Annual Opportunity Sizing - State Procurement - State of Ohio

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Source Reference Ex. Order 2008-12S HB 562 Ex. Order Item #3 Procurement Reform Requirements From Executive Order 2008-12S, HB 562 and Panel Report Req. No. Requirement Timeline 1 Appoint an Ohio Chief Procurement Officer (OCPO) 2 Appoint agency procurement officers (APOs) 6 3 Chancellor of University System of Ohio coordinate with OCPO 7 4 Establish the Ohio Business Gateway (OBG) as state’s central web portal for procurement 5 Post all agency contract opportunities exceeding $25,000 and all current contracts exceeding $25,000 on the OBG 8 6 Transition IT procurement from the state Chief Information Officer to the OCPO 9 7 Identify savings from new contracts and streamlined processes and report quarterly 10a 8 Proactively search for Ohio companies and include Ohio companies on solicitation lists for informal quotes 10b 9 Maximize volume of purchases through Think Ohio First programs 10c 10 Include Think Ohio First in purchasing scorecard (see next item) 11 11 Create a purchasing scorecard and metrics 12 12 Review Think Ohio First programs annually for socioeconomic benefit, quality assurance, responsiveness, and value 125.05(A) 13 Adopt written procedures consistent with DAS procedures for purchases valued at $25,000 or less Responsible Party Comments 9/25/08 DAS/GSD Panel Report recommendation #17; completed 8/21/08 7/25/08 Agencies Panel Report recommendation #17; completed 8/20/08 Ongoing BOR, DAS 4/01/09 DAS Panel Report recommendation #20 7/01/09 Agencies Panel Report recommendation #20; deadline is 90 days from completion of previous requirement 7/25/08 DAS Panel Report recommendation #14; transfer became effective 7/06/08; physical move of personnel scheduled for Dec 2008 4/15/09 DAS First report on 4/15/09 and then quarterly thereafter Immediate Agencies Panel Report recommendation #24 Immediate Agencies Panel Report recommendation #24 n/a DAS/OAKS Panel Report recommendation #19 1/01/09 DAS Panel Report recommendation #19; first report on 1/01/09 and then quarterly 10/01/08 DAS, RSC, DRC thereafter Panel Report recommendation #25; first review should begin on 6/30/08 and is due on 10/01/08 to the OCPO and Controlling Board; report due annually on 10/1 each year thereafter 9/25/08 Agencies Panel Report recommendation #1 9/3/2008 Page 1 of 2
Procurement Reform Requirements From Executive Order 2008-12S, HB 562 and Panel Report Req. Responsible Source Reference No. Requirement Timeline Party Comments HB 562 125.05(B) 14 Adopt written procedures consistent with 9/25/08 Agencies Panel Report recommendation #1 (cont.) DAS procedures for purchases valued between $25,000 and $50,000 Panel Report 125.05 (E) 15 Recommend to the general assembly any changes to purchasing thresholds 125.051 16 Create procurement certification program and adopt administrative rules Recomm. 17 Evaluate and/or eliminate central #6 warehousing system 7 18 Expand cooperative purchasing agreements 1/31/10 DAS, OBM 1/31 of each even-numbered year No deadline specified No deadline specified No deadline specified DAS Panel Report Recommendation #16 Institutional agencies, OBM, DAS DAS, higher ed, political subdivisions 9 19 Require previously exempted agencies to 9/25/08 BWC, ADJ, Also under HB 562, new language under use competitive selection DRC, DAS ORC Chapter 125 10 20 Leverage more centralized spending No deadline specified DAS, agencies 11 21 Implement strategic sourcing concepts No deadline DAS Evaluating strategic sourcing consultants specified through RFP process 12 22 Standardize, simplify & reduce bidding No deadline DAS, agencies documents specified 14 23 Employ commodity manager model No deadline specified DAS 15 24 Modify Controlling Board procedures No deadline specified OBM 18 25 Actively manage supplier relationships No deadline specified DAS, agencies 21 26 Expand utilization of electronic No deadline DAS, OBM, procurement specified OAKS 23 27 Streamline vendor certification processes No deadline specified DAS DAS = Blue Agencies = Yellow OBM = Pink Multiple = Green 9/3/2008 Page 2 of 2
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Agency Procurement Officer Orientat
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Today’s Topics Procurement Reform
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General observations about about th
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Procurement Reform Activities …
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Source: FY07 CAS Accounts Payabl e
Page 11 and 12: Source: FY07 CAS Accounts Payabl e
Page 13 and 14: Category Prioritization Matrix Eigh
Page 15 and 16: Table of Contents February 13, 2008
Page 17 and 18: Transaction Automation Procurement
Page 19 and 20: Procurement Reform Panel Panel Part
Page 21 and 22: Legisl. Exec. Strategic Req’d Ord
Page 23 and 24: Seven Seven Strategic Imperatives
Page 25 and 26: Role Role of of APO APO -- Executiv
Page 27 and 28: Source Reference Ex. Order 2008-12S
Page 29: Next Next Steps Steps for for APOs
Page 32 and 33: Questions? For more information con
Page 40: New Revised Code
Page 61: Procurement Reform Requirements
Page 65 and 66: Why think ohio first? Ohio Governme
Page 67 and 68: Accenture Spend Assessment
Page 69 and 70: Timeline Key Findings -Spend Profil
Page 73 and 74: Spend Profile The Spend Analysis st
Page 75 and 76: Classified Spend Analysis by Catego
Page 77 and 78: Addressable Spend Analysis by Agenc
Page 79 and 80: Addressable Spend Analysis by Suppl
Page 87 and 88: IT Software - Overview IT Software
Page 89 and 90: (1) Source: Central Accounting Syst
Page 91 and 92: Office Equipment - Overview Office
Page 93 and 94: Supplier Concentration $12 (1) Cafe
Page 95 and 96: Furniture has $5.5M in addressable
Page 97 and 98: Pharmaceuticals has $77.5M in addre
Page 99 and 100: (1) Source: Central Accounting Syst
Page 101 and 102: $30 $25 $20 $15 $10 $5 $0 $5.1 $20.
Page 103 and 104: Wearing Apparel - Overview Wearing
Page 105 and 106: $2.0 $1.5 $1.0 $0.5 $0.0 (1) Source
Page 107 and 108: Category Wave I Spend and Savings E
Page 109 and 110: Savings Opportunity Summary The tot
Page 111 and 112: Business Case Implementation Timeli
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Ohio Department of Administrative S
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UPPCC Handbook
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CHAIRMAN’S WELCOME On behalf of t
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The CPPO and CPPB certification pro
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Applicants who hold a degree must p
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must be 50% or more of the candidat
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procurement topic or be procurement
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The second and final level of appea
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“The contents of this test are co
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Application which is available on t
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APPENDIX A UPPCC CODE OF ETHICS All
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14. Develop and implement a standar
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7. Manage supplier and departmental
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APPENDIX C CANDIDATE TIPS AND SAMPL
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APPENDIX E The UPPCC will work with
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Annual Opportunity Sizing - State Procurement - State of Ohio

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