State Purchasing – DTS SOLICITATION AND CONTRACTS PROCESS BACKGROUND AND HIGHLIGHTS 10/21/2015 Complement to the State Purchasing – DTS Solicitation and Contracts Guide

 DTS Authority  Sources  Scope  DTS Services  DTS Exceptions  Additional Resources

 Code: Part 63F, Utah Technology Governance Act (2005)  § 63F-1-102(6)(b) exempts the following agencies from DTS authority:  Legislative branch  Judicial branch  State Board of Education  Institutions of higher education  Board of Regents  State Auditor  State Treasurer  Attorney General  Independent entities  § 63F requires the CIO’s approval of the acquisition by an executive branch agency of:  Information technology equipment  Telecommunications equipment  Software  Services related to the above  Data acquisition

 Rule: R895. Technology Services, Administration.  R Acquisition of Information Technology requires the CIO to “exercise general supervision and control over the purchase of all hardware, software, and technology services.”  Hardware: Physical technology used to process, manage, store, transmit, receive, or deliver information.  Software: Non-physical technology used to process, manage, store, transmit, receive, or deliver information. Includes all supporting documentation, media, related materials, modifications, versions, upgrades, enhancements, updates, or replacements.  Technology services: All services, functions, and activities that facilitate the design, implementation, creation, or use of software, hardware, or telephony products. Includes data acquisition, seat management, staffing augmentation, training, maintenance, and subscription services.

 Exception from what?  Does NOT refer to:  Utilization of DTS-provided products or services  Day-to-day management of contract/project  CAN refer to:  Participation by DTS Contracts in solicitation drafting  Participation by DTS technical expert in evaluation  Business case requirement  Inclusion of DTS on contract document  Inclusion of DTS Ts&Cs in contract  Ordering and payment by DTS on behalf of agency

FULLPARTIALNONE Kick-off meeting attendance Agency/ State Purchasing Agency/ State Purchasing Agency/DTS/ State Purchasing Contract drafted by… Agency Agency/DTS DTS on contract document -Signature line Party and signature line Exception form sent to State Purchasing with contract - Purchase orders and payments processed by… Agency DTS Contract/project managed by… Agency FULLPARTIALNONE Exception form completed and signed - RQM/RQS submitted in FINET by… Agency DTS Business case required -- DTS Contracts involved in solicitation -- DTS employee on evaluation committee -Case-by-case Terms and conditions Attachment A: Standard Ts&Cs Attachment A: Standard Ts&Cs and Attachment B: Additional IT Ts&Cs Attachment A: DTS Standard Ts&Cs

 Utah Technology Governance Act   DTS Administrative Rules   State Purchasing – DTS Solicitation and Contracts Guide   DTS products, services, and policies   Fay Tan, Purchasing Agent (State Purchasing)  (801) 