information for webcast attendees please use the following link: outreach.aspx agenda feedback form

Information for Webcast attendees

Please use the following link:http://www.dgs.ca.gov/pd/Programs/OSDS/CommunicationsOutreach.aspx Agenda Feedback Form PowerPoint Presentation

Please use the following email:PDCustomerForum@dgs.ca.gov

Questions during presentations

Welcome to the April 2013State Agency Customer

Forum

Procurement DivisionCustomer Forum

April 25, 2013

Introductions

Eric Mandell

ChiefOffice of SB and DVBE

Services/Outreach Brancheric.mandell@dgs.ca.gov

(916) 375-4608

MOST IMPROVED SMALL BUSINESS PARTICIPATION

Small Agency California Educational Facilities Authority

AWARDEES

MOST IMPROVED SMALL BUSINESS PARTICIPATION

Medium Agency Department of Housing & Community Development

AWARDEES

MOST IMPROVED SMALL BUSINESS PARTICIPATION

Large Agency Department of Education

AWARDEES

MOST IMPROVED DVBE PARTICIPATION

Small Agency California Educational Facilities Authority

AWARDEES

MOST IMPROVED DVBE PARTICIPATION

Medium Agency Department of Community Services & Development

AWARDEES

MOST IMPROVED DVBE PARTICIPATION

Large Agency Department of Water Resources

AWARDEES

ADVOCATE OF THE YEAR

Gold Lisa Tackett, Kern Valley State Prison

AWARDEES

ADVOCATE OF THE YEAR

Silver Laurie Cootz, Department of Corporations

AWARDEES

ADVOCATE OF THE YEAR

Bronze Sean O’Neal, Department of Real Estate

AWARDEES

ADVOCATE OF THE YEAR

Honorable Mention Ernesto Francisco, Department of Corrections, California Medical FacilityTanya Marcellana, Department of AgingProcurement Team, Office of State Publishing

AWARDEES

STATE AGENCY RECOGNITION AWARD

Gold Department of Water ResourcesFranchise Tax Board

AWARDEES

STATE AGENCY RECOGNITION AWARD

Silver Department of Aging

AWARDEES

STATE AGENCY RECOGNITION AWARD

Bronze Department of InsuranceKern Valley State Prison Procurement

AWARDEES

STATE AGENCY RECOGNITION AWARD

Honorable Mention Department of CorporationsMilitary DepartmentDepartment of Corrections, California Medical Facility

AWARDEES

SMALL BUSINESS ADVOCATE INNOVATION AWARD

Peter Gravett, CalvetGeorge Crosby, Caltrans, District 4

AWARDEES

SECRETARY’S SPECIAL ACHIEVEMENT AWARD

Tracie Zamora, Franchise Tax Board

AWARDEES

ADVOCATE SUPPORT AWARD

Wayne Gross, Department of General Services

AWARDEES

GOVERNOR’S AWARD

Corcoran State Prison, Substance Abuse

AWARDEES

ADVOCATE/PEER AWARD

Wayne Gross, Department of General ServicesColleen Rubens, CalRecycle

AWARDEES

SB/DVBE LEADERSHIP AWARD

Mollie Lovett, Department of General Services

AWARDEES

Office of Small Business Advocate Update

Barbara A. Vohryzek

Small Business AdvocateGovernor’s Office of Business

and Economic DevelopmentBarbara.Vohryzek@gov.ca.gov

(916) 319-9953

Overview

Current Initiatives Workshops and Other Events/Outreach Interagency Projects

Questions

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

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

Questions

IT Terms and Conditions IT Procurement Reform

Jim Butler

Deputy Director and

Chief Procurement Officer Jim.butler@dgs.ca.gov

(916) 375-4417

There are no bullet points for this presentation

Please listen carefully

IT Terms and Conditions IT Procurement Reform

Upcoming SB/DVBE Outreach Events

Wayne Gross

Customer LiaisonWayne.gross@dgs.ca.gov

(916) 375-4339

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

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

Upcoming SB/DVBE Outreach Events

Questions?

