1 april 30th, 2008 9:00 – 12:00 procurement policy council
TRANSCRIPT
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April 30th, 2008
9:00 – 12:00
PROCUREMENT POLICY COUNCIL
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1. Organizational changes Jeff Mandel2. Materials Contract updates Walt Quade3. Staples Pam Gabriel4. Energy Greg Knerr
a) Dynamics of Marketplaceb) Auctions
5. Services Contract Updates Roxana Dietz6. Performance Score Card Jeff Mandel Break7. RFP Process Change Joan Kraft8. Procurement Handbook Ellen Dunlap9. SRM
a) Document Builder changes Ellen Dunlapb) Bid Workflow Ellen Dunlapc) Hierarchical Contracts Ellen Dunlapd) GARA Ellen Dunlape) eNews Auto-PO Ellen Dunlapf) Payment Assignments Ellen Dunlapg) Supplier Enablement Joan Krafth) Supplier Registration Joan Krafti) SRM Survey Joan Kraft
AGENDA
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10. . Programs & Systems Scott Crossa) PIBH
1. Overlapping Contracts2. Invoices
b) E-Marketplace Update11. OAIT-Roles & Responsibilities/COP Phil Tomassini12. Legal Chuck Anderson
a) Right-To-Knowb) Handling of Copyright, Confidential and Trade Secret items
13. Training Jeff Mandel a) New Certification courses b) Purchase Order Reconciler course c) Protest course d) Invoice Planning14.QA - Corrective Action Paul Wolf15.Questions & answers
AGENDA Continued
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Commonwealth DGS BOPProcurement Organization
April 28, 2008
5
MaterialsWalt Quade
Page 2
Deputy Secretary for ProcurementCurt Topper
Bureau of Procurement
Chief Procurement OfficerJeff Mandel
Secretary of DGSJames Creedon
ServicesRoxana Dietz
Page 3
QualityPaul Wolf
Page 4
Programs & SystemsScott Cross
Page 5
Business ProcessJoan Kraft
Page 6
AssistantCheryl Moore(Temporary)
Special AssistantGary Lee
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MaterialsWalter Quade
Supplies & ConsumablesJoe Gurzenda
FoodMargie JuranLilly Mangan
ConsumablesRich Gaul
Equipment & VehiclesBrian Reinoehl
RoadwayRich Woodworth
MachineryRobin Morse
Furniture & Fixtures
Lisa Vega
EquipmentMary Randolph
PharmaceuticalsVacancy
Appliances & ITQ Equip
Barb Cain
Raw MaterialsJoel Shiffler
Liquid FuelsJack Banks
Concrete/ Roadway Surface
& SafetyLori Vessella
Coal & EnergyGeorge Landis
MROJ.P. Duvall
Fire & PoliceDave Le Mon
HVAC PlumbingElectrical
Cheryl Bair
Construct/BldgKaren Turns
Textiles & Toiletries
Terry Rohrer
Cleaning & OfficePam Gabriel
Lab Supplies & Equipment
Liz Bollinger
PackagingKathy Lewis
SuppliesJim Pinci
Business AnalystVacancy
Business AnalystVacancy
Contract CoordinatorSue Guyeski
Business AnalystVacancy
Business AnalystVacancy
Business AnalystVacancy
Passenger Vehicles
Alfonzo Robinson
Commercial Vehicles
Robert Isenberg
VehiclesCraig Wolford
Business AnalystVacancy
Contract Coordinator
Patty Coleman
Passenger Vehicles
MaintenanceSusan Reinhold
Materials Strategic Sourcing Division
CommoditySpecialist
7
BusinessAnalyst
5
ContractCoordinator
4
AssociateCommodityManager
8
CommodityManager
9
Director10
Contract Coordinator
Rhonda BrownRandy Miller
Medical/Dental & Incontinence
Michelle Scott
EnergyGreg Knerr
Aggregates & Bituminous
Tom Neptune
Salt, Signs &Herbicides
Robin DePetro
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ServicesRoxana Dietz
OperationalTom DiMartile
Facilities MaintenanceScott Mohler
ProfessionalMike Richart
Consulting (Non-IT)Vacancy
Equipment Maintenance & Media
ServicesHilary Poepperling
Conferences /Food Services
Georgina Baltimore
Specialty ServicesLeland Scott
Health & Human ServicesJan Braxton
ProfessionalServices
Norm KeeSyline Shingara
James KlingCorey Walters
IT ServicesKay Shaffer
OperationsTami Mistretta
Vacancy
Public SafetyJeff Wright
John Goertz
Health & Human Services
Lionel VasquezVacancy
Lab/MedicalJean Halbleib
Property Management & Security Services
Jim Pearson
Agr/Environmental Stephanie Fetter
Business AnalystChristina Geegee
Business AnalystBillie Kerstetter
Business AnalystBrandi Budd
Services Strategic Sourcing Division
Property Maintenance & Landscaping Services
Tonja Jackson
Team
by Com
munities of P
ractice (CO
P)
CommoditySpecialist
7
BusinessAnalyst
5
ContractCoordinator
4
AssociateCommodityManager
8
CommodityManager
9
Director10
Environmental Angela Corish
ITQ Business AnalystVacancy
Recycling, Waste & Surplus
Elizabeth Lenhart
Specialty ServicesScott Bowers
Jennifer Fishel
Contract CoordinatorHeidi Gast
Contract CoordinatorsJanis Brown
Professional DevelopmentMaureen Smith
Vacancy
Business AnalystVacancy
Facilities MaintenanceRichard Watson
IT & CommunicationsDennis Fellin
Contract CoordinatorJoe Millovich
IT CommoditiesJason Hicks
Print and SupportServices
Bob Marason
ITQ AdministratorDon Bauer
Print Services & Offset Equipment & Fine Paper
Toniann Noss
Finance & Temporary Labor
Emanuel Williams
Business AnalystLorrie Reynolds
Mail Service & Equipment & Small Package Delivery
ServiceVacancy
Transportation & StorageWanda Bowers
Business AnalystDanielle Bonner
Telecom, Communication Equip., Radio
Sheryl Kimport
PC’s, 3rd Party Maint, Digital MFD & Network
PrintersRaymond Jaime
Software, Staff AugTom Teprovich
HW, Peripherals & IT Equip. M/R
Vacancy
Enterprise Special Projects
Sue Rojas
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Quality AssuranceDivision Director
Paul Wolf
Quality Assurance Specialist-Services
Brian VulgarisRoxann MacAvoy
Richard BahlBill Hugendubler
Vacancy
QA Administrative Support
Sha-Shana Reid
Quality Assurance Division
Quality Assurance Supervisor
Robert Lester
Quality Assurance Supervisor – Standards
Jim Gownley
MetrologistPaul Sprout
Terry ShingaraChris Drupp
Vacancy
Laboratory AdministrativeSupport
Betty Daniels
Pen
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7
4
8
9
4
Quality Assurance Specialist-Materials
VacancyGerry Grecek
VacancyRiccardo Ayler
Vacancy
5
9
Supplier Services& Support Manager
Mike Starr
Supplier Development &
BMWBO Program Manager
Marge Lorigan
PIBH/CIProgram Manager
Betty Goodling
COSTARS Program & Compliance
ManagerDawn Eshenour
COSTARSCommoditySpecialists
Ray Cunningham
Clerk Typist 3Taju Burden
Clerk Typist 3Chasity Beward
Systems AdministratorSue Plecker
Tabulation ClerkPatrick Rosenella
Sarah Lefevre
Security ClerkMyra Sims
Programs & Systems DivisionPrograms & Systems
Division DirectorScott Cross
Systems Manager
Bob Nosworthy
Receptionist(Covered by
Temps)
Homeland Security ProgramManagerAl Scott
Homeland SecurityCommoditySpecialistsPatti Miller
Stacey Logan-KentFred Zlater
Barb Hinton
File Room ClerkSandy Eppley
PIBHCompliance
OfficerJaynie Beard
SystemsMgmt TechLisa Snyder
Management TechSarah Hartman
Programs SectionSystems Section
Supplier Services Section
Contract and DB Admin
7
8
6
5
4
3
10
Marketing Manager
