Executive Board Committee Book

Meaningful Connections…
Impactful Growth

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

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).

D/FW MSDC
Executive Committee

Meeting

August 16, 2019
Time: 7:30 a.m.

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, Inc. accepts no liability with respect to the unauthorized use
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other than strictly business purposes.

8/16/2019 7:30 AM | D/FW MSDC |AUGUST EXECUTIVE COMMITTEE

EXECUTIVE COMMITTEE

John Lozano* | Margo Posey* |Bonnie Clinton* | Rob Simpson* | Monica Menzel * | Eric Imrie* | Betty Manetta*| Terri
Quinton*| Don McNeely* | James Mining*

CONFERENCE CALL- CALL IN NUMBER: (916) 235-1420 ACCESS CODE: 556773 #

Call to Order John

Chair’s Remark’s Monica
Eric and James
July Minutes
Bonnie
July Financials Margo

D/FW Mentor Experience

Council Update
1. Strategic Imperative 1
2. Member Management Tool
3. Capability Statement
4. MBDA
5. NMSDC

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

July 19, 2019

In Attendance PRESENT/ PHONE/ ABSENT

John Lozano Betty Manetta Bonnie Clinton
Margo J. Posey Don McKneely James Estes
Rob Simpson Terri Quinton
Eric Imrie Monica Menzel James Mining

LOCATION/TIME

• Meeting was held as a conference call. The start time was 7:32 a.m.

OPENING

• Mr. John Lozano welcomed the attendees. Opened with comments about the 50th anniversary of landing on the
moon and the analogy of what can be accomplished with teamwork.

MINUTES

• Mr. John Lozano asked to accept minutes. Ms. Bonnie Clinton moved to accept meeting minutes. Ms. Terri Quinton
seconded the motion. Motion carried.

FINANCIALS

• Mr. James Estes reviewed the financials. Mr. Estes informed the Board that the revenue for the YTD period ending
May was $360.8K against a budget of $335.2K. The Expenses actuals were $466.1K against a budget of $508.7K.

• National Dues have been decreased. (Ms. Margo Posey to address in President’s update.)
• No change to forecast or budget is being proposed currently, but being considered for August given expected dues

variances
• Mr. Don McKneely made the motion to accept financials and Ms. Bonnie Clinton seconded. Motion carried.
• Proposal was submitted to update the bank signers. Ms. Terri Quinton made the motion to accept and Eric Imrie

seconded. Motion carried.

CONSENT AGENDA/REPORTS

• Mentoring Experience: Bonnie Clinton provided an update on the Mentoring experience. Will be sending out for
feedback for the August meeting and at that point deciding timing and forum of announcement.

2019 COUNCIL PRESIDENT’S REPORT

• Ms. Margo Posey brought attention to new board roster reflecting all changes to date

• Also reviewed was the capability statement template. This is being sent to all buying entities for inclusion in member
management tool.

• Margo provided overview of MED week and provide MBDA update and congratulated Don McKneely for his service

• Adrienne Trimble (NMSDC president) will be on the “Texas Tour” next week. The reception will be held at JCPenney.
Margo provided HC and schedule for the event. Margo asked for board members to attend at least the early part
of luncheon

• Margo also noted the schedule for the National conference and reminded board of “early bird” registration. It is not
certain if DFW will have a booth due to costs.

• Council rankings are expected shortly.

CLOSING REMARKS

• Meeting adjourned at 8:22 a.m.

Page 2

DFW Minority Supplier Development Council, Inc
Statement of Revenue and Expenses

For the One Month Ended July 31, 2019

ACTUAL BUDGET VARIANCE NUMBER
TO

BUDGET
FAV/(UNFAV)

