Transcript Slide 1

Meeting
February 24, 2010
Agenda
2
1.
Follow up items from November 2009 PPC meeting – Jeff Mandel
2.
BMWBO – Deputy Secretary Peter Speaks
3.
Materials Update – Jeff Mandel
4.
Services Update – Roxana Dietz
5.
Xpedx Presentation – Rick Whitcomb, Kim Sowers and Rebecca Long
6.
Toner Cartridge Recycling – Betty Goodling
7.
Other Procurement Updates
–
eMarketplace – Sue Plecker
–
E RFP – Sue Rojas
–
New Award Form – Roxana Dietz
–
New Delegation Letter – Roxana Dietz
–
Document Naming– Stephanie Fetter
8.
Legal – Chuck Anderson
9.
Policy Updates – Cheryl Kleeman
10.
Training Updates – Jeff Mandel
Follow-up items from 11-5-2009 PPC
1.
Put SBR Form on BOP website
– SBR Self Certification form posted to forms section for Agencies
– http://www.dgsweb.state.pa.us/comod/CurrentForms/SmallBusCert.doc
2.
P.O. Line Item Reconciler
–
role MRBR access
The following transactions which are needed to run blocked invoice reports and to clear the blocks are
all part of the Line Item Reconciler Role:
ZMRBR – Yes – included in invoice reconciler
MRBR– Yes – included in invoice reconciler
MR11– Yes – included in invoice reconciler
Y_DC1_32000674 - Yes – included in invoice reconciler
Transaction ME23N is part of the Purchasing Display Role and all purchasing related roles have this
as part of the composite role.
3.
Request for Expression of Interest – Procurement Handbook guidelines
–
3
Will include in future revisions to the Handbook
New Questions for PPC
1.
Procurement of telecommunications/IT cabling services - when is it appropriate to use
the IT ITQ versus ordering from Verizon thru ISS?
–
2.
How does agency make an award when requirement to publicly advertise was not
met? Example: Bid came in over $10K or advertisement was overlooked. Part 1,
Chapter1, Section D of the handbook states “Upon written request from an Agency, the
Secretary of the Department of General Services, or their designee, may grant a waiver
from any requirements of this handbook, provided the waiver would not be a violation of
law”. Is DGS able to grant a waiver to the advertisement based on the handbook?
–
4
An agency should only utilize Verizon contract for cabling runs up to 150 feet. For cabling runs
> 150 feet, the IT ITQ should be used following defined processes associated with $
thresholds. Point was addressed in the COPA’s written responses to supplier’s questions
during Telecommunications RFP process.
DGS cannot grant waiver from the requirement for advertisement. However, in this scenario we
could retroactively grant a waiver for the dollar threshold of the formal solicitation process
Bureau of Minority and Women Business Opportunities
Updates from BMWBO
 Total Percentage MBE/WBE Commitments for 2009
16.77%
RFP Percentage Commitments for MBE/WBE in 2009
15.25%
* In 2003 Total Percentage MBE/WBE Commitment was less than 3%
BMWBO
Contributions To Increased Disadvantaged Business
(DB) Numbers
• Increased 20% weight for DB portion in RFPs
• Pre-proposal Conferences
• Increased cooperative relationship between Agency
Procurement Staff and BMWBO
6
BMWBO
Assistance Still Needed
• Encouragement of Pre-proposal Conferences
• Involvement of BMWBO from Cradle to Grave-See
Procurement Handbook Part II, Chapter 7
-Notification to BMWBO about drafting of Statement of
Work (SOW), Evaluation Meetings, and Contract
Negotiations
• Notification of changes in DB Commitments & Scope of
Work which could affect DB involvement
• Award Notification (New form to be presented later)
7
BMWBO
BMWBO Contact Information
• 611 North Office Bldg.
