75050242-RFQ_Experian_Aperture-Addendum_1.docx

REQUEST FOR QUOTE

CalHHS OTSI RFQ #: 75050242 Child Welfare Digital Services Experian Aperture Data Studio Renewal The California Health and Human Services Agency, Office of Technology and Solutions Integration (hereinafter referred to as “CalHHS OTSI” or “State”) is inviting you to review and respond to this Request for Quote (RFQ) for the Child Welfare Digital Services (CWDS) organization.

The CalHHS OTSI has purchasing authority for information technology (IT) goods and services (California Public Contract Code (PCC) section 12100).

Bidders must comply with the instructions and requirements found herein. Failure to comply with any of the instructions or requirements may cause the bidder to be rejected. Award will be made to the bidder deemed responsive by meeting all the stated requirements. The State may modify any part of the solicitation by issuance of one (1) or more addenda.

Bids must be submitted via e-mail to the Procurement Official by the due date and time provided in the Key Action Dates and Times. The subject line shall include the CalHHS OTSI RFQ number and the procurement title.

All documents submitted in response to this RFQ will become the property of the State of California and are subject to the California Public Records Act, California Government Code section 7920.000 et seq., the California Evidence Code and other applicable state and federal laws, despite any markings indicating the documents are proprietary or confidential.

CONTACT INFORMATION

California Health and Human Services Agency, Office of Technology and Solutions Integration Acquisition and Contracting Service Division Procurement Official: LaTaisha Henderson Phone: (916) 263- 4267 Submit Bids to: offers@otsi.ca.gov Submit Inquiries to: solicitations@otsi.ca.gov

KEY ACTION DATES AND TIMES

*Dates are approximate and may be adjusted by the State as needed without an addendum to this RFQ.

To comply with the nondiscrimination requirements of the Americans with Disabilities Act of 1990 (ADA), it is the policy of the State of California to make every effort to ensure that its programs, activities, and services are available to all persons, including persons with disabilities.

For persons with a disability needing a reasonable accommodation to participate in the procurement process or for persons having questions regarding reasonable accommodations of the procurement process, you may contact the Procurement Official.

Important: To ensure that we can meet your need, it is best that we receive your request for reasonable accommodations at least 10 working days before the scheduled event, e.g., meeting, conference, workshop, etc., or procurement deadline/due date.

Contents

SECTION I – OVERVIEW AND SUBMITTAL INSTRUCTIONS

PURPOSE

The purpose of this RFQ is to procure the Aperture Data Studio data management suite to validate, cleanse, de-duplicate, and enrich data to prepare for migration from the legacy system to the Child Welfare Services-California Automated Response and Engagement System (CWS-CARES).

BACKGROUND

The CalHHS OTSI procures, manages, and delivers technology systems that support the delivery of services to Californians. Within the CalHHS OTSI is the CWDS, which is a collaboration of California State and local government agencies that supports its customers through technology to ensure the safety, permanency, and well-being of children at risk of abuse, neglect, or exploitation. For more information on the CWDS, please refer to its website: https://cwds.ca.gov/.

GENERAL PROVISIONS

The Information Technology General Provisions Non-Cloud Goods & Services (DGS PD 403-ITGP Non-Cloud REV. 02/20/2025) that are published at https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/Required-Language-for-Solicitations-and-Contracts, will be made part of any resulting Agreement. No other terms, conditions, policies, and/or provisions (“Vendor Terms”) contained within any documents provided by the bidder in its bid that are different from or in addition to the terms set forth in this RFQ shall become a part of the resulting Agreement. If any Vendor Terms are included in the bid, the parties expressly agree that Vendor Terms are rejected by the State, are deemed stricken in the resulting Agreement, and shall have no force or effect.

ITEMS REQUESTED FOR QUOTE

Bidders must submit a completed Quote Worksheet (see Exhibit B – Quote Worksheet). The Quote Worksheet must be signed by a person authorized to bind the bidder’s firm contractually (electronic signatures will be accepted).

Responsible Bidder: The CalHHS OTSI may require bidder(s) to submit evidence of their qualifications at such times and under conditions as it may deem necessary. The question of whether a particular bidder is a responsible bidder may involve an evaluation of the bidder’s experience, type of facility, expertise or financial resources regarding the particular items requested by the pertinent solicitation. If a bidder has been determined to be non-responsible, the bid shall be rejected.

