2. Information for Webcast attendees Please use the following link: http://www.dgs.ca.gov/pd/Programs/OSDS/Communications Outreach.aspx Agenda Feedback Form PowerPoint Presentation Please use the following email: PDCustomerForum@dgs.ca.gov Questions during presentations

3. Welcome to the April 2013 State Agency Customer Forum

4. Procurement Division Customer Forum April 25, 2013

5. Introductions Eric Mandell Chief Office of SB and DVBE Services/Outreach Branch eric.mandell@dgs.ca.govric.mandell@dgs.ca.gov (916) 375-4608

6. MOST IMPROVED SMALL BUSINESS PARTICIPATION Small Agency California Educational Facilities Authority AWARDEES

7. MOST IMPROVED SMALL BUSINESS PARTICIPATION Medium Agency Department of Housing & Community Development AWARDEES

8. MOST IMPROVED SMALL BUSINESS PARTICIPATION Large Agency Department of Education AWARDEES

9. MOST IMPROVED DVBE PARTICIPATION Small Agency California Educational Facilities Authority AWARDEES

10. MOST IMPROVED DVBE PARTICIPATION Medium Agency Department of Community Services & Development AWARDEES

11. MOST IMPROVED DVBE PARTICIPATION Large Agency Department of Water Resources AWARDEES

12. ADVOCATE OF THE YEAR Gold Lisa Tackett, Kern Valley State Prison AWARDEES

13. ADVOCATE OF THE YEAR Silver Laurie Cootz, Department of Corporations AWARDEES

14. ADVOCATE OF THE YEAR Bronze Sean O’Neal, Department of Real Estate AWARDEES

15. ADVOCATE OF THE YEAR Honorable Mention Ernesto Francisco, Department of Corrections, California Medical Facility Tanya Marcellana, Department of Aging Procurement Team, Office of State Publishing AWARDEES

16. STATE AGENCY RECOGNITION AWARD Gold Department of Water Resources Franchise Tax Board AWARDEES

17. STATE AGENCY RECOGNITION AWARD Silver Department of Aging AWARDEES

18. STATE AGENCY RECOGNITION AWARD Bronze Department of Insurance Kern Valley State Prison Procurement AWARDEES

19. STATE AGENCY RECOGNITION AWARD Honorable Mention Department of Corporations Military Department Department of Corrections, California Medical Facility AWARDEES

20. SMALL BUSINESS ADVOCATE INNOVATION AWARD Peter Gravett, Calvet George Crosby, Caltrans, District 4 AWARDEES

21. SECRETARY’S SPECIAL ACHIEVEMENT AWARD Tracie Zamora, Franchise Tax Board AWARDEES

22. ADVOCATE SUPPORT AWARD Wayne Gross, Department of General Services AWARDEES

23. GOVERNOR’S AWARD Corcoran State Prison, Substance Abuse AWARDEES

24. ADVOCATE/PEER AWARD Wayne Gross, Department of General Services Colleen Rubens, CalRecycle AWARDEES

25. SB/DVBE LEADERSHIP AWARD Mollie Lovett, Department of General Services AWARDEES

26. Office of Small Business Advocate Update Barbara A. Vohryzek Small Business Advocate Governor’s Office of Business and Economic Development Barbara.Vohryzek@gov.ca.gov (916) 319-9953

27. Overview Current Initiatives Workshops and Other Events/Outreach Interagency Projects Questions

28. Workshops and Other Events/Outreach Brown Bag It! Workshop Past events: Fresno, Emeryville, Sacramento, and San Diego Four upcoming events in Southern California Small Business Month – May 2013

29. Interagency Projects GO-Biz Special Projects Small Business/DVBE Procurement Subcommittee Small Business/DVBE Advocate Visibility on Dept. Websites Meetings with Underperforming Departments Promote support of Advocates Organizational Health Survey Review and Response

30. Questions

31. IT Terms and Conditions IT Procurement Reform Jim Butler Deputy Director and Chief Procurement Officer Jim.butler@dgs.ca.gov (916) 375-4417

32. There are no bullet points for this presentation Please listen carefully IT Terms and Conditions IT Procurement Reform

33. Upcoming SB/DVBE Outreach Events Wayne Gross Customer Liaison Wayne.gross@dgs.ca.gov (916) 375-4339

34. Upcoming SB/DVBE Outreach Events Keeping the Promise (KTP): May 13 – 14 in Garden Grove CA Small Business Day: June 10 at Sac Convention Center Ron Brown Business Summit (CA Black Chamber of Commerce): August 15 – 17 in Fresno

