Meeting November 5 2009 1 Agenda 1

Meeting November 5, 2009 1

Agenda 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. BMWBO –Gayle Nuppnau Contract Compliance – Charlie Poticher Materials Update – Walter Quade, Jim Pinci & Paul Wolf Services Update – Tom Di. Martile, Dennis Fellin Other Procurement Updates – Cheryl Kleeman, Susan Rojas , Pam Shady Legal – Chuck Anderson Supplier Outreach – Mike Starr Training – Jeff Mandel Savings Status – Jeff Mandel NASPO Cronin Award – Janice Pistor Appendices: A – Request Form B – Performance Metrics 2

BMWBO • Where we are now • New RFP DB language • Section III – criteria for selection – highest scoring technical • Scoring of IT/ITQ's • Small Business Reserves (SBR's) 3

DB Language • New RFP template – Sections I-13, II-9 – Self certifying – Percentages 4

Part III Criteria for Selection Vendors not meeting 70% requirement don't move onto DB • Rescore Disadvantaged Business – Email Steve Nedimyer: snedimyer@state. pa. us • Technical Scoring • DB scores 5

BMWBO Scoring Sheet 6

BMWBO Scoring 7

CC Program Authority • DGS Procurement Handbook – Part 1 Policies: Chapters 3, 20 & 43 • Nondiscrimination clause in all contracts • STD-21 to all contractors above thresholds – Part 2 Supplies: Chapters 4, 5 & 7 – Part 3 Services: Chapters 2, 4, 5 & 8 – Part 4 Construction: Chapters 5 & 7 • Exec Order 2006 -2, Mgt. Dir. 215. 16 • CC Manual – Ensure CC on contractors & grantees – Report CC activity and CC Plan 8

Initiator Role & Responsibility • • Identify qualifying contracts for STD-21 s Obtain preliminary data for input Edit preliminary data Troubleshoot common issues: – – 9 Resend Undeliverable email Answer contract related Qs Refer CC Qs to CC staff Right to Know Law impact on CC Program

CC Staff Role & Responsibility • • Track STD-21, STD-26 and ensure receipt Analyze STD-21 data in application, STD-28 Inform contractor/grantee of CC utilization Use CC online resources – – – CC Audits List Reports Calendar Training Modules Manual • Prepare CC Plan & reports, including STD-25 • Provide technical assistance and referrals 10

ITITQ's • $0 - $50, 000 – No DB program • $50, 001 - $250, 000 – Expedited process – BMWBO does not score • $250, 001 and over – BMWBO scores all RFQ's 11

Small Business Reserve Program Small Business Reserves (SBR's) To allow small businesses to bid without competing with larger more established businesses and to increase economic opportunities for small businesses, including minority and women-owned small businesses. • • 12 Independently owned and not dominant in its field of operation Contractor employs no more than 100 persons – Full-time/full time equivalent Contractor <$20 M in gross ann. rev. in each of its last two fiscal years ($25 M for those businesses in IT) Pilot program – Fire extinguisher ü 10 vendors submitted – Non-Medical Transport ü 7 vendors submitted

Materials Contract Update Contract Number Name of Contract Type of Solicitation Estimated Ann. Dollar Values Contract End Date Renewals Remaining Number of Contracts Agency Commodity Specialist 4400005987 Passenger Vehicles IFB $3, 500, 000 8 -31 -2010 0 10 All Using A. Robinson 4400006081 Lt Duty Trucks IFB $2, 500, 000 8 -31 -2010 0 7 All Using A. Robinson 4400006010 H/D Power Equip IFB $12, 000 8 -31 -2011 4 38 All Using R. Woodworth 4400005916 Agric Power Equip IFB $8, 600, 000 9 -30 -2011 4 43 All Using R. Woodworth 4400005558 Const. Equip. IFB $9, 179, 000 7 -31 -2010 4 12 All Using R. Woodworth 9140 -01 Heating Oil IFB $9, 900, 000 8 -31 -2010 4 9 All Using J. Banks 9130 -03 Unleaded Gas IFB $4, 000 9 -30 -2010 4 3 All Using J. Banks 9140 -04 Diesel Fuel IFB $15, 377, 000 8 -31 -2010 4 9 All Using J. Banks 6810 -03 Sodium Chloride IFB $77, 000 8 -31 -2010 1 7 All Using Agencies J. Halbleib 13

