DIR Services and Solutions

1. DIR Services and Solutions Wednesday, January 30, 201910:00 a.m. – 11:00 a.m. Hosted and presented by the Texas Department of Information Resources Sponsored by Texas Association of State Systems for Computing and Communications (TASSCC)

2. Key Contributors This session was developed by an agency-wide team at DIR. Planning Leads • Joy Hall Bryant, Program Manager - IRM Outreach • Amy Pfluger, Director, Chief Procurement Office • Lorie Ramirez, Director, Customer Service Operations • Tere Shade, Manager, Planning & Governance Other Planning Team Members • Colleen Berkley, Director, Procurement Services • Martin Garza, Program Supervisor, IT Enterprise Services • Ed Kelly, Statewide Data Coordinator • Jeff Kline, Program Director, Statewide EIR Accessibility • Debra Mosely, Manager, Enterprise Relationships • Kelly Parker, Director, Cooperative Contracts • Joan Scott, Assistant Director, Cooperative Contracts • Ann Texter, Contract Specialist, Cooperative Contracts +MANY OTHERS who provided content or assistance Presenters Facilitated by Tom Hay Enterprise Planning • Endi Silva, Director, Technology Planning, & Policy IT Procurement • Tere Shade, Manager, Planning & Governance • Tom Hay, Contract Manager, Cooperative Contracts Information Security • Suzi Hilliard, Statewide Security Services Manager, Office of Chief Information Security Office (OCISO)

3. Webinar Agenda (3 parts) EnterprisePlanning • DIR Purpose, Program Areas, and Customers • Rules and Standards • State IT Planning and Reporting • EIR Accessibility • Enterprise Solutions Services • Statewide Data Program Navigating IT Procurement Options • DIR Overview and Eligible Customers • DIR Shared Technology Services (STS) • Data Center Services (DCS) • Managed Application Services (MAS) • Managed Security Services (MSS) • Texas.gov • Open Data Portal (ODP) • Telecom Services (TEX-AN) • DIR Cooperative Contracts • General Information • Bulk Purchases • IT Staffing Augmentation Contracts (ITSAC) • Deliverables Based IT Services (DBITS) • Resources InformationSecurity • Managed Security • Office of Chief Information Security Officer (OCISO) • Policy, Leadership, Direction, • Reporting • Statewide Initiatives. • Education • Network Security Operations Center (NSOC) • Network Security Monitoring • Intrusion Prevention Services • Incident Response Guidance • Threat Analysis

4. DIR Purpose and Program Areas DIR fulfills its mission through: Adopting statewide technology rules and standards that contribute to effective enterprise management of technology resources Effective planning, implementation and management of statewide technologyinfrastructure that supports agencies’ business operations Pooling the purchasing power of government and leveraging it to drive down costs and add value to information technology (IT) purchases for state government entities The Texas Department of Information Resources (DIR) provides technology leadership, solutions, and value to Texas state government, education, and local government entities to facilitate the fulfillment of their core missions.

5. Who Are Eligible DIR Customers? DIR serves the following types of organizations. Specific programs/offerings available to each segment vary. • Texas State Entities (183) • State Agencies (113) includes 15 courts • State Institutions of Higher Education (70) • Local Government (6200+) • Cities (1216) • Counties (254) • Public School Districts (1217) • Municipalities (1214) • Junior College District (50) • Special Purpose Districts (2300+) • Other Organizations(As defined by specific statutes) • Assistance Organizations • Electric Reliability Council of Texas (ERCOT) • Lower Colorado River Authority (LCRA) • Private Schools • Private or Independent Institutions of Higher Education • Volunteer Fire Department • Public entities outside Texas Quantities noted are derived from multiple sources and listed for general purposes only.

