A______Clarification_on_IFB_Title_from_PM.pdf

PDF 196 KB Posted

Attached to
Conversion of On-Premise License to Cloud License for Informatica Software
Solicitation number
250164
Issued by
Orange County, California

About this file

This is an internal email clarification document from the Orange County Transportation Authority (OCTA) addressing a discrepancy in the Invitation for Bid (IFB) title for the conversion of on-premise licenses to cloud licenses for Informatica software. The procurement is for Informatica Intelligent Data Management Cloud (IDMC) products and services with a total budget of $350,251.60 for a one-year term beginning December 1, 2025 and ending November 30, 2026. The request includes seven line items: PowerExchange for Salesforce production annual subscription, Intelligent Data Management Cloud (370 units at $875.68 each totaling $324,001.60), PowerCenter Cloud Edition with overage protection and per-consecutive-month pricing, Cloud Assurance Package, Premium Success for Subscription, and PowerCenter Cloud Edition Tier 1 Starter Pack at $26,250.00. The procurement requires competitive bidding through an Invitation for Bids process, with the request originating from Brad Dagger, Section Manager of Sr. IS Administration and Data Warehouse at OCTA.

The purchase request (R000820) was initiated on December 1, 2025, and entered into the system on October 23, 2025, with a vendor designation of V99999-TBD pending award. The request was routed through OCTA's internal approval workflow with multiple approvals obtained between October 23 and December 3, 2025. All line items are charged to general ledger account 1285 9028 at 100 percent allocation to cost center JL IX080 0R5. The primary clarification addressed in the email concerns the standardization of the IFB title across three separate documents—the Internal Cost Estimate (ICE), Scope of Work Verification (SOWV), and related memo—with Brad Dagger confirming that all documents should reference "Conversion of our on-premise license to a cloud license for Informatica software."

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From: Brad Dagger To: Desiree Fernandez Subject: RE: WORKFLOW/Action PR_APPROVAL created by BDAGGER Date: Wednesday, December 24, 2025 9:59:16 AM

Desiree, They are all meant to be the same.

The title below would suffice:

Conversion of our on-premise license to a cloud license for Informatica software

Do you want me to update all three documents?

Thank you, Brad Dagger Section Manager Sr.

IS Administration, Data Warehouse Orange County Transportation Authority Phone 714-560-5470 Email bdagger@octa.net

From: Desiree Fernandez <dfernandez1@octa.net> Sent: Wednesday, December 24, 2025 9:40 AM To: Brad Dagger <bdagger@octa.net> Subject: RE: WORKFLOW/Action PR_APPROVAL created by BDAGGER

Hi Brad, Can you confirm the actual title for this IFB, all three are different.

ICE states

Conversion of our on-premise license to a cloud license for Informatica software Conversion to cloud license for Informatica software

SOW Verification memo Kenny states

Informatica IDMC (Intelligent Data Management Cloud) License conversion

Thanks Desiree

From: Brad Dagger <bdagger@octa.net> mailto:bdagger@octa.net mailto:dfernandez1@octa.net mailto:bdagger@octa.net mailto:bdagger@octa.net Desiree Fernandez Highlight

Sent: Tuesday, December 16, 2025 3:33 PM To: Desiree Fernandez <dfernandez1@octa.net>

Desiree, Attached are the updated and signed forms:

ICE – date updated and signed SOWV – signed

Please let me know if any other updates.

Thank you, Brad Dagger Section Manager Sr.

IS Administration, Data Warehouse Orange County Transportation Authority

Sent: Tuesday, December 16, 2025 11:30 AM

Subject: FW: WORKFLOW/Action PR_APPROVAL created by BDAGGER

Your also missing a signature on the SOWV form.

From: Brad Dagger <bdagger@octa.net> Sent: Monday, December 8, 2025 5:01 PM

Desiree, Attached are the requested documents:

ICE

SOWV

SOWV Memo mailto:dfernandez1@octa.net mailto:bdagger@octa.net mailto:dfernandez1@octa.net mailto:bdagger@octa.net mailto:bdagger@octa.net

Please let me know if any changes.

