Purchasing Directors’ MeetingMarch 10, 2005

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Purchasing Directors’ MeetingMarch 10, 2005 Agenda

• Welcome / Meeting Overview

• Training Program – New Certifications

• NASCIO Guidance

• Operations / State Term Contract Update

• Open Floor / New Issues

• Next Meeting Location / Time

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New CertificationsPurchasing Agent

• CPPB or CPPO certification

• Completion of the Public Purchasing in Florida seminar

• Minimum twelve months experience in a full time purchasing position for the State or a political subdivision, i.e., spend the majority of work time:

– making final decisions on procurement methods, contract and purchase order terms and conditions, source and price (may be subject to approval by a purchasing manager), and

– conducting source selection processes

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New CertificationsPurchasing Agent (1 of 2)

• Vonnie Allen - AWI• Sonya Avant - FDLE• Linda Balcombe - Pinellas County Schools• Gregory Bolden - DOC• Barbara Carter - Osceola County BOCC• Patti Casey - DOC• Jim Den Bleyker - DMS• Gloria Dixon - DMS • John Donaldson - Okaloosa County BCC • Julia Flanagan – DOC• Janet Garrison - City of Tallahassee• John Harrison - Bay District Schools • John Hollingshead - Hillsborough County BOCC • Jane Hurley - City of Ocala

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New CertificationsPurchasing Agent (2 of 2)

• Lisa Kesecker - School Dist of Osceola County• Carol Lichon - School Bd of Sarasota County• Steven Long - SFWMD• Candis Mancuso - Pinellas County• Cathy McEachron - AHCA• Janice Pursley – DEP• Clark Rogers - FDLE• William Spencer - DOACS• Robert Threewitts - DOE• Diana Trahan - DOH• Mary Tucker - DeSoto County• Edwin Valla - DHSMV• Gerald Wilson - Town of Longboat Key• Malcolm Wilson - SFWMD

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New CertificationsPurchasing Manager

• CPPB or CPPO certification

• Completion of the Public Purchasing in Florida seminar

• Minimum three years experience in a full time purchasing position for the State or a political subdivision, at least of which must be in a purchasing management position, i.e., spend the majority of work time

– supervising one or more purchasing positions (defined above), which may include developing purchasing policies and procedures, and making final decisions on procurement methods, contract and purchase order terms and conditions, source and price, and

– conducting source selection processes

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New CertificationsPurchasing Manager (1 of 2)

• Linda Balcombe - Pinellas County Schools• Barbara Carter - Osceola County BOCC• Patti Casey - DOC• Judson Crane - Santa Rosa County School Bd• Jim Den Bleyker - DMS• Janet Garrison - City of Tallahassee• John Harrison - Bay District Schools• Jane Hurley - City of Ocala• Steven Long - SFWMD• Candis Mancuso - Pinellas County Purchasing

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New CertificationsPurchasing Manager (2 of 2)

• Cathy McEachron - AHCA• Gwendolyn Parker - DOE• Janice Pursley - DEP• Clark Rogers - FDLE• William Spencer - DOACS• Robert Threewitts - DOE• Mary Grace Tucker - Desoto County• Edwin Valla - DHSMV• Gerald Wilson- Town of Longboat Key• Malcolm Wilson - SFWMD

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New CertificationsNegotiator

• Completion of these NIGP seminars: General Public Procurement or Sourcing in the Public Sector; and Negotiation Strategies

• Completion of the Negotiation in Florida seminar

• Minimum of twelve months experience in a full time purchasing position (defined above) for the State or a political subdivision

• Leading a team through at least one procurement

through negotiation

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New CertificationsNegotiator

• Vincent Ackerman - DMS• Caryn Burt - DOT• Judson Crane - Santa Rosa County School Bd• Gwenn Godfrey - DEP• John Harrison - Bay District Schools• Roger Masten - DOT• Barbara Phillips - DOR• Russ Rothman - DMS• Beth Sparkman - DOR• Edwin Valla - DHSMV• Genanne Wilson - DJJ

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New CertificationsContract Manager

• Completion of the NIGP Contract Management or Contract Administration seminar

• Completion of the Contract Management in Florida seminar

• Minimum of either with the State or a political subdivision:

– twelve months experience in a full time purchasing position (defined above), or

– twelve months cumulative experience managing contracts, i.e., having the responsibility to assure that a contractor performs satisfactorily its obligations, on time, and within budget, as a condition to contract continuation and invoice payment

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Purchasing Directors’ MeetingMarch 10, 2005 Agenda

• Welcome / Meeting Overview

• Training Program – New Certifications

• NASCIO Guidance

• Operations / State Term Contract Update

• Open Floor / New Issues

• Next Meeting Location / Time

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NASCIO GuidanceIT Procurement Reform Committee

The IT Procurement Reform Committee is charged with increasing the value NASCIO members receive from IT procurements and improving the overall procurement process. The committee will provide recommendations and guidance on IT procurement best practices, focusing on specific topics such as IT contract terms, aggregated purchasing, and value and performance-based contracting. The committee will serve as a point of coordination with the federal government and other governmental and private sector entities interested in IT procurement issues. The committee will also identify emerging trends and issues in state IT procurement and develop issue briefs and related research materials as appropriate.

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NASCIO GuidanceIssue Papers

Sept 2004Walking the Road to the Win-Win: NASCIO Procurement Subcommittee’s Recommendations on Liability Limitations for State IT Contracting

March 2005Negotiating IP on the Way to the Win-Win: NASCIO’s Intellectual Property Recommendations

Late Spring 2005Leveraging State RFPs for Technology Projects [planned]

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NASCIO GuidanceImpact of Terms and Conditions on IT

• Information Technology Procurement represents some of the largest and most complex initiatives.