Materials Contract Update Contract Number Name of Contract Type of Solicitation Estimated Ann. Dollar Values Contract End Date Renewals Remaining Number of Contracts Agency Commodity Specialist 4400006167 Sheeting for Validation Stickers IFB $500, 000 10 -31 -2011 3 1 Corrections / PENNDOT J. Halbleib 6810 -03 Calcium Chloride IFB $900, 000 8 -31 -2009 4 3 All Using Agencies J. Halbleib 5610 -03 Bituminous Patch IFB $900, 000 9 -31 -2009 0 21 PENNDOT P. Rosenella 5680 -02 Hwy Inlet Boxes IFB $600, 000 8 -30 -2009 3 5 All Using Agencies P. Rosenella 4400006254 Industrial Plumbing IFB $500, 000 8 -30 -2010 3 3 All Using Agencies L. Mangan 4600014120 Condiments IFB $1, 000 8 -30 -2010 0 1 Corrections M. Juran 4600014119 Tomato Products IFB $3, 000 8 -30 -2010 3 1 Corrections M. Juran 4600014120 Frozen Juice IFB $500, 000 8 -31 -2010 3 1 DPW M. Juran 4600013674 Canned Fruit IFB $1, 000 8 -31 -2010 3 1 Corrections M. Juran 14

Materials New Solicitations Contract Number Name of Contract Type of Solicitation Estimated Ann. Dollar Values Contract End Date Renewals Remaining Number of Contracts Agency Commodity Specialist 4400006081 Cargo vans IFB Unknown - - - All Using A. Robinson 4400003137 Medium Duty Work Trucks IFB $4, 000 9 -30 -2009 0 0 All Using A. Robinson 4400003138 Police Lighting IFB $500, 000 11 -30 0 0 All Using A. Robinson 4400001803 Tractors and Trailers ITB $1, 500, 000 1 -31 -2010 0 0 All Using R. Isenberg 4400002825 Dump Trucks RFP/IFB $2, 000 9 -30 -2010 0 0 All Using R. Isenberg 9120 -08 Electricity Supply RFQ $40, 000 Variable - - All Using G. Knerr 4600008263 Alum Sign Blanks IFB $3, 500, 000 2 -2010 0 2 All Using L. Vessella 4600008380 Alum Coil Stock IFB $3, 000 6— 2010 0 1 All Using L. Vessella 15

Dilution Control Contract Issues • We are continuing to experience concerns regarding the recent second bid for Dilution Control Chemicals. • We are currently operating under an emergency extension of the old contracts and plan to continue to do so until these concerns are remedied and a contract is awarded. 16

Staples Printer Ink Cartridges • We have received a number of complaints regarding the current replacement ink cartridges being supplied by Staples. • We investigated these issues and found them to be specifically linked to the 5500 series. • Our QA Division along with our Associate Commodity Manager are contacting the various users to find if the issue goes beyond this series. • In the meantime we are not supplying their off-market product and have restricted them on the web-site. 17

Electricity Bidding Results for PPL Service Areas Auction Round 1 Round 2 Round 3 Round 4 Round 5 Round 6 Average Month Conducted Jul-07 Oct-07 Mar-08 Oct-08 Apr-09 Oct-09 Residential Price ($/k. Wh) $0. 102 $0. 105 $0. 109 $0. 113 $0. 087 $0. 082 $0. 099 C&I Price ($/k. Wh) $0. 105 $0. 106 $0. 109 $0. 112 $0. 088 $0. 084 $0. 101 • Estimated Increases • 30% for residential customers • 18% for small C&I accounts • 36% for mid-size C&I accounts • Fixed rates for large C&I accounts (single auction) • $0. 0920 for LP-4 accounts • $0. 0895 for LP-5 and LP-6 accounts 18