REVENUE: - - -
Corporate Memberships - New 2,750 15,725 (12,975)
Corporate Memberships- Renewal
Interest Income 319 249 70
NMSDC National Dues - 12,125 (12,125)
NMSDC National Compliance BONUS -
MBE Certification Fees-Renewals-Local - -
MBE Certification Fees-New-Local 25,890 20,700 5,190
MBE Out of Region Subscriber Fees-Renewal 1,350 (150)
MBE Out of Region Subscriber Fees-New - 1,500
Expedite Fees 800 - -
Education Scholarship -
Donation 800 -
Uncategorized - -
-
TOTAL REVENUE 31,109 51,099 -
(19,990)
EXPENSES:
NMSDC Functions 5,204 7,000 1,796
2,046 - (2,046)
NMSDC Town Hall
Software Maintenance 13,937 - -
Certification 1,105 - -
Marketing - 7,083 -
Technology 727 -
Office Expense 1,628 667 (6,854)
Catering Service 655 - (378)
MBDA Office Catering 1,666 667
Printing - 1,042 -
Telecommunication 4,792 - 38
Credit Card Processing 6,429 30 387
Board Installation 1,777 4,792 -
Cartage/Delivery 6,429 30
Outsourcing 2,083 -
Lease-Office Space -
Lease-Equipment/Other 4,860 - 306
Education Scholarship 4,781 6,417 -
Training 33,126 1,667 -
Insurance/Taxes 80,340 44,717 -
Professional Fees 84,320 1,557
Temporary Services (49,231) (3,114)
Salary (33,221) 11,591
3,980
TOTAL EXPENSES 7,296 7,500
(16,010)
NET CURRENT YEAR REVENUE/(LOSS) (41,935) (25,721)
(204)
TOTAL SPECIAL EVENTS REVENUE/(LOSS)
(16,214)
TOTAL CURRENT MONTH NET REVENUE/(LOSS)

James Earl Estes
8/15/2019
11:11 AM

DFW Minority Supplier Development Council, Inc
Statement of Prior Year Revenue and Expenses

For the One Month Ended July 31, 2019

ACTUAL BUDGET VARIANCE
TO

BUDGET
FAV/(UNFAV)

TOTAL CURRENT YEAR NET REVENUE/(LOSS) (41,935) (25,721) (16,214)

PRIOR YEAR PAYMENTS 184 - -
Prior Year Revenue (184) - 184
Prior Year Expense (42,119)
- (184)
TOTAL PRIOR YEAR INCOME/(LOSS)
(25,721) (16,398)
TOTAL NET REVENUE

Notes:

JEstes
8/15/2019
11:11 AM

DFW Minority Supplier Development Council, Inc
Statement of Revenue and Expenses

For the Seven Month Ended July 31, 2019

ACTUAL BUDGET VARIANCE NUMBER
TO

BUDGET
FAV/(UNFAV)

REVENUE: 9,250 18,750 (9,500)
Corporate Memberships - New 109,250 110,352 (1,102)
Corporate Memberships- Renewal 1,253
Interest Income 2,998 1,745 (18,134)
NMSDC National Dues 66,741 84,875
NMSDC National Compliance BONUS -
MBE Certification Fees-Renewals-Local - - 10,776
MBE Certification Fees-New-Local 141,476 130,700
MBE Out of Region Subscriber Fees-Renewal 1,133
MBE Out of Region Subscriber Fees-New 24,133 23,000 6,750
Expedite Fees 15,150 8,400
Education Scholarship 5,700 800
Donation 6,500 2,800 1,750
Uncategorized 4,550
-
TOTAL REVENUE 4,343 386,322 -
384,391 4,343
EXPENSES: (1,931)
NMSDC Functions
20,083 23,500 3,417
NMSDC Town Hall 2,046 (2,046)
Software Maintenance 15,000
Certification 15,000 -
Marketing - 120 -
Technology -
Office Expense 120 55,083 -
Catering Service - 5,227 (6,681)
MBDA Office Catering 4,667 1,066
Printing 61,764 2,078
Telecommunication 4,161 11,666 -
Credit Card Processing 2,589 7,542 4,429
Board Installation 4,500 488
Cartage/Delivery 7,237 60 1,393
Outsourcing 7,054 60
Lease-Office Space 3,107 33,542 -
Lease-Equipment/Other 45,003 -
Education Scholarship 33,542 14,583 660
Training 45,003 -
Insurance/Taxes 13,923 -
Professional Fees 111
Temporary Services 1,389 1,500 2,704
Salary 42,213 44,917 (770)
14,937 14,167 40,741
TOTAL EXPENSES 272,276 313,017 47,650
546,444 594,094
NET CURRENT YEAR REVENUE/(LOSS) 45,719
(162,053) (207,772)
TOTAL SPECIAL EVENTS REVENUE/(LOSS) (51,102)
231,898 283,000
TOTAL CURRENT MONTH NET REVENUE/(LOSS) (5,383)
69,845 75,228