Harrisburg, PA 17125
Phone: (717) 783-3119
Fax: (717) 787-7052
Email: GS, RFP-BMWBO/RFPs
• Gayle Nuppnau, Procurement Liaison, BMWBO
(717) 346-3819
[email protected]
8
Materials Contract Update
Contract
Number
9
Name of Contract
Type of
Solicitation
Estimated
Ann. Dollar
Values
Contract
End Date
Renewals
Remaining
Number
of
Contracts
Agency
Commodity
Specialist
4400006081
Lt Duty Trucks
IFB
$2,500,000
8-31-2010
0
7
All Using
A. Robinson
4400006010
H/D Power Equip
IFB
$12,000,000
8-31-2011
4
38
All Using
R.
Woodworth
4400005916
Agric Power Equip
IFB
$8,600,000
9-30-2011
4
43
All Using
R.
Woodworth
4400005558
Const . Equip.
IFB
$9,179,000
7-31-2011
4
12
All Using
R Woodworth
9140-01
Heating Oil
IFB
$9,900,000
8-31-2010
4
9
All Using
J Banks
9130-03
Unleaded Gas
IFB
$4,000,000
9-30-2010
4
3
All Using
J Banks
9140-04
Diesel Fuel
IFB
$15,377,000
8-31-2010
4
9
All Using
J Banks
4400005987
Passenger Vehicles
IFB
$3,500,000
8-31-2010
0
10
All Using
A. Robinson
Materials Contract Update
Contract
Number
10
Name of Contract
Type of
Solicitation
Estimated
Ann. Dollar
Values
Contract
End Date
Renewals
Remaining
Number
of
Contracts
Agency
5610-36
Bituminous
IFB
$55,000,000
1/31/2011
0
75
PENNDOT
5710-01
Liquid Bituminous
IFB
$26,000,000
2-29-12
0
12
PENNDOT
Commodity
Specialist
Patrick
Rosenella
Patrick
Rosenella
Materials New Solicitations
Contract
Number
Name of
Contract
Type of
Solicitation
Estimated
Ann. Dollar
Values
Contract
End Date
Renewals
Remaining
Number
of
Contract
s
Agency
Commodity
Specialist
4600008380
Alum Coil Stock
IFB
$3,000,000
6—2010
1
1
All Using
Vessella
4600013668
Medical and
Specialty Gases
ITQ
$750,000
April
4
4
All
Bollinger
New
Fish Food
ITQ
$1,750,000
April
3
1
All Using
Gabriel
4400002483
Soap
ITQ
$500,000
April
4
1
Corrections
Kathy Lewis
4400002825
Dump Trucks
RFP/IFB
$2,000,000
9-30-2010
0
0
All Using
Isenberg
9120-08
Electricity Supply
RFQ
$40,000,000
Variable
-
-
All Using
Knerr
4600008263
Alum Sign
Blanks
IFB
$3,500,000
2-2010
0
2
All Using
Vessella
4600010244
Medical Supplies
IFB
$5,750,000
8-2010
4
2
All Using
Michele Scott
11
New MRO Solicitation!
Larger number of independent lots:
– Electrical
– Elec. Square D
– Sylvania Lamps and Accessories
– GE Lamps and Accessories
– Phillips Lamps and Accessories
– General Hardware
– Material Handling
– Safety
– Hand and Power Tools
– HVAC
– Filters
– Pumps and Plumbing
12
– Motors and Power Transmission
MRO
• Evaluation Committee DOC, PENNDOT, DGS, DMVA,
DPW.
• Asked for additional Value Added Services!
• Two Year Contract with three one year renewals
available.
– Expiration date of current contact is October 3, 2010
13
Electricity Shopping
• DGS has shopped 1200 electric accounts served by PPL
Utilities and made awards to alternate suppliers.
– Bids included accounts belonging to the majority of
Commonwealth agencies
– DGS also began providing assistance to COSTARS
members seeking assistance in this area
• 300 of accounts bid belong to COSTARS members
• This process has been successful, resulting in significant
cost savings vs. PPL rates for 2010.
