Achievement of Excellence in Procurement (AEP) Award Proud Rio Grande - - PowerPoint PPT Presentation

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Achievement of Excellence in Procurement (AEP) Award Proud Rio Grande - - PowerPoint PPT Presentation

Achievement of Excellence in Procurement (AEP) Award Proud Rio Grande Valley Award Recipients 2015 2015 & 2014 2014 La La Jo Joya Independen ndependent Sch School Di District rict Sylvia G. Zapata, RTSBA, Director of Purchasing &


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SLIDE 1

Achievement of Excellence in Procurement (AEP) Award

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SLIDE 2

Proud Rio Grande Valley Award Recipients

2015 2015 & 2014 2014 La La Jo Joya Independen ndependent Sch School Di District rict Sylvia G. Zapata, RTSBA, Director of Purchasing & Warehouse Operations 2015, 2015, 2014, 2014, 2013 2013 McAllen McAllen Independen ndependent Sch School Di District rict Lorena Garcia, CPPB, Assistant Superintendent for Business, former Director of Purchasing Services

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SLIDE 3

AEP Application & Instructions

  • Ava

Available at at NPI NPI We Website : https://www //www.npi piconnect nnection.

  • n.org/aep/

ep/appl pplication. n.asp asp

  • Deadli

Deadline ne to to submi submit applic applicatio ion to to qual qualify fo for 2016 2016 AEP AEP Aw Award: d: Tu Tuesday, Ma May 31, 31, 2016. 2016. Applic Applicatio ion will ill onl

  • nly be

be acce accepted onlin line.

  • Non

Non‐refundabl undable Applic Applicatio ion Fee: ee: 400 400 fo for NPI NPI me member mbers or

  • r $600

$600 fo for non non‐me membe mbers

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SLIDE 4

Award Criteria

  • To

To re receive the the “A “Achievement of

  • f Ex

Excel cellence ence in in Pr Procur

  • curem

emen ent” aw award, d, the the appl applic ican ant must must

  • b
  • btain

in a to total of

  • f at

at le leas ast 100 100 poi points. ts.

  • The

The poi point va value of

  • f each

each crit criterio ion is is alw always 5 or

  • r 10.
  • 10. Al

All crit criteria ia ar are pass/f pass/fail.

  • il. Tha

That is is, yo you re receive all all the the poi points ts allo allocated per per crit criteria ia (i.e (i.e., ., 5 or

  • r 10)

10) or

  • r none.

none.

  • Ther

There ar are 18 18 crit criterio ions fr from whi which an an Ag Agency ency ma may ob

  • btain

in sc scor

  • re.

e.

  • It

It is is re reco comme mmende nded tha that throughout ughout the the ye year yo you wo work on

  • n co

comp mpleting ng the the crit criteria ia in in phases. phases.

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SLIDE 5

Award Criteria

  • No. 1‐3

1.

  • 1. Es

Establish blishment of

  • f a “P

“Procurement Et Ethics” pol policy cy statem atemen ent (5 (5 pt pts) 2.

  • 2. Publ

ublishes ishes an an el electr ectronic ic pr procur

  • curem

emen ent ma manua nual fo for in internal use use (5 (5 pt pts) 3.

  • 3. Es

Establish blished a pr procur

  • curem

emen ent sta staff “pr “professio ssional dev developm lopmen ent” pr progr

  • gram (5

(5 pt pts)

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SLIDE 6

Sam Sample le of

  • f

Crit Criteria eria No.

  • No. 2
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SLIDE 7

Award Criteria

  • No. 4

4.

  • 4. Ma

Maintains a “c “continuous im improvement” pr progr

  • gram co

compr mprised of

  • f the

the follo llowing:

  • a. Formal survey of procurement performance, completed by internal (department)

customers (5 pts)

  • b. Formal survey of procurement customer service, completed by external customers

(vendors/contractors) (5 pts)

  • c. Formal internal (user departments) customer training within the past year (5 pts)
  • d. Formal vendor training within past year with scheduled and agendized workshop (5

pts)

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SLIDE 8

Award Criteria

  • No. 5 & 6

5.

  • 5. Cen

Centralized pr procur

  • curem

emen ent auth authority ity based based in in la law (statut tute, e, or

  • rdi

dinance, nance, or

  • r chart

charter, if if applic applicable able) (10 (10 pt pts) 6.

  • 6. Pr

Procur

  • curem

emen ent Or Organi nizati tional

  • nal Structur

Structure (5 (5 pt pts)

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SLIDE 9

Award Criteria

  • No. 7

7.

  • 7. Utiliz

ilization of

  • f El

Electr ectronic

  • nic Comm

Commer erce ce (ele (electronic tr tran ansm smission ission of

  • f da

data wi with the the busi business ess community) nity) and and Auto tomate mated Technol chnology gy to to Im Improve Effi fici cienci encies es

  • a. Internet home page with link to procurement activities (5 pts)
  • b. Online electronic vendor registration and screen shots of registration process (5

pts)

  • c. Posting and downloading of solicitations (Invitations for Bid & Requests for

Proposals) (5 pts)

  • d. System generated electronic notification of solicitation to prospective registered

bidders (5 pts)

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SLIDE 10

Award Criteria continued Criteria No. 7

e.

  • e. Use

Use of

  • f an

an el electr ectronic,

  • nic, in

interactiv ive Re Request fo for Quot Quotation (R (RFQ) pr process

  • cess (5

(5 pt pts) f.

