tampa bay area chapter nigp, inc. issue 56 …page 3 tampa bay area chapter nigp, inc. newsletter...
TRANSCRIPT
Reverse Trade Show
Open
BOARD MEMBERS & COMMITTEE CHAIRS
Past President JOHN HOLLINGSHEAD,
CPPB, FCPM, FCPA
(813) 301-7099
Professional Development
Mark Shuman, CPPO, CPPB
(727) 588-6179
Membership
Tony McGee, CPPB
(813) 274-3283
Programs
Mina Kaeding, CPPO,CPPB,
FCCM, PhD.
Communications
Barbara Grilli CPPO, CPPB.,
C.P.M., FCCM
(727) 893-7224
Golf Tournament
Jay Jackus, CPPO, CPPB
(727) 942-5615
Trade Show Chair
Chris Rewis
FROM THE DESK OF THE PRESIDENT…
Tampa Bay Area Chapter NIGP, Inc.
NEWSLETTERNEWSLETTERNEWSLETTER www.nigp-tampabay.org
2014 OFFICERS
PRESIDENT
THERESA WEBB, CPPO, CPPB, C.P.M. FCCM
VICE-PRESIDENT CINDY BRICKEY, CPPB,
FCCM
TREASURER
KAREN MAIN, CPPB
SECRETARY
KEVIN FRYE, CPPO CPPB
ISSUE 56
March 2014
Dear Chapter Members and Colleagues,
Happy Procurement Month! Yes, that‘s correct. We now cele-
brate Procurement Month rather than Purchasing Month. Be-
cause the word procurement is more reflective of all that we do
as professionals, NIGP made the change this year. We agree,
so going forward TBAC will celebrate Procurement Month.
We have a lot of activities going on over the next few weeks. First was our Chapter Educational Meeting and Luncheon on March 21, 2014. Mina put together a fantastic menu for the luncheon and a great line up for the educational portion. NIGP President, Marcheta Gillespie, traveled from Arizona to provide us with insights on what is going on at the national level and some of the new offerings and platforms that NIGP has adopted. TBAC Vice President, Cindy Brickey, introduced the 2014 Schol-arship Program and provided highlights of some of the changes and new offerings. We also announced the TBAC 2014 Buyer of the Year and Manager of the Year Awards (more info on that later in this newsletter).
Additionally, we have our upcoming First Annual TBAC Educa-
tion Symposium and Supplier Exhibition. We have a ways to go
to meet our goal for booth and sponsorship sales for the Exhibi-
tion and our goal is to have at least 75 registrants for the Sympo-
sium. I want to encourage each member to contact at least 5 of
your suppliers over the next week. If we
could get one supplier registered per mem-
ber, we will surpass all our goals!! Oh yeah,
don‘t forget the booth and sponsorship sales
Incentive Program. The individuals with the
top 5 sales numbers get a cash bonus with
$500 going to first place, $400 to second
place, $300 to third place, $200 to second
place and $100 to fifth place.
If you haven‘t already, get registered to attend the Educational
Symposium. (Continued Page 2)
Page 2 ISSUE 56
(President’s Letter Continued from Cover)
I am very excited about the great line-up of workshops and plenary sessions. Plus, you
can earn up to 10 CEUs all for only $60 per TBAC member. We have room for about 5
more participants in Track I for the NIGP 1-day class and can take up to 75 participants
in the Track II workshops. There is more information on the Educational Symposium on
our website and later in this newsletter. If you have procurement colleagues and friends
who are not TBAC members, invite them as well. Non-member cost is only $125. Reg-
istration includes parking, morning coffee/donuts, lunch both days, as well as attendance
to the Supplier Exhibition and the Plenary Sessions.
Finally, it is time send out invitations to all of your agency client departments to
get attendees to the Supplier Exhibition on Friday, April 11, 2014 from 8:30 –
12:30. Our suppliers want to meet with the ―boots-on-the-ground‖ folks, the decision makers, as well as the buyers. In order for them to feel they received value for their time
and money, we need our users to attend. An eblast will be going out to members in the
next day or so with a pre-scripted email that you can use to invite your client depart-
ments, but you can draft your own, if you‘d like. Attendance to the Exhibition portion of
the event is free to TBAC members, our client departments, and all Educational Sympo-
sium attendees and includes parking and the Buyer/Supplier Networking Luncheon at
12:30.
