Transcript Slide 1
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PROCUREMENT POLICY COUNCIL
July 30, 2008 9:00 am to Noon
2 PPC AGENDA 1.
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Update on ERP 6.0 – Patti Chapman BMWBO – Kathryn Waters-Perez Materials & Services Contract updates – Roxana Dietz & Walt Quade Energy Update/Fuel Futures – Walt Quade New ITQ process – Dennis Fellin Procurement Handbook updates – Ellen Dunlap Purchase Order and Contract Posting “Attachments” – Ellen Dunlap SRM – Ellen Dunlap
Work Flow Changes Bidding Issues Bidding Changes Doc Builder Changes P-card Enabled Supplier Enablement – Joan Kraft RFP Playbook – Joan Kraft
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Legal – Pam Cross Right-To-Know Redaction Guidelines Training – Jeff Mandel Negotiations Course SAP Navigation Course New Certification courses – update Questions & Answers Appendix PPC AGENDA
4 IES
5 IES
6 IES
7 BMWBO
8 BMWBO
9 BMWBO
10 BMWBO
Materials Contracts MATERIALS CONTRACTS: AWARDED OR RENEWED IN THE PAST 3 MONTHS Contract #
4600010660 4600013354 4600013355 4600013467 4600013246 4400002444 440002443 440002446 4400002447
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4600013480 4600008907 8415-03 8305-03 8414-04 4400001714 Effective 8-2008 7-2008 7-2008 7-2008 7-2008 7-2008 7-2008 7-2008 7-2008 8-2008 7-2008 7-2008 7-2008 7-2008 7-2008
Contract Title
Tobacco DPW Food DPW Food Nutritional Supplements Nutritional Supplements Spring Water Spring Water Spring Water Spring Water Janitorial Supplies MRO Uniforms Textiles Uniforms Latex Paint
Status
Renewed New Contract New Contract New Renewed Awarded Awarded Awarded Awarded Awarded Effective 8-18 SYDist Renewed Renewed Renewed Awarded
Associate Commodity Manager
Rich Gaul Rich Gaul Rich Gaul SAP SRM SAP SAP SAP Rich Gaul SAP Rich Gaul Rich Gaul Rich Gaul Rich Gaul Rich Gaul SRM SRM SRM SRM SRM Jim Pinci JP Duvall JP Duvall JP Duvall JP Duvall JP Duvall SAP SAP SAP SAP SAP SRM
Material
Tobacco Products Food Canned and Dry Food Food-Canned and Dry Supplements Supplements Water Water Water Water Janitorial Supplies Electric Bulbs Uniforms -PSP Textiles Uniforms Paint
Materials 12
Contract # 9140-04 9140-01 9130-03 5610-37 RFQ DGS 08-01 5684-02 MATERIALS CONTRACTS: BID OR RENEW IN THE NEXT 3 MONTHS Contract Title Diesel Fuel Heating Oil unleaded gas Futures Contracting for Fuel Bituminous Cold Patch Unregulated Electric Supply Metal Pipe Floor Machines Food Service Equipment Vehicles Status To be Bid To be Bid To be Bid To be Bid To be Bid To be Bid To be Bid To be Bid To be Bid To be Bid Commodity Manager Shiffler Shiffler Shiffler Shiffler Shiffler Material Liquid Fuel Heating Oil Gas All petroleum Products Cold patch Shiffler Shiffler Reinoehl Reinoehl Reinoehl Electricity Pipe Floor Machines Food Equipment Vehicles
Materials 13
users at real-time NYMEX price.
• Order Process – Agency sends future month requirements to DGS – DGS secures 42,000 gal. lots through supplier based on known • Will be done when market is favorable, will lower total cost compared to current spot market contract price.
– DGS completes PO’s for each included agency or facility to assign each it’s share of secured quantities to justify securing additional lots, the facility will be instructed to use the pre-existing fuel contract.
