Development of Uniform Contracting and Procurement Policies

1
Development of Uniform Contracting and
Procurement Policies

• Procurement Reform Task Force Recommendation
  7
• Background
• Progress to Date
• To BeFinish Line
• Contact Information

2
Background

• Governors Task Force Report19 recommendations
• Recommendation 7
• DGS shall develop a uniform set of policies,
  procedures and processed for contracting and
  procurement activities. As part of this effort,
  DGS should undertake an initiative to align the
  laws governing contracting and procurement of
  goods, services, and IT, including the award
  protest processes.
• Core Report Diagnostic Review
• 30 recommendations
• Centralized development of policies and high
  level procedures a central theme.

3
Progress

• Implementation Phase 1 Develop Structure
• Establish dedicated policy development and
  maintenance organizationcomplete
• Develop governance systemin progress
• Develop single source policy and procedures
  documentsin progress
• Implementation Phase 2 Develop Policy
• Rewrite/update consolidate existing policies and
  high level procedures
• Establish single source documents

4
Phase 1 Structure Policies and Procedures Office
(PPO)

• Operational September, 2003
• Staff on rotational assignments of one or two
  years
• Legal counsel part of the team
• Reports directly to the Asst. Deputy Director,
  Procurement Division

5
PPO Mission

• In concert with public and private sector
  stakeholders, the PPO upholds the publics trust
  by providing leadership, knowledge and expertise
  through clear, uniform acquisition policies and
  procedures.

6
PPO Vision

• California performs acquisition functions using a
  uniform body of policies and foundational
  procedures traceable to its Constitution, law
  and regulations, where acquisition policies and
  procedures are systematically and regularly
  reviewed, vetted, published, updated and
  supported by electronic tools.

7
PPO Goals

• Goal 1 Establish and maintain clear, uniform
  policies and procedures
• Goal 2 Establish value-added PPO operating
  collaboratively with stakeholders
• Goal 3 Recommend laws/regulatory changes
• Goal 4 Leverage technology to support policies
  and procedures
• Goal 5 Continuous investment in PPO staff
  knowledge, expertise and leadership

8
Phase 1 StructureGovernance System

• DGS
• Starting with prototype system in PD
• Board of senior manager decision makers
• Significant interaction with middle managers,
  buyers and other stakeholders
• Issues drivenconcentrate on substance verses
  form
• Statewide
• Developed policy lifecycle process diagrams
• Developing governance structure document
• Developing policy document structure
• Developing job aids to provide for repeatable
  processes

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Policy Procedure Lifecycle
9
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To BeFinish Line
Single Source of Procurement / Contracting
Policies
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Contact Information

• Visit us at www.pd.dgs.ca.gov