presentation Christine Caldwell Blow
C. Caldwell-Blow (1Q2021)
M. Posey Lead Tele Fernandes Director,
J. Rajbhandari Emerging Technology
F. Lartey
Dheeraj Kumar, PhD
Supply Chain Sustainability Mary Gano April 28, 2021 Webinar Sr. Mgr. for Digitalization &
Jeni Rajbhandari 2:00 P. M. –3:30 Presentation Advanced Analytics
Heather Ramsey P.M. Sara Williams, Sr. Manager,
Global Sustainability AT&T
Venus Randle, Senior Supply
Chain Manager DTE Energy

B. Planned deliverables in remainder of 2021

Ranked 2021 Program Topics Teams Date /Time Format Status/Speaker(s)
Trade Impact/Global Outlook Options TBD Pending
M. Posey Lead
Talent Acquisition, L. Barbero September 22, Conversation In Development/Team
Development, and Retention D. Webb 2021 engaged
In Development C. Caldwell-Blow (3Q2021)
Industry 4.0 Nicole Reeves Conversation Pending Confirmation
D. Webb Lead October 21
P. Tafalla Primary C. Miller: Moderator
H. Ramsey October 20
Back-Up Speakers:
TBD
C. Miller Lead TBD Space and Airborne
B. Manetta Systems, Raytheon
M. Gano
Nicole Reeves

ISCWG monthly meeting Page 2 of 3
Monday, May 10, 2021

INCLUSIVE SUPPLY CHAIN WORKING GROUP

C. Additional 2021 programming under consideration:

Topic/Submitted By Target Timeline Topic Team Lead/Members
Supply Chain Technology Series TBD Target July or August 2021as B. Manetta
Edge Computing part of the “Technology Series” Team Members to be recruited
Edge computing is a distributed including Artificial Intelligence Betty Manetta to provide background
computing paradigm that brings deliverables information to the ISCWG.
computation and data storage
closer to the location where it is TBD Target September as part of C. Miller
needed to improve response the Supply Chain Transition series Team Members to be recruited
times and save including Supply Chain Clifton to provide background
bandwidth. Wikipedia Sustainability deliverables information to the ISCWG.

Supply Chain Evolution Series Date and Content to be C. Miller
Linear and Circular Economy determined. Options include:1) Team Members to be recruited
Overview December 2021 Review and 2)
In a linear economy we mine raw including 2021 Review and 2022
materials that we process into a Regional Economic Outlook
product that is thrown away after deliverables
use. In a circular economy, we
close the cycles of all these raw
materials. It changes the way in
which value is created and
preserved, how production is
made more sustainable and which
business models are used.
Economic Awareness Series

2021 Regional/State Economic
Performance Assessment

President, Margo Posey encouraged all team members to sign up and be actively engaged in
Acess2021

The next Monthly Review & Planning Session scheduled for June 14, 2021 at 9:00 A. M.

Respectfully submitted:

Jeni Rajbhandari Clifton E. Miller
Buying Entity Co-Chair MBE Co-Chair

ISCWG monthly meeting Page 3 of 3
Monday, May 10, 2021

MBEIC MAY 2021 REPORT

MEETING MAY 12, 2021 – ACCESS 2021 Bootcamp

A virtual meeting was held on May 12 featuring two successful MBE’s that know
how to navigate and deliver results at ACCESS Spot Bids. J. Francisco Escobar, JFE
International Consultants, Inc., and Gwendolyn Evans, GSE, provided key insights
on how they won bids and met buying entity members. In addition, the panel
was joined by Greg Obar, Sr. Director for Strategic Sourcing & HUB Coordinator
UNT System. Greg provided meaning information for our MBEs to be successful
with buying agencies that will be in attendance during ACCESS Spot Bid Fair. The
panel was moderated by Pamela Nelson, Bracane Company and MBEIC Second
Vice Chair.

In addition, Terri Quinton, Q2 Marketing Group, gave a session on Creating the
Perfect Pitch for roundtable sessions at ACCESS. Terri provided some great and
meaningful tips that our MBEs embraced. A tip sheet was provided to all in
attendance.