14 SERVICES CONTRACTS: AWARDED OR RENEWED IN THE PAST 3 MONTHS
15 SERVICES CONTRACTS: AWARDED OR RENEWED IN THE PAST 3 MONTHS
16 SERVICES CONTRACTS: BID OR RENEW IN THE NEXT 6 MONTHS
17 New IT ITQ
• • • • •
Guiding Principles for New IT ITQ IT ITQ Tiers Notes on Contract Structure Proposed Service Category Structure Timeline
18 Guiding Principles for New IT ITQ
• • • • • • •
Optimized performance Utilize Best value as evaluation method Minimize Risk Maximize Competition
– More defined: Clarifying service categories – Narrow the qualification process • Better, more tangible information
Easier to Administer
– Agency/DGS/OIT: Process standpoint
Timeliness (RFQ to PO) Align with MBE-WBE goals
19 IT ITQ - Tier 1
• 0-$50,000
– Statement of work (model) – IT ITQ Ts & Cs – Allow for mixed T&M and deliverables – Use established rate card for T&M work. (T&M must meet or beat Staff Aug rates) – Agency makes selection – No Competitive solicitation required – A waiver is required from DGS if total expenditures are over $100, 000 with the same supplier in the same fiscal year, PO quantities are not considered.
– T&M can not be greater than 40% of contract value
20 IT ITQ – Tier 2
• $50,000 - $250,000
– Expedited RFQ Process – Sent to all suppliers in category – Statement of work (model) – Allow for mixed T&M and deliverables - Use established rate card for T&M work. (T&M must meet or beat Staff Aug rates) – IT ITQ Ts & Cs – Team selects based on best value – T&M can not be greater than 40% of contract value
21 IT ITQ – Tier 3
• Greater than $250,000
– Standard RFQ process – Statement of work (model) – Agencies must request DGS delegation authority (Same as RFP requirement) – Uses recommended percentage allocations • Cost, DB, Technical (Same as RFP requirement) – Minimum Point Allocations: » Cost: 30%, MBE/WBE: 20% » Technical provision – Sent to all suppliers in category – Statement of work (model) – IT ITQ Ts & Cs – Allow for mixed T&M and deliverables - Use established rate card for T&M work (T&M must meet or beat Staff Aug rates) • T&M can not exceed 40% of total contract value.
– Team selects based on best value
IT ITQ Notes on Contract Structure 22
• • • • • • •
T&M can be part of the deliverables contract when the following conditions apply
: – Updating and maintaining current software, in support of the contract – Work will be needed for varying projects in support of the contract that have no definitive timetable or deliverable that can be realistically projected.
– The use of alternative maintenance or development in support of the contract
Allow use of p-card under $5000. Allow use of Auto POs Agencies to rate supplier performance on each project,. Continue to allow “piggybacking” under the new IT ITQ based on the continuing inquiries received from local public procurement units Add new service categories guided by changing technology and agency business needs Retain Open enrollment & add new categories as technology and business needs change
23 IT ITQ Proposed Service Category Structure
• Cabling Services • COTS Software Services • MOTS Software Services • Software Maintenance – If the company is listed on Dell/ASAP contract the company automatically added to this category. This category is for regular annual maintenance fees. POs to be payable to Dell/ASAP. • IT Training – Classroom/Non-Classroom
IT ITQ Proposed Service Category Structure 24
• Consulting Services – Help Desk • Consulting Services – IT Security Assessments • Consulting Services – Telecom & Network Services • Consulting Services – Project Management • Consulting Services – IV&V • Consulting Services – Radio Services • Consulting Services (IT) – General • Software Development Services? – Specialized Services – SAP – Specialized Services – JAVA – Specialized Services - .NET
– Specialized Services – GIS • Integrator, IT – Suppliers providing hardware and/or software and project management for installations.
