Buy-Invest & Hire-Give Initiative Self-Assessment Tool

Thank you for taking the Buy-Invest & Hire-Give Initiative Self-Assessment Tool.

As part of the BIG (Buy Invest Give) local initiative of the Insight Center for Community Economic Development, this survey will help us analyze the current procurement, hiring, investment, and philanthropic practices and identify opportunities to increase our collective support to the local East Bay community.

Many of these questions are pulled directly from, or are edited versions of questions from the B Corp Assessment, a rigorous tool that measures the social and environmental impact of a business. Much gratitude to the folks at B Corp for their assistance and for providing this valuable tool to the world.

Your answers will be compiled with others to help researchers understand investment in our local economy. No individual answers will be identified in our analysis.

This survey should take 30-60 minutes.

Note that you will need to have your organization's budget on hand to complete this survey.

Contact Information

First Name *

Last Name *

Organization / Company *

Job Title / Position *

Street Address for Primary Location *

City *

County *

State *

Zip Code *

Neighborhood *

Email Address *

Phone Number *

If you have offices in cities other than the one listed above, please list those cities below. If no, enter None. *

Basics

Which of the following best describes your organization/company? *

For-profit business

Non-profit organization

Foundation

Other Other

Number of employees and contractors

	#
Full-time employees	#
Part-time employees	#
Contractors	#

Does your organization have its own definition of local, with respect to hiring, purchasing, investing and giving? *

Yes

No

Please provide your organization's definition(s) of local for these purposes. *

Feel free to share any principles or philosophies around procurement, investment, giving, and hiring that guides your organization/company

Definition of Local

For the purposes of this survey, we define local as within Alameda and Contra Costa Counties. Local businesses are businesses that are headquartered in one of these counties and in which 50% or more of the owners or executive team are residents of the counties.

Please describe 1) how your organization reviews and improves its local hiring, procurement and investment practices, and 2) how often. If there is no review of practices, type None. *

Does the majority (over 50%) of your organization's executive team and board live in Alameda County or Contra Costa County? *

Yes

No

Don't Know

Procurement

Which of the following local purchasing practices does your organization/company employ? Mark all that apply. *

Written local purchasing policy in place

Preference at each facility to purchase from local suppliers

Ready-to-use lists of preferred local suppliers/vendors for specific facilities

Other (please describe) Other (please describe)

Does your organization/company provide technical assistance/capacity building or offer other services to help local small-scale suppliers do business with you? *

Yes

No

Please tell us more about your small-scale supplier program(s). *

Tell us about your Significant Suppliers - what type of business(es) are they? * 🛈

What % of your Significant Suppliers are locally-owned? *

How much did your company/organization spend ($) on goods (office supplies, raw materials, food, furniture, etc.) and services (janitorial, graphic design, attorneys) in 2014? *

What % of your budget for these goods and services was spent at independent businesses located within Alameda County or Contra Costa County? *

<25%

25-49%

50-74%

75-100%

Hiring

What was your total annual payroll ($) as of January 1, 2015? *

What % of your payroll went to employees that live in Alameda or Contra Costa County? *

<25%

25-49%

50-74%

75-100%

What was your total budget ($) spent on independent contractors in 2014? *

What % of your independent contractor budget was paid to contractors based in Alameda or Contra Costa County? *

<25%

25-49%

50-74%

75-100%

Which of the following local hiring policies does your organization/company have in writing? * 🛈

Hiring and recruiting local managers

Hiring and recruiting local employees

Hiring individuals with barriers to employment (see ? for definition)

Incentives for staff to live near local organization/company facility

No written local hiring policy in place

Other (please describe) Other (please describe)

Do you have contracts or relationships that dictate your hiring priorities (require or inhibit)? Please explain. *

No

Yes: Yes:

Investment

What percentage of your organization's banking services (loans and deposits) are provided by a local community bank or local credit union? *

< 25%

25 - 49%

50-74%

75-100%

Outside of your primary bank, does your organization have any other investments (mutual funds, CDs, money market accounts, stocks or other funds) that explicitly focus on the local community? *

Yes

No

N/A - Do not have investments

Please list the specific local investing vehicles or firms you are using *

Please describe your Employee Retirement Plan, e.g., Pension, Profit Sharing, 401(k) *

Have a retirement plan that includes a Local Investing option

Have a retirement plan, but no Local Investing Option

Do not have a retirement plan

N/A - Do not have employees

Giving / Donation

Does your organization or company donate money to charitable causes or organizations? *

Yes

No

Total amount ($) donated for charitable-giving purposes during the last fiscal year. *

What are the primary organizations that your organization/company supports? *

What was the % of profits that your company gave to charity during the last fiscal year? Please include tax deductible in-kind donations but do not include pro bono time. *

Approximately what percent of your charitable donations were to organizations or causes focused on Alameda County or Contra Costa County? *

Which of the following locally-focused charitable giving practices did your organization/company employ in the last fiscal year? *

Organization/company contributed the majority of its cash, service and in-kind donations to organizations in Alameda or Contra Costa County

Organization/company has public facing partnership with a service/charitable organization in one of these counties

Organization/company provided facilities for community events or trainings for organizations based in one of these counties

None of the above

Other innovative local engagement practices (please describe) Other innovative local engagement practices (please describe)

Does your organization/company have the following charitable giving practices implemented in practice or written in policy? *

Statement on the intended social or environmental impact of organization/company's charitable contributions

Cash and in-kind donations (excluding political causes)

Volunteer and pro bono service

Formal donations commitment (e.g. 1% for the planet)

Matching individual workers' charitable donations

Allowing workers and/or customers to select charities to receive organization/company's donations

None of the above

Other (please describe) Other (please describe)

Which of the following locally-focused volunteer practices did your organization/company employ in the last fiscal year? *

Unpaid time off

Paid time off

Volunteer opportunities or incentives specifically for one or more local organizations

Other Other

Does your organization work to explicitly align your charitable contributions with your business needs in workforce development and growing the local economy? *

Yes

No

Other Comments

Is your organization interested in increasing your local commitment in any of these areas? *

Do you have any policies or best practices you’d be wiling to share? *

Yes, feel free to contact us

No

Will your organization join us in continuing to explore this initiative to grow our local economy by Buying, Investing, and Giving locally? *

Yes

Not sure

No

Is your company a Benefit Corporation or Certified B Corporation? *

We encourage you to share any comments or questions you have about the ways your organization is committed to the local community. *