In closing, I want to challenge each of you to look for ways to grow professionally and to
explore new ways to do what you do more efficiently and effectively. In doing so, we
challenge each other to develop best practices, to grow and improve. It is through our
individual and collective efforts that we can truly contribute to our profession in a positive
way that will have a lasting impact for the next generation of procurement professionals.
―May the Luck of the Irish Be Upon Ye‖.
Theresa Webb, CPPO, CPPB, C.P.M., FCCM Chapter President - 2014
Want to Get the Latest Quick Updates on Chapter News?
Want to Show Off the Photos from Chapter Meetings on Your Smart Phone?
OR VISIT:
https://www.facebook.com/pages/NIGP-Tampa-Bay-Area-
Chapter/314130835389581
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 3
SCHOLARSHIP AWARDS RECAP
Did you know the Board received 62 scholarship applications this year? That's 30% of our membership! Because of their hard work volunteering and being active in our chap-ter, the Board approved an estimated $59,000 to be given out in 2014. Wow, that's a lot of bucks!!! Twenty-six members will be attending Forum this year in Philadelphia with over 80% receiving a full scholarship. Each full Forum scholarship amounts to approximately $2,000. Seven members are receiving a partial or full scholarship to attend FAPPO this spring. Another six members are attending various NIGP classes. That leaves 23 members who are rolling over their 2014 earned scholarship points to be combined with their 2015 earned points to use in 2016. Myself and other board members have not found another chapter that comes anywhere close to the amount of scholarship awards that we do. Our scholarship pro-gram's success is attributable to our active members. No wonder we have won the Chapter of the Year award at the national level twice in the past three years! Remember, part of our chapter's purpose is to promote and encourage ongoing profes-sional development and competence through continuing education, seminars, training, and certification of those engaged in the profession of public procurement and to provide a professional networking forum for the exchange of ideas, guidance, research, and ex-periences among public procurement officials. I challenge each and every one of you to be more active this year so we see increased scholarship applications next year. I can assure you that you will get back much more than what the monetary value is from your scholarship!
Cindy Brickey, CPPB, FCCM Chapter Vice President - 2014
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 4
SECRETARY’S REPORT
Since my last newsletter update the Chapter Board has held two meetings. Below are the
dates and details on some of the items we covered in those meetings and other Board
online voting:
Chapter Board Meeting Dates
February 21st at Tampa International Airport (2 hours)
March 18th via Webex (1.5 hours)
Items Discussed and Approved
January 2014 and February Financial Statement and Disbursements.
2014 Scholarship Awards (from 2013 calendar year) and approved in the
amount of $58,835 for our Chapter Members.
Review of this year‘s Scholarship Application program continued with an esti-
mated posting time of April to our website.
Luncheon Survey results were discussed and voted on. Changes to member
costs and number of meetings to be posted on our website in late March.
Incentive program for booth and sponsorship sales by members was ap-
proved.
New member packet has been developed and is currently being reviewed.
―Constant Contact‖ is being reviewed for Chapter e-mail communications en-
gine.
2014 Buyer of Year and Manager of Year Awards
A brief Board Meeting will take place after the March luncheon and the next Board Meeting is scheduled for April 22
nd via Webex.
Please contact me if you have any questions!
Kevin Frye, CPPO, CPPB Chapter Secretary - 2014
MEMBER PROFILE
Don‘t get lost!
If your email address has changed
due to retirement or your agency has
changed your address, remember to
update your member profile with the
most current information! If you have
changed agencies, please update as
soon as your new agency enrolls you
as a member.