25 Task
DGS-OIT Workgroup Sessions Develop Draft proposal for New ITQ Review with DCIOs - CIOs DCIO - CIO Comment Period Review with Tech Council Develop Final ITQ Version Legal Review of T&Cs Final Prep for ITQ Publication Hold Supplier Info Sessions on New ITQ ITQ Publication Vendor Qualification Process New ITQ Procurements can begin (7-1-09 start) Deadline for work under Old ITQ New ITQ Contract Begins
IT ITQ Timeline Start
14-Mar-08 14-Mar-08 26-Jun-08 26-Jun-08 01-Jul-08 30-Jun-08 30-Aug-08 03-Nov-08 15-Nov-08 30-Dec-08 09-Jan-09 01-Apr-09 30-Jun-09 01-Jul-09
Complete
01-Jul-09 01-Jul-08 03-Jul-08 11-Jul-08 30-Aug-08 30-Aug-08 26-Sep-08 26-Dec-08 30-Dec-08 30-Dec-08 30-Mar-09 01-Jul-09 30-Jun-09 01-Jul-09
26 Contract Attachments
• A Contract Attachment Listing is in development by DGS for: RFP (Paper Submittal) RFP (Document Builder) RFQ (Document Builder) IFB Contract/Purchase Order Attachments IFB Attachments (Document Builder) PO Off Statewide Contract IT-ITQ • The listing describes what files need to be attached in: SRM eMarketplace Internal File
Search Functionality
• User MUST log in to Portal to access search functionality. • Enter keyword(s) into search field and then press the GO button.
Procurement Handbook Updates
• Search results will display. • Click on the Title Heading to pull up specific Chapter.
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Procurement Handbook Updates
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Part 1 Chapter 7 – Thresholds & Delegations
A new Section B was added which reinstates the thresholds for specific procurements.
– For the repair, maintenance, modification, or calibration of equipment services to be performed by, and repair parts supplied by, the manufacturer of the equipment or by the manufacturer's authorized dealer, agencies are authorized to procure, on a no-bid basis, up to $10,000.
– For software license maintenance agreements and extensions of software licenses, agencies are authorized to procure, on a no-bid basis, up to $10,000.
– For agency leasehold construction improvements, agencies are authorized to procure, on a no-bid basis, up to $10,000.
Part 2 Chapter 16 – Trade In Equipment
• Guidelines have been specified for the trade in of equipment.
Part 2 Chapter 18 - Vehicles
• There were no substantive changes made to this section. Changes were made for organization, consistency and clarity.
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Amending Sole Source Chapters in Part 1, 2, 3 & 4
When a purchase order or contract is issued to the supplier, the agency will send a letter to the supplier, along with reporting forms, reminding the supplier of its responsibility to file a report of political contributions exceeding $1,000 in the aggregate with the Secretary of the Commonwealth before February 15.
Bid Workflow Survey Results
• There were 38 complete responses to the Bid Workflow Survey.
• 28 Agencies were represented.
• 63% of users stated that Bid Workflow is working for their Agency.
• Even though 37% stated that workflow did not work for their agency…only 3 agencies out of that total wanted to change the workflow on bids for their agency.
– Labor & Industry – SERS – Fish & Boat
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• Pilots are pending the results of the Financial Transformation Project.
• Public Advertising Supplier – At least 1 (one) supplier’s name MUST be added to the bidder/bid tab for a public bid.
– Agencies can use the dummy Public Advertising Supplier 815901.
– Or they can add any suppliers SAP Vendor Numbers to verify supplier is registered in SRM.
30 SRM Bidding Issues
• • • Agencies are encouraged to provide out reach to the supplier community before a bid goes out on the street.
Agencies should determine whether suppliers are interested in doing business with the Commonwealth.
– Add suppliers name to the Bidder/Bid tabs in order to check PA Supplier Portal registration.
Agencies can provide bidder training guides to suppliers.
SRM Sample Bid Information Good example of text to assist the supplier while bidding.
IMPORTANT BID INFORMATION 1.
DOCUMENT(S) TO BE RETURNED
: THE FOLLOWING DOCUMENTS MUST BE RETURNED WITH YOUR INVITATION TO BID RESPONSE 6100005387; MBE/WBE FORM AND APPENDIX A:FEE/COST SUMMARY. PLEASE NOTE THAT YOU MUST MEET INFORMATION LISTED IN THE STATEMENT OF WORK UNDER "QUALIFING INFORMATION" IN THE ATTACHMENTS BELOW IN ORDER TO BE CONSIDERED FOR THIS IFB.
