Request_for_Offer_5828297360_Sr._Test_Analyst.pdf

CALSTRS

HOW WI LL YO U SPEND YOUR FUTURE?

CALIFORNIA STATE TEACHERS’ RETIREMENT SYSTEM

Technology Services California Multiple Award Schedule (CMAS) Agreement

Sr. Test Analyst

REQUEST FOR OFFER #5828297360

OFFER DUE DATE

September 23, 2026 by 2 P.M., PT

Natalie Meyer Analyst II

California State Teachers’ Retirement Systems ITProcurement@CalSTRS.com

Our Mission: Securing the Financial Future and Sustaining the Trust of California’s Educators

Request for Offer 5828297360 Technology Services

Sr. Test Analyst

REQUEST FOR OFFER

You are invited to review and respond to the California State Teachers’ Retirement System (CalSTRS), Request for Offer (RFO), entitled Sr. Test Analyst. Read this document carefully. In submitting your Offer, you must comply with the instructions, terms and conditions stated in this RFO and in your Information Technology CMAS contract.

Offers must be submitted to CalSTRS via email to ITProcurement@CalSTRS.com and must be received by CalSTRS no later than September 23, 2026, by 2 p.m., Pacific Time (PT). Offers received after the specified date and time may be rejected.

Respondents requiring clarification of the intent and content of this RFO, or on the competitive process, may request clarification only by submitting written questions to:

Natalie Meyer Analyst II

ITProcurement@CalSTRS.com

Refer to Attachment IV, Frequently Asked Questions, prior to submitting any written questions. Any additional questions must be received by September 16, 2026, by 2 p.m., PT. Questions received by this date will be answered in writing, without identifying the source of query.

Any attempt by a firm responding to this Offer to initiate contact with any member of the Teachers’ Retirement Board and/or CalSTRS staff, other than the CalSTRS contact listed above, regarding this RFO process may disqualify the firm from further consideration.

Please note that no verbal information given will be binding upon the California State Teachers’ Retirement System unless such information is incorporated into this RFO via an addendum.

Sr. Test Analyst

TABLE OF CONTENTS

A. INTRODUCTION

B. BACKGROUND

C. QUALIFICATIONS REQUIREMENTS

D. OFFER REQUIREMENTS AND INFORMATION

E. ATTACHMENTS

I. Information and Offer Sheet II. Proposed Project Person Skill Summary Sheet

III. Proposed Project Person Business Reference Sheet IV. Frequently Asked Questions V. Statement of Work

F. SAMPLE AGREEMENT

1. Agreement Terms and Conditions

2. Exhibit A – Statement of Work

3. Exhibit B – <Contractor’s> Key Personnel

4. Exhibit C – Teachers’ Retirement Board Governance Manual – Third Party Economic Interest

Disclosure Policy

5. Exhibit D – Form 600-H Third Party Economic Interest Disclosure

6. Exhibit E – Contractor Background Investigation Policy

7. Exhibit F – Certification of Contractor’s Employee Background Investigation Form

8. Exhibit G – Personal History Statement

9. Exhibit H – CalSTRS Information Security and Privacy Addendum

10. Exhibit I – Confidentiality, Non-Disclosure and Acceptable Use Agreement

11. Exhibit J – CalSTRS Minimum Information Security Requirements

Sr. Test Analyst

GENERAL INFORMATION

A. INTRODUCTION

CalSTRS is the largest educator-only pension fund in the world. CalSTRS administers a hybrid retirement system, consisting of traditional defined benefit, cash balance and voluntary defined contribution plans.

CalSTRS also provides disability and survivor benefits. CalSTRS serves California’s public school educators and their families from the state’s school districts, county offices of education and community college districts. For more information on CalSTRS and its various programs, please refer to the CalSTRS Website at: https://www.CalSTRS.com.

The purpose of this RFO is to select one (1) experienced Senior Test Analyst with knowledge and experience of requirements management methodologies; requirement elicitation, documentation, and management; and testing methodologies and management for a pension, financial or similar system. The Senior Test Analyst will perform various test activities related to the recently implemented BenefitConnect pension administration system. The Senior Test Analyst will be responsible for supporting the technical teams with test planning, test scheduling, development of processes and staffing requirements for defect triage/business analysis, assist with test case development, date shift coordination, and other test activities. The services required are more fully described in Attachment V, Statement of Work, included in this document.

