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Commercial Card Solutions #00612 Webinar February 24, 2014 Cathy Moxley, CPPB Contract Consultant Lead State - Washington.

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Presentation on theme: "Commercial Card Solutions #00612 Webinar February 24, 2014 Cathy Moxley, CPPB Contract Consultant Lead State - Washington."— Presentation transcript:

1 Commercial Card Solutions #00612 Webinar February 24, 2014 Cathy Moxley, CPPB Contract Consultant Lead State - Washington

2 Commercial Card Solutions Lead State - Washington Overview of previous contract o Led by the State of California o MSA o Extended thru April 18, 2015 to facilitate completion and transition to new replacement contract. o Included 1 category-Purchasing Card o Contract was awarded to 1 vendor-US Bank 2

3 Commercial Card Solutions Lead State - Washington Extensive stakeholder work was done Kickoff meeting with the Industry took place The Sourcing Team met routinely and as needed via webinar or teleconference. Most, if not all Sourcing Team members had at least 1 SME (subject matter expert)who assisted them with the needs and specific requirements for their state. 3

4 Commercial Card Solutions Lead State - Washington Sourcing team members for new Contract o Doug Richins, Richard Carlson, and Tim Hay, WSCA-NASPO o Cathy Moxley, Neva Peckham, and Kathie Collins-Washington (Lead State) o Julie Matthews-California o Kim Perondi-Nevada o Susan Kahle-Minnesota o Kevin White-Washington o Mark Parry-Utah o David Wisniewski-Arizona o Tim Hay-Oregon 4

5 Commercial Card Solutions Lead State - Washington Overview of new contract WSCA-NASPO #13wn-2006 o Competitively solicited under Washington State RCW o Solicitation posted to Washingtons Electronic Bidding System ( WEBS) on November 7, 2012 o Pre Bid was held November 27, 2012 o Bid closed January 24, 2013 o Category 1( 4 bids)-Purchasing card, Travel card, One card, & Declining Balance card. Category 2 (3 bids)Fleet Card o Awarded April 23, 2013 o No protests were received o Initial term is January 1, 2014 through December 31,

6 Commercial Card Solutions Lead State - Washington Evaluation Process Pass/Fail elements included: Initial Determination of Responsiveness Evaluation Team determined the bidders ability to perform the mandatory and mandatory scored skills listed in the solicitation. Sourcing Team members received assistance from subject matter experts from their state. Bidders who passed these elements went on to be further scored. Only 1 bidder was eliminated at this point (Com Data) 6

7 Commercial Card Solutions Lead State - Washington Scoring Breakdown Category 1 had a point total possibility of 995 Category 2 had a point total possibility of 994 Technical abilities were validated at an oral demonstration in Seattle February 19-21, Scoring CategoryCategory 1- Purchasing Card Category 2-Fleet Card References 25 Technical/Business Cost500400

8 Commercial Card Solutions Lead State - Washington Scoring Totals Category points possible 8 BidderTechnical/Business 495 pts. possible Cost 400 pts. possible Total Points Achieved US Bank JP Morgan Bank of America

9 Commercial Card Solutions Lead State - Washington Scoring Totals Category points possible 9 BidderTechnical/Business 594 pts. possible Cost 400 pts. possible Total points Achieved US Bank/Voyager WEX

10 Commercial Card Solutions Lead State - Washington US Bank Category 1: Rebates 10 Incentive Share Incentive Share DescriptionRebate BPSPaid 1Sales Volume130Quarterly 2Prompt Payment Incentive45 (1 per day) Quarterly 3Large ticket transactions75Quarterly 4WSCA-NASPO Annual Sales Volume 45Annually

11 Commercial Card Solutions Lead State - Washington US Bank/Voyager Category 2: Rebates 11 Incentive Share Incentive Share DescriptionRebate BPSPaid 1Sales Volume130Quarterly 2Prompt Payment Incentive45 (1 per day) Quarterly 3WSCA-NASPO Annual Sales Volume $50,000,000 - $100,000,000 $100,000,001 - $300,000,000 $300,000,001 - $500,000,000 $500,000,001 - $1,000,000, Annually

