Procurement Opportunities An overview of Information Technology Contracting

Procurement Opportunities An overview of Information Technology Contracting in New York State Presented by OGS Procurement Services Group Don Greene, Assistant Director, IT Teams Virginia Lazzaro, Assistant Director, CSA

Contract Terminology • • Centralized Contract Agency Contract Back-drop Contract Mini-bid Process Best and Final Offer Volume of Sales IDIQ (Indefinite Delivery Indefinite Quantity) Plan To Procure

IT Contracting/Purchasing • • Preferred Sources Centralized contracts Agency Contracts Discretionary purchases – http: //www. ogs. state. ny. us/purchase/Search. Browse. asp

Centralized Contracts • • • Contracting plans and templates Standard Terms and Conditions Direct contracts with manufacturers/developers Reseller/VAR/Agents/Direct sales Reseller held agreements Back drop contractor Continuous/Periodic Recruitment NYS Contract Reporter Advertizement Regional/Statewide/Multiple Awards Use Guidelines / 20% Rule AGENCY CHOICE & RESPONSIBILITY

Resellers • Standard contract language encourages and allows manufacturers/developers who hold direct contracts to utilize resellers, vars and sales agents to help fulfill contractual obligations. http: //www. ogs. state. ny. us/purchase/snt/awardnotes/7609319093 can. pdf

Contracting Plans • Plans developed for each area Examples: PC’s http: //www. ogs. state. ny. us/purchase/biddocument/75350 Microcomputer. Plan. pdf Enterprise Systems http: //www. ogs. state. ny. us/purchase/biddocument/76200 Enterprise. Systems. Plan. pdf Databases http: //www. ogs. state. ny. us/purchase/biddocument/Db. Bid. Plan. pdf

IT Contracting Areas • • Hardware Software Telecommunication Services

Hardware • Manufacturer contracts – – – Personal Computers – desk tops, lap tops, etc. Printers Systems and Peripherals, Storage Enterprise Systems Power Protection Equipment Assistive Technology • Resellers • Continuous or periodic recruitment

Software • Reseller Catalogue Contract – (Cooperative Multistate agreement) • Direct Developer Contracts – Software Template – Software Plan : To qualify for a direct contract, a software developer must have volume sales of at least $500, 000 annually, under the software catalog contract or provide evidence that the developer has licensed $500, 000 in volume with authorized users of PSG contracts. Meeting these standards does not entitle a software developer to a direct contract with the state, but is the minimum threshold to be considered for eligibility. – Resellers allowed

Telecommunications (consolidation of awards) • • CTS (Comprehensive Telecommunications Services) CTES (Comprehensive Telecommunications Equipment & Solutions) Radio Equipment Security Systems and Solutions – Contracts with suppliers (manufacturers & resellers for types of services. – Regional/statewide/lot – Periodic recruitment

Services • IT Services • Other Technology Services – E-Learning, Financial Services

IT Services • Information Technology Services “Back-Drop Contract” – 8 Type of Service – 28 Categories of Expertise – Mini Bid Process (different than Best & Final) • New Contract RFP Status

Other Technology Services • • E-Learning Information Advisory Electronic On-line Databases Financial Services (RFP’s) – Financing – Bank Card

Contract Use Guidelines – contracting as a two step process – seeking competition where it exists – Procurement Record – Plan To Procure

Making the most of the Government Procurement Process • Understand the Terminology • Be informed – Procurement Guidelines – Contract documents • Utilize available resources – Bidder services – Guidelines • Attend bidders conferences • Request debriefing

Contact Us: • Procurement Services – Customer Services Phone: 518 -474 -6717 email: customer. services@ogs. state. ny. us Questions ?