TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 1 Senate Bill 20: DIR Implementation VENDOR WEBINAR| AUGUST 25, 2015 Texas Department of Information Resources

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 2 Webinar Format DEBORAH HUJAR DIRECTOR OF TECHNOLOGY PLANNING, POLICY AND GOVERNANCE

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 3 Before we begin… ABOUT GoToWebinar® CONTROL PANEL

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Remember DURING WEBINAR How to Participate ◦Type Questions in Question Pane ◦Click “hand” icon to “Raise Hand” Technical Difficulties ◦Help button at top of Control Panel AFTER WEBINAR Evaluation ◦Immediately following webinar 5

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 6 Senate Bill 20: DIR Implementation VENDOR WEBINAR| AUGUST 25, 2015 Texas Department of Information Resources

SB 20 IMPLEMENTATION Changes DIR Cooperative Contracts Process Agency Procurement &Contracting Practices Effective September 1,

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 8 But wait… CUSTOMER AND PROGRAM EXCEPTIONS

Threshold and Statement of Work review and signature processes do not apply Institutions of higher education K-12 Local governments Assistance organizations Out-of-state customers Customer Exceptions 9

Program Exemptions Threshold requirements and Statement of Work processes do not apply to contracts procured through the Data Center Services program signed by the contracted vendors (e.g. Atos, Capgemini and Xerox Corporation). 10

Program Exemptions: DCS continued All Statements of Work that are being administered through the Data Center Services program as a Pass- through expense will be subject to SB 20 and State Procurement Rules. The Statement of Work draft will need to be sent to DIR for review and the final SOW will require DIR’s signature approval. 11

Program Exemptions Thresholds do not apply to contracts for telecommunications services, such as TEX-AN Services and Managed Services for Telecommunications. Managed Services for Telecommunications contracts have separate review process for approval of Statements of Work, but will not require DIR signature for executing the SOW. 12

Agenda Cooperative Contracts Process ◦Purchasing Thresholds ◦Statements of Work House Bill 2000 Additional Resources Addressing Your Questions 13

SPEAKERS Shannon Kelley Enterprise Contracts Grace Windbigler Director of Technology Sourcing Office Dana L. Collins Contract and Vendor Management 14

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 15 DIR Cooperative Contracts Process PURCHASING THRESHOLDS, STATEMENTS OF WORK

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 16 Purchasing Thresholds DANA L. COLLINS

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 17

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. 18

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 19 Statements of Work SHANNON KELLEY

Statement of Work Required > $50,000 ◦Cloud Services (if customers complete a SOW) ◦Deliverables Based Information Technology Services (DBITS) ◦Managed Services for Information Technology ◦IT Security Services ◦Comprehensive Web Development 20

Statement of Work Review NOT Required ◦IT Staffing Services ◦Support Agreements ◦Maintenance Agreements ◦Hardware or Software Only Contracts 21 REVIEW REQUIRED

Submitting a Statement of Work 22 Check DIR’s website for regular updates

Two-Part Process PART 1 Agency submits to DIR prior to submission to vendors Following DIR review, agency submits to vendors according to SB 20 requirements PART 2 Agency negotiates with vendors and signs SOW Agency resubmits to DIR for final signature 23

◦Agencies must post all executed SOWs on their websites ◦A vendor cannot be paid until DIR signs the SOW. 24

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 25 House Bill 2000 GRACE WINDBIGLER

DIR Cooperative Contracts Customer Base (HB 2000) Expands to include ◦ERCOT and LCRA ◦Private schools ◦Private or independent institutions of higher education ◦Volunteer fire departments GRAPHIC D WILL GO HERE 26

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 27 Resources

FAQs Webinars Customer Portal Vendor Portal DIR Website 28

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 29 Addressing Your Questions MODERATED BY DEBORAH HUJAR

Addressing Your Questions Shannon Kelley Enterprise Contracts Grace Windbigler Technology Sourcing Office Dana L. Collins Contract & Vendor Management Deborah Hujar Planning, Policy & Governance 30

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 31 Close

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 32 Thank you To all attendees for your participation To our speakers for their expertise Texas Department of Information Resources

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 33 We want to hear from you. To contact us: Website feedback form ASK-DIR1( ) Texas Department of Information Resources

TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 34 Stay tuned for updates Texas Department of Information Resources