– $10 million for COPA accounts
– $1 million for COSTARS members
14
Services Team New Contracts
15
16
17
18
19
xpedx & Commonwealth of Pennsylvania CONTRACTS
Contract # 4400001609
Fine Printing Paper
Parent # 4400001609
Contract End Date: 5/31/2010
Specialty paper, copier paper, color paper, laser
paper, printing paper & rolls, NCR paper, envelopes
Contract # 4400002506
Offset Printing & Equipment Supplies
Parent # 4400002495
Contract End Date: 6/30/2011
Graphics & printing supplies
Contract # 4400003183
Floor Machines, Vacuum Cleaners,
Parent # 4400003175
Cleaning Equipment & Accessories
Contract End Date: Extended to 10/31/2010
ProTeam, Tomcat, Nobles
 Contract # 4400003455 ………………………….. Kent Floor Equipment - Line #2
20
Contract # 4400004314
Packaging & Supplies
Parent #4400004314
Contract End Date: 2/28/2010
Strapping & tools, stretch wrap & dispensers, tapes,
kraft wrap, packaging peanuts, bubble wrap, mail
tubes, packing list envelopes, packaging labels,
cable ties, foam coolers, etc.
Contract # 4400004755
Incontinent Care Products
(Previously # 4600011009)
Contract End Date: Extended to 12/31/2010
PaperPak – Incontinent products
21
Contract # 4600011158
Plastic Ware for Food
Parent # CN00023420
Contract End Date: Extended to 2/28/2010
Disposable cups & lids, medicine cups, water cups,
paper soufflé cups, disposable bowls & lids, foam
plates, compartment trays, disposable plastic cutlery
Contract # 4600011969
Disposable Dietary Products
Parent # 737001
Contract Ending Date: Extended to 5/31/2010
Steam table pans, straws, foil, butcher paper,
parchment paper, foam containers
Contract # 4600013480
Janitorial Supplies
Parent # 4600013480
Contract End Date: Extended to 9/24/10
Cleaning supplies - cleaning chemicals and tools,
soaps, matting, floor pads, roll & folded towels,
toilet tissue, facial tissue
Contract # 4400005348
Mailroom Equipment
Parent # 4400005332
Contract End Date: 7/31/2011
Mailroom equipment (Secap)
Contract# 4600008005 - Lot 4
Dilution Control
Parent # 792008
Contract End Date: Extended to 4/11/10
Disinfectants, general purpose cleaners, bathroom
& glass cleaners, sanitizers & cleaner/degreasers
xpedx – Harrisburg
Division
211 House Avenue,
Camp Hill, PA 17011
(800) 321-1804
Vendor #102381
Federal ID #13-0872805
23
24
25
QUESTIONS
Presented by:
Rick Whitcomb
[email protected]
Group Sales Manager, xpedx-Harrisburg
Office: 717-612-6124
Fax: 717-612-3105
Cell: 717-512-4709
26
Kim Sowers
Business Administrator
Office: 717-612-3111
[email protected]
Rebecca Long
xpedx Sales Professional
Office: 717-612-3135
[email protected]
PIBH
•
Recycling Program for Toner and Inkjet Cartridges
– Collect and recycle all empty cartridges from copiers, facsimiles, and printers, which includes OEM
cartridges (HP, Lexmark, etc.) and any cartridges that may have been previously remanufactured
– All cartridges must be recycled through the Commonwealth’s Recycling Program
– At no time should cartridges be returned to the manufacturer, supplier, recycled through any other
recycling centers or thrown into the trash
– Only 10% of the PIBH remanufactured toner cartridges are currently being recycled
• Drives up cost for all
– You may view the Commonwealth’s Recycling Procedures at
http://www.dgsweb.state.pa.us/comod/other/CWOPARecycling.doc
• Procedures reference two different methods for return; one for Capital complex and the other
via return UPS labels
– Return UPS label is already included in the box of any PIBH/Goodwill remanufactured
toner cartridge.
