chad poppell, secretary purchasing directors’ meeting june 1, 2015

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Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Page 1: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Chad Poppell, Secretary

Purchasing Directors’ MeetingJune 1, 2015

Page 2: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Agenda• Introductions & Welcome Comments – Roz Ingram

• Professional Development – Daniel May

• MFMP – Judson Freeman

• Services and IT Bureau– Cliff Nilson

• Goods Bureau– Dick Chatel

• Tallahassee Area Chapter of the NIGP – Donna Smith

• Rules - Bruce Conroy, Special Counsel

• DOAH – Roz Ingram

• Hot Topics – All

Page 3: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Professional DevelopmentFlorida Certified Contract Manager (FCCM)• In mid-2014, the Department of Financial Services became collaborators with

DMS on the FCCM course.• Participants meet requirements for both Advancing Accountability (AA) and

Florida Contract Manager training. • The course, co-facilitated by DMS and DFS instructors, was fully implemented

on January 27, 2015.• Course Structure:

8 online modules 2-day instructor-led session Final assessment (must score at least 80%)

20142015

2014Curriculum revised

FY 14-15 Q2Pilot/Beta testing completed

01/27/2015FCCM launched

Page 4: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Professional Development

Florida Certified Contract Manager (FCCM)• Agency undertook legal review and resulting opinion is Chapter

287.057(14), Florida Statutes applies specifically to state agency employees.

• Professional development unit working on process for local/municipal employees to join a waitlist.

• All current certifications extended through December 31, 2015.• DMS has nominated the FCCM course for a NASPO Cronin Award.

Page 5: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Professional DevelopmentFlorida Certified Contract Manager Statistics

Projected State Agency Employees Trained by December 31, 2015: 1,678

Certifications to Date Future Projections

Fiscal Year Quarter

Employees Certified Fiscal Year Employees

Certified2014-15 Q2(Oct – Dec) 152

2014-15 Q4(May - June) 302

2014-15 Q3(Jan – Mar) 234 2015-16 Q1

(Jul – Sept) 301

2014-15 Q4(Apr – May) 265

2015-16 Q2(Oct – Dec) 424

TOTAL 651 TOTAL 1,027Percentage of

Total Requiring Certification

30.6%Percentage of

Total Requiring Certification

48.2%

Page 6: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Professional DevelopmentFlorida Certified Contract Negotiator (FCCN)• Working on revisions and enhancements to the course. Anticipated

implementation late 2015. • Recertification courses offered in June and September 2015 for current

FCCNs.

2015

Jan. – Feb.

Pilot/Beta sessions FCCN Initial

June

Recertification session*

September

Recertification session*

*For those expiring between June 30, 2015 and July 1, 2016

Page 7: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Professional Development

Project Management Professional• 16 state agency employees selected for PMP Exam Preparation Course

held April 20-23.• Later this month, DMS will be offering PDU subscriptions for current

PMPs to maintain their credential. Program changed slightly this year: 20 PDUs is maximum subscription offered.

• This change allows more employees to take advantage of the PDU subscription program.

Page 8: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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MFMP Utilization

As of the Third Quarter Scorecard, 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 57% for the Third Quarter Scorecard.

The MFMP team continues to reach out to agencies with lower utilization.

The next Quarterly Scorecard will be available in mid-July.

Page 9: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Vendor Engagement InitiativeThe MFMP team kicked off a new training forum for vendors on April 16th. • Increased vendor communications

− Updated welcome email− Vendor surveys and feedback (2,308 vendors)− Social media presence

• New Vendor Training− MFMP TV – short YouTube trainings− Expanded selections for online trainings

• Increased Vendor Utilization− eQuote campaign − eInvoicing campaign− Catalog expansion

Page 10: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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DFS Object Code StandardizationDFS and MFMP conversion activities are going well.• The 1st conversion was successfully completed on April 24th • The 2nd conversion was successfully completed on May 6th

• The 3rd conversion was successfully completed on May 21st • Final MFMP conversion window is June 4th.

MFMP will convert encumbered purchase orders and related requisitions based on the file received from DFS.

MFMP will convert unencumbered purchase orders and associated requisitions, upon agency request.