JEstes
8/15/2019
11:11 AM

DFW Minority Supplier Development Council, Inc
Statement of Prior Year Revenue and Expenses

For the Seven Month Ended July 31, 2019

ACTUAL BUDGET VARIANCE
TO

BUDGET
FAV/(UNFAV)

TOTAL CURRENT YEAR NET REVENUE/(LOSS) 69,845 75,228 (5,383)
PRIOR YEAR PAYMENTS
Prior Year Revenue 36,805 - 36,805
Prior Year Expense 13,166 - 13,166

TOTAL PRIOR YEAR INCOME/(LOSS) 23,639 - -
TOTAL NET REVENUE 93,484 75,228
23,639

18,256

Notes:

JEstes
8/15/2019
11:11 AM

DFW Minority Supplier Development Council, Inc
Statement of Revenue and Expenses
Full Year Projection
As of July 31, 2019

REVENUE: ACTUAL FULL YEAR 2019 VARIANCE
Corporate Memberships - New YTD FORECAST APPROVED BUDGET
Corporate Memberships- Renewal
Interest Income July 31, 2019 20,000 BUDGET TO
NMSDC National Dues 189,255 FORECAST
NMSDC National Cpmpliance BONUS 9,250 37,500 FAV/(UNFAV)
MBE Certification Fees - Renewal-Local 109,250 2,993 189,255
MBE Certification Fees - New-Local 125,000 (17,500)
MBE Subscriber Fees-Renewal 2,998 2,993 -
MBE Subscriber Fees-New 66,741 256,500 145,500 -
Education Scholarship 51,300
Expedite Fees - 21,000 256,500 (20,500)
Donation, Marketing Contributions 141,476 7,500 51,300 -
Uncategorized - 21,000 -
24,133 4,550 7,500 -
TOTAL REVENUE 15,150 - -
678,098 2,800 -
6,500 -
- 714,348
1,750
4,550 -
-
(36,250)
4,343
384,391

EXPENSES 20,083 28,100 28,100 -
NMSDC Functions 2,046 2,046 - (2,046)
120 2,000
NMSDC Town Hall 0 1,700 2,000 -
Marketing 1,700 -
Technology 15,000 15,000 15,000 -
Software Maintenance 0 1,000 1,000 -
Training 85,000 -
Office Expense 61,764 85,000 20,000 -
Telecommunication 7,237 20,000 9,000 -
Catering Service 4,161 8,000 -
MBDA Office Catering 2,589 9,000 4,500 -
Board Installation 3,107 8,000 12,500 -
Credit Card Processing 7,054 4,500 -
Cartage/Delivery 0 12,500 300 -
Outsourcing 57,500 -
Lease-Office Space 33,542 300 77,148 -
Lease-Equipment/Other 45,003 57,500 25,000 -
Education Scholarship 13,923 77,148 25,000 -
Insurance/Taxes 25,000 16,000 -
Professional Fees 0 25,000 77,000 -
Temporary Services 1,389 16,000 20,000 -
Salary 42,213 77,000 536,600 (2,046)
14,937 20,000 1,021,348
TOTAL EXPENSES 272,276 536,600 (38,296)
546,444 1,023,394 (307,000)
NET CURRENT YEAR REVENUE/(LOSS)
(162,053) (345,296)

TOTAL SPECIAL EVENTS REVENUE/(LOSS) 231,898 307,000 307,000 -
TOTAL CURRENT YEAR NET REVENUE/(LOSS) 69,845 (38,296) - (38,296)

PRIOR YEAR PAYMENTS 36,805 - - -
Prior Year Revenue 13,166 - - -
Prior Year Expense 23,639

TOTAL PRIOR YEAR REVENUE/(LOSS)

TOTAL NET REVENUE 93,484 (38,296) - (38,296)