6. Learn More • Visit the DIR website at www.dir.texas.gov • Join us at DIR-hosted educational events • Conferences • Information Security Forum (Spring) – 4/23-24/2019 • Texas Government Data Forum (June) – 6/27/2019 • DIR Technology Forum (October) – 10/3 or 10/10 (choosing now) • E-Records Conference (November) – 11/15/2019 • DIR Connect Technology Expo (Spring/Even Years) 2020 TBA • Briefings, webinars, workshops posted on DIR CALENDAR and mailing lists • Sign up for discussion/announcement lists • Click STAY CONNECTED in lower left corner of Home or Calendar page

7. Notes and Disclaimers • DIR is awarding 1 hour of continuing education credit to attendees of the live session. Type Authorized: IRM Continuing Professional Education (CPE) and general Contact Hour • DIR will email all attendees with follow-up information and the CPE form. • Questions will be addressed in the optional 30 minute Q&A session following the educational presentation. • The purpose of this presentation is to explore the programs, services, solutions availableto DIR customers. It does not cover any requirements, such as state agency reporting or mandatory procurement processes that impact a subset of customers. • Because DIR plans to record this session and make it available as three shorter videos, there is intentionally some slight repetition between the three segments.

8. DIR Services and Solutions (Part 1 of 3)Enterprise Planning Wednesday, January 30, 2019 Hosted by the Texas Department of Information Resources Sponsored by Texas Association of State Systems for Computing and Communications (TASSCC)

9. Agenda: Enterprise Planning • DIR Purpose: Enterprise Planning • Technology Planning and Policy (TPP) • State IT Planning and Reporting • EIR Accessibility • Enterprise Solutions Services • Statewide Data Program • Technology Procurement (Program mention, see part 2 for detail) • Cybersecurity (Program mention, see part 3 for detail)

10. DIR Purpose: Enterprise Planning DIR fulfills its mission through: Adopting statewide technology rules and standards that contribute to effective enterprise management of technology resources Effective planning, implementation and management of statewide technologyinfrastructure that supports agencies’ business operations Pooling the purchasing power of government and leveraging it to drive down costs and add value to information technology (IT) purchases for state government entities The Texas Department of Information Resources (DIR) provides technology leadership, solutions, and value to Texas state government, education, and local government entities to facilitate the fulfillment of their core missions.

11. Technology Planning and Policy The Technology Planning and Policy (TPP) function • sets the strategic direction for IT in state government • provides enterprise perspective of IT for state leadership • establishes IT policy and guidance • creates related resources, technical assistance, and educational programs • coordinates information with IT leaders among state entities TPP areas focus specifically Texas state entities; however, other areas of public sector also benefit from some activities, such as reports published. Possible DIR Customers • Texas State Entities (183) • State Agencies (113) includes 15 courts • State Institutions of Higher Education (70) • Local Government (6200+) • Cities (1216) & Counties (254) • Public School Districts (1217) • Municipalities (1214) • Junior College District (50) • Special Purpose Districts (2300+) • Other Organizations (As per specific statues) Assistance Organizations, ERCOT, LCRA, Private Schools, Private Higher Ed, Volunteer Fire Department, Public entities outside Texas

12. IT Plans/Reports Prepared by DIR • State Strategic Plan (SSP) for IR Management • 5 year rolling plan for the top IT priorities statewide • Provides a roadmap for agencies technology initiatives • Due to state leadership by November 1 of odd years • Biennial Performance Report (BPR) • Reports on progress of priorities from State Strategic Plan • Highlights agency accomplishments • Legislative Recommendations • Due to state leadership by November 15 of even years

13. EIR Accessibility • Texas EIR Accessibility statutes and rules. • 1 TAC 206.50/70 and 1 TAC 213 provide accessibility technical standards for web and non web related IT products and services, and provisions for agency governance of EIR accessibility • EIR accessibility services • Consulting on EIR accessibility matters with designated agency EIR Accessibility Coordinators and others on a broad range of accessibility topics • Free website accessibility scanning services for enrolled agencies (up to 150 pages) • PESO list for communicating about training opportunities, relevant news, and Q&A • EIR Accessibility rulemaking • Administration and results analysis of the biennial EIR Accessibility Survey • Outreach and participation in activities with other states, NGOs, federal agencies, etc. to influence policy and practices that improve EIR accessibility • Engagement to drive higher levels of accessibility of vendor deliverables in DIR Cooperative Contracts and other key procurements

14. Enterprise Solution Services • Enterprise Solution Services (ESS) provides Texas state agencies with strategic IT guidance built on enterprise architecture, standards, collaborative communities, and awareness of technology initiatives. • Legacy Modernization Strategy • Application Portfolio Management • Application Development Decision Framework • Agency Technology Assessments

15. Statewide Data Program Through leadership and collaboration establish statewide data management strategic direction and best practices Data Sharing Data Management Practices Collaboration TEIM Focus Areas Texas Open Data Portal Data Literacy These services are available to ALL organizations.