Bruce Beardsley
COSTARSDirector of
Marketing & Constituent
RelationsTim Fulkerson
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Business Process Consulting Division
Business Process Improvement and Training
DirectorJoan Kraft
Business Process ConsultingManagers
Sandeep MannJim Nowak
Ellen DunlapBruce Karper
Vacancy
Administrative SupportVacancy
5
4
8
10
Training & PolicyAdministratorBarb Booher
Management TechnicianMillie Colon
Policy Development &
TrainingProgram Manager
Roz East
Clerk Typist 3Sandra Boyd
Training Development & Instructors
Angela EshlemanCynthia Anderson
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5
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Portal/SRM AssignmentPatrick Francisco
Still re
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to J
eff M
an
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till rep
ortin
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Je
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el
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Chuck AndersonStrategically Sourced Contracts
COSTARS and DGS AgencyVacancy
Legal AssistantHeather Brookmyer
DGS Legal
Non-IT ServicesPamela Cross
IT Procurements/DGS Specific Procurements/PIBH contact/
Correctional Industries contactOliver Kerwin
Non-IT MaterialsErin Verano
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Material Contact Status
Work Gloves Joe Gurzenda Contract Awarded
Propane Joel Shiffler Contract Awarded
Wood Fuel Joel Shiffler Contract Awarded
Containers for Recycling
Joel Shiffler Contract Awarded
Uniforms Joe Gurzenda Contract Extended
Office Supplies Pam Gabriel Signed for June 1st implementation
Mine Water Chemicals
Joel Shiffler Awarded
Major Materials Projects-see Appendix A for all Recent Contracts
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Contract Status
• DGS has awarded a best value contract to Staples Business Advantage
• Contract currently in the signature process
• Current Office Max contract expires May 30, 2008
• Staples Targeted Effective Date – June 1, 2008
• Contract – 2 year contract with (3) one year renewals
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Contract Highlights
• Contract # 4400002323• Staples Vendor # 100631• Contract established initially as E Commerce to
be added in SRM later this year.. • Approximately 600 Core Items• Two Non-core supply categories
– Toners – 22% discount off Manufacturer List– General supplies -52% discount off Manufacturer List
PIBH items will be distributed by Staples
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Contract Overview
• Agencies will be able to purchase supplies through either the following:Can use either a p-card as well as PO– E-commerce
• Login into www.stapleslink.com• Pay with a p-card• A Registration e-mail notice will be sent to agency users on May
2nd. • A Punch-Out SRM Contract will be available later this Summer!
– http://linkregistration.stapleslink.com/c/s?RegFormId=675551
• DGS Contract Team– Pam Gabriel -717-346-3822– Jim Pinci – 717-346-3844– Joe Gurzenda – 717-787-8028
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Staples Contacts
• Staples Account Representative– Jane Fagley– Tel:# 570-575-1209– Fax:#570-300-1822– E-mail: [email protected]
– Staples Regional Manager– Rich Fleckenstein– Tel:# 877-428-2573 ext. 353– Fax: 215-632-6043– Email:[email protected]
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Energy Pricing History
Energy Pricing History
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Energy Landscape
• Energy prices continue to rise– Expectation is that current prices will soon be the
price floor, not ceiling
• Take measures to manage energy spend– Make investments to use lower cost fuels, coal, wood
fuel– Conserve, know, and take control of your usage
• Expiring electricity rate caps, expected price increases of 30% to 50%– PPL: 12/31/2009– Allegheny, MetEd, PECO, Pennelec: 12/31/2010
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• Reverse Auctions for Electricity, Natural Gas– Auctions deliver better pricing than that of local
utilities, drive prices lower than ordinary competitive bidding
– Aggregation of volumes to gain maximum Leverage– Historically many Agencies have automatically used
the local distribution company without comparing to an Auction price!
• Contact Greg Knerr at (717) 703-2935 to discuss auctions and future procurement methods
Energy Landscape
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Energy Landscape
• DGS is researching innovative energy procurement methods with potential to better manage spend!
a. Fixed Price Liquid Fuel Pricing! b. Futures Contracting to lock in Pricing! c. Joining the PJM Grid to buy and trade Electricity Directly! d. Co-Generation Opportunities for Heat and Electricity! e. Energy Efficient Lighting a Appliances! f. Consolidation of Bills for Electricity and other Energy Types to one Bills and Payment! g. A vigorous review of all Specification for Coal; Bio-Diesel to assure we
are “Buying Smart”.
• Contact Greg Knerr at (717) 703-2935 to discuss auctions and future procurement methods
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Service Contracts
Service Contracts: Awarded or Renewed in the Past 3 Months:
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Service Contracts
Service Contracts: Bid or Renewed in the Next 6 Months:
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Service Level Scorecard MAR 2008
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RFP Redesign Team
Team Members
• DGS Subject Matter Experts
• Business Process Improvement Reps
• Legal
Met With • Agency Focus Group
• Comptrollers
• BMWBO
• Deputy Secretary
Focus Areas
• Consistency
• Policy
• Cycle Time
• Scoring*
Going Forward• Playbook• Clarify Roles & Responsibilities• Templates• Procurement Handbook Annex • Training• Focus Group Input
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Proposed RFP Scoring Categories
SuppliesSuppliesServicesServices
Professional Services, IT, GeneralIncluding Consulting
Importance Points Importance Points
TechnicalTechnical Low 25-40 High 55-40
CostCost High 55-40 Low 25-40
DBPDBP Constant 20 Constant 20
Domestic Domestic Workforce / Workforce / ManufactureManufacture
Not applicable Bonus 3
Business ZoneBusiness Zone Bonus 5 Bonus 5
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Proposed Technical Scoring
Two-Step Method
• A Proposal will be considered to be a “Qualified Proposal” if it meets the following criteria:
– Step 1:Step 1: The proposal has achieved at least 50% score in all categories. (Flexible)
– Step 2:Step 2: The total point score for the proposal is greater than or equal to 70% of the highest scoring proposal.
