State Purchasing – DTS SOLICITATION AND CONTRACTS PROCESSBACKGROUND AND HIGHLIGHTS

10/21/2015

Complement to the State Purchasing – DTS Solicitation and Contracts Guide

Overview DTS Authority

Sources Scope

DTS Services DTS Exceptions Additional Resources

Code: Part 63F, Utah Technology Governance Act (2005) § 63F-1-102(6)(b) exempts the following agencies from DTS

authority: Legislative branch Judicial branch State Board of Education Institutions of higher education Board of Regents State Auditor State Treasurer Attorney General Independent entities

§ 63F-1-205 requires the CIO’s approval of the acquisition by an executive branch agency of: Information technology equipment Telecommunications equipment Software Services related to the above Data acquisition

DTS Authority

DTS Authority Rule: R895. Technology Services, Administration.

R895-5-5. Acquisition of Information Technology requires the CIO to “exercise general supervision and control over the purchase of all hardware, software, and technology services.” Hardware: Physical technology used to process,

manage, store, transmit, receive, or deliver information. Software: Non-physical technology used to process,

manage, store, transmit, receive, or deliver information. Includes all supporting documentation, media, related materials, modifications, versions, upgrades, enhancements, updates, or replacements.

Technology services: All services, functions, and activities that facilitate the design, implementation, creation, or use of software, hardware, or telephony products. Includes data acquisition, seat management, staffing augmentation, training, maintenance, and subscription services.

DTS Services

DTS Exceptions Exception from what?

Does NOT refer to: Utilization of DTS-provided products or services Day-to-day management of contract/project

CAN refer to: Participation by DTS Contracts in solicitation drafting Participation by DTS technical expert in evaluation Business case requirement Inclusion of DTS on contract document Inclusion of DTS Ts&Cs in contract Ordering and payment by DTS on behalf of agency

FULL PARTIAL NONE

Kick-off meeting attendance

Agency/State Purchasing

Agency/State Purchasing

Agency/DTS/State Purchasing

Contract drafted by… Agency Agency Agency/DTSDTS on contract document - Signature line Party and

signature lineException form sent to State Purchasing with contract

-

Purchase orders and payments processed by…

Agency Agency DTS

Contract/project managed by… Agency Agency Agency

FULL PARTIAL NONE

Exception form completed and signed -

RQM/RQS submitted in FINET by… Agency Agency DTS

Business case required - - DTS Contracts involved in solicitation - - DTS employee on evaluation committee - Case-by-case Terms and conditions

Attachment A: Standard Ts&Cs

Attachment A: Standard Ts&Cs and Attachment B: Additional IT

Ts&Cs

Attachment A: DTS Standard

Ts&Cs

DTS Exceptions

Additional Resources Utah Technology Governance Act

http://le.utah.gov/xcode/Title63F/63F.html DTS Administrative Rules

http://www.rules.utah.gov/publicat/code/r895/r895.htm State Purchasing – DTS Solicitation and Contracts

Guide www.purchasing.utah.gov/purchasingforms

DTS products, services, and policies www.dts.utah.gov

Fay Tan, Purchasing Agent (State Purchasing) (801) 538-3524 ftan@utah.gov