Purchasing Directors’ Meeting - DMS€¦ · [email protected] David Copa (850) 413-0018...
Transcript of Purchasing Directors’ Meeting - DMS€¦ · [email protected] David Copa (850) 413-0018...
Agenda
• Introductions & Welcome Comments – Roz Ingram
• Procurement Assistance Workgroup – Office of Fiscal Integrity Updates – Li Liu
• MFMP – Cliff Chroust and Judson Freeman
• Professional Development, Governance and Rules –Veronica McCrackin
• Bureau Chiefs - New Contracts, Renewals, and Upcoming Solicitations
• Hot Topics – All
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Statewide Enterprise Efficiency Initiatives
Procurement Assistance Workgroup
Office of Fiscal Integrity (OFI) UpdatesMarch 2015
Statewide Enterprise Efficiency Initiatives
Procurement Assistance Workgroup
• Reporting December 2014 Outcomes
• SharePoint Access
• SharePoint Contracts with no Financial Outcome
Reporting
SharePoint
Statewide Enterprise Efficiency Initiatives
Procurement Assistance Workgroup (PAW) scorecards are prepared
quarterly and shared with:
• Executive Management
• Governor’s Agency Head Meetings
• Governor’s Chiefs of Staff Meetings
• Governor’s Office of Policy and Budget
Reporting
SharePoint
Procurement Assistance Workgroup
Statewide Enterprise Efficiency Initiatives
Notifications are sent two weeks in advance by OFI to agency contacts to
give them adequate time to review and update their information on
SharePoint. Please keep your contacts up to date, to ensure delivery of
these reminders.
Maintaining up to date, accurate and complete contract data in SharePoint
will ensure that the Secretary’s Office and the Governor’s Office of Policy
and Budget (OPB) views the most reliable and useful data at the time of
their review.
Reporting
SharePoint
Procurement Assistance Workgroup
Statewide Enterprise Efficiency Initiatives
Reporting
SharePoint
Procurement Assistance Workgroup
Reporting
Period
Contracts to
Renegotiate /
Reprocure
Contracts
Started
Contracts
Completed
December 2014 248 180 153
September 2014 245 179 148
July 2014 226 161 127
April 2014 228 150 116
Statewide Enterprise Efficiency Initiatives
Reporting
SharePoint
Procurement Assistance Workgroup
Reporting Period FY 2013 / 14 FY 2014 / 15 FY 2015 / 16
through
contract end
December 2014 $27,335,630 $18,900,715 $25,135,665
September 2014 $27,328,511 $18,611,654 $25,135,665
July 2014 $27,518,934 $14,173,846 $21,339,307
April 2014 $23,077,292 $ 9,295,923 $15,578,574
Statewide Enterprise Efficiency Initiatives
Reporting
SharePoint
Procurement Assistance Workgroup
Savings Cost
Avoidance
Internal
Redirect
Value
Added
Total
December
2014
$16,180,829 $21,791,774 $31,104,531 $2,294,877 $71,372,011
September
2014
$16,180,829 $21,495,593 $31,104,531 $2,294,877 $71,075,830
July 2014 $12,630,633 $15,292,659 $32,813,939 $2,294,877 $63,032,087
April 2014 $ 7,103,827 $ 8,547,409 $30,002,555 $2,297,997 $47,951,788
Statewide Enterprise Efficiency Initiatives
Reporting
SharePoint
Procurement Assistance Workgroup
Log-in Help
Please contact DMS Office of Fiscal Integrity for assistance in gaining
access to the PAW SharePoint website.
OFI Contact Information:
Li Liu (850) 487-0015
David Copa (850) 413-0018
Statewide Enterprise Efficiency Initiatives
Reporting
SharePoint
Procurement Assistance Workgroup
Contracts that have completed with no financial outcome are noted on the
Contract Review Roster in the box highlighted below.
Statewide Enterprise Efficiency Initiatives
Procurement Assistance Workgroup
OFI Contact Information:
Li Liu (850) 487-0015 [email protected]
David Copa (850) 413-0018 [email protected]
MFMP Utilization
• As of November 2014, full utilization has been achieved (80% or greater) for Purchase Orders/Contracts, Invoicing, Catalogs and Receiving.
• Average agency eQuote utilization continues to exceed the 50% target set for December 2014, measuring 58% for the January Scorecard.
• The MFMP team continues to reach out to agencies with lower utilization.
