A premier networking & educational event for public and private procurement decision-makers and suppliers
Event Information: 610.494.8044 | info@paprocurementexpo.com

OPENING GENERAL SESSION

Wednesday, September 6, 2017

  • Governor Tom Wolf (invited)
  • Curt Topper, Secretary, Department of General Services

Keynote Speaker, Waldo Waldman

Motivational speaker Waldo Waldman – The Wingman – is the author of the New York Times and Wall Street Journal bestseller Never Fly Solo. He teaches tactics on how to build trusting, revenue producing relationships with employees, partners, and customers while sharing his experiences as a decorated fighter pilot and sales expert. A graduate of the Air Force Academy, he holds an MBA with a focus on Organizational Behavior and is a former top producing sales manager.  He successfully led national sales efforts for several cutting edge technology and consulting firms before becoming a motivational speaker and leadership expert.

The Wingman at Aviano Air Base before a mission to Kosovo

Waldo overcame massive claustrophobia and a fear of heights to become a fighter pilot with 65 combat missions and 2,650 flight hours. He’s deployed worldwide and flew missions in Iraq, SE Asia, and Kosovo during Operation Allied Force. Waldo has been awarded 5 Air Medals, 2 Aerial Achievement Medals, 4 Commendation Medals, and 2 Meritorious Service Medals.

Waldo has been inducted into the National Speaker’s Association Speaker Hall of Fame. Also known as the Council of Peers Award for Excellence (CPAE), the award honors those who have reached the top echelon of platform excellence.  It has been bestowed on less than 200 speakers worldwide since 1977, including Colin Powell, Zig Ziglar, and Ronald Reagan.

Educational Sessions

More than 50 educational sessions are planned for suppliers and buyers on a broad range of topics.

WEDNESDAY, SEPTEMBER 6, 11:00 a.m. - 11:45 a.m.

SHOW ME THE MONEY!
Ashley Jackson, PA Office of Budget
Barbara Yessel, PA Office of Budget

In less than 45 minutes, workshop participants will learn everything they need to know about:

• PA Supplier Portal Registration, system requirements and helpful hints!
• Getting a Pennsylvania supplier vendor number in under 5 minutes.
• E-Invoicing – Submit invoices by email for optimum efficiency. Save on the costs of paper, envelopes and stamps.
• ACH Direct Deposit – No more having to use valuable time to run to the bank to cash checks. Receive payments via direct deposit and keep the cash flowing!
• Electronic Addenda – Receive the invoice number associated with the payment through online banking at the time of the direct deposit.
• Online Payment Look Up Tool – Open 24/7! View the most current 60 days of invoice status and invoices paid.

WHAT IS COSTARS?
Bruce Beardsley, COSTARS Marketing Manager

COSTARS is the Commonwealth of Pennsylvania's cooperative purchasing program. Participants will learn about the COSTARS Program, including brief overviews of COSTARS contracts and ancillary services, the COSTARS website, and how to become a COSTARS member or supplier.

IT'S GO TIME
Sharon Ward, Governor's Innovation Office

Local governments across the country are launching lean government programs as a strategy to improve service delivery in a time of stagnant budgets.  This workshop will introduce the principles, tools, and techniques of lean government, share commonwealth success stories, and provide a blueprint for the creation of a sustainable lean government program.

DGS SMALL AND DIVERSE BUSINESS PROGRAM

This presentation is designed to educate small and small diverse business owners on how to do business with the Commonwealth of Pennsylvania.  Topics include an overview of PA DGS’ Small and Small Diverse Business Program, how to register your business as a self-certified Small Business or a DGS verified Small Diverse Business, the benefits of registering, and how to locate contracting opportunities.

ONLINE AUCTIONS
Janice Pistor, Chief, Strategic Support & Audit Division, Bureau of Procurement

This workshop is designed by Commonwealth training staff specifically for Commonwealth and COSTARS procurement professionals to learn how to conduct an online auction.

UNIQUE SOURCE

(description coming soon)

SPEED NETWORKING

(more details coming soon)

WEDNESDAY, SEPTEMBER 6, 1:15 p.m. - 2:00 p.m.