Page 5 ISSUE 56
First a brief history fact – in 1775 American colonists issued paper currency for the Con-tinental Congress to finance the Revolutionary War. The notes were backed by the ―anticipation‖ of tax revenues. Without solid backing and because they were easily coun-terfeited, the notes quickly became devalued, giving rise to the phrase ―not worth a Con-tinental.‖ Even back then, tax revenues were significant to government fruition. Expenses for January and February totaled $19,463.05 and income came in at $22,819.32. Year to date, the Chapter has a net profit of $3,356.27. Thirty-nine (39) chapter members have been awarded scholarships for 2014! The antici-pated expenditure to the Chapter is $58,835. The future success of our scholarship pro-gram is directly dependent on the performance of the Spring Supplier Expo/Trade Show, Golf Tournament and Reverse Trade Show. I cannot stress enough the importance of every member‘s participation for these events. Even if you are not a volunteer, you can contribute by being an attendee. Encourage and invite others at your entity to attend the Supplier Expo!! Get the word out to vendor golfers for the May Chapter event. Let your smaller suppliers in on the benefits of the October Reverse Trade Show. Together we can all support the financial stability of our Chapter!
Karen Main CPPB Chapter Treasurer - 2014
Treasurer’s Recap
FAPPO’S 47th ANNUAL CONFERENCE & TRADE SHOW
April 13-16 2014 West Palm Beach Marriott
Trade Show is April 14 at the Palm Beach County Convention Center
Visit: https://www.fappo.org/Content/Annual%20Conference
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 6
5K RUN, 1 MILE FUN RUN/BUNNY HOP
5K event will be chip-timed. On-line registration ends on April 6, 2014.
Event will be held at the Florida State Fairgrounds, Tampa FL. Race course is on the grounds.
Family event. Come in your best ―bunny‖ costume.
Pets on a leash and strollers are allowed for the 1M Walk/Bunny Hop. No pets, strollers, bikes or skate-
boards allowed for 5K run.
All runners/walkers must be able to finish within 1-1/2 hours. Gates open at 4:30 and close at 9:00.
Awards to top 2 male and top 2 female finishers in each category.
Changing rooms will be provided near the Start/Finish Line. No bag check provided.
Thursday, April 10, 2014, 6:50 p.m., Florida State Fairgrounds
5K Run, 1M Fun Run/Bunny Hop
Thursday, April 10, 2014,
5K—6:50 p.m., 1M—7:00 p.m.
5K—$30 Early, $35 after April 6, 2014
1M—$20 Early, $25 after April 6, 2014
Registrations will be accepted on race day.
Fairgrounds parking and official race shirt are
included in the registration fee.
For more details and registration go to:
www.active.com/tampa-fl/running/distance-running-races/tbac-bunny-hop-5k-run-1m-walk-2014
Help us help. Proceeds will benefit
our 2014 charity, ASPCA‘s Tampa Partner,
The Humane Society of Tampa.
Sponsored by Tampa Bay Area Chapter of NIGP
www.nigp-tampabay.org.
Page 7 ISSUE 56
Friday, April 11, 2014
Supplier Exhibition
Buyer/Supplier Networking Luncheon (Menu: Italian Feast)
PLENARY SESSION with Rick Grimm, CEO, NIGP
CLOSING PLENARY SESSION ―Getting More Done & Having More Fun‖ with Renowned Keynote
Speaker, Delatorro McNeal II, Peak Performance Expert, Best Selling Author& CEO of Platinum Perform-
ance Global, LLC
Thursday, April 10, 2014
Track I Workshop
NIGP 1-day Class ‖When Bad Things Happen to Bids; Strategies for Ensuring a Successful Public
Construction Project‖ Mike Purdy, Instructor. Despite the best efforts of public agencies, things often
go awry during the bidding process. With knowledge, careful strategies, well-crafted language in
bidding documents, and an understanding of how contractors approach the bidding process, public
agencies can reduce their risks and help ensure a successful rather than contentious and costly
construction project.
OR
Thursday, April 10, 2014
Track II Workshops
Workshop 1. ―Winning Ways and Resumes‖ Kelley Rexroad, Presenter. Tips on how to get your
resume noticed. Getting prepared for a winning interview from both sides of the desk.
Workshop 2. ―Are You Prepared for Disaster?‖ Mark McHugh, CEO Gatorland, Presenter. Mark
and his team faced a devastating fire in 2006. The emergency sparked their awareness for the
need to develop a business continuity plan coupled with the desire to rebuild and implement
changes. Don‘t miss photo ops with the Gatorland critters.