  • f. Accep

Acceptance ance of

  • f fo

formal bi bids ds & pr proposal

  • posals via

via the the in internet (5 (5 pt pts) g.

  • g. Po

Posting of

  • f both

both the the sol solicit citation tion tabul bulations ions and and the the aw award docum documentation ion on

  • n we

website (5 (5 pt pts)

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SLIDE 11

Award Criteria continued Criteria No. 7

h.

  • h. In

Intern rnal Pr Procur

  • curem

emen ent Aut Automatio tion (O (Onlin nline Requ quis isitio itionin ning) (5 (5 pt pts) i.

  • i. El

Electr ectronic ic pur purchase chase or

  • rder

der to to ve vendor

  • r (5

(5 pt pts) j.

  • j. In

Intern rnet auctio auction sy system to to di dispose spose of

  • f surpl

surplus mater materials (5 (5 pt pts)

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SLIDE 12

Sam Sample le of

  • f

Crit iteria ia 7h 7h

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SLIDE 13

Award Criteria

  • No. 8

8.

  • 8. Pr

Procur

  • curem

emen ent Car Card Syste System

  • a. Uses a Comprehensive Procurement Card (P‐Card) System and publishes an

electronic P‐Card manual for internal use (5 pts)

  • b. Formal Procurement Card Program Audit/Review OR a staff member with person

with CPCP (Certified Purchasing Card Professional) certification from the National Association of Purchasing Card Professionals (NAPCP). (5 pts) While there are two

  • ptions for earning points under this criterion, a maximum of five points will be

awarded.

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SLIDE 14

Award Criteria

  • No. 9 & 10

9.

  • 9. Use

Use of

  • f requir

quirements contracts acts (annual nnual or

  • r te

term also also kno known as as bl blank anket or

  • rder

ders) fo for at at le leas ast 30% 30% of

  • f to

total dol dollar ar co commo mmodi dity and and ser services ices pur purchases chases (10 (10 pt pts) 10.

  • 10. Pr

Prof

  • fes

ession

  • nal Certif

rtific icatio ion

  • a. Current Certified Purchasing Manager (C.P.M.), Certified Professional Contracts

Manager (CPCM), Certified Public Purchasing Officer (CPPO), Supply Chain Management Professional (SCMP) or Certified Professional in Supply Management (CPSM) designation earned by Chief Procurement Official (10 pts)

  • b. Current Certified Purchasing Manager (C.P.M.), Certified Professional Contracts

Manager (CPCM), Certified Public Purchasing Officer (CPPO), Accredited Purchasing Practitioner (A.P.P.), Certified Professional Public Buyer (CPPB), Certified Professional Purchaser (C.P.P.), Supply Chain Management Professional (SCMP) or Certified Professional in Supply Management (CPSM) designation earned by at least 65% of professional staff (10 pts)

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SLIDE 15

Award Criteria

  • No. 11

11.

  • 11. Educat

cation

  • a. A Bachelor’s or higher degree from an accredited university or college earned by

the Chief Procurement Official (5 pts)

  • b. A Bachelor’s or higher degree from an accredited university or college earned by at

least 65% of the professional staff (5 pts)

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SLIDE 16

Award Criteria

  • No. 12 ‐ 14

12.

  • 12. Pr

Prof

  • fes

ession

  • nal sta

staff me member mber wi with a le lead adership ip position position in in a pr prof

  • fessional

essional pr procur

  • curem

emen ent associa association ion (5 (5 pt pts) 13.

  • 13. Particip

rticipatio ion at at a na national tional, state state, pr provincial, incial, territ rritorial ial or

  • r re

regional con confer erence ence or

  • r a

sem seminar as as a presente nter or

  • r co

co‐pr presen esenter on

  • n a publ

public ic pr procur

  • curem

emen ent to topic OR OR autho author of

  • f a

publ published hed article article on

  • n publ

public pr procur

  • curem

emen ent to topic (5 (5 pt pts) 14.

  • 14. Adopti

Adoption

  • n of
  • f stat

statute or

  • r or
  • rdi

dinance nance tha that allo allows fo for Bes Best Va Value pr procur

  • curem

emen ents ts fo for yo your ag agency cy (10 (10 pt pts)

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SLIDE 17

Award Criteria

  • No. 15

15.

  • 15. Enviro

ronmenta ntal Pr Procur

  • curem

emen ent

  • a. Formal environmental procurement policy including reuse, reduce and recycle

provisions (5 pts)

  • b. Publication of performance report on environmental procurement (5 pts)
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SLIDE 18

Award Criteria No. 16

16.

  • 16. Lead

Lead Ag Agency ency in in a Cooper Cooperative Pr Procu

  • curement

ement Con Contract act (5 (5 pt pts) 17.

  • 17. Authority

Authority of

  • f the

the Chi Chief Pr Procu

  • curement

ement Of Official ficial to to So Solic licit and and Aw Award Con Contracts cts (5 (5 pt pts) 18.

  • 18. Con

Continued ued Pu Pursui uit of

  • f Ex

Exce celle llence

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SLIDE 19

Self Scoring

It is important to conduct a self scoring NPI provides a self scoring worksheet with application process.

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SLIDE 20

Questions Regarding AEP Award

Brian P. Garrity, CPSM, C.P.M., CPPB, Director of Procurement aep@npiconnection.org.

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SLIDE 21

QUESTIONS?

Best Wishes On Achieving The Achievement Of Excellence In Procurement Award