CalSTRS will only accept one (1) offer per Vendor (Respondent) for this RFO. Each offer shall only include one (1) proposed project person.

The total services period may be up to thirty-six (36) months, with an option to extend up to twenty-four (24) additional months, at an estimated average of 172 work hours per month at the rate negotiated at contract execution. The number of hours worked should not exceed the number of hours allowed in the contract. The number of hours worked per month should not exceed 172 hours. Any contract resulting from this RFO may be amended to add time or funds, at the sole discretion of CalSTRS.

The Vendor/Contractor must be able to perform all work on-site at the CalSTRS headquarters facility in West Sacramento, CA. At CalSTRS’ discretion, a different approach (i.e., fully in-office, fully remote or different work hours) may be utilized based on CalSTRS business need and/or directive. Work must be performed during CalSTRS business hours Monday through Friday from 8:00 a.m. to 5:00 p.m. and shall not be permitted on California State Holidays identified on the California Department of Human Resources website. At the request of CalSTRS management the Vendor/Contractor may be required to work outside of CalSTRS business hours. Hours worked outside of CalSTRS business hours will be paid at the same rate as CalSTRS business hours. All work schedules must be pre-approved in writing by CalSTRS management and must adhere to all applicable CalSTRS policies and procedures. The Vendor/Contractor is responsible for any travel costs (including travel time) that they may incur while providing the services identified in the Statement of Work.

The proposed project person selected as a result of this RFO will be under the direction of the CalSTRS Benefit Connect Technical Manager or designee and may be assigned one or more teams/programs/projects during the services period.

Sr. Test Analyst

B. BACKGROUND

CalSTRS recently replaced multiple outdated legacy systems with a new pension administration system known as Benefit Connect (BC). BC functionality includes contribution reporting and collections, crediting service, member demographic information maintenance, service credit purchases, benefit application processing, benefit calculation, benefit payroll, third party deductions and disbursements, tax reporting, receivables and collections, correspondence and statement generation, and event tracking. Over 200 CalSTRS staff members are involved in the effort.

CalSTRS’ approach to this work has been to have CalSTRS’ technical resources work closely with the third-party vendor early and on-going throughout the project.

For more information about the CalSTRS organization, mission, vision, and strategic and business plans, go to www.CalSTRS.com.

C. QUALIFICATIONS REQUIREMENTS

The proposed project person must meet all of the following minimum qualifications to CalSTRS’ satisfaction to be given further consideration. Failure to satisfy any of the minimum qualifications upon submittal of the Offer may result in the immediate rejection of the Offer.

Minimum Administrative Qualifications

As of the Offer Due Date:

1. The Respondent must hold a current Information Technology California Multiple Award Schedule (CMAS) agreement with the California Department of General Services and must comply with the instructions, terms and conditions stated in the Leveraged Procurement Agreement.

2. The Respondent must submit all data/information and attachments requested in the offer format described below under Section D, Subsection 2, Offer Requirements. Failure to submit Attachment I - Information and Offer Sheet and Attachment II - Proposed Project Person Skill Summary Sheet, by the Offer Due Date, will be grounds for immediate rejection of the submission.

Minimum Technical Qualifications

As of the Offer Due Date, the proposed project person must have the following listed experience, knowledge, skills and abilities, as evidenced by Attachment II, Proposed Project Person Skill Summary Sheet and resume:

1. At least ten (10) years of experience within the last twelve (12) years performing the following activities while working as a test analyst with large organizations, leading or participating in the technical implementation or modernization of legacy applications:

Coordinating with a team of business, functional and technical testers to set up test execution goals and objectives.

Sr. Test Analyst

Defect management being responsible for validation, follow-up, solution verification, and escalation actions for all defects encountered for the application.

Producing test execution and defect metrics as necessary for the project teams comprising of burndown charts and trends.

2. At least ten (10) years of experience within the last twelve (12) years reviewing, developing, and / or providing input to project deliverables and artifacts produced during the project such as the following:

Business Requirements and Business Rules Technical and Service Requirements Test Strategies Test Plans Test Cases Transition Plans Traceability Matrices

3. At least eight (8) years of experience within the last twelve (12) years using Test Application Lifecycle Management tools such as JAMA to document functional and non-functional requirements, design specifications, test cases, defects and providing full traceability for the project.

