nigp copper chapter reverse trade show sharon carpenter mike clawson victoria cortinas
TRANSCRIPT
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NIGP Copper ChapterReverse Trade Show
Sharon CarpenterMike Clawson
Victoria Cortinas
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Government EntitiesRepresented
Tucson Unified School District - Sharon
City of Sierra Vista - Mike
City of Tucson - Victoria
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Where Do I Start?
Determine if your Goods or Services are needed by the particular entity
Make Contact with the appropriate Buyer
Register with the entity
Respond to Solicitations
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Purchasing Dollar Thresholds
City of Tucson
Formal Bidding: $50k+
Informal Quotes: Micro Purchases up to $5k Small Purchases from $5k to $49,999
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Purchasing Dollar Thresholds
City of Sierra Vista
Formal Bid: $50k+
Informal Quotes:Verbal up to $5kWritten from $5k to $49,999
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Purchasing Dollar ThresholdsTucson Unified School District
Formal: Above $33,689
Informal Verbal Quotes: annual cumulative purchases
above $5,000 Written Quotes: annual cumulative purchases
above $15,000
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Responding to SolicitationsRequest for Quotes (RFQ)
Invitation for Bids (IFB)
Request for Proposals (RFP)
Request for Qualifications (RFQ)
Request for Information (RFI)
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Requirements for Consultants and Independent Contractors
Types of Consultants
Needs for Independent Contractors
Outsourcing of Services
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Non-Traditional Purchases
Emergency
Sole Source
After the Fact
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Construction Contracting Methods
Traditional Design – Bid – Build (DBB)
Design – Build (DB)
Construction Manager at Risk (CMAR)
Job Order Contracting (JOC)
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Special ProgramsDisadvantaged Business Enterprises (DBE)
Small Business
Minority Business Enterprise (MBE)
Woman Owned Business Enterprise (WBE)
Local Preferences
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Procurement Tools
Traditional RFQ, IFB, RFP
Arizona State Contracts
Cooperative Purchasing Agreements
Others
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Purchasing “Contracts”Formal Purchase Order
Formal Contract
Purchasing Card (Pcard)
Field Purchase Order (FPO) / Check Request
Others
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How to Get Your Foot in the Door
Fill Out Vendor ApplicationResearch the Needs of the Entity Relative to Your
Product or ServiceContact the Appropriate Buyer – PhoneSet up a Face-to-Face Appointment (time permitting)Provide Relevant Information on Your Product or
ServiceBuyer Can Coordinate a Meeting with the End-Users
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How to Burn Bridges
Back Door Selling (Going Directly to the End-User)
Provide Gratuities / Items or Services of Value
Rely Solely on DBE / MBE / WBE Status
Non-Performance on Awards Received
Complaining / Bad Mouthing Buyer or Entity
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PROTESTS
Informal Questioning of the Buyer / Process
Formal Protest Process
Negative Impact – Protests Without Basis
Protests Used Properly Ensure Fair Competition
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Perceived Roadblocks in Doing Business with the Entity
Unavailability / Access to the BuyerPaperwork / Bureaucracy / Red TapeUnrealistic Bid / Qualification RequirementsBuyer Has Favorite Vendors / Suppliers / ConsultantsNever Receive Opportunities to Bid / Quote / Propose
Other Challenges
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Now That We’ve Confused Now That We’ve Confused You..You..
QUESTIONS
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CONTACT INFORMATIONSharon Carpenter, Purchasing Manager, Tucson
Unified School District, (520) 225-6093 [email protected]
Mike Clawson, CPPO, Procurement Manager
City of Sierra Vista, (520) 417-4414
Victoria Cortinas, C.P.M., CPPB, Principal Contract Officer, City of Tucson, (520) 837-4140