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Agenda 09/27/2016 Item #16E 5 16.E.5 09/27/2016 EXECUTIVE SUMMARY Recommendation to authorize the County Manager and staff, in accordance with the County's Procurement Ordinance 2013-69 as amended, to use the allowable Federal GSA schedules (ex: Schedule 70 and 1122 Program), the State of Florida Contracts, Agreements and Price Lists, competitively solicited contracts by US Communities, Western States Contracting Alliance, National Intergovernmental Purchasing Alliance (NIPA), National Joint Powers Alliance (NJPA) public purchasing consortiums, competitive solicitations from State of Florida cities, counties, school districts and other public municipalities (i.e., Sheriffs Association; Transit Consortium Bus Procurement Contract; Library Purchasing Cooperative Consortium) for the efficient purchase of goods and services for the delivery of public services and for which funds were approved in operating budgets; and authorize the County Manager or their designee to sign user agreements or contracts associated with these purchases. OBJECTIVE: To obtain an efficient and effective approval process for utilizing pre-established competitive contracts for the purchase of goods and services that are included in operating department budgets. CONSIDERATIONS: Per Section 18 of the County's Procurement Ordinance 2013-69, as amended by 2015-37 (Standardization, Cooperative Purchasing Organizations and Governmental Contracts), and in an effort to secure the effective and efficient procurement of goods and services, Procurement Services Division staff recommends the use of contracts, agreements and price lists that have been competitively solicited through the consortiums or public agencies as described in the above caption. The Federal Government has passed the "E-gov Bill" allowing state and local governments to make purchases using the GSA Schedule 70 for Information Technology needs. The Federal GSA contracts offer public agencies products and services for the lowest guaranteed prices at the terms and conditions established by the government. The State of Florida, Department of Management Services, Division of State Purchasing administers statewide contracts and agreements for use by Florida State agencies, local governments, educational institutions, and other entities as defined in 60A-1.005, Florida Administrative Code. Statewide contracts and agreements enable eligible users to pool their buying power to lower total costs and reduce administrative burden while complying with Chapter 287 Florida Statutes governing the purchase of products and services. Statewide contracts and agreements include state term contracts (STC), alternate contract sources (ACS), state purchasing agreements (SPA), RESPECT agreements, PRIDE agreements and Insurance Coverage Program agreements. Florida Statute Section 163.01, known as the Florida Interlocal Cooperation Act of 1969, permits local governmental units to make the most efficient use of their powers by enabling them to cooperate with other public agencies on a basis of mutual advantage and thereby provide services and facilities in a manner and pursuant to forms of governmental organization that will accord best with geographic, economic, population, and other factors influencing the needs and development of local communities. That is, a Florida public agency may exercise jointly with any other public agency of the State, of any other state, or of the United States Government any power, privilege, or authority that such agencies share in common and might exercise separately. I Packet Pq. 1426 16.E.5 09/27/2016 Purchasing cooperatives such as: US Communities, Western States Contracting Alliance, National Intergovernmental Purchasing Alliance (NIPA), and National Joint Powers Alliance (NJPA), and others, have a number of advantages, including, but not limited to: • Aggregated buying power of public agencies; • Solicitations are in fact competitive in the market with pricing offered being the guaranteed lowest for the commodity or service; • More favorable terms to the County with respect to freight, shipping, service and warranties, etc; • Streamlined processes for both Purchasing and operating staff; • Generally, more timely buying event; and • More streamlined processes for vendor community. Attached is a sample of some heavily utilized purchasing cooperative sites for reference only and is not to be deemed all inclusive. The solicitation process for these contracts generally entails: • A public agency recommends a product, service or solution; • A well