EFC MWBE compliance · New York

Your MWBE package, built the way EFC reads it.

On an EFC-funded water or sewer job you either hit the MWBE goal or document the effort you made trying. We build that record: a certified-directory search for every line on your schedule of values, the solicitations that go with it, and the log in EFC’s format. Low bidder with 48 hours on the clock? That is the clock we work to.

Most low bidders get about 48 hours after the bid opening. That is not a research project — it is a format problem.

Searches · solicitations · logs · utilization plan drafts · monthly reporting
The problem

Packages rarely come back for lack of effort. They come back for format.

A compliance specialist reading your package is checking whether it was built the way their process expects. When it was not, the effort you really made is invisible to them. These are the things that send a package back.

The wrong directory

Searches run against a chamber list, a trade association roster, or a general web search instead of the New York State certified MWBE directory. Only the state directory shows certification status, and that status is the whole point.

No commodity codes

A search with no NAICS or NIGP code attached is a keyword search. The record has to show which codes were used for which work task, because that is what proves you looked for the trade you actually needed.

Location and region left on the default

A statewide search with no work region or county set does not show you looked for firms who could reach your site — and a reviewer can tell at a glance that the parameters were never touched.

One search for the whole job

The searches have to follow the schedule of values. One search covering “site work” does not document the pipe, the stone, the restoration, the trucking and the paving as separate opportunities — and separate opportunities is how the goal gets measured.

Self-performed lines treated as exempt

A line you intend to do with your own crew still has to be searched and recorded. Skipping it because you were never going to sub it is one of the most common reasons a package gets sent back for more work.

One unlabeled PDF

Ninety pages of screenshots in a single file with no index makes the reviewer do your filing. Each search belongs in its own labeled PDF, named so anyone can match it to the line it covers without asking you.

Ads and e-mail logs instead of searches

Plenty of outreach services will send notices and hand you delivery logs. Those are useful, and they are not the same as directory searches run per line with codes and parameters — or as the solicitation log in the format the review expects. A package with only the logs still bounces.

Nothing recorded about the responses

Who answered, who declined, who never replied, what their number was and why it was not used — that is the part that turns outreach into a good-faith-effort record. Missing responses read as missing effort.

How it works

Four steps, and three of them are ours.

1 · Send us the job

Bid documents or the contract, the schedule of values, the MWBE goal out of the specs, and your bid or award date. Upload it on this page. If you already ran searches or sent notices, send those too — we build on them instead of starting over.

2 · We search, line by line

Every work task and every material on the schedule of values gets its own search of the state certified directory, with the NAICS and NIGP codes and the location and work-region parameters set for that line. Each search is saved as its own PDF, labeled to the line, with an index up front.

3 · We solicit and log

Task-specific quote requests go out to the certified firms the searches found, by e-mail and by fax, with the scope and the requirements for that line — never your contract value. Every send, every response, every decline and every silence goes into the solicitation log in EFC’s format.

4 · You review and submit

The package comes back to you organized and indexed. You check it against your own records, sign it, and file it with EFC under your company’s name. We do not submit on your behalf and we do not sign anything for you.

Packages

Pick the one that matches your clock.

Flat prices, not hourly. One job, one package. If you are not sure which one you need, say so on the order and we will tell you before we start anything.

Most contractors start here

EFC Search & Solicitation

$750

The core package, and the part outreach services do not do. Every line on your schedule of values searched, solicited and logged, assembled in the order a reviewer reads it.

  • A directory search for every line. Each work task and material on the schedule of values searched in the New York State certified MWBE directory — not a general web search.
  • Codes on every search. NAICS and NIGP commodity codes selected per line, with the location and work-region parameters set for your site, and the parameters recorded alongside the result.
  • One labeled PDF per search. Named to the line it covers, with an index page so a reviewer can follow the package without calling you.
  • Self-performed lines included. Searched and documented like every other line, because that is where packages get sent back.
  • Task-specific solicitations. Quote requests by e-mail and by fax carrying the scope and requirements for that line — your contract value never goes out to a sub.
  • The solicitation log in EFC’s format. Every firm, every code, every send, and every response, decline or silence recorded against the line it belongs to.
  • Empty results documented, not skipped. A line with no certified firms is a result worth having — saved, labeled and logged with the codes and parameters used.

48-hour rush: +$250. For the low bidder on the clock. Tell us your deadline in the order and we work to the hour, not to a business day.

Outreach & Logs

$250

Notices out and delivery proof back. The lighter option when the searches are already done, or when you want the invitations running while you decide on the rest.

