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Doing Business With Springs Utilities. Wayne Wallace, Manager Sourcing & Contracts Section Supply Chain Management June 10, 2004. Agenda. How Do We Buy Things? What Are The Opportunities? 2004 Solicitation Opportunities What Is Normally Requested In Solicitations?
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Doing Business With Springs Utilities Wayne Wallace, Manager Sourcing & Contracts Section Supply Chain Management June 10, 2004
Agenda • How Do We Buy Things? • What Are The Opportunities? • 2004 Solicitation Opportunities • What Is Normally Requested In Solicitations? • What Is The Difference Between IFBs & RFPs? • Other Considerations • Web Site Addresses, SBA Contacts • Web Site Screen Prints • Staff Contacts
How Do We Buy Things? • P-Card • Typically under $5,000 • Often tied to Blanket Agreements • Contracts & Blanket Contracts • Common services, often includes option years • Inventory items supporting O&M • Construction Maintenance support (services, material) • Mostly Releases, P-Card or Web Based Ordering • POs • Items not yet on blankets, normally over $5K
What Are The Opportunities? • Depends on goods & services offered • Review bid qualifications – good fit? • Critical items must be qualified for use • Review posted opportunities on our Website • Perform work for our contractors / suppliers • Awards noted on our Website, contact winner • Register via the SBA Pronet database • Ask if & how we acquire relevant items • Bid / propose on upcoming blanket contract
June Slings Snow melt Meter parts & supplies July Flanges, curb box & pipe tubing Safety & computer eyewear Gas service September Meter covers Valves Snow removal Mats, mop and uniforms Soil testing Transformer pads J-Box subsurface Carpentry services 2004 Solicitation Opportunities • October • Meters • Boiler inspection services • Welding supplies • Water equipment parts • November • Plumbing supplies • Soil testing services December • Aggregate • Steel materials • Paging services • Promotional products • Safety items • Credit reporting services • Electric parts & supplies • Pick up & remove scrap appliances • Pick up & remove scrap wood poles • Pick up & remove scrap plastic & Porcelain • Fleet mgmt – vehicle bids • Printing contract newsletter services Preliminary List – See Colorado Springs Utilities Website for Actual Solicitation Opportunities
What is Normally Requested in Solicitations? • Supplier data information, including W9 • Information related to relevant experience and qualifications, minimum requirements, relevant references, financial stability data • Detailed acknowledgement that all solicitation requirements will be met • Technical, Schedule, Qualifications, Other business info • Terms & Conditions, Standard Forms Acceptable • Prices normally requested to include freight • Payment Terms are Net 30 Days • Bid Bonds required if for construction > $50K • Contractor Safety & Health Forms (as required)
Sealed bid Public bid opening Must include signed bid forms, addendums, acceptance of all provisions (responsive) Must show ability to perform (responsible) Lowest apparent bidder normally the winner, but not always Normally involves well defined needs Negotiated procurement Nature of need is complex, difficult to attain like kind offers or make selection based on price alone Considerations for award go beyond price and minimum qualifications Cost of RFP process is higher for both buyer & seller Normal focus is attaining best value What is the Difference Between IFBs & RFPs?
Other Considerations • Contractor Safety Program • Contractor Environmental Program • Local & Diverse Businesses • Service level requirements (response times) • Relevant references, requisite performance • Past experience by Springs Utilities • Other relevant background & experience • Ability to provide solutions beyond first sale, including continuous improvement efforts
Safety IIF – Incident and Injury Free • The Values of Colorado Springs Utilities - Trust, Responsibility, People, Collaboration, Continuous Improvement - are the foundation and basis for success in achieving an incident and injury free work and life environment. • It is our unconditional expectation that we work together to eliminate unsafe behaviors and conditions. We embrace a mind set and a fundamental commitment that values the safety, health and well-being of every employee. We will be satisfied only when no one is involved in an incident or injury.