recognized and full service government agency serves as the Lead Public Agency. The Lead Public Agency prepares and issues a competitive solicitation on behalf of the thousands of public agencies • The solicitation is advertised nationally. • The solicitation includes language allowing all states, local governments, school districts, and higher education institutions, other government agencies and nonprofit organizations to use or "piggyback" on the contract. • The Lead Public Agency and public procurement professionals evaluate submitted proposals and make recommendation for award; • The Lead Public Agency monitors and evaluates supplier performance with feedback from the states, local governments, school districts, and higher education institutions, other government agencies and nonprofit organizations. While there are broad contracts in place, there is a clause whereby the vendor is obligated to follow the agencies' standard purchase order terms and conditions-that is, the vendor would be required to follow Collier County's purchase order terms and conditions. These agreements leverage the purchasing power of the Federal government and the State of Florida, including its subagencies, municipalities, and counties to provide best value pricing. A list of the types of purchases that can be made is attached. Procurement Services Division staff recommend the use of these agreements for local funded purchases (and limited and approved grant related purchases), and is requesting Board approval to utilize the aforementioned purchasing agreements for fiscal year 2017 with no further action by the Board as long as operating departments have budgeted for the goods and services obtained from these agreements and authorize the County Manager or designee to sign user agreements or contracts associated with these purchases. FISCAL IMPACT: Operating departments have accounted for expenses in their fiscal year 2017 budgets for the procurement of goods and services for delivering public services using these agreements. GROWTH MANAGEMENT IMPACT: There is no Growth Management Impact associated with I Packet Pq. 1427 1 6.E.5 09/27/2016 this Executive Summary. LEGAL CONSIDERATIONS: This item has been reviewed by the County Attorney's Office. The current Procurement Ordinance provides that in authorizing purchases under these types of agreements, the Procurement Services Director must determine that the terms and conditions of the purchase are budgeted and the use of a cooperative purchase agreement is in the best interests of the County. The Procurement Director shall review these Government Contracts seeking the most favorable terms for each intended purchase. With that understanding, this item is approved as to form and legality, and requires majority support for approval.-SRT RECOMMENDATION: That the Board of County Commissioners authorizes the County Manager and designees to use the Federal GSA schedules (i.e., Schedule 70 and 1122 Program), the State of Florida Contracts, Agreements and Price Lists, competitively solicited contracts by US Communities, Western States Contracting Alliance, National Intergovernmental Purchasing Alliance (NIPA), National Joint Powers Alliance (NJPA) public purchasing consortiums, competitive solicitations from State of Florida cities, counties, school districts, and other public municipalities (i.e., Sheriffs Association; Transit Consortium Bus Procurement Contract; Library Purchasing Cooperative Consortium) for the efficient purchase of goods and services for the delivery of public services and for which funds were approved in operating budgets; and authorizes the County Manager or the designee to sign user agreements or contracts associated with these purchases. Prepared by:Allison Kearns, Interim Procurement Director, Procurement Services Division ATTACHMENT(S) 1. 1_Section 18 Cooperatives (PDF) 2.2_2015 List of Cooperative Purchases (PDF) 3. 