CAL-PCA/Policy

Joseph Watkins

ManagerCalifornia Procurement & Contracting

Academy joseph.watkins@dgs.ca.gov

(916) 376-4637

CAL-PCA Update

Announcing new class schedules

for fiscal year 2013/14

CAL-PCA Update

Acquisitions Under $5,000

Workshop LiveMeeting Webinar

May 21, 22, 23Tues. Wed. Thurs.

Enroll on the TRS

CAL-PCA Update

DGS Training Registration System

https://www.training.dgs.ca.gov

CAL-PCA Update

Request for yourAgency’s Training Coordinator:

One User Profile per Employee

CAL-PCA Update

Questions?

DOR/DGS State Price Schedule Rollout for

Accessibility

Steven Casarez

SupervisorContracts Management UnitSteve.casarez@dgs.ca.gov

(916) 375-4624

New State Price Schedule forAssistive Technology

(SPS-AT)

Presenter:Steven Casarez, SupervisorContract Management Unit

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.

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.

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.

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;

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);

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.

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)

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.

SPS SupplierTerms 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.

.

SPS SupplierTerms 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.

.

Supplier ParticipationRequirements

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.

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

.

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

.

DGS Contact

Hiroko Kurosawa, Contract Administrator

Department of General Services

Procurement Division

Phone (916) 375-4382

Email: Hiroko.Kurosawa@dgs.ca.gov

THANK YOU FOR PARTICIPATING !

Questions

10 minutes

BREAK

Performance & Environmental Standards

Work Group

Charleen Fain-Keslar

DGSStandards & Quality Control Manager

Charleen.Fainkeslar@dgs.ca.gov(916) 375-4454

Performance & Environmental Standards Workgroup

Performance & Environmental Standards Workgroup

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

Performance & Environmental Standards Workgroup

MembersWorking group comprised of subject matter experts and state buyers.

Meetings held the third Tuesday of every month.

MoreWhere to find information: http://www.dgs.ca.gov/pd/Programs/Engineering.aspx and DGS Buying Green website.

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.

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.

Questions

Update on Statewide Contracts

Steven Casarez

SupervisorContracts Management Unit Steve.casarez@dgs.ca.gov

(916) 375-4624

Update on Statewide Contracts

Toner Cartridges – New & Reman

25 year Award products on contract Reminder: read the contract user guide

Questions

Update on Contracts

Steven Kobayashi

Senior EDP Acquisition Specialist

Steven.Kobayashi@dgs.ca.gov(916) 375-4607

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.

Update on Contracts

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

Update on Contracts

Master Service Agreements - Rebid in process IT Consulting Services Office Moving Services

Questions

New DVBE Regulations Update

Diana Alfaro

Certification & Regulation ManagerOffice of SB & DVBE Services

Diana.Alfaro@dgs.ca.gov(916) 375-4919

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

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

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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)

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REGULATION HIGHLIGHTS

• Distinction between “Disabled Veteran” and “Disabled Veteran Business Enterprise”

• 2 CCR Section 1896.73 DVBE Substitutions

83

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

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

REGULATION HIGHLIGHTS cont’d

• Prime Contractor• DVBE• Awarding Departments• Office of Small Business & DVBE

Services

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OFFICE OF SMALL BUSINESS & DVBE SERVICES

Send questions to:

OSDSHelp@dgs.ca.gov(916) 375-4940

www.dgs.ca.gov/pd/Programs/OSDS.aspx

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Questions

Please fill out the feedback form beforeyou leave. Your input is greatly appreciated!

**Mark Your Calendar for the NextCustomer Forum July 24,2013

Feedback

Eric Mandell

ChiefOffice of SB and DVBE

Services/Outreach BranchEric.Mandell@dgs.ca.gov

(916) 375-4608

Closing Remarks