department of administrative services general services ... mma training/sts and mma online overview...

62
proc ure.ohio.gov WELCOME Non-IT State Term Schedule (“STS”) and Master Maintenance Agreement (“MMA”) Training December 2016

Upload: others

Post on 29-May-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

procure.ohio.gov

WELCOMENon-IT State Term Schedule (“STS”) and Master Maintenance Agreement (“MMA”)

Training

December 2016

Page 2: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

STS/MMA forInformation Technology (IT)

2

www.procure.ohio.gov/proc/ContractsSTS3.asp

[email protected]

Page 3: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Office of Procurement Services (OPS)

3

General Inquiries:

http://procure.ohio.gov/proc/viewFAQ.asp

Page 4: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Table of Contents

4

Section

Page 5: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Section 1

5

Page 6: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

What is a StateTerm Schedule(“STS”)?

6

Page 7: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Master Maintenance Agreement(“MMA”)

7

Page 8: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Authorizations

8

Page 9: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Purchasing Policies / Usage Priorities

9

Page 10: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

STS/MMA Process Overview

10

Page 11: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Criteria for Renewing ExistingSTS Contracts

11

A Contractor must have an average of $50,000 or greater in annual sales for the term of the contract to State of Ohio agencies and/or political subdivisions properly registered as members of the Cooperative Purchasing Program

Page 12: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Section 2

12

Page 13: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

The Cooperative Purchasing Program allows political subdivisions toparticipate in specific state contracts.

As a STS vendor you may sell and/or provide services to properly-registered members of the DAS Cooperative Purchasing Program.Only supplies & services approved on the contract may be sold orprovided to the Co-op members.

Obtain a current listing of members at http://das.ohio.gov/Divisions/GeneralServices/ProcurementServic

es/CooperativePurchasing/tabid/304/Default.aspx Search for Co-op Members by County or ODOT District

13

Page 14: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

ORC 125.04 describes political subdivisions as:“(B) As used in this division, ‘political subdivision’ means any county township, municipal corporation, school district created under Chapter 1545 of the Revised Code, regional transit authority, regional airport authority, regional water and sewer district, or port authority.‘Political subdivision’ also includes any other political subdivision described in the Revised Code that has been approved by the department to participate in the department’s contracts under this division”, in accordance with Ohio Cooperative Purchasing Act, 1985

14

Page 16: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Section 3

16

Page 17: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

STS Offer Submission Process

17

ONLY SUBMIT AN OFFER WHEN RENEWING AN EXISTING CONTRACT

ORWHEN REQUESTED TO DO SO BY THEOFFICE OF PROCUREMENT SERVICES

1. Navigate to: procure.ohio.govand click on “State Contract Opportunities”

Page 18: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

STS Offer Submission Process

18

2. Click on“State Term Schedules (STS)”

Page 19: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

STS Offer Submission Process

19

3. Click on“Establish Non-IT Supplies/Services STS”

Page 20: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

STS Offer Submission Process

20

4. Click on“Download for Non-IT Contracts”

zip file link

Page 21: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

STS Offer Submission Process

21

5. In the zip file, open and read the “STS ONLY-INSTRUCTIONS-Non-IT” document first

6. Complete other documents in the zip file if needed per the “INSTRUCTIONS”

Page 22: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Compiling the STS Offer Package

22

Page 23: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Compiling the STS Offer Package

23

Page 24: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Upon Receipt of New or Renewal OfferOPS will…

24

Page 25: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

ContractViolations

http://www.ohio.gov/agencieshttp://apps.das.ohio.gov/CoopMap/districtMap.aspx

25

Page 26: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Section 4

26

Page 27: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

MMA Offer Submission Process

27

ONLY SUBMIT AN OFFER WHEN RENEWING AN EXISTING

CONTRACT ORWHEN REQUESTED TO DO SO

BY THE OFFICE OF PROCUREMENT SERVICES

1. Navigate to: procure.ohio.govand click on “State Contract Opportunities”

Page 28: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

MMA Offer Submission Process

28

2. Click on“Master Maintenance Agreements (MMA)”

Page 29: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

MMA Offer Submission Process, continued

29

3. Click on“Establish Non-IT Supplies/Services MMA”

Page 30: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

MMA Offer Submission Process

30

4. Click on“Instructions for Non-IT MMA Offer”

zip file link

Page 31: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

MMA Offer Submission Process

31

5. In the zip file, open and read the “MMA ONLY-INSTRUCTIONS– Non-IT “ document first

6. Complete other documents in the zip file if needed per the “INSTRUCTIONS”

Page 32: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Compiling an MMA Offer Package

32

Page 33: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Compiling an MMA Offer Package

33

Page 34: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Upon Receipt of New or Renewal OfferOPS will…

34

Page 35: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Section 5

35

Page 36: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Amending an Active Contract (STS or MMA)

Changes or updates to current contracts may be accomplished by wayof amendment requests, in accordance with all Terms and Conditions.