JEstes
8/15/2019
11:11 AM

DFW Minority Supplier Development Council, Inc
Balance Sheet
at July 31, 2019

As of As of As of
7/31/2019 12/31/2018 12/31/2017

ASSETS 25,845
108,626
CURRENT: 25,845 25,845
CASH-SPECIAL-BANK OF TEXAS 110,181 109,772 31,975
INVESTMENT/BANK OF TEXAS 440,727
CASH-OPERATING-BANK OF TEXAS 12,838 (454) 201,928
CASH-SWEEP-BANK OF TEXAS 430,539 410,803
CASH-COMERICA BANK MONEY MARKET 202,381 202,231 24,525
CASH-COMERICA BANK CHECKING 25,202
CASH-GREEN BANK MONEY MARKET 24,525 24,525 127,947
INVESTMENT-GREEN BANK 155,355 154,434 53,197
CASH -REGIONS BANK 81,408
INVESTMENT-REGIONS BANK 0 - 72,215
CASH-CHASE CHECKING 53,197 53,197 12,541
CASH-CHASE CHECKING II 81,408 81,408 26,698
CASH-PLAINSCAPITAL BANK MONEY MARKET 71,865 71,982
CASH-CAPITALONE-CHECKING 12,541 12,541 -
CASH-CAPITALONE-SAVING 27,295 77,209 -
INVESTMENT-PLAINSCAPITAL BANK 50,000
PETTY CASH 5,717 - 150
ACCOUNTS RECEIVABLE-MBDA 50,000 - -
ACCOUNTS RECEIVABLE - 49,400
0 150 1,332,384
DEPOSIT-2016 BTTBU BREAKFAST 150 15,931
DEPOSIT-2016 HARD HAT 70,450 1,292
DEPOSIT-2016 GOLF AND TENNIS 0 1,310,024 7,680
DEPOSITS-2011 LEASE DEPOSIT 88,130 4,237
DEPOSIT 2019 ACCESS 1,351,967 -
DEPOSIT-2019 TOP GOLF (APRIL AND AUGUST) - -
DEPOSIT-2019 HARD HAT 0 -
PREPAID EXPENSES-TOWER CLUB 3,906 1,345,593
PREPAID EXPENSES 1,000
0 7,811 10,000
7,284 -
-
- -
-
TOTAL CURRENT ASSETS 1,355,873 1,318,835
65,012
FIXED ASSETS: 48,796 48,796 15,150
SOFTWARE-CSC -
EQUIPMENT & FURNITURE PRE-1991 65,810 - -
EQUIPMENT & FURNITURE -1999 65,448 - (66,797)
EQUIPMENT, FURNITURE, & FIXTURE-POST 1999 (66,797) - 23,365
FURNITURE & FIXTURES 2011 113,257
FURNITURE & FIXTURES 1,469,130 65,812 1,368,958
EQUIPMENT & COMPUTERS 36,561
COMPUTER EQUIPMENT 2014 123,727
LESS: ACCUMULATED DEPRECIATION - 21,787
(66,797)
TOTAL ASSETS 84,372 1,130,287
93,157
1,403,207
1,368,958
LIABLITIES & FUND BALANCE
1,368,958
LIABILITIES

PREPAID FEES/DUES 300,909 226,818
ACCOUNTS PAYABLE 59,160 62,404

FUND BALANCE: 1,015,577 1,138,100
BEGINNING FUND BALANCE 93,484 (24,115)
NET REVENUE/(LOSS)
1,469,130 1,403,207
TOTAL LIABILITIES & FUND BALANCE
1,469,130 1,403,207

Footnotes:

James Earl Estes
Date

11:11 AM]

DFW Minority Supplier Development Council, Inc
Statement of Special Event Funds
07/31/19

For the One Month Ended July 31, 2019 Awards Banquet Golf & Hard Hat Annual MBEIC QUARTERLY BTTBU BTTBU ACCESS Fort Supplier MINI Top Total
Tennis Meeting BUYERS Breakfast Scholarship Worth Diversity Meeting Golf
Funds Received Classic Exchange Sessions Sponsor 23,395.00
Event fees LUNCHEON -
Grants 6,700.00 -
Discount Packages 465.00 75.00 16,155.00 -
Accounts Receivable -
- 6,700.00 - - 465.00 75.00 - - 16,155.00 - - - -
Total funds received 15,050.00 462.00 23,395.00
Disbursements - - - 587.00 - -
Event expense - 15,050.00 - - 462.00 75.00 - -
- 587.00 - 16,099.00
Total disbursements - (8,350.00) - 3.00 -
Excess Funds Over - 15,568.00 - - -
16,099.00
Disbursements
7,296.00