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Proposed Technical Scoring – Step 1
Evaluation CriteriaEvaluation Criteria Points Points AllottedAllotted
ScoreScore
InitialInitial FinalFinal TotalTotal
Understanding the Problem and Proposed Technical Solution
150 100a Does the contractor's proposal show a depth of understanding of the services to be provided? 60 60
b Does the contractor's proposal show a depth of understanding related specifically to the communication and change management components of the project?
40 40
Contractor Prior Experience
95 70a Has the contractor demonstrated experience with projects of similar scope? 30 30
b Has the contractor demonstrated experience in the technical areas required to implement this project?
40 40
Contractor Personnel and Experience
100 48a Do all proposed staff meet the minimum levels of experience and have the proper certifications, if requested?
40 40
b Are there well defined roles for all key personnel? 8 8
Proposal Work Plan
125 120a Does the contractor adequately explain, in detail, a work plan that shows all tasks and deliverables necessary to complete the project?
60 60
b Are the proposed Commonwealth resources appropriately identified in the work plan? 60 60
Any Supplier scoring less than 50% of maximum points in each category is considered non-responsible.
This supplier is eliminated.
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Proposed Technical Scoring – Step 2
Rater 1 Rater 2 Rater 3 Rater 4 Rater 5 Rater 6 Rater 7 Rater 8 TotalAvg. Score
Points Allotted
Rank
Supplier 1 320 322 310 305 332 300 333 342 2564 321 336 3
Supplier 2 340 345 328 331 323 338 339 329 2673 334 350 1
Supplier 3 300 320 324 344 328 331 315 316 2578 322 338 2
Supplier 4 175 186 195 191 190 189 192 184 1502 188 197 8
Supplier 5 210 220 200 215 194 212 202 192 1645 206 215 7
Supplier 6 210 195 217 220 202 205 227 212 1688 211 221 6
Supplier 7 335 315 310 309 329 328 323 306 2555 319 335 4
Supplier 8 250 235 217 255 205 245 225 210 1842 230 241 5
Any Supplier scoring less than 70% of maximum points is considered non-responsible.Maximum points = 350 70% of maximum points = 245 So, Supplier 4, 5, 6 and 8 are eliminated.
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Proposed RFP Scoring Flow Chart
Issuing office identifies category of RFP from
scoring model
Technical evaluation committee scores
proposals
Issuing office opens cost and finalizes
scoring
Issuing office keeps cost section
Sealed Proposalsreceived
Issuing office allocates points based on range of
points from the model
BMWBO scores proposals and sends to
Issuing Office
Send BMWBO section for evaluation
Does the supplier score >= 50% in each
category?
Proposal rejected
Does the supplier score
>= 70% overall?
No
No
Yes
Yes
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What Remains the Same
• No Change to:
– Cost Scoring
– DBP Scoring
– Business Zone Bonus Points
– Final Scoring Process
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Procurement Handbook
Issues Today
1. Policies/procedures are not clear/standardized
2. SRM is not reflected in materials
3. Some website links are outdated
4. Some forms are no longer in existence
5. 23 issues identified by members at first
meeting
Review Board
1. Review existing document and revise as necessary
2. Establish policy and procedures for SRM related
issues
3. Provide clear, straightforward guidelines on the
process
4. Promote consistency in use/application
Short Term Goals
1. SRM Glossary*
2. Part 1 Chapter 6 (Methods for Awarding Contracts)*
3. Printable sections
4. Address technical issues with Bidding
5. Link all formal bid information to one place for ease of use
6. Workflow clarification and SLA’s for Sole Source process
* Already addressed
Long Term Goals
1. Searchable document
2. RFP Annex (ITQ’s, IT contracts, Staff Aug) including
flow charts of the process
3. Develop process maps for all procedures
4. Section for small/independent agencies to
determine if policy applies or does not apply to
them.
5. Remove hyperlinks in Handbook and create an
appendix with listing of all hyperlinks.
6. Remove redundant information.
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Procurement Handbook
Content: Content: Part 1 Chapter 6 – Methods of Awarding Contracts
• A. Competitive Sealed Bidding. 2. Invitations for Bids.– Standard method is set as electronic.
The IFB must include: Signature page, unless the bid received via the Commonwealth’s electronic procurement system.
• A. Competitive Sealed Bidding. 3. Public Notice.– Order has been changed and language has been added.
• A. Competitive Sealed Bidding. 5. Bid Acceptance and Evaluation. D.(4).f.– Language has been changed.
• B. Competitive Sealed Proposals.– Entire section has been revised.
• B. Competitive Sealed Proposals. 9. Notification of Selected and Nonselected Offerors.– The Negotiation section now comes before Debriefing section.
• E. Sole Source Procurement.– Chaplaincy services have been added.
• F. Emergency Procurement. 3. Preapproval. – Threshold has been updated to not exceed $5,000.
• Download a copy of Part 1 Chapter 6 - Methods of Awarding Contracts at: http://www.portal.state.pa.us/portal/server.pt?open=512&objID=1281&&PageID=244179&level=5&css=L5&mode=2&in_hi_userid=2&cached=true
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Procurement Handbook
FunctionalityFunctionality
• Printable Sections– Individual chapters can now be printed by using the
print icon located at the top right of the screen.– The Print All function is in development with our IT staff.
• Glossary of new SRM terms– Placed on portal at: http://www.ies.state.pa.us/srm/site/default.asp
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Procurement Handbook
Functionality ContinuedFunctionality Continued
• Addressing hyperlinks– Business Process team is working to cleanse the Procurement Handbook
of hyperlinks. An Appendix will be created with the official links for each Part and Chapter.
• Search Function– The development team is testing search scenarios. After a clean up on the
portal of title names the search functionality should be ready to roll-out.
What’s NextWhat’s Next
• Part II Chapter 18 – Trade-In-Equipment– Revisions have been sent to Legal for final review and posting.
• Part I Chapter 10 – Contract Forms– Legal is working on document to include agencies not under the
Governor’s jurisdiction.
