1 / 25

Procurement 101: “Learning the Ropes”

Procurement 101: “Learning the Ropes”. Rev. 2 – 3/24/11 BDPS-MSD-301. Goal . Introduce City of Dallas’ Business Development and Procurement Services (BDPS) department ResourceLINK Team (RLT) Business Development & Inclusion (BID) Group

tino
Download Presentation

Procurement 101: “Learning the Ropes”

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript


  1. Procurement 101: “Learning the Ropes” Rev. 2 – 3/24/11 BDPS-MSD-301

  2. Goal • Introduce • City of Dallas’ Business Development and Procurement Services (BDPS) department • ResourceLINK Team (RLT) • Business Development & Inclusion (BID) Group • Business Development & Inclusion goals and requirements • Minority/Women-owned Business Enterprises (M/WBE) certification agencies • Procurement process • Review • City of Dallas website (www.bids.dallascityhall.org) • City of Dallas Vendor Self-Service System (VSS) online registration • What does the City of Dallas purchase? • Tips on doing business with the City of Dallas Rev. 2 - 3/24/11 BDPS-MSD-301

  3. Business Development & Procurement Services • Business Development and Procurement Services (BDPS) includes: • ResourceLINK Team (RLT) • Business Development & Inclusion (BID Group) • Procurement Services Rev. 2 - 3/24/11 BDPS-MSD-301

  4. Decentralized/Centralized Vendor Vendor City Attorney Vendor Vendor Departments Vendor Vendor Risk Management Procurement Procurement Departments City Auditor Vendor Vendor City Attorney City Auditor Vendor Vendor Vendor Risk Management Rev. 2 - 3/24/11 BDPS-MSD-301

  5. Business Development The City of Dallas developed a group of business development and procurement specialist called “The ResourceLINK Team” to connect your business with the resources needed to do business with the City of Dallas Rev. 2 - 3/24/11 BDPS-MSD-301

  6. How does the ResourceLINK Team help me? • Assists with online vendor registration • Explains the contracting process • Offers one-on-one support to vendors • Conducts vendor trainings • Participate in chambers, advocacy and industry group events • Assists with M/WBE certification, if applicable • Assists with compliance of the BID Policy and forms • Coordinate meetings between vendors and departments Rev. 2 - 3/24/11 BDPS-MSD-301

  7. What is the BID Plan? • The Business Inclusion & Development (BID) Plan is the City of Dallas’ mandated program to involve Minority and/or Women-Owned Business Enterprises (M/WBEs) to greatest extent feasible on the City’s construction, procurement and professional services contracts • BID Compliance Group grants points for the significant inclusion of M/WBE firms in response to the evaluation of proposals including best value bids estimated at $250K and over • BID Compliance Group reviews all contracts to ensure compliance of the BID Plan Rev. 2 - 3/24/11 BDPS-MSD-301

  8. What is the BID Plan? • The BID Planis used to encourage & increase participation of M/WBEs in city contracts and encourage bidders/proposers to create joint ventures when feasible to increase capacity and build stronger M/WBE firms in the market • Only the first tier, local certified M/WBEs (within Dallas County) can be counted toward the BID goals • Certified M/WBEs located outside of Dallas County will be considered as evidence of a business inclusion & development, but not counted towards the BID goal • The BID Affidavit is required with the submittal of a bid or proposal • BID forms are due to BDPS within five business days of the awarding department’s issuance of the notification of intent to award Rev. 2 - 3/24/11 BDPS-MSD-301

  9. BIDGoals • Construction = 25% • Architectural & Engineering = 25.66% • Other Professionals = 36.30% • Other Services = 23.80% • Goods = 18% Rev. 2 - 3/24/11 BDPS-MSD-301

  10. M/WBE Certification • Minority/Women-owned Business Enterprise (M/WBE) certification is a review process designed to ensure that a business is actually owned, controlled and operated by an ethnic minority and/or woman. • The City of Dallas accepts certifications from the following agencies: • North Central Texas Regional Certification Agency (No cost for this certification) http://www.nctrca.org/ (817) 640-0606 • Dallas/Fort Worth Minority Business Council ($270.00 fee for this certification) http://www.dfwmbdc.com/ (214) 630-0747 • The Women's Business Council –Southwest ($270.00 fee for this certification) http://www.wbcsouthwest.org/ (817) 299-0566 • The certification application can be downloaded from the agencies website. If you need assistance in completing the application, please contact a ResourceLINK Team member at 214-670-3326. Rev. 2 - 3/24/11 BDPS-MSD-301

  11. Procurement Services • Buying goods and services for the City • Develop specifications jointly with City departments • Work in conjunction with the ResourceLINK Team (RLT) and Business Inclusion & Development (BID) Group to involve qualified Minority and Women-Owned Business Enterprises (M/WBEs) Rev. 2 - 3/24/11 BDPS-MSD-301

