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OMES-ISD PROCUREMENT

OMES-ISD PROCUREMENT. Certified Procurement Officer (CPO) Training September 2013. OMES-ISD Procurement Mission. To support the State of Oklahoma Agencies’ Information Technology procurement initiatives by providing quality, efficient service with integrity and understanding.

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OMES-ISD PROCUREMENT

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  1. OMES-ISD PROCUREMENT Certified Procurement Officer (CPO) Training September 2013

  2. OMES-ISD ProcurementMission To support the State of Oklahoma Agencies’ Information Technology procurement initiatives by providing quality, efficient service with integrity and understanding. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  3. Information Technology (IT) Procurement Overview • Business Segments and Business Segment Directors (BSDs) • OpenRange program • Procurement and Purchasing • IT Procurement & Purchasing • IT Procurement Processes & Core Functions • Defining Information Technology • Electronic Information Technology (EIT) and House Bill 1304 • EIT Definition • House Bill 1304 IT Consolidation & Coordination Act –FAQs • OMES-ISD Procurement Methods and Flow • Electronic Information Technology Accessibility (EITA) and Voluntary Product Accessibility Template (VPAT) • EITA • VPAT and Accessibility • Source Code Escrow • OMES-ISD Information “Gems” - Reference- Title 62 OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  4. Business Segments and Business Segment Directors (BSDs) OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  5. Business Segments The Business Segments represent a concerted effort to encompass all State of Oklahoma agencies and their respective IT needs for the purpose of implementing a consolidated IT organization at the state level. Through consolidation of IT support and services across the State of Oklahoma agencies and taxpayers can realize efficiencies and savings as it relates to IT needs and functions. • Construction • Education • Eligibility and Insurance • Financial, Administration and Regulatory • Health • Natural Resources • Public Safety and Defense • Revenue OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  6. Business Segment Directors (BSD) • Construction – David O’Bryant • Education – Matt Singleton • Eligibility and Insurance – Sarjoo Shah • Financial, Administration and Regulatory – Bryan Moore • Health – Patsy Leisering • Natural Resources – Matt Singleton • Public Safety and Defense – Ben Gherezgiher • Revenue – David O’Bryant OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  7. Business Segment Directors (BSD) The purpose of the BSD is to provide daily management and leadership for the agencies within the assigned business segment. The BSD reports directly to the State CIO and works closely with all members of the Office of Management and Enterprise Services and all IT employees to manage the IT services for each assigned agency. The Role of the Business Segment Director (BSD): • Set Direction • Establish IT Procurement Strategies • Oversee IT Procurement • IT Cost Efficiency • IT Operation Efficiency • IT Security -http://www.ok.gov/cio/Business_Segments/index.html OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  8. State of Oklahoma ProgramOpenRange OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  9. State of Oklahoma ProgramOpenRange What is OpenRange? A voluntary State of Oklahoma programcreated to help establish Shared IT Servicesfor all Oklahoma government affiliates. OpenRange Goals: • Remove Obstacles • Promote Leading Practices • Encourage Collaboration • Economies of Scale/Volume Purchasing openrange.ok.gov OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  10. State of Oklahoma ProgramOpenRange Who is an affiliate? • Anyone who accepts tax revenueoutside of the 132 executive branch agencies. openrange.ok.gov OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  11. State of Oklahoma ProgramOpenRange Health Affiliates • Public Hospitals • VA Hospitals • County Clinics • Tribal Health Care Facilities Education Affiliates • School Districts • Career Techs • Universities • Colleges • Libraries • Museums openrange.ok.gov OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  12. State of Oklahoma ProgramOpenRange Public Safety Affiliates • Sheriff Offices • City Police Departments Eligibility & Insurance Affiliates • Child Support Offices • Community Action Agency • Area Councils on Aging • Shelters Natural Resource Affiliates • Conservation Districts openrange.ok.gov OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  13. State of Oklahoma ProgramOpenRange A Call for Affiliates! Do you know of an affiliate groupwho can benefit from using OpenRange? • Email us the name of the affiliate and any contact informationyou have to info@openrange.ok.gov. • Ask us for our brochures to hand out to affiliates you know. openrange.ok.gov OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  14. State of Oklahoma ProgramOpenRange Learn more about OpenRange! • EmailSend us your email to keep you informed of new productsand services! Send your email to info@openrange.ok.gov. • EventsVisit our website for upcoming events.Go to OpenRange.ok.govand click on EVENTS. • FacebookLike us on Facebook at facebook.com/OpenRangeOK. • TwitterFollow us on Twitter @OpenRangeOK. openrange.ok.gov OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  