Information for Webcast attendees

1. Information for Webcast attendees Please go to the following link for copies of: Agenda Feedback Form PowerPoint Presentation http://www.dgs.ca.gov/pd/Programs/OSDS/CommunicationsOutreach.aspx

2. READY TO START 2013

3. Procurement Division Customer Forum January 30, 2013

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

5. Appreciation Award Presented By: Jim Butler Deputy Director and Chief Procurement Officer And Fran Archuleta Purchasing Manager Strategic Sourcing

6. GO-Biz Small Business UnitAdvocate Update Barbara Vohryzek Deputy Director Small Business Advocate Governor’s Office of Business and Economic Development barbara.vohryzek@gov.ca.gov (916) 319-9968

7. GO-Biz Small Business UnitMajor Projects • Small Business Workshops • GO-Biz Brown Bag It! • Capital Readiness 2013 • Disaster Preparedness and Recovery • Interagency Small Business Working Group Projects • Small Business Online Portal • Compliance Assistance • SB/DVBE Procurement - Special Projects

8. Small Business Workshops • GO-Biz Brown Bag It! • Statewide workshop series on current small business topics • 5-6 workshops planned for Spring/Summer 2013 • Sacramento, Fresno, Bay Area, and Los Angeles/San Diego Regions • Capital Readiness 2013 • Statewide rural workshop series (10-12) on access to finance for small businesses • Partnership with California Community Colleges/Business & Entrepreneurship Centers, USDA Rural Development and Small Business Development Centers • Disaster Preparedness and Recovery • 2-3 workshops (Los Angeles and Bay Area region) on disaster planning

9. Interagency Small Business Working Group • GO-Biz Small Business Online Portal • Development and implementation of an online portal for businesses to submit questions and receive answers on State regulatory, permitting and licensing issues. • Compliance Assistance • Consolidation of resources to reduce business noncompliance on State regulations, licenses, and permits. • SB/DVBE Procurement - Special Projects • Website updates to enhance visibility of department small business advocates on State websites. • Development and dissemination of survey for certified small businesses and contract analysts to track program performance.

10. Questions

11. PCC 6611 Negotiations Procedures Jim Butler Deputy Director and Chief Procurement Officer jim.butler@dgs.ca.gov (916) 375-4417

12. PCC 6611 Negotiations Procedures • Driving greater use of negotiations • Make greater use of negotiations for major acquisitions • Establish standard procedures for requesting, approving, and implementing negotiations • Complete procurements on schedule with outstanding results

13. PCC 6611 Negotiations Procedures • Followed a public process that included • State agencies • Trade groups • IT bidders

14. PCC 6611 Negotiations Procedures • Changes • Use from the start of a procurement • Use when no responsive bids are received • Informal objection process • User guide and training

15. PCC 6611 Negotiations Procedures • Next Steps • Final round of feedback by 1/22/13 • Publish updated procedures by 3/1/13 • Request template • User guide • CalPCA training (will follow in Summer of 2013)

16. IT Procurement Model IT Terms & Conditions Roger Anderson Branch Chief Technology Acquisitions Roger.Anderson@dgs.ca.gov (916) 375-4332

17. IT Procurement Model IT Terms & Conditions • Collaborative Effort • Departments • IT Vendors • Legal Counsel • State • Vendor

18. IT Procurement Model IT Terms & Conditions • Areas of Focus • GSPD 401-IT (6/8/2010) • State Model Provisions • Purchase • Maintenance • Software • Personal Services

19. IT Procurement Model IT Terms & Conditions • Modify Definitions • Disputes (41) • Revision to the process • Stop Work (42) • Timeline changes

20. IT Procurement Model IT Terms & Conditions • Elimination of Special Provisions • Revised General Provisions for IT • Statement Of Work (SOW) • DGS/PD Recommendations

21. IT Procurement Model IT Terms & Conditions • Next Steps • Forums in late February • Acceptance; Warranty; Maintenance • Limitation of Liability; Indemnification • Termination Issues

22. Questions ?

23. 10 minutes BREAK

24. Update on Statewide Contracts Linda Daveler Supervisor Contracts Management Unit 2 Linda.daveler@dgs.ca.gov (916) 375-4459

25. Update on Statewide Contracts • Fleet Vehicle Contracts - Awarded • Zero Emission Vehicles (ZEV) • 25-Year Service Award – in evaluation • Enforcement Motorcycles (CHP) • Tires, General/Specialty

26. Update on Statewide Contracts Carol Loscutoff Staff EDP Analyst Contracts Management Unit 1 Carol.loscutoff@dgs.ca.gov (916) 375-4540

27. Update on Statewide Contracts • Towels & blankets – will include testing of product • Gases, welding, etc. – in evaluation • Rainwear (Caltrans) – in evaluation • PC Goods - in evaluation • Reman Toner Cartridges – Extended

28. Update on Contracts Multiple Awards Program Section Kayla Dann Master Service Agreements Supervisor Kayla.dann@dgs.ca.gov (916) 375-4448

29. Update on Contracts Master Service Agreements • Commercial Car Rental • Enterprise 12/31/13

30. Update on Contracts WSCA • Light Duty Auto Parts – 12/31/13 • Postage and Mail Processing Equipment, Accessories, Services and Supplies (MA) - 2/13/13 • Breast Pumps (WA) – 1/17/15

31. Update on Contracts WSCA • Mailing Equipment, Supplies and Maintenance (Arizona) • Software VAR (Arizona) • Managed Print Services (New Mexico)

32. Update on Contracts • Software License Program (SLP) • Verdiem • ASG software • BDNA • VMWare • SAP • Unidesk • CA, Inc. • Attachmate • Quest • EMC • Check Point

33. Questions ?

34. CAL-PCA Update Joseph Watkins Manager California Procurement & Contracting Academy - Basic joseph.watkins@dgs.ca.gov (916) 376-4637

35. CAL-PCA Update • Current course changes • New offerings for 2013/14

36. CAL-PCA Update • Current course changes • Non-IT Goods Under $5,000 Workshop • Acquisitions Under $5,000 • Non-Competitive Bid Workshop • From 1-day to ½-day class

37. CAL-PCA Update • Current course changes • Intermediate Acquisitions Certification Program • Was 10-day class • Will be 5-day class

38. CAL-PCA Update • New offerings for 2013/14 • SB/DVBE Bid Option Workshop • ½-day class • Contract Management Workshop • 1-day class

39. Questions ?

40. FI$CAL Update Kelly Holtz FI$Cal Change Management Office, Deputy Director Kelly.Holtz@FISCAL.ca.gov (916) 576-5187

41. FI$Cal Wave Timeline

42. FI$Cal Design Process SME and Departmental Input

43. Pre-Wave

44. Wave 1

45. Upcoming Events • Pre-Wave • Readiness Activities • Build Configuration • Prepare Test Scripts • Develop Training • Wave 1 • Readiness Activities • Design Configuration • Design Training • Develop Training

46. FI$Cal Contacts For more information about FI$Cal: www.fiscal.ca.gov FI$Cal Change Management Office: fiscal.cmo@fiscal.ca.gov

47. Questions ?

48. Pleasefill out the feedback form before you leave. Your input is greatly appreciated! **Mark Your Calendar for the Next Customer Forum April 18,2013 Feedback

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