Commonwealth Electricity Bidding Results • We conducted our first Bidding Event on the 27 th of October for Larger Accounts. • We found that on the 11 LP 4, LP 6, GS-3 Accounts the awarded bid price averaged 20% under the previously mentioned Default prices. • Our next bidding event is scheduled for November 4 th and is for LP 4, LP 6, GS 3, GS 4 and standard consumption meters. 19

Pending Procurements - Services 20

Understanding 70% RFP Evaluation • Part I Chapter 6 Methods of Awarding Contracts – “In order for a proposal to be considered for selection for BAFO or selection for contract negotiations, the total score for the technical submittal of the proposal must be greater than or equal to 70% of the highest scoring technical submittal. ” – Establishes a preliminary failing grade prior to inclusion of cost and DB scoring. – CWOPA always reserves the right to reject proposals/proposers determined to be not responsible. 21

Understanding 70% RFP Evaluation • Example: • Technical Score based on 500 points/ 3 proposals/ 3 scorers 22

3 rd Party IT Maintenance • PCs & Monitors – Prior 3 rd Party Contract bundled PC & Monitor as single unit • Service for only 1 year – New 3 rd Party contract separates PCs and Monitors into 2 distinct categories • On-site service for 4 years – PCs and Monitors on 3 rd party contract that are 4 years old. 23 • PCs are $15. 12/year and LCD monitors are $14. 07/year. • Failure rate for flat panel monitors, 4+years: 1. 88% 4357 CRTs 8278 LCDs • DGS recommendation: Do not put 4 -year-old monitors on 3 rd party contract.

3 rd Party IT Maintenance • Use of Remedy is going well as first line of ticket submission – All agencies are implemented – Hats off to our OA Remedy team for a job well done – Please note next slide and ensure your agency is in compliance 24

3 rd Party IT Maintenance • Service Calls to Pomeroy for IT Hardware Maintenance • Email: October 08, 2009 To: OA-Remedy AMA; OA-Enterprise Help Desk Management: – Effective Thursday, October 22, 2009, all service calls to Pomeroy for IT hardware maintenance must be submitted thru a Remedy Help Desk ticket. The OA Remedy Team needs each agency to: 1. Identify a central point(s) to perform this function 2. Develop an internal procedure for this function 3. Inform all agency personnel of the procedure – In addition, each agency must identify to the OA Remedy team via resource account Agency Enterprise Help Desk OR OA, Agency Enterprise Asset Mgmt all agency staff who will need to perform this function. (Generic accounts do not have the ability to perform this function; therefore people must be identified to be set up in Remedy to use the standard interface to submit help desk tickets. ) This list of staff will be updated and/or added to ensure proper permissions are established for this new process. We need this information by COB, Thursday, October 15, 2009 at the latest. • A second notice was sent on, October 14, 2009 25

IT ITQ • IT/ITQ Website – Fully operational • http: //www. itqrp. state. pa. us/ITQ/Default. aspx • Totally electronic for suppliers – Suppliers can update information as necessary • Viewable by agencies – Agency Role • Document Library (choose correctly) – Soon to be other ITQs for Training and Aggregate – In IT folder, instructions and templates » Note: New posting requirements • Search Suppliers – For now you must view data base in search suppliers and in the Document Library for “grandfathered” suppliers – Viewable for easy use. Last update viewable. • Agency Roles: Need to know, from each agency who will need admin rights for ITQ website. DGS recommends someone from agency IT/Procurement. Contact Don Bauer to ensure correct permissions are obtained. – dbauer@state. pa. us or by phone @ 717 -787 -4719 26

