Eric Verrelli Lead State Alaska Shared Services of
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Eric Verrelli Lead State Alaska Shared Services of Alaska
Sourcing Team Alaska: Linda Polk Oklahoma: Keith Gentry Eric Verrelli Tennessee: Robert Maurer Colorado: Amy Risley Kristen Mc. Keever Idaho: Chelsea Cameron Nebraska: Michelle Thompson Teresa Fleming Ted Fosket, NASPO Value. Point
Purpose To establish multiple Master Agreements in Transcription Services for: • State governments (including departments & agencies) • Institutions of higher education • Political subdivisions (i. e. , colleges, school districts, counties, cities, etc. ) • The District of Columbia & territories of the United States • And other eligible entities subject to approval of the Participating Entity’s procurement director
Benefits of Agreements Provides comprehensive inclusion on a specific commodity that allows for economic ordering quantities. Award to multiple vendors to provide services nationally for purchasing entities. Provided national awards to meet socio economic considerations. Obtain more favorable pricing than previously obtained by individual state’s or local government entities.
RFP Process RFP Advertised Questions / Requests for Clarification Due Date February 8, 2017 March 1, 2017 Answers / Clarification Issued March 10, 2017 Closing (Proposals Due) March 31, 2017 Evaluation Period Notice of Award Protest Period Ends Contract Term Contract Start/End April 1, 2017 – April 14, 2017 May 11, 2017 May 21, 2017 Initial two years, with three one-year renewal options June 1, 2017 – May 29, 2019
RFP Process continued ü 21 Proposals Received. ü All offerors were not responsive/responsible. ü 19 Evaluation of proposals by sourcing team. ü 6 Contractors awarded.
Evaluation Criteria Evaluators assigned a score for each criterion between 0 and 10, with 0 = Unacceptable and 10 = Excellent Minimum Requirements: • Three years performing similar services listed in the scope • Must be able to provide services to all 50 states, the District of Columbia, territories of the U. S. , Political Subdivisions, and institutions of higher education. Technical Response Evaluated: • Experience and Capabilities • Data Security and Confidentiality • References • Ability to meet scope of work • Marketing Strategies • Cost
Scope of Services Category 1: General Transcription Services Category 2: Medical Transcription Services Category 3: Legal Transcription Services Category 4: Optional Transcription Services
Contract Pricing • Note the following sections of RFP Attachment C included: • Contract pricing is based on price per line, with lines being 65 characters including spaces. • It is estimated that there are 22 lines per page. Vendor can only invoice for exact number of lines. • Vendors that offered value added services can do these services but only at the price stated on their cost sheet. If not offered under value added then service is not available by the vendor. • Fixed pricing for the first two years of the contract. Only the Lead State Contract Administrator can approve price increases.
Awarded Vendor American Transmedia Awarded Vendors Contact Buck Ewing States Proposed Categories All States General/Legal/Medical All States General/Legal/Medical All States General/legal buck@ctran. com Bureau of Office Services Rich Piasecki richp@bureauhq. com e. Scribers Aryeh Bak naspo@escribers. net Perry Johnson & Associates Shaun Doty sdoty@pjats. com Transcription Outsourcing Ben Walker bwalker@transcriptionoutsourci ng. net Verbatim Reporting and Transcription Kimberly Mc. Cright Kimberly@verbatimrt. com
Questions? Contract Lead: Eric Verrelli State of Alaska Contracting Officer (907) 465 -5674 Eric. Verrelli@Alaska. gov
Participating Addendum PROCESS
PA Process All 50 states and The District of Columbia have Memorandum Of Agreement allowing them to be eligible to use any NASPO Value. Point cooperative Master Agreement
Participating Addendums Through the Participating Addendum States/Entities may: • Select Contractors • Include their own State Administrative Fee • Include required (unique) terms and conditions • Identify options for States or their political subdivisions • Request state-specific reporting or other requirements
Opportunities for Participation Three Options for Participation 1. State signs a Participating Addenda for entire state Ø Every legally eligible entity in the state can participate 2. State signs a Participating Addenda for non state entities Ø Every legally eligible entity that is not a STATE agency can participate 3. State does not sign a Participating Addenda Ø Political subdivisions wishing to participate may contact the NASPO Value. Point Cooperative Development Coordinator who will contact the STATE CHIEF PROCUREMENT OFFICIAL asking for approval for that entity to sign their own Participating Addendum. Ø 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.
Participation Opportunity #1 Step by Step: Participating Addendum templates are available on each Master Agreement page on www. naspovaluepoint. org 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. Ø 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 NASPO Value. Point 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 NASPO Value. Point at PA@naspovaluepoint. org Executed Participating Addendum will be maintained in a repository.
Participation Opportunity #2 Step by Step: Same Process as Opportunity #1 Participating Addendum templates are available on each Master Agreement page on www. naspovaluepoint. org 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. Ø 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 NASPO Value. Point 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 NASPO Value. Point at PA@naspovaluepoint. org Executed Participating Addendum will be maintained in a repository.
Participation Opportunity #3 Step by Step: Participating Addendum templates are available on each Master Agreement page on www. naspovaluepoint. org 1. An email request should be sent to info@naspovaluepoint. org from entity (email may also be sent from contractor). 2. The email needs to provide the following details: main point of contact from entity, full name of entity, phone number, email address and physical address. 3. NASPO Value. Point will email State Chief Procurement Officer requesting approval for the entity to execute a Participating Addendum. 4. NASPO Value. Point will email both contractor and entity with the permission from Chief Procurement Official to proceed to complete the Participating Addendum. 5. 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. 6. Contractor signs Participating Addendum and sends back to entity for signature. 7. Entity sends fully executed copy to both contractor and NASPO Value. Point at PA@naspovaluepoint. org Executed Participating Addendum will be maintained in a repository.
PA Process Flow Chart
State Executed vs Polysub Executed PA’s If a state has executed a Participating Addendum that allows for Political Subdivision’s to conduct purchases, NASPO Value. Point discourages individual entities and contractors from executing a separate or additional Participating Addendum. If a Political Subdivision needs to execute a separate contractual document, that contractual document should be maintained at the political subdivision level. Do not forward to NASPO Value. Point.
Things to Remember 1. Sample PA’s are located on the NASPO Value. Point Website under each master agreement portfolio. 2. Executed Participating Addendum will be maintained on www. naspovaluepoint. org and in a repository. 3. Participating states and entities will be identified on the map of the USA on each Master Agreement page on www. naspovaluepoint. org 4. The Lead State and NASPO Value. Point do not get involved with negotiations. 5. Only submit completed and negotiated PA’s with signatures from both parties. 6. Submit completed PA’s in PDF Format.
QUESTIONS? Contact the Lead State or our NASPO Value. Point Cooperative Development Coordinators if there any questions about our expectations! *Ted Fosket NASPO Value. Point Cooperative Development Coordinator tfosket@naspovaluepoint. org (907) 723 -3360 * NASPO Value. Point of Contact for these Master Agreements.
Thank You!
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