Information for Webcast attendees

1
Information for Webcast attendees

• Please use the following link
• http//www.dgs.ca.gov/pd/Programs/OSDS/Communicati
  onsOutreach.aspx
• Agenda
• Feedback Form
• PowerPoint Presentation
• Please use the following email
• PDCustomerForum_at_dgs.ca.gov
• Questions during presentations

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Welcome to the April 2013State Agency Customer
Forum
3

• Procurement Division
• Customer Forum
• April 25, 2013

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Introductions

• Eric Mandell
• Chief
• Office of SB and DVBE Services/Outreach Branch
• eric.mandell_at_dgs.ca.gov
• [phone]

5
AWARDEES
MOST IMPROVED SMALL BUSINESS PARTICIPATION Small
Agency California Educational Facilities
Authority
6
AWARDEES
MOST IMPROVED SMALL BUSINESS PARTICIPATION Medium
Agency Department of Housing Community
Development
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AWARDEES
MOST IMPROVED SMALL BUSINESS PARTICIPATION Large
Agency Department of Education  
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AWARDEES
MOST IMPROVED DVBE PARTICIPATION Small Agency
California Educational Facilities Authority
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AWARDEES
MOST IMPROVED DVBE PARTICIPATION Medium Agency
Department of Community Services Development
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AWARDEES
MOST IMPROVED DVBE PARTICIPATION Large Agency
Department of Water Resources
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AWARDEES
ADVOCATE OF THE YEAR Gold Lisa Tackett, Kern
Valley State Prison
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AWARDEES
ADVOCATE OF THE YEAR Silver Laurie Cootz,
Department of Corporations
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AWARDEES
ADVOCATE OF THE YEAR Bronze Sean ONeal,
Department of Real Estate
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AWARDEES
ADVOCATE OF THE YEAR Honorable Mention Ernesto
Francisco, Department of Corrections, California
Medical FacilityTanya Marcellana, Department of
AgingProcurement Team, Office of State Publishing
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AWARDEES
STATE AGENCY RECOGNITION AWARD Gold Department
of Water ResourcesFranchise Tax Board
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AWARDEES
STATE AGENCY RECOGNITION AWARD Silver Department
of Aging
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AWARDEES
STATE AGENCY RECOGNITION AWARD Bronze Department
of InsuranceKern Valley State Prison Procurement
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AWARDEES
STATE AGENCY RECOGNITION AWARD Honorable Mention
Department of CorporationsMilitary
DepartmentDepartment of Corrections, California
Medical Facility
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AWARDEES
SMALL BUSINESS ADVOCATE INNOVATION AWARD Peter
Gravett, CalvetGeorge Crosby, Caltrans, District
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AWARDEES
SECRETARYS SPECIAL ACHIEVEMENT AWARD Tracie
Zamora, Franchise Tax Board
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AWARDEES
ADVOCATE SUPPORT AWARD Wayne Gross, Department of
General Services
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AWARDEES
GOVERNORS AWARD Corcoran State Prison, Substance
Abuse
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AWARDEES
ADVOCATE/PEER AWARD Wayne Gross, Department of
General ServicesColleen Rubens, CalRecycle
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AWARDEES
SB/DVBE LEADERSHIP AWARD Mollie Lovett,
Department of General Services
25
Office of Small Business Advocate Update

• Barbara A. Vohryzek
• Small Business Advocate
• Governors Office of Business and Economic
  Development
• Barbara.Vohryzek_at_gov.ca.gov
• [phone]

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Overview

• Current Initiatives
• Workshops and Other Events/Outreach
• Interagency Projects
• Questions

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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

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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

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Questions

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IT Terms and Conditions IT Procurement Reform

• Jim Butler
• Deputy Director
• and
• Chief Procurement Officer
• Jim.butler_at_dgs.ca.gov
• [phone]

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IT Terms and Conditions IT Procurement Reform

• There are no bullet points for this presentation
• Please listen carefully

32
Upcoming SB/DVBE Outreach Events

• Wayne Gross
• Customer Liaison
• Wayne.gross_at_dgs.ca.gov
• [phone]

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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

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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

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Upcoming SB/DVBE Outreach Events

• Questions?

