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Procurement & Warehousing Services Previously presented by Shari Francis Manager, Construction Sourcing

Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

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Page 1: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

Procurement & Warehousing Services

Previously presented by Shari Francis

Manager, Construction Sourcing

Page 2: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

2

SBBC FACTS

OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Page 3: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

3

SBBC FACTS

268,000 Students

175,000 Adult Students

241 Schools - 89 Charter Schools

191 Different Languages

204 Different Countries Represented by Students

34,320 Total Employees

$133 Million Earned scholarships by the Class 2019

OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Page 4: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

6

PROCUREMENT OPPORTUNITIES

BCPS seeks qualified vendors to provide:

ConstructionContractual

Services

Professional

ServicesCommodities

OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Page 5: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

8

Types of Solicitations

OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Page 6: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

9

Procurement Process

OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Page 7: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

10OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

PWS – Commodity Structure

We oversee and manage all commodities across the school district

• Academics / Student Services

• Professional Services

• Technology

• Food & Nutrition

• Transportation & Logistics

• Business Operations

• Facilities / Maintenance / Janitorial / Grounds

• Major Construction - SMART Initiative / General Obligation Bond

…..We’ve also processed more

than 50,000 POs annually

Page 8: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

11

What is SMART?

• SMART Program: $800M General Obligation Bond

• Science, Music, Art, Renovations, & Technology

• New technology being provided to school locations.

Over 72,000 laptops purchased in 225 sites.

• 504 facilities projects

• SDOP to ensure compliance on S/MWBE inclusion

OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Page 9: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

Procurement Website

▪ www.browardschools.com/pws

DemandStar

▪ Official issuance

▪ Automatic notifications

▪ Reference/ Research

▪ Register today: https://www.demandstar.com/registration

Public Records Requests

▪ Email: [email protected]

▪ Phone: 754-321-1925

12OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Researching & Accessing Opportunities

Page 10: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

13

PWS Online Supplier Portal

Our eProcure Online Supplier Portalis now live!!!

Every new PO vendor MUST complete the

eProcure process to register as a vendor with

the District(We are no longer accepting paper applications)

For more information on the please visit the

eProcure Supplier Portal page of our

website

On Our PWS Website!!!Become a vendor, get prequalified, get certified!

Request forms, reference information, and

training documents can be found on the

BCPS Reference Page of the new website

Visit our new website at

www.BrowardSchools.com/pws

OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Page 11: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

BCPS seeks pre-qualified vendors to provide:

Construction Services

▪ CSMP

▪ CMARs

▪ Bids

Other Contractual Services

▪ Elevators

▪ Fire alarm

14OFFICE OF PROCUREMENT & WAREHOUSING SERVICES (PWS)

Procurement Opportunities

Page 12: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

▪ Meet S.R.E.F. requirements

▪ Bid on upcoming opportunities

(no delay)

▪ Smaller value opportunities

▪ Event announcements

▪ Exposure to other Primes/ GCs/

Broward Schools

15OFFICE OF procurement & warehousing services (PWS)

WHY GET PRE-QUALIFIED?

Page 13: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

Economic Development &

Diversity Compliance

Robert Ballou

Economic Development & Diversity Compliance Officer

Page 14: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

17

Timeline: The Evolving SDOP Function

ECONOMIC DEVELOPMENT & DIVERSITY COMPLIANCE DEPARTMENTSUPPLIER DIVERSITY OUTREACH PROGRAM POLICY-3330

TIMELINE / MILESTONES

2010 SDOP position down-graded to a non-chart position

Feb 2014 Workshop - SDOP overview

May 2014 Organization change: elevated SDOP position to chart-level status

July 2014 Disparity Study commissioned and Board approved analysis

Oct 2015 Delivery of Final Report (study period: July 2008-June 2013)

Oct 2015 Workshop – Disparity Study findings

Oct/Nov Post delivery of final report: Communication Plan

Dec 2015 Disparity Study implementation plan drafted

Jan 2016 Disparity Study Work Group formed (29 internal and external stakeholders)

Apr 2016 Workshop – Disparity Study procedure and policy update

Jan/June 2016 Multiple Disparity Study Work Group meetings

June 2016 Workshop – Disparity Study procedure and policy update

June/July 2016 Organization alignment: Facilities, Heery and Procurement (SDOP) support requirements

Sept 2016 Workshop: Initial policy revision discussion

Oct 2016 2nd Rulemaking Proceeding (required two consecutive meetings in October 2016)

Nov 2016 SDOP implementation plan drafted (policy revision, software, organization structure/staffing)

Page 15: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

18

Timeline: The Evolving SDOP Function

ECONOMIC DEVELOPMENT & DIVERSITY COMPLIANCE DEPARTMENTSUPPLIER DIVERSITY OUTREACH PROGRAM POLICY-3330

TIMELINE / MILESTONES

Jan 2017 Policy 3330 adopted (Effective: July 2017)

Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017!

May 2017 Procurement & Warehousing Services organization restructure: newly created SDOP function

Aug 2017 Board Memo: SDOP Implementation Plan Update

Aug 2017 SDOP End-of-Year Report: 2016/17

Oct 2017 Board approves Central Bidder Registration acquisition

Dec 2017 Board Memo: SDOP Implementation Update

Oct 2018 SDOP End-of-Year Report: 2017/18

Dec 2018 S/M/WBE Status Update

Jan 2019 Workshop: Policy 3330 Implementation Update

Apr 2019 Board Briefings: SDOP “Work-in-Progress”

May 2019 Organization augmentation: Officer, Economic Development & Diversity Compliance approved

May- Sept 2019 Multiple Community Focus Groups/Committee meetings; small vendor and large.