IT ITQ Document Library 27

Search Suppliers 28

Current Enterprise IT Procurements • IT Staff Augmentation – RFP is posted on e. Marketplace – Responses due on NOV 13, 2009 – Much interest shown by both suppliers and other states • Software – Draft RFP will be presented to the team in early November • Proposed schedule: – 12/1/2009: RFP release – 1/12/2010: Proposals due from suppliers – 4/15/2010: Contract executed to become valid on 6/30/2010 – Much interest shown by both suppliers and other states 29

Procurement Handbook • New look – Adobe. pdf documents – Print & download • Revision schedule – Quarterly – Begins November 2, 2009 – February, May & August • Search capability on all sections 30 http: //www. portal. state. pa. us/portal/server. pt/community/procurement_handbook/14304

Procurement Handbook Chapter 2, Definitions – Definition of Small Business was revised. – “A business in the United States. . . employs no more than 100 fulltime or full-time equivalent employees, . . . ”businesses in the information technology sales or service business) Chapter 12, Agency Construction in Leased Facilities – New Chapter name: Real Estate Leases – Old Section A, B & C are now identified as Section C. , C. 1. , C. 2. , & C. 3. – New Section A and B were added – Additional details covered in separate slide • 31 • • Part I Policies & Guidelines Chapter 14, Contractor Responsibility – Content changes made to entire chapter – Details covered in separate slide

Procurement Handbook Part I Policies & Guidelines Chapter 25, Maintenance of Commonwealth-Owned Automobiles – Added PA Turnpike Commission as an exception to the policy – Term vendor replaced with supplier – Prequalification process is now qualification process – Agencies are required to obtain approval of Bureau of Vehicle Management (BVM) prior to commencement of repairs o Regardless of dollar value – All repairs at any one time and within a 20 -mile radius of the Commonwealth Garage must be completed by BVM – Repairs performed at Commonwealth Garage do not require prior approval • 32 • Chapter 28, Cooperative Purchasing (Including Purchasing From GSA Schedules) – New chapter – Form BOP-005, Agency Request for Review of Purchase from Federal Cooperative Purchasing Agreement – Federal Surplus Property Program Flow Chart – GSA Program Purchases Flow Chart – Counterdrug Program (1122) Flow Chart

Federal Surplus Property Program 33

GSA Program Purchases 34

Counterdrug Program (1122) 35

Procurement Handbook Part I Policies & Guidelines Chapter 31, Contract Signatures – Typographical correction. Section C. 3. d - in the first sentence the word under was replaced with over • Chapter 47, Reciprocal Limitations Act – Section A, the words “Commonwealth Procurement Code” were added. – Section B. 2. the first sentence was revised – Section G. 4. was revised – A new document created and referenced, Lists of States Applying A Bidding Preference • Chapter 57, Contractor Performance & Legal Remedies – Content changes made to entire chapter • 36 • Chapter 60, Employee Ethics – Content changes made to entire chapter

Procurement Handbook Part II Procurement of Supplies Procedures • Chapter 11, Purchase of Materials Manufactured or Services Performed by Persons with Disabilities – Section B. 3. removed the obsolete PIBH contract number and replaced with “the statewide contracts with PIBH” – The name PA Industries for the Blind and Handicapped was replaced with their acronym PIBH Part III Procurement of Services Procedures • Chapter 17, Purchase Requisitions Estimate Corrections – The SAP R/3 references were removed throughout – Section A and the chapter title were revised due to the removal of SAP R/3 references Part IV Procurement of Design & Construction Services • 37 No changes

Records Management (RM) Records Management Pilot • Agencies: BOP and Fish & Boat Commission • Went live: August 10, 2009 • Two Issues: – Attachments created in Microsoft Office 2007 • Existing attachments open in separate window • Procedure developed to correct • One time action • Fix effective November 9, 2009 – Versioning process • Cannot rename attachments when maintaining versions • Policy changed and procedure developed Full implementation – Go live November 16, 2009 38