27
PIBH
•
Defective Toner Cartridges
– Do not dispose of or place defective toner cartridges in any recycling containers
– Defective cartridges should be returned to the supplier for a replacement or credit, with the
exception of PIBH remanufactured toner cartridges
• There will be a label affixed to the top of the cartridge that says “Goodwill”, if the cartridge was
remanufactured through the PIBH program
– If you receive any defective PIBH toner cartridges, contact the DGS Quality Section by email at [email protected] and provide the following information:
a) Your point of contact
b) Agency and Location of defective cartridge
c) Printer Brand and Model
d) Describe in detail the nature of the problem
– Your case will be assigned to a Quality Specialist to investigate and provide further instructions to
you after reviewing your complaint/concern
28
PIBH
•
Trash Liners
– Agencies to purchase PIBH plastic trash liners directly from
PIBH before considering other plastic trash liners available
for purchase on the Xpedx contract
•
Carpet and Carpet Tile Installation
– Agencies to offer commercial and residential installation services to
PIBH
29
eMarketplace Enhancements
eMarketplace main has been modified to show all tabs without scrolling
30
eMarketplace – Contract Search Enhancements
Contracts page has been broken down into two (2) pages. First page no longer need to scroll and
now shows more description than the previous version. Select Contract Number to proceed to page 2
31
eMarketplace – Contract Search Enhancements Cont’d
Page 2 consists of all information found on page 1 as well as viewing the contract and
other information no longer found on page 1.
Green logos for contracts that contain Green content will be a new feature
32
Emergency Procurements
• Objective – Secretary & Governor’s initiative to make more information available
for public scrutiny.
33
Emergency Procurements
Public will be able to view the following
34
Emergency Procurement Process
Agency receives internal approvals
to submit EPO Request
If approved, agency receives approval e-mail
back from the electronic system
*Agency completes electronic EPO Form
and all supporting documentation
Agency creates Emergency Purchase
Order and attaches all supporting documentation,
including email authorizing approval
(i.e. OA/OIT approval, estimated costs,
quotes, statement of work, etc).
Agency routes electronic EPO for
internal approval.
Final approver sends to DGS
Agency e-mails DGS after Emergency Purchase
Order has been entered.
Include EPO number
( Agency Head or designee)
DGS receives auto-generated e-mail
regarding EP form request for approval
DGS approves/disapproves
or returns for correction
DGS release PO in SRM and notifies
Agency when released
Denotes
Agency
Process
Denotes
BOP
Process
*For situations in which the health, safety & welfare dictate, verbal approval should be requested prior to submitting
Electronic EPO Form
35
Emergency Procurements
• Benefits
– Public Notice
– Electronic internal agency approvals via e-mail
– Electronic DGS approvals via e-mail
– Archiving of Emergency Procurement form and all related
documentation for 4 years.
– Internal DGS reporting features
36
Emergency Procurements
• Key Dates
– Demo was provided to the eMarketplace Agency Focus Group
on 01/22/10
– Testing was conducted with agency personnel on 02/08/10
– Go live date was 02/17/10.
– Agency notification sent 02/17/10
End User Procedures can be located on the “Help”
section of PA eMarketplace
37
Emergency Procurements
• Enhancements that have been completed
since go live:
– Fixed text fields to allow copying & pasting of text. That
functionality was causing the application to crash.
– EP Length field has been expanded to allow more than 12
characters. Now allows up to 2,000
– When typing into the text boxes on the electronic EP form, it now
tells you how many characters you have remaining
38
Emergency Procurements
• Future Enhancements – We are still compiling a list
of enhancements, just to name a few
– Allowing multiple e-mail addresses for Central Procurement
Offices or other staff to receive copy of
approval/disapproval/return for correction e-mails.
– Extensions submittals - allow upload of documents
Suggestions for enhancements are welcome
39
Emergency Procurements
• Future Enhancements (cont’d)
– The following language will be added
And provide explanation as to what created the threat
– The following language will be added
Note: DGS will not accept “delay in new contract being executed” as a basis for an EP
unless the Agency can provide detailed, justifiable explanation for the delay. For example,
if a supplier filed a protest & the agency is required to stay the award, thus delaying the
process by “X” days
40
What is eRFP?