Sealed Bids: Bids must be sealed. The State reserves the right to consider email bids as properly “sealed” if received prior to the closing time specified, provided that a signature is shown on the bid.

EVALUATION INFORMATION

Evaluation Process Each bidder response will be checked for the presence of required information in conformance to the submission requirements of this RFQ. Each bidder response will be evaluated to determine its responsiveness to the requirements. OTSI reserves the right to make mathematical corrections to the quote worksheet and/or to ask clarifying questions.

The overall responsiveness of each bidder is based on the complete response from the respondent to the RFQ requirements, including the Statement of Work. An award, if made, will be to the responsive and responsible bidder providing the lowest cost in accordance with Section 5.B. Evaluation Criteria below.

Evaluation Criteria The following two (2) criteria will be reviewed:

1) Administrative Requirements Evaluation (Pass/Fail) Bidders must pass the Administrative Requirements Evaluation to continue on to the cost requirements evaluation. All required attachments, forms, and documents must be submitted as outlined in Section 12. Bid Response Requirements List.

2) Cost Requirements Evaluation Criteria If the bidder response passes all Administrative Requirements, it shall be evaluated based on the Grand Total price as reflected on Exhibit B - Quote Worksheet.

Application of SocioEconomic Programs Cost adjustments for preference claims and incentive will be performed during cost assessment if applicable.

AWARD OF CONTRACT

Award of contract, if made, will be in accordance with Section 5. Evaluation Information to a responsible bidder whose bid complies with all the requirements of the RFQ documents and any addenda thereto, except for such non-material defects as may be waived by the State. Award, if made, will be made within forty-five (45) days after the scheduled date for Contract Award as specified in the RFQ; however, a bidder may extend the offer beyond 45 days in the event of a delay of contract award.

The State reserves the right to determine the successful bidder(s) either on the basis of individual items or on the basis of all items included in its RFQ, unless otherwise expressly provided in the State’s RFQ. Unless the bidder specifies otherwise in its bid, the State may accept any item or group of items of any bid. The State reserves the right to modify or cancel in whole or in part its RFQ.

Written notification of the State’s intent to award will be made to all bidders. If a bidder, having submitted a bid, can show that its bid, instead of the bid selected by the State, should be selected for contract award, the bidder will be allowed five (5) working days to submit a Notice of Intent to Protest, according to the instructions contained in the paragraph titled “Protests” of this RFQ.

In the event of a tie, a coin toss will be a permissible tiebreaker. Such event will be conducted by the Procurement Official and observed by another state employee as witness. Per California Government Code (GC) section 14838(g), in the event of a precise tie between the low responsible bid of a small business/microbusiness (SB/MB) and the low responsible bid of a Disabled Veteran Business Enterprise (DVBE) that is also a SB/MB, the award shall go to the DVBE that is also a SB/MB.

PROTESTS

Any bidder’s issues regarding solicitation requirements must be resolved (or attempts to resolve them must have been made) before a protest may be submitted according to the procedure below. These issues will first be resolved by the contact for the solicitation or if they result in a protest, the protest will be submitted to DGS Procurement Division Deputy Director to hear and resolve issues and whose decision will be final.

If a bidder has submitted a bid which it believes to be responsive to the requirements of the RFQ and to be the bid that should have been selected according to the evaluation procedures in the solicitation and the bidder believes the State has incorrectly selected another bidder for award, the bidder may submit a protest of the selection as described below. Protests regarding selection of the “successful bidder” will be heard and resolved by the Victim Compensation and Government Claims Board whose decision will be final.

All protests of award must be made in writing, signed by an individual authorized to bind the bidder contractually and financially, and contain a statement of the reason(s) for protest; citing the law, rule, regulation or procedure on which the protest is based. The protester must provide facts and evidence to support the claim. Protests must be mailed or delivered to:

Street and Mailing Address:

Deputy Director Procurement Division 707 Third Street, Second Floor South West Sacramento, CA 95605 Facsimile No.: (916) 375-4611 All protests to the RFQ or protests concerning the evaluation, recommendation, or other aspects of the selection process must be received by DGS Procurement Division Deputy Director as promptly as possible, but not later than the date indicated in the Notification of Intent to Award. Certified or registered mail must be used unless delivered in person; in which case the protester should obtain a receipt of delivery.

BIDDER INSTRUCTIONS

Bidder Instructions (GSPD-451) are incorporated by reference and can be accessed here: https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/GSPD/Bidders-Instructions.pdf. Bidders are advised to review the instructions in addition to this solicitation to ensure submission of a responsive bid.