4. At least eight (8) years of experience within the last twelve (12) years having a good hands-on experience of working with large databases, using and writing SQL Queries for finding data for testing applications or Interfaces.

Desirable Technical Qualifications

It is desirable for the proposed project person to have the following listed experience, knowledge, skills and abilities as evidenced by Attachment II, Proposed Project Person Skill Summary Sheet and resume:

1. Experience as a Test Analyst working with a public pension system of similar size to CalSTRS.

2. Experience as a Test Analyst leading or participating in the technical implementation of pension/ retirement-related software development projects.

3. At least five (5) years of experience within the last twelve (12) years designing, developing, and performing testing using testing automation frameworks such as Selenium, Cucumber and ROBOT Framework.

4. The proposed project person will be able to adhere to the hybrid working model by working on-site 2-3 days per week at CalSTRS Headquarters, West Sacramento, CA. If no, provide a short explanation. (no points)

Sr. Test Analyst

D. OFFER REQUIREMENTS AND INFORMATION

1. Time Schedule

CalSTRS will use its best efforts to adhere to the time schedule. However, CalSTRS reserves the right to amend the time schedule, as it deems necessary or appropriate.

Event Date

Written Question Submittal Due Date September 16, 2026 by 2:00 p.m., PT

Offer Due Date September 23, 2026 by 2:00 p.m., PT

Estimated Start Work Date January 2027

2. Offer Requirements

To be eligible, an Offer must include all of the following listed attachments and information:

a. Attachment I, Information and Offer Sheet

b. Attachment II, Proposed Project Person Skill Summary Sheet

c. Attachment III, Proposed Project Person Business Reference Sheet

d. Proposed Project Person’s Resume

e. Current California Multiple Award Schedule (CMAS) Agreement

One (1) copy of the Respondent’s current, completed and signed Information Technology CMAS agreement and all supplements issued by the Department of General Services.

f. Current General Services Administration (GSA) Agreement

One (1) copy of the Respondent’s current GSA agreement and pricing pages applicable to the Respondent’s Information Technology CMAS contract, which includes the personnel classifications, hourly rates, and minimum qualifications.

3. Submission of Offer

a. All offers must be submitted to CalSTRS via email to ITProcurement@CalSTRS.com. If Respondents encounter any difficulties sending their offer, they must promptly notify CalSTRS Procurement.

b. If Respondents encounter any difficulties sending their offer, they must promptly notify CalSTRS Procurement.

Sr. Test Analyst

c. Offers must be received no later than the offer due date and time. Offers received after the specified date and time may be rejected.

d. CalSTRS will only accept ONE offer submission per Respondent. Only ONE file attachment is allowed and must be in the form of .PDF (reduced file size) or a compressed zip file. The file title must not exceed thirty (30) characters and must include the Respondent Firm name and ten-digit RFO number (i.e. Vendor A, 5000001234). The file attachment must include all required documents as listed in section D.2. Offer Requirements of this RFO.

e. It is the Respondent’s responsibility to respond with all data/information requested; provide data/information that is deemed adequate for CalSTRS to determine/verify the proposed project person’s ability to perform the tasks/activities defined in Attachment V, Statement of Work; and submit all data/information in the Offer format described in Section D, Subsection 2, Offer Requirements.

f. It is the Respondent’s responsibility to check for and review any addenda and consider such modifications when preparing its submissions.

g. By submittal of an Offer, the Respondent declares that any proposed project person is in compliance with all experience, qualification, and education requirements stipulated in the Respondent’s applicable Leveraged Procurement Agreement.

h. If a Respondent has assigned contract person to CalSTRS under an existing agreement, the Respondent should not offer the same contract person for this RFO if the current term of the existing agreement and the estimated start of these RFO services will overlap. These Offers, if received, may be rejected at CalSTRS discretion.

i. This RFO and all Offers in response to this RFO will be made a part of the resulting contract file. All documents submitted in response to this RFO will become the property of the State of California and may be subject to review by or release to the public under the California Public Records Act, Government Code section 7920.000 et seq.

j. CalSTRS encourages Respondents to submit their Offers early.

k. CalSTRS accepts no responsibility for any technical difficulties associated with the electronic submission and transmission of any Offer.

l. CalSTRS will not disseminate the competitive processes and attachments hereto in any other format (i.e. Microsoft Word).

m. Costs for developing Offers and in anticipation of award of an agreement are entirely the responsibilities of the Respondents and shall not be charged to CalSTRS.