16. Technology Procurement See Part 2 of this webinarfor detail. DIR leverages the buying power of the state and streamlines the purchasing process by providing a variety of information technology products and services: • Cooperative Contracts – Hardware, software, staffing services, maintenance, managed services, technology training, DBITS, and other products/services with high customer demand • Information Security – Solutions for integrity, availability, and confidentiality of information assets • Telecom – CCTS telephone, TEX-AN voice/data services, plus wireless, conferencing, managed services • Shared Technology Services • Data Center Services (DCS) - Mainframe, server, network, data center, and print/mail services • Managed Application Services • Managed Security Services • Texas.gov - Payment processing, custom app development, technology & operations, customer service, marketing, and more • Bulk Print Mail

17. Planning for Cybersecurity State of Texas Cybersecurity VisionThe State of Texas will use its resources efficiently, collaboratively and effectively to create a risk-aware culture that places high value on protecting information entrusted to the state, and to form a protected and resilient cybersecurity environment.  Helping government and educational institutions ensure the integrity, availability, and confidentiality of information assets is a key priority at DIR. • Office of the Chief Information Security Officer (OCISO)Information security leadership, policy, direction, education, awareness, reporting, and statewide initiatives. • Network Security Operations Center (NSOC) Network security monitoring, intrusion prevention services, alerting, incident response guidance, and threat analysis. See Part 3 of this webinar for detail. *Current security lab may be slightly modernized.

18. Resources: Enterprise Planning • DIR Website Resources Tab • Planning and Reporting • EIR Accessibility • Enterprise Solutions and Services • Statewide Data Program • Calendar of Events • Join a Discussion List • DIRTECH (IT) • PESO (Accessibility) • TX-PM (Project Management) • APP-DEV (Application Development)

19. DIR Services and Solutions (Part 2 of 3)Navigating IT Procurement Options Wednesday, January 30, 2019 Hosted by the Texas Department of Information Resources Sponsored by Texas Association of State Systems for Computing and Communications (TASSCC)

20. Agenda: IT Procurement • DIR Overview and Eligible Customers • DIR Shared Technology Services (STS) • Data Center Services (DCS) • Managed Application Services (MAS) • Managed Security Services (MSS) • Texas.gov • Open Data Portal (ODP) • Telecom Services (TEX-AN) • DIR Cooperative Contracts (Co-op) • General Information • Bulk Purchases • IT Staffing Augmentation Contracts (ITSAC) • Deliverables Based IT Services (DBITS) • Resources

21. DIR Purpose: IT Procurement DIR fulfills its mission through: Adopting statewide technology rules and standards that contribute to effective enterprise management of technology resources Effective planning, implementation and management of statewide technologyinfrastructure that supports agencies’ business operations Pooling the purchasing power of government and leveraging it to drive down costs and add value to information technology (IT) purchases for state government entities The Texas Department of Information Resources (DIR) provides technology leadership, solutions, and value to Texas state government, education, and local government entities to facilitate the fulfillment of their core missions.

22. Potential Eligible Customers - General DIR serves the following types of organizations. Specific programs/offerings available to each segment may vary. • Texas State Entities (183) • State Agencies (113) includes 15 courts • State Institutions of Higher Education (70) • Local Government (6200+) • Cities (1216) • Counties (254) • Public School Districts (1217) • Municipalities (1214) • Junior College District (50) • Special Purpose Districts (2300+) • Other Organizations(As defined by specific statutes) • Assistance Organizations • Electric Reliability Council of Texas (ERCOT) • Lower Colorado River Authority (LCRA) • Private Schools • Private or Independent Institutions of Higher Education • Volunteer Fire Department • Public entities outside Texas Quantities noted are derived from multiple sources and listed for general purposes only.

