IT Umbrella Manufacturer Based Periodic Recruitment 1

1. IT Umbrella Manufacturer Based Periodic Recruitment 1 Pre-Bid Conference

2. General Information • If you have not done so already, please • Sign in at the registration desk located just outside the conference room door • Note the locations of the restroom and water fountain • Note the Emergency evacuation routes • Silence all cell phones and if you must make a phone call, exit the room and do so quietly • Keep side conversations to a minimum (partnering to be done outside of this meeting time)

3. Restricted Period Currently In Effect What is a restricted period? This is the time between when a solicitation is released and the contract is awarded. During this time, make sure to direct your questions to the designated contacts. Designated Contact Email • Manufacturer Based IT Umbrella: PS_SW_ITF@ogs.ny.gov • OGS Restricted Periods List https://nyspro.ogs.ny.gov/content/restricted-periods-list

4. Existing Contract This is the First Periodic Recruitment to expand the vendor pool and product offerings of the existing Manufacturers’ Umbrella Contract currently containing 70 Contractors from original solicitation. This contract can be found at: https://www.ogs.ny.gov/purchase/snt/awardnotes/7360022802can.HTM

5. Presenters • Sean Carroll, Chief Procurement Officer • Sarah Berte, Contract Management Specialist • Dewan Bristo, Contract Management Specialist 2 • Michelle St. Jock, Contract Management Specialist 2

6. Agenda

7. Questions Questions will only be taken during this presentation in the following ways: Live – on cards provided, passed to center of room Online – by emails sent to PS_SW_ITF@ogs.ny.gov OGS will review and respond to applicable questions that do not violate the restricted period at the end of this presentation. All questions after this presentation must use Attachment 6. Questions submitted during this presentation will be incorporated into the standard Q&A process.

8. CPO Remarks

9. Overview The Manufacturers’ Umbrella Contract includes the following lots, Lot 1 – Software, Lot 2 – Hardware, Lot 3 – Cloud, and Lot 4 – Implementation Services for product in Lots 1-3. Includes a mandatory second-tier competition through RFQ process. Each RFQ includes transaction specific requirements based on Authorized User needs. 70 current contracts awarded starting in 2015

10. Positive Changes • Changes made to the standard Appendix B, based on feedback from the Business Council, have been incorporated into the Manufacturers’ Umbrella terms and conditions. • Additional changes to terms and conditions, based on advice from a cloud specific consultant OGS has hired, have been made. • Other business friendly changes to terms and conditions have been incorporated.

11. Appendices & Attachments Explained

13. Don’t Forget… • Carefully read the solicitation & all appendices & attachments • Take advantage of the Q&A period • Don’t modify the format of the documents • Any deviations / exemptions requested must be submitted through Attachment 6 – Inquiries & Deviations, in order to be considered

14. Don’t Forget… • Ensure your bid submittal is complete (Att. 2) • Submit only what is requested, and ensure it is clear and legible. • Be sure the vendor name and FEIN are accurate. • Be responsive and timely to OGS clarifying questions

15. Key Events

16. Break

17. Restricted Period Currently In Effect What is a restricted period? This is the time between when a solicitation is released and the contract is awarded. During this time, make sure to direct your questions to the designated contacts. Designated Contact Email • Manufacturer Based IT Umbrella: PS_SW_ITF@ogs.ny.gov • OGS Restricted Periods List https://nyspro.ogs.ny.gov/content/restricted-periods-list

18. Questions will be brought into the official Q&A document. Official answers are those in the official Q&A document. OGS Responds to Selected Questions