The Power of AB 53

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Welcome to the Webinar
Event will promptly commence at 8:30 AM PST / 11:30 AM EST
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Speaker:
Agenda
Time - 29-minutes
 Disabled Veteran Business Alliance Introduction
Rich Dryden
Executive Director
Disabled Veteran
Business Alliance
 Overview from the California Department of Insurance on AB 53
 Case Study from LTGC and their Experience Working with a DVBE
 Seven 30-second overviews of participating DVBEs
 FAQs
 Live Q&A (as time permits)
 Reveal your new go-to resource for all things DVBEs for Insurers
Speaker:
Rich Dryden
Executive Director
Disabled Veteran
Business Alliance
Disabled Veteran Owned Business
= Great Value
Insurer Supplier Diversity:
California Department of Insurance
Speaker:
History
Melanie Ramil
Chief, External Affairs
California Dept. of Insurance
 2011 Voluntary Survey
 Appointment of Insurance Diversity Task Force
 Assembly Bill 53
Speaker:
AB 53
Melanie Ramil
Chief, External Affairs
California Dept. of Insurance
 What does it do?
 The First Year – 2013
 Looking ahead
2013 AB 53 Results…
Speaker:
Procurement of:
Disabled Veteran Business Enterprises
(DVBEs)
Contracts in 2012
Melanie Ramil
Chief, External Affairs
California Dept. of Insurance
California
Non-California
10 Contracts
33 Contracts
$1 Million
$9 Million
Speaker:
Procurement by:
Types of Certification
(# of Contracts)
Melanie Ramil
NON-CALIFORNIA
CALIFORNIA
Chief, External Affairs
California Dept. of Insurance
39%
28%
27%
5%
1%
MBE
WBE
DVBE
MULTIPLE
OTHER
24%
17%
1%
22%
36%
MBE
WBE
DVBE
MULTIPLE
OTHER
Speaker:
Procurement by:
Types of Goods and Services
Melanie Ramil
Goods & Services with the most diverse contracts and spend in 2012…
Chief, External Affairs
California Dept. of Insurance
 Claims Services
 Professional Services
 Information Technology
Speaker:
Goods & Services with the Most Diverse
Contracts and Spend in 2012…
CALIFORNIA
# OF
CONTRACTS
DIVERSE
SPEND ($M)
% TOTAL
DIVERSE
SPEND
CLAIMS SERVICES
594
$548
58%
INFORMATION
TECHNOLOGY
149
$132
14%
PROFESSIONAL
SERVICES
159
$62
6.6%
Melanie Ramil
Chief, External Affairs
California Dept. of Insurance
Speaker:
Procurement by:
Types of Goods and Services
Melanie Ramil
Chief, External Affairs
California Dept. of Insurance
Goods & Services with the least diverse contracts and spend in 2012…
 Telecom
 Office Supplies
 Travel & Entertainment
 Financial & Investment Services
Speaker:
For more information on the
CDI Insurance Diversity Initiative…
Melanie Ramil
Chief, External Affairs
California Dept. of Insurance
Visit: www.insurance.ca.gov/diversity
Email: [email protected]
Case Study: Utilizing a DVBE
LTCG
Speaker:
Application Processing and Underwriting
Tambree Borom
Operations Manager
LTCG
Ap
Policy Administration
Claims and Care Management
More Than 1.4-Million LTC Policies Under Management
Speaker:
Contract would now require 3% DVBE participation
per State of California mandates
Tambree Borom
Operations Manager
LTCG
Found Patriot RN
via the
Disabled Veteran
Business Alliance
Key words: “claims processing and validation” helped the Alliance find
vetted matches in their database
Speaker:
Our Requirements
for a DVBE Subcontractor
 Partnership
Tambree Borom
Operations Manager
LTCG
 Flexibility to co-locate Patriot RN claims processing
staff at one of our processing hubs
 Willingness to be invested in our
business/operations
 Onsite business review meetings
 Build / maintain employee team moral
 Ability to quickly implement
Ken Mulvey, RN
President
Patriot RN
Speaker:
Highlights of
the Partnership:
Tambree Borom
Operations Manager
LTCG
 Our DVBE partner has excelled at understanding our labor market and
identifying quality resources as needed
 They have brought on "A player talent"
who we have actually hired at LTCG into
trainer, supervisor and team lead roles
 Our teams work very well together
which has created a high performing organization
Disabled Veteran Owned Business
= Great Value
Speaker:
California State
DVBE Program
Rich Dryden
Executive Director
Disabled Veteran
Business Alliance
25+ Years
California state agencies contract or subcontract for
over $250 million annually with DVBEs
Speaker:
20+ years
Disabled Veteran
Business Alliance
Rich Dryden
Executive Director
Disabled Veteran
Business Alliance
Meet the DVBEs:
PART 1 of 2
Scope: Nationwide
www.TheSeversonGroup.com
