IFBTFC22191080-Add6-051711.doc - State of California

IMPORTANT NOTICE TO ALL BIDDERS State Controller's Office IFB TFC 22191080 This solicitation is being conducted under Public Contract Code §12125 et
seq., the Alternative Protest Process. Submission of a bid constitutes consent of the bidder for participation in
the Alternative Protest Process. Any protests filed in relation to the proposed contract award shall be
conducted under the procedures in this document for the Alternative Protest
Process. Any bidder wishing to protest the proposed award of this solicitation must
submit a written Notice of Intent to Protest (facsimile acceptable) to the
Alternative Protest Process Coordinator before the close of business on the
last day of the protest period, which will be established in the Notice of
Intent to Award. Failure to submit a timely, written Notice of Intent to
Protest waives the bidder's right to protest. Alternative Protest Process Coordinator/Dispute Resolution Department of General Services Procurement Division Purchasing Authority Management Section 707 Third Street, 2nd Floor South West Sacramento, CA 95605 Voice: 916 / 375-4587 Fax: 916 / 375-4611
[pic] Invitation for Bid for State Controller's Office
Deployment and Transition Support IFB TFC 22191080 Addendum 6 May 17, 2011 Issued by:
STATE OF CALIFORNIA
Department of General Services
707 Third Street
West Sacramento, CA 95605
In conjunction with:
STATE OF CALIFORNIA
State Controller's Office
710 Riverpoint Court, Suite 150
West Sacramento, CA 95605 Table of Contents
I. INTRODUCTION AND OVERVIEW OF REQUIREMENTS 1
I.A. PURPOSE OF THIS INVITATION FOR BID 1
I.B. SCOPE OF THE IFB AND BIDDER ADMONISHMENT 1
I.C. AVAILABILITY 1
I.D. PERIOD OF PERFORMANCE 1
I.E. PROCUREMENT OFFICIAL 2
I.F. KEY ACTION DATES 2
I.G. INTENTION TO SUBMIT A BID 3
I.H. CONFIDENTIALITY 3
I.I. AMERICANS WITH DISABILITY ACT (ADA) 3
LETTER OF INTENT TO BID 4 II. RULES GOVERNING COMPETITION 5
II.A. IDENTIFICATION AND CLASSIFICATION OF IFB REQUIREMENTS 5
II.A.1. Requirements 5
II.A.2. Desirable Items 5
II.B. BIDDING REQUIREMENTS AND CONDITIONS 5
II.B.1. General 5
II.B.2. IFB Documents 5
II.B.3. Examination of the work 6
II.B.4. Questions Regarding the IFB 6
II.B.5. Bidders Conference (NOT APPLICABLE) 6
II.B.6. Suppliers Intention to Submit a Bid 7
II.B.7. Addenda 7
II.B.8. Plastic Trash Bag Certification Violations 8
II.B.9. Bonds 8
II.B.10. Discounts 8
II.B.11. Joint Bids 8
II.B.12. Air or Water Pollution Violations 8
II.B.13. Fair Employment and Housing Commission Regulations 9
II.B.14. Exclusion for Conflict of Interest 9
II.B.15. Seller's Permit (NOT APPLICABLE) 9
II.B.16. Disclosure of Financial Interests 9
II.B.17. Unfair Practices Act and Other Laws 9
II.C. BIDDING STEPS 10
II.C.1. General 10
II.C.2. Compliance Phase (NOT APPLICABLE) 10
II.C.3. Final Phase 12
II.C.4. Confidentiality 13
II.C.5. Submission of Bids 13
II.C.6. Rejection of Bids 15
II.C.7. Evaluation and Selection Process 15
II.C.8. Award of Contract 17
II.C.9. Debriefing 17
II.D. CONTRACTUAL INFORMATION 18
II.D.1. Contract Form 18
II.E. OTHER INFORMATION 19
II.E.1. Alternative Protest Process 19
II.E.2. Disposition of Bids 20
Exhibit II-A 21
Exhibit II-B 23 III. CURRENT SYSTEM OR PROBLEM 34
III.A. PROJECT BACKGROUND 34
III.B. PROJECT GOVERNANCE STRUCTURE 35
III.C. ORGANIZATIONAL CHANGE MANAGEMENT ACTIVITIES 36 IV. PROPOSED SERVICES 37
IV.A. OVERVIEW 37
IV.B. TRAINING CURRICULUM 38
IV.C. INSTRUCTOR PREPARATION 40
IV.C.1. Instructor Preparation Program 41
IV.C.1.a. Instructor Preparation Program Components and Methodology 41
IV.C.1.b. Facilitation Skills Fundamentals 42
IV.C.1.c. Familiarization with Training Material and Tools 42
IV.C.1.d. Teach Back / Dry Run Sessions 42
IV.C.1.e. Instructor Evaluation and Knowledge Transfer 43
IV.D. COURSE EVALUATION METHODOLOGY 43
IV.E. DEPARTMENT SUPPORT TEAMS 44 V. ADMINISTRATIVE REQUIREMENTS 45
V.A. INTRODUCTION 45
V.B. BIDDER RESPONSIBILITY 45
V.B.1. Cover Letter 45
V.B.2. Bidder Certification Sheet 45
V.B.3. Insurance Requirements 45