XML & ERS Reconciliation Process • • Two Issues: 1. Blocks against XML Invoices will not show up in Agency Invoice Reconcilers workflow • Blocked XML invoices are not being monitored 2. ERS POs are not being monitored for GR entry • No GR, no payment Agency Responsibility – Reconciliation of blocked XML invoices – Monitor ERS POs for entry of GRs – Designate responsible person(s) • Invoice Reconciler • No GR • XML Invoice Submitted / ERS Trans Run Blocked Invoice 39 Reconciliation • Blocked Invoice Report • ERS GR Report • GR Entered • Block Clears Supplier Receives Payment • Actions required: – DGS to update Line Item Reconciler Course (in process) • Provide updated material to those who have already taken the course – Development of new BI report to monitor ERS GR entry (in process) – Send official notification to agencies

Doc Builder – Support Pack Changes Doc Builder – Stand Alone Mode When “Document Summary” tab is selected, clauses may not appear To display clauses, select “Position” down arrow 40

Doc Builder – Support Pack Changes Doc Builder via SRM • If clauses do not appear when selecting “Utilities”, select “Expand List” • Select “Position” down arrow to bring in additional clauses 41

Doc Builder – Status • Activity since July 29, 2009 PPC Meeting – – – Disadvantaged Business language revised HIPPA/Sensitive Information language revised Right to Know Law language corrected/updated Construction/Prevailing Wage language revised Federal Funding language corrected Electronic Proposal language corrected • Current Activity – Doc Builder guidance document completed – Guidance document published on DGS portal 42 Use Doc Builder for RFPs

Non SRM Bidding Survey • DGS BOP agency survey – Agency bids in R 3 – Agency utilization of MRP or Market Based Pricing • Information evaluated – Ramifications – Recommendations • Notification of results 43

Legal – Real Estate Leases Chapter 12, Agency Construction in Leased Facilities – New name: Real Estate Leases – New Section A. General o The policies, procedures and guidelines of this handbook do not apply to the solicitation and award of leases of real estate, including but not limited to leases of office for use by Commonwealth employees. – New Section B. Space Requirements in Service Contracts – Section C. Agency Construction in Leased Facilities o Section C. 1. General o Section C. 2. Landlord’s Permission o Section C. 3. Requirements and Procedures 44

Legal – Contractor Responsibility The major additions/revisions to the Contractor Integrity Provisions are: 1. Restatement of ethics policy announced in the COPA Procurement Code. 2. Prohibit contractors and its employees from influencing or attempt to influence, any COPA employee to breach the standards of ethical conduct set forth in law or published policy. 3. Prohibit contractors and their employees from giving or promising to give any gratuity to a COPA officer, employee or to any other person, the acceptance of which would violate Governor’s Code of Conduct Executive Order 1980 -18, 4 Pa. Code § 7. 151 et seq. 4. Forbid contractors from disclosing to others any documents, reports, data, or records provided to, or prepared by, Contractor under this contract without the prior written approval of COPA, except as required by applicable law. 5. Require contractors to certify they have not been officially notified of, charged with, convicted of, or officially notified of a governmental determination of any of debarment, violation of certain laws or commission of certain crimes and agrees to immediately notify COPA contracting officer in writing if and when it has been officially notified of, charged with, convicted of, or officially notified of such a governmental determination. New provisions also give COPA the right, in its sole discretion, to terminate contract for cause upon such notification or when COPA otherwise learns that Contractor has been officially notified, charged, or convicted. 6. Remind contractor, that if the contract was awarded on a non-bid basis, it must, (as required by Section 1641 of the Pennsylvania Election Code) file a report of political contributions with Secretary of the Commonwealth on or before February 15 of the next calendar year. 7. Remind contractor of its statutory obligation to comply with requirements of Lobbying Disclosure Act, 65 Pa. C. S. § 13 A 01 et seq. , and regulations promulgated pursuant to that law. 45

