1. State of Utah Small Package Delivery Services States Kickoff Webinar
November 29, 2016

2. Sourcing Team
Brad Cummings, State of Utah (Lead) JJ Espinoza, State of California Kaliska King, State of Oregon Joy Brassfield, State of Tennessee Laura Ortmeyer, State of Missouri Zac Christensen, State of Utah Shannon Berry, Cooperative Development Coordinator – NASPO ValuePoint

3. RFP Process & Evaluation

4. RFP Process Release Date: April 22, 2016 Pre-Proposal Webinar: N/A
RFP Amendments: June 14, 2016
Closing Date: June 24, 2016
Proposals Received: In total four proposals were submitted. One proposal failed to meet the minimum requirements and was rejected. The remaining proposals from FedEx, Golden State Overnight, and UPS were evaluated.

5. Evaluation Rating Matrix
Phase 1: Evaluation of minimum mandatory requirements: Pass/Fail
Phase 2: Technical Proposal Evaluation: 700 Points
Phase 3: Cost Proposal Evaluation: 300 Points
Award: Award to all Offerors awarded 600 or more total points.

6. Evaluation Criteria & Weights
Evaluation Criteria Possible Points
Qualifications of Carriers: pts
Prior Experience: pts
Drop Boxes: pts
Point of Contact: pts
Marketing Plan: pts
Green Initiative: pts
Data Security: pts
Ability to meet Scope of Work : 300 pts
Total: pts

7. Evaluation Calculations

8. Evaluation Calculations

9. Evaluation Results

10. New Master Agreements

11. Master Agreement Overview
Existing Master Agreements
Existing Master Agreement were extended 45 days to allow time for states to finalize their PAs.
GSO and UPS will expire on January 6, 2017
FedEx will expire on January 9, 2017

12. Master Agreement Overview
New Master Agreements
Initial Term
November 28, 2016 – November 27, 2021
Extension of Agreement
There are no extensions or renewals.

13. Master Agreement Overview
Each Master Agreement consists of the Master Agreement Terms and Conditions, Pricing Documents, the Complete Solicitation, and the approved portions of the Contractor’s Proposal. The complete contract document for each contractor is available on NASPO ValuePoint’s website.
Pricing documents are also available on NASPO ValuePoint’s website. FedEx and UPS contain two sets of rates – Exclusive and Multiple Use rates.
Master Agreement covers small package delivery services only.

14. Questions? Contract Lead: Brad Cummings State of Utah
Phone:

15. Participating Addendum Process

16. All 50 states and The District of Columbia have executed the NASPO Cooperative MOA, allowing them to be eligible to use any NASPO ValuePoint cooperative Master Agreement 16

17. Opportunities for Participation
Three Options for Participation
State signs a Participating Addenda for entire state
Every legally eligible entity in the state can participate
State signs a Participating Addenda for non state entities
Every legally eligible entity that is not a STATE agency can participate
State does not sign a Participating Addenda
Political subdivisions wishing to participate may contact the NASPO ValuePoint Cooperative Development Coordinator who will contact the STATE CHIEF PROCUREMENT OFFICIAL asking for approval for that entity to sign their own Participating Addendum.
Entities may be given approval on an individual basis or State CPO may give approval to all entities within the state to execute their own Participating Addendums. 17

18. Participation Opportunity #1 & #2
Step by Step:
Participating Addendum templates are available on each Master Agreement page on
States may have submitted Intents to Participate during solicitation, this will provide the information for contractors to contact states interested in signing a Participating Addendum.
States may also contact contractors directly to begin Participating Addendum process.
State Chief Procurement Officials (or designated representative) will be the signatory on the Participating Addendum. They will also be the NASPO ValuePoint point of contact throughout the process.
State completes the draft Participating Addendum for each contractor and then forwards the draft to the contractor. Negotiations will be handled directly between state and contractor. Upon agreement, the state sends a final copy of Participating Addendum to the contractor for signature.
Contractor signs Participating Addendum and sends back to state for signature.
State sends fully executed copy to both contractor and NASPO ValuePoint at
Executed Participating Addendum will be maintained in a repository.

19. Participation Opportunity #3
Step by Step:
Participating Addendum templates are available on each Master Agreement page on
An request should be sent to from entity ( may also be sent from contractor). The needs to provide the following details: main point of contact from entity, full name of entity, phone number, address and physical address.
NASPO ValuePoint will State Chief Procurement Officer requesting approval for the entity to execute a Participating Addendum.
NASPO ValuePoint will both contractor and entity with the permission from Chief Procurement Official to proceed to complete the Participating Addendum.
Entity completes the draft Participating Addendum for contractor and then forwards the draft to the contractor. Negotiations will be handled directly between entity and contractor. Upon agreement, the entity sends a final copy of Participating Addendum to the contractor for signature.
Contractor signs Participating Addendum and sends back to entity for signature .
Entity sends fully executed copy to both contractor and NASPO ValuePoint at
Executed Participating Addendum will be maintained in a repository.

20. PA Process Flow Chart

21. Things to Remember
Sample PA’s are located on the NASPO ValuePoint Website under each master agreement portfolio.
Executed Participating Addendum will be maintained on and in a repository.
Participating states and entities will be identified on the map of the USA on each Master Agreement page on
The Lead State and NASPO ValuePoint do not get involved with negotiations.
Only submit completed and negotiated PA’s with signatures from both parties.
Submit completed PA’s in PDF Format 21

22. Cooperative Development Coordinator
Thank You
Please let NASPO ValuePoint know if we can be of any assistance:
Shannon Berry
Cooperative Development Coordinator
NASPO ValuePoint
Phone: (775) 22