23. DIR Overview

24. DIR Offerings • Competitively bid on open market • Shared Technology Services • Interlocal and Interagency Agreements required for Shared Technology Services  • Customers place orders via DIR Ordering System Portal • Cooperative Contracts • No agreements needed for in-state DIR customers • Customers order directly from Vendors • Historical Sales Data available on Open Data Portal 24

25. DIR Shared TechnologyServices

26. DIR IT Procurement and Services “Do it Yourself IT” pre-negotiated master contracts for IT goods and services Cooperative Contracts(Co-op) Eligible Customers Shared TechnologyServices(STS) Outsourced Managed Services where DIR manages the Service Providers

27. Shared Technology Services Model Customers • Increase Service Offerings to meet State’s technology goals through services DIR customers can share • Leverage MSI Investment to provide single service delivery model for all customers • Increase Service Quality through a plug-and-play operating model enabled by standardized processes and tools • Reduce Statewide Costs for shared technology services State Agency State Agency State Agency Local Government Higher Education DIR Sourcing Management & Governance Retained IT Organization Multi-sourcing Services Integrator (MSI) - Capgemini IT Business Mgmt Marketplace Service Mgmt Operations Mgmt DCS Texas.gov MAS MSS Other • Atos • Server • Mainframe • Network • Data Center • Xerox • Print Mail • Deloitte • Texas.gov Services • NIC • Payment Services • DXC/Perspecta • Application Development • Applications Maintenance • Allied • Application Rate Card • AT&T • Device Management • Incident Response • Risk & Compliance Open Data Portal Other New Services DIR Shared Services

28. Shared Technology Services Portal https://dirsharedservices.service-now.com/dir

29. Data Center Services (DCS) DCS is part of the State of Texas’ long-term strategy to improve government, reduce costs, and increase return on investment in information technology.

30. Managed Application Services (MAS) The MAS Application Development and Application Maintenance are optional, additional service towers to the State of Texas’ Statewide Technology Center (STC) program

31. Managed Application ServicesBreakdown Application Services Rate Card Resources Application Maintenance Application Development App skill set capabilities On demand resourcing Contractor consolidation Production support Application maintenance Break/Fix Minor enhancements Architecture strategy and design Application development and testing System integration Need Strategic Tactical Sourcing Model Work Tasks --------- Outsource -------------- Partner Business Model Rate Card ----------- Fixed Price ------------- Outcomes

32. Managed Application ServicesEligibility • Who can purchase Managed Application Services? • All DIR customers are eligible to purchase development and maintenance services as long as the production environment for the application shall be hosted within DCS. • If the application is not hosted within DCS at time of request, the transition of infrastructure to the DCS program must be included as part of the scope of work and price for maintenance services. • Rate card resources may only be used for applications hosted within DCS.

33. Managed Security Services (MSS) Managed Security Services (MSS) provides data security through 3 distinct offerings: • Security Monitoring and Device Management (SMDM) • Incident Response • Risk and Compliance Unlike MAS, Infrastructure does not have to reside in state’s data center to use these services

34. Managed Security Services (MSS) Eligibility Who can purchase Managed Security Services? • Services are available to all Texas DIR customers with the exception of some services that are already provided to DCS customers through the DCS contracts. • All MSS Customers will be required to have an Interagency Contract (IAC) or Interlocal Contract (ILC) in place with DIR before Service.

35. Texas.gov Program Services Texas.gov program services include payment processing, custom application development and support, customer service, marketing, and analytic reporting.

36. Open Data Portal Available to DIR customers to post public data for sharing with citizens / public, vendors, academic personnel, researchers, journalists, state agencies here in Texas, and other agencies both nationally and internationally.  DIR provides use of the ODP to DIR customers at no charge.

37. Communications Technology Services DIR provides a wide variety of telecommunications services toeligible customers throughout the State. • DIR provides these services through operation of major and secondary networks, and through numerous contracts for communications-related services • Telecom serves DIR customers in three (3) ways: • Capitol Complex Telephone System (CCTS) designed for agencies in the Capitol Complex • Texas Agency Network (TEX-AN) including Voice and Data offerings • Other Telecom Services including Wireless, Conferencing, and Managed Services

38. TEX-AN Texas Agency Network (TEX-AN) • Voice​ – Local, long-distance, and toll-free telephone service; and • Data​ – Broadband, Internet, multi-protocol label switching (MPLS), Wi-Fi, and small office/home office (SOHO).