• Part 1 Chapter 7 – Thresholds and Delegations
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SRM Document Builder
Document Builder RFP as of March 31, 2008Document Builder RFP as of March 31, 2008
• Section 002.1d language added…electronically signed by the Commonwealth.
• Section 003.1b language added…no handwritten signature by the Commonwealth.
• The Sensitive Information clause was updated to reflect that the Business Associates
Agreement will be an attachment.
• Removed “Invoice Requirements” clause. “Billing Requirements clause remains.
• New clause (RFP-019.1b) option added for DOT for BAFO provision in RFP for use when
Fed highway/aviation/trans funds used and the Fed DBE program required.
• Updated renewal questions to include “no escalation”. Question now reads, “If an option to
renew clause is added with no escalation, how will the option be exercised?”
• Background Check clause rev. 2/28/08 – adding new subsection (d) requiring contractors to
pay processing fee for contracted personnel photo ID/access badges per amended MD
625.10.
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SRM Document Builder
Document Builder RFP Upcoming ModificationsDocument Builder RFP Upcoming Modifications
• Adding a question to Non-IT services document type to bring in Background Check
clause.
• Remove reference to Appendix A in the Technical Submittal Requirements and
replaced it with Part V.
• Fix logic in Contract 002.3 Extension of Contract Term to DGS PO and Agency
PO.
• Adding a fill-in area to the Contract Term clause which allows users to enter the
length of initial term of contract.
• Solicitation Questions dialog box will default to the eMarketplace web address
instead of the DGS web address.
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SRM Document Builder
Document Builder IssuesDocument Builder Issues::
– RFP Template does not match the RFP in Document Builder.• Eventually the paper RFP and the Doc. Bldr. (DB) version will conform to the extent
that is possible.• The DB version and RFP template will never be identical.• The RFP template is intended for the agencies not using SRM.• When appropriate, any changes made to the template will also be made to the DB
RFP.
– IES• A ticket has been submitted to SAP to fix the orphaned header to the body issue. • The Release and Refresh icons are being moved so that they no longer reside next to
one another.• Validation Failure error occurs when copying and pasting Word text into a custom
clause. SAP currently has a partial fix.
– Stand Alone Mode is unpredictable. (Use Document Mode).
– DGS is using the Doc Builder RFP in our procurements.
– Agencies should be using the Doc Builder RFP
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Bid Workflow
Issue Raised At PPC
1. All electronic solicitations workflow to Agency Heads.
- plus Comptrollers for Service.
2. Bid Approver role is embedded in overall approver role of the agency.
– SRM Agency Services PO/Contract/Bid Head Apprvr
– SRM Agency Supplies PO/Contract/Bid Head Apprvr
3. Approval process takes too long.
4. Some agencies are not going through SRM.
Short Term Solution
1. Map Ad-Hoc Approver Roles, then set up substitution role.
2. IES is testing the short term solution for bid workflow using Ad Hoc Users and substitutes.
Long Term Solution1. Survey is ready to go out to the agencies to
establish which agencies have a need to change the Bid Workflow process.
2. Redesign to change the workflow to mimic shopping cart workflow.
3. Hard code system.
4. Need agreement from Legal and Comptroller.
Please take Survey:
http://164.156.5.91/dgs_survey/
publishSurvey.jsp?
Survey=126 Agencies are asked toAgencies are asked to
participate in the survey between participate in the survey between
April 30th and May 14April 30th and May 14thth. .
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Bid Workflow
Questions are aimed to look at the
current process and
whether it does/does
not work for agency.
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Hierarchical Contracts
• In a February 2008 e-News article, Procurement announced that agencies should not use the ITQ Contract types in SRM.
• Shortly thereafter DPW had a need for an Agency ITQ.
• The functionality is still available in SRM should an agency need to create an ITQ type of contract.
• DGS Commodity Specialist use the Multiaward Hierarchical Contract type as this maintains linkages between both parent and child contracts.
• IES is working on solution which will allow the agencies the functionality to create their own agency hierarchical contracts.
Hierarchical ContractsHierarchical Contracts
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GARA
Responsibilities:Responsibilities:
The SRM Goods Acceptance Recipient Approver (GARA) reviews a receipt entered from a supplier and verifies they are correct before approving the confirmation in SRM within 48 hours.
If the approver does not approve the item within 48 hours, the SRM Goods Acceptance Recipient Approver Backup also gets the item for approval.
Goods Recipients are designated on the Purchase Order (PO) at time of creation.
Users must understand how the process impacts the Commonwealth’s financial position in the areas of expense and accounts payable reporting as well as supplier relationships.
Important Information:Important Information:
The GARA role will be rolled out after fiscal year-end closing.
All Goods Recipients will be mapped with the GARA role.
Agencies need to ensure that GARA Backup’s are mapped.
If an agency needs to map backup’s, please contact your agency HR office.
The 180 day lock out due to inactivity still exists. (6 months)
SRM Goods Acceptance Recipient Approver and Approver BackupSRM Goods Acceptance Recipient Approver and Approver Backup
Role:Role:YRR>SRM_APR_GOOD_ACPT_RECYRR>SRM_APR_GOOD_ACPT_REC_BU
Proposed implementation planned for FY09.
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GARA
When entering a goods recipient, the procurement system validates that the user has the GARA role and that the goods recipient is in the same Business Area.
Changes to an existing PO which does not have a valid receiver, will require the user to enter a Goods Recipient in order to proceed with the changes to the PO.
Issues to be aware of:Issues to be aware of:
A Goods Recipient needs input in to the Purchase Order (PO) during creation.
SRM Goods Acceptance Recipient Approver and Approver BackupSRM Goods Acceptance Recipient Approver and Approver Backup
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eNews 04.16.08eNews 04.16.08
Auto PO linkAuto PO link
• Link has been added to SRM, Requisitioner, Auto PO Suppliers on Contract
• 83 Suppliers currently added to Auto PO functionality.
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Payment Assignments
Problem Statement
Due to single remit-to, there is no present method to select a different “Invoice Presented by” partner in SRM when creating the purchase document.
New Process
CVMU creates 902 record or other range to be used as the “Invoice Presented by” partner for assignment of payments to an entity other than the awarded supplier.
Reference the assignment of payment on the PO and attach to the contract (PO).
The supplier then identifies the assignment on the invoice. The Invoice Processor must manually override the default.
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Supplier Enablement
Busch systems
MORTON INTERNATIONAL INC
EUREKA STONE QUARRY INC
HIGHWAY MATERIALS INC
HAINES & KIBBLEHOUSE INC
NORTH AMERICAN SALT COMPANY
GOLDEN EAGLE CONSTRUCTION CO
LIGONIER STONE & LIME COMPANY
IMUS INC
WINTER EQUIPMENT CO INC
Cargill Inc
Protection Services Inc.
