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Leveraged Procurements

Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

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Page 1: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Leveraged ProcurementsLeveraged Procurements

Page 2: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Leveraged ProcurementsLeveraged Procurements

• Masters, Statewide Contracts, CMAS, State Price Schedules

• Incorporate California procurement codes, policies and guidelines

Page 3: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

• Reduces staff costs associated with repetitive bidding

Leveraged ProcurementsLeveraged Procurements

• Shop Masters, Statewides, CMAS, between Masters and CMAS, etc. -- Best Value Session

Page 4: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines
Page 5: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

CMASOverview

CMASOverview • Program Features

• CMAS Contracts

• Smart Shopper

• Small Business Focus

• Local Governments

• Latest News

• Staying Current

• Program Features

• CMAS Contracts

• Smart Shopper

• Small Business Focus

• Local Governments

• Latest News

• Staying Current

Page 6: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

PROGRAM FEATURESPROGRAM FEATURES

Page 7: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Program FeaturesProgram Features

• Public Contract Code Sections 10290 et seq. and 12101.5 – AB 1727 in 1994 = Best Value Decisions

• Focus on results, not processes

– 4 contracts in May 1994 versus 2,500 today

• $1.7 billion sales since 1994

• Public Contract Code Sections 10290 et seq. and 12101.5 – AB 1727 in 1994 = Best Value Decisions

• Focus on results, not processes

– 4 contracts in May 1994 versus 2,500 today

• $1.7 billion sales since 1994

Page 8: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Program FeaturesProgram Features

• Bids not required• Bids not required

• Year 2000 compliance • Year 2000 compliance

• Multiple CMAS contracts on one order• Multiple CMAS contracts on one order

• No protests• No protests

Page 9: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

• Small Business and Volume Software License Agreement contractors listed on Internet

• Small Business and Volume Software License Agreement contractors listed on Internet

• DVBE information available• DVBE information available

Program FeaturesProgram Features

• CMAS contractors list on Internet• CMAS contractors list on Internet

Page 10: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

• DGS Administrative fee 1.21%

– Waived for certified Small Businesses

• DGS Administrative fee 1.21%

– Waived for certified Small Businesses

• Finance/Lease Alternative on Internet (Management Memo No. 99-12):

– GS $Mart – Lease $Mart

• Finance/Lease Alternative on Internet (Management Memo No. 99-12):

– GS $Mart – Lease $Mart

Program FeaturesProgram Features

Page 11: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

CMAS CONTRACTSCMAS CONTRACTS

Page 12: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

CMAS Contracts CMAS Contracts

Primarily based on Federal GSA Multiple Award Schedules

OR other competitively assessed/bid multiple awards

Primarily based on Federal GSA Multiple Award Schedules

OR other competitively assessed/bid multiple awards

• CMAS Contract Base• CMAS Contract Base

• Competitively Assessed or Bid Products, Services and Prices

• Competitively Assessed or Bid Products, Services and Prices

Page 13: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

CMAS ContractsCMAS Contracts

• All Commodities• All Commodities

– Stand-alone Copier Maintenance Services allowed through 6/30/2000

– Stand-alone Copier Maintenance Services allowed through 6/30/2000

• Information Technology (IT) Services• Information Technology (IT) Services

• Order Limits• Order Limits– Information Technology: $500,000– Information Technology: $500,000

– Commodities (Non-IT): $100,000– Commodities (Non-IT): $100,000

Exceptions to limits consideredExceptions to limits considered

Page 14: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

SMART SHOPPERSMART SHOPPER

Page 15: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Smart ShopperSmart Shopper

• COMPARE contracts, prices, and shop

for best value :: Separate Session

• COMPARE contracts, prices, and shop

for best value :: Separate Session

• Consider certified Small Businesses whenever practicable

- Effective January 1, 1999

• Consider certified Small Businesses whenever practicable

- Effective January 1, 1999

• Cost comparison easier than formal bid• Cost comparison easier than formal bid

Page 16: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Smart ShopperSmart Shopper• Insist on complete copy of CMAS

contract from contractor

- CMAS cover, terms and ordering

instructions

- CMAS standard terms and conditions

- Products and price list

• Insist on complete copy of CMAS

contract from contractor

- CMAS cover, terms and ordering

instructions

- CMAS standard terms and conditions

- Products and price list• Buy at CMAS price OR lower • Buy at CMAS price OR lower

Page 17: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Smart ShopperSmart Shopper• Personal Services -- Discuss with

contractor prior to issuing purchase order• Personal Services -- Discuss with

contractor prior to issuing purchase order

• At a minimum, indicate on the order:-- Scope of Work-- Deliverables

-- Start date :: Completion date

-- Completion/Acceptance criteria

-- Costs: Each task; skill levels/hourly rate(s)

