Using the TN Educational Broadband Consortium Contract(s) and Conducting a Mini-Bid Funding Year 2016 Kim Friends, TN State E-rate Coordinator.

Slides:



Advertisements
Similar presentations
Procurement: What Everyone Needs to Know. What is Procurement? “The act of obtaining something”
Advertisements

Presented by: Kathryn Hodges, NH
Gene Shawcroft, P.E. Central Utah Water Conservancy District April 29-30, 2013.
© 2014 Universal Service Administrative Company. All rights reserved. E-rate Program Fall 2014 Applicant Trainings Maximizing Cost Effectiveness and Simplifying.
Universal Service Administrative Company E-Rate and StateNets George McDonald and Cynthia Schultz Schools and Libraries Division Universal Service Administrative.
E-Rate Central E-Rate Overview and Update September 2014.
Campus Messenger with Voice © 2008 Infinite Campus. All Rights Reserved. DL Brock Wilson Managing Partner and Systems Integrator K-12 Solutions Group.
Procurement.
Tom Torlakson State Superintendent of Public Instruction 1 CALNET 2.
PURCHASING 101 HOW TO BEGIN. Is the purchase available from the District Warehouse?  Online catalogs are/will be available on the district web page for.
Project Procurement Management
E-Rate 101: Overview of the Program Training for Success Schools and Libraries Division Washington, DC Orlando Boston New Orleans Cleveland.
Chapter 12: Project Procurement Management
E-rate Audits/Reviews Be prepared!! Prepared by Judy Jones, State Library of Iowa.
Introduction to E-rate I 2013 Schools and Libraries Fall Applicant Trainings 1 Introduction to E-rate Fall 2013 Applicant Trainings E-rate Program.
Openings, Closings, and Mergers Tutorial I 2013 Schools and Libraries Fall Applicant Trainings 1 Openings, Closings, and Mergers Tutorial Fall 2013 Applicant.
School District Purchasing. Purchasing Authority Arizona Statutes Arizona Statutes Arizona Administrative Code Arizona Administrative Code  Primary source.
Training Module: METHOD OF PROCUREMENT County APD Process Training November 16, 2007 California Health and Human Services Agency - Office of Systems Integration.
© 2015 Universal Service Administrative Company. All rights reserved Applicant Training Fiber Options.
Copyright 2009  Understand the importance of project procurement management and the increasing use of outsourcing for information technology projects.
E-rate Category 2 Training Workshop for PA Applicants Presented by Julie Tritt Schell PA E-rate Coordinator for the Pennsylvania Department of Education.
E-rate Form 470 Training Workshop What’s New for FY 2016 Presented by Julie Tritt Schell PA E-rate Coordinator for the Pennsylvania Department of Education.
You Be the Judge - Case Studies Office of the State Comptroller Office of Operations Bureau of Contracts Priscilla Cassidy Kathy Heffernan.
LTMS 530 Evaluate and Select Products and Applications.
Contracts Helping You Succeed Schools and Libraries Division Washington, DC Newark Atlanta Chicago Orlando Los Angeles Portland Houston September/October.
The E-rate Program Understanding the Basics Washington K-12 Statewide Training, November 23, 2015 Presentation posted at
E-rate Category 2 Training Workshop for PA Applicants Presented by Julie Tritt Schell PA E-rate Coordinator for the Pennsylvania Department of Education.
Completing the Contracts Module for PEPPM-Generated Contracts Complete this task BEFORE beginning a Form 471. Julie Tritt Schell PA E-rate Coordinator.
New FY2016 Form 470 Application Lorrie Germann, State E-Rate Coordinator.
Completing the Contracts Module Complete this task BEFORE beginning a Form 471 if you are requesting funding for a contracted service. Julie Tritt Schell.
2016 Filing a Form 470 For C1 Using ITS as the Secondary Billed Entity Step-by-Step for Creating and Submitting your 470 Application in the EPC Portal.
E-Rate 101: Overview of the Program Back to the New Basics Schools and Libraries Division Washington, DC Orlando Boston New Orleans Cleveland.
E-rate Category 2 Training for TN Applicants Funding Year 2016 Kim Friends, TN State E-rate Coordinator.
Ensuring Program Compliance I 2013 Schools and Libraries Fall Applicant Trainings 1 E-rate Program Ensuring Program Compliance Fall 2013 Applicant Trainings.
E-rate Training Workshop for Veteran PA Applicants What’s New for FY 2016 Presented by Julie Tritt Schell PA E-rate Coordinator for the Pennsylvania Department.
The K-12 Learning Infrastructure Program & Wi-Fi Upgrade Initiative March 17, 2016.
City of Cambridge Date: Monday, December 10 th, 2012 Presenter: Shelene Sinclair, Manager, Government Relations.
Form 470 Step-by-Step Lorrie Germann, State E-Rate Coordinator.
Program Compliance Training for Success September – October 2006 Schools and Libraries Division Washington, DC Boston Seattle St. Louis Atlanta.
PURCHASING 101 SECTION 1 - How to Begin. Is the purchase available from your agency or from other state agencies? ⋆ State Surplus Property ⋆ State Fleet.
Welcome to MiCTA Learn about MiCTA’s National E- Rate Program.
E-Rate Survival What You Need to Know for Success
Filing the FCC Form 471 E-rate Program Applicant Training
2017 Filing a Form 470 For Voice Step-by-Step for Creating and Submitting Your 470 Application in Your EPC Portal.
E-rate Form 470 Filing Guide
E-rate Category 2 Training for PA Non-Public Schools & Libraries
E-rate Filing Process Overview
Step 3: Legally Binding agreements and contracts
Sample Bid Evals and Best Practices
Completing the Contracts Module for PEPPM-Generated Contracts
OMB Circular A110 and Uniform Guidance
THE OFFICE OF PROCUREMENT CONTRACT TRAINING MAY 2018
A YEAR IN THE LIFE OF AN E-RATE APPLICANT
Advanced Program Compliance
© 2017 Universal Service Administrative Co.
E-Rate 101: Overview of the Program
EDGAR RULES AND PROCEDURES TRAINING
Process Overview for Service Providers
E-rate Form 470 Training Workshop What’s New for FY 2016
E-Rate 101: Overview of the Program
E-rate Form 470 Training Workshop What’s New for FY 2016
Charter Schools and E-Rate
Introduction to E-rate
2018 Filing a Form 471 For C2 Step-by-Step for Creating and Submitting your 471 Application in the EPC Portal.
Filing the FCC Form 470 Special thanks to Julie Trent Schell (E-rate PA) and Anne Perloff (E-rate ME)
Making a Purchase using Federal Funds
STARTING FUNDING YEAR (FY) 2020
Presentation transcript:

