1. IMSA Procurement V2 How to Search Small Business Vendors: Introduction Why we buy from registered BEP, Small Businesses & Veterans? – It is a State priority to support small, minority & veteran owned businesses How do we buy from small business vendors? – By accessing the sell2illinois.gov website: – http://www2.illinois.gov/cms/business/sel l2/Pages/VendorSearch.aspx http://www2.illinois.gov/cms/business/sel l2/Pages/VendorSearch.aspx – What are the steps? – Search for the product/service by one of the following options: Vendor Name Commodity Code Commodity Name See slides that follow for details Tips: – Get familiar with the Product/Service codes that are listed in the CMS Reference Library: http://www.purchase.state.il.us/ipb/IPBhomep.nsf? Open http://www.purchase.state.il.us/ipb/IPBhomep.nsf? Open Once the site opens: – Select: “Class Code Descriptions” – Read the PDF to find the code(s) needed – Other purchases over $20K require a contract (unless purchased from a Master Contract) – Formal Bid required: Prof/Artistic Services $20k General Goods & Services >$54.6k Construction >$76.6k New $ Amounts Effective 7/1/13

2. IMSA Procurement V2 How to Search Small Business Vendors: 1 Step 1: Launch the CMS Reference Library: http://www.purchase.state.il.us/ipb/IPBhomep.nsf?Open http://www.purchase.state.il.us/ipb/IPBhomep.nsf?Open Step 1

3. IMSA Procurement V2 How to Search Small Business Vendors: 2 Step 2: Click “Class Code Descriptions” (opens a new page) Step 3: Open the file titled “Commodity and Service Booklet w_o Cover Sheet.pdf Step 3 Step 2

4. IMSA Procurement V2 How to Search Small Business Vendors: 3 Step 4: Once Class Code Descriptions PDF is open, find the code(s) and Commodity name needed Example Shown: Liquid and Dry Nitrogen Step 4

5. IMSA Procurement V2 How to Search Small Business Vendors: 4 Step 5: Launch: http://www2.illinois.gov/cms/business/sell2/Pages/VendorSearch.aspxhttp://www2.illinois.gov/cms/business/sell2/Pages/VendorSearch.aspx IMSA has goals for procurement $: BEP – 20% (of which 1% should be Sheltered Workshops) Small Business – 10% Veterans – 3% Search BEP, SB, & Veterans databases to obtain best value/price Step 5

6. IMSA Procurement V2 How to Search Small Business Vendors: 5 Step 6: Using the commodity code or name from step 4, select a search method Step 7: Enter search terms, filter by location (optional), then click the “Search” button. Step 6 Step 7a Step 7c Step 7b

7. IMSA Procurement V2 How to Search Small Business Vendors: 6 Step 8: Click to Select the best-fit sub-category(s) Step 9: Click “Search” to see vendors Step8 Step 9

8. IMSA Procurement V2 How to Search Small Business Vendors: 7 Step 10: Review listed vendors & contact to obtain at least 3 quotes Step 10

9. IMSA Procurement V2 Checklist: Small Business Purchases SMALL PURCHASE FILE CHECKLIST [Slide 1 of 3] Project Title: PBC#: Please check the appropriate box as it relates to the Relevant Category on the PBC: Commodities/Equipment Employee Benefits Facilities General Services Health/Medical IT/Telecom Pharmaceuticals Please place the following documents in the order listed with the first item on top. YES N/A Contract approval sheet (provide blank if no signatures required) Final contract or basic ordering agreement (BOA) - complete state use box at bottom of signature page Financial disclosure and potential conflicts of interest for purchases with annual value over $25,000.00. Vendor’s TIN page (include IRS acceptance letter if applicable)* Board of Elections registration certificate, if applicable (insert a blank blue sheet between these documents to distinguish the contract from the remaining documents) * The purchaser is responsible for items marked with asterisks

10. IMSA Procurement V2 Checklist: Small Business Purchases Slide 2 of 3 - continued YES N/A Procurement Business Case (status closed) Award determination memo, signed by the SPO or CPO Screen print from Comptroller’s Offset System (delinquent debt check) for recommended vendor (required for all contracts over $10,000) Screen print from small business database or small business waiver* Waiver from competitive procurement if quotes are not solicited* State’s request for quote. Identify all vendors who received the request* All vendor responses to request for quote* Correspondence, e-mails, etc.* Procurement Compliance Monitor correspondence and emails Service Procurement and Contracting Checklist signed by authorized Labor Relations representative, if procurement includes and services Other documents Name: Phone #: Date: Continued on next slide * The purchaser is responsible for items marked with asterisks

11. IMSA Procurement V2 Checklist: Small Business Purchases Slide 3 of 3 For contracts with subcontractors, the following must be included for each subcontract: YES N/A Copy of executed subcontract Certifications signed by subcontractor Disclosures and Conflicts of Interest completed and signed by subcontractor Board of Elections registration certificate for subcontractor, if applicable Screen print from Comptroller’s Offset System (delinquent debt check) for subcontractor (required for all contracts over $10,000) Name: Phone #: Date: * The purchaser is responsible for items marked with asterisks