Workshop 3. ―Performance-Based Procurement Transformation‖ Matt Walker, President, NIGP Consulting Services, Presenter. Hear key findings and trends based upon NIGP Consulting‘s work
with public organizations that are striving for procurement greatness.
2014 EDUCATIONAL SYMPOSIUM & SUPPLIER EXHIBITION
Gearing Up For Success...Gearing Up For Success...getting ahead of tomor-getting ahead of tomor-
row, today.row, today.
2014 Educational Symposium & Supplier Exhibition2014 Educational Symposium & Supplier Exhibition
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 8
THE LOCAL PREFERENCE CONUNDRUM
Local Preference in the bidding of goods and services has been a topic of discussion at the local and state levels of
government for many years. Let‘s first begin by providing an explanation of what local preference is and why this con-
cept is associated with some degree of controversy in the public bidding process. Local Preference can be defined as
a mandate by law, policy or ordinance which imposes legislative requirements in the public bidding process to award
contracts which favor(s) a particular segment of bidders, usually at the local or state level. From the standpoint of a
pure, open and fair public bidding process, where the ―open market‖ should be the platform for competition, one can
immediately see some challenges with local preference. Specifically, the inclusion of a local preference requirement
in the public bidding process is an attempt to influence the outcome of a bid award which favors a local or state bidder.
From a public purchaser‘s point of view, any attempt to manipulate the bid process goes against the mantra of achiev-
ing the greatest level of competition possible to maximize the tax dollar. Simply stated, the more competition there is,
the greater the chances are that the entity will save money. The opposite is also true. The less competition there is,
the greater the chances are that the entity will save less money.
On July 1, 2013, SB 684 for the State of Florida was signed into law, which amended F.S. 287.084 requiring the State
of Florida and any political subdivision of the State to provide preferential consideration to a Florida business in award-
ing competitively bid contracts for personal property and construction services. There are two provisions which govern
the application of the local preference requirement. One is ―reciprocal‖ in nature and one is a ―mandated‖ 5%.
Under the reciprocal local preference, the lowest responsive and responsible vendor whose principal place of busi-
ness is in a state or political subdivision which grants a preference for the purchase of personal property or construc-
tion services to a person whose principal place of business is in such state, the State of Florida or any political subdivi-
sion in Florida is required to apply the out of state preference of the low bidder in determining who wins the award. If
the difference in the bid amount between the low bidder from ―out of state‖ and the ―in state‖ bidder is within the gov-
erning preference of the ―out of state bidder‘s governing legislation‖, the bid presumably is awarded to the Florida bid-
der. The following charts illustrate this example.
Reciprocal Local Preference Example
The Florida Statue does not suggest that the low ―in State‖ bidder has to match the low ―out of State‖ bidder‘s bid
price. As you can see from the example above, if the ―in state‖ bidder is not required to match the price of the low ―out
of state‖ bidder, applying a ―reciprocal preference‖ could cost Florida tax payers (in the above example), an additional
$10,000, which some politicians would suggest is a good thing in that the money for the project stays within the State
and keeps Floridians working.
Under the ―mandated‘ State of Florida preference, if the low bid received is from an ―out of state‖ bidder and that state
does not grant a preference in bidding, an automatic 5% preference applies. If the low ―in state‖ vendor‘s bid falls
within the mandated 5% preference, the Florida bidder receives the award. Once again, the statute does not indicate
that the Florida bidder has to match the bid price of the low ―out of state‖ bidder‘s bid.
