Purchasing Directors Meeting February 15 2007 State

Purchasing Directors’ Meeting February 15, 2007

State Purchasing and MFMP Organization 2

Stu Potlock Bio Stu Potlock, MCSE, CPPB, FCN, FCCM Stu Potlock is lifelong resident of the State of Florida. He lived in Miami through high school and has lived in Tallahassee since 1977 and graduated from The Florida State University in 1981. After college, he managed restaurants and catering businesses both private and corporately owned before joining the State workforce in 1996. His purchasing background includes private sector experience in the hospitality industry as well as State Government experience with the Florida Departments of Law Enforcement, Corrections, DMS, Division of State Purchasing and the Florida Legislature. Stu has been very active in supporting education and professional development among his fellow purchasing professionals by serving as Vice President of the Tallahassee Area Chapter of NIGP in 2005 and simultaneously served as Chairman of the Chapter’s Education and Professional Development Committee. He received the 2005 NIGP President’s Distinguished Service Award for serving in these roles and for outstanding service in organizing the Chapter’s 2005 Florida Purchasing Conference Education Program. During the Fall Semester of 2006 he served as an Adjunct Lecturer at the Florida State University, College of Business by teaching the undergraduate course, “Purchasing and Supply Chain Management”. Stu has enjoyed 17 years of marriage with his wife Helene, who serves as the Director of the Victim Assistance Unit of the State Attorney’s Office in Tallahassee. They have two daughters, Sarah 11 and Sydney 6. 3

Spencer Kraemer Bio Spencer joined DMS as an Assistant General Counsel in 2004 and has provided legal counsel to the Division of State Purchasing, the Division of Real Estate Development and Management and the Division of Retirement. He has served as the Department’s Presiding Officer for informal hearings and has represented the Department before DOAH, the State Retirement Commission, and courts of appeal. Spencer received his J. D. from Tulane Law School, an M. S. P. H from Tulane and a B. S. B. A from the University of Florida. He attended negotiations training at Harvard and has experience representing the Department on ITN negotiation teams. Most recently, Spencer was involved in a project to develop a consolidated headquarters facility for the United States Southern Command through the use of a complex private financing module and was responsible for negotiating the ground lease which was ultimately executed in January, 2007. 4

Cyndee Sams Bio Cyndee joined the Department of Management Services in 2002 after a 10 year Law Enforcement career at the county level supervising Emergency 911 dispatchers. She was assigned to the Office of Organizational Development where she was a member of a cross functional team that researched and developed the State Purchasing Training and Certification program that is used today. Upon the completion of the training program being created she was transferred to State Purchasing to administer the program for them. 5

Purchasing Directors’ Meeting February 15, 2007 Agenda • • Introductions Shane Strum-Deputy Secretary of Business Operations. DMS Rich Ramos-Executive Director of the Office of Efficient Government My. Florida. Market. Place Version 2. 0 Update on Version 2 State Purchasing Bureau Reports State Purchasing Training and Certification Update Questions and Answers Next meeting March 15, 2007 6

Purchasing Directors’ Meeting February 15, 2007 Agenda • • Introductions Shane Strum-Deputy Secretary of Business Operations. DMS Rich Ramos-Executive Director of the Office of Efficient Government My. Florida. Market. Place Version 2. 0 Update on Version 2 State Purchasing Bureau Reports State Purchasing Training and Certification Update Questions and Answers Next meeting March 15, 2007 7

Shane Strum Bio Shane Strum has joined DMS as Deputy Secretary of Business Operations. Shane has a strong background in business development, and corporate and government affairs. A resident of Broward County, Shane served in the position of marketing manager, then corporate and government affairs, for the Huizenga School of Business and Entrepreneurship at Nova Southeastern University. Most recently, he served as Director of Business Development for Blue Frog Solutions, a South Florida technology company. Shane will be resigning from his appointment as Chairman of the South Broward Hospital District Board of Commissioners which oversees five Broward Hospitals. In his new position, Shane will oversee the divisions of State Purchasing, Real Estate Development, Special Services and the Office of Supplier Diversity. Shane received his BA in Political Science from the University of Alabama and MBA from Nova Southeastern. 8

Purchasing Directors’ Meeting February 15, 2007 Agenda • • • Introductions State Purchasing Organization Chart Shane Strum-Deputy Secretary of Business Operations. DMS Rich Ramos-Executive Director of the Office of Efficient Government My. Florida. Market. Place Version 2. 0 Update on Version 2 State Purchasing Bureau Reports State Purchasing Training and Certification Update Questions and Answers Next meeting March 15, 2007 9

Rich Ramos Bio Rich Ramos has joined the Department as Director of the Office of Efficient Government. Rich comes to the Department from the Attorney General’s office where he served as Policy Director and Deputy Director of External Affairs. Rich’s background prior to entering state government includes serving as Director of Government Relations for Charter Schools USA, Executive Director for the Republican Party of Broward County, Vice President of Ultimate Sports Management Inc. , and Special Assistant/District Office Administrator for Congressman Raymond J. Mc. Grath. Rich completed his studies in Political Science at Florida Atlantic University. 10