COSTARS MEMBERS SUCCESS STORIES
Bruce Beardsley, COSTARS Marketing Manager, Moderator; Karen Ruch, PA Turnpike Commission; Jeff Ulanoski, Bloomsburg University; Ted Theron, Clarion County Commissioner

Pennsylvania's cooperative purchasing program has successfully served as a conduit for eligible local public procurement units and state-affiliated entities to leverage contracts established by the Department of General Services and achieve cost savings and best value. The COSTARS Team and several current Members will share their experiences and how they implemented the program at the local level. This session will be highly interactive with time for participants to share their own stories and suggestions.

PROCUREMENT THAT WORKS! Department of Labor and Industry

Learn more about the Department of Labor and Industry's mission, customers, and program areas. Staff will provide an overview of the agency’s procurement program, contracts and upcoming needs for products and services.

SAVE WITH SURPLUS!
Mike Starr and Ken Clemence, Bureau of Supplies and Surplus Operations

Your first stop for saving time and money! Mike and Ken will provide an overview of the various surplus and excess property programs available to municipalities, school districts, fire and police departments, and certain nonprofit organizations. And if they don't have what you're looking for, they'll even try to find it for you. Great opportunity for getting all your surplus property questions answered.

POSITIVE PROCUREMENT IMPACTS—SAVING MONEY & MORE!
Matt Fidler, DGS; Ed Myslewicz, Bureau of Procurement; Dawn Eshenour, Bureau of Procurement; Department of Drug and Alcohol Programs

Presenters will discuss several case studies of successful Commonwealth of PA procurements that have far reaching impacts on many, including Department of Drug and Alcohol Programs (DDAP) and sodium chloride (road salt) contracts.

SPEED NETWORKING

(more details coming soon)

WEDNESDAY, SEPTEMBER 6, 2:45 p.m. - 3:30 p.m.

HOW TO BID ON A COSTARS CONTRACT
Bruce Beardsley, COSTARS Marketing Manager; Stacey Logan-Kent, COSTARS Commodity Specialist

COSTARS is the Commonwealth of Pennsylvania's cooperative purchasing program. Prospective COSTARS suppliers will learn how to become a COSTARS-authorized Supplier, including a tutorial on the necessary paperwork and pricing considerations.

SUPPLIER FORUMS: THE IN-PERSON RFIs
David Kline, Bureau of Procurement

What is a supplier forum and how can it help shape a procurement project? Supplier forums, created based upon input from the supplier community, help shape procurement projects by seeking input about specific upcoming solicitations. Come see how to conduct and/or participate in a supplier forum. You can gain valuable information upfront from experts that can help shape a procurement project before it begins.

YOUR RIGHT TO KNOW
Joseph Gavazzi, Esq., PA Department of General Services

Pennsylvania’s Right to Know Law requires Commonwealth agencies to provide access to public records, which includes many contracting records. This presentation will cover Right to Know Law basics, including how to protect your records; valuable insights for state procurement officers, as well as COSTARS members. For suppliers, the presentation will also cover how to obtain records so that you can be more competitive when bidding.

POSITIONING YOUR COMPANY FOR GOVERNMENT BUSINESS
Robert Brown, SEDA Council of Governments
Kristen Moyer, SEDA Council of Governments
Clyde Stoltzfus, Southeast PA PTAC

Help is here! Small businesses will leave this session with an understanding of how to utilize the Procurement Technical Assistance network to assist them in doing local, state and federal government business. Presenters will discuss how to leverage third-party certifications to position a small business for the government contracting arena. Presenters will also discuss the process to get started with federal contracting and provide suggestions on how to market to local, state and federal government agencies and prime contractors. Examples will be provided of how SEDA-COG and PA PTAC have assisted contractors. And, presenters will pose the key questions every contractor should be asking themselves before they pursue government work.

MINIMIZING RISKS OF A PROTEST AND HANDLING DEBRIEFINGS 
Jennifer Habowski and Erin Verano, DGS Bureau of Procurement

Come join us as Jen and Erin provide best practices for minimizing the risks of a protest and the types of information that can be provided during a debriefing.

PROCUREMENT THAT WORKS! Department of Transportation 

Learn more about PennDOT's mission, customers, and program areas. Staff will provide an overview of the agency’s procurement program, contracts, upcoming needs for products and services, and program for increasing diversity in contracting.

SPEED NETWORKING

(more details coming soon)

THURSDAY, SEPTEMBER 7, 8:30 a.m. - 9:15 p.m.

