California Public Employees’ Retirement System Luminary Series | September 15, 2015

Doug Hoffner, Deputy Executive Officer

Liana Bailey-Crimmins, Chief Information Officer

Kim Malm, Division Chief, Operations, Support Services

Next Generation Government Citizen Relationship Management

Slide 2

Liana

Bailey-

Crimmins

Chief Information

Officer

Doug

Hoffner

Deputy

Executive

Officer

Kim Malm

Division Chief,

Operations,

Support Services

SPEAKERS

CalPERS Overview

Next Generation Government Citizen Relationship Management

Slide 4

CalPERS At a Glance

$300 billion Largest public pension

fund in the U.S. with

more than $300 billion

in assets

3,094 employer benefits Administers health and

retirement benefits on

behalf of 3,089 public school, local

agency and State employers

1.4 million health members Health program covers more than

1.4 million active and retired State,

local government and school

employees and their family

members

1.7 million members 1.7 million members in the

CalPERS retirement system

2,900 employees CalPERS has nearly 2,900 employees

We serve those who serve California

Next Generation Government Citizen Relationship Management

Slide 5

Strategic Planning

Goal A | Improve long-term pension

and health benefit sustainability

Goal B | Cultivate a high-performing,

risk-intelligent and innovative

organization

Goal C | Engage in State and

national policy development to

enhance the long-term sustainability

and effectiveness of our programs

CalPERS Differentiators

Next Generation Government Citizen Relationship Management

Slide 7

CalPERS Differentiators

• Board of Administration

• Prop 162

• Budget Process

• Maturing Pension System

• Transparency

• System Complexity

• Training & Development

• Culture

Technology Initiatives

Next Generation Government Citizen Relationship Management

Slide 10

Strategic Programs

Security

Roadmap

Business

Intelligence

Enterprise

Resource

Planning

Enterprise

Content

Management

Pension

& Health Investments

Information

Technology

Next Generation Government Citizen Relationship Management

Slide 11

Current Initiatives

Security

• EIS

• SIEM

• AD Redesign

Business Intelligence

• Technology Assessment

Pension/Health

• Functional Optimization

• Actuarial Valuation System

Information Technology

• Office 365

• Service Now

• Service Catalog

• Flexera

• Apptio

• HW Refresh

• DR/BR

Enterprise Resource Planning

• PeopleSoft Financials

• Travel Expense Automation

• Card Access Request Form

• PeopleSoft Architecture Refresh

Enterprise Content Management

• Accessibility Auditing

• SharePoint 2013

Investments

• Portfolio Management,

Accounting & Data Services

Next Generation Government Citizen Relationship Management

Slide 12

Project Selection Timeline

April—June September—March July

Discovery &

Analysis Budget Process

Solicitations

Released

CIO Priorities

Next Generation Government Citizen Relationship Management

Slide 14

CIO

Priorities

Knowledge

Transfer

Sustainability Progressive

Partnerships

Security

Innovative

Solutions

Next Generation Government Citizen Relationship Management

Slide 15

Information Technology Service Branch (ITSB)

John Saxon

Technology Innovation

& Strategic Services

Timothy Taylor

Enterprise Solutions

Development

Tom McCreary

Information Security

Office

Christian Farland

Information Technology

Performance &

Accountability

Andrew Warren

Customer

Technologies &

Support

Mike Nguyen

Data Center

Management

Quoc Ha

Business Application

Infrastructure Services

IT Vendor Partnerships

Next Generation Government Citizen Relationship Management

Slide 17

IT Procurement Vehicles

15 Verticals as of Jan 1, 2016

• More opportunities for vendors

• Increased competition

Scoring

• 30% based on cost

Contracts

• Deliverables based vs time & materials

Software Development Projects

• Opportunity for hybrid contract model

Updates

IT Spring

Fed Pool

Public

RFP

CalPERS

Vendor Pool

Doing Business with CalPERS

Next Generation Government Citizen Relationship Management

Slide 19

Successfully Doing Business with CalPERS

• How to Become a CalPERS

“Business Partner”

• CMAS vs. CalPERS Vendor Pool

• Knowledge Transfer Requirements

• DVBE Requirements

• Do’s and Don’ts for RFP’s

• Risk Assessment for Contracts

Q&A Doug Hoffner, Deputy Executive Officer

Liana Bailey-Crimmins, Chief Information Officer

Kim Malm, Division Chief, Operations, Support Services

Thank you!