Purchasing Directors’ Meeting February 15, 2007 Agenda • • Introductions Shane Strum-Deputy Secretary of Business Operations. DMS Rich Ramos-Executive Director of the Office of Efficient Government My. Florida. Market. Place Version 2. 0 Update on Version 2 State Purchasing Bureau Reports State Purchasing Training and Certification Update Questions and Answers Next meeting March 15, 2007 11

Purchasing Directors’ Meeting February 15, 2007 Agenda • • Introductions Shane Strum-Deputy Secretary of Business Operations. DMS Rich Ramos-Executive Director of the Office of Efficient Government My. Florida. Market. Place Version 2. 0 Update on Version 2 State Purchasing Bureau Reports State Purchasing Training and Certification Update Questions and Answers Next meeting March 15, 2007 12

Team 1 Updates Transportation & Energy • Contract Activity – Fuel Card: all agencies have received implementation training. Target for transition from Voyager is February 28. (David Bennett 921 -4072) – Automobiles & Light Trucks: effective 01/12/07. (Christopher Walker 488 -7540) • Solicitations – Medium & Heavy Trucks: current contract expired 12/31. Bids are being reviewed by DMS Fleet. We anticipate a new contract in mid. March, but be aware that new models probably won’t be on the market in time to meet June 30 delivery deadlines. – Organizing customer advisory group for vehicle STCs. (Christopher Walker 488 -7540) 13

Team 2 Updates Furnishings & Institutional Supplies • Contract Activity – Food Service Operations: posted renewal through June 30, 2008. State Purchasing does not plan to re-solicit this category. – Office Furniture & Files: reviewing manufacturers for addition to contract. Expect adjustments in April/May. (Brenda Wells 488 -6904) • Solicitations – Educational/Institutional Furniture: current contract expires 2/20/07. New contract (34 vendors) will be posted on-line next week. – Library Furniture: current contract expires 2/20/07. New contract (25 vendors) will be posted on-line next week. (Mina Barekat 488 -1985) 14

Team 3 Updates MRO & Law Enforcement • Contract Activity Mark Lovell 487 -2304 – Ammunition: lower prices! Contract amended on 1/31/07. – Body Armor: new products and lower prices! Contract amendments on 2/9/07 and 2/15/07. – Uniforms: finalized settlement agreement with Superior Uniform Group. Removed SUG from FHP & DEP lots 1&5. Amendment posted 12/08. Chuck Beall 487 -0635 – Tools: working with Grainger to refine catalog options. – Can Liners: We avoided protests and new contract became effective 01/01/07 through 12/31/09. 15

Team 7 Updates SPA & Special Services • Contract Activity: – New SPA for Aerial Infrared Services (Kimberly Jones 488 -7996) – Training ITN: Signed contract for PMP training on Feb. 2. Continuing negotiations with NIGP – anticipate contract by the end of February. Cyndee Sams will be contract manager, 921 -0266 16

Team 4 Updates IT & Telecommunications Jeff Rackley – Lead Purchasing Analyst 487 -4196 jeff. rackley@dms. myflorida. com Jon Yeaton – Purchasing Analyst 488 -1086 jon. yeaton@dms. myflorida. com Michael Bailey – Purchasing Specialist 487 -0417 michael. bailey@dms. myflorida. com 17

Team 4 Updates IT & Telecommunications • Copying & Fax Machines STC – Working with Toshiba to revise ordering instructions • Principal Technology – Microsoft STC – Current Expiration Date is 3/31/2007 – Renewal will be finalized this week • Live Scan Electronic Fingerprint Stations – Working with FDLE to finalize solicitation documents • New Wireless Voice/Data Solicitation – Working with EITS to develop technical specifications 18

Team 4 Updates IT & Telecommunications • Disaster Recovery Contract with Sungard – Working with EITS to transition to State Purchasing • IT Hardware State Term Contract – Working on internal and external profile and developing strategy for new solicitation • BMC Alternate Contract Source – Current expiration date is 3/27/2007 19

Team 5 Updates Office Equipment , Travel & Support Ommet Mbiza, MBA, CPPO, PMP Purchasing Analyst, Tel: 850. 488. 7804 Email: Ommet. Mbiza@dms. myflorida. com Dawn Gunter, MBA Purchasing Analyst, Tel: 850. 488. 4946 Email: Dawn. Gunter@dms. myflorida. com Beverly Butler Purchasing Specialist, Tel: 850. 414. 6740 Email: Beverly. Butler@dms. myflorida. com 20

Team 5 Updates Office Equipment , Travel & Support Number Name End Administrator 600 -760 -00 -1 Mail Processing Equipment 02/20/2007 Ommet 715 -001 -01 -1 Library Material 02/28/2007 Beverly 490 -000 -03 -1 Laboratory Supplies 04/30/2007 Dawn 991 -160 -05 -1 Courier Services 08/14/2007 Ommet 475 -000 -05 -1 Medical and Dental Supply 09/30/2007 Dawn 465 -820 -06 -1 Defibrillators, Related Equipment 12/31/2007 Beverly 640 -002 -06 -1 Paper: Tissues and Towels 07/31/2008 Dawn 645 -120 -04 -1 Paper: Office, Virgin and Recycled 03/27/2008 Dawn 991 -530 -04 -1 Mail Services 09/30/2009 Ommet 518 -020 -05 -1 Rental Vehicles 06/30/2009 Ommet 310 -000 -07 -1 Envelopes, Kraft, White Wove etc 11/03/2009 Dawn 21