PUBLIC WORKS MODERNIZATION
Liz O’Reilly, DGS Public Works

The PA Department of General Services’ Public Works team designs and constructs projects for various State agencies. The team recognized a need to reduce paperwork and inefficiencies and a need for comprehensive solutions. The Department has successfully modernized by focusing on three distinct paths: business processes, projects and people. Come hear the difference it has made and see where you can apply these innovative paths to your next construction project.

POSITIVE PROCUREMENT IMPACTS—SAVING MONEY & MORE!
Matt Fidler, DGS; Ed Myslewicz, Bureau of Procurement; Dawn Eshenour, Bureau of Procurement; Department of Drug and Alcohol Programs

Presenters will discuss several case studies of successful Commonwealth of PA procurements that have far reaching impacts on many, including Department of Drug and Alcohol Programs (DDAP) and sodium chloride (road salt) contracts.

HOW TO MASTER THE MASTER AGREEMENTS
Margie Juran and Sonya Schurtz, PA DGS, Bureau of Procurement

Presenters from the Bureau of Procurement will share how Commonwealth of PA agencies use Master Agreements to procure resources and services from participating universities and colleges in furtherance of their educational mission to the Commonwealth. Some examples include: research-based energy, health clinic, and marketing projects. Learn how your agency can benefit from using Master Agreements in an effective and expeditious manner.

HOW TO SEARCH CONTRACTS AND NEGOTIATE WITH COSTARS SUPPLIERS TO SAVE TAXPAYER MONEY
Bruce Beardsley, COSTARS Marketing Manager

COSTARS is the Commonwealth of Pennsylvania's cooperative purchasing program. COSTARS members will learn how to search COSTARS-exclusive and COSTARS-participating statewide contracts to find suppliers and pricing via the COSTARS website. You will also learn how to use the NEW COSTARS Member Quote Kit to negotiate with suppliers to obtain better pricing and save taxpayer money.

ONLINE AUCTIONS
Janice Pistor, Chief, Strategic Support & Audit Division, Bureau of Procurement

This workshop is designed by Commonwealth training staff specifically for Commonwealth and COSTARS procurement professionals to learn how to conduct an online auction.

PA's NEW RFP PROCESS

(description coming soon)

SPEED NETWORKING

(more details coming soon)

THURSDAY, SEPTEMBER 7, 10:00 a.m. - 10:45 a.m.

SHAPE UP!  GET LEAN!
Beverly Hudson and Rob Carr, PA Department of General Services

More than ever before, increasing expectations from the citizens of Pennsylvania for “government that works” at all levels have collided with financial and other resource constraints that challenge our ability to meet those expectations. To begin doing more with less, the Commonwealth is working to adopt lean across all agencies.  As the Commonwealth’s designated model agency, the Department of General Services has spent the last year learning about and applying lean tools based on the Toyota Productions System.  Come and find out about what we’ve learned, what we’ve accomplished, and how we’ve used one particular lean tool to improve how we provide service to our customers and ultimately to the citizens of Pennsylvania.

LIGHTS, CAMERA, ACTION! 

Learn how Commonwealth Media Services plays a vital role in assisting the Governor and state agencies communicate and promote initiatives by way of multimedia, production, broadcast and marketing.  Staff will provide a brief overview of the department’s procurement program, contracts and upcoming needs for products and services.

PURCHASING FOR POLICE & EMS SERVICES
Kathy Lewis, COSTARS Commodity Specialist; Stacey Logan-Kent, COSTARS Commodity Specialist; Mike Starr, Chief, Federal Surplus Program

If you're a police or fire chief or work with your local volunteer ambulance service, attend this workshop and join COSTARS Commodity Specialists Kathy Lewis and Stacey Logan Kent and Mike Starr as they outline the multitude of products and specialty vehicles available through COSTARS and the Federal Law Enforcement Property Programs.  They will answer your questions and discuss the newest trends in police cameras, defibrillators, and more.

MANAGING CONTRACTOR PERFORMANCE 
Cheryl Kleeman, PA DGS-BOP
Ann Kimmel, PA DGS-BOP

Do you want to learn how to effectively manage contractor performance? In this session, we will talk about procurement practices, existing Commonwealth programs, and other available tools that you can use to successfully and effectively manage contractor performance.

NOTES FROM AN AUDITOR
Kristen Simms, PENNDOT, Audit Manager; Michael Carmel, PENNDOT Audit Supervisor

Do you dread your audit?  It’s actually a great learning opportunity to review and improve your procurement processes. Learn the secrets of a successful audit, including preparation, record-keeping, and what to expect.

