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HOW TO DO BUSINESS HOW TO DO BUSINESS WITH THE STATE OF WITH THE STATE OF SOUTH CAROLINA SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control Board

HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

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Page 1: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

HOW TO DO BUSINESS WITH HOW TO DO BUSINESS WITH THE STATE OF THE STATE OF

SOUTH CAROLINA SOUTH CAROLINA

John R. Stevens, CPPBState Procurement Officer

Procurement Services Division

S.C. Budget & Control Board

Page 2: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

1. LEARN THE SOUTH 1. LEARN THE SOUTH CAROLINA CONSOLIDATED CAROLINA CONSOLIDATED

PROCUREMENT CODE PROCUREMENT CODE http://www.state.sc.us/mmo/codes/pcr.htm All State Agencies All Sources of Funds School Districts With Annual Budgets of

$75 Million

Page 3: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

SOURCE SELECTION SOURCE SELECTION METHODSMETHODS

Small Purchases Competitive Sealed Bidding Best Value Bidding Fixed Price Bidding Request for Proposals Reverse Auction

Page 4: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

SMALL PURCHASESSMALL PURCHASES

<$25,000 Competition Required

– <$1,500.00 - None– $1,500.01 - $5,000.00 - 3 Telephone Quotes– $5,000.01 - $10,000.00 - 3 Written Quotations– $10,000.01 - $24,999.99 - Advertisement in

South Carolina Business Opportunities (SCBO)

Page 5: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

COMPETITIVE SEALED BIDSCOMPETITIVE SEALED BIDS

$25,000.00 and more Competition Required -Advertisement in

SCBO Award - Lowest Responsive & Responsible

Bidder

Page 6: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

COMPETITIVE BEST VALUE COMPETITIVE BEST VALUE BIDDINGBIDDING

Hybrid Between Competitive Sealed Bids & Competitive Sealed Proposals

Award Based on Evaluation Factors Price Must Be Worth 60% of Total

Evaluation

Page 7: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

COMPETITIVE FIXED PRICE COMPETITIVE FIXED PRICE BIDDINGBIDDING

State Sets Maximum Price Allowed Award - All Qualified Bidders Agreeing to

the Maximum Price May Add Contractors After Award

Page 8: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

COMPETITIVE SEALED COMPETITIVE SEALED PROPOSALSPROPOSALS

Less than $10,000 - Competition Required $10,000.00 and more - Advertisement in

SCBO Evaluation - Team Scores of Weighted

Factors Award - Highest Ranked Offeror Expanded Negotiation Methods

Page 9: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

STATE PREFERENCESSTATE PREFERENCES

Resident Vendor 7% S. C. End Product 7% Combined Resident Vendor & S.C. End

Product 10% U. S. End Product 2% Vendors MUST Request Preferences

Page 10: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

PREFERENCE PREFERENCE REQUIREMENTSREQUIREMENTS

Resident Vendor Preference– Authorized to Transact Business in the State– Maintains an Office in the State– Maintains an Inventory of Items Being

Purchased of $10,000 or more– Paid All Assessed Taxes

Page 11: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

PREFERENCE PREFERENCE REQUIREMENTSREQUIREMENTS

End Product Preference– Items Made, Manufactured, or Grown in the

State or United States.

Page 12: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

PREFERENCE EXCEPTIONSPREFERENCE EXCEPTIONS

Do not Apply to:– Procurements of Construction Services– Procurements of A-E Services or Land

Surveyors– Price of a Single Unit is >$30,000– Procurement is <$10,000– Requests for Proposals

Page 13: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

2. SUBSCRIBE TO SCBO2. SUBSCRIBE TO SCBO South Carolina Business Opportunities

– SC Procurement Code mandates State Agencies to advertise solicitations at or above $10,000 in SCBO

– The Materials Management Office publishes SCBO twice-weekly to satisfy this mandate

– Advertises quotes, bids and proposals involving goods, services, information technology and construction

