Attachment_2-_Bid_Specification_7490-BS-0225380.pdf

State of California Bid Specification 7490-BS-0225380

Production Folder Inserters State Controller’s Office

BU 0840 Event ID# 0000034673

Attachment 2

Wang, T Page 1 of 4 March 25, 2025

1.0 SCOPE

This Bid Specification defines the minimum requirements for production folder inserters, also referred to as “inserters”, with native tracking software to be used by the California State Controller’s Office (SCO) for issuing warrants and electronic fund transfers (EFT).

2.0 APPLICABLE LAWS AND STANDARDS

Laws, regulations, policies, and standards listed in this section form a part of this bid specification as cited in the text.

2.1 LAWS, REGULATIONS, POLICIES

None listed.

2.2 STANDARDS

None listed.

3.0 TECHNICAL REQUIREMENTS

A production folder inserter shall compose of the components and system configuration necessary to meet all the following requirements.

3.1 FEATURE AND CAPABILITY

3.1.1 Cut Sheet Channel

3.1.1.1 Minimum Rate: 50,000 sheets per hour.

3.1.1.2 Camera and Barcode reading capabilities as specified in Section 3.1.4.

3.1.2 Built-in Jogger

3.1.2.1 Evenly stacks paper and aligns edge with cut sheet feeder.

3.1.2.2 Reduces static between sheets prior to loading into sheet feeder.

3.1.3 Insert Feeders

3.1.3.1 Minimum Capacity: 3,000 inserts per feeder.

3.1.3.2 Camera and Barcode reading capabilities as specified in Section 3.1.4.

3.1.4 Cameras and Barcode Reading Capabilities.

3.1.4.1 Barcodes:

1. Optical mark recognition barcode (OMR).

2. 2-D barcode.

3. QR code.

3.1.4.2 Barcode Location on 8 ½ inch x 11-inch sheet:

1. 4.7 inches from left edge.

2. 2.6 inches from top edge.

Production Folder Inserters State Controller’s Office

BU 0840 Event ID#

Wang, T Page 2 of 4 March 25, 2025

3.1.5 Maximum Throughput Speed:

3.1.5.1 Minimum 18,000 envelopes per hour for #10’s.

3.1.5.2 Minimum 18,000 envelopes per hour for 6-inch by 9-inch.

3.1.5.3 Minimum 6,000 envelopes per hour for flats.

3.1.6 Average Throughput Speed including down time for maintenance, stoppages, material refill, changeover, etc.

3.1.6.1 Minimum 17,000 #10 envelopes per hour.

1. Z-fold and insert one sheet of 24-pound bond paper, size 8 ½ inch x 11-inch, one-up, perforation at 7 ½ inch from page bottom, and 30% Post-Consumer Recycled Content (PCRC) into a #10 envelope.

3.1.6.2 Minimum 17,000 6-inch by 9-inch envelopes per hour.

1. Half-fold and insert one sheet of 24-pound bond paper, size 8 ½ inch x 11-inch, one-up, perforation at 7 ½ inch from page top, and 30% Post-Consumer Recycled Content (PCRC) into a 6-inch by 9-inch envelopes.

3.1.6.3 Minimum 5,000 flats size envelopes per hour.

1. No fold, one sheet of 24-pound bond paper, size 8 ½ inch x 11-inch, one-up, perforation at 7 ½ inch from page bottom, and 30% Post-Consumer Recycled Content (PCRC) into a flat size envelope.

3.1.7 Automated Changeover:

3.1.7.1 Allow Contractor technicians and SCO operators to enter job specifications prior to job start and save the job specifications as a job profile.

3.1.7.2 Prior to the start of an insert job, and once the applicable job profile is selected, the inserter adjusts its components to meet the job profile requirements.

3.1.7.3 Compatible with the following:

1. Folds:

(1) Tri-fold.

(2) Half-fold.

(3) Z-fold.

(4) C-fold.

2. Envelope types:

(1) #10

(a) Window size: 1 1/8 inch x 4 ½ inch

Production Folder Inserters State Controller’s Office

BU 0840 Event ID#

Wang, T Page 3 of 4 March 25, 2025

(b) Window position: 7/8-inch from left edge and 5/8-inch from bottom edge

(2) 6-inch x 9-inch

(a) Window size: 1 1/8 inch x 4 ½ inch

(b) Window position: 7/8-inch from the left edge and ½-inch from the bottom edge.

(3) 11 ½ inch x 9 ½ inch x 9/20-inch flats.

(a) Window size: 3 ¾ inch x 1 ½ inch

(b) Window position: 5/8-inch from the left edge and 7 ¾ inch from the bottom edge.

3.1.8 Combined footprint of two inserters including maintenance area required around each inserter.

3.1.8.1 Length: Maximum 60 ft.

3.1.8.2 Width: Maximum 28 ft.

3.1.9 Able to output all inserted envelopes such as #10, 6-inch by 9-inch and flats into the on-edge stacker that can shingle flats and stack a minimum of 5,000 #10 or 6-inch x 9-inch envelopes.

3.1.10 Able to position cut sheet or inserts so that the delivery address is fully visible in the envelope windows specified in Section 3.1.7.3.

3.1.11 Compressed Air Required for Maximum Throughput Speed:

3.1.11.1 Flow rate: Maximum 30 cubic feet per minute.

3.1.11.2 Pressure: Maximum 140 pounds per square inch.

3.1.12 Inserting Capacity:

3.1.12.1 #10 envelope: Minimum 0.045 inch.

3.1.12.2 6-inch by 9-inch envelope: Minimum 0.045 inch.

3.1.12.3 Flats: Minimum 0.450 inch.

3.1.13 Able to insert paper products containing 30% post-consumer recycled content at the speed specified in Section 3.1.5.

3.1.14 Hardwire connection to local print server.

3.1.14.1 Cat5 Ethernet.

Production Folder Inserters State Controller’s Office

BU 0840 Event ID#

Wang, T Page 4 of 4 March 25, 2025

3.2 SOFTWARE

Native tracking software with intelligent system control and monitoring

3.2.1 Manage user access and roles with unique login usernames and passwords.

3.2.1.1 Individual login by operator.

3.2.1.2 Master login for management reports.

3.2.2 Divert Pulls: Duplicate and operator-specified documents are separated from non-diverted output.

3.2.2.1 Duplicate warrants: Identified when the inserter reads the control file, insert job begins, inserter tracks activity/identifiers against control file, inserter recognizes activity/identifiers it previously tracked, inserter diverts pull for operator review.

3.2.2.2 Operator pulls: Operator enters warrant numbers, then the inserter tracks activity/identifiers against a control file. Once the inserter recognizes the warrant number, the inserter diverts pull for operator review

3.2.3 Provide close-loop verification, which is the process of tracking all warrants processed. Process includes matching, cross-checking unique identifiers against the control file, for monitoring, managing, and tracking all warrants, and job reconciliation using the barcodes specified in Section 3.1.4.

3.2.4 Generate reports. Available reports shall include:

3.2.4.1 Job Completion Report – provides a percentage of warrants inserted compared against the control file and no duplicate warrant numbers were inserted.

3.2.4.2 Operator Production Report – provides statistics attributed to each operator including operator uptime, job codes processed, and total time to complete each completed job code.

3.2.4.3 Throughput reports – provides statistics including, total inserter throughput, average inserter throughput, downtime, and contractor maintenance time.

3.2.5 Receive and read each control file generated by the print server.