Contractor Safety Program • The Contractor Safety Program establishes the minimum safety & health performance criteria for contractors working on Colorado Springs Utilities premises or projects. Although contractors remain responsible for the safety of their own employees they must also take precautions to protect the personnel, property and operations of Colorado Springs Utilities
Contractor Safety Qualification • Each contractor, prior to contractor selection; must complete a Contractor Safety Qualification form. • Form provides us with your safety background, safety experience and safety performance • Contractors must provide all requested information regarding safety, insurance and injury experience. • The qualification criteria examines both active safety programs and the contractor’s safety and injury experience. • Fully approved Contractors will now be approved for one year, contingent upon satisfactory ongoing safety performance reviews.
Contractor Safety Qualification • Safety qualification is only one criterion used in the selection of contractors. • Colorado Springs Utilities Safety & Health Office should be consulted for special precautions or other strategies to further reduce the risk to Colorado Springs Utilities and Contractor employees, assets, and operations. • If incidents or safety deviations occur during the course of a contract, the Safety and Health office may require a review of the contractor prior to additional work being performed for Colorado Springs Utilities.
Environmental Vision “At Colorado Springs Utilities, we believe that environmental stewardship goes beyond just complying with regulations. It means responsibly managing the many things we do in a way that helps protect our air, water, land and natural resources now and for future generations. As we look to the future, we will continue to explore innovative ways to be environmental stewards, while providing reliable natural gas, electricity, water and wastewater services.” Chief Executive Officer, Phil Tollefson, P.E. (Env. Report 2001)
Environmental Stewardship As part of our ongoing commitment to the environment, Colorado Springs Utilities, Environmental Services Department has implemented a proactive construction support program to ensure that our operations meet or exceed environmental laws and regulations and strive to preserve and protect Wildlife, Wildlife habitat and Wetlands.
What does this mean to prospective offerors? • Our future participants will be requested to fill out a Contractor Environmental Management Survey during the solicitation process for designated jobs and sites • The survey will provide Springs Utilities with information regarding the interested company’s environmental management experience to make better sourcing decisions and to identify risk areas and mitigation plans prior to the start of a contract
We encourage our Contractors to: • Plan ahead and have foresight to help reduce the risk of not having the appropriate environmental permits required for construction projects • Initiate Environmental review of project sites to determine in advance if any environmental conditions exist that may alter the design, time-lines or costs associated with any construction projects • Be aware of the the basic environmental permits conditions required and time-lines established to obtain specific environmental permits for construction projects • Be good Environmental Stewards
Web Site Addresses (URLs) • Main URL: http://www.csu.org • URL For Accessing Sourcing & Contracts: • S&C Section: http://www.csu.org/business/sourcing/ • URL for Bid Opportunities: • http://www.csu.org/business/sourcing/competitive/index.html • PRO-Net and DOD's Central Contractor Registration (CCR) is being Merged: • Information: http://pro-net.sba.gov/ • Registration (Need DUNS #): http://www.ccr.gov/
Sourcing & Contracts Staff Wayne Wallace, Sourcing and Contracts Manager 719-668-4471 Strategic Projects Team Pat Morgan, Supervisor 719-668-3857 Marie Bishop, Sr. Procurement Specialist 719-668-3851 Scott Duncan, Sr. Procurement Specialist 719-668-3865 Bernadette Harbert, Sr. Procurement Specialist 719-668-3855 Kim Roland, Sr. Procurement Specialist 719-668-3866 Aubree Lujan, Business Support 719-668-3862 S&C Support Team Ken Lavey, Supervisor 719-668-3852 Jorie Hobden, Procurement Specialist 719-668-3856 Walter Singleton, Procurement Specialist 719-668-3863 Frank Ybarra, Sr. Analyst 719-668-3597 Laurie Sanchez, Business Support 719-668-3860 Marian Stone, Business Support 719-668-3876 Capital Projects Team Jean Reed, Supervisor, 719-668-3853 Donna Flath, Contract Support Specialist 719-668-4085 Kelly Valdez, Sr. Procurement Specialist 719-668-7359