california public employees’ retirement system · pdf filekim malm, division chief,...
TRANSCRIPT
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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
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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
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CalPERS Overview
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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
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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
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CalPERS Differentiators
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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
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Technology Initiatives
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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
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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
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Next Generation Government Citizen Relationship Management
Slide 12
Project Selection Timeline
April—June September—March July
Discovery &
Analysis Budget Process
Solicitations
Released
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CIO Priorities
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Next Generation Government Citizen Relationship Management
Slide 14
CIO
Priorities
Knowledge
Transfer
Sustainability Progressive
Partnerships
Security
Innovative
Solutions
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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
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IT Vendor Partnerships
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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
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Doing Business with CalPERS
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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
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Q&A Doug Hoffner, Deputy Executive Officer
Liana Bailey-Crimmins, Chief Information Officer
Kim Malm, Division Chief, Operations, Support Services
Thank you!