Sept 2019 Posting and recruitment of Officer, Economic Development & Diversity Compliance position

Oct 2019 Workshop: Supplier Diversity Outreach Program Policy 3330 – 1st Workshop

Jan 2020 Workshop: Supplier Diversity Outreach Program Policy 3330 – 2nd Workshop

April 2020* Board Memo/Report: Final Adoption of Policy 3330 recommended changes and

EDDC Process Management Update

Page 16: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

19

Evolving from SDOP to EDDCFrom Counting Firms to counting Economic Impact

ECONOMIC DEVELOPMENT & DIVERSITY COMPLIANCE DEPARTMENTSUPPLIER DIVERSITY OUTREACH PROGRAM POLICY-3330

E/S/M/WBE Certified Firms

2014-2015* 2018-2019

African-

American

32% 39%

Asian-

American

8% 6%

Hispanic

American

36% 38%

Native

American

<1% <1%

Caucasian

American

24% 17%

Total Firms 204 706

Female 58% 48%

Male 42% 52%

The purpose of the

Economic Development

& Diversity Compliance

Department is to spur

economic development

and support small, and

minority and women-

owned businesses to

successfully expand in

the marketplace.

Page 17: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

20

What we are doing; What to look for

ECONOMIC DEVELOPMENT & DIVERSITY COMPLIANCE DEPARTMENTSUPPLIER DIVERSITY OUTREACH PROGRAM POLICY-3330

xxxINITIATE PLAN IMPLEMENT CONTROL

Wh

at

We

’re

Do

ing

Wh

at

to L

oo

k F

or

▪ EDDC/ SDOP

Policy Workshops

▪ 10/29/19

Revised Org and

Name Change

▪ 01/28/20

Policy 3330

▪ Survey E/S/M/WBE

community

▪ Robust Marketing

elements (Digital)

▪ Meetings with District

Leaders, Business

Partners and other

Stakeholders

▪ Team Action

Planning sessions

1/16, 24 & 29

▪ PWS & EDDC cross

training sessions

▪ Enhanced visibility and

influence to oversee

program activity that

grows economic base

in Broward. #SHOPBROWARD

▪ Expanded outreach

and utilization across all

commodities

▪ Improved data integrity

and governance for

compliance/reporting

▪ Analyzing data

▪ Develop

Organizational

Paradigm

▪ Develop Action plan

▪ Launch B2GNow,

vendor management

▪ Launch EDDC website

and social media

campaign

▪ Introduce Inclusion to

Procurement training

▪ Formalize regional

partnerships with

supplier inclusion

organizations.

▪ Launch Business

Intelligence and

Process Management

group within EDDC

▪ Review and refine the

E/S/M/WBE ARIBA

database

▪ Update Disparity Study

▪ Board Reports (E-1)

▪ BOC- SMART reports

▪ Engaged committees

▪ Workflow aligned to

Organizational

Paradigm

Page 18: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

21

Organizational Paradigm

ECONOMIC DEVELOPMENT & DIVERSITY COMPLIANCE DEPARTMENTSUPPLIER DIVERSITY OUTREACH PROGRAM POLICY-3330

Certification

Vendor Mgt

Outreach &

Certification

Compliance &

Certification

Compliance &

Outreach

Business Intelligence&

Process Management

Page 19: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

Procurement & Warehousing ServicesPhone: (754) 321-0505

Mary C. Coker, CPSM, Director

Danielle Mamede, CPSM, Assistant Director

Shari Francis, CPM, PMP, CPSD, CPA, Construction Sourcing Manger

Mauricio Stradiotti, Strategic Sourcing Manager

Economic Development & Diversity Compliance

Robert M. Ballou, Economic Development & Diversity Compliance Officer Email: [email protected]

Jasmine M. Jones, Supplier Diversity Outreach Program ManagerPhone: (754) 321-0530

Chelsea Jones-Finley, Outreach CoordinatorPhone: 754-321-0584

Anne-Marie Richards, Compliance CoordinatorPhone: 754-321-0530

22

CONTACT INFORMATION

www.BrowardSchools.com/PWS

Page 20: Procurement & Warehousing Services...Jan 2017 Policy 3330 adopted (Effective: July 2017) Jan 2017 Press release: New SDOP Policy Approved Effective July 1, 2017! May 2017 Procurement

23

Heather P. Brinkworth, Chair

Donna P. Korn, Vice Chair

Lori Alhadeff

Robin Bartleman

Patricia Good

Laurie Rich Levinson

Ann Murray

Dr. Rosalind Osgood

Nora Rupert

Robert W. Runcie, Superintendent of Schools

The School Board of Broward County, Florida, prohibits any policy or procedure which results in discrimination on the basis of age, color, disability, gender identity, gender expression, genetic information, marital status, national origin, race, religion, sex or sexual orientation. The School Board also provides equal

access to the Boy Scouts and other designated youth groups. Individuals who wish to file a discrimination and/or harassment complaint may call the Director, Equal Educational Opportunities/ADA Compliance Department & District’s Equity Coordinator/Title IX at 754-321-2150 or Teletype Machine (TTY)

754-321-2158.

Individuals with disabilities requesting accommodations under the Americans with Disabilities Act Amendments Act of 2008, (ADAAA) may call Equal Educational Opportunities/ADA Compliance Department at 754-321-2150 or Teletype Machine (TYY) 754-321-2158.

THANK YOU on behalf of our School Board & Superintendent

The School Board of Broward County, FL

Leading Procurement

at Broward Schools

to the next level