WSCA NASPO e Procurement e Market Center and Cooperative

WSCA/NASPO e. Procurement e. Market Center and Cooperative Contract Overview John Utterback and Kate Offerdahl NASPO Midwest Region Meeting Des Moines, IA May 8, 2012

WSCA/NASPO e. Procurement Cooperative Initiative WSCA/NASPO e. Procurement Solutions and Services Master Cooperative Agreement • Comprehensive multi- state solicitation led by Colorado on behalf of WSCA/NASPO resulted in an award to Sci. Quest with Partners IBM and Binary Fountain. Ø Ø 38 e. Procurement related firms responded to the RFI 17 States participated in the RFP solicitation 15 e. Procurement providers responded to the RFP 9 States participated in the RFP evaluation 2

Business Objectives for the WSCA/NASPO e. Procurement Cooperative Initiative “The ultimate goal of this solicitation process is to identify a provider (or providers) with the capabilities and qualifications to assist the participating states in achieving the following business objectives: ” • Improve the procurement costs of state government programs and services by achieving improved consolidation and leverage of spend for common purchases across the participating states and their higher education institutions, political subdivisions and other authorized entities. • Increase the efficiency and service levels of procurement services delivered to state government agencies by streamlining, automating and standardizing existing purchasing processes.

Business Objectives for the WSCA/NASPO e. Procurement Cooperative Initiative • Improve planning, decision making, reporting and general data transparency by centralizing, standardizing and improving the accuracy and quality of procurement information across disparate state agencies and other institutions. • Achieve high quality relationships with suppliers of goods and services to state governments by developing a reputation for "being easy to do business with" and by supporting the development needs of small, diversity and disadvantaged businesses. • Utilize the resources made available by WSCA to overcome the barriers typically faced by individual states attempting to deploy e. Procurement solutions and related services.

e. Procurement Solutions Program Highlights • WSCA/NASPO e. Procurement Solutions and Services Cooperative Agreement provides a number of strategic and economic benefits to States and other Public Sector entities – This agreement leveraged the potential of multiple states and local governments to bring: • significant pricing opportunities • exceptional functionality. • opportunities for collaboration among states as they implement – Sci. Quest makes its complete suite of products available 5

Key Functional Requirements for the e. Procurement Solution and Available in the Awarded Contract Requisition Management Contract Management Purchase Order Management Stores & Inventory Management Workflow Management Vendor Management Catalog Management Invoice Management & Reconciliation Vendor Registration and Analysis and Reporting Communication Tactical Sourcing Solicitation Management

e. Procurement Solutions Program Highlights Objectives: • Provide resources and expertise to assist WSCA/NASPO member states in bringing e. Procurement solutions and services into their operations through utilization of the WSCA/NASPO e. Procurement Cooperative. • Develop e. Procurement Solution Project Managers Group to benefit implementations and collaborate on improvements in the solution. • Develop the partnership between WSCA/NASPO and Sci. Quest. • Utilize the success of the WSCA/NASPO e. Market Center as a powerful benefit and opportunity for program outreach efforts.

Sci. Quest Collaboration Solutions Complete Source-To-Settle Suite Modular Saa. S e. Procurement solution spanning the full source-tosettle process from supplier management to settlement Supplier Information Management Spend & Performance Analysis Sourcing & Contract Management Settlement Management p. Card Marketplace t Simple purchasing from pre-negotiated contracts Marketplace & e. Procurement Inventory & Supply Chain Integration Consortium Sci. Quest Supplier Network Shared contracts, catalogs and spend data Sci. Quest Supplier Network Multi-Business Unit Center-led with local autonomy Sci. Quest Supplier Network

Sci. Quest Source-To-Settle Solutions ATTRACT, ON-BOARD AND MANAGE YOUR SUPPLIER • Total Supplier Manager • Supplier Diversity COMPETITIVELY SOURCE & NEGOTIATE CONTRACTS UNDERSTAND & MANAGE YOUR SPEND • Sourcing Director • Contract Management & Authoring • Comprehensive In. Application Reports • Sci. Quest Client Partners INCREASE CONTRACT COMPLIANCE & SAVINGS AUTOMATE INVOICE RECEIPT, MANAGEMENT & PAYMENT • Spend Director Enterprise • Multi-Business Unit • Consortium • p. Card Marketplace • Requisition Manager • Order Manager • Settlement Manager INTEGRATE & TRACK INVENTORY • Supplies Manager

