"A roadmap for a successful IT contracting journey no matter what the distance.” |
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Tuesday, April 20, 2004 |
Presenters:
Kevin Anderson, Deloitte Consulting Panel Members: Andy Marcelia, Department of Information Services (DIS) Jan McMullen, Office of Financial Management (OFM) Steve Lovaas, General Administration (GA) Marie Kirk, Department of Information Services (DIS) Rick Sandler, Employment Security Department (ESD) Presentations: |
Free. Space is limited. Registration is required.
This seminar is designed for Information Technology Managers, Project Managers, Resource Managers, Business Managers or anyone else responsible for purchasing (acquisitions) and contracting Information Technology (IT) services for their organization.
No matter what size or how complex your travels, this seminar will provide you with the necessary information to help you reach your final destination, safely and successfully. You will be provided with the roadmap to fit your specific needs, a compass, and an emergency tool kit for those challenging rides. In the event that you might need some urgent assistance, you will learn about professional and expert support and other resources that will be able to help you have a victorious ride.
This journey will begin with a case study focus on the procurement process used for one of the largest and most complex IT system projects in the State of Washington, Human Resource Management System project. You will hear from one of the experts directly involved how the process evolved and how the vendors were selected.
Next, we will turn around and drive back on the road to the starting point of the journey. A panel of government peers has collaborated to direct you through the planning and preparation stages. This is the part of the program where we invite the audience to participate and engage. We encourage you to come prepared with your specific questions and help make this a lively, valuable discussion. The panel will clarify agency support and services available, and explain and demystify processes and requirements. You will be introduced to best practices, and will be guided in the right direction for your specific excursion. We will also share pitfalls, bumps, and potholes to avoid.
Kevin Anderson, Director, Deloitte Consulting
Kevin Anderson has 23 years experience with Deloitte Consulting where he specializes in systems
assessment, selection, and implementation, as well as e-commerce, portal
development, web development, and electronic documents/digital signatures. He
is currently assisting the State of Washington in developing a roadmap for
Enterprise Resource Planning (ERP) integration. He holds a B.S., in History
from Utah State University and an M.B.A., from Indiana University.
Andy Marcelia , Department of Information Services (DIS)
Andy is a Senior Management Technical Consultant in the Department of Information
Services. He is a member of the Information Services Board staff working on IT
policy and oversight of major state IT projects. Andy has worked in the IT
profession for 37 years. He was in banking IT for 21 years. He managed
several ERP scale projects replacing banking applications and rehosting
applications and managed the IT department for several years doing ERP
conversions and application support. Andy was hired by DIS in 1992 for the
policy and oversight staff. He has a rich experience supporting the procurement
needs of the agencies he supports and doing oversight on their major projects.
Andy is currently the ISB coordinator for the following agencies:
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All Higher Education Institutions, i.e. UW, WSU, WWU, CWU, EWU, TESC 34 Community and Technical Colleges Department of Licensing Department of Revenue Department of General Administration Department of Financial Institutions |
Washington Liquor Control Board Washington State Lottery Washington State Gambling Commission |
Superintendent of Public Instruction Higher Education Coordinating Board State Board for Community and Technical Colleges |
Jan McMullen, Office of Financial Management (OFM)
Jan is an attorney licensed in Washington and California. Jan has 14 years experience in government contracting. Prior to joining OFM,
she worked in the Contracts Offices of Employment Security Department and
Department of Corrections. She also worked for 5 years as an Administrative
Law Judge for the Office of Administrative Hearings (that does not have
anything to do with contracting). Jan has now been with OFM for one year, working as a Contract Staff
Consultant.
Steve Lovaas, Dept. of General Administration, Office
of State Procurement (OSP)
Steve has been employed by the Office of State Procurement
since 1996 and currently works with their Professional Services Solutions
Team. This Team provides contracting support for professional and technical
services for all Washington State government agencies and other OSP customers
mainly in the area of personal and information technology related service
areas. Prior to joining OSP, Steve graduated from Washington State University and has worked at the Dept. of Licensing, WA State Senate & the Dept. of
Transportation.
Marie Kirk, Department of Information Services (DIS)
Marie is a contracts attorney and Manager of Technology Acquisition Services at the
Department of Information Services. She has been working in the area of
information technology contracts and acquisitions with the State since 1995.
Before coming to state government, Ms. Kirk was in private practice with a
focus on real estate. She is a graduate of Denison University (BA Sociology),
George Peabody (Vanderbilt University) (MA Special Education) and the
University of Washington School of Law (JD).
Rick Sandler, Employment Security Department (ESD)
Rick has been employed with ESD for 17 years. He is a
senior manager in the department's Information Technology Services Division
(ITSD. His primary roles are to manage the department's information technology
contracting, and the ITSD budget. During the past 10 years, Rick has successfully
conducted six high value acquisitions and numerous RFP's, RFQ's and RFQQ's
under $200,000. During the past four years he has had a lead role in contract
development and negotiations for major procurements with Oracle and Verizon.
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1. Welcome, Announcements, Introduce Facilitator |
Sheryl Hall, IPMA |
8:30 - 8:40 |
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2. Keynote: Case study - The Human Resource Management System project for the State of Washington.
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Kevin Anderson, Deloitte Consulting |
8:45 - 9:30 |
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3. Break |
9:30 - 9:45 |
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4. Panel Discussion with Audience Participation and Questions/Answers to Follow “So…..which road should I take?” Panel members will help you better understand the end-to-end process from authority and approvals to the nitty gritty details behind IT purchased and personal services, acquisitions and contracting. The Rules of the Road Personal Services Contracting Professional Services Solutions (Master Service Level Contracts) Short Q&A and Short Break From Model Contracts to Reality Next, Marie will review the Information Technology Model Contracts for agencies to use when they conduct their own acquisition process. This includes information about the development and appropriate use of the four Model Contracts that address Equipment, Software, Purchased Services and Personal Services (http://www.dis.wa.gov/portfolio/). Panel Resource
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9:45 - 11:00 |
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5. Audience Participation and Discussion Period, Questions and Answers |
All |
11:00 - 11:40 |
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6. Wrap-up |
Sheryl Hall, IPMA |
11:40 - noon |
. . . contact Sheryl Hall for this Professional Development program.
Mike McVicker, IPMA Professional Development Committee Co-Chair
Also, thank you to Allen Schmidt, OFM, for assisting in program content and seminar organization.