35. Upcoming SB/DVBE Outreach Events CalCon Expo 2013: August 20 – 21 in Long Beach Elite SDVOB Network National Convention: August 21 – 23 in San Diego State Agency Recognition Awards (SARA): November 13 in Citrus Heights

38. Upcoming SB/DVBE Outreach Events Questions?

39. CAL-PCA/Policy Joseph Watkins Manager California Procurement & Contracting Academy joseph.watkins@dgs.ca.gov (916) 376-4637

40. CAL-PCA Update Announcing new class schedules for fiscal year 2013/14

41. CAL-PCA Update Acquisitions Under $5,000 Workshop LiveMeeting Webinar May 21, 22, 23 Tues. Wed. Thurs. Enroll on the TRS

42. CAL-PCA Update DGS Training Registration System https://www.training.dgs.ca.gov

44. CAL-PCA Update Request for your Agency’s Training Coordinator: One User Profile per Employee

46. CAL-PCA Update Questions?

47. DOR/DGS State Price Schedule Rollout for Accessibility Steven Casarez Supervisor Contracts Management Unit Steve.casarez@dgs.ca.gov (916) 375-4624

48. New State Price Schedule for Assistive Technology (SPS-AT) Presenter: Steven Casarez, Supervisor Contract Management Unit

49. What is Assistive Technology? An Assistive Technology Device is any item, piece of equipment, software or product system that is designed to increase, maintain or improve the functional capabilities of individuals with disabilities. An Assistive Technology Service directly assists an individual with a disability in the selection, acquisition or use of an Assistive Technology Device.

50. Background and Overview On the 20th Anniversary of the signing of the ADA, in July 2010, Governor Schwarzenegger issued Executive Order. The Department of Rehabilitation (DOR) and the Department of General Services (DGS) teamed together.

51. Background and Overview The American Disabilities Act Law requires that the accommodations be provided in a timely and effective manner, so it is essential that equipment or services appropriate to the needs of the employee are obtained as quickly as possible.

52. Key Changes to the SPS Clarifying the scope of purchases that can be made under the SPS and defining what constitutes Assistive Technology; Establishing more stringent eligibility standards for suppliers to participate in the program; Requiring suppliers to provide price lists that can be used to quickly determine prices for commonly purchased products and services;

53. Key Changes to the SPS (continued) Requiring suppliers to respond to requests for quotes in a timely manner; Clarifying that rules for “Fair and Reasonable Pricing” can be used to simplify purchases under $5,000; Raising the ceiling on purchases under the SPS up to $250,000 (subject to certain conditions);

54. Key Changes to the SPS (continued) Permitting purchases of $5,000 or more to be made based on two (2) Bids; Requiring that Certified Small or Disabled Veteran Business Enterprises should be used whenever possible; and Establishing criteria and procedures for termination of suppliers who fail to perform or fail to comply with SPS rules.

55. New State Price Schedule for Assistive Technology Key Features of the new SPS Website Include: A list of approved suppliers and summary description of each suppliers goods and services A list of products and services (currently under construction) Related State Master Agreements (e.g. ASL Master)

56. SPS-AT Implementation The link to the DOR website is: http://www.dor.ca.gov/SPS-AT A training video and Supplier price lists will also be available soon on this website.

57. SPS Supplier Terms and Conditions The SPS is not to be used for purchase of office equipment or software for general use. Non-AT can be included in an Integrated System. Services related to AT can be purchased under the SPS..

58. SPS Supplier Terms and Conditions (continued) INCLUDE: Conducting an evaluation of a person’s AT needs. Provision of specialized training on the use of an AT product or integrated system. Installation or system configuration services..

59. Supplier Participation Requirements Suppliers must respond to a request for a Price Quote from any State Agency within three (3) to five (5) business days. Depending on the type of order.

60. Supplier Performance Issues If a Department is unable to resolve problems with a supplier, the matter should be referred to: Simone Dumas, Chief Contracts and Procurement Section Department of Rehabilitation Telephone: (916) 558-5680 Facsimile: (916) 558-5681 Email: SPS-AT@DOR.ca.gov.

61. Further Information The SPS Application Terms and Conditions, the User Instructions, the Approved Supplier Listing and other relevant information can be found on a website maintained by DGS at: https://www.bidsync.com/DPX?ac=agencycontview &contid=104262 The DOR website discussed earlier is at: http://www.dor.ca.gov/SPS-AT.