  12. Procurement Opportunities City of Dallas in 2010 • Purchased over$700 millionin goods and services during fiscal year 2010 (September) • Over$122 millionspent with local M/WBE businesses (Dallas County) • Over$154 millionspent with local and non-local M/WBE businesses combined Rev. 2 - 3/24/11 BDPS-MSD-301

  13. What does the City of Dallas buy? Rev. 2 - 3/24/11 BDPS-MSD-301

  14. ProcurementTerminology • A bid is for goods and services awarded to the lowest, responsive, responsible bidder • A best value bid is awarded to the bidder who provides goods or services at the best value for the municipality Examples: • purchase price • quality of bidder’s goods and services • extent to which the goods and services meet the municipality’s needs • total long-term cost • A proposal is for goods or services of a highly technical or professional nature awarded based on a variety of factors, not just price Rev. 2 - 3/24/11 BDPS-MSD-301

  15. ProcurementTerminology (cont.) • Informal bids are for the purchase of goods and/or services that cost the City less than $25,000 (Can be bid electronically and does not require a bid security) • Formal bids are for the purchase of goods and/or services that cost the City more than $25,000 (Requires a sealed bid and a bid security) • Bid Security is a guarantee that the vendor has submitted a response in good faith. $100 is to be submitted in the form of a personal, business, and/or cashier’s check • Master and Service Agreements are contracts entered into by the City and vendor to provide goods or services over a defined period of time at a predetermined price schedule Rev. 2 - 3/24/11 BDPS-MSD-301

  16. ProcurementTerminology (cont.) • Pre-bid meeting/Pre-proposal conferences are the assembly of vendors, procurement buyer and City department representative(s) to discuss the bid or proposal requested; this enables you to clarify or ask questions and meet your competitors • Scope of Work is a description of what is being requested; it can also determine the scopes of work for subcontracting opportunities in the bid or project in consideration for the BID requirements • Specifications define how the City of Dallas expects the work to be done; make sure your service or product meets City specification requirements Rev. 2 - 3/24/11 BDPS-MSD-301

  17. Types of Solicitations • Informal Bid (IFS) = Less than $25K (Low Bid) • Formal Bid (RFB) = Greater than $25K (Low Bid) • Best Value (RFB) = Greater than $25K (Best Value) • Proposal (RFP) = Greater than $25K (Most advantageous – Professional Services) • Request for Competitive Sealed Proposal (RFCSP) = Great than $25K (Most advantageous – High Tech goods or services) Rev. 2 - 3/24/11 BDPS-MSD-301

  18. Bid Numbers • B (single letter) = Informal bid (<$25,000) (B311434) • B01 (two number) = Identify the Buyer (B311434) • BJ (two letters) = Formal bid (>$25,000) (BJ1116) • BJ (two letters) = Identify the Buyer (BJZ1112) • BJZ (third letter) = Proposal (BJZ1112) • CI - Construction = (CIZ1134) • HU - Housing Repairs = (HU1124) Rev. 2 - 3/24/11 BDPS-MSD-301

  19. Putting Your Best Bid Forward • Read bid instructions • Make sure your product, service, delivery meets specification requirements • Attend pre-bid meetings • Meet the department and ask questions regarding the bid specifications • Identify subcontracting opportunities and potential subcontractors • Meet your competitors/network • Keep up with bid schedule and addenda • Pre-bid meeting • Addenda • Closing date Rev. 2 - 3/24/11 BDPS-MSD-301

  20. Putting Your Best Bid Forward • Correct bid sheet • quantity • unit & extended cost • unit of measure • check the math • Bonding & Insurance requirements • Amount of coverage needed • Meet bonding/insurance requirements • Terms and conditions • For assistance call Carolyn McKnight-Bray, (214) 671-9277 • Complete & submit all bid documents • Make a competitive bid Rev. 2 - 3/24/11 BDPS-MSD-301

  21. How do I get to do business with the City of Dallas? • Register online as a vendor at the City website, www.bids.dallascityhall.org • Select commodity codes that best describe your product or services • Keep your vendor information up to date (i.e. phone, address, e-mail address, commodity codes at www.bids.dallascityhall.org) • Contact information is used to • contact you, • notify you of bids, upcoming events, and • more importantly, to pay you Rev. 2 - 3/24/11 BDPS-MSD-301

  22. How do I get to do business with the City of Dallas? • If your company is minority and/or women owned business (51%); and, he or she is the controlling entity • It is recommended that you obtain MWBE certification • Check M/WBE certified if applicable • Participate in the pre-bid meetings • Bid in the procurement process Rev. 2 - 3/24/11 BDPS-MSD-301

  23. Upcoming Events Rev. 2 - 3/24/11 BDPS-MSD-301

  24. ResourceLINK Team Is your LINK to Doing Business with the City of Dallas Contact a ResourceLINK Team member at (214) 670-3326 Rev. 2 - 3/24/11 BDPS-MSD-301

  25. www.bids.dallascityhall.org Rev. 2 - 3/24/11 BDPS-MSD-301

More Related