1. SB 20: DIR Implementation STATE AGENCY TOWN HALL | JULY 16, 2015 Texas Department of Information Resources

2. Session Overview LYNDA BAKER MODERATOR TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

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

4. 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

5. 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

6. Welcome PRISCILLA PIPHO CHIEF CUSTOMER OFFICER TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

7. DIR Cooperative Contracts Process PURCHASING THRESHOLDS, SOWS, RULE MAKING TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

8. Purchasing Thresholds DANA COLLINS TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

9. 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

10. 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

11. Statements of Work SHANNON KELLEY TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

12. 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

13. 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

14. Statement of Work Review NOT Required ◦IT Staffing Services ◦Support Agreements ◦Maintenance Agreements ◦Hardware or Software Only Contracts TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

15. 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

16. 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

17. Rule Making DANA COLLINS TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

18. 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

19. Agency Procurement and Contracting Practices DANA COLLINS TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

20. 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

21. Accessing Essential Resources FAQs Webinars Customer, Vendor Portals DIR Website TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

22. Questions & Answers MODERATED SESSION TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

23. Closing Comments EVENT SURVEY CONTINUING EDUCATION TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION

24. Texas Department of Information Resources We want to hear from you. To contact us: Website feedback form CustomerAssistance@dir.texas.gov 1-855-ASK-DIR1 (1-855-275-3471) Texas Department of Information Resources

25. Thank you. Stay tuned for updates: www.dir.texas.gov Texas Department of Information Resources