Using the TN Educational Broadband Consortium Contract(s) and Conducting a Mini-Bid Funding Year 2016 Kim Friends, TN State E-rate Coordinator

Category 1 (C1) TEBC Mini-Bid Process

Conduct Mini-Bid –No Form 470 required (TEBC filed Form 470 when contracts were being competitively bid) –New: Sign contract with the vendor and use those contract dates – Be sure to include these items: o Contract signing date (must be before 471 filing date) o Contract term: 7/1/2016 through 6/30/2019 o Purchase is contingent upon E-rate funding and local funding approval –School board may need to approve contract prior to signing Vendor contract/agreement must be signed before submitting Form 471 Category 1 Consortium Mini-Bid Process 3

 Use the template to create list locations and services needed  Include installation (NRC), if needed  Use C1 Mini-Bid template  Attach this list to cover Step 1: Create Needs List 4

 Use template and personalize to your needs: –Include additional disqualification factors –Include pre-bid meeting info, if applicable –Give due date for responses Step 2: Compose to Potential/Possible Vendors 5

 Must conduct mini-bid among all potential vendors in that Category –Area of Focus 1 (C1) Scope 1 o Data Transmission Services Scope 2 o Aggregated Internet Access Scope 3 o Voice Services »Analog »VoIP »Cellular Step 3: Determine All Vendors in “Category” 6

 Using prices from mini-bid quotes, conduct bid evaluation –Use template – available at or  May consider other factors besides price  Price of eligible services MUST be the most heavily weighted factor Step 4: Conduct Bid Evaluation 7

Mini-Bid Evaluation Example (best practice) 8 Evaluation Criteria Maximum # Points Vendor 1Vendor 2Vendor 3 Price of E-Rate Eligible Goods/Services Able to deliver service on July 1 (or whatever date you choose) Previous Experience— District with SP

 Notify apparent winning bidder via , contingent on board approval  Use template  Finalize exact quantities and capacities  Ask for final quote on vendor letterhead –Must include contract term: 4/1/2016 – 9/30/2017 –Purchase is contingent on E-rate funding (if applicable)  Contract must be signed by the District before submitting the 471 –That contract signing date will be the Contract Award Date in EPC Step 5: Notify Winning Bidder/Sign Contracts 9