JEstes
8/15/2019
11:11 AM

DFW Minority Supplier Development Council, Inc
Statement of Special Event Funds
07/31/19

For the Seven Month Ended July 31, 2019 Awards Banquet Golf & Hard Hat Annual MBEIC QUARTERLY BTTBU BTTBU ACCESS Top Total MBDA
658.00 Tennis Meeting BUYERS Breakfast Scholarship Golf (4/1/2019-
Funds Received Classic 147,988.00 5,710.00 03/31/2020
Event fees 40,500.00 LUNCHEON
Grants 7,800.00 47,400.00 5,710.00
Discount Packages 55,637.00 925.00 3,652.00 5,000.00 85,825.00 7,812.00 227,370.00 -
Accounts Receivable 9,400.00 7,812.00 - 95,000.00
17,150.00 5,500.00 4,500.00
Total funds received - 124,450.00 -
Disbursements 85,825.00
Event expense 41,158.00 17,200.00 72,787.00 - 925.00 3,652.00 5,500.00 9,500.00 281,213.00 - 95,000.00
11,400.00 15,050.00 20,972.00 513.00 13,410.00 10,272.00 126,318.00 -
Total disbursements 437,645.00
Excess Funds Over 11,400.00 15,050.00 20,972.00 - 513.00 13,410.00 10,272.00 - 126,318.00 - 94,358.00
-
Disbursements 205,747.00
- 94,358.00
YTD Budget
YTD Favorable (Unfavorable) 205,747.00

2019 FORECAST 29,758.00 2,150.00 51,815.00 - 412.00 (9,758.00) (4,772.00) 9,500.00 154,895.00 (2,102.00) 231,898.00 642.00
2019 ORIGINAL BUDGET 115,000.00 12,000.00 50,000.00
(500.00) (8,000.00) (1500.00) 135,000.00 5,000.00 307,000.00
115,000.00 12,000.00 1,815.00
115,000.00 12,000.00 50,000.00 (500.00) (8,000.00) (1500.00) 19,895.00 5,000.00 307,000.00
50,000.00 135,000.00

(500.00) (8,000.00) (1500.00) 135,000.00 5,000.00 307,000.00

JEstes
8/15/2019
11:11 AM

Dallas/Fort Worth Minority Supplier Development Council, Inc
List of Financial Institutions
2019

7/31/2019 MATURITY DATE CD/ACCT # APY
25,845 November 16, 2019
CASH-SPECIAL-BANK OF TEXAS 7140050994 0.75%
INVESTMENT-BANK OF TEXAS 110,181 ONGOING
CASH-OPERATING-BANK OF TEXAS 12,838 8286858859 2.20%
CASH-SWEEP-BANK OF TEXAS
430,539
CASH-COMERICA BANK MONEY MARKET 579,403
CASH-COMERICA BANK CHECKING 202,381
INVESTMENT-COMERICA BANK
24,525
CASH-CHASE CHECKING -
CASH-CHASE CHECKING II
226,906
INVESTMENT/REGIONS BANK 71,865
CASH-BUSINESS MONEY MARKET 12,541
CASH -REGIONS BANK 84,406
50,241
CASH-PLAINSCAPITAL BANK MONEY MARKET 31,167
53,197
CASH-GREEN BANK MONEY MARKET
134,605
CASH -CAPITALONE CHECKING 27,295
CASH-CAPITALONE SAVINGS 27,295

155,355
155,355

5,717
50,000
55,717

1,263,687

Dallas/Fort Worth Minority Supplier Development Council, Inc
Receivables Average DOS Report
2019

Name Amount 1-30 2019 61-90 91-120 121-Over
2018 E AWARDS 2,305.00 0.00 2,305.00
2019 ACCESS 85,825.00 31-60 0.00 0.00
88,130.00 0.00 0.00 2,305.00
0.00 0.00
85,825.00
0.00

Dallas/Fort Worth Minority Supplier Development Council, Inc
2020 Proposed Budget

2019 2019 Outlook 2020 BUDGET ASSUMPTIONS
Original (7 Months Proposed
Budget Actual + 5
Months Budget
Budget)