  • Bid notices written for your job
  • E-mail and fax invitations to certified MWBE firms
  • 30 certified firms included
  • Delivery logs for every send

Additional firms: +$100 per 30. Tell us how many blocks you want on the order.

Submission Drafts

+$750

An upgrade on the search package, for when you would rather not write the forms. We draft them from your company details and the sub and supplier values you negotiated.

  • MWBE Utilization Plan drafted
  • Waiver request form drafted
  • The explanation letter, written to the record
  • Everything consistent with the searches and the log

You review, verify, sign and submit the final documents. We do not submit for you and we do not sign anything on your company’s behalf.

Monthly MWBE Reporting

$150/mo

The part that gets forgotten after award. Monthly reporting for the life of the job, from your payment records, so the numbers you file match what you actually paid.

  • Monthly report prepared for your review
  • Paid-to-date tracked against the plan
  • A heads-up when you drift off the goal
  • Cancel any month, no term

Billed monthly from the month you start. Add it on the order or later.

What we need from you

Five things, plus one if you want the drafts.

Upload what you have with the order. Missing one item does not stop us starting — we will tell you exactly what is holding the package up.

Straight answers

The questions contractors actually ask.

How fast is it?

Standard turnaround is five business days from the time we have your documents. With the 48-hour rush we work to the deadline you give us, including evenings and weekends — put the exact date and hour in the notes so there is no guessing.

If your clock is tighter than 48 hours, order the rush anyway and say so. We will tell you within the hour whether we can land it, and we will not take the job if we cannot.

Who submits the package to EFC?

You do, under your own company’s name. We build the searches, the solicitations, the log and — if you take the upgrade — the drafts of the forms. You review them, verify that they match your records, sign them and file them.

We do not submit on your behalf, we do not sign for your company, and we do not represent you to the agency. The certifications on those forms are yours to make.

Is this approved by EFC?

No, and nobody can sell you an approval. EFC’s compliance staff decide every package on its own merits, and we do not promise an outcome.

What we sell is a package built to the format and the level of detail those reviews look for: searches per line, codes and parameters recorded, PDFs labeled and indexed, responses logged. That is what we control, and it is what usually separates a package that moves from one that comes back.

What if there are no certified firms for a line?

That happens often, and it is a documentable result rather than a hole in your package. The search still gets run, saved, labeled and logged, with the codes and the parameters used recorded next to the empty result.

A line with a documented empty search supports your good-faith-effort record. A line with no search at all is what gets a package sent back.

What about the work we self-perform?

It gets searched and documented like everything else. Intending to do a line with your own crew does not take it out of the record, and treating it as exempt is one of the most common reasons a package is returned for more work.

Whether you ultimately sub it is your call — the record just has to show the opportunity was looked at.

Do the subs you contact see our numbers?

No. Solicitations carry the scope of work and the requirements for that line only — the specs, the quantities, the site, the insurance and the dates. Your contract value, your bid number and your margins never leave our side.

We already paid someone for outreach. Is this a do-over?

No — send us what they produced. Ads, notices, delivery logs and call sheets all go into the record. What we add is the part that is usually missing: the per-line directory searches with codes and parameters, and the solicitation log in EFC’s format with the responses recorded.

Do you work outside EFC jobs?

The format here is built around EFC-funded clean water and drinking water work, which is where the reviews are strictest. If you have MWBE or DBE goals on a different New York program, send the job over — we will tell you honestly whether the same package fits before you order.

Start an order

Send the job. We’ll confirm before we start.

Nothing is charged here. We read what you send, confirm the package and the price by e-mail, and start when you say go. If we think you need a different package than the one you picked, we will say so first.

Who you are
The package is delivered here.
Best number if we hit a question on a deadline.
The job
As it reads on the bid documents.
Sets the work region on the searches.
On a 48-hour clock? Put the exact deadline in the notes.
Leave blank if you want us to pull it from the specs.
Package
Your documents

Or drag them here. Bid documents, schedule of values, spec section, prior searches or logs.
PDF, XLSX, DOCX, CSV, TXT, ZIP or images — up to 25 MB per file, 12 files.

    Anything else
    One-time total$750
    Nothing is charged on this form. We confirm the package and the price by e-mail before any work starts.

    Iron & Oak Industries prepares documentation. You review, verify, sign and submit everything that goes to EFC under your own company’s name. We are not a law firm, we do not represent you to the agency, and no approval or acceptance of any package is promised. See our Terms and Privacy Policy.