ITSA CBE Roundtable Thursday, March 22, 2012 Hosted by OST, 1:00pm to 4:00pm

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level Introductions Office of the Chief Technology Officer Jim McLaughlin, Deputy Chief Technology Officer Jan Whitener, ITSA Contract Administrator Office of Contracting and Procurement James Staton, Chief Procurement Officer Department of Small and Local Business Development Ted Archer Vonetta Martin Optimal Solutions and Technologies Brian Cole, ITSA Program Manager Matt McCartney, ITSA Deputy Project Manager

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level Registering with ITSA How to become an ITSA Vendor itsa.ostglobal.com Sign the Subcontractor Agreement CBE Certification Certificate of Good Standing Insurance Requirements EFT Documents Peoplefluent Training Request information from

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level ITSA Overview 127 Registered CBEs with access to all Requirements 91 CBEs Won Awards Exceeded Requirement for 95% CBE Spend Procurement cycle reduced from 16 weeks to 4 weeks on average Data from 10/20/2008 to 7/14/2011

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level ITSA Expansion ITSA OCTOOSSEOUCMPDDOESOCFODDOTDHCFCFSADOHHSEMADYRSDHSDCRADDSOAGDDOEDCOZFEMSSCCRCDCPSDIS BDOCDSLBDOCPDMVDPWDCHR New District Agencies joining the ITSA Program Expanded Opportunities for all Registered CBEs 335 Current Resources

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level Compliance Requirements Contractual Compliance –Tax Certificate/Certificate of Good Standing –CBE Certification –Insurance Documentation OTR and DSLBD contacts –Certificate of Good Standing Request –DSLBD website NO WORK may be done for DC without all required compliance docs Removal for continued non-compliance CBE re- certification can take up to 90 days to complete

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level Trends Background Checks –Criminal record at local, state, and federal levels –Education records - degrees and certifications –Professional credentials –References –Credit reports –Social Security traces –Sex Offender registry Interviews –Candidates arriving unprepared Duplicate Submissions Submissions –Candidate Summary –Availability –Program Manager Report

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level New Candidate Summary for Hiring Managers List of all candidates with rates and DC Residency

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level New Candidate Profile for Hiring Managers Candidate Summary Skills/ Experience Certifications/ Education Easier review for Program Managers Availability

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level New Release: Peoplefluent VMS 6.0 Release Date: March 31, 2012 Stay for training after this meeting Enhanced functionality – easier to work with your information New user interface, streamlined workflows, better system s Virtual training sessions to be held next week

____ __ ____ _____ ____ ______ _____ _____ ____ _____ _____ _____ ____ _____ Click to edit Master text styles Second level Third level Fourth level Fifth level Questions