REVENUE: 37,500 30,000 30,000 james earl estes
margo j posey
Corporate Memberships - New 189,255 180,155 Projecting 95% Retention (2019 New $ 20,000 + 8/15/2019
2,993 4,248 190,147 Renewal $180,155 = $200,155 * .95) 11:03 AM
Corporate Memberships- Renewal
Interest Income 145,500 125,000 5,500
- -
NMSDC National Dues 130,000 Projecting NMSDC Allocation of $10,833 per month
NMSDC National Compliance BONUS 256,500 256,501 0 Bonus are not Budgeted
51,300 50,383
MBE Certification Fees - Renewals 7,500 7,500 Projecting 85% Retention ( 2019 MBE New $50,000 +
MBE Certification Fees - New 260,525 MBE Renewal $256,500 = $306,500 * .85)
MBE Subscriber Fee - New 21,000 21,000
2,800 4,550 53,000
MBE Subscriber Fees - Renewals 7,500
Expedite Fees 714,348 679,337 Projecting 75% Retention (2017 New $7,000 + Renewal

TOTAL REVENUE 28,100 32,933 24,000 $20,000 = $27,000 * .75)
EXPENSES 2,046 4,500
NMSDC Functions 2,000 1,120
1,700 850 705,172
NMSDC TOWN HALL
Marketing 15,000 15,000 30,000
Technology 1,000 500 0
0
Software Maintenance 85,000 84,683 0
Training 20,000 15,572 Required Maintenance of Software Annual
Office Expense
Telecommunication 9,000 7,799 15,000 Maintenance
8,000 5,890
Catering 4,500 3,107 85,000
MBDA Office Catering 18,000
Board Installation 12,500 12,265
300 150 7,000 Aligned catering & monthly breakfast moved to MBDA
Credit Card Processing 3,000 MBDA Funds cannot be allocated to Food
Cartage Construction 57,500 57,498 3,000
Outsourcing
77,148 77,148 14,000 Increase Online payments for Certification and Events
Lease-Office Space 25,000 24,342 200
Lease-Equipment/Other 25,000 25,000
Education Scholarship 16,000 15,000 60,000
Insurance/Taxes 77,000 74,293 Annual lease increase $6,429 1st 5 months, $6,668
Professional Fees
78,821 Last 7 months
26,000
25,000
16,000
75,000

Dallas/Fort Worth Minority Supplier Development Council, Inc
2020 Proposed Budget

Temporary Services 20,000 23,272 20,000
Salary * 536,600 495,858 536,000
1,021,348 974,326 1,012,021
TOTAL EXPENSES
(307,000) (294,989) (306,849)
NET CURRENT YEAR REVENUE/(LOSS)
SPECIAL EVENTS 50,000 51,815 52,000
Hard Hat 135,000 135,000 135,000
ACCESS
Golf & Tennis Classic 12,000 12,000 12,000
Awards Banquet 115,000 115,000 115,849
Top Golf
BTTBU 5,000 (2,102) 0
MBEIC (1,500) (1,500) (1,500)
QTR Luncheon
TOTAL SPECIAL EVENTS (500) (500) (500)
NET GAIN/(LOSS) (8,000) (8,000) (6,000)
307,000 301,713 306,849
6,724
0 0

james earl estes
margo j posey
8/15/2019
11:03 AM



















MBEIC AUGUST 2019 REPORT

MBEIC’s Second Chair, Pamela Nelson, participated during the new member orientation on
August 6, 2019 sharing information about MBEIC’s role and importance of networking and
providing input to our committee.

July 17 – MBE to MBE Networking Mixer

The MBEIC leadership held an MBE to MBE mixer at Smokey John’s Barbeque in Dallas. Smokey
John’s owner is an MBE and certified through the D/FW MSDC. The MBEIC leadership want to
highlight our MBE’s and will continue to support our members when we do MBE to MBE
networking event.

The following are the various industry group MBEs that participated:

ATTENDEES BY THE NUMBERS 3
Warehouse 6
Construction 3
Telecom 6
Health 3
Marketing 6
Technology 7
Other
Retail 2

TOTAL ATTENDEE 36

Per our surveys and attendee direct feedback, the event was a great opportunity for MBEs to
interact on a more personal level and be inclusive of all attendees. Attached please find survey
results of event. The following are key highlights from event:

1. Terri Quinton explained the 5-word pitch to attendees. Every attendee was given the
opportunity to present.

2. MBEs participated in an ice breaking scavenger hunt and prices were provided.
3. Betty & Traci led the discussion regarding the Opportunity Board. Where we asked our

MBE’s to please share any upcoming opportunity they may have or know where we can
partner and leverage relationships.
4. Beck was a Corporate Representative that participated in event.