There were 100 registrants and 78 participants in the event and feedback was
very positive. Thank you for our MBE board members who attended: Clifton
Miller, Terry Quinton, and Silvana Rosero. Please go to website for a recording of
this session or click on the link below:

https://us02web.zoom.us/rec/share/Jsvc2sLgA-kVHzJsNhDBxlYgOHxuc0hdiF-
HyAycDG88woNiaQBwuAOcTJX7W949.qNEHdZGwoEqOWH79

UPCOMING EVENTS:
June 16 – “Personal Branding” which will be led by Silvana Rosero and Terri Quinton
Comments from Chat:

Such great tips Terri! And love the examples.

One more nugget....Discuss with buyers opportunities to connect with Corporate Tier
1 suppliers (Gwen)

Terry, very good points. Appreciate the new ideas.

Thanks, Terri...good info

Page 1 of 2

2021 D/FW MSDC Council Dashboard

CORPORATE NEW MBE RENEWAL 2021 MBE Certification Classification
(Local Suscriber)

$300,000 100000 MBE NEW MBE RENEWAL
$250,000 80000
$200,000 60000 2019 MBE RECIPROCAL
$150,000 40000 2020
$100,000 2019 20000 2021 AVERAGE PROCESS TIME - 15.0
2020 0 Goal
$50,000 2021 $8,850,
$0 Goal 8%

$25,940,
22%

CORPORATE RENEWAL Subscription Services $81,268,…
(Non Local Suscriber)
60000 2019 2019 Council Outreach for APRIL
50000 2020 10000 2021
40000 2021 8000 2021 Total number of events hosted - 0
30000 Goal 6000 Goal External events attended by Council - 0
20000 4000 Webinars Hosted by Council - 17
10000 2000 Webinars Attended by Council - 56
0
0 Sourcing Opportunities

NMSDC Total Bid Proposals forwarded to MBE's 142
Total Sourcing Requests - 41
MBE NEW Number of Plans received - 187
(Local Suscriber) Construction Related Opportunities Sourced 101
GC Invitations to Bid - 110

120000

30000 2019 100000 2019
25000 2020 80000 2020
20000 2021 60000 2021
15000 Goal 40000 Goal
10000 20000

5000
0

0
JAN

As of 5/24/2021

DFW MSDC At Work’ Activity Requiring Participation - April 2021

Council Host Certification

1. April 1st, 15th, 20th, & 29th 2021 DFW MSDC Access 2021 Planning

Committee Virtual Meeting. 1. April 1st, 2021 DFW MSDC Re-Certification Webinar.

2. April 1st, 15th, 22nd, & 29th, 021 Weekly DFW MSDC Healthcare 2. April 1st, 2021 DFW MSDC Pre-Certification Workshop Description

Industry Group. Hour crash course into DFW MSDC.

3. April 1st, 2021 DFW MSDC Membership Development Virtual Session. 3. April 6th, 2021 DFW MSDC Re-Certification Workshop.

4. April 6th, 2021 ACCESS 2021 - Marketing Virtual Plan Meeting. 4. April 8th, 2021 2021 Certification Committee Meeting.

5. April 6th, 2021 DFW MSDC New Supplier Orientation. 5. April 8th, 2021 DFW MSDC Re-Certification Workshop.

6. April 7th, 2021 Dallas MBDA CARES ACT "Check in" Teleconference. 6. April 15th, 2021 Re-Certification Webinar.

7. April 8th, 2021 Board of Directors Meeting Teleconference. 7. April 22nd, 2021 Re-Certification Webinar.

8. April 8th, 2021 DFW MSDC Access 2021 Planning Committee Virtual 8. April 29th, 2021 Re-Certification Webinar.

Meeting. 9. April 29th, 2021 D/FW MSDC Pre-Certification Workshop

9. April 8th, 2021 MBDA April Early Morning Business Opportunity Virtual Description Hour Crash Course into DFW MSDC.

Meeting- MBDA Networking Welcomes GSA Administrator Exodie Roe

& City of Irving.

10. April 9th, 16th, 23rd, & 30th, 2021 MBDA | MBDA Cares | & DFW

MSDC Zoom.