12 Commercial Card Solutions Lead State - Washington Supplier Contract Benchmark Report was completed by KPMG, LLP in Targeted States: Florida Indiana Michigan Missouri New Jersey Ohio Pennsylvania Texas Vermont Wisconsin Idaho Oregon 12

13 Commercial Card Solutions Lead State - Washington KPMG Benchmark Perspective was based on 2011 P-Card spend through the WSCA-NASPO contract led by California Overall, WSCA-NASPOs total estimated rebate for the new contract was better than any of the targeted states WSCA-NASPOs rebate was capped at 130 bps or 1.3% regardless of annual spend volume which was lower than the target states however, they receive an additional 45 bps or.45% for annual spend volume greater than or equal to $500MM. This makes them 2 nd highest to all the target states. WSCA-NASPO has the highest rebate for Large Ticket Rebate at 75 bps or.75%, regardless of spend volume. 13

14 Commercial Card Solutions Lead State - Washington Intent to Participate: o 8 states submitted Intent to Participate forms. o 4 states are currently working on their Participating Addendums ( Oregon, California, Utah, Minnesota) o 1 PA is complete (Washington State) 14

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16 2013WSCA-NASPO PA Process16 PA Process All 50 states and The District of Columbia have executed the NASPO Cooperative MOA, allowing them to be eligible to use any WSCA-NASPO cooperative Master Agreement

17 2013WSCA-NASPO PA Process17 Opportunities for Participation Three Options for Participation 1. State signs a Participating Addenda for entire state Every legally eligible entity in the state can participate 2. State signs a Participating Addenda for non state entities Every legally eligible entity that is not a STATE agency can participate 3. State does not sign a Participating Addenda Political subdivisions wishing to participate may contact the WSCA-NASPO Cooperative Development Coordinator (WNCDT) 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.

18 Step by Step: Participating Addendum templates are available on each Master Agreement page on 1.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. 2.State Chief Procurement Officials (or designated representative) will be the signatory on the Participating Addendum. They will also be the WNCDT point of contact throughout the process. 3.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. 4.Contractor signs Participating Addendum and sends back to state for signature. 5.State sends fully executed copy to both contractor and WNCDT at Executed Participating Addendum will be maintained in a 2013WSCA-NASPO PA Process4

19 Step by Step: Same Process as Opportunity #1 Participating Addendum templates are available on each Master Agreement page on 1.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. 2.State Chief Procurement Officials (or designated representative) will be the signatory on the Participating Addendum. They will also be WNCDT point of contact throughout the process. 3.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. 4.Contractor signs Participating Addendum and sends back to state for signature. 5.State sends fully executed copy to both contractor and WNCDT at Executed Participating Addendum will be maintained in a repository. 2013WSCA-NASPO PA Process5

20 Step by Step: Participating Addendum templates are available on each Master Agreement page on 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 2.WNCDT will State Chief Procurement Officer requesting approval for the entity to execute a Participating Addendum. 3.WNCDT will both contractor and entity with the permission from Chief Procurement Official to proceed to complete the Participating Addendum. 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. 5.Contractor signs Participating Addendum and sends back to entity for signature. 6.Entity sends fully executed copy to both contractor and WNCDT at Executed Participating Addendum will be maintained in a repository. 2013WSCA-NASPO PA Process6

21 2013

22 WSCA-NASPO PA Process22 1. Executed Participating Addendum will be maintained on and in a repository. 2. Participating states and entities will be identified on the map of the USA on each Master Agreement page on 3. A link to Lead States Website will be available on each Master Agreement page on 4. Contractors are encouraged to create and maintain state and/or entity specific web pages on their main Master Agreement website.

23 2013WSCA-NASPO PA Process23 Thank You Please let WSCA-NASPO know if we can be of any assistance: *Tim Hay, WSCA-NASPO Cooperative Development Coordinator Doug Richins, WSCA-NASPO * WSCA-NASPO Point of Contact for these Master Agreements.

24 Questions? Cathy Moxley, CPPB Contracts Consultant, Washington State Department of Enterprise Services, Contracts & Legal Services Division. Phone: (360) ; Or- Kathie Collins, Contracts Specialist, Washington State Department of Enterprise Services, Contracts & Legal Services Division. Phone: (360) ; Tim Hay, WSCA-NASPO Cooperative Development Coordinator. Office Phone: (503) ; 24


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