Upcoming Events:
August 28th – Native American Business Association Vendor Fair
September 25 – MBEIC/SDPWG Joint Meeting (Immediately following Quarterly Buyer’s
Luncheon)

IT 1 Industry
Healthcare
Construction 3
Insurance
Accounting 2 4
Telecomm 2 3
Supply Chain
Staffing 22
Sales Development 31
10
Local
National 3
Regional
International 1
Global
18
Class I
Class II Service Area
Class III
Class IV 10

NOTES: 8
36 Attended
18 Respondents 6
40 RSVP
44
COMMENTS:
82

20

1 Local National Regional International Global

3 Series1
18

11 MBE Class
4 15
1 10
2

18 5

0

Class I Class II Class III Class IV

Series1

Question 1 Strongly Agree 16
Agree 2
Neither Agree or Disagree
Disagree 18
Stongly Disagree

Usefulness of Event

18 Agree Neither Agree or Disagree Stongly Disagree
16 Disagree
14
12 Question 1
10

8
6
4
2
0

Strongly Agree

Question 2 Strongly Agree 8
Agree 9
Neither Agree or Disagree 1
Disagree
Stongly Disagree 18

Received Useful Leads & Feedback

10 Agree Neither Agree or Disagree Stongly Disagree
9 Disagree
8
7
6
5
4
3
2
1
0
Strongly Agree

Question 2

Question 3 Strongly Agree 14
Agree 4
Neither Agree or Disagree
Disagree 18
Stongly Disagree

Usefulness of Networking

16 Agree Neither Agree or Disagree Stongly Disagree
14 Disagree
12
10 Question 3

8
6
4
2
0

Strongly Agree

Question 4 Strongly Agree 14
Agree 3
No Response 1
Disagree
Stongly Disagree 18

Accommodations Were Conducive to Meet

16 Agree No Response Disagree Stongly Disagree
14 Question 4
12
10

8
6
4
2
0

Strongly Agree

Question 5 Strongly Agree 16
Agree 1
No Response 1
Disagree
Stongly Disagree 18

Willingness to Attend Future Events

18 Agree No Response Disagree Stongly Disagree
16
14
12
10

8
6
4
2
0

Strongly Agree

Question 5

INPUT FROM PARTICIPANTS

Feature MBE Event with Q&A session
Volunteering efforts in local community
RFP Process walk through
Information regarding DBE and advantages
MBE to MBE learning and development
MBE outreach/new member efforts

D/FW MSDC At Work’ Activity Requiring Participation July 2019

Council Hosted Certification

1. July 1st, 2019 GSF Fire & Safety Monthly Meeting 1. July 11th, 2019 Certification Committee Meeting
2. July 9th, 2019 NABA Kickoff Meeting. 2. July 11th, 2019 Pre-Certification workshop.
3. July 10th & 17th & 31st 2019 8a Certification Class 1 - Class 2. - Class 3 3. July 19th, 2019 Re-Certification Orientation.
4. July 10th, 2019 MBDA Business Center Monthly Meeting.
5. July 12th, 2019 Financial Workshop. Plan Room Acquisitions
6. July 15th & 31st 2019 Strategic Imperative 1 Web Meeting.
7. July 16th & 30th 2019 Standing MBEIC Meeting
8. July 17th, 2019 Public Policy Briefing.
9. July 17th, 2019 Insperity Education Program for CEOs & CFOs Meeting
10. July 17th, 2019 MBE 2 MBE Mixer (Dallas, TX).
11. July 18th, 2019 MBDA Business Center Monthly Breakfast Meeting

12. July 31st, 2019 2019 Manhattan Construction Management Institute Program 6th
Series

Council Meetings

1. July 2nd, 2019 D/FW MSDC New MBE Supplier Orientation. Plans / Specifications Acquired -181
2. July 8th, 2019 D/FW MSDC Inclusive Supply Chain Working Group Meeting. GC Invitations to Bid Sourced - 102
3. July 19th, 2019 D/FW MSDC Executive Committee Meeting. Procurement Opportunities Non-Construction Related Sourced - 15
4. July 26th, 2019 D/FW MSDC Full Board Meeting Architectural/Engineering Opportunities Sourced - 4
Construction News Development/Proposed - 5 -
Requiring Participation
1. July 9th, 2019 NABA Kickoff Meeting. 20. July 12th, 2019 City of Arlington Microenterprise Technical
2. July 10th & 17th & 31st 2019 8a Certification Class 1 - Class 2. - Class Assistant Program