SPEED NETWORKING

(more details coming soon)

THURSDAY, SEPTEMBER 7, 11:00 a.m. - 11:45 a.m.

IT’S ELECTRIC!
Greg Knerr, PA DGS-BOP
Scott Harford, Penn State Facilities Engineering Institute

Are you tired of receiving numerous electricity offerings and multiple competitive bids from suppliers? Does your broker/dealer or consultant provide their fee structure separate from the energy price you pay? If you would like to save money with a more streamlined transparent utility shopping experience, we encourage you attend this informational session. Since 2009, the Penn State Facilities Engineering Institute has provided electricity procurement services for the Commonwealth of Pennsylvania resulting in savings of over $119 million. Now, PSFEI and the PA Bureau of Procurement want to bring these savings opportunities to all COSTARS members.

NEGOTIATING WITH INCUMBENTS
Cheryl Kleeman, PA DGS-BOP
Elizabeth Lenhart, PA DGS-BOP

Governor’s Wolf’s Executive Order 2015-04 created the Governor’s Office of Transformation, Innovation, Management and Efficiency (“GO-TIME”) and tasked state agencies with obtaining $100 million in savings during fiscal year 2015-2016. All materials and services contracts were reviewed to identify possible savings. Also, as part of this initiative, DGS-Bureau of Procurement undertook the renegotiating of contracts. Workshop presenters will share strategies, lessons learned, and examples of successful contract negotiations.

MARKETING & SALES FOR COSTARS SUPPLIERS 
Bruce Beardsley, COSTARS Marketing Manager

Existing and prospective COSTARS Suppliers will gain tips for marketing their business to COSTARS members, including examples of ads, websites, events, flyers, and press releases.  Composite sales data and how it is developed will be reviewed and analyzed.

PROCUREMENT THAT WORKS! Pennsylvania Lottery

Pennsylvania Lottery staff will outline contract opportunities and future needs to products and services.  Lottery proceeds benefit older Pennsylvanians, every day!

ARE YOU GETTING THE BEST VALUE? AND WHAT IS AN ITQ?
Margie Juran and Sonya Schurtz, PA DGS, Bureau of Procurement

This session will provide a comprehensive look at Invitation to Quality (ITQ) contracts, including the types of products and services that can be purchased through these multiple award contracts. Participants will also learn how to set up a best value procurement through evaluation and comparison of pertinent criteria.

POSITIONING YOUR COMPANY FOR GOVERNMENT BUSINESS
Robert Brown, SEDA Council of Governments
Kristen Moyer, SEDA Council of Governments
Clyde Stoltzfus, Southeast PA PTAC

Help is here! Small businesses will leave this session with an understanding of how to utilize the Procurement Technical Assistance network to assist them in doing local, state and federal government business. Presenters will discuss how to leverage third-party certifications to position a small business for the government contracting arena. Presenters will also discuss the process to get started with federal contracting and provide suggestions on how to market to local, state and federal government agencies and prime contractors. Examples will be provided of how SEDA-COG and PA PTAC have assisted contractors. And, presenters will pose the key questions every contractor should be asking themselves before they pursue government work.

SPEED NETWORKING

(more details coming soon)

THURSDAY, SEPTEMBER 7, 1:15 p.m. - 2:00 p.m.

COSTARS SUPPLIER SUCCESS STORIES
Bruce Beardsley, COSTARS Marketing Manager, Moderator; Patrick Sutton, Howard Industries; Rick Whitcomb, Veritiv; Tim Barron and Alexa Sharrar, CDW

Pennsylvania's cooperative purchasing program provides opportunities for suppliers of any size to participate in the program and compete for business with thousands of COSTARS Members. Come hear how several suppliers have successfully competed for contracts and utilized those contracts to provide products and services to a wide range of customers. This session will be highly interactive with time for participants to ask questions and share their own success stories.

PROCUREMENT THAT WORKS!  Bureau of Publications

Learn more about the Bureau of Publications' mission, customers, and program areas. Staff will provide an overview of the department’s procurement program, contracts and upcoming needs for products and services.

SMALL BUSINESS ASSISTANCE NETWORK
Michael McManus, Department of Community and Economic Development

This presentation will include an overview of the services and resources that the Small Business Assistance Network provides to small businesses. Mike will describe DCED’s involvement in directing those interested in the self-certification and the Commonwealth procurement processes. Mike will also highlight funding programs that can assist small and small diverse businesses engaging in procurement and contracting opportunities.

