Welcome to the Webinar Event will promptly commence at 8:30 AM PST / 11:30 AM EST To submit questions to the panel during the webinar – select @Host 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.