Learning path · I'm shaping a contract, grant, or solicitation

Procurement or contract equity review

You are shaping a contract, grant, or procurement and want equity, accessibility, and language access built into the solicitation, evaluation, terms, and monitoring.

By the end, you will have a procurement equity record: who the service reaches, requirements in the solicitation, evaluation criteria, contract reporting and access terms, monitoring by community, and the partners who own the rules.

Leading equity work and changing systems

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Your path

Six steps to work through in order

Place the questions in the right stageUse Ask to work through what belongs in the solicitation, the criteria, the terms, and the monitoring. Procurement rules belong to your contracts office.Ask a question
Consider community contextIf relevantIf the service reaches particular Minnesota communities, read the relevant briefs for access and trusted partners.Explore Minnesota Communities
Choose practical resourcesUse the procurement equity aid and the equity review canvas.Equity in contracts, grants, and procurement · Operational equity review canvas
Draft your procurement equity recordComplete the record. Leave out vendor-identifying and confidential procurement details. Use the downloaded checklist to write your answers in a tool you normally use. This page does not save them.
Review your workConfirm requirements are in the solicitation, criteria are written, reporting shows who is served with small-group protection, and the contracts office reviewed it.
Take it to the right peopleBring the record to your contracts or procurement office and your Equity Director before the solicitation is final. DSD staff can also request a consultation.Find the right person

Make the work meaningful

What a useful result looks like

Still needs work:

An equity clause added after award
Preferences that are never scored
Reporting that cannot show who was served

Ready to use:

Requirements and criteria are in the solicitation
Reporting is disaggregated with protection
The contracts office reviewed it before release

Privacy: Do not include confidential procurement details or vendor-identifying information. This page does not save your answers or progress. Notes saved through an earlier version may still be in this browser's site data; this page does not show or delete them.

Published checklist

Procurement equity record

Browse and download only. This published checklist is not a form. Staff notes are not saved here.

Browse and download only. This checklist is published from the knowledge base. Staff notes are not filled in or saved on this page.

Solicitation or contract name and stageIn the published checklist
Who the service reaches and who delivers itIn the published checklist
Communities, languages, disabilities, and places; providers who could deliver but rarely win.
Requirements in the solicitationIn the published checklist
Accessibility, language access, engagement, and workforce expectations stated as requirements.
Evaluation criteriaIn the published checklist
Written criteria for experience with communities served, accessibility practice, and workforce practice.
Access in the application process itselfIn the published checklist
Plain language, an accessible format, a person to contact, and time to respond.
Contract reporting and monitoringIn the published checklist
What the contract reports by community with small-group protection, and how access problems get fixed during the term.
Who reviewed thisIn the published checklist
Contracts office, Equity Director, program owner, and community partners.
What you chose not to assumeIn the published checklist
About who can apply and who is served.
Sources and their authority labelsIn the published checklist
Procurement rules and policy sources, labeled.
Who owns each follow-upIn the published checklist
Monitoring review dateIn the published checklist

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Procurement or contract equity review

You are shaping a contract, grant, or procurement and want equity, accessibility, and language access built into the solicitation, evaluation, terms, and monitoring.

Six steps to work through in order

Place the questions in the right stageUse Ask to work through what belongs in the solicitation, the criteria, the terms, and the monitoring. Procurement rules belong to your contracts office.Ask a question

Consider community contextIf relevantIf the service reaches particular Minnesota communities, read the relevant briefs for access and trusted partners.Explore Minnesota Communities

Choose practical resourcesUse the procurement equity aid and the equity review canvas.Equity in contracts, grants, and procurement · Operational equity review canvas

Draft your procurement equity recordComplete the record. Leave out vendor-identifying and confidential procurement details. Use the downloaded checklist to write your answers in a tool you normally use. This page does not save them.

Review your workConfirm requirements are in the solicitation, criteria are written, reporting shows who is served with small-group protection, and the contracts office reviewed it.

Take it to the right peopleBring the record to your contracts or procurement office and your Equity Director before the solicitation is final. DSD staff can also request a consultation.Find the right person

What a useful result looks like

Still needs work:

An equity clause added after award

Preferences that are never scored

Reporting that cannot show who was served