APRIL 3-6, 2013, LONG BEACH, CA

APRIL 3-6, 2013, LONG BEACH, CA APRIL 3-6, 2013, LONG BEACH, CA - Start

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APRIL 3-6, 2013, LONG BEACH, CA




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Presentations text content in APRIL 3-6, 2013, LONG BEACH, CA

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APRIL 3-6, 2013, LONG BEACH, CA

Cooperative Purchasing Programs

APRIL 3-6, 2013, LONG BEACH, CA

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This material is presented by CASBO Southern Section Purchasing Professional Council as information for school districts, county offices of education, and community college districts. It has not been reviewed by State CASBO for approval, and therefore, is not an official statement of CASBO.Content is provided for informational purposes only. All legal documents and opinions should be discussed and approved by the individual entity’s legal counsel.

Cooperative Purchasing Programs

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Piggyback BidsState ContractsCooperative Purchasing Groups

Cooperative Purchasing Programs

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Definition of Piggybacking:A procedure of procuring materials, supplies or equipment by utilizing another public entity’s award of an Invitation to Bid or Request for Proposal.

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Legal Basis for Piggybacking:Public Contract Code Section 20118

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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In order for a bid to be piggybackable:The original bid by the awarding agency must contain a piggyback clauseThe awarded vendor must agree that your agency can piggyback on the contract

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Steps to follow for successfully participating (piggybacking) on another agency’s bid:Contact the awarding agency and have them forward you a copy of their bid documentsVerify the Terms and Conditions meet your district’s requirements.Verify the bid was advertised and awarded legally

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Steps to follow for successfully participating (piggybacking) on another agency’s bid:Verify the bid is still valid (check expiration date and possible contract renewals)Verify that it’s in the best interest of your districtTake to your Board for approval

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Other Considerations: - bonds - payment process - using a piggyback clause in your district’s bids - annual blanket board approval for use of piggyback bids and other cooperative purchasing contracts

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Sample piggyback clause:Other school districts and public agencies may purchase under this bid at the same prices, terms and conditions stated in these bid documents, at the discretion of the successful bidder.Agencies participating in this bid shall be responsible for obtaining approval from their approving body of authority when necessary and shall hold the (School District/Public Entity Name) harmless from any disputes, disagreements or actions which may arise as a result of using this bid.The (School District/Public Entity Name) waives its right to receive payment, and authorizes each district to make payment and place orders directly to the successful bidder.

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Pros: - time constraints - smaller districts - unfamiliar with product/technologyCons: - may get better deal with own bid

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Can you piggyback on an RFP (Request for Proposal) for services?Can you piggyback on an E-Rate bid?Can you piggyback on a construction bid?

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Can you purchase through a bid that was not done in your county or state?CA Govt. Code 6500 defines “public agency” as including the federal government and other states/agenciesCheck bid conditions for geographical limitationsCheck with your own legal counsel and/or County Office of Education

Piggyback Bids

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Legal Basis for utilizing State Contracts:Public Contract Code Sections 10298 and 10299

State of California Contracts

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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State Contracts are also termed Leveraged Procurement Agreements (LPAs)State of California Procurement Division website for LPAs:http://www.dgs.ca.gov/pd/Programs/Leveraged.aspx

State of California Contracts

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Types of State Contracts:California Multiple Award Schedule (CMAS)Western States Contracting Alliance (WSCA)Statewide Commodity Contracts

State of California Contracts

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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California Multiple Award Schedule (CMAS)http://www.dgs.ca.gov/pd/Programs/Leveraged/CMAS.aspxPCC 10298 and 10299 authorizesNot competitively bid by State of CA, but based on a bid awarded on the Federal General Services Administration (GSA) scheduleLocal agencies no longer pay fees to CMASProcess to utilize a CMAS contractServices excluded from the CMAS program

State of California Contracts

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Western States Contracting Alliance (WSCA)http://www.dgs.ca.gov/pd/Programs/Leveraged/wsca.aspxhttp://www.aboutwsca.orgUses a “lead state” model in issuing cooperative solicitationsAvailable to all State of CA governmental entitiesWhen searching for contracts, recommend using the State of CA DGS website, to ensure that CA has elected to participate in a particular contract

State of California Contracts

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Statewide Commodity Contractshttp://www.dgs.ca.gov/pd/Programs/Leveraged/contracts.aspxCA DGS Procurement Division administers contracts for use by State and Local government agenciesContracts are developed through competitive biddingCheck each contract’s user instructions to determine if contract is available to local government agencies and if fees to DGS Procurement Division apply

State of California Contracts

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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CalSAVEhttp://calsave.orghttp://www.aepacoop.orgOperated by Monterey County Office of EducationProvides competitive piggybackable bids for use by California K-12 education and other public agenciesOften utilizes AEPA bids (national organization)Focus is on technology and instructional materials

Other Cooperative Purchasing Groups

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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U.S. Communitieshttp://www.uscommunities.orgBids issued by Lead Public Agency on behalf of U.S. Communities and 90,000 public agenciesBid solicitations are advertised nationallyParticipating agencies must register with U.S. CommunitiesWide variety of contracts available

Other Cooperative Purchasing Groups

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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The Cooperative Purchasing Network (TCPN)http://www.tcpn.orgBids issued by Lead Public AgencyBid solicitations are advertised nationallyParticipating agencies must participate via agreement with TCPN terms and conditions

Other Cooperative Purchasing Groups

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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National Intergovernmental PurchasingAlliance Company (National IPA)http://nationalipa.orgBids issued by Lead Public AgencyAgencies complete a participation form and are assigned an NIPA Participating Agency number

Other Cooperative Purchasing Groups

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013

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Questions?Thank You!

Cooperative Purchasing Programs

CASBO ANNUAL CONFERENCE & SCHOOL BUSINESS EXPO 2013


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