Thank you, Brad Dagger Section Manager Sr.

IS Administration, Data Warehouse Orange County Transportation Authority

Sent: Wednesday, December 3, 2025 10:38 AM

Subject: FW: WORKFLOW/Action PR_APPROVAL created by BDAGGER

I was assigned this req.

Can you please send me the ICE, SOWV, and SOWV memo if needed.

-Desiree

From: FEProd@octa.net <FEProd@octa.net> Sent: Wednesday, December 3, 2025 10:34 AM

Subject: WORKFLOW/Action PR_APPROVAL created by BDAGGER

To approve this, simply reply and type Y, YES, or OK in the first line.

To reject this, reply and type N or NO in the first line.

To add comments, type up to 255 characters on subsequent lines delimited by double square brackets.

Example: [[this is an official comment to the e-mail response]] All other comments will be ignored.

WORKFLOW MODEL INFORMATION:

User=DFERNANDEZ1 Model=PR_APPROVAL Activity=A38_0003 Key=DD6CBCA7-DDDD-48DC-966E-044A718BD0B3 Version=6 UniqueKey=C9529447-A0CD-47B9-8C72-DAAEE7C39BBC mailto:bdagger@octa.net mailto:dfernandez1@octa.net mailto:bdagger@octa.net mailto:FEProd@octa.net mailto:FEProd@octa.net

WORKFLOW INSTANCE INFORMATION:

Purchase Request# = R000820 PR Total$ = $350,251.60 Requested By = Brad Dagger Request Date = 12/1/2025 Entry Date = 10/23/2025 Vendor = V99999-TBD

ACCOUNT INFORMATION

Item# Quantity Price Item Total Lg Key Object Amt/Pct

0001 1.000 GL 1285

9028 100%

JL IX080 0R5

Item Description PowerExchange for Salesforce (per Environment) (S) Production Annual Subscription

0002 370.000 $875.68 $324,001.60 GL 1285

9028 100%

JL IX080 0R5

Item Description Intelligent Data Management Cloud - IPU -per Consecutive Month

0003 1.000 GL 1285

JL IX080 0R5

Item Description PowerCenter Cloud Edition - IPU - per Consecutive Month

0004 1.000 GL 1285

JL IX080 0R5

Item Description PowerCenter Cloud Edition - IPU - Overage Protection per Consecutive Month

0005 1.000 GL 1285

JL IX080 0R5

Item Description Cloud Assurance Package - IPU - per Consecutive Month

0006 1.000 GL 1285

JL IX080 0R5

Item Description Premium Success for Subscription

0007 1.000 $26,250.00 $26,250.00 GL 1285

JL IX080 0R5

Item Description PowerCenter Cloud Edition - Tier 1 - Starter Pack

PR Notes REQ needs to go out for an IFB.

Part# 0000027173-0000 Part# 0000036360-0000 Part# 0000036585-0000 Part# 0000036587-0000 Part# 0000036863-0000 Part# 0000023684-0000 Part# 0000036588-0000 Term: 12/01/2025 - 11/30/2026

WORKFLOW HISTORY INFORMATION:

User ID : BDAGGER Status : Accepted Date/Time : 10/23/2025 2:01:24 PM User ID : MHENRY Status : Accepted Date/Time : 10/28/2025 12:23:08 PM User ID : EWANG Status : Accepted Date/Time : 10/28/2025 1:06:54 PM User ID : AROSALES1 Status : Accepted Date/Time : 11/3/2025 10:24:31 AM User ID : AROSALES1 Status : Accepted Date/Time : 11/3/2025 10:24:31 AM User ID : BDAGGER

Status : Accepted Date/Time : 11/4/2025 3:52:52 PM User ID : SCONNOR Status : Accepted Date/Time : 11/4/2025 3:52:52 PM User ID : IDENEAU Status : Accepted Date/Time : 11/4/2025 3:52:52 PM User ID : BDAGGER Status : Accepted Date/Time : 12/3/2025 10:34:12 AM

File details come from the government source that posted it. Updated .