1. Recommendation #13 DGS shall implement an integrated system to track transactions executed by the state agencies and to capture important data related to those transactions on a near real-time basis.

2. As a minimum, the system should capture basic information from each transaction processed, including the following;  Dates received from and transmitted to various entities;  Effective date(s) of the contract or purchase order;  Dollar amount, including any amendments;

3.  State agency from which the transaction has been received, along with contact person information  Contract or procurement method (e.g. CMAS, Master Agreement, etc.);  Contractor name, identification number; and  Small business and disabled veteran business enterprise indicator.

4. Contract & Procurement Registration System Easy to use Easy to use Context sensitive help for each field (including examples) Context sensitive help for each field (including examples) Web-based, needs no special software Web-based, needs no special software

5. Logging into the system.

8. Entering a Contract into the system

9. SCPRS – Add New Contract

10. Contracting Type IT Goods IT Goods IT Services IT Services IT Consulting IT Consulting Non-IT Goods (commodities) Non-IT Goods (commodities) Non-IT Services Non-IT Services Non-IT Consulting Non-IT Consulting Public Works Public Works A & E (Architecture & Engineering) A & E (Architecture & Engineering) Interagency Agreement Interagency Agreement Grant/Subvention Contract Grant/Subvention Contract Membership/Sponsorship/Subscription Membership/Sponsorship/Subscription

11. SCPRS – Add New Contract

12. Contracting Method Competitive Bid GC 14838.5 GC 14838.5 Formal Formal Informal Informal Request for Qualifications (A&E) Request for Qualifications (A&E)

13. Contracting Method Non-Competitive Bid (NCB) One-Time Transaction One-Time Transaction Master Agreements Pre-Qualification Agreements Pre-Qualification Agreements Statewide Commodity Contracts Statewide Commodity Contracts State Price Schedule State Price Schedule Master Services Agreement Master Services Agreement Master Rental Agreement Master Rental Agreement Master Purchase Agreements Master Purchase Agreements

14. Contracting Method CMAS CMAS Emergency Emergency Statutorily Exempt Statutorily Exempt Categorically Exempt Categorically Exempt

15. SCPRS – Add New Contract

19. Entering a Contract Amendment into the system

22. Reports

25. Questions? Robert Hinchman Email robert.hinchman@dgs.ca.gov