YOU MAY REFER TO THE SRM BIDDING REFERENCE GUIDE
ON THE SUPPLIER PORTAL AT WWW.PASUPPLIERPORTAL.STATE.PA.US FOR BIDDING INSTRUCTIONS.
PLEASE NOTE: PLEASE REMEMBER TO TYPE YOUR NAME AND TITLE IN THE COMMENT SPACE WHEN ANSWERING NUMBER 28 (ATTRIBUTES QUESTION) YOU WILL NEED TO ATTACH THE COMPLETED DOCUMENT(S) TO YOUR BID RESPONSE USING THE FOLLOWING INSTRUCTIONS: 1. SELECT THE MY NOTES LINK UNDER THE GENERAL DATA TAB.
2. NOTE: THE MY NOTES LINK CONTAINS AN AREA FOR YOU TO INSERT ANY COMMENTS ASSOCIATED WITH YOUR RESPONSE. ENTER YOU REMARKS IN THEBIDDER'S NOTE TEXTBOX.
3. SELECT THE BROWSE BUTTON IN THE ATTACHMENTS SECTION OF THE SCREEN.
4 LOCATE THE COMPLETED DOCUMENT YOU SAVED TO YOUR DESKTOP (OR OTHER ELECTRONIC FOLDER).
5. SELECT OPEN AND THE DOCUMENT WILL AUTOMATICALLY POPULATE THE PATH FIELD.
6. SELECT ADD. (YOU CAN ONLY ATTACH ONE DOCUMENT AT A TIME).
7. PLEASE MAKE SURE YOU PUT YOUR PRICES ON THE APPENDIX A/FEE COST SUMMARY AND IN SRM UNDER ITEM DATA FOR EACH OF THE LINE ITEMS LISTED. (PLEASE FOLLOW BIDDING INSTRUCTIONS ON THE SUPPLIER PORTAL).
IF YOU HAVE ANY QUESTIONS PLEASE CONTACT: WANDA BOWERS COMMODITY SPECIALIST 717-346-3840 717-783-6241
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There are four areas of identification provided to suppliers to determine if their bid was submitted. They are: 1. Pop Up Window Box Message which displays when bid has been first submitted.
2. General Data Tab> Basic Data> Bid Status when the bid is open.
3. Bid Status field in the search result area.
4. E-mail notification.
SRM Bid Status
SRM Bidding Changes
• A tip has been included to the Line Item Tab to remind suppliers to Check their bid before submitting.
• The Submit button will be grayed out until the “Check” is performed. • After Check has been performed, user can submit the bid and the green message indicator will display the status as submitted.
• A soft message now displays the price per the unit of measure for which the supplier has submitted.
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• Hard stop messages: – Can not be changed by supplier • Location • Incoterm • Payment Terms
SRM Updates
• The Upload and Download buttons at the top of suppliers bidding screen have been removed.
• • Procurement’s Business Process Team is currently working to redesign the PA Supplier Portal in the areas of registration and bidding. The restructuring will focus on the suppliers perspective. The goal is to: – Lessen the required steps.
– Make site more user friendly and intuitive.
– Ensure clear and consistent text throughout.
DGS in conjunction with IES is developing a pocket checklist for the suppliers which will list all the steps a supplier has to complete to submit a bid successfully.
• IES is working on functionality to allow suppliers to reset their passwords. Functionality is in development.
• IES is also working on the e-Alert functionality within the PA Supplier Portal.
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• Training Division is working on developing an End User Procedure (EUP) for the 902 partner.
35 Document Builder
Word Document to Doc. Bldr.
• It is very important to ensure that all non-html tags are removed before pasting any text into Doc. Bldr.
• There is a utility provided by Microsoft which allows users to FILTER any HTML that may have been created by MSWord.
Open MS Word document Go to menu File> Save as Web Page Specify a new file name and in the “Save as type” option, set it to: Web Page, FILTERED (html, htm.) Click on the Save button.
Now open the file and copy the contents to paste into the Document Builder editor.
eMarketplace P-Card Enabled
• • In eMarketplace when searching for contracts, users can determine if a contract is P-card Enabled by looking for a check in the P-Card indicator.