Contracts for Moving Commonwealth Property • OB revising MD 625. 3 so that it applies only to reimbursement to COPA employees for moving costs. – Numerous agencies have been using this directive for guidance on how to move COPA property from one building to another. – Since the relocation of COPA property is a service, it is subject to the Procurement Code requirements and DGS Procurement Handbook policy. – Using the directive as their authority, agencies have been procuring relocation services: without complying with Code and Handbook requirements; without a formal written contract (the “agreement” is the Commonwealth approvals on the STD-277, Request For Approval of Moving Expenses); without approval by a COPA attorney; and without required terms and conditions. • The contract that should be utilized for moving COPA property is: – Moving Services Parent Number 4400006249 – Children Contracts : 4400006250 Matheson Transfer, Inc. 4400006251 George Weaver & Son 4400006252 Debo Moving & Storage Questions about this contract may be directed to Wanda Bowers @ 717 -346 -3840 or by emailing: wbowers@state. pa. us 46

Legal - Award Recommendation Letters • Upon completion of the negotiations, the contract document will be prepared for signatures. • All contracts require the approval of the Agency Head, and Agency Legal. – Contracts resulting from RFPs not created through SRM DOC Bldr or that contain non-std negotiated T & C’s require the approval of the Comptroller, OGC and AG. Issuing Officer Responsibility: • Prepare contract & send to selected Offeror for signature. • Input Contract in SRM for electronic approval by COPA. • Circulate paper contract for COPA approval signatures, if not in SRM. • Send fully-executed contract to the Selected Offeror. • Following should occur when the COPA receives signed, negotiated contract from selected offeror and it is ready for COPA signature/approvals: – – – • • 47 Start the COPA execution/approval process Send out Notice of Non-Award letters to unsuccessful offerors Post signed Recommendation for Selection Memo to Awards section of e. Marketplace Schedule any requested debriefings promptly Only if a specific request is made under the RTKL, release unsuccessful and the successful proposals (redacted) and copy of the final contract (redacted; at this point only signed by the vendor) Contract (generally incorporating the successful proposal) once fully approved by COPA is then posted on e. Marketplace and Treasury's website. If paper contract executed, provide copies to Agency Comptroller, and Treasury Dept, if applicable.

Legal - Award Recommendation Letters Award Recommendation letters are required to be posted on the Awards section of e. Marketplace The template can be found: RFP Template: http: //www. dgsweb. state. pa. us/comod/Current. Forms/Requestfor. Proposals. doc RFP Playbook Link: http: //www. dgsweb. state. pa. us/comod/RFPPlaybook. doc Direct Link to document in RFP Playbook Recommendation for Contractor Selection Memorandum (Sample Letter) 48

Supplier Outreach Supplier Development and Outreach To Recap Our Mission: • Supplier Education and Training on Commonwealth Procurement Policies and Practices • Build Strategic Alliances • Attend / Facilitate Workshops • Partner with Legislators, Agencies and Trade Associations 49

Supplier Outreach Where we are today: ü Updated online registration and bidding guides ü Development of NEW “Procurement Guide” ü Supplier welcome folder with updated “pocket” versions of the registration and bidding guides ü Communication to the Legislature ü Several meetings with the General Assembly to educate and assist their constituents ü Attendance at workshops and trade shows sponsored by NEPA PTAC, Congressional Districts, Commonwealth Facilities Mgmt. , Women owned Small Business and more 50

Supplier Outreach Moving Forward: Ø Continually increase awareness with Trade Associations Ø Maintain communications with Legislature Ø Work closely with internal BOP Procurement teams Ø Update manuals, brochures and guides as necessary Promote, Promote 51

Training Records Management Ø Training – Instructor-Led for Purchaser “User” role v 18 ½ day sessions scheduled across 4 locations between 10/13 – 11/15 § Sessions have been added to the BOP Training calendar and will be offered on a quarterly basis § 194 end users trained v 10 Web. Ex sessions scheduled for DOT end users November 6 -13 – Web Based training for “RM Display” and “RM User” roles v Available for end users soon – Three reference guides created: v Procurement Record Basics v Record Folder Guidelines v Versioning in the Records Management System v Will be posted to the BOP Training website Ø Go-live date: November 16, 2009 52