3_Cooperative Site Samples (PDF) I Packet Pg. 1428 16.E.5 09/27/2016 COLLIER COUNTY Board of County Commissioners Item Number: 16.E.5 Item Summary: Recommendation to authorize the County Manager and staff, in accordance with the County's Procurement Ordinance 2013-69 as amended, to use the allowable Federal GSA schedules (ex: Schedule 70 and 1122 Program), the State of Florida Contracts, Agreements and Price Lists, competitively solicited contracts by US Communities, Western States Contracting Alliance, National Intergovernmental Purchasing Alliance (NIPA), National Joint Powers Alliance (NJPA) public purchasing consortiums, competitive solicitations from State of Florida cities, counties, school districts and other public municipalities (i.e., Sheriff's Association; Transit Consortium Bus Procurement Contract; Library Purchasing Cooperative Consortium) for the efficient purchase of goods and services for the delivery of public services and for which funds were approved in operating budgets; and authorize the County Manager or their designee to sign user agreements or contracts associated with these purchases. Meeting Date: 09/27/2016 Prepared by: Title: Procurement Specialist—Procurement Services Name: Adam Northrup 08/26/2016 3:59 PM Submitted by: Title: Interim Procurement Director—Procurement Services Name: Allison Kearns 08/26/2016 3:59 PM Approved By: Review: Administrative Services Department Pat Pochopin Level 1 Division Reviewer Completed 08/26/2016 4:48 PM Procurement Services Lissett DeLaRosa Level 1 Purchasing Gatekeeper Completed 08/29/2016 9:15 AM Procurement Services Adam Northrup Level 1 Purchasing Reviewer 1-4 Completed 09/02/2016 4:05 PM Administrative Services Department Len Price Level 2 Division Administrator Review Completed 09/14/2016 11:45 AM County Attorneys Office Scott Teach Level 2 Attorney Review Completed 09/14/2016 2:56 PM County Attorney's Office Jeffrey A.Klatzkow Level 3 County Attorneys Office Review Completed 09/14/2016 3:38 PM Office of Management and Budget Valerie Fleming Level 3 OMB Gatekeeper Review Completed 09/15/2016 8:20 AM Office of Management and Budget Laura Wells Level 3 OMB 1st Reviewer 1-4 Completed 09/15/2016 10:46 AM County Manager's Office Nick Casalanguida Level 4 County Manager Review Completed 09/18/2016 10:25 PM Board of County Commissioners MaryJo Brock Meeting Pending 09/27/2016 9:00 AM I Packet Pg. 1429 16.E.5.a Collier County Procurement Ordinance 2013-69 as Amended Excerpt SECTION EIGHTEEN: Standardization, Cooperative Purchasing Organizations and Governmental Contracts A. Where standardization is determined to be desirable by the Board of County N Commissioners or included in the Procurement Manual, the purchase of commodities may be made by negotiation with the approval of the purchase by the Board in accordance with Section 9; or if under the Formal Competitive Threshold, with approval of the purchase by the Procurement Services Director. B. Annually, the Board of County Commissioners will approve a list of authorized L a purchasing cooperative organizations and governmental schedules and contracts. The °o Procurement Services Director may approve purchases using these approved cooperative r- organizations, agreements and contracts with no further action required by the Board providing } that funds have been budgeted for these specific purposes. u_ Additionally, the Procurement Services Director may join other public agencies in cooperative co purchasing organizations and/or agreements if is determined to be in the County's best interest, CU and if the consortium agreement has not had prior Board approval. The use of any new cooperative agreement must be approved by the Board prior to the use of the agreement. cr) o_ co C Ql cn Ca I Packet Pg. 1430 I .c (sioei4uo3 ani}eiadoo3 LIAl : 9681„) sesetaoJnd engge.Ledoo3 jo is!1 S60Z Z .;uatuLgoe}}y r II. Tx co cis a; t',•. . c.) 0 a) U C co U - •C Co C) a) a , U co U c c q. coa) U ca OQ O Q U a) > C V J a C a) To c �, Q .U C C C) 1.. ° a) a) L E o ) x Cl) ° L J C C.) 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O C C CO Oa C U C C 0 C N C C co U t..++ •.0 'o c Q n a N Z o a) 0 a O cn co "a 0 0 ` co up C 0 Q w . r ..- O a N •2 C N O a) co •� O -C a s C C C +'a) 00 a a) a) O U O-ca. .— 'C 0 C 2 a a) co cw,� -a m v ° co E E m ° `a3 =a 7c2 .° o a) co o c`a c°n n as d) m cn « o CD 4....II ~U(13 — O U C .0 0 'a c = Q' to ••V co C c CO Q O- O U N = 0. �� tl CD N > co 6 O 0 0 0 a L ° 0 ° c0n a) O cr C co 4- U a c , C C -a co a co C C p E cin .1- ;� 03 co O` O c9 N " co U TiU O C O co o N 'O ` E co O cu Q a ..� C Q �0- C to L 7 a) - - .•`. o "= C .2 N a O C Q? 5 +_ 0 0 co O - a) a = E a 0 aa) a�°i a�>i o o .0 a� c ° C o ao-' o •`°-n = 2 o c`o C aQ :� co = WWW d :E :E E0LLO co U � :E EQ :ELL c W W oCUd Collier County Cooperative Purchasing Sites September 2016 FEDERAL GSA – SAMPLE (As of 6/2/2016) STATE OF FLORIDA CONTRACTS AND AGREEMENTS – SAMPLE RESULTS (As of 6/2/16) FLORIDA SHERIFFS ASSOCIATION – SAMPLE RESULTS (As of 6/2/16) US COMMUNITIES – SAMPLE RESULTS (As of 6/2/16) NATIONAL ASSOCIATION OF STATE PROCUREMENT OFFICERS / WESTERN STATES ALLIANCE (WSCA) – SAMPLE RESULTS (As of 6/2/16) NATIONAL IPA – SAMPLE RESULTS (As of 6/2/16) NATIONAL JOINT POWERS ALLIANCE (NJPA) – SAMPLE RESULTS (As of 6/2/16)