Texas SmartBuy Procurement Services Local Government Purchasing - - PowerPoint PPT Presentation

Texas SmartBuy Procurement Services

Local Government Purchasing from the Comptroller

Presenter: Sumer Perkins

Texas SmartBuy

• Brief Program Overview
• Statewide Contracts
• TxSmartBuy.com Purchasing Portal
• ESBD (Electronic State Business Daily)
• CMBL Vendor Program (Centralized Master Bidders List)
• Question & Answer

Texas SmartBuy

• Under the Texas Comptroller of

Public Accounts, we are the Statewide Procurement Division

• We are the central authority for

state procurement & your Texas trusted purchasing partner

Who We Are & What We Do

• We develop, competitively award

and manages hundreds of statewide contracts for state & local use

• We manage the txsmartbuy.com
• nline purchasing system and

provide dedicated customer support for every area of procurement

• Cooperative Purchasing Program

(TSB Membership)

• Texas Statewide Contracts
• State level competitive contract

developers & contract managers

• Online eProcurement Portal

(TSB.com)

• Online Bid Solicitation Application

(ESBD)

• Minority Owned Business Program

(HUB)

• Vendor Performance Tracking &

Ratings (VPTS)

Procurement Services Portfolio

• State Vendor Database (CMBL)
• Travel Program Discounts (STMP)
• Hotel, Airline, Rental Car, Travel Agent
• Retail Fuel Card Rebates & Discounts
• Commercial Charge Card Discounts
• State Purchasing Certifications &

Continuing Education Hours

• New Texas Procurement Guide
• Comptroller Purchasing Resources
• 1x1 or Group Dedicated Customer

Support & Services

Statewide Contracts

Heavy Equipment

• Road Material &

Construction

• Agriculture Equipment

Facilities & Operations

• Building Materials
• HVAC Systems
• Fleet Vehicles: Vans/Buses
• Golf carts, ATVs, UTVs
• Traffic Control Signs, Devices
• Work boots & Uniforms
• Safety Equipment

• Guns, Ammo & Racks/Cases
• Patrol & Fleet Vehicles
• Pursuit Tires
• Body Armor & Riot Shields
• Silhouette Targets
• Clothing, Gloves & Boots
• Badges & Belt Accessories
• Drug & Alcohol Testing Products

Law Enforcement & Protection

First Aid & Emergency Responder

• Safety equipment, Lighting
• Warning Signs, Barricade tape
• First Aid Kits & Medical Supplies
• Transportation vehicles
• Highway Advisory System
• Tents, Temp Shelters, Generators
• Modular Buildings

Landscape, Parks & Recreation

• Park Benches
• Water Treatment &

Fountains

• Landscape equipment &

Materials

• Playground Equipment
• Bleacher & Stadium Seating
• Sporting Surfaces

Furniture

• Office Desks & Chairs
• Lobby Seating & Sofas
• Shelving & Storage
• Display Cases
• Study Carrels
• File Cabinets

Office Supplies

• Pens/Pencils
• Dry Erase/Bulletin Boards
• Paper
• Plastic Bags/Liners
• Uniforms/Apparel
• Art Supplies
• Custom Signage
• Framed Decorative Artwork

School & Classroom

• Classroom: Audio/Visual, Maps,

State Flags, Globes, Calendars

• Cafeteria: Food Products &

Kitchen Equipment

• Science Lab: Magnification & Lab

Equipment

• Nurses Station: First Aid &

Medical Vaccines

• Library: Modules, Scanners, Books:

Audio/Paperback/Hardback

• Dormitory Furniture & Mattresses
• Sports: Basketball & Volleyball nets

Wall padding, Gym equipment,

• Janitorial: Cleaning & Safety
• Transportation: Buses, Vans, Trucks, Golf Carts

Did You Know SPD Offers…

• Live Fish, Feed & Bait
• Veterinary Supplies
• Sewing Machinery & Accessories
• Fertilizer & Insecticides
• Household Appliances
• FedEx Overnight, 2 day Shipment
• Rainwater Barrels
• Vaccines/Biologicals/Medical Supplies
• Soap & Laundry Detergent
• Electricity Sourcing Services
• Radiation Detection Equipment
• Motorcycles & Boats
• Hurricane Emergency Need Contracts
• Helicopter Parts and Equipment
• Ice Cream

TxSmartBuy.com Purchasing Portal http://www.txsmartbuy.com

Texas Com ptroller of Public Accounts

http://www.txsmartbuy.com/

Texas Com ptroller of Public Accounts

• Our systems work BEST with

Google Chrome

Texas Com ptroller of Public Accounts

• TxSmartBuy.com Helpful Tips

X Don’t Use Bookmarks or Favorites to TxSmartBuy.com X Don’t Use Saved Shortcuts (Icons) to your Desktop or Taskbar

We make updates frequently and new info may not load, shortcut will become outdated

 Open a New Fresh Browser Window in Google Chrome

Goolge Search (search engine) is NOT the same thing as Google Chrome (web browser)

 Clear Your Browsing History Often  Type in Texas SmartBuy or TxSmartBuy.com

Texas Com ptroller of Public Accounts

TxSmartBuy.com

TxSmartBuy.com Login

Texas Com ptroller of Public Accounts

• TxSmartBuy.com Helpful Tips

If you don’t have a TSB.com login or not sure if you do:

• First, contact your organization’s Super User
• Next, contact the TSB Help Desk or Outreach Team

If you don’t remember your password or get locked out:

• Contact the TSB Help Desk or Outreach Team
• Spd.outreach@cpa.texas.gov or 512-463-3034 Option 1

Texas Com ptroller of Public Accounts

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Texas Com ptroller of Public Accounts

Texas SmartBuy Contracts

Texas Com ptroller of Public Accounts

Texas SmartBuy Contracts

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Texas Com ptroller of Public Accounts

Searching for Items

Texas Com ptroller of Public Accounts

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Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Questions?