• Quarterly Scorecard delivery
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MFMP Enhancements
CRs Implemented Dec. 18, 2014
CR # Description Hours
186Add PO Start/End Dates to
Analysis Included in
Amendment I
212Flag IR’s reassigned by DFS
auditors240
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MFMP Enhancements
CR # Description Estimated HoursEstimated
Implementation
266Support DFS Object Code
Conversion 736
Release 9.21.1April 9, 2015
268Requisition Mass Edit of
Vendor Location144
Release 9.21.1April 9, 2015
270Add a new Contract Type
value to the Contract module
No cost (under 40 hours)
Release 9.22.0April 28, 2015
273
Scope Object Code Chooser and Support Non-
encumbered conversion of Req./PO
244Release 9.21.1April 9, 2015
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MFMP Vendors
Annual Vendor Inactivation
• On Feb. 26, 2015, MFMP completed the annual vendor inactivation process.
− 41,571 locations inactivated
• In order to be inactivated, these locations have not had:
− A purchase order in MFMP
− A payment in FLAIR
− Or made any account updates in the past two fiscal years
Vendors who were inactivated can re-register their account with updated information at: https://Vendor.MyFloridaMarketPlace.com
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Vendor Engagement Initiative
The MFMP vendor team will re-engage our vendor community through a multi-faceted approach, including:
• Increased vendor communications− Updated welcome email− Vendor surveys and feedback− Social media presence
• New Vendor Training− MFMP TV – short YouTube trainings− Expanded online trainings
• Increased Vendor Utilization− eInvoicing campaign− Catalog expansion
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DFS Object Code Standardization
• MFMP will work with DFS to support agencies with the object code conversion.
• Manual updates to MFMP POs can be completed by initiating a change order and updating the object code. - MFMP users with the CO No Workflow permission can update
the object code field without re-generating the PO approval flow.
- A change order job aid for this conversion project is available at
http://www.dms.myflorida.com/object_code_standardization.
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DFS Object Code Standardization
MFMP will coordinate with DFS to convert the remaining encumbered MFMP POs with agency unique object codes.
• MFMP will use the file DFS provides of the “A” encumbrances converted in FLAIR and update the object code including:
Encumbrance number Encumbrance line number
Agency unique object code “New” statewide object code
OCA External Category
External Object External General Ledger
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DFS Object Code Standardization
To further assist agencies in their conversion, MFMP has identified a way to support agencies with a large number of unencumbered POs. • At the agency’s request, MFMP will update the agency unique
object code to the “new” statewide object code on unencumbered POs and associated requisitions for the current fiscal year.− MFMP will extract agency mapping from FLAIR via MRE and
leverage that map for the unencumbered Req/PO conversion
• The only field that can be systematically converted through this option is object code. Other fields like OCA, External Category, External Object and External GL cannot be updated through this conversion.
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DFS Object Code Standardization
• If your agency wishes to participate in the unencumbered order and requisition conversion, the purchasing or F&A director needs to:- Send an email to the MFMP inbox,
[email protected], requesting MFMP convert these files.
• Updates will be made during the same planned MFMP downtime used to convert encumbered POs.
• Existing invoice reconciliation (IR) line items will need to be manually changed. New IR’s will default the object code based upon the respective order or contract details.
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Professional DevelopmentProfessional Development Certifications – FCCM• Jan. 27, 2015 - Official launch of initial FCCM
• Feb. 19, 2015 - Certificates for Q2FY14-15 were distributed to purchasing directors. In the future, certificates will be distributed at the meetings.
• March 1, 2015 - invitations for Q4FY14-15 were transmitted using Event Brite.
• Working with DFS to establish calendar for Q1FY15-16. Continuing to work on curriculum for FCCM - Recert. The division is extending the certification expirations dates of Florida Certified Contract Managers to allow for continued curriculum development.
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Florida Certified Contract Manager Certifications
Expired or Expiring by: Extended to:
June 30, 2015 Dec. 31, 2015
Professional Development
Professional Development Certifications –Initial FCCM Statistics*
Invitations sent by Quarter
*The chart includes all classes from October 2014 to February 2015.
Third Quarter
Fourth Quarter
Total Invitations
257 642 899
Total Invited
Total Attendees
Total "No Shows"
Seat Utilization
Total Certifications
Pass Percentage
303 266 37 87.8% 266 100.0%
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Professional Development
Professional Development Certifications – FCCM Invitation and Registration Process
• PDs are provided a proposed invitation list prior to beginning of a quarter for review and changes.