41
•
Proposal evaluation system
•
Automates RFP evaluations
•
Assists in providing quality evaluations, complete and traceable documents and timely
contract award decisions
•
Enables evaluators to reduce or eliminate travel
•
Allows collection and separate opening of Disadvantaged Business (DB), cost and
technical proposals
Background
Manual evaluations
Cycle time and scoring
accuracy
42
Cumbersome system
Labor intensive
Standard evaluation method
Inconsistent results
Central proposal repository
Document retention
Defendable reporting
RFP Flow Chart Comparison
43
Written Proposal Eval. Exec. Report
CRITERIA
Did the Offeror describe the
types of transportation
vehicles that it has to utilize
to provide services under
the contract? To include
number and type of each
vehicle and it's safety
features for all vehicles to
be utilized under the
contract?
Does the Offeror
Does the Offeror describe its
describe its safety communication
control
equipment which will
procedures to
be utilized by its
transport parole transporting personnel
violators? Are the during their daily
safety control
routine of transporting
procedures
offenders? Is this
acceptable?
acceptable?
CRITERIA
TYPE
Safety Procedures and
Equipment
Safety Procedures Safety Procedures and Safety Procedures and
and Equipment Equipment
Equipment
Does the Offeror
describe methods and
types of safety
control devices
utilized in transport?
Are they acceptable?
WEIGHT %
20.00
20.00
10.00
20.00
Proposal 1
18.60
18.60
9.32
10.20
Audrey
18.00
18.00
9.00
18.00
Debra
16.00
16.00
8.50
17.20
Kay
19.60
20.00
9.80
19.00
Sally
20.00
19.80
9.80
18.20
Victor
19.40
19.20
9.80
19.00
Proposal 2
16.84
16.04
7.32
16.28
Audrey
16.00
16.00
8.00
16.00
Debra
16.00
17.40
8.90
18.00
Kay
15.00
15.00
7.00
15.00
Sally
19.00
18.00
9.00
16.50
Victor
44
19.40
19.00
6.80
17.60
• Report used for evaluation
committee meetings
• Shows all scores and
criteria for the team
• Hyperlink shows question,
evaluator & score
Evaluator Scoring Progress
45
Summary Score Report
• Run Summary Score Report to see which supplier gets total points
• No need to complete Scoring sheets as long as you use eRFP for your evaluation
46
Advantages
•
Eliminate paper intensive processes
•
Easily identify and justify selection of “best qualified” proposal
•
Documents evaluation process from project set-up to final award recommendation
•
Reduce time, cost and subjectiveness of evaluations
•
Captures all notes generated during evaluation process
•
Provide complete audit trail
•
Evaluators use on-line forms with pre-defined evaluation criteria
•
Objective evaluation process
•
Evaluators trained and supported by Commodity Specialist
•
Instantaneous report generation
Currently only utilized by BOP personnel however, agency evaluator personnel
may also be called upon to use scoring software.
47
Award Form - Existing
48
BOP-010 Award Form
•
Form to be completed by Agency issuing contract/PO for procurements that exceed
Services dollar thresholds established in Part 1, Chapter 7 of Procurement Handbook.
– Agency provides, if DGS provided the agency full delegation.
– BOP provides, if BOP led the solicitation and the agency executed the resulting contract/po.
– BOP provides, if BOP led the solicitation and executed the resulting contract.
•
Copy of Recommendation for Selection Memo, Domestic Workforce Certification, and copy
of disadvantaged business commitments made in contract must accompany form, and if
applicable, a copy of Small Business Reserve self-certification.
– Recommendation for Selection Memo is not applicable to IFBs
– Domestic Workforce Utilization Certification only applicable to Services RFPs, RFQs and Multiple
Awards Solicitations
– Small Business Requirement (SBR) must be pre-defined in original solicitation
•
Submit completed form and attachments within (10) ten days after contract/po executed to:
Janis Brown, DGS/BOP and Christine Quinn-Dear, DGS/BMWBO.
http://www.dgsweb.state.pa.us/comod/CurrentForms/BOP010.doc
49
BOP-010 Award Form
50
BOP-010 Award Form
51
Document Naming
•
The approach to document-naming is an attempt to keep naming consistent,
streamlined and simplified, which will reduce frustration when Right to Know
Coordinators or other users are searching for documents. They will be able to locate
and decipher the exact documents with minimal time and effort.
