DOING BUSINESS WITH CPS ENERGY. PRESENTED BY: Anthony Johnson Manager Business Administration, Supply Chain June 27, 2017

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1 DOING BUSINESS WITH CPS ENERGY PRESENTED BY: Anthony Johnson Manager Business Administration, Supply Chain June 27, 2017

2 AGENDA Supply Chain Purpose Types of purchases Guidelines Solicitation Methods/Processes Access to opportunities Registering with CPS Energy 2

3 OUR PURPOSE Photo caption, 18pt font Efficiently procure quality material, goods and services at a reasonable cost and, more specifically, to meet the public purpose of protecting and enhancing the ability of CPS Energy to provide reliable energy related materials and services on a competitive, fair and equitable basis, while ensuring the expansion of CPS Energy s Supplier Diversity Program to the maximum extent possible. 3

4 WHAT DOES CPS ENERGY BUY? Commodities (direct inputs, hardware, tools, safety equipment) Services (consulting, engineering, janitorial, IT, staffing, construction) 4

5 GUIDELINES Procurement Policy/Procedures approved by Board of Trustees Supplier Diversity Program Thresholds for notifying small/diverse owned businesses of opportunities Obligation to require large prime contractors to provide procurement opportunities to small/diverse owned businesses Additional consideration (points) during evaluation phase of solicitation responses for local and small/diverse owned businesses 5

6 PROCUREMENT THRESHOLDS Less than $25,000: competitive solicitation is not required. Small/diverse and local solicitation is required. $25,000 and greater: requires competitive solicitation, although, $25,000 but less than $50,000: use of abbreviated solicitation process where a minimum of two (2) HUBS are solicited, on a rotating basis, from approved listing if applicable.

7 PROCUREMENT THRESHOLDS $50,000 and greater: require advertisement and sealed competitive solicitation process.

8 EXPANSION OF DIVERSITY PROGRAM Expansion of additional consideration made local and Small/HUB businesses All contract value thresholds Vendor workshop planning underway 8

9 SOLICITATION METHODS Request for Quotation Commodities Generally evaluated on price Request For Proposal Qualifying factors, Evaluation Criteria Best value determination set forth in RFP Request for Qualifications Professional Services 9

10 ADVERTISED OPPORTUNITIES View CPS Energy Bid Opportunities online

11 REGISTRATION PROCESS Submit online application General Info Remittance Info References Company history Products/Services Interact with Supplier Diversity Office Select Family Listings Submit additional documentation with us/procurement and suppliers/new supplier registration.html 11

12 Questions 12

13 APPENDIX 13

14 INSURANCE Insurance requirements vary based on Service solicited. If a Supplier is performing work on our premises, insurance is often required to protect CPS Energy from any type of exposure or risk. Suppliers are required to obtain and submit a Certificate of Insurance (COI) to CPS Energy in which CPS Energy is listed as the Additional Insured, when notified of award. 14

15 BONDING Bonding requirements vary based on Service solicited. Public Works projects are required to have Payment and Performance Bonds. In other cases, CPS Energy may choose to obtain bonds for added protection. Suppliers are required to obtain and submit Payment and/or Performance Bonds, when notified of award. 15

16 INSURANCE/BONDING A Purchase Order/Agreement will not come to fruition until the COI/bonding have been reviewed and approved by CPS Energy s Risk Management Department. 16

17 EVALUATION PROCESS Qualifying Factors are reviewed Additional information submitted is reviewed (if applicable) Pricing/Compensation Exceptions Delivery/Time of Performance Evaluation Matrix Evaluation Timeline may vary 17

18 SOLICITATION INFORMATION Inquiries must be directed to the Procurement Analyst responsible for the solicitation. Procurement Analyst creates a summary of the responses received. The using area performs evaluation and a recommendation for award. Suppliers are sent a notice advising them of the award. 18

19 RQ/RFP/RFQ TIPS & GUIDELINES Primary method of solicitation notice is Fax. Time Sensitive Notice must include a valid/legible and phone number. Thoroughly read all information in the solicitation documents. Provide one contact person that will be the primary person responsible for communication with CPS Energy. 19

20 RQ/RFP/RFQ TIPS & GUIDELINES Provide all information requested Return Time Sensitive Notices Even if Not Bidding. RESPOND If Supplier receives a copy of the solicitation documents, a response should be returned even if it is a No Bid. Otherwise the request will be entered as a No Response. 20

21 RQ/RFP/RFQ TIPS & GUIDELINES Active bids are available on the CPS Energy website ( 21

22 CPS ENERGY ONLINE CPS Energy s website: Work with Us Procurement and Suppliers Bid Opportunities

23 ADVERTISED OPPORTUNITIES View CPS Energy Bid Opportunities online

24 BID DETAILS