Training • Statement of Work (SOW) Course – Assist with development of Statement of Work for the solicitation process – Currently in the research/development stage – Will be deployed as an e-LMS web-based course • Bid Specification Course – Assist with development of Bid Specifications for the Invitation for Bid (IFB) – Currently in the research/development stage – Will be deployed as an e-LMS web-based course More Information to come! 53

Training Purchasing Agent Recognition Certificates have been mailed to Agency Deputies of Administration for presentation to the individuals who have completed all necessary training to obtain their CPPA (Certified Professional Purchasing Agent) certification. To date, 53 Purchasing Agents have been certified. § Those individuals who received their certification since last Council Meeting are: Ø Ø Ø Ø Stephen Brown – Department of Conservation & Natural Resources Marilyn Cartwright – Department of Public Welfare – Ebensburg Marla Fultz – Pennsylvania Board of Probation & Parole Dawn Jordan – Department of State Mary Kieffer – Game Commission Michael Knepp , Sr. – Pennsylvania State Police Kimberly Kycko – Department of Public Welfare – Ebensburg Terri Parry – Department of Public Welfare – Hamburg Debbie Rose – Fish & Boat Commission James Simmons – Department of Aging Janice Stambaugh – Department of Public Welfare – South Mountain Howard Walk – Fish & Boat Commission Stanley Weaver – State Ethics Commission NOTE: The next Procurement Policy & Processes – Purchasing Agent Course will be held in February 22 -25, 2010. 54

Training Commodity Specialist Recognition Certificates have been presented to the individuals who have completed all necessary training to obtain their CPCS (Certified Professional Commodity Specialist) certification. To date, 28 Commodity Specialists have been certified. § Those individuals who received their certificates since last Council meeting are: Ø Ø Ø Ø 55 Cheryl Bair– Department of General Services Georgina Baltimore – Department of General Services Wanda Bowers – Department of General Services Brandi Budd– Department of General Services Jeff Henry – Department of General Services Tonja Jackson – Department of General Services Stacey Logan-Kent – Department of General Services Patti Miller – Department of General Services Syline Shingara – Department of General Services Robert Isenberg – Department of General Services Hilary Poepperling – Department of General Services Tami Mistretta – Department of General Services Robin Morse – Department of General Services Terry Rohrer – Department of General Services Corey Walters – Department of General Services Rich Woodworth – Department of General Services NOTE: The next class will be held on November 16 -20, 2009.

Training • Training Website – Upcoming Changes – We will be changing the look of the Training Community website. – Changes will be mostly cosmetic. – Improved Navigation. – If you have suggestions on how we can improve to better meet your needs, forward to Roz East @ reast@state. pa. us 56

Value Tracker Savings Comparison FY 2008 -09 Goal $41, 500, 000 FY 2009 -10 Goal $33, 588, 319 Actuals Materials Services $21, 634, 343 $23, 413, 923 Actuals (at Sept 30, 2009) Materials $17, 780, 740 Services $ 4, 471, 051 Total Savings $45, 048, 266 Total Savings FY 2008 -09 ROI 338% 57 57 $22, 251, 791 FY 2009 -10, YTD ROI 359%

NASPO’s Cronin Award • PA’s Energy Procurement Strategy, received the 2009 National Association of State Procurement Officials’ (NASPO) George Cronin Silver Award for Procurement Excellence – Award Criteria • Innovation: unusual or unique approach • Transferability: easily replicated by other government entities • Service Improvement: enhances service levels • Cost Reduction: validated or potential savings, including operational efficiencies 58

NASPO’s Cronin Award • Energy Procurement Team proactively identified and implemented; comprehensive and innovative procurement strategies which: – Mitigated risks associated with supply and demand – Provided cost savings for various energy markets • Since January 2004, PA’s comprehensive energy procurement strategy saved tax payers approximately $25 million 59

Appendix A – Request for Purchase from Federal Cooperative Purchasing Agreement 60

Appendix B - Performance Metrics 61