Electronic State Business Daily (ESBD)

Member’s Free Bid Solicitation & Award Posting Application

Texas Com ptroller of Public Accounts

Creating/Posting a Bid Solicitation in ESBD

Texas Com ptroller of Public Accounts

TxSmartBuy.com

TxSmartBuy.com Login

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Step 1: Enter Basic Bid Info

ID#, Title, Summary, Due Date, Contract Value

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Step 2: Add the NIGP Codes

Commodity codes for products or services associated with your bid

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Need Help with NIGP Codes?

The Comptroller has you covered!

Texas Com ptroller of Public Accounts

Comptroller Resources:

NIGP Alpha Index by Keyword

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Comptroller Resources:

NIGP Numeric Index by Class Code

Texas Com ptroller of Public Accounts

Comptroller Resources:

NIGP Numeric Index by Class Code

Texas Com ptroller of Public Accounts

Be sure to remove the dash!

Example:

X Bad 123-45  Good 12345

Texas Com ptroller of Public Accounts

Step 3: Upload your Bid Specs

Save any bid documents as Word, Excel or PDF

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Step 4: Review & Approve

Another opportunity for any posting changes

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Congratulations… Your Bid is Now LIVE!

Texas Com ptroller of Public Accounts

Questions?

Texas Com ptroller of Public Accounts

Award Posting

from an ESBD Bid Solicitation Posting

Texas Com ptroller of Public Accounts

Awarding a Solicitation

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Questions?

Texas Com ptroller of Public Accounts

Public View of ESBD Postings

No Login Required!

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Public View of ESBD for Vendors & Anyone!

Texas Com ptroller of Public Accounts

Pick your search

• method. Less filters =

more results

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

ESBD Help & Customer Service

ESBDsupport@cpa.texas.gov

Toll Free 888-479-7602 or 512-936-2764 SPD Outreach Team

spd.outreach@cpa.texas.gov

512-463-3377 SPD Main Line

512-463-3034, option 1

Questions?

Texas Com ptroller of Public Accounts

How to Search the CMBL-HUB Directory

https://mycpa.cpa.state.tx.us/tpasscmblsearch/tpasscmblsearch.do

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

Texas Com ptroller of Public Accounts

CMBL Web Page

http://www.comptroller.texas.gov/purchasing/vendor/cmbl/

CMBL Help Desk

e.cmbl@cpa.texas.gov (512) 463-3459 Mailing Address Statewide Procurement Division CMBL Program P.O. Box 13186 1711 San Jacinto Austin, Texas 78711

Resources for You

Training & Certification

• We provide the Training for State Purchasing Certifications
• Attend the Class + Pass the Test = Certification!
• Certified Texas Contract Developers (CTCD)
• Certified Texas Contract Managers (CTCM)
• We also offer Continuing Education Classes
• New Texas Procurement & Contract Management Guide PDF
• Coming Soon! Online User Guide Videos

Need Resources?

comptroller.texas.gov/purchasing

Dedicated Customer Care

We’re Here to Assist You

• TxSmartBuy.com Help Desk Mon-Fri 8am-5pm
• 1x1 Purchasing Assistance by Phone or Email
• Online Webinars or Group Training at Events
• Customer Service Personnel Available on Multiple Programs
• Newly updated Comptroller website resources

Get in Touch with the SPD Outreach Team!

• TxSmartBuy.com Help Desk

Toll Free: 888-479-7602 Local: 512-936-2764 txsmartbuy@cpa.texas.gov

• SPD Main Procurement Line

512-463-3034

Spd.Outreach@cpa.texas.gov

• Membership Program

512-463-3368 members@cpa.texas.gov

• Purchasing Resources Website

Comptroller.Texas.Gov/Purchasing

• TxSmartBuy.com User Guides- Help

Tab

TxSmartBuy.com/Help

Thank you for your time!

Membership Eligibility

Texas SmartBuy Membership Program

• Local Governments
• Entities Receiving State Funding

City & County Governments School, Appraisal, Utility, Districts State Funded Non-Profits Mental Health & Community Centers

Who is eligible to join?

Not eligible:

• Vendors (Separate Vendor/Seller Program)
• Contractors
• Dealers, Suppliers

Texas SmartBuy Membership Program

Who is Eligible?

Local Governments Cities Counties

Councils of Government

Planning Commissions

Texas SmartBuy Membership Program

ISD MUD/SUD Metro Housing

City & County Districts

• School Districts
• Utility Districts
• Transit Districts & Authorities
• Appraisal Districts
• Judicial Districts
• Hospital Districts
• Library Districts
• Emergency Communication Districts
• Fire Prevention/Rescue Districts
• Housing Authorities

Who is Eligible?

Texas SmartBuy Membership Program Who is Eligible?

Educational Institutions

• School Districts
• Junior and Community Colleges
• Charter & Prep Schools, Academies
• Education Service Centers

(ESC regions)

• Certified Texas Rising Star Providers

(Child Daycare)

Texas SmartBuy Membership Program

State Funded Non-Profit Organizations

• Mental Health & Mental Disability Facilities
• Behavioral Centers & Healthcare
• Youth, Aging & Senior Services
• Homeless Care & Assistance
• Community Supervision & Corrections Dept

Who is Eligible?

Questions?