Types of amendments may include: Financial amendments (product/price update) Administrative amendments (address change, change in

contact person, addition of dealers, company name change,etc)

36

Page 37: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Contract Amendment Submission Process

37

1. Navigate to: procure.ohio.govand click on “State Contract Opportunities”

Page 38: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Contract Amendment Submission Process

38

2. Click on“State Term Schedules (STS)”

or“Master Maintenance Agreements (MMA)”,

as applicable

Page 39: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Contract Amendment Submission Process

39

3. Click on“Establish Non-IT Supplies/Services STS”

or“Establish Non-IT Supplies/Services MMA”,

as applicable

Page 40: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Contract Amendment Submission Process

40

4. Click on“Instructions for Non-IT Amendment Requests”

zip file linkon STS or MMA webpage, as applicable

Page 41: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Upon Receipt of Amendment Request OPSwill…

41

Page 42: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Section 6

42

Page 43: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Viewing Active Contracts

43

1. Navigate to:procure.ohio.gov and

click on “Current Contract Search”. Search by Contract Type and use the Contract

number or the Contractor’s name.

Page 44: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Approved Products/Services

44

“APPROVED PRODUCTS/SERVICES:Only those vendors, products or services as listed in the price pages, approved by the Office of Procurement Services, may be purchased from this StateTerm Schedule. Any vendors, prices, terms, conditions, products or services not listed in the approved price sheets are outside the scope of this schedule.”

Page 45: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Certification of Appropriation

45

Page 46: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Payment from State Agencies

46

Page 47: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Payment from State Agencies

47

Page 49: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Quarterly Usage Report Online Form

49

1. Navigate to: procure.ohio.gov,click on “for Suppliers”, and then

click on click on “Forms”.

Page 50: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Quarterly Usage Report Online Form

50

Vendors are responsible for

updating Revenue Share email and

contact information and keeping it up to

date.

2. Log in using your user name andpassword. If you do not know the user name and password e-mail [email protected]

Page 51: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Quarterly Usage Report Online Form

51

1. Once you log in click Revenue Reporting

2. Click Report Revenue button3. Select the quarter you want to report for and Select ok

Page 52: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Quarterly Usage Report Online Form

52

4. Enter in the Total Payments Received for State Agencies and the TotalPayments Received for Local Governments for each contract listed and select OK

Note:Everyone must report $0, even if there are no sales to report for the quarter.

Page 53: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Quarterly Usage Report Online Form

53

5. Highlight the Fiscal Year and Quarter you just entered. Row will appear dark blue.6. Select the Remittance Report button.7. Your Quarterly Sales and Renue Share Remittance Report will display.8. Print this report and mail along with your payment to the adddress on the report.9. Log out.

Page 54: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Contractor Revenue Share Fees

54

Page 55: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Section 7

55

Page 56: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Vendor Registration

Beyond the STS/MMA program, your company is eligible to register for notification of competitively sealed bid opportunities

Register online at: https://procure.ohio.gov/proc/ebidnotifications.asp

More Procurement Opportunities

56

Hover over “for Suppliers”, hover over “Registration” then click on “Register for Bid Notifications”

Page 57: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Customer Contact Information

57

http://www.ohio.gov/agencies

http://procure.ohio.gov/pdf/APO_Contact_List.pdf

http://das.ohio.gov/Divisions/GeneralServices/ProcurementServices/CooperativePurchasing.aspx

Page 58: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Section 8

58

Page 59: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Optional Leasing Opportunities

Master Lease Agreement for Rental (“MLA”)

59

Page 60: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Master Lease Agreement (MLA)How to Participate

60

Page 61: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Executing a Master Lease Agreement(MLA)

61

MLAEXHIBIT

EXHIBIT TITLE TYPE OF CUSTOMER WHO COMPLETES

EXHIBIT

Exhibit A Lease Schedule & Property Description (From Lessor) Both

Exhibit B Certificate of Acceptance (From Lessee) Both

Exhibit C Essential Use/Source of Funds Letter (From Lessee) State agency

Exhibit D Lessee’s Counsel’s Opinion (From Lessee’s Counsel) Political Subdivision (Co-op)

Exhibit E Lessee’s Certificate (From Lessee) Political Subdivision(Co-op)

Exhibit F Insurance Requirements (From Lessee) Both

Page 62: Department of Administrative Services General Services ... MMA Training/STS and MMA Online Overview Training...STS Offer Submission Process 21 5. In the zip file, open and read the

Ohio Department of Administrative Services Office of Procurement Services

procure.ohio.gov

Thank you for taking the time to review this material. We are confident that this will assist you as you endeavor to submit an offer and/or do business with the State of Ohio.

By submitting an offer, the contractor affirms all responsible parties have reviewed this material and will follow it accordingly.