WELCOME Non-IT State T erm Schedule (STS) and Master Maintenance - - PowerPoint PPT Presentation

▶
welcome
SMART_READER_LITE
LIVE PREVIEW

WELCOME Non-IT State T erm Schedule (STS) and Master Maintenance - - PowerPoint PPT Presentation

May 28, 2023 125 likes •758 views

WELCOME Non-IT State T erm Schedule (STS) and Master Maintenance Agreement (MMA) Training procure.ohio.gov December 2016 STS/MMA for InformationTechnology (IT) www.procure.ohio.gov/proc/ContractsSTS3.asp

slide-1
SLIDE 1

procure.ohio.gov

WELCOME

Non-IT State T erm Schedule (“STS”) and Master Maintenance Agreement (“MMA”) Training

December 2016

slide-2
SLIDE 2

STS/MMA for InformationTechnology (IT)

2

www.procure.ohio.gov/proc/ContractsSTS3.asp

  • Rose.Perkins@das.state.oh.us
slide-3
SLIDE 3

Office of Procurement Services (OPS)

3

General I nquiries:

http:/ / procure.ohio.gov/ proc/ viewFAQ.asp

slide-4
SLIDE 4

Table of Contents

4

Section

slide-5
SLIDE 5

Section 1

5

slide-6
SLIDE 6

What is a StateTermSchedule (“STS”)?

6

slide-7
SLIDE 7

Master MaintenanceAgreement (“MMA”)

7

slide-8
SLIDE 8

Authorizations

8

slide-9
SLIDE 9

Purchasing Policies / Usage Priorities

9

slide-10
SLIDE 10

STS/MMA Process Overview

10

slide-11
SLIDE 11

Criteria for Renewing Existing STSContracts

11

A Contractor must have an average of $50,000 or greater in annual sales for the term of the contract to State of Ohio agencies and/or political subdivisions properly registered as members of the Cooperative Purchasing Program

slide-12
SLIDE 12

Section 2

12

slide-13
SLIDE 13
  • TheCooperative Purchasing Program allows political subdivisions to

participate in specific state contracts.

  • As a STS vendor you may sell and/or provide services to properly-

registered members of the DASCooperative Purchasing Program. Only supplies & services approved on the contract may be sold or provided to theCo-op members.

  • Obtain a current listing of members at
  • http://das.ohio.gov/Divisions/GeneralServices/ProcurementServic

es/CooperativePurchasing/tabid/304/Default.aspx

  • Search forCo-op Members byCounty orODOT District

13

slide-14
SLIDE 14

ORC 125.04 describes political subdivisions as: “(B)As used in this division, ‘political subdivision’ means any county township, municipal corporation, school district created underChapter 1545 of the RevisedCode, regional transit authority, regional airport authority, regional water and sewer district, or port authority. ‘Political subdivision’ also includes any other political subdivision described in the RevisedCode that has been approved by the department to participate in the department’s contracts under this division”, in accordance withOhioCooperative PurchasingAct, 1985

14

slide-15
SLIDE 15

Cooperative Purchasing Program

(Political Subdivisions)

15

Wayne.McCulty@das.ohio.gov Renee.Hinte@das.ohio.gov Maureen.Studer@das.ohio.gov

slide-16
SLIDE 16

Section 3

16

slide-17
SLIDE 17

STS Offer Submission Process

17

ONLY SUBMIT AN OFFER WHEN RENEWING AN EXISTING CONTRACT OR WHEN REQUESTED TO DO SO BY THE OFFICE OF PROCUREMENT SERVICES

  • 1. Navigate to: procure.ohio.gov

and click on “State Contract Opportunities”

slide-18
SLIDE 18

STS Offer Submission Process

18

  • 2. Click on

“State Term Schedules (STS)”

slide-19
SLIDE 19

STS Offer Submission Process

19

  • 3. Click on

“Establish Non-IT Supplies/Services STS”

slide-20
SLIDE 20

STS Offer Submission Process

20

  • 4. Click on

“Download for Non-IT Contracts” zip file link

slide-21
SLIDE 21

STS Offer Submission Process

21

5. In the zip file, open and read the “STS ONL Y-INSTRUCTIONS-Non-IT” document first

  • 6. Complete other documents in the zip file if needed per the “INSTRUCTIONS”
slide-22
SLIDE 22

