1. eMARS User Group Meeting Don Speer

2. ETHNIC MINORITY BUSINESS SMALL PURCHASES 2

3. Purpose & Goal To assist the Governor’s Office of Minority Empowerment (GOME) in increasing ethnic minority participation in the procurement process by increasing their opportunities. 3

4. Measures of Success Success = Minority business registration in eMARS Quotes issued to ethnic minority businesses Quotes received from ethnic minority businesses Number of contracts with ethnic minority businesses Dollars spent with ethnic minority businesses 4

5. Implementation Implementation will occur February 1, 2013. Agencies utilizing their Small Purchase Authority in excess of their one quote limit will solicit at least one quote from an ethnic minority vendor. (Does not apply to construction.) Agencies will locate ethnic minority vendors via eMARS and/or the SMALL BUSINESS CONNECTion database. Agencies will document award on Request for Quote Determination & Finding (RFP D&F). 5

6. Ethnic Minority Definition The term "minority" means African-American; Hispanic American, Asian Pacific American; Subcontinent Asian American or Native American. 6

7. Small Purchase Authority Quotations Required for Commodity and Service Purchases – FAP111-55-00 7 Agency Small Purchase Limit One Quote Request for Purchases Equal to or Less Than At Least Three Quotes Requested or Posted to the Commonwealth’s e- Procurement Web Site if Between $1,000 N/A $3,000$1,000$1,000 and $3,000 $5,000$3,000$3,000 and $5,000 Higher than $5,000$5,000Over $5,000

8. Locating Ethnic Minority Vendors There are two methods of locating ethnic minority vendors in eMARS: 8 1. Create a RFQ and select vendors through the Vendor Rotation tab 2. VENDCMBT table search

9. Locating Ethnic Minority Vendors Create a RFQ. On the Vendor Rotation screen: 1.Enter or search for the appropriate commodity 2.The Append Vendor List field should be selected 3.In the Business Type field, type B060 or click the arrow to display the various business types. 4.In the Quantity Business Type field, enter the number of businesses desired. 5.Click on Load Vendor Rotation. 9 METHOD 1 - RFQ Process

10. Locating Ethnic Minority Vendors 10 2. Keep Checked 4. Enter # of businesses desired 5. Click Load Vendor Rotation 1. Enter Commodity Code 3. Enter/select Business Type

11. Locating Ethnic Minority Vendors In the Business Type ID field you may enter B060 or enter B06* and click Browse to view only the ethnic minority types. Select B060 or select up to 4 specific ethnic minority Business Types. 11

12. Locating Ethnic Minority Vendors The vendors matching the business type & commodity selected on the Vendor Rotation screen are populated in the Vendor List. 12 Other vendors may also be added. In the example, The Strong Group was added.

13. Locating Ethnic Minority Vendors VENDCMBT is a new table in eMARS On the VENDCMBT table search enter B060,B061,B062,B063,B064,B065,B066,B067 in the Business Type ID field. Enter a commodity code in the commodity Code field A list of Vendor/Customer numbers for businesses that have registered for those business types and commodity will return. 13 METHOD 2 – VENDCMBT Table Search

14. VENDCMBT Table Search Example 14

15. Procedure – RFQ vs. Email/Fax Agencies may choose to complete the RFQ process through SRW & EV to complete award OR request quotes from the vendors via email or fax & complete stand- alone award 15

16. PROCEDURE 1 - RFQ Process Agencies choosing to complete the RFQ process shall: –Must finalize the RFQ including specifications, terms & conditions. Submit and approve at the agency level. The RFQ will post to VSS. The vendors listed on Vendor Rotation will receive an email. RFQ’s may be posted for less than 7 days. –After the RFQ closing date, enter responses using the SRW. Create a SRW for each response. If no response is received for a vendor enter No Response on the SRW. 16

17. PROCEDURE 1 - Vendor Response 17 1. Access the Procurement workspace and click Enter Bid Response 2. Click on the Solicitation Response Wizard (SRWZRD)

18. PROCEDURE 1 - Vendor Response 18 Required Information Document Code Department Document ID Vendor ID Click Create Response

19. PROCEDURE 1 - Vendor Response 19 Complete the Response Summary Section Required Information Response Date Response Time

20. PROCEDURE 1 - Vendor Response 20 Complete the Commodity Response Section Required Information Price Validate, Submit and Approve the SRW

21. PROCEDURE 1 - Evaluation Copy Forward from the RFQ to create the EV. 21 Clicking on the Load Responses link will bring all Solicitation Responses into the EV.

22. PROCEDURE 1 - Evaluation 22 Attach a RFQ Determination & Finding (D&F) located on the Office of Procurement Services website. http://finance.ky.gov/offices/controller/Pages/ops.aspx

23. PROCEDURE 1 - Evaluation 23 Choose Award by Total section to award all items to the selected bidder.

24. PROCEDURE 1 - Contract Award Generate the award from the Document Creation section of the EV header. Create a PO/PO2 (or CT/CT2 - FAC & KYTC only) contract document from the EV. 24

25. PROCEDURE 2 - Email/Fax Process Agencies choosing to complete the Email/Fax process shall: –Send either the RFQ or an agency form containing specifications and terms & conditions to all selected vendors including the ethnic minority vendors identified through the RFQ or VENDCMBT search. –After the closing date, create a RFQ Determination & Finding (D&F) located on the Office of Procurement Services website. http://finance.ky.gov/services/eprocurement/Pages/default.aspx http://finance.ky.gov/services/eprocurement/Pages/default.aspx 25

26. PROCEDURE 2 - Email/Fax Award Create a PO, PO2 or PRC (CT/CT2 – FAC & KYTC only) using one of the newly established cited authorities, KRS45A.100-RFQ(M)-G or KRS45A.100-RFQ(M)-S, and include all specifications and terms & conditions. Attach the D&F to the PO, PO2 or PRC. 26

27. Determination & Finding 27 The RFQ D&F must include: –RFQ issue date and RFQ due date –Names, addresses and contact information for solicited vendors –Indication of which vendors are ethnic minority vendors –All prices quoted –A comment if no minority vendors were available –Justification for award

28. Determination & Finding Example 28

29. Alternate Method to Locate Vendors Locate minority vendors on the SMALL BUSINESS CONNECTion database https://secure.kentucky.gov/sbc/database.aspx https://secure.kentucky.gov/sbc/database.aspx –Under Certification Type, select the 2 nd option called “All Businesses in our database that are minority-owned or disadvantaged (third party certified or self-certified)” –You can narrow your search by also adding a keyword, company name, or NIGP code. –Only minority-owned businesses may be selected. Women-owned businesses included in this certification type will not count as minority vendors. 29

30. Alternate Method to Locate Vendors 30

31. Alternate Method to Locate Vendors 31

32. Alternate Method to Locate Vendors 32 Enter the Commodity Code that is being used on RFQ, PO, CT or Payment to narrow search. For this example using 03778 (Souvenirs: Promotional, Advertising, etc.)

33. Alternate Method to Locate Vendors Select at least one minority vendor who can reasonably supply the commodity or service. Open the selection to verify MBE status. 33

34. Verify MBE Status Each vendor record returned on the search must be opened to verify Minority Business Enterprise (MBE) status. In this example, only New Age Communications is a Minority Business Enterprise (MBE) certified. 34

35. Reports Quarterly reports of the Small Purchase Authority quotes will be provided to the Governor’s Office of Minority Empowerment. 35

36. 36 Questions