62. DGS Contact Hiroko Kurosawa, Contract Administrator Department of General Services Procurement Division Phone (916) 375-4382 Email: Hiroko.Kurosawa@dgs.ca.gov

63. THANK YOU FOR PARTICIPATING ! Questions

64. 10 minutes BREAK

65. Performance & Environmental Standards Work Group Charleen Fain-Keslar DGS Standards & Quality Control Manager Charleen.Fainkeslar@dgs.ca.gov (916) 375-4454

66. Performance & Environmental Standards Workgroup

67. Purpose Develop policy, Purchasing Standards and Specifications for goods and services. Governor’s Executive Order B-18-12 Green Building Initiative, expanding EPP purchases Assist customers in achieving best valued procurements, Delegation and Audits

68. Performance & Environmental Standards Workgroup Members Working group comprised of subject matter experts and state buyers. Meetings held the third Tuesday of every month. More Where to find information: http://www.dgs.ca.gov/pd/Programs/Engineering.a spx and DGS Buying Green website. http://www.dgs.ca.gov/pd/Programs/Engineering.a spx

69. EO B-18-12 EO B-18-12 directs State agencies to: Reduce greenhouse gas emissions and water consumption by at least 10% by 2015 and 20% by 2020. Take action by purchasing: EPA ENERGY STAR-rated equipment and appliances; Recycled and low-VOC paints; Re-manufactured ink and toner cartridges WaterSense-labeled fixtures and irrigation equipment.

70. PES Workgroup Projects Establish work plan to develop standard purchasing specifications; Collaborate to create standardized purchasing specification templates; Propose and review policy within the State Contracting Manual; Discuss legislation and regulations impacting specifications to purchase goods and service.

71. Questions

72. Update on Statewide Contracts Steven Casarez Supervisor Contracts Management Unit Steve.casarez@dgs.ca.gov (916) 375-4624

73. Update on Statewide Contracts Toner Cartridges – New & Reman 25 year Award products on contract Reminder: read the contract user guide

74. Questions

75. Update on Contracts Steven Kobayashi Senior EDP Acquisition Specialist Steven.Kobayashi@dgs.ca.gov (916) 375-4607

76. Update on Contracts Western States Contracting Alliance/National Association of State Procurement Officials (WSCA/NASPO) New - Mailing Equipment Service and Support Bell and Howell, LLC Francotyp-Postalia, Inc. Neopost USA, Inc. STAMPS.com, Inc.

77. Update on Contracts Software License Program (SLP) Websense ASG software Pega VMWare SAS Red Hat Quest EMC Infomatica Microsoft (Academic and Government) Oracle

78. Update on Contracts Master Service Agreements - Rebid in process IT Consulting Services Office Moving Services

79. Questions

80. New DVBE Regulations Update Diana Alfaro Certification & Regulation Manager Office of SB & DVBE Services Diana.Alfaro@dgs.ca.gov (916) 375-4919

81. New DVBE Regulations Update Disabled Veteran Business Enterprise Regulations California Code of Regulations, Title 2, Division 2, Chapter 3, Subchapter 10.5, Sections 1896.60 - 1896.99.120 80

82. 2003 through 2012: Chapter 623, Statutes of 2003 (AB 669) Chapter 632, Statutes of 2003 (SB 1008) Chapter 21, Statutes of 2009 (AB 4X 21) Chapter 595, Statutes of 2009 (SB 548) CHAPTERED LEGISLATION 81

83. CHAPTERED LEGISLATION cont’d Chapter 342, Statutes of 2010 (AB 177) Chapter 383, Statutes of 2010 (AB 2249) Chapter 421, Statutes of 2012 (SB 1510) 82

84. REGULATION HIGHLIGHTS Distinction between “Disabled Veteran” and “Disabled Veteran Business Enterprise” 2 CCR Section 1896.73 DVBE Substitutions 83

85. REGULATION HIGHLIGHTS cont’d DV vs. DVBE – The regulations make a distinction between a “disabled veteran” and “disabled veteran business enterprise”. It affords stakeholders a clear understanding of the terms. The former regulations were not clear on the usage of the terms and contributed to confusion and subjective interpretation of the regulations. 84

86. REGULATION HIGHLIGHTS cont’d DVBE Substitutions – Section 1896.73 provides detailed information regarding the substitution process. It identifies and distinguishes the role and responsibilities of: 85

87. REGULATION HIGHLIGHTS cont’d Prime Contractor DVBE Awarding Departments Office of Small Business & DVBE Services 86

88. OFFICE OF SMALL BUSINESS & DVBE SERVICES Send questions to: OSDSHelp@dgs.ca.gov (916) 375-4940 www.dgs.ca.gov/pd/Programs/OSDS.aspx 87

89. Questions

90. Please fill out the feedback form before you leave. Your input is greatly appreciated! **Mark Your Calendar for the Next Customer Forum July 24,2013 Feedback

91. Eric Mandell Chief Office of SB and DVBE Services/Outreach Branch Eric.Mandell@dgs.ca.gov (916) 375-4608 Closing Remarks