Severson
Certifications: SDVOB, DVBE,MBE
(760) 550-9976
Contact: Robert
Email: [email protected]
MJ King Insurance Services
Founded 1988
Scope: AZ, CA, NV, OR & UT
Certifications: DVBE & SDVOSB
www.mjKing.net
(877) 629-6717
Contact: Kip King
Email: [email protected]
Scope: National
Certifications: DVBE/SDVOSB
www.347group.com
(916) 244.7680
Contact: Douglas Pautsch
Email: [email protected]
Meet the DVBEs:
PART 2 of 2
Scope: National
www.PragmaticSolutions.us
Contact: Matthew P Gustat III,
FDPHM
Certifications: DVBE and SDVOSB
(831) 402-3417
Email: [email protected]
Pierce and Associates
Excellence, Service, and Integrity
•
•
•
Scope: CA
Certifications: DVBE and SDVOSB
HMO’s
PPO’s
POS
(831) 402-3417
Contact: Roger A. Pierce
Email: [email protected]
Scope: National
Certifications: DVBE
www.PatriotRN.com
(714) 916-5656
Contact: Ken Mulvey
Email: [email protected]
Scope: National
Certifications: DVBE and SDVOSB
www.StaySafeSolutions.com
(361) 533-1853
Contact: Greg Zackney
Email: [email protected]
Live Q&A
www.DVBEsForInsurers.com
www.DVBEsForInsurers.com
www.DVBEsForInsurers.com
www.DVBEsForInsurers.com
www.DVBEsForInsurers.com
FAQ
Where can I find a list of qualified DVBEs?
The California Department of General Services maintains the official
database of all qualified DVBEs. It provides company name, address,
ownership, and certification status, and is searchable not only by key
words, UNSPSC and NAICS codes. Access to this database is through
the database contractor, BidSync, at
http://www.bidsync.com/DPXBisCASB.
FAQ
What resources are there to help us find DVBEs for contracting or
subcontracting opportunities?
A deep and extensive network of support organizations has been
developed over the last 25 years since the passage of the DVBE program
law. Both the Department of Veterans Affairs (CalVet) and the
Department of General Services have professional staff that work with all
stakeholders. CalVet also hosts a DVBE Advisory Board which meets
quarterly to review program matters and recommend improvements. The
Disabled Veterans Business Alliance has a professional staff that works with
both government and private sector organizations to help qualify and
match DVBEs with potential contracting opportunities. Additionally,
taxpayer-funded groups like the Small Business Development Centers and
the Procurement Technical Assistance Centers help DVBEs grow their
businesses and prepare for the challenging world of government and
corporate contracting.
FAQ
How can we vet DVBE firms for particular purposes?
The Disabled Veterans Business Alliance works with both government
agencies and prime contractors to identify and connect DVBEs with
specific contracting opportunities. In addition, various organizations
including the Alliance sponsor and/or participate in business
matchmaking events.
FAQ
What is the Insurance Diversity Initiative?
The Insurance Diversity Initiative was established by Insurance
Commissioner Dave Jones in an effort to focus on diversity issues within
California's $123 billion insurance industry.
FAQ
How does the initiative help diverse businesses?
To California's minority, women, and disabled-veteran owned
businesses (MWDVBEs or "diverse businesses"), this Initiative represents
an open door to a once seemingly impenetrable market and thus
increased business opportunities.
The Department’s biennial Insurer Supplier Diversity Survey will now
provide vital information to diverse businesses on where and how to
search for new opportunities within the insurance industry.
FAQ
As a diverse business, does the Survey provide helpful
information to me?
Yes! The reports of the 2013 Survey are now posted and available
online (www.insurance.ca.gov/diversity). The reports and the
“Resource Documents” created give diverse businesses the opportunity
to 1) find insurance companies who are dedicated to supplier diversity;
2) find out what kinds of programs and opportunities exist at a
company; and 3) who to contact at the company if interested in a
contract.
FAQ
What resources are available within the Department of Insurance
as an insurer?
We do not maintain a database of diverse suppliers. However, we
want to give insurers the opportunity to meet California’s diverse
businesses! This is why we hold an Annual Diversity Summit. At the 2014
Summit, we are planning to include a matchmaking session.

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