11. April 12th, & 26th, 2021 Supplier Diversity - DFW MSDC Introduction

Teams.

12. April 12th, 2021 Inclusive Supply Chain Working Group DFW MSDC

Meeting.

13. April 13th, 2021 Dallas MBDA CARES Act Center Hosts: "How to do

Business With & in the City of Dallas Virtual Event.

14. April 15th, 2021 DFW MSDC / My Business Matches.

15. April 16th, 2021 DFW MSDC Executive Committee Meeting Virtual.

16. April 20th, 2021 DFW MSDC SDPWG & MBEIC Joint Teams Meeting.

17. April 22nd, 2021 D/FW MSDC Supply Chain Sustainability Webinar

Prep Meeting/Dry Run.

18. April 23rd, 2021 DFW MSDC Board of Directors Zoom Meeting.

19. April 23rd, 26th, & 29th, 2021 DFW MSDC Marketing Meeting.

20. April 29th, 2021 Dallas MBDA CARES Act Center Hosts: Virtual

Business Mixer!

Council Meetings Plan Room Acquisition

1. April 1st, 2021 DFW MSDC Membership Development Virtual Session. 1. Plans / Specifications Acquired -187-
2. April 6th 2021 DFW MSDC New Supplier Orientation.. 2. GC Invitations to Bid Sourced -110-
3. April 7th, 2021 Dallas MBDA CARES ACT "Check in" Teleconference. 3. Procurement Opportunities Non-Construction Related Sourced -
4. April 8th, 2021 Board of Directors Meeting Teleconference.
5. April 9th, 16th, 23rd, &, 30th, 2021 MBDA | MBDA Cares | & DFW 86-
4. Architectural/Engineering Opportunities Sourced-15-
MSDC Zoom. 5. New Development Proposed Pre-Construction -25-

6. April 15th, 2021 DFW MSDC / My Business Matches.

7. April 16th, 2021 DFW MSDC Executive Committee Meeting Virtual.

8. April 20th, 2021 DFW MSDC SDPWG & MBEIC Joint Teams Meeting.

9. April 22nd, 2021 D/FW MSDC Supply Chain Sustainability Webinar

Prep Meeting/Dry Run.

10. April 23rd, 2021 DFW MSDC Board of Directors Zoom Meeting

Council Outreach | Inclusion | Attendance

1. April 1st, 2021 D/FW Airport Board Meeting 28. April 16th, & 28th, 2021 AMN’s 100 Diverse Supplier Pledge

2. April 1st, 2021 Fort Worth ISD Session 4 - Professional and Zoom.

Consulting Services + Instructional & Educational Virtual 29. April 19th, 2021 Consultation: Mentoring Program (Plano)

Session. Series.

3. April 1st, 2021 Global Perspectives with Michael Beschloss 30. April 19th, 2021 Vendor Diversity Program.

Virtual Meeting. 31. April 20th, 2021 $100 Million Project.

4. April 1st, 2021 NMSDC FOC Monthly Virtual Meeting. 32. April 20th, 2021 RHCA Economic & Business Development

5. April 5th, 2021 Bank of America Supplier Diversity Relationship Committee Meeting Virtual.

Teams... 33. April 21st, 2021 City of Fort Worth Diversity & Inclusion

6. April 6th, &,20th, 2021 Dallas County Commissioner's Court Department | DFW MSDC Meeting.

Meeting. 34. April 21st, 2021 WHOVA Informational Meeting

7. April 6th, 13th, & 20th, 2021 DFW Capital One Mentoring Program 35. April 21st, 2021 Enterprising Women of Color Level Up! Get

Teams Meeting. in the Million Dollar Mindset.

8. April 6th, 2021 TXBLC 2021 Summit: From Protest to Policy 36. April 22nd, 2021 ePS/DFWMSDC Discussion of NDVSB

Virtual. eMarketplace Go-To-Meeting.

