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1 Information for Webcast attendees Please use the following link: tionsoutreach.aspx Agenda, handouts, feedback form PowerPoint Presentation Please use the following if you have questions during the presentations:
2 Department of General Services Procurement Division State Agency Customer Forum January 28, 2015
3 Introductions Michael Aguillio SB/DVBE Customer Liaison DGS Procurement Division
4 DGS/FI$CAL Roger Anderson Project Business Executive, DGS January 2015 FI$Cal: Transparency. Accuracy. Integrity. 4
5 FI$Cal Wave Timeline January 2015 FI$Cal: Transparency. Accuracy. Integrity. 5
6 Wave 2 Project Timeline ANALYZE Apr-May 2014 DESIGN Jun-Aug 2014 BUILD Sept-Nov 2014 TEST Dec 2014 May 2015 DEPLOY June 2015 SUPPORT July-Sept 2015 January 2015 FI$Cal: Transparency. Accuracy. Integrity. 6
7 Wave 2 Scope Functions Statewide Procurement BidSync Retiring functionality replaced by FI$Cal SCPRS, CSCR, SB/DVBE Certification and search, LPA search DGS Procurement Policies, Statutes and Regulations still apply Access via the Procurement Portal January 2015 FI$Cal: Transparency. Accuracy. Integrity. 7
8 Wave 2 Scope Functions Wave 2 Department Procurement Sourcing (solicitations) and Contracts Decentralized P-Card Administration Delegated Purchasing Authority Administration Track and Report SB/DVBE Prime and Subcontracting Activity Statewide Vendor Management File November 15, 2014 FI$Cal: Transparency. Accuracy. Integrity. 8
9 Statewide Stakeholders Wave 4, Deferred, Exempt Departments (login required) Submit State Contract and Procurement Registration System (SCPRS) transactions Individual transactions or high-volume transactions via interface/upload Advertise Bidding opportunities on the California State Contracts Register (CSCR) Post Progress Payments Vendor Entry and Maintenance Bidders (login required) Self-Registration as Bidders Self-Service Maintenance of Bidder Profile View / Receive Solicitations Submit Bid Responses January 2015 FI$Cal: Transparency. Accuracy. Integrity. 9
10 Statewide Stakeholders Small Business/Disabled Veteran Business Enterprise (SB/DVBE) Certified Firms (login required) Online Certification Application Self-Service Maintenance for Certification and Bidder or Vendor Profile Vendors (login required) Self-Registration as evendors Self-Service Maintenance of Vendor Profile Self-Service Inquiry of Purchase Documents, Receipts, Vouchers and Payment Information View / Receive Solicitations Submit Bid Responses January 2015 FI$Cal: Transparency. Accuracy. Integrity. 10
11 Statewide Stakeholders Wave 4, Deferred, Exempt Departments, Bidders, SB/DVBE Firms, Vendors, Public, Local Governments (no login required) View Bid Opportunities on CSCR View Contractor Ads Search for certified SB/DVBE firms View Progress Payments Search for Leveraged Procurement Agreements (LPA) January 2015 FI$Cal: Transparency. Accuracy. Integrity. 11
12 State User Outreach All Departments SB/DVBE Advocate Meetings PD Customer Forums FI$Cal Forums March 2, 2015 Wave 4, Deferred, Exempt Departments FI$Cal Educational Session February 2015 January 2015 FI$Cal: Transparency. Accuracy. Integrity. 12
13 External User Outreach Vendors, Bidders, SB/DVBE DGS Partnership o Trade Shows o Customer Forums o Small Business Advocacy Council o DVBE Alliance & Elite Roundtable Meetings October 15, 2014 FI$Cal: Transparency. Accuracy. Integrity. 13
14 Wave 4 Departments Document As Is Processes Go to Scroll to ITLA logo and Click Use ITLA materials January 2015 FI$Cal: Transparency. Accuracy. Integrity. 14
15 or the FI$Cal Project at: January 2015 FI$Cal: Transparency. Accuracy. Integrity. 15
16 SARA Recap Judith Burnett AGPA DGS Procurement Division
17 SARA Recap DGS presented certificates to 37 state agencies and 20 state employees Most Improved SB and DVBE Participation 6 awards State Agency Recognition Award (SARA) 5 awards Advocate of the Year 3 awards
18 SARA Recap SB Advocate Innovation Award Secretary s Special Achievement Award Governor s Award
19 SARA Recap Governor's Award Department of General Services-Multiple Awards Program Government Operations Agency Secretary's Special Achievement Award Department of Technology Small Business Advocate Innovation Award California Public Employee Retirement Service