•
Standard file-naming conventions enhance user searching and/or reviewing of
documents with minimal time and effort.
•
Structured file-naming conventions will:
– Keep file names consistent, streamlined and simplified
– Enhance searching/reviewing capabilities with minimal time and effort
– Eliminate frustration when searching for and/or reviewing documents
•
52
Documents should be easily identifiable by at least three components:
1.
File Name
2.
An Identifying Number
3.
A Version Identifier
Document Naming Continued
•
File Name (e.g., Standard Terms and Conditions; Statement of Work; Change Notice)
–
This is the most important element of a file name.
–
Should be exactly what the document or form is called.
– Should be spelled out (keep abbreviations and symbols to a minimum).
– Any document which may have consecutive documents deriving from the solicitation or contract (e.g.,
addendum, renewal, amendment, etc.) should be identified by such numbering . (See table of examples in
Slide 54.)
•
Identifying Number (e.g., Solicitation or Contract Number)
– Critical when the contract is multiple-award (hierarchical) and numerous suppliers.
– File names tend to be too wordy when supplier names and other descriptions are used.
•
•
Much cleaner and easier if the [solicitation/contract] number is used.
Version Identifier (e.g., Creation Date/Revision Date
– Optional and should be used to identify a version of a document if necessary.
53
Document Naming Examples
This!
Not this!
Statement of Work _ 4400000XXX
SOW
Standard Terms and Conditions _4400000XXX
Document
Standard Ts & Cs
Ts & Cs
IFB 610000XXXX
Change Notice 1 _4400000XXX
Change Notice 2_ 4400000XXX
In this example, the document is easily identifiable as the first
and second change to the contract. For hierarchical
contracts, use the parent contract number.
4400000XXX change notice 1
Chg Ntc #1; Chg Ntc #2
4400000XXX Change #1 ABC Company
Change 1; Change 2
Sample Service Chg Notice 1_4400000XXX
Renewal 1_4400000ABC Renewal 2_4400000ABC
Renewal 1_4400000XYZ Renewal 2 _4400000XYZ
In this example, the documents are easily identifiable as 1 st
and 2nd renewal for both children suppliers. For hierarchical
contracts, use the child contract number rather than the
company name.
Renewal letter signed – ABC Company
ABC Company Renewal 2009
2009 Renewal – ABC Company
Sample Service 2009 Renewal#1 ABC Co.
Amendment 1_4400000XXX
Amendment 2_4400000XXX
Amendment No. 1; Amendment No. 2
Amendment #1; Amendment #2
1st Amendment; 2nd Amendment
54
Right to Know
55
Right to Know Continued
56
Procurement Retention Policy
Category
Description
Retention Period
Shopping Cart/Purchase
Requisitions
Covers internally generated documents requesting a procurement be started
and internal written determinations that are required by the Procurement
Code. This category does not include documents related to the actual
solicitation process, or documents submitted by a vendor.
If a contract results from
the solicitation:
Life of the Contract + 4
years
Otherwise:
3 years
Examples: Requests/Approvals for Sole Source and Emergency purchases;
explanation for cancellation of a solicitation; shopping cart requests.
Purchase Orders
Covers Contract Purchase Orders (purchase orders issued against an existing
contract document). This category does not include Standalone Purchase
Orders (purchase orders not issued against an existing contract).
Life of the Contract + 4
years
Bid Documents/
Solicitations
Includes all documents relating to the IFB and RFP solicitation processes.
If a contract results from
the solicitation:
Life of the Contract + 4
years
Otherwise:
1 year
Examples: The IFB or RFP, all Addenda/Flyers, all bids or proposals
received for a solicitation, BAFO communications, Bid Tab or RFP
Contractor Selection Memo.
Contract
Includes all documents related to a Contract. This would include a copy of
the executed contract, all attached exhibits and any other official records
generated as part of the negotiation and execution process (such as CRP
determinations), and all change notices and amendments.