Compiling the STS Offer Package

22

slide-23
SLIDE 23

Compiling the STS Offer Package

23

slide-24
SLIDE 24

Upon Receipt of New or RenewalOffer OPS will…

24

slide-25
SLIDE 25

ContractViolations

http://www.ohio.gov/agencies http://apps.das.ohio.gov/CoopMap/districtMap.aspx

25

slide-26
SLIDE 26

Section 4

26

slide-27
SLIDE 27

MMA Offer Submission Process

27

ONLY SUBMIT AN OFFER WHEN RENEWING AN EXISTING CONTRACT OR WHEN REQUESTED TO DO SO BY THE OFFICE OF PROCUREMENT SERVICES

  • 1. Navigate to: procure.ohio.gov

and click on “State Contract Opportunities”

slide-28
SLIDE 28

MMA Offer Submission Process

28

  • 2. Click on

“Master Maintenance Agreements (MMA)”

slide-29
SLIDE 29

MMA Offer Submission Process, continued

29

  • 3. Click on

“Establish Non-IT Supplies/Services MMA”

slide-30
SLIDE 30

MMA Offer Submission Process

30

  • 4. Click on

“Instructions for Non-IT MMA Offer” zip file link

slide-31
SLIDE 31

MMA Offer Submission Process

31

5. In the zip file, open and read the “MMA ONL Y-INSTRUCTIONS– Non-IT “ document first

  • 6. Complete other documents in the zip file if needed per the “INSTRUCTIONS”
slide-32
SLIDE 32

Compiling an MMA Offer Package

32

slide-33
SLIDE 33

Compiling an MMA Offer Package

33

slide-34
SLIDE 34

Upon Receipt of New or RenewalOffer OPS will…

34

slide-35
SLIDE 35

Section 5

35

slide-36
SLIDE 36

Amending an Active Contract (STS or MMA)

  • Changes or updates to current contracts may be accomplished by way
  • f amendment requests, in accordance with all Terms and Conditions.
  • Types of amendments may include:
  • Financial amendments (product/price update)
  • Administrative amendments (address change, change in

contact person, addition of dealers, company name change, etc)

36

slide-37
SLIDE 37

Contract Amendment Submission Process

37

  • 1. Navigate to: procure.ohio.gov

and click on “State Contract Opportunities”

slide-38
SLIDE 38

Contract Amendment Submission Process

38

  • 2. Click on

“State Term Schedules (STS)”

  • r

“Master Maintenance Agreements (MMA)”, as applicable

slide-39
SLIDE 39

Contract Amendment Submission Process

39

  • 3. Click on

“Establish Non-IT Supplies/Services STS”

  • r

“Establish Non-IT Supplies/Services MMA”, as applicable

slide-40
SLIDE 40

Contract Amendment Submission Process

40

  • 4. Click on

“Instructions for Non-IT Amendment Requests” zip file link

  • n STS or MMA webpage, as applicable
slide-41
SLIDE 41

Upon Receipt ofAmendment RequestOPS will…

41

slide-42
SLIDE 42

Section 6

42

slide-43
SLIDE 43

Viewing Active Contracts

43

1. Navigate to: procure.ohio.gov and click on “Current Contract Search”. Search by Contract T ype and use the Contract number or the Contractor’s name.

slide-44
SLIDE 44

Approved Products/Services

44

“APPROVED PRODUCTS/SERVICES:

Only those vendors, products or services as listed in the price pages, approved by theOffice of ProcurementServices, may be purchased from thisStateTermSchedule. Any vendors, prices, terms, conditions, products or services not listed in the approved price sheets are outside the scope of this schedule.”