15. Procurement and Purchasing OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  16. Procurement vs. Purchasing Procurement: To define procurement broadly, “Procurement” is the overarching function that describes the activities and processes to acquire goods and services. Importantly, and distinct from “Purchasing,” procurement involves activities to establish fundamental requirements such as market research, vendor evaluation and negotiation of contracts. It can also include the purchasing activities required to order and receive goods. Purchasing: The term “Purchasing” refers to the process of ordering and receiving goods and services. It is a subset of the wider procurement process. Generally, purchasing refers to the process involved in ordering goods such as request, approval, creation of a purchase order record (a Purchase Order or P.O.) and the receipting of goods. -Purchasing Insight and NIGP Dictionary of Purchasing Terms, 5th Edition OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  17. IT Procurement & Purchasing Definition: IT procurement and purchasing activities within the framework of project management are essential to any organization that utilize information systems and equipment to drive projects, processes and procedures. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  18. What is IT Procurement? • IT procurement is a series of activities and procedures referring to acquiring information technology. Often IT procurement activities are combined into a single process. • IT procurement process is one of the key strategic business processes within every organization. It is away to make the organization better and complete its business projects. The process allows determining requirements for IT systems, communicating with suppliers, administering procuring contracts, managing assets and assuring quality of the products/services procured. - MyManagementGuide.com OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  19. IT Procurement ProcessesDeployment & Management An IT procurement process, whether formal or informal, exists in every organization that acquires information technology. • Deployment Processes • Requirements Determination • Acquisition • Contract Fulfillment • Management Processes • Supplier Management • Asset Management • Quality Management OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  20. Information Technology Definition: • The technology of the production, storage, and communication of information using computers and microelectronics. -World English Dictionary • The study or use of systems (especially computers and telecommunications) for storing, retrieving, and sending information–Oxford Dictionaries OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  21. Electronic Information Technology (EIT) and House Bill 1304 OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  22. Electronic & Information Technology Definition: • Includes information technology and any equipment or interconnected system or subsystem of equipment that is used in the creation, conversion, or duplication of data or information. • The term electronic and information technology includes, but is not limited to, telecommunications products (such as telephones), information kiosks and transaction machines, World Wide Web sites, multimedia, and office equipment such as copiers and fax machines.- Answers.com OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  23. Information Technology, IT Consolidationand Coordination Act (HB 1304) Question: • What all is defined as “information technology”? Answer: • Information technology is defined as any equipment or interconnected system or subsystem of equipment that is used in the acquisition, storage, manipulation, management, movement, control, display, switching, interchange, transmission, telecommunications, or reception of data or information. The term shall include computer, ancillary equipment, software, firmware, and similar procedures, services, including support services and consulting services, software development and related resources. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  24. Information Technology, IT Consolidationand Coordination Act (HB 1304) Question: • Is the approval requirement for information technology under the Information Technology Consolidation and Coordination ACT (HB1304) a $0 threshold or since it says assets, the inventory threshold? Answer: • Under the act, no state agency shall expend or encumber any funds for the purchase, lease, lease-purchase, or lease with option to purchase, rental or other procurement of any information technology assets without the prior written approval of the Chief Information Officer. In addition, no state agency shall initiate or implement an information technology planned project without the prior written approval of the Chief Information Officer. Copiers are included. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  25. Information Technology, IT Consolidationand Coordination Act (HB 1304) Question: • Does the act include maintenance of computer equipment, license, or any other Information Technology encumbrance? Answer: • Yes, the act includes maintenance, licenses, and any other information technology encumbrance. Question: • If I need to buy a keyboard for a PC, a desktop workstation, and/or scientific/analytical testing equipment that is computer driven and/or a copier, am I required to have those purchases authorized by the CIO? Answer: • Yes OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  26. OMES ISD Procurement Methods and Flow OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  27. OMES-ISD Procurement IT Procurement Methods : • Competitive Bidding Process • Informal – an unsealed bid • Formal – a sealed bid Agency may make IT acquisitions with approved internal procedures on file at OMES. Acquisitions above the agency’s dollar threshold are procured by ISD Procurement. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  28. OMES-ISD Procurement Non-Competitive Bidding • Sole Source • Professional Services (Title 18) • Consolidated Contracts • Emergency Acquisitions Negotiated and Established Agreements • Statewide Contracts • OneNet Contracts • GSA Contracts OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  29. IT Procurement Flow • People Soft Requisition-ePro • The solicitation’s description and scope • Detailed specifications • Any agency special provisions • Any instructions to suppliers • Evaluation method and criteria • Evaluation scoring tool • Your suggested vendor list • All files should be submitted electronicallyand in a modifiable format - Additional details can be found at www.ok.gov/cio/Procurement/. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  30. Electronic Information Technology Accessibility (EITA) and Voluntary Product Accessibility Template (VPAT) OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  31. Oklahoma’s 508 LegislationA Model for State Accessible Electronic & Information Technology • In April 2004, the state of Oklahoma enacted a law requiring its state departments and agencies to become 508 compliant by purchasing and using only electronic and information technology that is accessible to people with disabilities. • Oklahoma’s law is patterned after the federal 508 legislation which mandates that the equipment used when federal departments and agencies “develop, procure, and maintain” information be accessible to people with disabilities. (Note: Here, as with the ADA, the “undue burden” provision is in effect.) OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  32. Oklahoma’s 508 LegislationA Model for State Accessible Electronic & Information Technology The scope of 508 is very broad, covering almost everything in the modern office, such as • Software applications and operating systems; • Web‑based information and applications; • Telecommunication products; • Video and multimedia products; • Self contained, closed products (e.g., information kiosks, calculators, and fax machines); and • Desktop and portable computers - Independent Living Research Utilizationhttp://www.ilru.org/html/publications/technology/Oklahoma508.html OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  33. 508 Compliance Electronic Information Technology Accessibility (EITA) IMAGINE IF . . . OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  34. 508 Compliance Electronic Information Technology Accessibility (EITA) Why it’s important? It’s the Law.Why comply? It’s the Right Thing to do. • 6.4 million people in the United States have a visual disability. • 10.5 million people in United States population have a hearing disability. • 20.9 million people in United States population have an ambulatory disability. • 14.8 million people in United States population have a cognitive disability. That means that, on average, 13.2 million people in the United States have at least one disability that Section 508 is meant to help with - HHS.govand U. S. Department of Health & Human Services OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  35. Electronic Information Technology Accessibility (EITA) • Accessibility determination is conducted as part of the objective evaluation. The degree of adaptation to the IT Accessibility Standards is accomplished through a review of vendor provided information submitted in the form of a VPAT or similar document. It is recommended that the evaluation team include a subject matter expert(s) as part of the evaluation process. • Upon award an agency may also use the Electronic and Information Technology Accessible checklist together with a completed VPAT to document information related to selection of an EIT product or service. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  36. Electronic Information Technology Accessibility (EITA) • The majority of Information Technology (IT) acquisitions must meet EITA Standards • IT Solicitation Template • Section E contains the following language For Statewide Contract acquisitions • “VPAT Website – Offeror is to provide a URL link to a website providing VPAT for product deliverables through resulting contract.” For Non-Statewide Contract acquisitions • “Offeror must provide a Voluntary Product Accessibility Template (VPAT) that indicates compliance of all products offered with the provisions of Section 508 of the Rehabilitation Act Amendments included in the Workforce Investment Act of 1998. Please complete the attached VPAT & Accessibility OMES form. Also attached is the VPAT Instructions Template.” OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  37. Electronic Information Technology Accessibility (EITA) Procurement • Agency Acquisitions: Agencies should require and maintain a VPAT for all Electronic Information Technology (EIT) acquisitions along with the Electronic and Information Technology Accessibility (EITA) checklist. The checklist is designed to support the acquisition. • OMES-ISD Procurement Acquisitions: When