Schaedler Yesco
Staples
Toshiba
Kyocera
MeadWestvaco
Pitney Bowes
Fleet Parts
VWR
IBM
McKesson Medical & Surgical
XML
eXtensible Markup Language (XML) The language COPA uses for electronic data interchange of the Purchase Order and Invoice.
Will improve payment turnaround
Through SRM we have ability to “Punch – Out” to a suppliers website and choose products
and/or services and bring them back into our SRM shopping
cart or PO
Evaluated Receipt Settlement Functionality to pay a supplier
from a Goods Receipt without an invoice. The GARA Role will
need to be mapped for internal CWOPA employees.
Punch Out ERS
TERRE HILL SILO CO INC
PIBH
Ikon
Ennis Paint
Todd Heller Inc
New Enterprise Stone and Lime
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Supplier Registration Enhancements
Goals and Objectives• Simplify the Registration Process• Reduce the number of Supplier
calls to Customer Support Center (CSC)
• Provide Excellent Customer
Service
In Progress• User ID and Password
functionality to SAP• New “Pop-up” with message to
inform Supplier that Administrative Registration is complete and explain next steps
Supplier Issues • Over 1,000 calls monthly • # of CSC calls in March = 81% of new
suppliers • Problems with User IDs and
Passwords• Need Help with Bidding/Registration• Address Changes
Action Plan• Evaluate and Redesign the Current
Registration Process• Update Procedures and Instructions• Provide Easy to Understand Guidance • Update the PA Supplier Portal
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SRM Survey
It has been a year since the introduction of SRM. In the near future a communication will ask for your participation in a short survey. Please take a few minutes to let us know of your experiences with SRM.
Thank you in advance for your time and input.
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• INVOICING ISSUES WITH SERVICES
Invoices are to be submitted to one “bill to” address. PIBH will not forward invoices to several agency contacts.
PIBH will submit invoice directly to Comptroller’s Office. If Agency wants to receive a “confirmation of services” from PIBH, Agency
should: reference the contact name telephone number & fax number email address of the person that enters the goods receipt. After services have been completed, PIBH will submit a “confirmation of
services” form to the contact person referenced on the purchase order.
PIBH
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PIBH
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• Objective/Benefits - Single, all encompassing page that: – Links together formerly separate sites:
• Solicitations • Solicitation Tabulations • Awards • Contracts
– Provides Archiving Capability and Retrieval– Enhanced Search Capability– Keyword Search Capability– Individual Supplier Contracts listed with COSTARS Indicator
• Go live = 04/01/08
• Request to Advertise IFB/SRM Waivers– Total Rec’d = 27– Approved = 15
52
Cosmetic Changes
• Color Scheme/Contrast
• Contract # will be linked to actual contract
• MSCC & PCard check marks will be darker
• More content on page by compressing header information & logos
• Widened description column
• Documents will be open in new window
Functionality Changes
• “View List of Contracts” now provides link to associated suppliers for that specific contract.
• Overview, Change Notices & Reason for Change columns will be moved to left screen.
• Parent # & keyword search for contracts has been removed
• Wildcard Search capability
• Use either search or hit enter
• No longer have to type number or description each time in search field
• Select R3 state contracts will retain change notices.
Will be scheduling follow-up meeting with Agency Focus Group to review changes and solicit feedback
53
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55
56
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58
59
60
61
62
63
64
65
66
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68
Legal – New Right to Know Law
Effective 1/1/2009
Changes presumption – all records now public, with certain specific exceptions
Procurement-related exceptions:
Proposals prior to award
Confidential, proprietary information and trade secrets
Financial information requested in solicitation
Identities, notes and records of RFP Evaluation Committees
Five day response time
Lodging contracts with Treasury (starts 7/1/2008)
Purchase Orders against contracts?
Contract Summaries?
“Redaction”
Record Retention Schedules still applicable
69
Legal – New Right to Know Law
Reminder - When posting contracts to either Agency or DGS web site(s), the following information must be redacted:
•Confidential, proprietary information*
•Trade Secrets*
•Financial Information requested in RFP
•Social Security Numbers; driver's license numbers; personal financial information; home, cellular or personal telephone numbers; personal e-mail addresses; employee numbers and other confidential personal identification numbers; spouses’ names, marital status, beneficiary or dependent information; and home addresses of law enforcement officers and judges.
•Social Services client data (non-aggregated), HIPPA data and other federal or state-protected information.
* This information should not be requested nor included with the solicitation response. If it is included in error the Purchaser should request a redacted version from the supplier.
70
Unsuccessful Proposals – Six (6) months from execution of awarded contract or until any bid protests finally resolved.
Written Records Required by the Procurement Code:
• Determination that use of competitive electronic auction bidding is in the best interests of the Commonwealth.
• For RFPs: 1) Determination that the use of competitive sealed bidding is either not practicable or advantageous to the Commonwealth; and 2) Determination of the proposal to be the most advantageous to the purchasing agency, taking into consideration price and all evaluation factors, and selected for contract negotiation.
NOTE: This can and should be accomplished and recited in the Contractor Selection Memorandum included in the DGS RFP Template.
Legal – Record Retention
71
Written Records Required by the Procurement Code:
• Records of all small procurements shall be transmitted to the purchasing agency.
• Determination authorizing sole source procurements shall be included in the contract file.
• Determination of the basis for the emergency and for the selection of the particular contractor shall be included in the contract file.
• The reasons for the cancellation of an IFB or RFP or the rejection of all bids shall be made part of the contract file.
• Records of all small procurements shall be transmitted to the purchasing agency.
Legal – Record Retention
72
§ 564. Record of certain actions.
The purchasing agency shall maintain a record listing all contracts made under sections 514 (relating to small procurements), 515 (relating to sole source procurement) and 516 (relating to emergency procurement) for a minimum of three years from the date of final payment under the contract. The record shall contain:(1) Each contractor's name.(2) The amount and type of each contract.(3) A listing of the supplies, services or construction procured under each contract.
Legal – Record Retention
73
Vendors awarded a non-bid contract by the Commonwealth are required by Section 1641 of the PA Election Code to file a report of political contributions with the Secretary of the Commonwealth (Dept. of State) on or before February 15 of each year. See Sample Letter.
Legal – Miscellaneous
74
– New Certification Courses
– Purchase Order Reconciler Course
– Protest Course
– Invoice Planning
Training
75
Purchasing Agent and Commodity Specialist Certification Purchasing Agent and Commodity Specialist Certification OverviewOverview
Certification
76
– Performance/knowledge gaps on fundamental understanding of policy and procedures.
– Widely varying degrees of training throughout various Commonwealth agencies.
