nigp copper chapter reverse trade show sharon carpenter mike clawson victoria cortinas
TRANSCRIPT
NIGP Copper ChapterReverse Trade Show
Sharon CarpenterMike Clawson
Victoria Cortinas
Government EntitiesRepresented
Tucson Unified School District - Sharon
City of Sierra Vista - Mike
City of Tucson - Victoria
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
Purchasing Dollar Thresholds
City of Tucson
Formal Bidding: $50k+
Informal Quotes: Micro Purchases up to $5k Small Purchases from $5k to $49,999
Purchasing Dollar Thresholds
City of Sierra Vista
Formal Bid: $50k+
Informal Quotes:Verbal up to $5kWritten from $5k to $49,999
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
Responding to SolicitationsRequest for Quotes (RFQ)
Invitation for Bids (IFB)
Request for Proposals (RFP)
Request for Qualifications (RFQ)
Request for Information (RFI)
Requirements for Consultants and Independent Contractors
Types of Consultants
Needs for Independent Contractors
Outsourcing of Services
Non-Traditional Purchases
Emergency
Sole Source
After the Fact
Construction Contracting Methods
Traditional Design – Bid – Build (DBB)
Design – Build (DB)
Construction Manager at Risk (CMAR)
Job Order Contracting (JOC)
Special ProgramsDisadvantaged Business Enterprises (DBE)
Small Business
Minority Business Enterprise (MBE)
Woman Owned Business Enterprise (WBE)
Local Preferences
Procurement Tools
Traditional RFQ, IFB, RFP
Arizona State Contracts
Cooperative Purchasing Agreements
Others
Purchasing “Contracts”Formal Purchase Order
Formal Contract
Purchasing Card (Pcard)
Field Purchase Order (FPO) / Check Request
Others
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
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
PROTESTS
Informal Questioning of the Buyer / Process
Formal Protest Process
Negative Impact – Protests Without Basis
Protests Used Properly Ensure Fair Competition
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
Now That We’ve Confused Now That We’ve Confused You..You..
QUESTIONS
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