submitting specifications for review, agencies should include or reference the corresponding VPAT required for the acquisition. It should be determined if the VPAT will be referenced as an attachment to the RFP or a statement as to where bidders may locate the required form(s). Occasionally a procurement may include more than one standard category. For example an acquisition may include one or more of the categories below: • Software applications and operating systems • Web-based internet and intranet information and application • Telecommunication products • Information, documentation, and support documentation requirements OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  38. Electronic Information Technology Accessibility (EITA) EITA Standards • A copy of the existing EITA Standards can be located on the OMES website at:www.ok.gov/cio/documents/isd_itas.doc EITA Clause • The EITA clause used in all IT solicitations can be located on the OMES website at:http://www.ok.gov/cio/Procurement/index.htm OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  39. Voluntary Product Accessibility Template (VPAT) Voluntary Product Accessibility Templates (VPATs) assist in making preliminary assessments regarding the availability of commercial, electronic information products by highlighting features that support the Section 508 accessibility criteria as established by the state. • VPAT forms should be completed byacquisition type • Agency should maintain a copy of allVPATs and VPAT checklists. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  40. Voluntary Product Accessibility Template (VPAT) VPAT forms by acquisition type: • 053-4.3: Web-Based Internet and Applications • 053-4.4: Telecommunication Products • 053-4.5: Video and Multimedia Products • 053-4.6: Desktop and Portable Computers • 053-4.7: Information, Documentation and Support • 055: Accessible Technology Procurement Checklist & Documentation • 056: EITA Undue Burden VPAT Procedures and Checklists: • Forms and additional information can be found at:http://www.ok.gov/cio/Procurement/index.html OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  41. Source Code Escrow OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  42. Source Code Escrow (Title 62.OS) No State agency, as defined by Section 250.3 of Title 75 of the Oklahoma Statutes, nor the ISD Procurement Division of the Office of Management & Enterprise Services, unless otherwise provided by Federal law, shall enter into a contract for the acquisition of customized computer software developed or modified exclusively for the agency or the State, unless the contractor agrees to place into escrow with an independent third party the source code for the software and/or modifications. - People Soft Standard Comment ID 0290 OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  43. What is Source Code? Source code is the only format that is readable by humans. When you purchase programs, you usually receive them in their machine-language format. This means that you can execute them directly, but you cannot read or modify them. Some software manufacturers provide source code, but this is useful only if you are an experienced programmer. - WEBOPEDIAand IT Business Edge OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  44. Source Code Escrow (Title 62.OS) Why? • Should the software provider cease to support the software, it becomes the property of the purchasers. It is the responsibility of the purchaser to arrange for continued maintenance of the product. • Neutral third parties, the Source Code Escrow agents, serve both the end-user and the software supplier by providing physical and legal protection for the escrow deposits and all related services. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  45. Source Code Escrow (Title 62.OS) Why? continued . . . • The necessity of escrow assures the continued operation and maintenance of custom software applications in the event the software provider should fail to maintain the application, cease business operations or encounter some other pre-negotiated released event. - Dictionary.com and Purchasing Insight OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  46. Escrow OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement 45

  47. OMES-ISD Information “Gems” OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  48. OMES-ISD Procurement “Gems” OMES-ISD Information “Gems”: • IT Procurement Pre-Planning • ePro • Contracts, Purchase Orders & PeopleSoft • ITSW Contracts • Reports • Helpful Web Links OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  49. IT Solicitation Pre-Planning RFP Development What is IT Solicitation Pre-planning? • It is about providing good quality service with greater efficiency. • Early involvement of OMES-ISD Procurement is recommended for high dollar and complex acquisitions. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

  50. IT Solicitation Pre-Planning RFP Development ISD will . . . • Assist you with developing the solicitation, evaluation tools and any required research etc. • Review and discuss agency’s timeline to establish a timely completion. • Provide you with any other additional procurement assistance required. OMES-ISD PROCUREMENT Office of Management and Enterprise Services, Information Services Division 3115 N Lincoln Blvd., Oklahoma City, OK 73105 • (405) 521-2444 • purchasing@omes.ok.gov • www.ok.gov/cio/procurement

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