• Liability (risk) can be significant

• The work product has value and its ownership an use is a factor in attracting bidders and the ultimate cost

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NASCIO Guidance NASCIO and NASPO Approach

• NASCIO surveys vendors and states to determine most significant impediments to fair contracting

• Prioritizes key issues to Limits of Liability and Intellectual Property Rights

• Invites NASPO to partner and includes ITAA, GSA and vendor community to participate

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NASCIO Guidance Limits of Liability - Recommendations

• Deal with it up front, in the procurement process

• Hold vendors accountable for direct damages

• Exclude third party damages (generally indirect) if possible

• Limit liability to a factor of the value of the contract – amounts in excess of two time contract value appear to limit competition

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NASCIO Guidance Limits of Liability - Other Key Thoughts

• Copyright infringement should not be limited

• Bodily injury and death are not limited

• A fair deal keeps the “partners” in the relationship and driving for success

• Vendors, understand state limitations

• Both sides should seek legal advice in the contract development phase

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NASCIO Guidance Intellectual Property Ownership

• Intellectual Property has real value– Vendors covet the end product and the tools

used to develop them

– States may believe that ownership is the most appropriate solution for them

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NASCIO Guidance Intellectual Property Ownership

• Intellectual Property considerations/recommendations– Determine appropriate type of ownership

desired by State entity • Consider licensing options• Vendors be as flexible as you can

– Consider Escrow for licensed products to provide assurances in all circumstances

– Issues must be addressed up front. Ask questions-reach common understanding

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NASCIO Guidance Partnerships means sharing of risk and understanding

• Do the homework up front

• Communicate

• Study issues– Include key decision makers

– Obtain legal advice from general counsel

– Contact NASCIO or NASPO for information on these issue papers

• https://www.nascio.org/nascioCommittees/procurement/• http://www.naspo.org/

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Purchasing Directors’ MeetingMarch 10, 2005 Agenda

• Welcome / Meeting Overview

• Training Program – New Certifications

• NASCIO Guidance

• Operations / State Term Contract Update

• Open Floor / New Issues

• Next Meeting Location / Time

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DMS Re-tooling Buyer Teams

Transportation, Facilities & Supplies – Charles Covington

Transportation and EnergyDavid BennettJim Den BleykerRob Butler

Institutional Furnishings & SuppliesEllen PottsBrenda Wells

MRO & Law EnforcementMark LovellCharles Beall

Technology, Office Equipment & Services – Steve Hall

Information TechnologyStu PotlockJeff Rackley

Office Equip./Support Servs.Charles DaySusan BarrRenee Gregory

Special ProgramsTheresa DollarDavid ComerDonna Smith

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STC UpdateRespect and MyTwoAngels – First Aid Kits

Why Have Two Vendors for the Same Product?

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STC UpdateRespect and MyTwoAngels – First Aid Kits

10 PERSON KIT $19.32

# kit Item Description

1Bandage, Adhesive, Non-stick Pad, 1"X3" (16 per

unit)

1Bandage, Compress, Sterile, Non-stick Pad, 2", 4 per

unit)

1Bandage, Compress, Sterile, Non-stick Pad, 4", 1 per

unit)

1 Bandage, Triangular, Sterile, Approx. 40", (1 per unit)

1

Eye dressing set includes 1 oz. Sterile Eyewash Solution, 2 Sterile Pads, and 2 sets Adhesive Strips (1per unit)

1Medicated Burn Ointment, 1/8 oz., Foil Pack (6 per

unit)

1 Tourniquet and Forceps (1 ea. Per unit)

1 Wire Splint (1 Per Unit)

10 PERSON KIT $18.30

# kit Item Description

1 Bandages, Adhesive, Plastic, 3/4" X 3", (16 per unit)

1 Bandage, Plastic, Elbow & Knee, 2" X 4" (1 per unit)

1Bandage, Fabric, Small Fingertip 1 3/4" X 2" (1 per

unit)

2 Guaze Dressing Pads, 2" X 2", (4 per unit)

2 Guaze Dressing Pads, 3" X 3", (2X2packs, 4 per unit)

2 Guaze Dressing Pads, 4" X 4", (2X2packs, 4 per unit)

1 Trauma Pad, 5" X 9", (1 pack, 2 per unit)

1 Conforming guaze roll bandage, 2" X 4.1 Yd.

1 Conforming guaze roll bandage, 3" X 4.1 Yd.

1 Triangular Sling/Bandage

1 Instant Cold Compress, 6" X 9"

1 Exam Quality Gloves, 1 pair

1 Sterile Eye Pad

3 Triple Antibiotic Ointment Packs

1 Burn Relief Pack, 3.5 gm

10Alcohol Cleansing PadsOther Items

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STC UpdateRespect and MyTwoAngels – First Aid Kits

Recommendation - keep both vendors. Agencies can choose vendor based on hazards/needs at specific locations.

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Purchasing Directors’ MeetingMarch 10, 2005 Agenda

• Welcome / Meeting Overview

• Training Program – New Certifications

• NASCIO Guidance

• Operations / State Term Contract Update

• Open Floor / New Issues

• Next Meeting Location / Time

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Purchasing Directors’ MeetingMarch 10, 2005 Agenda

• Welcome / Meeting Overview

• Training Program – New Certifications

• NASCIO Guidance

• Operations / State Term Contract Update

• Open Floor / New Issues

• Next Meeting Location / Time

29

Purchasing Directors’ MeetingNext Meeting

Time: 3:00 pm to 5:00 pm

Date: Thursday, April 14, 2005

Location: FDOT Auditorium 605 Suwannee Street