Out of State Bidder
$250,000 - Low
Bidder
State Bidder is within 5%
($12,500) of Low Out of
State Bidder‘s Bid
State Bidder Can Be
Awarded Bid
In State Bidder $260,000 - High
Bidder
Bid Difference $10,000
5% Bid Preference
Applied to Low Bid-
der‘s Bid
$12,500
(Differential)
Page 9 ISSUE 56
(Local Preference Continued from page 8)
There are many reasons why politicians favor local preference. As suggested above, local preference (artificially)
keeps the money local. Typically when the economy slows down or the Country goes into a recession, which is also
reflective in the reduction of the amount work available for competition from public entities, ―in state‖ suppliers who are
not competitive or perhaps experience a serious decline in business, complain to their political constituents about the
amount of work that leaves the state through contracts awarded to successful ―out of state‖ bidders. This political
pressure often results in the enactment of bidding preferences in support of local and small businesses. There are
some ―pros‖ and ―cons‖ to local preference, but among most public purchasers, the ―cons‖ far outweigh the ―pros‖.
Let‘s review some examples of each.
―Pros‖ of Local Preference ―Cons‖ of Local Preference
As you can see, the reasons for having (or not having) a local preference program are many and varied. The job of the
public purchaser is to present the facts to their local legislative bodies and to the business community who will ulti-
mately decide whether or not to proceed with enacting such legislation. One of the first steps to take is to review just
exactly how much money is being spent with local suppliers. I suggest that your local supplier base should include not
just the City or County boundaries for your entity, but an area to include several contiguous counties. It is an unrealis-
tic expectation that the majority of the personal property and construction services needs for your entity will be avail-
able from local suppliers within a narrowly defined geographic region. The exception is, of course, large metropolitan
areas where there is a critical mass of diverse suppliers already in existence. By doing an analysis of your agencies
spend data; you may be surprised by just how much your entity is already spending in the local economy.
Secondly, it‘s important to define the term ―local vendor‖. Some would argue that the big box companies like Wal-Mart,
Kmart, Sears, Home Depot and Lowes, for example, are not local companies because their corporate offices are lo-
cated in other states. While this may be true, these big box companies have a ‗huge‖ economic impact on the local
economy. These companies pay local taxes, hire local citizens who work in their stores who buy houses, who send
their children to local colleges and universities, who shop at the local grocery stores, who utilize local medical and
dental services, who shop at local restaurants and stores, and the list goes on and on. If big box companies were to
leave the local area, the local economic impact would be devastating to the local economy.
In conclusion, local preference is a conundrum, with ―pros‖ and ―cons‖ that should be debated at public hearings be-
fore the enactment of such legislation. Although local preference may be ―good public relations‖, it‘s also ―bad pur-
chasing policy‖. The public purchaser‘s role is to learn and much as he or she can about this subject, and when called
upon, must be prepared to present to their governing boards information which should be used in the political decision
making process to enact or not to enact such legislation.
Gregory Spearman, CPPO, FCCM Purchasing Director , City of Tampa
Reduces out of state bid awards
Increases opportunity for bid award for local
vendors
Money is kept in local economy
Provides an advantage for local vendors to win
bids
Local vendors may be getting most of the work
anyway
Out of state vendors will hire locally
Discourages local economic development
Discourages competition by reducing pool of com-
peting vendors
Results in higher costs to public entities
Encourages enactment of exclusions
Subject to legal challenge
Local vendors have inherent cost advantages
Court cases do not support local preferences*
Increases staff workload in implementing such
programs
Adds to the complexity of bid awards
* Adolphus v. Baskin, Marriott v. Dade County
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 10
20TH ANNUAL BUYER/SELLER GOLF TOURNAMENT
WHERE: Seven Springs Golf & Country Club 16101 Trophy Dr.
New Port Richey, Florida (727) 376-0035
www.ssgcc.com
WHEN: Friday, May 16, 2014 8:00 A.M. Shotgun Start
FORMAT: 4 Person Scramble, select your own foursome (if unable to organize a foursome we will place you with a group).
COST: $75.00 per person includes; green fee, cart, prizes, 2 drink tickets, entry in
longest drive, closest to the pin and putting contest & luncheon.
PRIZES: Prizes will be awarded to 1st, 2nd & 3rd place foursomes.
CONTESTS: Longest drive, closest to the pin, putting and accuracy will be held.
DEADLINE: APRIL 25, 2014
COMMITTEE: Jay Jackus, Chair, 727 943-4871 Joe Benjamin, Co-Chair 813 659-4270
Page 11 ISSUE 56
IT’S AWARD SEASON
GOOD FOR YOU!