 Refer to “Contract Module” PPT for more information  This step must be completed BEFORE you can file your Form 471 application Step 6: Update Contract Record in EPC 10

Category 2 TEBC Mini-Bid Process

Conduct Mini-Bid –No Form 470 required (TEBC filed Form 470 when contracts were being competitively bid) –More appropriate for equipment purchase/installation, rather than cabling project –New: Sign contract with the vendor and use those contract dates Be sure to include these items: o Contract signing date (must be before 471 filing date) o Contract term: 4/1/2016 through 9/30/2017 o Purchase is contingent upon E-rate funding and local funding approval –School board will need to approve contract prior to signing Vendor contract/agreement must be signed before submitting Form 471 Category 2 Consortium Mini-Bid Process 12

More on TEBC Contracts: –Cannot just go to TEBC contract list and select vendor and equipment you want/need –Must request ‘mini-bids’ from all vendors in a particular category –A “category list” will be available, pending completion of contracts –Can list preferred manufacturer, but must seek bids for “equivalent” products –Minimum 7–14 day bidding period suggested –Then conduct bid evaluation among all product lines that offer the ‘category’ of service, including equivalents –Can consider other factors besides price Price of eligible equipment must be the most heavily weighted factor –New EPC Contract wizard requires you to list # of bids received Keep those “losing” bids /quotes because you may be asked to submit them Category 2 Consortium Mini-Bid Process 13

 Use the template to create list of equipment and services you are seeking in your bid  Include installation, if needed  May list preferred manufacturer, but cover must allow for equivalent product lines to be submitted  Include any “compatibility” or “interoperability” requirements  Attach equipment list to cover Step 1: Create Equipment/Services List 14

 Use template and personalize to your needs: –Include additional disqualification factors –Include pre-bid meeting info, if applicable –Give due date for responses –Explain that equivalent bids may be submitted  Template available Step 2: Compose to Potential/Possible Vendors 15

 Must conduct mini-bid among all product lines in that “category” –So, if bidding switches, you must send the mini-bid request to all awarded switching vendors on the list –Categories mirror E-rate Eligible Services List Area of Focus 2 o Internal connections Area of Focus 3 o Managed Internal Broadband Services »Both leased and owned models Step 3: Determine All Vendors in “Category”

Mini-Bid Category List (SAMPLE) 17

 Using prices from mini-bid quotes, conduct bid evaluation –Use template – available at or  May consider other factors besides price  Price of eligible equipment/services MUST be the most heavily weighted factor Step 4: Conduct Bid Evaluation 18

Mini-Bid Evaluation Example (best practice) 19 Evaluation Criteria Maximum # Points Vendor 1Vendor 2Vendor 3 Price of E-Rate Eligible Goods/Services Ability to Integrate Equipment into Existing Network Previous Experience— District with SP Completeness of Response

 Notify winning bidder via , contingent on board approval  Use template  Finalize exact quantities of equipment prior to contract signing  Ask for final quote on vendor letterhead –Must include contract term: 4/1/2016 – 9/30/2017 –Purchase is contingent on E-rate funding (if applicable)  Contract must be signed by the district before submitting the 471 –That contract signing date will be the Contract Award Date in EPC Step 5: Notify Winning Bidder/Sign Contracts 20

 Refer to “Contract Module” PPT for more information  This step must be completed BEFORE you can file your Form 471 application Step 6: Update Contract Record in EPC 21

 TEBC bidding guide and all associated documents available at: – –  We will be offering a few different webinars later in March 2016 once the tn.gov portal is up and running and all of the catalogs are available.  STAY TUNED for more developments! TEBC Bidding Guide 22

Mini-Bid  Don’t have to post Form 470/Issue RFP  Don’t have to advertise in newspaper  DO have to conduct mini-bid of every vendor that sells equipment in that category  Don’t have to wait full 28 days during mini-bid process  Can consider non-cost factors as long as costs of E-rate eligible equipment/services are most heavily weighted factor  Can require compatibility and interoperability with existing equipment Mini-Bid vs RFP RFP/470  Must post 470, upload RFP and follow all local guidelines  Must wait at least 28 days before selecting a provider  Can provide greater specificity about requirements  Can require compatibility and interoperability with existing equipment  Can list binary disqualification factors  Don’t have to solicit bids from all vendors 23

Questions? 24