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CAL-PCA/Policy

• Joseph Watkins
• Manager
• California Procurement Contracting Academy
• joseph.watkins_at_dgs.ca.gov
• [phone]

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CAL-PCA Update

• Announcing
• new class schedules
• for fiscal year 2013/14

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CAL-PCA Update

• Acquisitions Under 5,000 Workshop
• LiveMeeting Webinar
• May 21, 22, 23
• Tues. Wed. Thurs.
• Enroll on the TRS

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CAL-PCA Update

• DGS Training Registration System
• https//www.training.dgs.ca.gov

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CAL-PCA Update

• Request for your
• Agencys Training Coordinator
• One User Profile per Employee

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CAL-PCA Update

• Questions?

46
DOR/DGS State Price Schedule Rollout for
Accessibility

• Steven Casarez
• Supervisor
• Contracts Management Unit
• Steve.casarez_at_dgs.ca.gov
• [phone]

47

• New State Price Schedule for
• Assistive Technology
• (SPS-AT)

Presenter Steven Casarez, Supervisor Contract
Management Unit
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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.

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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.

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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.

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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

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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)

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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.

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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)

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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.

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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.
• .

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SPS SupplierTerms and Conditions (continued)

• INCLUDE
• Conducting an evaluation of a persons AT needs.
• Provision of specialized training on the use of
  an AT product or integrated system.
• Installation or system configuration services.
• .

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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.

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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 [phone]
• Facsimile [phone]
• Email SPS-AT_at_DOR.ca.gov
• .

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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?acagencycontviewcont
  id104262
• The DOR website discussed earlier is at
• http//www.dor.ca.gov/SPS-AT
• .

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DGS Contact

• Hiroko Kurosawa, Contract Administrator
• Department of General Services
• Procurement Division
• Phone [phone]
• Email Hiroko.Kurosawa_at_dgs.ca.gov

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THANK YOU FOR PARTICIPATING !
Questions
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BREAK
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Performance Environmental Standards Work Group

• Charleen Fain-Keslar
• DGS
• Standards Quality Control Manager
• Charleen.Fainkeslar_at_dgs.ca.gov
• [phone]

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Performance Environmental Standards Workgroup
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Performance Environmental Standards Workgroup

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

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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/p
  d/Programs/Engineering.aspx and DGS Buying Green
  website.

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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.

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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.

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Questions

71
Update on Statewide Contracts

• Steven Casarez
• Supervisor
• Contracts Management Unit
• Steve.casarez_at_dgs.ca.gov
• [phone]

72
Update on Statewide Contracts

• Toner Cartridges New Reman
• 25 year Award products on contract
• Reminder read the contract user guide

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Questions

74
Update on Contracts

• Steven Kobayashi
• Senior EDP Acquisition Specialist
• Steven.Kobayashi_at_dgs.ca.gov
• [phone]

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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.

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Update on Contracts

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

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Update on Contracts

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

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Questions

79
New DVBE Regulations Update

• Diana Alfaro
• Certification Regulation Manager
• Office of SB DVBE Services
• Diana.Alfaro_at_dgs.ca.gov
• [phone]

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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

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CHAPTERED LEGISLATION

• 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)

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CHAPTERED LEGISLATION contd

• 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

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REGULATION HIGHLIGHTS contd

• 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.

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REGULATION HIGHLIGHTS contd

• DVBE Substitutions
• Section 1896.73 provides detailed information
  regarding the substitution process. It
  identifies and distinguishes the role and
  responsibilities of

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REGULATION HIGHLIGHTS contd

• 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_at_dgs.ca.gov
• [phone]
• www.dgs.ca.gov/pd/Programs/OSDS.aspx

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Questions

89
Feedback

• 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

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Closing Remarks

• Eric Mandell
• Chief
• Office of SB and DVBE Services/Outreach Branch
• Eric.Mandell_at_dgs.ca.gov
• [phone]