OGS Preferred Sources

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					OGS Procurement Services Group
 2006 State Purchasing Forum




      NYS Preferred Sources
      Presenters and Presentation Overview
Jerry Gerard, NYS OGS
     Deputy Director, Procurement Services Group

Andy Grosso, NYSID
     Vice President, Marketing and Sales

Rick Olivo, IBNYS
     Director, Marketing and Sales

Jim Hoffman, NYS DOCS (Corcraft)
     Director, Correctional Industries

Question / Answer - Presenters

       2006 Purchasing Forum – NYS Preferred Sources
      What is the Preferred Source Program?

• NYS Finance Law (SFL § 162)
 http://www.ogs.state.ny.us/procurecounc/pdfdoc/pslist.pdf

• Purpose
     To advance special social and economic goals,
     certain providers have “preferred source” status
     under the law.
     The acquisition of commodities and/or services
     from preferred sources are exempted from
     statutory competitive procurement requirements
     (of SFL § 163).

       2006 Purchasing Forum – NYS Preferred Sources
What About Competitive Procurement Requirements?

• NYS Finance Law (§ 163 3.a & 4.a)
    requires purchasing priority be given to
    the preferred sources for commodities
    and services, respectively.

• The purchase of [commodities |
     services]…shall be conducted in a
     manner which accords first priority to
     preferred sources in accordance with
     the provisions of this article…

       2006 Purchasing Forum – NYS Preferred Sources
Who Is Required to Purchase From Preferred Sources?
 • Applicability and Scope
  All state agencies, political subdivisions and
      public benefit corporations (including
      most public authorities) are required to
      purchase approved products and
      services from preferred sources.
  Purchases from preferred sources take
     precedence over all other sources of
     supply and competitive procurement
     methods.
        2006 Purchasing Forum – NYS Preferred Sources
         Who Are The Preferred Sources?

Preferred Source status is accorded to:
  Corcraft – Commodities produced by the NYS DOCS,
    Correctional Industries Program

  IBNYS – Commodities and Services produced by
    qualified, charitable, non-profit-making agency for the
    blind, approved by the Commissioner of Social
    Services

  NYSID – Commodities and Services produced by
    qualified, charitable, non-profit-making agency for the
    severely disabled persons, approved by the
    Commissioner of Education

      2006 Purchasing Forum – NYS Preferred Sources
         How Do I Know Who Offers What?

• List of Preferred Source Offerings
      established and maintained by OGS
 http://www.ogs.state.ny.us/procurecounc/pdfdoc/pslist.pdf

• Contains offerings and the specific preferred
    source(s) approved for the offering

• New or substantially different commodities
    or services are added to the list pending
    action by the Procurement Council and
    approval of Commissioner of OGS

       2006 Purchasing Forum – NYS Preferred Sources
  Which Preferred Source Do I Purchase From?
Priority Among Preferred Sources
  Commodities and Services available in the form,
  function and utility required by a State agency,
  political subdivision or public benefit corporation
  must be purchased from preferred sources in the
  following prioritized order:
  Commodities
  1st – Corcraft   2nd – IBNYS     3rd – NYSID
  Services
  Equal Priority – if more than 1 preferred source
  meets the requirements, cost shall be the
  determining factor.
      2006 Purchasing Forum – NYS Preferred Sources
What is the Preferred Source Procurement Process?
                                                  •   Determine/define agency need
    Complete Needs Assessment                         for a commodity or service
                                                  •   Review the current List of
  Are needs met by      Yes                           Preferred Source Offerings
                              Preferred Sources
 Preferred Sources?
           No
                                                  •   If offering on List, determine
                                                      whether it meets agency form,
  Are needs met by      Yes     Centralized
Centralized Contract?            Contract
                                                      function and utility required.
           No
                                                  •   If offering meets agency
  Are needs met by      Yes
                                                      needs/requirements, proceed
  Competitive Bid?             Competitive Bid
                                     Or
                                                      with purchase from preferred
       SINGLE                  IFB        RFP         source
       SOURCE
                                                  •   If offering not on List, proceed
        SOLE
       SOURCE
                                                      with purchase from centralized
                                                      contract or appropriate
     STRATEGIC
    PARTNERSHIP
                                                      competitive procurement
       BUILD IT                                   •   If offering does not meet agency
      YOURSELF                                        needs/requirements, the 10 day
                                                      notification requirement applies

                2006 Purchasing Forum – NYS Preferred Sources
How Do I Determine Whether They Meet My Needs?
• Broadly interpret the generic List of Preferred
     Source Offerings
• Make reasonable efforts to notify preferred source
     of agency needs and initiate discussion of
     needs
• To apply the form, function and utility standard,
      define the commodity/service in terms of the
      minimal essential requirements
• Consult directly with the preferred source to gain
     additional information and/or discuss potential
     accommodations to meet agency needs

       2006 Purchasing Forum – NYS Preferred Sources
      Form, Function, and Utility Considerations
• Does the preferred source offering meet either agency
      specifications or industry standards which may be
      applicable?

• Are deviations from specifications minor? Will the product
       suffice, or could the service be made to suffice, or will
       the offering substantially meet agency requirements
       for function and performance?

• Are delivery schedules, installation requirements, start-up
       lead times and performance standards reasonable,
       necessary and within accepted commercial practices?

• Has the preferred source been consulted? Can they make
      necessary accommodations to meet agency needs?

         2006 Purchasing Forum – NYS Preferred Sources
   How or Where Do I Get Additional Information?

NYS Finance Law, Article XI, State Purchasing
http://www.ogs.state.ny.us/purchase/snt/sflxi.asp

Preferred Source Guidelines
http://www.ogs.state.ny.us/procurecounc/pdfdoc/psguide.pdf

List of Preferred Source Offerings
http://www.ogs.state.ny.us/procurecounc/pdfdoc/pslist.pdf

Procurement Council and Procurement Guidelines
http://www.ogs.state.ny.us/procurecounc/default.asp

Procurement Guidelines
http://www.ogs.state.ny.us/procurecounc/pdfdoc/guidelines.pdf


         2006 Purchasing Forum – NYS Preferred Sources
 Who Can I Contact Regarding Preferred Sources?
• NYS DOCS Correctional Industries (Corcraft)
       www.corcraft.org             e-mail: corcraft@global2000.net
       phone: 800-436-6321          fax:    518-434-7434
              ext. 2620

• Industries for the Blind of New York State (IBNYS)
       www.ibnys.org                   e-mail: info@ibnys.org
       phone: 800-421-9010             fax:    518-456-3587

• New York State Industries for the Disabled (NYSID)
       www.nysid.org                  e-mail: dallen@nysid.org
       phone: 800-221-5994            fax:    518-455-0315
              ext. 215

• NYS OGS Procurement Services Group (PSG)
      www.ogs.state.ny.us/purchase/
      e-mail: thomas.sherwood@ogs.state.ny.us
      phone: 518-473-3923           fax:   518-474-2437

          2006 Purchasing Forum – NYS Preferred Sources
        Questions and Answers




                 ?
  To assure that the Preferred Source
    representatives are afforded the
opportunity to make their presentations,
     we ask that questions be held
      until the end of the session.

 2006 Purchasing Forum – NYS Preferred Sources

				
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posted:1/31/2013
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