SB 20: DIR Implementation VENDOR TOWN HALL | JULY 27, 2015 Texas Department of Information Resources

AGENDA DIR Cooperative Contracts Process ◦Purchasing Thresholds ◦Statements of Work House Bill 2000 Resources Questions and Answers

SB 20 IMPLEMENTATION Changes DIR Cooperative Contracts Process Agency Procurement and Contracting Practices Effective September 1, 2015

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

DIR Cooperative Contracts Process PURCHASING THRESHOLDS, SOWS TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Purchasing Thresholds DANA 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

Statements of Work SHANNON 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 ◦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

Two-Part Process Agency submits to DIR prior to submission to vendors Following DIR review, agency submits to vendors according to SB 20 requirements Agency negotiates with vendors and signs SOW Agency resubmits to DIR for final signature TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Next Steps ◦Agencies must post all executed SOWs on their websites ◦A vendor cannot be paid until DIR signs the SOW. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

House Bill 2000 EXPANDS DIR CUSTOMER BASE TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

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 TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION GRAPHIC D WILL GO HERE

Resources TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

Resources FAQs Webinars Customer, Vendor Portals DIR Website TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

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