The 20th Annual AEP Award Application is
Due May 30.
https://www.npiconnection.org/aep/index.asp
The Innovations in Public Procurement Award submissions are due April 15
http://www.nigp.org/eweb/StartPage.aspx?Site=NIGP&webcode=abt_aa_ce
Congrats to the 2014 Buyer of the Year and Manager of the Year:
Buyer of the Year
Dr. Mina Kaeding, Hillsborough County Public Schools
Manager of the Year
Barbara Grilli, City of St. Petersburg
Special Recognition - Past President
John Hollingshead, Hillsborough County BOCC
Charity Donation to All Children’s Hospital
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 12
This year, NIGP has proclaimed that the former ―Purchasing Month‖ will now be known as Pro-
curement Month. As our profession evolves, the image of a clerical employee shuffling a stack of
three part carbonless paper form purchase requisitions is thankfully becoming a distant memory.
Therefore it is most appropriate that our traditions evolve along with it. Our month is more than half
over, but there is still time to celebrate. Though most of our local agencies are challenged with re-
source constraints of every kind, taking a few moments to shift gears can be like pure oxygen. In
other words, we are too busy NOT to celebrate!
Pot Luck, Pizza and Patrick too! The old stand-by pot luck lunch is a great opportunity to slow down for
an hour and share stories from the past year. For some reason, pro-
curement folks are fantastic cooks. This might be the best meal of the
day, week or month! Add a certificate or two for dubious distinctions
such as most unusual question asked at a pre-bid, the PO that was
hopelessly stuck in a computer process, or the survivor of an impossi-
bly complex procurement process, and a grin may just appear on even
the most stoic Procurement pro. More traditional awards for Procuri-
ans ―caught in the act‖ of delivering excellent customer service are also a vital ingredient in reflect-
ing on the year‘s accomplishments.
No time for pot-luck sign-up sheets? Pizza is the answer and conveniently begins with P (as do
pepperonis). Lunchtime delivery or gather at a favorite purveyor with the department and you‘ll
have a pronto Procurement party. If everyone is booked for lunch, why not have an after-hours
gathering? A quick happy hour or St Patrick‘s Day gathering is a good way to bring everyone to-
gether for a purely social event. A change of both pace and place is a great way to recharge.
Puzzles and Pedestrians
Create a word search puzzle from one of many online apps, and search for Procurement words
starting with P, or keywords of solicitations and projects from the past year. A small prize can be
determined with a little ingenuity and creativity. A picture puzzle can even be set up in a break
area as a mind clearing activity. Ever get stuck on a problem at your desk and get up, take short
walk and return with a solution? Snapping together a puzzle
piece or two can have that effect!
Our weather here in Tampa Bay during March is among the
best on the planet. Just because you do not have an out of
state license tag does not mean that you are exempt from en-
joying it during the week. Schedule a Procurement month
lunchtime Pedestrian event. Get the team together for a brisk
walk outside the building. And use those pedestrian signals
and crosswalks. After all, you probably bought them!
Barbara Grilli, CPPO, CPPB, C.P.M. , FCCM Purchasing Manager, City of St Petersburg
PROCUREMENT MONTH ACTIVITIES:SIMPLE & STRESSLESS
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 13
In celebration of Procurement Month, the Pinellas County Purchasing Department hosted an open house on March 13, 2014 from 2 – 4 P.M. County employees and Tampa Bay Area Purchasing Cooperative members from area agencies were invited to stop by and visit with Purchasing Department staff and learn about the various responsibilities and types of work the Department performs. The event was informal and staff employees and fellow agency employees had the opportunity to mingle about the office. In addition to each staff member decorating their door or area to match the theme of the County departments they service, Purchasing staff created poster size charts outlining various procurement processes and informative facts. Informational poster content in-cluded Invitation to Quote, Bid, Request for Proposal and Competitive Consultant Negotia-tion Act processes, Ten (10) Misconceptions about Purchasing and the Procurement Proc-ess, History of Streamlining of County Purchasing Process Improvements and Steps of Direct Materials Purchases. Each guest was provided a personal and guided explanation of the informational posters and encouraged to ask questions. Approximately seventy (70) guests attended the open house. Feedback received during and after the event was very positive. As each guest was asked to sign in and include an email address when arriving, follow-up was made with all attendees. Each person was provided copies of the Invitation to Quote, Bid and Request for Proposal processes along with all Purchasing staff responsibility and contact information.