V.B.4. Payee Data Record (Std. 204) 45
V.C. DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) PARTICIPATION
REQUIREMENTS 46
V.D. BIDDER DECLARATION FORM 46
V.E. SMALL BUSINESS PREFERENCE 46
V.F. TARGET AREA CONTRACT PREFERENCE ACT (TACPA) 47
V.G. ENTERPRISE ZONE ACT (EZA) 47
V.H. LOCAL AREA MILITARY BASE RECOVERY ACT (LAMBRA) 47
V.I. BIDDER'S SUMMARY OF CONTRACT ACTIVITIES AND LABOR HOURS 47
V.J. SUBCONTRACTORS 47
V.J.1. Notice to Subcontractors 48
V.J.2. Commercially Useful Function (CUF) 48
V.K. SECRETARY OF STATE STATUS 48 VI. TECHNICAL REQUIREMENTS 49
VI.A. INTRODUCTION 49
VI.B. QUALIFICATIONS 49
VI.B.1. Bidder Corporate Qualifications 49
VI.B.1.a. Corporate Experience Summary 49
VI.B.1.b. Corporate References 50
VI.B.2. Staff Qualifications 51
VI.B.2.a. Initial Staffing 51
VI.B.2.b. Staff Experience Summary 51
VI.B.3. Staff References 54 VIII. COST 55
VIII.A. INTRODUCTION 55
VIII.B. COST OPENING 55
VIII.C. COST EVALUATION 55
VIII.D. COST DETAIL FORMAT AND REQUIREMENTS 55 IX. BID FORMAT AND CONTENT 56
IX.A. INTRODUCTION 56
IX.B. FINAL BID FORMAT AND CONTENT 56
IX.C. VOLUME I-RESPONSE TO REQUIREMENTS 57
IX.D. VOLUME II-COST BID 58 X. EVALUATION 59
X.A. BID RECEIPT 59
X.B. RECEIPT 59
X.C. EVALUATION OF FINAL BIDS 59
X.C.1. Bid Opening and Validation Check 60
X.C.2. Bid Format Evaluation 60
X.C.3. Administrative Requirements Evaluation 60
X.C.3.a. Preference and Incentive Programs 60
X.C.3.b. Mandatory Administrative Requirements 60
X.C.4. Technical Requirements Evaluation 61
X.C.4.a. Corporate Experience Summary 62
X.C.4.b. Corporate References 63
X.C.4.c. Staff Experience Requirements 65
X.C.4.d. Proposed Staff Client References 67
X.C.5. Bidders' Total Technical Score Determination 69
X.C.6. Cost Evaluation 70
X.C.7. Bidder's Total Bid Score before Preferences Determination 71
X.C.8. Application of Preferences and Incentives 71
X.C.8.a. Optional Preference Programs 71
X.C.8.b. Small Business Preference 71
X.C.8.c. DVBE Incentive 72
X.C.9. Bidders' Final Rank Determination and Selection of Prime
Contractor 72 ATTACHMENT 1: ATTACHMENT CHECK LIST 73 ATTACHMENT 2: IFB COVER LETTER 74 ATTACHMENT 3: BIDDER CERTIFICATION SHEET 75 ATTACHMENTS 4 THROUGH 10 77 ATTACHMENT 12a: CORPORATE QUALIFICATIONS REFERENCE FORM 81 ATTACHMENT 12b: CORPORATE QUALIFICATIONS REFERENCE FORM 82 ATTACHMENT 12c: CORPORATE QUALIFICATIONS REFERENCE FORM 83 ATTACHMENT 13: INTENTIONALLY LEFT BLANK 84 ATTACHMENT 15a: STAFF REFERENCE FORM 91 ATTACHMENT 15b: STAFF REFERENCE FORM 92 ATTACHMENT 16: COST WORKSHEET 93 ATTACHMENT 17: CONTRACTOR/ CONSULTANT CONFIDENTIALITY AND NON-DISCLOSURE
ACKNOWLEDGEMENT 95 ATTACHMENT A: STATEMENT OF WORK 97 List of Tables
Table 1. KEY ACTION DATES 2 Table 2. OCM Staffing 36 Table 3. Instructor Experience Requirements 53 Table 4. Administrative Requirements Evaluation List 61 Table 5. Technical Requirements Evaluation List 62 Table 6. Corporate Experience Evaluation Criteria 63 Table 7. Corporate References Evaluation Criteria 64 Table 8. Corporate References Scoring Criteria 64 Table 9. Staff Experience Summary Evaluation & Desirable Experience Scoring
Criteria 65 Table 10. Staff References Evaluation Criteria 68 Table 11. Staff References Scoring Criteria 69 Table 12. Bidders' Total Technical Score Example 70 Table13. Sample Cost Score Evaluation 71 Table 14. Sample Point Summary 71 Table 15. Final Bid Score with Small Business and DVBE Incentive Example
72
List of Figures Figure 1. 21st Century Project Governance Structure 35 Figure 2. MyCalPAYS Training Curriculum 38
I. INTRODUCTION AND OVERVIEW OF REQUIREMENTS A. PURPOSE OF THIS INVITATION FOR BID The purpose of this Invitation for Bid is to acquire the services of a
Contractor to provide fourteen (14) instructors who will conduct Instructor
Led Training and post-training support to core users of a new statewide
Human Resources payroll and management system, MyCalPAYS. During the term
of the contract, the Contractor's instructors will deliver multiple
sessions of a curriculum of approximately 24 hands-on trai