PROCUREMENT THAT WORKS! Department of Human Services

Learn more about the Department of Human Services' mission, customers, program areas, and contracts. Staff will provide an overview of the agency’s procurement program, contracts and upcoming needs for products and services.

BEST PRACTICES AND CONSIDERATIONS FOR LOCAL GOVERNMENT AND SCHOOLS IN PROCUREMENT
Brian Pawling, Business Manager/Board Secretary, Brandywine Heights School District; Scott Coburn, Esq., General Counsel, PSATS

Public procurement is a balance between being fiscally responsible and complying with legal requirements.  COSTARS can be a valuable tool in meeting both of these needs for local public government and school agencies.  This session will highlight the legal requirements for each group, how to navigate the COSTARS contracts, and working with vendors to obtain the best possible price.

PURCHASING FOR RECREATION
Kathy Lewis, COSTARS Commodity Specialist

Join COSTARS Commodity Specialist Kathy Lewis as she describes the breadth of products included in COSTARS-14 Recreation & Fitness Equipment and listen to COSTARS members as they share their experiences while using the contract and the lessons they have learned.

SPEED NETWORKING

(more details coming soon)

THURSDAY, SEPTEMBER 7, 3:00 p.m. - 3:45 p.m.

GRANTS: WHAT'S AVAILABLE & HOW TO GET THEM

One way to stretch your taxpayers' dollars is to use COSTARS for most of your purchasing needs.  Another way is to be aware of and apply for government grants.  Using grant money  to purchase through COSTARS is a taxpayer’s Home Run! Pennsylvania’s Fire Commissioner Tim Solobay and the PA State Association of Borough's Ed Knittel, along with a representative from the Federal government's grants office, and the PA Department of Conservation & Natural Resources will discuss the availability of state and Federal grants plus offer tips on the application and award process.

THE IMPACT OF PROCUREMENT ON YOUR IT PROJECTS
Ken Senft, Chief, IT Procurement Section, DGS/Bureau of Procurement

Explore common roadblocks that occur in information technology projects during procurement stages and strategies for avoiding or mitigating risks.  Session will explore such things as aligning procurement with organizational strategies, reducing risk for better outcomes, and best practices for obtaining the right solution.

COSTARS PURCHASING FOR ROADMASTERS & PUBLIC WORKS DEPARTMENTS

Often, the largest budget items for local governments is road maintenance materials and equipment, including road salt, bituminous, aggregates, work trucks, heavy equipment and more.  Virtually, all of that is available through COSTARS. Learn what’s available, what contracts to look at, and the procedures for ordering. Discuss the rules and regulations governing the use of Liquid Fuel monies from a PennDOT auditor.  If you are a roadmaster or public works supervisor, this workshop was designed for YOU!

DGS SMALL AND DIVERSE BUSINESS PROGRAM

This presentation is designed to educate small and small diverse business owners on how to do business with the Commonwealth of Pennsylvania.  Topics include an overview of PA DGS’ Small and Small Diverse Business Program, how to register your business as a self-certified Small Business or a DGS verified Small Diverse Business, the benefits of registering, and how to locate contracting opportunities.

SPEED NETWORKING

(more details coming soon)

PLUS:

TOUR THE SURPLUS WAREHOUSE

One of the most useful procurement resources that you may have never heard of is the Federal Government Surplus program administered by Pennsylvania’s own Bureau of Surplus. Do you ever wonder what happens to all the stuff that you “voluntarily” relinquish to the TSA to get on an airplane? You’ll be fascinated at what’s collected and we have it!  Join a member from our Bureau of Surplus for a 45-minute guided tour of Pennsylvania’s Surplus warehouse, including the famous TSA Room. You’ll find an incredible variety of new and (mostly) slightly used furniture, office supplies, equipment, vehicles, computers, cameras and more - most available to COSTARS members for just a service fee! It’s convenient and less than five minutes from the Farm Show Complex.

ONLINE SUPPORT HUB

Register as a Commonwealth vendor or receive assistance with navigating the procurement system.  You can also upload your documents and become certified as a DGS small, diverse business; click here for a list of documents to bring with you.

SPEED NETWORKING

Great opportunity for quick chats with public procurement officials.