Dave Fechter Procurement Analyst, Pinellas County
PINELLAS COUNTY PROCUREMENT MONTH OPEN HOUSE
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 14
SB 1648 / HB1151 - Public Records GENERAL BILL by Governmental Oversight and Accountability. The bill requires each agency (governmental entity) to provide training on the requirements of the public records law to each of its employees. Per Florida League of Cities (FLC), there is concern that failure by an agency to provide training, or what someone may believe should be the appropriate level of training, will lead to lawsuits against the agency. Not all government employees handle public records or are consid-ered to be a custodian of a public record. In addition, the bill provides that a public records request need not be made in writing and infers that a request may be made of anyone employed by a gov-ernmental entity, rather than the proper custodian of public records. The bill provides a definition for an ―exempt‖ public record and provides that the record may be disclosed or made available for inspection or copying ―at the discretion‖ of the custodian of public records, who must determine if there is a statutory or other substantial need for disclosure. FLC expresses a concern that once a custodian exercises their discretion and determines that a record should not be disclosed, the person requesting the record will bring a lawsuit alleging an abuse of discretion by the custodian. Alternatively, if discretion determines that the record is released, a supplier could bring a similar lawsuit for violating non-disclosure of proprietary material. If the law is going to specify that a custodian may exercise their discretion to release an ―exempt‖ public re-cord, the law should protect the custodian from lawsuits based upon the exercise of the discretion. Dues and Membership Contributions: Current law provides that if an agency uses public funds for dues or membership contributions to a corporation, association or other organization (such as NIGP Tampa Bay), the financial, business and membership records of the organization pertaining to the agency are public records. The bill provides these same requirements if the agency makes a payment to an organization on behalf of an employee, and also provides that any record the or-ganization shares publicly, or has presented to or shared with its members generally becomes a public record. Organizations such as NIGP Tampa Bay are not governmental entities and, per Na-tional League of Cities, while an organization‘s financial and membership records directly pertain-ing to an agency should be public records, the organization‘s other business, financial and proprie-tary records should not be considered public records. Currently moving fast though Senate. WRITE TO YOUR HOUSE MEMBER ON THIS ONE! http://www.myfloridahouse.gov/Sections/Representatives/representatives.aspx
HB 801: Preference in Award of State Contracts GENERAL BILL by Fitzenhagen; Expands provisions to require certain political subdivisions to provide preferential consideration to Florida businesses when awarding competitively bid contracts for construction services; requires counties & municipalities to provide preferential consideration if state appropriations are used; specifies that grant preference supersedes local ordinances that restrict certain contractors from competing for an award; requires certain political subdivisions to disclose whether payment for competitively awarded contract will come from state appropriations.
CS/SB 612: Government Contracting GENERAL BILL by Governmental Oversight and Accountability; Hays; Expanding provisions that require an agency, university, college, school district, or other political subdivision of the state to provide preferential consideration to a Florida business in awarding competitively bid contracts to purchase personal property to include the purchase of construction services; requiring counties and municipalities to provide such preferential consideration; requiring agencies to provide the De-partment of Management Services with copies of vendor complaints and names of suspended and terminated vendors, etc.
BILLS TO WATCH
Page 15 ISSUE 56
(Bills to Watch Continued from page 14 )
CS/HB 541: Public-Private Partnerships GENERAL BILL by Government Operations Subcommittee; Steube; Provides for partnerships between state universities & private entities for construction or improvement by private entities of facilities or projects used predominantly for public purpose; provides procurement procedures for state university board of trustees, including proposals for qualifying project & comprehensive agreement for partnership transactions; provides requirements for project approval & financing sources; provides for applicability of sovereign immunity for boards of trustees with respect to qualified projects.