39. Telecommunication Services Wireless Services: • Mobile satellite voice equipment (satellite phones); • Pagers; • Wireless equipment (cellphones, smartphones, accessories, wireless air cards, etc.); and • Wireless voice and data services​. Conferencing Services: • Audio Conferencing; • Video Conferencing; • Web Conferencing; and, • Webcasting. Managed Services: • Management of call-processing architecture; • Call Center or Contact Center Services; • IVR/Auto-Attendant; • Phone Systems Management (PBX, key system, etc.) or Integration; • Network Optimization; and • Management of Voice and/or Data Networks. Other Telecom Services

40. Cooperative ContractsProgram Software Technology Training Hardware SOW &Exemptions Review Technology Services Bulk Purchase IT Staffing DBITS

41. DIR Cooperative Contracts FY 18 ~700 contracts FY 18 = $1.81B $208.3M Savings

42. Cooperative Contracts vs Shared Services “Do it Yourself IT” pre-negotiated master contracts for IT goods and services Cooperative Contracts(Co-op) Eligible Customers SharedTechnologyServices (STS) Outsourced Managed Services where DIR manages the Service Providers

43. Cooperative Contracts Procurements Things to know about DIR Coop procurements: • All DIR contracts are competitively bid and comply with applicable purchasing laws.  • The Request for Offer (RFO) method of procurement is mainly used to procure and Information Technology (IT) products and services. • Following the required thresholds for IT procurement, DIR’s Cooperative Contracts allows a customer to directly order with the Vendor by issuing a purchase order (PO) with the DIR contract number referenced. • DIR cooperative contracts technology procurements are driven by customer demand. • Customers are invited to participate.

44. Cooperative Contracts Benefits Create Savings • Leverage the state’s buying power to lower prices • Contain best value • Bulk Purchase Initiative Streamlines Purchasing Process • Reduces purchasing and contract cycle time • Reduces duplicate efforts • Access to Historically Underutilized Businesses Benefits for Vendors • Simplifies sales process for vendors • Access to public entities • Approximately $6 billion in sales FY14 – FY17

45. Cooperative Contracts Products • Computers • Software • NetworkingEquipment • Printers & Copiers • SurveillanceCameras • DataStorage • DigitalPhotography • Accessibility Products • Projectors • SecurityProducts • VideoconferencingEquipment • ClassroomInteractiveProducts • Body Cameras • Drones • Disaster Recovery Products

46. Cooperative Contracts Services • ITStaffingServices • Technology Based Training • End-User IT Outsourcing (Seat Management) • ManagedDocumentOutput • DeliverablesBasedIT Services(DBITS) • IT Security Services • Comprehensive Web Development • Cloud Managed Services • Cabling Services • TelecommunicationsServices: • WirelessVoiceandData • Pagers • Internet • Video • AudioConferencing • CableModemandDSL • InterpreterServices–overthephone

47. Bulk Purchase DIR leverages the state’s purchasing power to negotiate competitive discounts on information and communications technology products and services to governmental entities. Current Initiatives: • Box Software Future Initiatives: • Computer Hardware and peripherals Initiatives recently concluded: • Hardware • DocuSign • Salesforce • GovQA • Tableau $32M in Savings

48. IT Staffing Information Technology Staffing Augmentation Contracts (ITSAC) provide for temporary IT Staffing services. Categories include: • Developer Analyst • Developer • Software Test Analyst • Technical Writer • Business Analyst • System Analyst • Database Architect • Data Warehouse Architect • Database Administrator • Enterprise Architect • Project Manager • Project Lead • Network Engineer • Network Administrator • Help Desk • Technical Support • OCM Analyst • IT Communication Coordinator • IT End User Trainer • IT Contract Manager

49. IT Staffing Solicitation Process ITSAC Competitive Solicitation Process is easy to follow and lets DIR be the conduit for the solicitation from the eligible vendors. • Submit an IT Staffing Services Request Form • DIR uses that form to create the solicitation document • DIR sends the solicitation to the eligible vendors under the ITSAC contracts and receives the responses • DIR sends the compiled responses to the customer to begin their evaluation and interviewing process. • The Customer sends DIR the results of their selection process with the selected candidate information.

50. Deliverables Based IT Services (DBITS) DBITS contracts provide deliverables-based, outsourced systems integration or application development projects, requiring acceptance of Statement of Work (SOW) and authorization for payment of milestone tasks. • Application Development • Application Maintenance and Support • Business Intelligence (BI) and Data Warehouse • Enterprise Resource Planning (ERP) • Independent Verification and Validation (IV&V) • Information Technology Assessments and Planning • Project Management • Technology Upgrade/Migration and Transformation • IT Procurement Assistance Functional Categories: