1. Jennifer McCaulla State of Oklahoma OMES Central Purchasing
Construction Equipment
MULTI STATE CONTRACT
Jennifer McCaulla State of Oklahoma OMES Central Purchasing

2. Tim Hay, NASPO ValuePoint
Sourcing Team
Nebraska
Louisiana
Dianna Gilliland
Tommy Politz
Annette Walton
Joshua Marcellino
Florida
Texas
Ashley Balkcom
Weaver Jackson
Tim Hay, NASPO ValuePoint

3. Purpose
To establish multiple Master Agreements in Construction Equipment:
State governments (including departments & agencies)
Institutions of higher education
Political subdivisions (i.e., colleges, school districts, counties, cities, etc.)
The District of Columbia & territories of the United States
And other eligible entities subject to approval of the Participating Entity’s procurement director and compliance with local statutory and regulatory provisions (“Purchasing Entities”).
To establish multiple Master Agreements for the purchase of Parks & Recreation Equipment and Related Services by state governments (including departments, agencies, institutions), institutions of higher education, political subdivisions (i.e., colleges, school districts, counties, cities, etc.), the District of Columbia, territories of the United States, and other eligible entities subject to approval of the Participating Entity’s procurement director and compliance with local statutory and regulatory provisions (“Purchasing Entities”).

4. Benefits of Agreements
Nationwide awards.
Nationwide coverage, with dealer support in every state.
Fixed discount off their most current MSRP.
Brand new portfolio for NASPO ValuePoint.
Reduced redundancy for states by having multiple contractors for states to select from.
Diverse selection of equipment (compact and full size) to choose from.

5. Initial one year, with a four year renewal option
RFP Process
RFP Process
Date
RFP Advertised
May 25, 2017
Questions / Requests for Clarification Due
June 14, 2017
Answers / Clarification Issued
June 27, 2017
Closing (Proposals Due)
July 27, 2017
Evaluation Period
August 1 – Sept. 20
Notice of Award
April 10, 2018
Award Protest Period Ends
July 23, 2018
Contract Term
Initial one year, with a four year renewal option
Contract Start/End
4/11/2018 – 4/10/2023

6. RFP Process continued
 Proposals Received: 8  Evaluation of proposals by sourcing team  5 Vendors awarded

7. Evaluation Criteria
Evaluation Category
1000 Maximum Points Possible
Technical/administrative
30% points
Management and Leadership
30%
300 points
Cost
References
10%
100 points
The team of 5 members met in Oklahoma City to review the eight proposals received and selected five proposers for award.

8. Equipment Available Wheel Loaders Motor Graders Telehandlers
Tracked Loaders
Wheel Loaders
Motor Graders
Telehandlers
Site Dumpers
Articulated Dump Haulers
Backhoes
Skid Steers
Track Excavators
Wheeled Excavators
Dozers

9. Contract Details
Pricing: Master Agreement pricing reflects discounts off the most current Manufacturer Suggested Retail Price.
Lease/Purchase: Lease/Purchase is an option under this contract. Refer to your state’s Participating Addendum for specific leasing details and requirements.
Shipping Terms: FOB Destination, freight pre-paid add to the invoice as separate line item. AK and HI, Shipping is FOB Destination, freight pre-paid and added to the invoice to the nearest port in the contiguous United States.

10. Awarded Vendors Contract Number Contact Name Contact Phone/ Email
OK-SW-192
Tony Simpson
Randy Fuss
Richard Murga
Wayne Crow

11. Participating Addendum (PA) Considerations
If a state allows, the Terms and Conditions provide for PA’s to survive the expiration date of the Master Agreement. Therefore, it is recommended that the PA include an expiration date.
Some dealers may offer seasonal incentive, over-stock or multi-unit discounts
Master agreements allow for lease/purchase of equipment; terms of lease/purchase should be specified in the PA.
Authorized dealers should be identified in the PA.

12. Questions? Contract Lead: Jennifer McCaulla Oklahoma
Phone(405) .

13. Participating Addendum
PROCESS

14. Participating Addendum Process
All 50 states and The District of Columbia have executed the Memorandum Of Agreement allowing them to be eligible to use any
NASPO ValuePoint cooperative Master Agreement. 14

15. Participating Addendums
Through the Participating Addendum States/Entities may:
Select Contractors
Include their own State Administrative Fee
Include required (unique) terms and conditions
Identify options for States or their political subdivisions
Request state-specific reporting or other requirements

16. Consider a Strategic Approach When Selecting Contractors
ValuePoint’s practice is to award to multiple suppliers in order to provide sufficient coverage for all states, allow states selection options to complement embedded base goods/services and compatibility, and allow selection of suppliers near to or resident in your states.
You may join all contracts for a
particular portfolio
or select from the awardees as you choose.