Go to http://www.emarketplace.state.pa.us/ > Search Contracts> and scroll over to the right-hand side.
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Non P-Card Enabled in SRM • • Suppliers that accept P-Card, but are not Enabled in SRM, will not be checked.
In development is a request to add a drop down menu which allow you to choose P-Card Enabled, P-Card Accepted or Both.
RFP Playbook 37
• • • • • • •
Purpose
Provide step by step guidance and procedures on the RFP process for DGS and Agencies Assist end users in walking through the process Enabling Tool Includes templates • • • • • • •
Clarifies Roles & Responsibilities
Agency DGS BOP Director Issuing Officer Evaluation Committee Legal BMWBO Negotiating Team
Guidance Only
Not replacing policy in Procurement Handbook Not meant to supersede Procurement Code or DGS Procurement Handbook Noncompliance with this playbook shall not result in the disapproval of the document, rejection of the proposals or cancellation of the RFP.
38 RFP Process Map
RFP Playbook Attachments 39
• Request for Delegation • Timeline templates • Confidentiality Statement • Statement of Work Guide • RFP Scoring Guide • Preproposal Conference Guide • Requirements Responsive checklist • Notice of Selection for Contract Negotiations • Master Scoring Guide • Notice of Non-Selection • Workflow Approval • eMarketplace Web site • Request to Advertise Instructions • Debriefing template • Domestic Workforce Utilization Certification • Evaluation of Contractor Performance • And more…
40 RFP Scoring Category Guide
Materials Services
RFP Scoring Technical Cost DB Total
Domestic Workforce Enterprise Zone Small Business Range 25%-40% 55% -40% 20% 100% Not Applicable Bonus 6% maximum Range 50% -40% 30% -40% Bonus Bonus 20% 100% 3% maximum 6% maximum
41 Proposed RFP Scoring Flow Chart RFP TECHNICAL SCORING FLOW CHART Issuing Office Allocates Points
Technical Evaluation Committee Scores Proposals Sealed Proposals Received BMWBO Scores Proposals No Further Consideration
no
Is Score >=70% Over Highest Proposal?
Issuing Office Keeps Cost Section
Sample Technical Scoring Sheet
yes no
Finalize Scoring Issuing Office Opens Cost and Scores Needs Clarification?
yes
BAFO
RFP Playbook Feedback 42 Feedback/Revisions
• Formatting • Add “Review of Proposals” section • Defined Responsibility • Clarify Process Map • Reorder Q&A posting on website • Added “Deliverable” to SOW checklist • Removed bid room language • Incorporated evaluation process • Added Comptroller (as needed) to paper approval process • • • • • • • • • • • •
Primary Sources DGS Legal DPW LECS Comptroller State BFO PCCD PHHS DOT BMWBO DOH PSP Agency Focus Group Invited agencies are: DPW, DOC, L&I, PDE, DOH, DOT, DEP Will reconvene on 8/11/08 to discuss the document and gather feedback.
43 RFP Playbook Going Forward
• • • • •
To be Updated Periodically Changes in statutes Court decisions Further clarification New practices Changes in policy
• • • •
Procurement Handbook Updates Technical scoring Comptroller participation Further define roles and responsibilities Annex Training
•
Training Division developing new RFP course materials.
Location
•
www.dgs.state.pa.us/procurement
44 Supplier Enablement
Schaedler Yesco Distributors
Now available as a Punch Out Catalog.
*They are not an XML supplier.*
E
valuated
R
eceipt
S
ettlement
Kickoff with Ennis Paint & Todd Heller Inc. Estimated Go Live of September 1 st .
Reminder: XML suppliers rely on timely Goods Receipts.
45 Overview of “New” RTK Law
Contracts executed after July 1, 2008
, for $5,000 or more involving real or personal property, or for personal services are required to be sent to Treasury.
