sb 20: dir implementation state agency town hall | july 16, 2015 texas department of information...
TRANSCRIPT
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.
TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION
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
TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION
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
TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION
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
TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION
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• [email protected]• 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