Re-engineering government procurement reform : join the tean that's changing the future of procurement

48 Pages·1996·2.3 MB·English

by  Massachusetts. Department of Procurement and General Services

/ UMASS/AMHERST
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Re-Engineering Government
Procurement Reform
Team
Join the That's
Changing the Future
of Procurement
RFR Training Morning Session
-
Procurement Reform
Request for Response (RFR) Training
Agenda
• Introduction ofTrainers
• Overview
- BestValue - ProcurementPrinciples
- ProcurementManagementTeams (PMTs)
- The Competitive Procurement Process
- Drafting a Request For Response (RFR)
• Comm-PASS Demonstration
• CASE STUDYWalkThrough DifferentTypes ofAcquisitions
• Transactions and Transition
- Incidental Purchases, OPENORDER
• Questionsand Answers
Procurement Reform
RFR TRAINERS
Gary Lambert, Deputy Purchasing Agent,
Department of Procurement and General Services
(PGS)
Kathleen Kennedy, Procurement Manager,
Department of Procurement and General Services
(PGS)
Elizabeth Kilcoyne, Deputy Comptroller, Office of
the Comptroller(CTR)
Jenny Hedderman, Deputy General Counsel,
Office ofthe Comptroller (CTR)
Procurement Reform
RFR TRAINERS
Ellen Phillips, Director ofAcquisitions and Services,
Department of Procurement and General Services
(PGS)
Harold Fisher, General Counsel,
Department of Procurement and General Services
(PGS)
Tim Landy, Director or Management Information
Systems, Department of Procurement and General
Services (PGS)
)
OVERVIEW
Procurement Principles (Best Value)
Achieves performance outcomes
•
• Generates best quality and economic value
• Performed timely
• Minimizes burden on administrative
resources
• Expedites simple or routine purchases
See Handbook Part 1-1
OVERVIEW
Procurement Principles (Best Value)
• Flexibility in business relationships
• Encourages competition
• Participation of quality Vendors MBE and
(
Small
• Procurement planning and implementation
See Handbook Part 1-1
OVERVIEW
PGS Procurement Management Teams (PMTS)
• Procurement and Management of Statewide
Contracts
• Procurement of or Assistance with Contracts
>$50,000 Upon Request of Department
• Advice on Department Procurements <$50,000
Upon Request
See Handbook Part 1-111
New Procurement Infrastructure
Procurement Management Teams
(PMTS)
Statewide Contracts
Technology
|.
Vendor Input
Communication
Network
Planning
Policy Development
New Procurement Infrastructure
Procurement Management Teams (PMTS)
and Support Units
New Procurement Infrastructure
Procurement Management Teams
(PMTS)
Join a Team That's
Changing the Future
of Procurement
Help@PMT@PGS
FAX [phone]
[email protected]
OVERVIEW
The Approach to the
Competitive Procurement
Process
See Handbook Part 2-1
CMR
801 21.00 and Handbook
CMR
80H1andboo2k1:.00: SetsBaInstiecrpPrreotcsu8r0em1eCnMtRSta2n1d.a0r0ds
NewContractandChecklistForms
Step-by-Step Guide:
Planning a Procurement DraftingaSolicitation
Conductinga Procurement NegotiatingaContract
Contract Management QualityAssurance
What and Who Covered?
Is
See Handbook Part 1-111
• Absent Superseding Law or Regulation, 801 CMR
21.00 covers the acquisition of allCommodities
and Services by Executive Branch Departments.
• 801 CMR 21.00 does not cover:
- Purchase of Services (POS)
- Real Property Sales and Leasing
- Horizontal and Vertical Construction
• Use Expenditure Classification Handbook to
Identify Covered Object Codes
• Use Closing Opening Book For Additional Info
New Procurement Infrastructure
Previous Balance of Legal, Fiscal and
Procurement Authority and Responsibilif
Oversight Departments User Departments
ANF, PGS, CTR
Procedures
Discretion
Authority
Regulations
Responsibility
Accountabili
OVERVIEW
The Approach to the
Competitive Procurement
Process
See Handbook Part 2-1
CMR
801 21.00 and Handbook
ProcurementPoliciesand
Procedures
801 CMR21.00 Handbook
Commodities +
and
Services
CMR
801 21.00: SetsBasicProcuremeCnMtRStandards
Handbook: Interprets 801 21.00
New ContractandChecklistForms
Step-by-Step Guide:
Planning a Procurement DraftingaSolicitation
Conducting a Procurement NegotiatingaContract
ContractManagement QualityAssurance
What and Who Covered?
Is
See Handbook Part 1-111
• Absent Superseding Law or Regulation, 801 CMR
21.00 covers the acquisition of allCommodities
and Services by Executive Branch Departments.
• 801 CMR 21.00 does not cover:
- Purchase of Services (POS)
- Real Property Sales and Leasing
- Horizontal and Vertical Construction
• Use Expenditure Classification Handbook to
Identify Covered Object Codes
• Use Closing Opening Book For Additional Info
New Procurement Infrastructure
Previous Balance of Legal, Fiscal and
Procurement Authority and Responsibilil
Oversight Departments User Departments
ANF, PGS, CTR
Procedures
Discretion
Authority
Regulations
Responsibility
Accountabili
New Procurement Infrastructure
NEW
Balance of Legal, Fiscal and
Procurement Authority and Responsibili
Oversight Departments
user Departments
ANF, PGS, CTR
Procedures Discretion
Authority Responsibility
,
Regulation/ accountability
New Procurement Infrastructure
Oversight-Department Responsibilities and
Accountability See Handbook Part 2-11
• Develop and Implement Statewide Procurement
Laws, Regulations and Policies.
• Develop Statewide Procurement Planning, Manage
PMTs, Information Sharing and Quality Assurance
• Provide Advice, Technical Support, Assistance,
Information Sharing and Training to Departments
Upon Request
• Pend 3 or Pend 5 Secondary Approval is NOTa
legal compliance approval. It is a procedural review
to enable processing and filing of Contracts or
Transactions