– This includes, but is not limited to:
• DGS Statewide or Agency Contracts • Standalone Purchase Orders • MOUs and IGAs • Grant agreements
– Not included:
• POs issued against statewide or agency contracts
46 Overview of “New” RTK Law
All contracts provided to Treasury under the new law shall have at least the following information redacted from them:
– Taxpayer identification numbers (EIN’s and SSN’s) – HIPPA protected information – Personal or entity financial information (such as bank or other financial account numbers, check routing numbers, and other similar data that might reasonably create risks to the security of the account owner)
47 Overview of “New” RTK Law
• When uploading a contract to Treasury’s website, an agency can notify Treasury that the contract is fully redacted and that Treasury will be authorized to make the contract available on its website without further notification to or direction from the agency.
• Agency Counsel will be responsible for reviewing all documents which apply under the law and identifying what needs to be redacted.
48 What is required for “full” redaction?
• • • • • • •
Taxpayer Identification Numbers
: EINs and Social Security Numbers.
Financial Information
economic capability.
requested in an IFB or RFP to demonstrate the bidder’s
Personal Information
and family information.
: SSN; driver license number; employee or other identification number; home, cellular and personal telephone numbers; personal email addresses;
Personal Financial Information
: Credit, charge or debit card information; bank account information; bank, credit or financial statements; account or PIN numbers.
Protected Health Information (PHI):
identify the individual.
Information related to the physical or mental condition of an individual, the provision of health care to an individual, or the payment for the provision of health care to an individual that identifies or could be used to
Confidential Proprietary Information
: Commercial or financial information which is privileged or confidential which if disclosed would cause harm to the competitive position of the person who submitted the information. *
Trade Secrets
: Information that is of independent economic value because it is not generally known and is under reasonable efforts to maintain its secrecy. * * The entity submitting confidential proprietary information or trade secrets must include with their submission a signed written statement that the document or record contains a trade secret or confidential proprietary information.
49 Which contract documents need to be uploaded?
• Contracts/POs – With the exception of text fields, Contract/PO Output out of SAP/SRM already complies with full redaction requirements – Agencies should download the output document, save it to their desktop and upload it to the Treasury site (along with the required summary information) • Attachments – SAP is unable to determine if attachments have been redacted or not – Users should review all attachments associated with a contract/purchase order, redact as necessary and then upload to the Treasury site
50 Contract Summaries
• The contracts shall be accompanied by a summary that contains the following information:
1.Date of execution 2.Amount of the contract 3.Beginning date of the contract 4.End date of the contract 5.Name of the agency entering into the contract 6.The name of all contractors executing the contract 7.Subject matter of the contract 8.
Type [‘Contract’, ‘Purchase Order’, or ‘Amendment’] 9.Parent Contract Number 10.Agency Contract Number
Changes to Contracts/P.O.s
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• If a change is made to any one of the summary fields located on Treasury’s site, then Agencies should update the summary information and attachments
– Since SAP does not differentiate amendments or changes as separate document numbers, Agencies will need to append the Contract/PO document number with new effective/change date – Example: • Original Document # 44XXXXXXXX • Change Document # 44XXXXXXXX_071508
52 Frequently Asked Questions about the “New” RTK Law
• Agency contracts currently entered in SAP as Funds Commitments: – If the amount is greater than or equal to $5,000.00, then Agencies will need to input the contract summary data – Agencies must obtain the paper copy of the contract, black out information that must be redacted and upload to Treasury site.
53 Frequently Asked Questions About the “New” RTK Law
• SAP Purchase Orders do not contain “Start” and “End” dates
– “Start date” recommendation = fully executed date – “End date” recommendation = end of the latest fiscal year embedded in the fund
• Contract target value = $999,999.00 or there is no amount
– Agencies should enter what is displayed in SAP
• Which document type gets selected when a change occurs to PO?
– Amendment
54 Frequently Asked Questions About the “New” RTK Law
• Purchase Orders Against Statewide Contracts
– Not REQUIRED TO BE submitted – AGENCIES HAVE DISCRETION OVER WHETHER THEY PROVIDE THESE
• Amendments to Contracts Executed Before July 1, 2008
– If one of the summary fields change, then THE CONTRACT AND THE AMENDMENT should be provided
55 Frequently Asked Questions About the “New” RTK Law
• What if original Contract is under the 5K threshold and change has been entered which makes the Contract >5K? What gets entered into the Treasury system?