Team 5 Contract Updates New Contracts 1. Office & Classroom Supplies • New mandatory use contract with Office Depot effective 2/1/07 • Adopted the U. S. Communities National Cooperative Contract# 42595; • offers deeper discounts and additional savings, • eliminates minimum order amount 2. Mail Processing Equipment • New contract effective 2/21/07 with awarded • Vendors: Modular Mailing and Pitney Bowes • Pitney Bowes updating pricing across State by April 1 st 3. Courier Services – New State of Florida customer service: Tel (877) 345 -0700, Email: cs. myflorida@dhl. com 22

Team 5 Contract Updates New Contracts 4. Library Materials • New contract with 49 vendors effective 3/1/07 • Average savings of 15% off MSRP 5. Envelopes: Kraft, White Wove, & Other • Amended with new envelope • Dawn. Gunter@dms. myflorida. com if having trouble 6. Laboratory Supplies • Award recommendation awaiting approval • Scheduled award is 2/22/07 and implementation 3/22/07 23

Team 5 Contract Updates Contract Renewals 1. Office Paper 2. Defribillators • NASPO renewed cooperative purchase with Cardiac Science, Medtronic, and Zoll 24

Team 5 Upcoming Bids 1. Medical and Dental Supplies 2. Air Travel Services 3. Temporary Employment Staffing 25

Team 6 Special Programs • IT Consulting • P-Card • Benefits & Actuarial Services • Legal Research • PRIDE • Management Skills Consulting • Temporary Employment • Software Training • Insurance • RESPECT 26

Team 6 Updates Special Programs • New ITN for Bridge, Property and Business Interruption for FDOT (closes Feb 21, 07) • New Temporary Employment Staffing ITB (Closes April 10, 2007 • Computer Software Training contract (expiring 07/19/2007) renewal • Electronic Data Processing Equipment Insurance - Estimated launch in March 07 • Pride Furniture pricing increases (on some items) 10% to be posted in March. Contact Information: Donna Smith – 488 -8855 – Donna. Smith@dms. myflorida. com Ommet Mbiza – 488 -7804 – Ommet. Mbiza@dms. myflorida. com 27

Purchasing Directors’ Meeting February 15, 2007 Agenda • • Introductions Shane Strum-Deputy Secretary of Business Operations. DMS Rich Ramos-Executive Director of the Office of Efficient Government My. Florida. Market. Place Version 2. 0 Update on Version 2 State Purchasing Bureau Reports State Purchasing Training and Certification Update Questions and Answers Next meeting March 15, 2007 28

State Purchasing Training & Certification Program • ITN #3 -908 -660 -B Training for Public Purchasing Professionals – Training Component III – Project Management • Awarded February 7, 2007 to Velociteach and ESI International – Training Component I & II – Fundamentals of Purchasing and Contract Negotiation • Best & Final Offer – due February 21, 2007 • Intent to Award Public Meeting is scheduled for February 23, 2007. 29

State Purchasing Training & Certification Program • Project Management Training Schedule – Week of February 26 -March 2, 2007 – Full – • The 9 state agencies included in the inaugural PMP training seminar are: – – – – – Agency for Health Care Administration Agency for Workforce Innovation Department of Business & Professional Regulation Department of Children & Families Department of Corrections Department of Environmental Protection Department of Management Services Department of Revenue Florida Department of Law Enforcement 30

State Purchasing Training & Certification Program • PMP Training Seminars Currently Enrolling – Week of March 12 -16, 2007 – Available – Week of March 26 -30, 2007 – Available – Week of April 16 -20, 2007 – Available • Contract Negotiation & Fundamentals of Purchasing Training will be scheduled as soon as the contact is awarded. • Contact: Cyndee Sams – 850 -921 -0266 – Cyndee. Sams@dms. myflorida. com 31

Purchasing Directors’ Meeting February 15, 2007 Agenda • • Introductions Shane Strum-Deputy Secretary of Business Operations. DMS Rich Ramos-Executive Director of the Office of Efficient Government My. Florida. Market. Place Version 2. 0 Update on Version 2 State Purchasing Bureau Reports State Purchasing Training and Certification Update Questions and Answers Next meeting March 15, 2007 32

Purchasing Directors’ Meeting February 15, 2007 Agenda • • Introductions Shane Strum-Deputy Secretary of Business Operations. DMS Rich Ramos-Executive Director of the Office of Efficient Government My. Florida. Market. Place Version 2. 0 Update on Version 2 State Purchasing Bureau Reports State Purchasing Training and Certification Update Questions and Answers Next meeting March 15, 2007 33