– No formal fundamentals training exists today
• Exception DOT 5-day purchasing course (specific to DOT)• Test administered by Civil Service Commission (Purchasing Agent test every 3
years)• DGS discontinued 2002 DGS Procurement Convention• Information from PPC is not being disseminated down to end users.
– Loss of knowledgeable subject matter experts on the procurement handbook/processes to retirements and organizational changes.
Purpose: – To establish a standard, consistent base level of procurement knowledge which
reduces inconsistencies among agencies and provide a classroom foundation coupled with practical work experience that raises the standards of Commonwealth Procurement Professionals.
Background:
Certification
77
– Overview/Certification
• The Virginia Institute of Procurement (VIP) offers education and two certification programs in public procurement to state and local procurement personnel.
– The programs cover both complex (VCO) Virginia Contracting Officer procurements
» 9-day Instructor Led Training (Achieving a passing score of 75% or higher)» Individuals who perform both small and complex procurements and have purchasing
responsibilities over $50,000» Taught by a variety of procurement SME’s.» Cost per person $1,000.00 / Agency incurs cost
• The (VCA) Virginia Contracting Associate program for small purchase procurements ≤ $50,000. » 4-day Instructor Led Training (Achieving a passing score of 75% or higher)» Individuals who perform small purchases at any amount ≤ $50,000» Taught by a variety of procurement SME’s.» Cost per person $400.00 / Agency incurs cost
• VIP develops and delivers the annual procurement Forum on behalf of Department of General Services.
• To date, 212 employees certified for the VCA program in less than 2 years.• Since 1990, over 1000 procurement professionals have received their VCO certification and
training on the Virginia Public Procurement Act, regulations and methods of procurement.• VCO and VCA Certification is offered to state and local government entities.
Best Practice:
Certification
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Procurement Policy and Process for
Certified Pennsylvania Purchasing Agent (CPPA)
Procurement Policy and Process for
Certified Pennsylvania Commodity Specialist (CPCS)
Duration: 4 Days 5 Days
Method: Instructor Led Training (Taught by Legal, Associate Commodity Managers, Commodity Managers, Training Team)
Instructor Led Training (Taught by Legal, Associate Commodity Managers, Commodity Managers, Training Team)
Completion: Upon successful completion of the course requirements, candidates will be issued a certificate of achievement (Achieving a passing score of 75% or higher)
Upon successful completion of the course requirements, candidates will be issued a certificate of achievement (Achieving a passing score of 75% or higher)
Course Requirements: Successful completion of the Course and Knowledge Check
Successful completion of the Course and Knowledge Check
Course Content: Purchasing Agent Certification Topical Outline.doc
Commodity Specialist Certification Topical Outline.doc
Performance Standard and
Classification Specification:
Civil Service class subject to their own certification requirements.
To be modified to incorporate certification requirements.
Proposal:
Two New Courses
Certification
79
Procurement Policy and Process for
Certified Pennsylvania Purchasing Agent (CPPA)
Procurement Policy and Process for
Certified Pennsylvania Commodity Specialist (CPCS)
Requirements: Mandatory Training for all Purchasing
Agents
Considering impact on Condition of Continued Employment
Certification must be obtained within the employees probationary period ACM’s & CM’s are also included in the certification program
Training is mandatory for new/existing employees regardless of probationary status and or years of experience
Notes:
1. Bureau of Procurement will not pursue recertification.
2. Cannot make certification mandatory for Civil Service employees – Contradicting with Civil Service Standards,
Currently 5 Commodity Specialist employees – Contracting with Civil Service Standards
3. BOP will not charge Agencies for the course.
Proposal (cont):
Two New Courses
Certification
80
Proposal (cont):
Course Outline & Survey:
The Bureau of Procurement asks that you review the Proposed Topical Outline and provide feedback via a questionnaire by Close of Business Friday, May 9, 2008.
A survey and course outline will be sent via e-mail to the Procurement Policy Council members.
Agencies surveyed and responses received as of April 30, 2008 are as follows: Corrections DPW Education State Police Labor & Industry Transportation Fish and Boat Commission
Certification
81
Step 1: Complete SRM Fundamentals Course
Step 2: Complete SRM Create/ Maintain Purchase Orders Course
Step 4: Complete Procurement Policy & Processes for Certified Pennsylvania Purchasing Agent Course
Step 5: Complete Knowledge Check following CPPA Course
Step 3: Complete SRM Create/Maintain Solicitations & Contracts Course
Step 1: Complete SRM Fundamentals Course
Step 4: Complete Procurement Policy & Processes Certified Pennsylvania Commodity Specialist Course
Step 5: Complete Knowledge Check following CPCS Course
Step 2: Complete SRM Create/ Maintain Purchase Orders Course
Step 3: Complete SRM Create/Maintain Solicitations & Contracts Course
3/7/2008
Road to Certification
Steps for CPPA
Legend
Steps for CPCS
ExistingCourses
NewCourses
Certification
82
Training sessions for the updated Agency PO Line Item Reconciler (also known as Agency Invoice Reconciler) course are now underway, and have been loaded into ELMS for self-enrollment.
These mandatory sessions are approximately 3 hours long and are being held regionally through mid-June. Please refer to the schedule below for specific information on this training initiative.
After the initial wave of training has been completed, the course will be added to our monthly training calendar and held on a monthly basis for new users and those who were unable to attend previously.
For more information, please contact Angela Eshleman at 717-772-3096 or [email protected].
Purchase Order Reconciler Course:
Purchase Order Reconciler
83
Invoice Reconciler
Number of End Users Trained as of April 30, 2008
212
Training Issues:
Attendees role mapped, but come to class without any knowledge of what the role is/required.
Attendees do not perform all of the duties -- i.e., they only review blocked invoices and should have been de-mapped.
No consistency in how agencies and/or field offices manage the responsibilities of the role – i.e, budget/finance offices may resolve blocked invoice issues while procurement performs purchase order liquidations, or vice versa.
Most classes have "no shows" or students who un-enrolled themselves from a session on the day before the class.
Most regional training sessions have extremely low enrollment (less than 10 students).
REMINDER: Please ensure that your employees that are designated as Reconcilers are role mapped and will perform these duties.
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DGS Legal has developed a web-based Protest course which will be made available to the Agency Procurement end user . The course is currently withOA-HRD for articulation, and will be made available via the E-LMS. (E-LearningManagement System).
The course will provide the following: – Define a protest– Discuss the law that governs the right to protest– Inform the procurement specialist what to do when a supplier challenges an
agency solicitation or award.
You will be notified of its availability, along with enrollment instructions.
Protest Course:
Protest
85
Invoicing Plan
• The Invoicing Plan course will be posted to the SRM website. Effective May 5th, 2008 it will be available for download.