WSCA/NASPO Collaborative Solution WSCA / NASPO e. Market Center • • All WSCA/NASPO Contracts Hosted & Punch-out Catalogs p. Card Purchasing for all eligible Members Roll-up Reports on Spend Member State’s e. Procurement Solution • • • Full Source-to –Settle or Collaborative Solution Integrated with the State financial system WSCA contracts & catalogs (inherited) State specific contracts & catalogs Roll-up Reports on Spend State’s Polisubs e. Procurement Solution • Easy p. Card Purchasing from State e. Market Center • Specific Source-to-Settle Solution • State and WSCA/NASPO contacts & catalogs (inherited) • Polisubs leverage their own financial system • Polisub specific contracts and catalos • Roll-up Reports on Spend WSCA/NASPO Contracts & Catalogs State Contracts & Catalogs Spend & Performance Analysis Accou nts Payab le Supplier Information Management Inventory & Supply Chain Integration Sourcing & Contract Management Marketplace & e. Procurement County Contracts & Catalogs Spend on WSCA/NASPO Contracts Netwo rk State p. Card e. Market Center Spend on State Contracts Spend & Performance Analysis Accou nts Payab le Supplier Information Management Inventory & Supply Chain Integration Sourcing & Contract Management Marketplace & e. Procurement HE Contracts & Catalogs

e. Procurement Program Snapshot May 2012 State Implementations Cities, Counties, Higher Ed

Midwest Sci. Quest Customers- State Higher Ed Midwest Sci. Quest Customers- Higher Education • Illinois- University of Illinois System • Indiana- U of Indiana System, Ivy Tech State College System • Iowa University of Iowa, Iowa State University • Kansas- University of Kansas System • Michigan - University of Michigan System, Wayne State U • Minnesota- University of Minnesota Twin Cities • Missouri- University of Missouri System • Nebraska - University of Nebraska System • Ohio Inter-University Council Purchasing Group – 9 Universities and Colleges • South Dakota- SD University and State University System • Wisconsin- Wisconsin Technical College System

One e. Procurement Solution Platform Sci. Quest On Demand Solutions are designed as a modular platform with seamless integration. Implement modules at your own speed and priority. As the total procurement solution or around your ERP core.

Sci. Quest Marketplace & e. Procurement • Spend Director Enterprise • Requisition Manager • Order Manager • Business Intelligence

Consortium Community Solution A coalition of buying entities to coordinate purchases and leverage their collective buying power. Shared Marketplace Shared Catalogs Shared Contracts Shared Technology Shared and Consolidated Reporting Shared Services

Coming Up! Education and Outreach Opportunities • • e. Market. Center Webinars e. Procurement Solution Contract Webinars Thought Leadership Webinars Events / Association Conferences • NASPO Regional Meetings • NIGP Forum-August 16 -22, Seattle • NASPO Annual Conference- Sept. 9 -12 Louisville

For more information and assistance • Contact John Utterback- WSCA/NASPO e. Procurement Services Consultant – Email- jutterback@amrms. com – Telephone- 303 -772 -1959 • Patti Whitaker- Sci. Quest Business Development Director- Public Sector – Email- pwhitaker@sciquest. com – Telephone-919 -306 -6097

WSCA/NASPO e. Market Center (WNe. MC) Kate Offerdahl WSCA/NASPO Cooperative Development Team Analyst

WSCA/NASPO e. Market Center (WNe. MC) WSCA and NASPO together serving their members WSCA e. Procurement Solutions Contract Colorado Master Price Agreement e. Procurement Steering Team serves as managing directors of both WNe. MC and e. Procurement Solutions process WSCA/NASPO e. Market T H Center (WNe. MC) (based on WSCA PA) E Paul Stembler Progam Mgr e. Procurement Steering Team All NASPO members using a shared application to shop, buy, print & share common documents. Purchases made with both p. Card & Purchase order #’s issued from outside WNe. MC G R E A T W A L L e. Procurement Solutions Participating Addenda managed by Colorado e. Procurement Steering Team Colorado PA Oregon PA (Dianne/Jacquie) State PA Washington PA (Christine/Servando) State PA Adopting states installing modules to create state e. Procurement applications – level of adoption will vary to meet state’s needs WSCA/NAPSO Cooperative Contracts serve as a base for both WNe. MC and e. Procurement Solution Implementations If you have questions, please contact Paul Stembler, WNe. MC Program Manager at pstembler@amrms. com or 651 -206 -3858 (cell)

WSCA / NASPO e. Market. Center Conceptual Overview The WSCA/NASPO e. Market. Center is designed to electronically enable easier access to WSCA Price Agreements by States with signed Participating Addenda. Suppliers Buyers (States) First Implementers Colorado Oregon Powered By Pilot States Utah Nevada

What is or will be in the e. Market Center? 1. All WSCA and NASPO cooperative contracts - a single, shared, uniform searching and buying experience - Contractor Enablement • Rolled out in phases- currently wrapping up phase one vendors and in beginning stages with phase two vendors – Order of contract enablement was based on total sales • The e. Market Center allows for several possible types of enablement – – – Lead Managed Catalog (No cost because does not require a license) Ordering Instructions (No cost because does not require a license) Hosted Catalog (license is required) Punch-out (license is required) Level 2 Punch-out (license is required) • Some contracts will be visible in the e. Market Center but will not have any functionality because of the nature of the contract – For example: Walk-In Building Supplies Contract (Utah) or Background Screening Services (Utah)