slide-45
SLIDE 45

Certification ofAppropriation

45

slide-46
SLIDE 46

Payment from StateAgencies

46

slide-47
SLIDE 47

Payment from StateAgencies

47

slide-48
SLIDE 48

Quarterly Sales/Usage Reporting

48

sylvia.durham@das.ohio.gov

slide-49
SLIDE 49

Quarterly Usage Report Online Form

49

  • 1. Navigate to: procure.ohio.gov

, click on “for Suppliers”, and then click on click on “Forms”.

slide-50
SLIDE 50

Quarterly Usage Report Online Form

50

Vendors are responsible for updating Revenue Share email and contact information and keeping it up to date.

  • 2. Log in using your user name and
  • password. If you do not know the

user name and password e-mail gayle.mcdargh@das.ohio.gov

slide-51
SLIDE 51

Quarterly Usage Report Online Form

51

  • 1. Once you log in click Revenue Reporting
  • 2. Click Report Revenue button
  • 3. Select the quarter you want to report for and Select ok
slide-52
SLIDE 52

Quarterly Usage Report Online Form

52

  • 4. Enter in the T
  • tal Payments Received for State Agencies and the T
  • tal

Payments Received for Local Governments for each contract listed and select OK

Note: Everyone must report $0, even if there are no sales to report for the quarter.

slide-53
SLIDE 53

Quarterly Usage Report Online Form

53

  • 5. Highlight the Fiscal Y

ear and Quarter you just entered. Row will appear dark blue.

  • 6. Select the Remittance Report button.
  • 7. Y
  • ur Quarterly Sales and Renue Share Remittance Report will display

.

  • 8. Print this report and mail along with your payment to the adddress on the report.
  • 9. Log out.
slide-54
SLIDE 54

Contractor Revenue Share Fees

54

slide-55
SLIDE 55

Section 7

55

slide-56
SLIDE 56

Vendor Registration

  • Beyond the STS/MMA program, your company is eligible to register for

notification of competitively sealed bid opportunities

  • Register online at: https://procure.ohio.gov/proc/ebidnotifications.asp

More Procurement Opportunities

56

Hover over “for Suppliers”, hover over “Registration” then click on “Register for Bid Notifications”

slide-57
SLIDE 57

Customer Contact Information

57

http://www.ohio.gov/agencies http://procure.ohio.gov/pdf/APO_Contact_List.pdf http://das.ohio.gov/Divisions/GeneralServices/ProcurementServices/Co

  • perativePurchasing.aspx
slide-58
SLIDE 58

Section 8

58

slide-59
SLIDE 59

Optional LeasingOpportunities

Master LeaseAgreement for Rental (“MLA”)

59

slide-60
SLIDE 60

Master Lease Agreement (MLA)

How to Participate

60

slide-61
SLIDE 61

Executing a Master LeaseAgreement (MLA)

61

MLA EXHIBIT EXHIBIT TITLE TYPE OF CUSTOMER WHO COMPLETES EXHIBIT Exhibit A Lease Schedule & Property Description (From Lessor) Both Exhibit B Certificate of Acceptance (From Lessee) Both Exhibit C Essential Use/Source of Funds Letter (From Lessee) State agency Exhibit D Lessee’s Counsel’s Opinion (From Lessee’s Counsel) Political Subdivision (Co-op) Exhibit E Lessee’s Certificate (From Lessee) Political Subdivision (Co-op) Exhibit F Insurance Requirements (From Lessee) Both

slide-62
SLIDE 62

Ohio Department of AdministrativeServices Office of ProcurementServices procure.ohio.gov

Thank you for taking the time to review this material. We are confident that this will assist you as you endeavor to submit an offer and/or do business with the State of Ohio. By submitting an offer, the contractor affirms all responsible parties have reviewed this material and will follow it accordingly .