3 21. July 16th & 30th 2019 Dallas County Commissioner's Court
3. July 10th, 2019 MBDA Business Center Monthly Meeting. Meeting.
4. July 12th, 2019 Financial Workshop.
5. July 15th & 31st 2019 Strategic Imperative 1 Web Meeting. 22. July 16th, 2019 RFP Linked - The Procurement Network Demo.
6. July 16th & 30th 2019 Standing MBEIC Meeting 23. July 17, 2019 City of Cedar Hill M/WBE Outreach Event
7. July 17th, 2019 Public Policy Briefing. 24. July 17th, 2019 NTTA Board of Directors Meeting (Plano, TX)
8. July 17th, 2019 Insperity Education Program for CEOs & CFOs 25. July 18th, 2019 AECOM | Hunt

Meeting Architects/Engineers/Contractors/Suppliers Subcontractor
9. July 18th, 2019 MBDA Business Center Monthly Breakfast Meeting Open House! (Dallas, TX).
10. July 31st, 2019 2019 Manhattan Construction Management Institute 26. July 18th, 2019 NTTA CIP Cooperative Inclusion Plan (Plano,
TX).
Program 6th Series 27. July 18th, 2019 MBDA MED Week.
28. July 18th, 2019 SBDC North Texas Doing Business with the
11. July 1st, 2019 DCCCD MBE/MWBE Advisory Committee Meeting El City of Dallas – Bill; J. Priest Campus (Dallas, TX).
Centro West Campus (Dallas, TX).
29. July 23rd, 2019 City of Arlington Supplier Meet & Greet.
12. July 3rd, 2019 President’s Call. 30. July 24th, 2019 The BECK Group EJ Smith American Airlines
13. July 5th, 2019 AISD & City of Arlington Monthly Meeting (Arlington,
Hospitality Complex MWBE Participation Plan (Fort Worth,
TX). TX).
14. July 9th, 2019 DFW Airport Business Opportunity Fair 31. July 24th, 2019 ABCC | DFWMSDC | NCTRCA-TCCD |
Certification Boot Camp" (Arlington, TX).
(Teleconference). 32. July 24th, 2019 7th Annual D/FW MSDC & Fort Worth I.S.D.
15. July 9th, 2019 City of Fort Worth Certification Training for Minority, Vendor Fair" (Fort Worth, TX).
33. July 24th, 2019 CVS Construction Event (Irving, TX).
Women, Small, or Disadvantaged-Owned Business Enterprises 34. July 25th, 2019 DART Minority Business Outreach Partners
and other Federal Certifications Quarterly Meeting
16. July 10th, 2019 Dallas ISD Understanding the Request for Proposal 35. July 25th, 2019 NMSDC Supplier of the Year - National
Process (Webinar). Selection Committee Meeting
17. July 10th, 2019 DART Small Business Advocacy Council Monthly 36. July 29th, 2019 DFW Headquarters Terminal F Discussion
Meeting (Dallas, TX). (DFW Airport).
18. July 10th, 2019 Goldman Sachs 10,000 Small Business 37. July 31st, 2019 Runways to Business City of Dallas – Dallas
Informational (GoToWebinar). Live Field Vendor Day with DFW Airport (DFW Airport, TX).
19. July 10th, 2019 NTTA Business Diversity Department Second
Wednesday Business Chat.

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
Q1 August 14, 2019

YTD Results/Activities: Year 4 – (2nd Quarter) (5th month)

Goal Name Actual Goals Work in Progress Report
10 41 35
Number of Awarded Contracts &
Procurements $21,054,657 $65,000,000 $29,000,000
Dollar Value of Awarded Contracts

Number of Awarded Financial Transactions 9 23 7

Dollar Value of Financial Transactions $5,701,234 $36,000,000 $23,000,000
Number of Jobs created 25 188 76

Number of Jobs retained 33 110 64

Number of Clients 10 38 23