Life of the Contract + 4
years
This category also includes Standalone Purchase Orders (purchase orders
not issued against an existing contract).
Reference: General Schedule for Records Retention, effective January 12, 2010.
57
New Delegation Letter
The following requirements will be included in a revised
delegation letter that will be issued in the near term.
– Use of RFP template/Doc Builder
– BOP as non-voting committee member
– BMWBO notification as required
– Completion of Award form (as discussed earlier)
– Advertisement on eMarketplace
– Use of 1000 point scale
– Notation of weights and cost formula utilized in RFP
– Use of Recommendation for Selection Template Memo
– Term not to exceed 5 years without BOP approval
58
Procurement Handbook Progress Report
Description
59
Location
Status
Cooperative Agreements (GSA)
Pt I Ch 28
Pt II Ch 21
Legal Reviewing
Funds Commitment
To be
determined
Draft Language Under Review
Sole Source: Revision of entire chapter
Pt III Ch 5
BPI Drafting
Definition and use of RFEI
Pt I Ch 2
Legal Drafting
RFP process distinction between BAFO and Preselection Negotiation
Pt I Ch 6
In Development
Addition of version dates
Version: February 2010
All Chapters
 Complete
Addition of Part , Chapter and Page Numbers
Pt I Ch 01 – Pg 2 of 3
All Chapters
 Complete
Repair broken hyperlinks
All Chapters
 Complete
Fix search functionality
All Chapters
 Complete
http://www.portal.state.pa.us/portal/server.pt/community/procurement_handbook/14304
SAP Support Pack Schedule
UPCOMING SUPPORT PACK SCHEDULE
System
Development
Quality 1
Quality 2
Move to Production
60
Testing Timeline
March 2, 2010 thru March 5, 2010
March 9, 2010 thru March 30, 2010
April 2, 2010 thru April 9, 2010
April 10, 2010
Goods Receipt Survey
Goods Receiver (GR) Survey:
• Intent is to obtain a better understanding of:
o Goods Receipt Process
o Time dedicated to processing GRs
o Obstacles encountered throughout the GR Process
• Will be directed to those with the Goods Receiver Role
• Survey consists of 13 questions
• Will take 10 Minutes
• Should be available end of this week
• Will be distributed via email
61
Supplier Portal Language Revisions
• Revision of Tip language on Process Bids (bid search) page:
• Revision of TIPS message on Process Bid (creating or changing a bid) page:
62
Supplier Portal Language Revisions
• Addition of Messages prior to submitting a bid:
• Addition of Messages for a held bid:
63
Training Updates
 New Courses will soon be available
– Statement of Work
– Bid Specifications
Web-Based Training
 Procurement Policy and Process
–
Purchasing Agency Course is scheduled for April 12-15, 2010
–
This information will be available in the near future in E-LMS for enrollment.
Course Announcements will go out in late February
 Certified Purchasing Manager Certification Program
– Penn State 2010 Spring schedule
• March 2,9,16,23,30
• April 6,13,20,27
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Contact Information
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Chuck Anderson, DGS Attorney, Strategic Source
717-214-7739
[email protected]
Scott Cross, Director, Programs & Systems
717-783-8676
[email protected]
Roxana Dietz, Director Services Procurement
717-787-8062
[email protected]
Stephanie Fetter, Assoc, Commodity Manager, BOP
717-787-7526
[email protected]
Betty Goodling, Program Manager for PIBH, BOP
717-787-7324
[email protected]
Cheryl Kleeman, Strategic Development Manager, BOP
717-346-4326
[email protected]
Joan Kraft, Director, Business Process Improvement
717-705-0564
[email protected]
Jeff Mandel, Chief Procurement Officer
717-787-5862
[email protected]
Susan Plecker, Systems Manager, BOP
717-346-2678
[email protected]
Walter Quade, Director, Materials Procurement
717-787-4775
[email protected]
Sue Rojas, Strategic Development Manager, BOP
717-346-8176
[email protected]
Peter Speaks, Deputy Secretary & Special Advisor to the Governor
717-783-8720
[email protected]