BIDDER INQUIRIES

This RFQ addresses all requirements that bidders must meet to be eligible for consideration. Bidders must carefully read the entire RFQ and make sure all instructions and requirements of the RFQ are accurately followed and addressed.

If a bidder has questions or discovers any ambiguity, conflict, restrictive specifications, discrepancy, omission, or other errors in the RFQ, the bidder shall immediately notify the Procurement Official of such error, in writing, no later than five (5) business days before the bid due date, and request clarification or modification of the document.

State responses to bidder inquiries will be posted via Cal eProcure.

SOCIOECONOMIC PROGRAMS

A Small Business (SB) and a DVBE must have a current and valid certification through the DGS, Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS). Completed certification applications and required support documents must be submitted to OSDS no later than 5:00 p.m. PT on the Final Date for Bid Submission and OSDS must be able to approve the application as submitted. For certification and preference approval process information, contact OSDS by telephone at (916) 375-4940 or access the OSDS Internet website at: Apply For or Re-apply as Small Business, Disabled Veteran Business Enterprise Preferences and incentives for SB/DVBE will be applied as identified on the Bidder Declaration (GSPD-05-105).

1. Small Business Preference Program Current law encourages state departments to first consider a SB for contracting opportunities. The CalHHS OTSI is committed to supporting SB participation in state contracting and seeks to use certified SBs whenever possible.

A five percent (5%) bid preference is available to bidders certified as a SB in accordance with GC section 14835 et seq.

The SB regulations concerning the application and calculation of the preference, certification, responsibilities, department certification, and appeals can be viewed in the California Code of Regulations (Title 2, Division 2, Chapter 3, Subchapter 8, section 1896 et seq.).

Small Business Nonprofit Veteran Services Agencies Small Business Nonprofit Veteran Services Agencies (SB/NVSA) prime bidders meeting requirements specified in the Military and Veterans Code (MVC) section 999.50 et seq. and obtaining a California certification as a SB are eligible for the five percent (5%) SB preference.

Non-Small Business Subcontractor Preference A five percent (5%) bid preference is available to a non-SB claiming twenty-five percent (25%) California Certified SB subcontractor participation.

Disabled Veteran Business Enterprise Program The DVBE Participation Program requirements for this solicitation have been waived; however, this solicitation includes the DVBE Incentive. Bidders are required to submit the DVBE Declarations (DGS PD 843) form to be considered for the incentive. Refer to the following link for detailed requirements and instructions: DVBE Program Requirements.

Target Area Contract Preference Act In accordance with GC section 4530 et seq. and Title 2, California Code of Regulations, section 1896.30 et seq., preference will be granted to California-based firms whenever a contract for goods and services are in excess of $100,000 and the bidder meets certain requirements regarding labor needed to produce the goods or provide the services being procured. Bidders are not required to apply for the Target Area Contract Preference Act (TACPA) preference. Denial of TACPA preference requests is not a basis for rejection of the bid.

The State reserves the right to verify, validate, and clarify all information contained in the TACPA application (STD 830). This includes, but is not limited to, information from bidders, manufacturers, subcontractors, and any other sources available at time of bid evaluation. Bidder's refusal to agree or comply with these terms, or failure to provide additional supporting information at the State's request, may result in denial of the requested preference.

Bidders wishing to take advantage of this preference must review the following website and submit the appropriate response(s) with the bid: Request Target Area Contract Preference.

BIDDER REQUIREMENTS

Bidders must meet the following requirements, as applicable, to be considered responsive and responsible. Also refer to the Bid Response Requirements List.

1. Bidder Declaration (GSPD-05-105) All bidders must submit the Bidder Declaration (GSPD-05-105). When completing the declaration, bidders must identify all subcontractors proposed for participation in the Agreement. Bidders awarded an Agreement are contractually obligated to use the subcontractors for the corresponding work identified unless the State agrees to a substitution, and it is incorporated by amendment to the Agreement.

Commercially Useful Function Suppliers, whether the bidder or a subcontractor, who have a California certification for one (1) or more of the socioeconomic programs (e.g., SB or DVBE), must submit the Commercially Useful Function (CUF) Documentation. CUF is defined in the Military and Veterans Code section 999(b)(5)(B) for DVBEs and in the GC section 14837(d)(4)(A) for SB. Refer to the following link for requirements: Commercially Useful Function for Certified Firms.