17. A Sourcing Strategy may include
Market Analysis
Needs Analysis
Match Market & User Needs
Determine Souring Method
Risk Analysis
Measure Performance
Spend Analysis

18. Spend Analysis Spend Analysis
Spending by agencies & to suppliers –fragmentation or leakage?
Quantities – current and forecasted
Current and historic pricing
Other market related costs
Cycles, Frequencies, and Trends
Is there potential for reduction, substitution, consolidation, demand management?
Leverage your total spend volume
Spend Analysis

19. Needs Analysis Needs Analysis What do users need now and future?
Does product or service need to improve or change?
Is it possible to create a better user experience?
What does success look like? Define, document and report.
Business objective alignment
Improve order/delivery?
Consider developing a state specific core list to reflect high-usage items to leverage better prices for the things you buy most often
Needs Analysis

20. Market Analysis Market Analysis
Who’s in the market, leading and weak suppliers?
ValuePoint suppliers are world class
Would they work for you?

21. Smart Sourcing via ValuePoint Contracts
You can sign PAs with all ValuePoint suppliers
Some suppliers offer additional price concessions if you sign exclusively with them
You can leverage all of your spend with one or a few suppliers
No. Create your own market basket or SOW and ask ValuePoint suppliers to price those items/services only
Sign a PA with the supplier(s) who offers the best prices for what you actually buy
Do you need everything offered under a Master Agreement? OR

22. Consider Holding a Bake Off
To fine tune for specific project work, you may choose all or several master agreement holders to give you a secondary proposal on your specific project and select the best proposal to sign a PA with. As long as the process does not diminish the master agreement terms and is within the scope of the award, you are free to consider the strength of the team, cost, and other factors relevant to your selection process to get the best match for your specific project.
Advantages
Doubly strong competition
Best fit possible for your state 
A fraction of the resources needed to bid it yourself

23. Business Scan Legal Scan Political Scan Risk Mitigation
Before using any cooperative’s contracts or signing any PA, we recommend you conduct three scans

24. Participating Addendum Process
Every legally eligible entity in the state can participate
State signs a PA for the entire state
Every legally eligible non-state entity can participate
State signs a PA for non-state entities
Political subdivisions wishing to participate may contact the ValuePoint Education & Outreach Team who will contact the STATE CHIEF PROCUREMENT OFFICIAL asking for approval for that entity to sign their own Participating Addendum.
Individual entity PA adopted with CPO Approval
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. 24

25. Participating Addendum Document
Model PA Documents located under each contractor.
We encourage everyone to use this form as the starting document.
Don’t attach your standard boiler.
Only add terms and conditions specific to your state and NOT already included in the Master Agreement.
If you use your own form of PA, please ensure all the terminology is correct and current and there are no conflicts with the terms and conditions of the Master Agreement.

26. Participation Opportunity #1
Step by Step: Entire State
5. State sends fully executed copy to both contractor and ValuePoint at
Contractor signs PA and sends back to state for signature.
4. State completes the draft PA 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.
3. State Chief Procurement Officials (or designated representative) will be the signatory on the PA They will also be the NASPO ValuePoint point of contact throughout the process.
2. 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.
1. States will contact contractors directly to begin the Participating Addendum process.
Participating Addendum templates are available at
Executed Participating Addendum will be maintained in a repository.

27. Participation Opportunity #2
Step by Step: Non State Entities
6. Entity sends fully executed copy to both contractor and NASPO ValuePoint at
5. Contractor signs Participating Addendum and sends back to entity for signature.
4. 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.
3. NASPO ValuePoint will both contractor and entity with the permission from Chief Procurement Official to proceed to complete the Participating Addendum.
2. NASPO ValuePoint will State Chief Procurement Officer requesting approval for the entity to execute a PA.
1. 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.
Participating Addendum templates are available at
Executed Participating Addendum will be maintained in a repository.

28. PA Process Flow Chart

29. Do not forward to NASPO ValuePoint.
State Executed vs
Polysub Executed PA’s
If a state has executed a Participating Addendum that allows for Political Subdivision’s to conduct purchases, NASPO ValuePoint discourages individual entities and contractors from executing a separate or additional Participating Addendum.
If a Political Subdivision needs to execute a separate contractual document, that contractual document should be maintained at the political subdivision level.
Do not forward to NASPO ValuePoint.

30. 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. 30

31. QUESTIONS?
Contact the Lead State
or our NASPO ValuePoint Cooperative Development Coordinator
if there are any questions about our expectations!
*Tim Hay
NASPO ValuePoint Cooperative Development Coordinator
(503)
* NASPO ValuePoint Contact for these Master Agreements. 31

32. Thank You!