WSCA/NASPO e. Market Center Wave I Supplier Enablement Status Summary Wave I - 25 Total Suppliers – 76% Wave I Enabled (19) 11 Total 1. 2. Xerox Transource 1. 2. 3. 4. 5. 6. 7. 8. 9. Ace CTL Grace Global Kyocera Lexmark Xiotech Net. App Quantam Conserve -A-Watt Update on Phase I As of Vendors April 13 7 Total 1. 2. Office Max Staples Coastwide Labs 1. 2. 3. 4. 5. Metro Office IBM Howard Dell HP 7 Total 1. 2. Oracle Ricoh 1. 2. 3. 4. 5. Apple Waxie Mt Hood Lenovo EMC

Wave II Suppliers Wave II Count = 36 Total Suppliers WSCA Wireless Services & Devices (Being Signed) EXP – Oct 2017 1. AT&T 2. Sprint 3. T-Mobile 4. Verizon 5. Discount Cell 6. TESSCO Fire Suppression EXP-Oct 2012 1. Simplex Grinell Facilities MRO EXP – Feb 2014 1 Yr with 3 Options 1. Fastenal 2. Grainger 3. MSC 4. Codale 5. Industrial Supply Company 6. North Coast Electric Office Supplies EXP –Jan 2013 1. Office Depot Body Armor EXP – July 2013 1 Option 1. Mine Safety Appliances Company 2. US Armor, Inc. 3. Armor Shield USA, LLC 4. Point Blank Enterprises, Inc. 5. Safariland, LLC 6. Survival Armor, Inc. 7. CL/Armor Express 8. Protective Products Enterprises, Inc. 9. Sentry/GH Armor Systems 10. Diamondback Tactical, LLLP Lab Supplies EXP June 2013 2(1) year options 1. Fisher 2. VWR Multi-Functional Devices EXP- June 2012 2(1) Options 1. Cannon 2. KIP America 3. Konica Minolta 4. Ricoh America 5. Sharp Electronics 6. Toshiba America 7. Xerox Computers EXP August 2014 1. Fujitsu 2. Panasonic 3. Toshiba 23

What is or will be in the e. Market Center? 2. Contract Visibility to States - Contractors that have a signed PA with your state will only be visible by your users - The WNe. MC Administrator will be regulating the visibility of each contractor 3. Authorized Users - - State Coordinators have the ability to approve or deny each user • The State Coordinator will at this time assign each user with a purchasing limit if needed. Each authorized user will have the ability to search, compare and order • Order made using a p. Card or Purchase Order (issued from outside the e. Market Center)

What is or will be in the e. Market Center? 4. Single location for WSCA/NASPO essential documents – Solicitations, Master Price Agreements and Participating Addendums 5. Public Site – Will be a replica of the e. Market Center, but will only allow people to sign in as Guests and see everything except the prices. 6. Data Gathering – The e. Market Center will act like a portal for data gathering • Sci-Quest has partnered with Binary-Fountain to manage spend data

e. Market Center p. Card Process User Login SQI Orders Shops e. Market Center p. Card Purchase Supplier Delivers Settle and Pay Bank v v SQI Issues Order Bank Pays Supplier User Org Reconciles & Pays Bank

How to prepare for next steps of Participation 1. 2. 3. • • • Decide if your state will be purchasing a solution or not If not your state will only be purchasing the state’s WSCA/NASPO contracts through the e. Market Center not state created contracts State will execute an e. Market Center Participating Agreement States that purchase the Sci. Quest Solution can access through their own e. Pro site. State CPO will designate a State Coordinator will be the state administrator in the e. Market Center - Approve or deny end users Serves as the single point of contract for approved users and WNe. MC Administrator for all state related issues Provide all training necessary for approved users, ie. Train the trainer, snippets and written guides. 4. Roll out/Marketing to state and local entities to begin registering in the e. Market Center • This decision will be made on a state by state basis.

Current Typical State Involvement on Facilitating Cooperative Ordering 3 separate local entities asking about how to purchase from computer contract State Staff 1 State Staff 2 State Staff 3 Contact MN they own the contract Go to WSCA website Contact WSCA/NASPO Coop Dev Team Go to MN’s PC Website and search for each vendor’s WSCA website to order

Future Typical State Involvement in e. Market Center 3 separate local entities asking about how to purchase from computer contract Already Registered User Not Registered User Qu est e. Market Center ion s and ns stio n ue tratio Q is reg State e. Market Center Coordinator ----------All WSCA/NASPO Coop Contracts can be searched and purchased from

Questions? Kate Offerdahl kofferdahl@amrms. com Paul Stembler pstembler@amrms. com