9. April 6th, &, 20th, 21 Strategic Update Teleconference. 37. April 23rd, 2021 Business Equity Advisory Board Meeting.

10. April 6th, 2021 Vistra Supplier Summit Virtual Discussion Zoom. 38. April 23rd, 2021 CPO Discussion Zoom.

11. April 7th, 2021 Flour Where Are The Primes Teleconference. 39. April 23rd, 2021 HUB Talk: Holder Construction Seeks HUB
12. April 7th, 2021 Jayne Agency/DFW (Edited) Proposal
Certified Subcontractors Webinar
Walkthrough. 40. April 23rd, 2021 M/WBE Advisory Committee WebEx
13. April 7th, 2021 National President Meeting Teams Meeting.
14. April 7th, & 30th, 2021 Pre-SBAC Meeting Discussion Meeting.
41. April 26th, 2021 Capital One Mentoring AV Check In
Teleconference. 42. April 26th, 2021 UNT: Access Spot Bid Zoom Meeting.
15. April 8th, 2021 Dallas Meet the Buyers Virtual Event. 43. April 26th, 2021 World Cup 2026 Bid - Stakeholder
16. April 8th, 2021 Watercooler Chat Call with Nasser (Caryn Grant)
Engagement Zoom.
& NMSDC Zoom. 44. April 27th, 2021 BBVA Representative Meeting.
17. April 9th, 2021 Debrief: Opportunity with Vistra Zoom. 45. APEIL 27th, 2021 Conversation with Leadership - April
18. April 9th, 2021 MBDA, Cares & NMSDC Teleconference.
19. April 12th, 2021 Watercooler Chat Call with Aston Carter Edition Virtual.
46. April 27th, 2021 MBEIC/SDPWG Joint Virtual Session What
(Janean Gardner) & NMSDC Zoom.
20. April 13th, & 14th 2021 Dallas ISD Knowledge is Power Business Buying Entities Are Buying g & Need.
47. April 27th, 2021 City of Irving Minority/Women-
Conference Zoom.
21. April 13th, 2021 Dallas Park Board Meeting Room 6FN - Mobility owned Business Enterprise Program Virtual Series.
48. April 27th, 2021 UT System Virtual HUB Contractors
Solutions, Infrastructure and Stability Meeting.
22. April 14th, 2021 Global Perspectives with Claudia Aguirre Training Guide Seminar.
49. April 28th, 2021 2021 Texas Rental Car Supplier Diversity
Webinar.
23. April 14th, 2021 Meet on 2022 Leadership Awards Questions Day-GoToWebinar.
50. April 28th, 2021 DFW Airport MP3R Panel Discussion and
Teams.
24. April 14th, 2021 National Network of MBDA Equities Monthly Networking In Person Event Hyatt Regency DFW Airport.
51. April 28th, 2021 SBA Restaurant Revitalization Fund
Teleconference.
25. April 14th, 2021 Recovering Your Business - Retool, Recover, Application Portal Training.
52. April 28th, 2021 MBEIC Meeting.
Restore- GoToWebinar. 53. April 29th, 2021 Coffee with the CEO featuring Parkland
26. April 14th, 2021 Small Business Advocacy Council Monthly
Health & Hospital System -Virtual Series.
Teams Meeting. 54. April 29th, 2021 Business Toolbox Seminar: Business &
27. April 16th, 2021 UNT MPA Alumni Conference Panel Discussion
Data Security Best Practices.
on Business Development & Diversity Zoom. 55. April 29th, 2021 Watercooler Chat Call with Merakey USA

(Derrick Yacovelli)) & NMSDC Zoom.

1
Dallas/Fort Worth MBDA Business Center
8828 Stemmons Freeway, Suite 550
Dallas, Texas 75247
214-920-2436

Dallas/Fort Worth MBDA Business Center Report through
May 14, 2021

YTD Results/Activities: Three Month Extension (2th month)

Goal Name Actual Goals Work in Progress Report
6 10 12
Number of Awarded Contracts &
Procurements $25,635,902 $17,000,000 $200,000
Dollar Value of Awarded Contracts

Number of Awarded Financial Transactions 35 8

Dollar Value of Financial Transactions $403,818 $9,000,000 $3,000,000
Number of Jobs created 52 47 16

Number of Jobs retained 34 27 8

Number of New Clients Served 90 9 10
Number of Previous Clients Served 14 10 8
3 Month Extension (April 1, 2021 – June 30, 2021)