Page 11: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Services and Special Projects Bureau

Solicitations

• P-Card– Negotiations phase

• Rental Vehicles – Negotiations phase

• Broker of Record for Excess Property Insurance– Entering negotiations phase

Page 12: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Services and Special Projects Bureau

Updates

• Fuel Card Services (973-163-10-1)– The contract expires Aug. 5, 2015 – Five year renewal in progress

• Telephonic Interpretation Services– DMS worked with WSCA on procurement– DMS may establish a new enterprise ACS agreement

• Temporary Employment Staffing ACS (3141800-14-ACS)– Knowledge Services is contracted vendor– Providing training and assistance for transition from expiring P.O.’s

Page 13: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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IT/Telecom Bureau

Updates• Microsoft License, Maintenance & Services (252-001-09-1)

– Existing Enterprise Licensing Agreement extended through July 31, 2015, while a new long-term Enterprise Licensing Agreement is negotiated

• IT Research and Advisory Services (973-501-12-ACS)– Renewed through 4/30/16– 2015 price list approved as of May 20, 2015

(use 2014 price list for all orders prior to May 20)

• Miscellaneous IT Equipment (250-WSCA-10-ACS)– Minnesota extended contracts with the current vendors through Sept.

30, 2015

Page 14: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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IT/Telecom Bureau

Updates• Data Communications Products and Services (43220000-WSCA-14-

ACS)– 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)– Renewed for two additional years– Expiration date now Aug. 3, 2017

Page 15: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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IT/Telecom Bureau

Solicitations• Licensing Solutions Providers of Microsoft Software and Services (07-

43230000-L) – In the negotiations stage of the solicitation process

Under Review• IT Disaster Recovery (991-268-11-1)

– Contract expires Aug. 8, 2015– Renewal in progress

Page 16: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Goods Bureau

Updates• Pest Control Services (72102103-15-1)

- Contract was executed with three vendors and became effective on 05/03/2015

• Construction and Industrial Equipment

- Notice of Intent to Award posted 05/26/2015

- Contracts will be fully executed and posted to SP website in early June 2015

Page 17: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Solicitations• Agricultural and Lawn Equipment

- Bids received 5/19/2015

- Notice of Intent to Award Scheduled for 6/9/2015

• Defense Product

- ITB posted 5/19/2015, Bids due 7/7/2015

- Notice of Intent to Award scheduled for 7/28/2015

• Bulk Paper

- Scheduled for release mid July 2015

Goods Bureau

Page 18: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Goods Bureau

Other Actions• Commercial Paper to be renewed through 11/1/2016

• Tools Contract to be renewed through 11/16/2016

• Pursuing an ACS for Tires through NASPO Valuepoint -Utah contracts

- Projected to start 8/28/2015

- Goodyear, Bridgestone, and possibly Michelin

Page 19: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Tallahassee Area Chapter of the

National Institute of Governmental Purchasing

NIGP Mission: To develop, support and promote the public procurement profession. NIGP’s goal: recognition and esteem for the government procurement profession and its

dedicated practitioners.Chartered in August 1983 as the 35th chapter of local and regional chapters of the national

association.

Page 20: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Membership

Membership Benefits:– Educational opportunities – monthly meetings. – Professional development – procurement training during semi-annual

seminars.– Professional networking – Reverse Trade Show.– Volunteering opportunities – various committees.

https://www.tacnigp.com

Page 21: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Educational Scholarships

• Ed Judge Scholarship (NIGP Core Courses)• Certification/Recertification Fees • Executive Certificate Scholarship Program (reimbursement 75% of course

fees)• College Coursework Scholarship (reimbursement 75% of course fees.

For current Florida State University students the Chapter offers the annual John J. Hittinger Scholarship ($1,000).

Page 22: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Office of Special Counsel

• Introductions & Welcome Comments

• Team Members

• Pending Bureau Projects

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Page 23: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

Office of Special Counsel

• Purchase Order Terms & Conditions (Revised 2015)

• Rules– 60A-1.045 Single Source Purchases60A-1.045 Single Source Purchases

• PUR 7776

• PUR 7778

– 60A-1.046 Emergency Purchases of Commodities or Contractual Services

• PUR 7800

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Page 24: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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DOAH

A spectacular learning arena

Page 25: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Hot Topics

Open Discussion

Page 26: Chad Poppell, Secretary Purchasing Directors’ Meeting June 1, 2015

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Next Meeting

• July 16, 2015

• To PUR or not to PUR – That is the question.

• Please send suggestions regarding what you would like to talk about.