Federal Debarment, Suspension, Ineligibility and Voluntary Exclusion Pursuant to Executive Order 12549, Debarment and Suspension, 29 Code of Federal Regulations (CFR) Part 98, section 98.510, Participants; responsibilities, bidders are required to submit the Federal Debarment, Suspension, Ineligibility and Voluntary Exclusion Certification for purchase order using federal funds.

California Civil Rights Laws Pursuant to PCC section 2010, any bidder entering into or renewing a contract that equals or exceeds $100,000 are required to submit the California Civil Rights Laws Certification.

Iran Contracting Act Pursuant to the Iran Contracting Act of 2010 (PCC sections 2200 through 2208 are “the Act”), any bidder entering into or renewing a contract that equals or exceeds $1,000,000 are required to submit the Iran Contracting Act Certification.

Payee Data Record (STD 204) Bidders are required to submit the Payee Data Record (STD 204) to receive payment from the State. If the bidder’s STD 204 is not on file, the bidder shall submit one upon the State’s request.

Mandatory Generative Artificial Intelligence Requirements The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI tools, while balancing the risks of these new technologies.

Bidder / Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term “materially impacts” shall have the meaning set forth in State Administrative Manual (SAM) § 4986.2 Definitions for GenAI.

Failure to report GenAI to the State may result in disqualification. The State reserves the right to seek any and all relief to which it may be entitled to as a result of such non-disclosure.

Upon notification by a Bidder / Offeror of GenAI as required, the State reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the State.

Government Code 11549.64 defines “Generative Artificial Intelligence (GenAI)” as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system’s training data.

Prohibition On Tax Delinquents PCC section 10295.4 prohibits bidders identified as the largest tax delinquents by the Franchise Tax Board (FTB) or the California Department of Tax and Fee Administration (CDTFA) from entering into any contract with the State. Any bidder identified by FTB or CDTFA as a tax delinquent under this section shall be deemed non-responsive and their offer will be rejected.

Executive Order N-6-22 – Russia Sanctions On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid, the bidder represents that it is not a target of Economic Sanctions. Should the State determine the bidder is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the bid any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

New Equipment All equipment to be provided in response to a State of California solicitation shall be new and latest model in current production. USED, SHOPWORN, DEMONSTRATOR, PROTOTYPE OR DISCONTINUED MODELS ARE NOT ACCEPTABLE.

Seller’s Permit If applicable, please note that award will be conditional on providing the following document prior to award:

You must provide your company’s California retailer’s seller’s permit or certification of registration and, if applicable, the permit or certification of all participating affiliates, issued by the State of California, pursuant to all requirements as set form in Sections 6487, 7101 and sections 6452.1, 6487.3, 18510 of the Revenue and Taxation Code, and Section 10295.1 of the Public Contract Code. In order to expedite the process of verifying the validity of the permit, provide the seller’s permit number (or attach a copy of the permit with your bid.)

BID RESPONSE REQUIREMENTS LIST

Bidders shall submit the following documents as required for the RFQ. Bidders who fail to submit any of the required forms will be deemed non-responsive. All documents requiring a signature must bear the signature of a person authorized to bind the bidder’s firm contractually. Electronic signatures will be accepted. If you are unable to access the links below, please refer to: www.osi.ca.gov/Doing_Business_with_OTSI.html.

Target Area Contract Preference Act (TACPA) (Required if claiming the applicable bidder preference and amount exceeds $100,000)

· TACPA Preference Request (STD 830)

· Manufacturer's Summary of Contract Activities and Labor Hours (GSPD 525)

· Bidder's Summary of Contract Activities and Labor Hours (GSPD 526) 10.E

EXHIBIT B – QUOTE WORKSHEET

VENDOR INFORMATION

Supplier Name:

Supplier Address, City, State, Zip:

Name of Authorized Representative:

Phone Number:

Email Address:

Quote expiration date (quote must be valid for a minimum of 30 days):

Discount(s), if any being offered:

· Aperture Data Studio Enterprise (Client Hosted – Unlimited Records) 5 Users;

· Aperture Data Studio (Add-On) Data Sources (Unlimited) Qty 1; and

· Aperture Data Studio (Add-On) Consumer Users Qty 20.

SUBTOTAL

SALES TAX (If Applicable)

SHIPPING (F.O.B. Destination FRT. PPD.)

