SB 20: DIR Implementation

STATE AGENCY TOWN HALL | JULY 16, 2015

Texas Department of Information Resources

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Session OverviewLYNDA BAKER

MODERATOR

SB 20 IMPLEMENTATION

Changes• DIR Cooperative

Contracts Process

• Agency Procurement and Contracting Practices

Effective September 1, 2015

SPEAKERS

Priscilla Pipho◦ Chief Customer Officer

Grace Windbigler◦ Technology Sourcing Office Director

Dana L. Collins◦ Contract and Vendor Management

Shannon Kelley◦ Enterprise Contracts

Martin Zelinsky◦ General Counsel

AGENDA Session Overview Welcome and Introductions DIR Cooperative Contracts Process

◦ Purchasing Thresholds◦ Statements of Work◦ Rule Making

Agency Procurement and Contracting Practices Accessing Essential Resources Questions and Answers Closing Comments

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

WelcomePRISCILLA PIPHO

CHIEF CUSTOMER OFFICER

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

DIR Cooperative Contracts ProcessPURCHASING THRESHOLDS, SOWS, RULE MAKING

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Purchasing ThresholdsDANA COLLINS

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

NEW Threshold Requirements $50,000 OR LESS

May directly award contract to DIR Cooperative Contracts vendor(s) or reseller(s)

No additional request for pricing is required

$50,000 TO $150,000 Must submit request for pricing to at least three (3) vendors or resellers

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

MORE Threshold Requirements$150,000 TO $1 MILLION

Must submit request for pricing to at least six (6) vendors or resellers

EXCEEDS $1 MILLION? May not enter into a contract through the DIR cooperative contracts program to purchase a commodity item

DIR has posted a blanket exemption for purchases greater than $1 million.

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Statementsof WorkSHANNON KELLEY

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Statement of Work Required > $50,000◦ Cloud Services◦ Deliverables Based Information Technology Services (DBITS)◦ Managed Services for Information Technology ◦ Managed Services for Telecommunications◦ IT Security Services

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Submitting Your Statements of Work◦ Agencies can submit SOWs on September 1, 2015◦ Check DIR’s website for details

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Statement of Work Review NOT Required◦IT Staffing Services◦Support Agreements◦Maintenance Agreements◦Hardware or Software Only Contracts

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SOW Review and Signature Process (Slide 1 of 2)

1 - Agency Submits Draft SOW to DIR

2 - DIR Reviews and Consults with Agency

3 - DIR Responds to Agency

4 - Agency submits Approved SOW to vendor(s)

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

SOW Review and Signature Process (Slide 2 of 2)

5 - Agency evaluates vendor responses and negotiates final version of SOW

6 - Agency and vendor execute final version of SOW

7 - Agency sends final SOW to DIR for signature

8 - DIR reviews, approves, executes and returns SOW to agency

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RuleMakingDANA COLLINS

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Rulemaking Changes TAC 201

◦ General Administration

TAC 204◦ Interagency Contracts for Information Resource Technologies

TAC 212◦ Purchase of Commodity Items

TAC 217◦ Procurement of Information Resources

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Agency Procurement and Contracting PracticesDANA COLLINS

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Other Changes Affecting State Agencies◦ DIR Training on Purchasing Technologies◦ Ethics and Financial Disclosures◦ Revolving Door Statute Change◦ Records Retention Change for Contract Documents

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Accessing Essential Resources•FAQs•Webinars•Customer, Vendor Portals•DIR Website

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Questions & AnswersMODERATED SESSION

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Closing CommentsEVENT SURVEYCONTINUING EDUCATION

Texas Department of Information Resources

We want to hear from you. To contact us:

•Website feedback form• CustomerAssistance@dir.texas.gov• 1-855-ASK-DIR1 (1-855-275-3471)

Texas Department of Information Resources

Texas Department of Information Resources

Thank you. Stay tuned for updates: www.dir.texas.gov

Texas Department of Information Resources