Implementation,_Maintenance_and_Support_of_New_Case_Management_System_(CMS)_(Addendum_#4_Revision).pdf

COUNTY OF ORANGE

DISTRICT ATTORNEY

REQUEST FOR PROPOSAL (RFP)

FOR

IMPLEMENTATION, MAINTENANCE AND SUPPORT OF NEW CASE

MANAGEMENT SYSTEM (CMS)

RFP NO. RFP 026-2630601-RA

County of Orange RFP

District Attorney - Implementation, Maintenance and Support of New Case Management System (CMS), RFP 026-2630601-RA

County of Orange

District Attorney

Procurement Services

300 N. Flower Street

Santa Ana, CA, CA

92703

SCHEDULE OF ACTIVITIES

Release Project Date August 7, 2024

Pre-Proposal Meeting (Non-

Mandatory)

August 14, 2024, 11:00am

ZOOM LINK TO PRE-PROPOSAL

MEETING

https://us02web.zoom.us/j/88345371486?pwd=

H8J1hpimsgW4Hybjbd5xv0jXM9HgqR.1

Meeting ID: 883 4537 1486

Passcode: 107244

Question Submission Deadline August 21, 2024, 2:00pm

Proposal Submission Deadline September 18, 2024, 2:00pm

Contractor Selection Date TBD

**This is a proposed schedule that is subject to change. Any changes to the schedule for the RFP process will be issued to all Respondents via addenda on the County’s online bidding system https://procurement.opengov.com/portal/ocgov **

PROPOSALS MUST BE RECEIVED ON

OR BEFORE

Wednesday, September 18, 2024

2:00 pm https://us02web.zoom.us/j/88345371486?pwd=H8J1hpimsgW4Hybjbd5xv0jXM9HgqR.1 https://us02web.zoom.us/j/88345371486?pwd=H8J1hpimsgW4Hybjbd5xv0jXM9HgqR.1 https://procurement.opengov.com/portal/ocgov

District Attorney - Implementation, Maintenance and Support of New Case Management System (CMS), RFP 026-2630601-RA

District Attorney - Implementation, Maintenance and Support of New Case Management System (CMS), RFP 026-2630601-RA

SECTIONS

SECTION 1. PROPOSAL SCORING FORMAT

SECTION 2. PROPOSAL RESPONSE REQUIREMENTS

Attachments:

A - RFP #026-2630601-RA

B - Attachment 1 - RFP Proposal Checklist

C - Attachment 2 - Respondent Proposal Template

D - Attachment 3 - Functional Requirements

E - Attachment 4 - Non-Functional Requirements

F - Attachment 5 - Cost Workbook

G - Attachment 6 - Compliance Statements

H - Attachment 7 - Company Profile & References

I - Attachment 8 - Professional Services Background

J - Attachment 9 - OCLSB DVBE Certification Requirements

K - Attachment 10 - Levine Act

L - Attachment 11 - Software and Licensing Agreement

M - Attachment 12 - Hosting Agreement

N - Attachment 13 - Maintenance and Support Agreement

O - Attachment 14 - Proposed Service Level Agreements

P - Attachment 15 - Cloud -Saas Requirements

Q - Attachment 16 - Exceptions - Revisions to Model Contract

R - Exhibit I - County of Orange Security Policies and Procedures

S - Exhibit II - County of Orange Records Retention Schedule

T - Exhibit III - Model Contract

U - Exhibit IV - Statement of Work

V - Pre-proposal Submission Meeting slides

District Attorney - Implementation, Maintenance and Support of New Case Management System (CMS), RFP 026-2630601-RA

District Attorney - Implementation, Maintenance and Support of New Case Management System (CMS), RFP 026-2630601-RA

SECTION 1. PROPOSAL SCORING FORMAT

1.1 WRITTEN PROPOSAL SCORING FORMAT

No. Evaluation Criteria Scoring Method Weight (Points)

1. Solution Offering + Requirements Points Based 300 (40% of Total)

2. Implementation Services Points Based 200 (26.7% of Total)

3. Experience, Qualifications, and Adherence to Model Contract Points Based 100

(13.3% of Total)

4. Corporate Sustainability Points Based 50 (6.7% of Total)

5. Cost

Points Based 100 (13.3% of Total)

1.2 PRESENTATION/INTERVIEW SCORING FORMAT

No. Evaluation Criteria Scoring Method Weight (Points)

District Attorney - Implementation, Maintenance and Support of New Case Management System (CMS), RFP 026-2630601-RA

1. Presentation/Interview Scoring Format: 250 points maximum:

County reserves the right to conduct, or to not conduct, oral interviews and/or presentations with the highest-scored Respondent(s). The decision whether to conduct oral interviews/presentations rests solely with

County and the decision of the DPA is final.

Respondents shall be ready to attend interview in-person within five (5) calendar days of notification. Any inquiry to determine the responsibility of a Respondent to this RFP may be conducted. Respondent agrees that the submission of a Proposal is permission by

Respondent for County to verify all information contained therein. If County believes it necessary, additional information may be requested from Respondent. The County may also send written questions and ask for written responses within five (5) business days. Failure to comply with any such request may disqualify a Respondent from further consideration.

Respondents must be prepared to discuss all aspects of their proposal in detail, including technical questions. Respondents will not be allowed to alter or amend their Proposal through the use of the presentation process.

Note: If interview/presentations are not conducted, the Written Proposal shall account for 1,000 points of the total score, with the maximum points adjusted proportionately.

Points Based 250 (100% of Total)

SECTION 2. PROPOSAL RESPONSE REQUIREMENTS

Proposals must be prepared simply and economically, providing a straightforward, concise description of capabilities to satisfy the requirements of this RFP. Emphasis should be on completeness and clarity of content with sufficient detail to allow for accurate evaluation and comparative analysis. Proposals are limited to 45 single sided pages. Response to Part 1 and

Part 2 will not count against the 45-page limit. All items listed in Part 3 will count against the page limit, no exceptions.

Note: Proposals that exceed the page limit noted above may be disqualified from further consideration.

Proposals must be electronically organized into three (3) sections and must be indexed in the order outlined below. List questions and your responses and/or attachments as numbered and listed within each section.

2.1 PLEASE UPLOAD ALL REQUIRED PROPOSAL ATTACHMENTS HERE.*

*Response required