GRAND TOTAL

Signature:

Date:

California Health and Human Services Agency Office of Technology and Solutions Integration 2870 Gateway Oaks Drive, Suite 150GAVIN NEWSOM

GOVERNOR

Sacramento, California 95833

California Health and Human Services Agency Request for Quote #75050242 Office of Technology and Solutions Integration

SECTION II – AGREEMENT

EXHIBIT A – STATEMENT OF WORK

Child Welfare Digital Services Experian Aperture Data Studio Renewal

1. PURPOSE – GENERAL

This Statement of Work (SOW) sets forth the services to be provided by [Contractor Name], hereinafter referred to as the “Contractor,” for the California Health and Human Services Agency, Office of Technology and Solutions Integration, hereinafter referred to as the “CalHHS OTSI” or the “State.” This SOW is governed by and incorporates by reference the Information Technology General Provisions Non-Cloud Goods & Services (DGS PD 403-ITGP Non-Cloud REV. 02/20/2025) that are published at https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/Required-Language-for-Solicitations-and-Contracts (referred to herein as “General Provisions”).

The Contractor shall provide Aperture Data Studio Software licenses to the State as described in the Request for Quote. Aperture Data Studio Software is a data management suite that will be used to validate, cleanse, re-duplicate, and enrich data to prepare for migration from the legacy system to the Child Welfare Services-California Response and Engagement System (CWS-CARES).

1. TERM

A. The term of this Agreement shall commence on [Agreement Start Date], or the date the software is received by the State (referred to herein as the “Effective Date”), and continue through [Agreement End Date], or twelve (12) months.

B. The Contractor shall not be authorized to deliver the software licenses described in this Agreement prior to the Effective Date. Any performance by the Contractor that is commenced prior to the Effective Date shall be considered gratuitous on the part of the Contractor.

COST

The total cost of this Agreement is [Agreement Cost $Dollar Value]. Cost details are located in the Exhibit B, Quote Worksheet.

INVOICING AND PAYMENT PROVISIONS

A. Invoicing and Payment

1) Upon receipt and approval of the invoice(s), the CalHHS OTSI agrees to compensate Contractor in accordance with the costs set forth in Exhibit B, Quote Worksheet.

2) Payment for software licenses shall be made in one (1) year increments and may be invoiced upon delivery of the initial licenses.

3) Payment shall be made in accordance with the State of California’s Prompt Payment Act (Government Code Section 927 et seq.).

4) Invoices may be submitted electronically via email or by mail.

a) Invoices submitted electronically shall be emailed to: AccountsPayable@otsi.ca.gov. Electronic submissions must:

(i) Be submitted individually. CalHHS OTSI will not accept multiple invoices submitted in a single email.

(ii) Contain the following in the Subject line:

· Company name

· Agreement number 75050242 and PO number (0531-PO#)

· Invoice number

(iii) Be in PDF format and include all of the supporting documentation as required in this Agreement.

b) Invoices submitted by mail shall be sent directly to the following address. Hard copies must include all the supporting documentation as required in this Agreement.

California Health and Human Services Office of Technology and Solutions Integration Attn: Accounting Office 2870 Gateway Oaks Drive, Suite 150 Sacramento, CA 95833 B. Travel and Reimbursement The State will not be reimbursing for any travel as part of this Agreement.

STATE CONTACTS

Inquiries or updates related to the software account or licenses

Inquiries related to the PO and payments

ELECTRONIC SIGNATURES

This Agreement may be executed in any number of counterparts, each of which will be an original, but all of which together will constitute one instrument. Each party of this Agreement agrees to the use of electronic signatures, such as digital signatures that meet the requirements of the California Uniform Electronic Transactions Act ((“CUETA”) Cal. Civ. Code Sections 1633.1 to 1633.17), for executing this Agreement. The parties further agree that the electronic signatures of the parties included in this Agreement are intended to authenticate this writing and to have the same force and effect as manual signatures. Electronic signature means an electronic sound, symbol, or process attached to or logically associated with an electronic record and executed or adopted by a person with the intent to sign the electronic record pursuant to the CUETA as amended from time to time. The CUETA authorizes use of an electronic signature for transactions and contracts among parties in California, including a government agency. Digital signature means an electronic identifier, created by computer, intended by the party using it to have the same force and effect as the use of a manual signature, and shall be reasonably relied upon by the parties. For purposes of this section, a digital signature is a type of "electronic signature" as defined in subdivision (h) of Section 1633.2 of the Civil Code.

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