• Agency end user procedures (EUPs) will be emailed to the Procurement Policy Council, and posted to the SRM website.
• You can also access the end user procedures (EUPs) within the contract.
Instructor led training request can be made to Roz East @reast.state.pa.us
86
RFP and Negotiations
Two New Courses:
87
Training Questions/Discussion
88
Corrective Action Form
The QA Division’s “Corrective Action” Form is Now Available
• Use this form to notify the QA Division about current issues concerning a supplier’s poor performance on a statewide contract
• May also include the product delivered or service provided by the supplier • By hitting the “Save” button at the end of the form, the information is sent to
the QA Division for review
• A Corrective Action Number is assigned and the form is sent to a QA Specialist
• The person submitting the form will receive notification of the Corrective Action Number and the name of the QA Specialist assigned to review the issue
Reminder – The QA Div is available to help agencies develop bid specs
89
Corrective Action Form
90
Corrective Action Form
91
MATERIALS CONTRACTS: AWARDED OR RENEWED IN THE PAST 3 MONTHS
Contract #Contract Title Status
Commodity Manager
Material
4400002043 Nutritional Supplements Awarded Joe Gurzenda
4400002044 Nutritional Supplements Awarded Joe Gurzenda
4400002045 Nutritional Supplements Awarded Joe Gurzenda
4600011750 Water (Harrisburg only) Renewed Joe Gurzenda
4400001775 STEEL - (PARENT) - FAYETTE ONLY Awarded Joe Gurzenda STEEL
4400001714LATEX PAINT (INTERIOR & EXTERIOR) & OTHER
COATINGS Awarded Joe Gurzenda PAINT
4400002232 LUMBER - (PARENT) CI ROCKVIEW ONLY Awarded Joe Gurzenda LUMBER
4600008480 POLY LEXAN SHEETS Awarded Joe Gurzenda POLY SHEETS
4400002391 FLAGS & ACCESSORIES (PARENT) Awarded Joe Gurzenda FLAGS & ACCESSORIES
4600008436 Buccal DNA Collector -Bode Technology renewed thru 2/28/09 Joe Gurzenda
4600011234 Containers renewed thru 2/28/09 Joe Gurzenda
4600011167 Containers renewed thru 2/28/09 Joe Gurzenda
4600011356 Containers renewed thru 2/28/09 Joe Gurzenda
4600011158 Containers renewed thru 2/28/09 Joe Gurzenda
460008005 Janitorial lot #4 Dilution Control renewed thru 1/11/09 Joe Gurzenda
4400002238 Square D Electrical Components New - Awarded Joe Gurzenda Electrical (MRO) Parts
4400000964 Textiles-Metcalf Brothers Awarded Joe Gurzenda Textiles
4400001172 Textiles Awarded Joe Gurzenda Textiles
4400000971 Textiles-Cotswold Awarded Joe Gurzenda Textiles
4400000994 Textiles-Irving R Brody & company Awarded Joe Gurzenda Textiles
4400000991 Textiles-J. Weinstein & Sons Incorporated Awarded Joe Gurzenda Textiles
4400000999 Textiles-Jason Mills Awarded Joe Gurzenda Textiles
Appendix A
92
4400000992 Textiles-Tabb Textiles Awarded Joe Gurzenda Textiles
4400000987 Textiles-, Incorporated Awarded Joe Gurzenda Textiles
4400000993 Textiles-Carolina Textiles Awarded Joe Gurzenda Textiles
4400000995 Textiles-Textile, Incorporated Awarded Joe Gurzenda Textiles
4400001852 Textiles-Atlantic Textiles, Company Awarded Joe Gurzenda Textiles
4400001887 Textiles- Incorporated Awarded Joe Gurzenda Textiles
4400001860 Body Armor - Parent Renewed Joe Gurzenda Body Armor
4400001747 Work Gloves Renewed Joe Gurzenda Work Gloves
4400001748 Work Gloves Renewed Joe Gurzenda Work Gloves
4400001749 Work Gloves Awarded Joe Gurzenda Work Gloves
Appendix A
93
4400001750 Work Gloves Awarded
Joe Gurzenda Work Gloves
4400001751 Work Gloves Awarded
Joe Gurzenda Work Gloves
4400001752 Work Gloves Awarded
Joe Gurzenda Work Gloves
4400002010 Police Type Footwear - Parent Renewed
Joe Gurzenda Footwear
7110-03 Re-manufactured Furniture Awarded - 4/1/2008 thru 3/31/2009
Brian Reinoe
hl Equipment
7110-07Components for Modular Panels
& Chairs Awarded - 4/1/2008 thru 3/31/2009
Brian Reinoe
hl Equipment
7110-01 Visible Filing Equipment parent in approval process
4711-00 Commercial Laundry Equipment awarded
4400002270 Compaction Rollers - PA-DOTRIP - Child contracts to become
effective on 18 April 2008
Brian Reinoe
hl Compaction Rollers - PA-Dot
Appendix A
94
IFB #6100003
362 Self Propelled Belt Rollers
Bid Opening Scheduled for
02 May Brian Reinoehl Self Propelled Belt Rollers
CN00023616 Surveying & Specialty Engineering InstrumentsRenewed through
12/31/08. Brian Reinoehl Engineering Instruments
4400001944 Truck Tractors & Trailers Awarded Brian Reinoehl Truck Tractors
4400001626 Highway Support Trucks Awarded Brian Reinoehl Trucks
4400002235 Stainless Steel Spreaders Awarded Brian Reinoehl Spreaders, Anti-skid
2310-11 Pickup Truck Caps Renewed Brian Reinoehl Vehicles
9155-01 Wood Fuel Supply Awarded 3/1/2008 Joel Shiffler Raw Materials
9120-02 Supp Propane, Bulk Awarded 4/1/2008 Joel Shiffler Raw Materials
9135-05 Aviation Fuel Renewed 4/1/2008 Joel Shiffler Raw Materials
46000013171 Herbicides Awarded Joel Shiffler Raw Materials
46000013172 Herbicides- UAP Awarded Joel Shiffler Raw Materials
46000013169 Herbicides- Awarded Joel Shiffler Raw Materials
4600013170 Herbicides- CWC Awarded Joel Shiffler Raw Materials
4600013268 Herbicides- Supplement Awarded Joel Shiffler Raw Materials
4600013155 Delineation Devices- Hall Renewed Joel Shiffler Raw Materials
4600011967 Delineation Devices- Renewed Joel Shiffler Raw Materials
4400002113 Compost & Recycling Containers- parent Awarded Joel Shiffler Raw Materials
Appendix A
95
4400002043 Nutritional SupplementsAwarded Joe Gurzenda
