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NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

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Page 1: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

NIGP Copper ChapterReverse Trade Show

Sharon CarpenterMike Clawson

Victoria Cortinas

Page 2: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Government EntitiesRepresented

Tucson Unified School District - Sharon

City of Sierra Vista - Mike

City of Tucson - Victoria

Page 3: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

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

Page 4: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Purchasing Dollar Thresholds

City of Tucson

Formal Bidding: $50k+

Informal Quotes: Micro Purchases up to $5k Small Purchases from $5k to $49,999

Page 5: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Purchasing Dollar Thresholds

City of Sierra Vista

Formal Bid: $50k+

Informal Quotes:Verbal up to $5kWritten from $5k to $49,999

Page 6: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

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

Page 7: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Responding to SolicitationsRequest for Quotes (RFQ)

Invitation for Bids (IFB)

Request for Proposals (RFP)

Request for Qualifications (RFQ)

Request for Information (RFI)

Page 8: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Requirements for Consultants and Independent Contractors

Types of Consultants

Needs for Independent Contractors

Outsourcing of Services

Page 9: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Non-Traditional Purchases

Emergency

Sole Source

After the Fact

Page 10: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Construction Contracting Methods

Traditional Design – Bid – Build (DBB)

Design – Build (DB)

Construction Manager at Risk (CMAR)

Job Order Contracting (JOC)

Page 11: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Special ProgramsDisadvantaged Business Enterprises (DBE)

Small Business

Minority Business Enterprise (MBE)

Woman Owned Business Enterprise (WBE)

Local Preferences

Page 12: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Procurement Tools

Traditional RFQ, IFB, RFP

Arizona State Contracts

Cooperative Purchasing Agreements

Others

Page 13: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Purchasing “Contracts”Formal Purchase Order

Formal Contract

Purchasing Card (Pcard)

Field Purchase Order (FPO) / Check Request

Others

Page 14: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

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

Page 15: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

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

Page 16: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

PROTESTS

Informal Questioning of the Buyer / Process

Formal Protest Process

Negative Impact – Protests Without Basis

Protests Used Properly Ensure Fair Competition

Page 17: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

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

Page 18: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

Now That We’ve Confused Now That We’ve Confused You..You..

QUESTIONS

Page 19: NIGP Copper Chapter Reverse Trade Show Sharon Carpenter Mike Clawson Victoria Cortinas

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

[email protected]

Victoria Cortinas, C.P.M., CPPB, Principal Contract Officer, City of Tucson, (520) 837-4140

[email protected]