• During the review period, unlimited changes may occur.
• After final roster is submitted to DMS, only changes for employees who are leaving the agency are accepted.
• For quarterly updates, only changes to that quarter’s roster should be provided.
• Changes to the master roster will be completed on an annual basis (next needs assessment will be July 2015).
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Professional Development
Professional Development Certifications – FCCM Invitation and Registration Process
Sample Invitation• Quarterly invites using Event
Brite• Invitees are given 30 days to
register for a class during a respective quarter
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Professional Development
Professional Development Certifications – FCCN & PMP
• FCCN pilot and beta sessions occurred in January and February 2015, and the team is now focused on improving the course based on feedback.
• The next PMP class will convene in April 2015. Candidates identified and invitations sent on March 19, 2015.
• Mandatory orientation for participants will occur on March 27, 2015, from 10:00 am - 12:00 pm.
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Services and Special Projects Bureau
Solicitations
• P-Card– Negotiations phase
• Rental Vehicles ITN– ITN launched in August– Four responses received– Negotiations phase
• Broker of Record for Excess Property Insurance– ITN launched Feb. 10, 2015– Responses due April 24, 2015
• Broker of Record for Bridge, Property, and Business Interruption– ITN launched Feb. 10, 2015– Responses due March 10, 2015
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Services and Special Projects Bureau
Updates
• Postal Mail Services (80141800-15-01)– Executed Jan. 1, 2015– Ends Dec. 31, 2017
• Security Officer Services (92121500-14-01)– Executed Dec. 15, 2014– Ends Dec. 15, 2016
• Custodial Services (76111500-15-ACS)– Executed Dec. 23, 2014– Ends Jan. 31, 2019
• Online Legal Database Services (81111902-15-ACS)– Previous STC expired Feb. 18, 2015– DMS established a new enterprise ACS agreement for investigations– Executed Feb. 19, 2015; ends Dec. 21, 2018– DMS did not procure a new STC for online legal research
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Services and Special Projects Bureau
Updates
• Management Consulting (973-000-14-1)– Vendor reports show widely varying numbers of RFQs received– Low reported number – 17; Highest – 87– Contract requires RFQs be sent to all vendors
• Financial & Performance Audits (973-000-14-2)– Vendor reports show widely varying numbers of RFQs received– Low reported number – 2; Highest – 16– Contract requires RFQs be sent to all vendors
• Fuel Card Services (973-163-10-1)– The contract expires Aug. 5, 2015 – Five years of renewals are available
• Telephonic Interpretation Services– DMS is working with WSCA on procurement– DMS may establish a new enterprise ACS agreement if results favorable
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IT/Telecom Bureau
Updates• Microsoft License, Maintenance & Services (252-001-09-1)
– Extended for six months– Expiration date now Sept. 30, 2015
• IT Research and Advisory Services (973-501-12-ACS)– Renewal in progress
• Miscellaneous IT Equipment (250-WSCA-10-ACS)– NetApp Inc. added to the contract– Minnesota is extending contracts with the current vendors through Sept.
30, 2015
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IT/Telecom Bureau
Updates• Data Communications Products and Services (43220000-WSCA-14-ACS)
– Mitel Business Systems has been added– Waiting on a Participating Addendum from Avaya Inc.
• Audio and Video Equipment and Accessories (880-000-09-1)– Renewed for two additional years– Expiration date now Feb. 18, 2017
• Multifunction Products, Printers, Facsimile Equipment, Scanners, Related Software, Supplies and Services (600-000-11-1)– Renewal in process for two additional years– New expiration date will be Aug. 3, 2017
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IT/Telecom Bureau
Solicitations
• Licensing Solutions Providers of Microsoft Software and Services (07-43230000-L)
– In the evaluation stage of the solicitation process
Under Review
• IT Disaster Recovery (991-268-11-1)
– Contract expires Aug. 8, 2015
– Five years of renewals available
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Goods Bureau
Solicitations
• Pest Control ITB released Feb. 25, 2015.
• Tires – STC extended until Aug. 28, 2015– ACS with WSCA being reviewed
• Construction, Industrial, Agricultural and Lawn Equipment– Solicitation anticipated release in March 2015– Two separate ITBs, one week apart
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Updates
• Library Furniture Contract (56121000-15-1) in effect from Feb. 20, 2015, through Feb. 19, 2019, with seven contractors awarded.
• PRIDE contract (94131608-15-P) renewed for one year effective Feb. 22, 2015.
Goods Bureau
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