• At a minimum, indicate on the order:-- Scope of Work-- Deliverables

-- Start date :: Completion date

-- Completion/Acceptance criteria

-- Costs: Each task; skill levels/hourly rate(s)

Page 18: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Smart ShopperSmart Shopper

• Amendments to Purchase Orders• Amendments to Purchase Orders

• Issue order direct to CMAS Contractor• Issue order direct to CMAS Contractor

– Send copy to CMAS Unit– Send copy to CMAS Unit

• Maintain contract (pages) for record• Maintain contract (pages) for record

Page 19: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Smart ShopperSmart Shopper

• Document files for personal services

exceeding 9 out of 12 months

-- GC Section 19130 and DPA rules

relative to civil service consideration

• Document files for personal services

exceeding 9 out of 12 months

-- GC Section 19130 and DPA rules

relative to civil service consideration

• Public Works services (physical layer cabling) must be incidental• Public Works services (physical layer cabling) must be incidental

Page 20: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Smart ShopperSmart Shopper

• Compliance Reviews/Audits :: Separate Session • Compliance Reviews/Audits :: Separate Session

-- Document files -- Contractors overcharging -- Agencies not comparing or obtaining best value

-- Document files -- Contractors overcharging -- Agencies not comparing or obtaining best value

Page 21: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Shop Shop

• Know CMAS contract components• Know CMAS contract components

•• Comparison Shop

– All Are Not Created Equal– All Are Not Created Equal

CMAS prices are MAXIMUMSCMAS prices are MAXIMUMS

Comparison ShopComparison ShopComparison ShopComparison ShopComparison Shop

Place OrderGo on with Business

Smart ShopperSmart Shopper

• Administrative fee 1.21%• Administrative fee 1.21%

• Be a smart shopper• Be a smart shopper

Page 22: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

SMALL BUSINESS FOCUS

SMALL BUSINESS FOCUS

Page 23: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Small Business FocusSmall Business Focus

• Waive DGS administrative fee

• Expedite applications

• If factory authorized, contractor may offer another contractor’s federal GSA schedule

• Waive DGS administrative fee

• Expedite applications

• If factory authorized, contractor may offer another contractor’s federal GSA schedule

Goal: Increase UseGoal: Increase UseGoal: Increase UseGoal: Increase Use

Page 24: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Small Business FocusSmall Business Focus

• Internet dedicated page

• SBE Outreach events

• Internet dedicated page

• SBE Outreach events

Goal: Increase UseGoal: Increase UseGoal: Increase UseGoal: Increase Use

Page 25: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

LOCAL GOVERNMENTS

LOCAL GOVERNMENTS

Page 26: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Local GovernmentsLocal Governments

• Must adhere to own procurement policies, regulations and guidelines

• Must adhere to own procurement policies, regulations and guidelines

• Use own order forms• Use own order forms

• Any entity empowered to spend public funds

• Any entity empowered to spend public funds

Page 27: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

• No order limits• No order limits

• Local government sales list• Local government sales list

– Ask Why the Other Local Governments Can Use CMAS

– Ask Why the Other Local Governments Can Use CMAS

Local GovernmentsLocal Governments

Page 28: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

LATEST NEWSLATEST NEWS

Page 29: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Latest NewsLatest News

New:New: Agency Information Packet on CMAS Web Site

Agency Information Packet on CMAS Web Site

New:New: Contractor Application Packet on CMAS Web Site

Contractor Application Packet on CMAS Web Site

Web Site Button: CMAS eDocumentsWeb Site Button: CMAS eDocuments

Page 30: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Latest NewsLatest NewsLatest: Latest: Product/Service description

search on Internet

Follow instruction steps

Product/Service description search on Internet

Follow instruction steps

CMAS Internet address change:

http://www.dgs.ca.gov/pd

CMAS Internet address change:

http://www.dgs.ca.gov/pd

Latest:Latest:

Page 31: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

STAYING CURRENTSTAYING CURRENT

Page 32: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

Staying CurrentStaying Current

#1 Internet#1 Internethttp://www.dgs.ca.gov/pdhttp://www.dgs.ca.gov/pd

#2 Teale & HWDC#2 Teale & HWDCOfficeVision (a.k.a. PROFS)OfficeVision (a.k.a. PROFS)

#3 Telephone#3 Telephone (916) 324-8045 (916) 324-8045

Page 33: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines

CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES •

CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES •

CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES •

CALIFORNIA MULTIPLE AWARD SCHEDULES • C CALIFORNIA MULTIPLE AWARD SCHEDULES • C CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES •

CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES •

CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES •

CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES •

CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES • CALIFORNIA MULTIPLE AWARD SCHEDULES •

Page 34: Leveraged Procurements. Masters, Statewide Contracts, CMAS, State Price Schedules Incorporate California procurement codes, policies and guidelines