– Other governmental entities (i.e. cities, counties and school districts) can voluntarily advertise

Page 14: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

COST TO SUBSCRIBECOST TO SUBSCRIBE Hard Copy Subscribers (Print Version)

$125.00/year

Internet (Online) Subscribers$45.00/year

Page 15: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

3.3. VISIT OUR WEB SITEVISIT OUR WEB SITE www.procurement.sc.govwww.procurement.sc.govLinks to both Materials Links to both Materials Management and Information Management and Information

Technology ManagementTechnology Management -Online Awards & Solicitations-Online Awards & Solicitations-South Carolina Business -South Carolina Business OpportunitiesOpportunities-MMO Publications-MMO Publications-MMO Forms-MMO Forms

Page 16: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

VISIT OUR WEB SITEVISIT OUR WEB SITE

-South Carolina Procurement Code

-Other Agencies Online Solicitations(includes State Agencies, Universities and Colleges, Cities, Counties and School Districts)

Page 17: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

4. GET TO KNOW AGENCY 4. GET TO KNOW AGENCY PROCUREMENT OFFICERSPROCUREMENT OFFICERS

All State Agencies Certified to $25,000 Higher Certification Limits May Be Requested

– Examples:• Clemson University, DOT, Corrections, USC certified to $1

million for Goods.

Listing of Procurement Offices for governmental entities available on MMO website at http://www.state.sc.us/mmo/ops/procure.htm

Page 18: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

5. BEST PRACTICES5. BEST PRACTICES Study Each Solicitation’s Requirements Ask Questions About Solicitation

Requirements Attend Pre-Bid and Pre-Proposal

Conferences Use the Freedom of Information Act Submit Bids that Meet Solicitation

Requirements

Page 19: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

BEST PRACTICES (cont.)BEST PRACTICES (cont.)

Do Not Alter Terms & Conditions of the Solicitation

Prepare Reasonable Bids - Do Not Overbid or Underbid

Make Sure the Bid is Received On Time Sign Your Bid PERFORM, PERFORM, PERFORM

Page 20: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

THE FUTURE OF THE FUTURE OF PROCUREMENTPROCUREMENT

South Carolina is moving many operations away from paper to electronic format to take advantage of opportunities computer and Internet technologies provide.

Page 21: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control
Page 22: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

South Carolina’s Approach to South Carolina’s Approach to Electronic CommerceElectronic Commerce

Created a platform for Electronic Commerce

-Web Site www.procurement.sc.gov

-Windows based automated procurement system - APS 2000

-Electronic signature legislation

Page 23: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

South Carolina’s Approach to South Carolina’s Approach to Electronic CommerceElectronic Commerce

Automated Procurement System (APS)

– Advertising all solicitations on the Internet– Posting all solicitations and awards on Internet– Posting agency solicitations on the Internet

Page 24: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

South Carolina’s Approach to South Carolina’s Approach to Electronic CommerceElectronic Commerce

Implementing Electronic Commerce-continued

– Automatic distribution of solicitations and awards via email & fax

– On-Line agency requisitioning– On-Line agency tracking of requisitions

Page 25: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

South Carolina’s Approach to South Carolina’s Approach to Electronic CommerceElectronic Commerce

Implementing Electronic Commerce-continued

– On-Line bidder response– Advanced Bid Tabulation– Document storage/retrieval - imaging– Internet based fully electronic solicitation,

response, tabulation, evaluation and award

Page 26: HOW TO DO BUSINESS WITH THE STATE OF SOUTH CAROLINA John R. Stevens, CPPB State Procurement Officer Procurement Services Division S.C. Budget & Control

Assistance Available to YouAssistance Available to You We Are Always Willing To Help Call Us @ (803)-737-0600 Internet Web Site www.procurement.sc.gov

– www.state.sc.us/mmo/ – http://cio.state.sc.us/itmo/main.htm