20 SARA Recap Most Notable Improvement for Small Business (SB) Contracting California School Finance Authority Small under $1 million Department of Community Services & Development Medium between $1 million and $7 million Office of Systems Integration Large Over $7 million
21 SARA Recap Most Notable Improvement for Disabled Veteran Business Enterprise (DVBE) Contracting California Debt Limit Allocation Committee Small under $1 million Department of Finance Medium between $1 million and $7 million Department of Fair Employment & Housing Large Over $7 million
22 SARA Recap State Agency Recognition Awards Gold California Department of Corrections and Rehabilitation-California Institution for Men Silver Department of Public Health Silver Department of Transportation District 10 Bronze The Military Department Bronze California Department of Corrections and Rehabilitation -Pleasant Valley State Prison
23 SARA Recap Advocate of the Year Awards - Gold Lynette Hall California Public Employees Retirement System Silver Curt Dickinson Department of Forestry and Fire Protection Bronze Linda L. Langley California Department of Corrections and Rehabilitation Wasco State Prison
24 SARA Recap Submit your nominations by using the Business Development Success Survey link at: velopment.aspx If you have any questions regarding this new Recognition Award program, contact Tanya Little at:
25 SARA Recap You will receive a broadcast notification announcing when the SARA web page is up
26 CalPCA Update Joseph Watkins CalPCA Manager DGS Procurement Division
27 CalPCA Update 2013/14 Attendance Goal = 2,000 Actual Attendance = 2, /15 Attendance Goal = 3,000 Attendance as of today = 1,093
28 CalPCA Update New Online Webinar: Contract Management Workshop January 21-22, 2015 March 11-12, 2015
29 CalPCA Update New Webcast: Cloud Computing Contract Special Provisions Premiered November 12-13, 2014 Modules Available on PD Webpage Next Webcast: Thursday, February 5, 2015
30 CalPCA Update DGS Training Registration System
31 CalPCA Update
32 CalPCA Update CalPCA is going DIGITAL! Development underway for on-demand online BACP mods! Learning Management System by December 31, 2015! Improved Outreach!
33 CalPCA Update Questions, Comments CalPCA Help Desk
34 CalPCA Update Questions?
35 Policy Update Bernie Quinn Research Writer
36 Policy Update SCM revisions SAM revisions Cloud Computing
37 Policy Update Cloud Computing - Cloud first policy - Requirements - DGS support
38 Policy Update DGS support - SaaS Special Provisions - Tools - Webpage - Training
39
40
41 Policy Update Questions
42 Acquisition Branch Update Diane Leung Master Agreements Senior EDP Acquisition Specialist, Supervisor (916)
43 Acquisition Branch Update Information Technology (IT) Negotiations Consulting Services Master Service Agreement (MSA) notification of award posted January 20, 2015 Commercial Car Rental Services (CCR) extended to 12/31/2015
44 Acquisition Branch Update Steven Kobayashi Cooperative Agreements Software Licensing Program CAL-Card Program Manager (916)
45 Acquisition Branch Update Information Technology (IT) Negotiations Consulting Services Master Service Agreement (MSA) anticipated award mid- January Commercial Car Rental Services (CCR) extended to 12/31/2015
46 Acquisition Branch Update Cooperative Agreements Aftermarket Auto Parts, Light Duty Vehicles Data Communications Products and Services Software Licensing Program Attachmate Microsoft Enterprise License Agreements CAL-Card Program Update
47 Acquisition Branch Update Contact information for CMAS Rhonda Smith CMAS Program Manager (916)
48 Acquisition Branch Update Carol Bangs Contracts Management Unit 1 Carol.bangs@dgs.ca.gov (916)
49 Acquisition Branch Update Remanufactured Toner Cartridges Sheets Pillowcases Upcoming: Herbicides Upcoming: Bio Diesel Upcoming: Lunch Bags for CDCR
50 Acquisition Branch Update Christina Nunez Contracts Management Unit 2 Christina,nunez@dgs.ca.gov (916)
51 Acquisition Branch Update Recent - Smart EVSE Current - PC Servers - Printers
52 Acquisition Branch Update Upcoming - Plastic Bags - Electric Carts - Traffic Control Modules - Paratransit Busses - Light Duty Electric Vehicles - Enforcement Vehicles
53 Acquisition Branch Update Questions
54 Feedback PLEASE fill out the feedback form before you leave. Your input is greatly appreciated! Mark your calendar for the next Customer Forum: May 20, 2015
55 Closing Remarks Michael Aguillio SB/DVBE Customer Liaison DGS Procurement Division
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