4400002114 Compost & Recycling Containers- Norseman Awarded Joel Shiffler Raw Materials
4400002118 Compost & Recycling Containers- SCLA-1 Awarded Joel Shiffler Raw Materials
4600013242 Plastic Work Signs Awarded Joel Shiffler Raw Materials
4600013243 Plastic Work Signs- Eastern Awarded Joel Shiffler Raw Materials
4600013244 Plastic Work Signs- Traffic Awarded Joel Shiffler Raw Materials
4400002034 Mine Water Treatment Chemicals Awarded Joel Shiffler Raw Materials
4600013238 Truck Mixed Cement - Assignment ContractFinal Approved and In
Place Joel Shiffler Raw Materials
9905-14 Aluminum Sign Blanks-RenewedFinal Approved and In
Place Joel Shiffler Raw Materials
9905-15 Aluminum Coil Stock-RenewedFinal Approved and In
Place Joel Shiffler Raw Materials
5610-36 Bituminous Plant Mix Materials Awarded Joel Shiffler Raw Materials
5710-01 Bituminous Liquid Awarded Joel Shiffler Raw Materials
5610-36 Bituminous Plant Mix Materials Supplement 1 Awarded Joel Shiffler Raw Materials
5710-01 Bituminous Liquid Supplement 1 Awarded Joel Shiffler Raw Materials
5610-15 Aggregate Anti-Skid ITQ Supplement 6 In Process Joel Shiffler Raw Materials
6100002655 SRM Excavate & Paving DPW Out for Bid Joel Shiffler Raw Materials
Appendix A
96
BID OR RENEW IN THE
NEXT 3 MONTHS
Contract # Contract Title StatusCommodity
Manager Material
4600010315 & 4600010385 Safety League DBA Atlantic Tactical Extended Joe Gurzenda Uniforms
4600010316 & 4600010386 Starr Uniform Center Extended Joe Gurzenda Uniforms
4600010317 & 4600010387 Markl Supply Company Incorporated Extended Joe Gurzenda Uniforms
4600010318 & 4600010388 Outdoor Outfits Limited Extended Joe Gurzenda Uniforms
4600010319 & 4600010389 North Eastern Uniforms & Equipment Extended Joe Gurzenda Uniforms
4600010390 First Precinct Uniforms Extended Joe Gurzenda Uniforms
4600010391 Safety Equipment LLC Extended Joe Gurzenda Uniforms
4600005832 Electronic Monitoring Devices Renewing Joe Gurzenda Monitoring
4600009758 Electronic Monitoring Devices Renewing Joe Gurzenda Monitoring
4600009759 Electronic Monitoring Devices Renewing Joe Gurzenda Monitoring
4600011591 Electronic Monitoring Devices Renewing Joe Gurzenda Monitoring
4600011592 Electronic Monitoring Devices Renewing Joe Gurzenda Monitoring
4600011593 Electronic Monitoring Devices Renewing Joe Gurzenda Monitoring
NEW Mine Safety Items (DEP ONLY) Bid Joe Gurzenda Safety
7105-05 Commercial FurnitureRenewed - 5/1/2008 thru
4/30/2009 Brian Reinoehl Equipment
7110-06 Systems, Seating, Case GoodsRenewed - 6/1/2008 thru
5/31/2009 Brian Reinoehl Equipment
7125-01 PLCB Shelving 4 renewals available
Appendix A
97
Appendix A
7125-01 PLCB Shelving 4 renewals available
4400000675 Traffic Control Equipment Expires 6/30/08. All vendors have agreed to renew. Brian Reinoehl Traffic Control
CN00021704Vending Machines - Dept.
of Labor & IndustryExpires 8/31/2008. I plan on sending out renewal letters to the 2
vendors on contract in April or early May. Brian Reinoehl Vending Machines
4400002105
Vehicle Lifts and Garage Equip WSCA
06405In process of getting parent contract approved. Child contracts will be
released subsequently. Brian Reinoehl
Vehicle Lifts and Related
Equipment
Spreaders, Anti-skid
Multiple Award Out for bid Brian Reinoehl Spreaders,
Tire Re-treading/Repair/
Truck Preparing Bid Brian Reinoehl Truck/OTR g
2550-07 OEM Parts - Renew entering in SRM Brian Reinoehl
2850-01 & Supp HD Engine Parts - Renew Letters Sent Brian Reinoehl
2420-03 Aftermarket Parts - renew At treasury for approval Brian Reinoehl
9150-01Motor Oil, Lubricants, &
Antifreeze IFB on Street Brian Reinoehl
6850-01Water Treatment
Chemicals IFB on Street Brian Reinoehl
6850-04 Antifreeze Combined into 9150-01 Brian Reinoehl
4240-01Seats, Car, Infants Safety
Seats Will renew for 1 year eff. 8/1/08 Brian Reinohl Vehicles
4400002387
Compost & Recycling Containers-
Supplement- SCLA Bid Joel Shiffler Raw Materials
98
Appendix A
4400002374Compost & Recycling Containers- Supplement-
Kettle Bid Joel Shiffler Raw Materials
4400002390Compost & Recycling Containers- Supplement
Busch Bid Joel Shiffler Raw Materials
CN00025455 Reflective/ Non- Reflective Sheeting Bid Joel Shiffler Raw Materials
6810-11 Calcium Chloride Bid Joel Shiffler Raw Materials
6810-12 Evaporated Salt bid Joel Shiffler Raw Materials
CN00022955 Traffic Counters bid Joel Shiffler Raw Materials
9905-13 Traffic Signs Bid Joel Shiffler Raw Materials
CN00028489 Coal, Anthracite & Bituminous Out for Bid Joel Shiffler Raw Materials
6100003401 Coal, Under 500 Tons Out for Bid Joel Shiffler Raw Materials
9120-08 Energy Under Review Joel Shiffler Raw Materials
5610-49 Truck Mixed CementReviewing to make
award Joel Shiffler Raw Materials
9550-10 Posts and AccessoriesReviewing to make
award Joel Shiffler Raw Materials
5610-45 PavementReviewing to make
award Joel Shiffler Raw Materials
'00028470ITQ for Precast Box Culverts and Pre-cast
Concrete Products Bid Opening 4/15/08 Joel Shiffler Raw Materials
5680-01 Bituminous Crack & Joint Material To Be Re-Newed Joel Shiffler Raw Materials
5610-37 Bituminous Cold Patch Materials To Be Bid Joel Shiffler Raw Materials
10366400 SRM Concrete Beams To Be Bid Joel Shiffler Raw Materials
99
Handouts
• Handouts– Copy of the slide presentation– Legal
• Non-Bid Letter• RFP Selection Memo Template
– Training• Commodity Specialist Certification Topical Outline• Purchasing Agent Certification Topical Outline
100
• Questions & Answers