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 & 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

AEP Application & Instructions • Ava Available at at NPI NPI We Website : https://www //www.npi piconnect nnection. on.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 only 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 or $600 $600 fo for non non ‐ me membe mbers

Award Criteria • To To re receive the the “A “Achievement of of Ex Excel cellence ence in in Pr Procur ocurem emen ent” aw award, d, the the appl applic ican ant must must ob obtain in a to total of of at at le leas ast 100 100 poi points. ts. • The The poi point va value of of each each crit criterio ion is is alw always 5 or or 10. 10. Al All crit criteria ia ar are pass/f pass/fail. il. Tha That is is, yo you receive all re all the the poi points ts allo allocated per per crit criteria ia (i.e (i.e., ., 5 or or 10) 10) or or none. none. • Ther There ar are 18 18 crit criterio ions fr from whi which an an Ag Agency ency ma may ob obtain in sc scor ore. e. • It It is is re reco comme mmende nded tha that throughout ughout the the ye year yo you wo work on on co comp mpleting ng the the crit criteria ia in in phases. phases.

Award Criteria No. 1 ‐ 3 1. 1. Es Establish blishment of of 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 ocurem emen ent ma manua nual fo for in internal use use (5 (5 pt pts) 3. 3. Es Establish blished a pr procur ocurem emen ent sta staff “pr “professio ssional dev developm lopmen ent” pr progr ogram (5 (5 pt pts)

Sam Sample le of of Crit Criteria eria No. No. 2

Award Criteria No. 4 4. 4. Ma Maintains a “c “continuous im improvement” pr progr ogram co compr mprised of of 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)

Award Criteria No. 5 & 6 5. 5. Cen Centralized pr procur ocurem emen ent auth authority ity based based in in la law (statut tute, e, or ordi dinance, nance, or or chart charter, if if applic applicable able) (10 (10 pt pts) 6. 6. Pr Procur ocurem emen ent Or Organi nizati tional onal Structur Structure (5 (5 pt pts)

Award Criteria No. 7 7. 7. Utiliz ilization of of El Electr ectronic onic Comm Commer erce ce (ele (electronic tr tran ansm smission ission of of 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)

Award Criteria continued Criteria No. 7 e. e. Use Use of of an an el electr ectronic, onic, in interactiv ive Re Request fo for Quot Quotation (R (RFQ) pr process ocess (5 (5 pt pts) f. f. Accep Acceptance ance of of fo formal bi bids ds & pr proposal oposals via via the the in internet (5 (5 pt pts) g. g. Po Posting of of both both the the sol solicit citation tion tabul bulations ions and and the the aw award docum documentation ion on on we website (5 (5 pt pts)

Award Criteria continued Criteria No. 7 h. h. In Intern rnal Pr Procur ocurem 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 order der to to ve vendor or (5 (5 pt pts) j. j. In Intern rnet auctio auction sy system to to di dispose spose of of surpl surplus mater materials (5 (5 pt pts)

Sam Sample le of of Crit iteria ia 7h 7h

Award Criteria No. 8 8. 8. Pr Procur ocurem 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 options for earning points under this criterion, a maximum of five points will be awarded.

Award Criteria No. 9 & 10 9. 9. Use Use of of requir quirements contracts acts (annual nnual or or te term also also kno known as as bl blank anket or order ders) fo for at at le leas ast 30% 30% of of 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 ofes ession onal 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)

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)

Award Criteria No. 12 ‐ 14 12. 12. Pr Prof ofes ession onal sta staff me member mber wi with a le lead adership ip position position in in a pr prof ofessional essional pr procur ocurem 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 or re regional con confer erence ence or or a sem seminar as as a presente nter or or co co ‐ pr presen esenter on on a publ public ic pr procur ocurem emen ent to topic OR OR autho author of of a publ published hed article article on on publ public pr procur ocurem emen ent to topic (5 (5 pt pts) 14. Adopti 14. Adoption on of of stat statute or or or ordi dinance nance tha that allo allows fo for Bes Best Va Value pr procur ocurem emen ents ts fo for yo your ag agency cy (10 (10 pt pts)

Award Criteria No. 15 15. 15. Enviro ronmenta ntal Pr Procur ocurem 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)

Award Criteria No. 16 16. 16. Lead Lead Ag Agency ency in in a Cooper Cooperative Pr Procu ocurement ement Con Contract act (5 (5 pt pts) 17. 17. Authority Authority of of the the Chi Chief Pr Procu ocurement 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 of Ex Exce celle llence

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

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

QUESTIONS? Best Wishes On Achieving The Achievement Of Excellence In Procurement Award