CS/SB 900: Public-Private Partnerships GENERAL BILL by Education ; Latvala; Providing legislative findings and intent relating to the construction or improvement by private entities of facilities or projects used predominantly for a public purpose; providing for partnerships between state universities and private entities; provid-ing procurement procedures for a state university board of trustees, including proposals for a qualifying project and a comprehensive agreement for partnership transactions; providing for various financing sources for projects, etc.
HB 1281: Preference in Award of Governmental Contracts GENERAL BILL by Fresen; Provides preference for local businesses in awarding competitively bid contracts for construction, printing, & goods & contractual services.
CS/SB 1396: Public Records and Meetings/Public-private Partner-ships/State Universities PUBLIC RECORDS/GENERAL BILL by Education; Montford; Amending provisions relating to public-private projects for the upgrade of state university facilities and infrastructure; creating an exemption from public records requirements for unsolicited proposals held by a state university board of trustees for a specified period; creating an exemption from public meetings require-ments for portions of meetings of a state university board of trustees at which confidential and exempt information is discussed; providing for future review and repeal of the exemptions under the Open Government Sunset Review Act; providing statements of public necessity, etc.
Follow these bills at www.flsenate.gov per below.
Barbara Grilli, CPPO, CPPB, C.P.M. , FCCM Purchasing Manager, City of St Petersburg
Who do you know? Suggestions for exciting speakers for our Chapter
Meetings? Contact Mina Kaeding at 813-272-4326
Tampa Bay Area Chapter NIGP, Inc. NEWSLETTER Page 16
PROFESSIONAL DEVELOPMENT NEWS
Upcoming Classes for 2014 - Selections Based on Your Survey Responses! ALL REGISTRATION FEES REFLECT A 50% SUBSIDY FROM YOUR CHAPTER.
CLASSES (UNLESS NOTED OTHERWISE) TO BE HELD AT
THE CHILDREN’S BOARD OF HILLSBOROUGH COUNTY
CPPB PREP: 03/06/-03/07/14 When Bad Things Happen to Bids: Strategies for Ensuring a Successful Pub-lic Construction Project 4/10/14 at Symposium/ Trade Show/ 5k Run-Walk—Tampa Fairgrounds (Limited to 25)
Best Practices in Developing Public Construction Bid Documents: 6/6/14
Contracting with Federal Funding—Grants Intermediate: 9/4-5/2014
Introduction to Public Private Partnerships: 10/3/2014
Statewide Classes: Details: http://www.nigp-tampabay.org/ProfessionalDevelopment.asp
or call Mark Shuman at 727-588-6179
Tampa Bay Area Chapter
National Institute of Governmental Purchasing, Inc. 2014 Meeting Schedule
COMMUNICATIONS:
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Phone: 727-893-7224 KEEP IN TOUCH!….IT‘S YOUR NEWSLETTER
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Excellence in Public ProcurementExcellence in Public ProcurementExcellence in Public Procurement
Page 17 ISSUE 56
December 6, 2013 CHAPTER LUNCHEON - Holiday Program, Officers
January 21, 2014 Board Meeting, 2:00 Via Webex ( Also: 3/18, 4/22, 6/17, 8/12, 9/16 ,10/14)
January 24, 2014 CHAPTER LUNCHEON , 11:30 Rusty Pelican
February 21, 2014 Board Meeting, 11:30 Airport Warehouse
March 21, 2014 CHAPTER LUNCHEON, 11:30 Rusty Pelican
April 10/11, 2014 Trade Show/Symposium/Class/5K, Tampa Fair Grnds
April 13-16, 2014 FAPPO CONFERENCE in West Palm Beach
May 16, 2014 Golf Tournament
June 20, 2014 CHAPTER LUNCHEON, 11:30 Rusty Pelican
July 18, 2014 Board Meeting, 11:30 PC Sheriffs Office
August 22-27, 2014 National Forum – PHILADELPHIA
September 19, 2014 CHAPTER LUNCHEON , 11:30 Rusty Pelican—Election
of Officers
October 24, 2014 Reverse Trade Show
November 15, 2014 Board Meeting, 11:30 Airport Warehouse
December 12, 2014 CHAPTER LUNCHEON - Holiday Program, Officers