– Upload the original and the amendment to the Treasury system
• Do changes made to Contract's at Fiscal Year End (FYE) (ie: reductions, liquidations) need to be entered into the Treasury system?
– If one of the summary fields change, then it should be provided
56 Other Points of Information
• Treasury does not have any enforcement authority under the law.
• Contracts that have been made available on Treasury’s website in response to a request will remain available for immediate access by subsequent website users.
• Treasury will purge all records within 4 years of the end date specified on the contract summary.
57 Length of Purchase Orders
• The underlying contract (and any incorporated solicitation document) governs the permissible length of purchase orders issued against the contract.
• Sources of governing language may be found in the solicitation, standard terms and conditions, or special terms and conditions.
• Typically, our recent standard terms and contract documents limit PO length to no later than 90 days beyond the end date of the contract.
• Absent a specific restriction found in the governing contract or inherent in the scope or delivery method of the contract (e.g., a specific quantity contract or a contract where delivery must be made in 30 days of issuing the PO), a PO can be issued the day before the contract ends for the normal service or delivery period.
• Agencies should consult with agency counsel or DGS counsel for contracts where it is unclear.
58 Training Negotiations Course –
First draft is under final review. This course will be available via WBT and administered via E-LMS in August.
SAP Navigation/Overview Course –
75% complete. Final revisions are being made. This course will be available via WBT and administered via E-LMS.
SAP R/3 Purchasing Course
course will be comprised of master data, contractor responsibility program, displaying contracts, creating purchase orders, processing reports, good receipt, and invoicing information.
–
Under development and is 45% complete. This
New Certification Courses –
These courses are 60% complete. BOP has tentatively scheduled this pilot for September 8-11, 2008. The pilot is being conducted to determine the duration of the class. If your agency is interested in participating in the pilot, please contact Roz East via e-mail at [email protected]
later than c.o.b., August 8, 2008.
no
RFP Course –
75% complete. This course is still under development, pending finalization of RFP Playbook.
59 Training Penn State Supply Chain Management
classes are scheduled to begin in the Fall/2008. Anyone interested in attending the upcoming class, contact Barbara Booher at (717) 783-1201 or e-mail at [email protected]
those of you whose names are pending in the queue, you will be contacted via email. Responses are due no later than August 29, 2008.
. For
Requisitioning and Receiving
Selinsgrove and Greensburg area this Fall/2008 and will be 2-days in length. regional training in King of Prussia, You will find these trainings out on the DGS BOP Training Calendar, and the classes can be accessed via E-LMS for registration. Any questions, contact Angela Eshleman at (717) 772-3096 or Cynthia Anderson at (717) 214 3445.
Creating and Maintaining PO’s Solicitations and Contracts
training has been canceled due to low response.
regional
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• Appendix – Service level Agreements – Technical Scoring
61 Service Level Agreements
Technical Scoring Sample Technical Scoring Sheet Maximum Points = 350 Supplier 1 Supplier 2 Rater A Rater B Rater C Rater D Rater E Rater F Rater G Rater H Total Avg. Score
342
2564
320 340 322 345 310 328 305 331 332 323 300 338 333 339 329
2673 321 334 Supplier 3 Supplier 4 Supplier 5 Supplier 6 Supplier 7
300 175 210 210 335 320 186 220 195 315 324 195 200 217 310 344 191 215 220 309 328 190 194 202 329 331 189 212 205 328 315 192 202 227 323 316
2578
184
1502
192 212 306
1645 1688 2555 322 188 206 211 319 230 62 Supplier 8
250 235 217 255 205 245 225 210
1842
* Any supplier scoring less than 70% of highest scoring proposal is considered non-responsible. * If maximum points =
350
* Then 70% of maximum points =
245
* Therefore, suppliers 4, 5, 6 and 8 are eliminated.
Points Allotted Rank 336 350 338 197 3 1 2 8 215 221 335 241 7 6 4 5