1. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 1 Senate Bill 20: DIR Implementation STATE AGENCY WEBINAR| AUGUST 12, 2015 Texas Department of Information Resources

2. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 2 Welcome and Context DEBORAH HUJAR, DIRECTOR OF PLANNING POLICY AND GOVERNANCE

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

4. Agenda Cooperative Contracts Process ◦Purchasing Thresholds ◦Statements of Work Rulemaking Changes Additional Resources Addressing Your Questions 4

5. SPEAKERS Shannon Kelley Enterprise Contracts Grace Windbigler Director of Technology Sourcing Office Dana L. Collins Contract and Vendor Management 5

6. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 6 DIR Cooperative Contracts Process PURCHASING THRESHOLDS, STATEMENTS OF WORK

7. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 7 Purchasing Thresholds DANA L. COLLINS

8. 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 8

9. 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 9

10. 10 Statements of Work SHANNON KELLEY

11. Statement of Work Required > $50,000 ◦Cloud Services ◦Deliverables Based Information Technology Services (DBITS) ◦Managed Services for Information Technology ◦IT Security Services ◦Comprehensive Web Development TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 11

12. 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 12

13. Statement of Work Review NOT Required ◦IT Staffing Services ◦Support Agreements ◦Maintenance Agreements ◦Hardware or Software Only Contracts TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 13

14. SOW Review and Signature Process TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 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) 14

15. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 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, signs and returns SOW to agency SOW Review and Signature Process 15

16. Post SOW in its Entirety Subject to exceptions in the Texas Public Information Act and opinions of the Office of Attorney General Maintain Posting At a minimum, throughout term of the SOW, including any renewals or extensions Posting SOWs on Agency Websites DIR is proposing the following update to TAC 212 16

17. Posting SOWs on Agency Websites TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION Maintain a listing of SOWs In alphabetical order by vendor name or numerical order by contract number in a central location Maintain a current agency contact person With related email address and phone number to contact for info regarding the SOW 17

18. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 18 Rulemaking Changes GRACE WINDBIGLER

19. 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

20. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 20 Resources

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

22. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 22 Questions and Answers MODERATED BY DEBORAH HUJAR

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

24. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 24 Close

25. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 25 Thank you To all attendees for your participation To our speakers for their expertise To TASSCC for their partnership Texas Department of Information Resources

26. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 26 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

27. TECHNOLOGY SOLUTIONS FOR GOVERNMENT AND EDUCATION 27 Stay tuned for updates www.dir.texas.gov Texas Department of Information Resources