Sr. Test Analyst

n. Respondents may modify their Offer, after its submission, by withdrawing their original Offer and resubmitting a new Offer prior to the Offer Due Date. Offer modifications submitted in any other manner, oral or written, or after the Offer Due Date will not be considered. Respondents may withdraw their own Offer by submitting a written withdrawal request to the CalSTRS Contact via email at ITProcurement@CalSTRS.com. Respondents may thereafter submit a new Offer prior to the Offer Due Date.

o. CalSTRS may modify the RFO prior to the Offer Due Date by issuing an addendum.

p. Respondents are cautioned to not rely on CalSTRS to discover and report to the Respondent any defects or errors in the submitted documents. Respondents, before submitting their documents, should carefully proofread for errors and ensure adherence to the RFO requirements.

q. CalSTRS reserves the right to cancel this RFO at any time and has the right to reject all Offers.

CalSTRS is not required to award an agreement.

4. Comparison Process

a. Upon receipt, Offers will be checked for the presence or absence of required content. Incomplete Offers may be rejected. No assumptions will be made by CalSTRS regarding the intentions of the Respondent in submitting the Offer.

b. Offers and any subsequent presentations should be submitted with the most favorable terms the Respondent can offer.

c. If CalSTRS is unable to execute an agreement with the most qualified and responsible Respondent, CalSTRS reserves the right to award the agreement to the next qualified and responsible Respondent.

d. Offers will be reviewed to determine best value using the following phases:

1 PREQUALIFICATION OF MINIMUM ADMINISTRATIVE

AND TECHNICAL QUALIFICATIONS

Pass/Fail

2 TECHNICAL QUALIFICATION REVIEW 70 points 3 COST COMPARISON 30 points

PHASE 2 + PHASE 3 SCORE 100 points

4 INTERVIEWS (OPTIONAL) 100 points REFERENCE CHECKS (OPTIONAL) Pass/Fail

5 COST NEGOTIATIONS Pass/Fail

1) In Phase 1, the Respondent’s offer will be reviewed for compliance with the minimum qualifications, content and format requirements of the RFO. Both the minimum administrative and technical qualifications must be met as specified in Section C, Qualifications Requirements.

Failure to satisfy any of part of prequalification may result in the immediate disqualification of the offer and/or applicable proposed project person.

Sr. Test Analyst

2) Proposed project personnel who meet the minimum qualifications will move to Phase 2, Technical Qualification Review. Each proposed project person’s expertise, experience, and education will be reviewed and scored based on the information provided in their Attachment II, Skill Summary Sheet (which also includes desirable qualifications), and resume.

3) In Phase 3, Cost Comparison, the hourly rate provided in the Respondent’s Attachment I, will be scored using the cost formula indicated below. The Respondent’s proposed project person with the lowest hourly rate will receive the full allotment of points. All other Respondents’ proposed project personnel will be scored as follows:

Lowest Hourly Rate x Maximum Number of Points (30) = Personnel’s Score Personnel’s Proposed Hourly Rate

4) In Phase 4, highest scoring proposed project person(s) after Phase 2, Technical Qualification Review and Phase 3, Cost Comparison may be invited for one or more rounds of interviews, at CalSTRS’ discretion. Reference checks may be conducted.

5) In Phase 5, if interviews are conducted, CalSTRS will negotiate rates with the Respondent whose proposed project person scored the highest points from Phase 4, subject to passing reference checks at the option of CalSTRS. If interviews are not conducted, CalSTRS will negotiate rates in Phase 5 with the Respondent(s) whose proposed project person(s) received the highest total points from Phase 2 and Phase 3, subject to passing reference checks at the option of CalSTRS.

5. Award

a. If CalSTRS enters into an agreement, it will be with the highest scoring responsible and responsive Respondent(s)/Proposed Personnel, as detailed above, subject to optional reference checks including passing the cost negotiation phase, and satisfying all the requirements for this RFO. Respondents should review the attached Sample Agreement for a sample of the agreement that will be awarded.

b. If CalSTRS is unable to execute an agreement with the highest scoring Respondent(s)/Proposed Personnel, CalSTRS reserves the right to award to the next highest scoring responsive Respondent(s)/Proposed Personnel in line.

c. Multiple project personnel may be selected from this RFO.

d. The Respondent, if awarded an agreement, must register in the CalSTRS integrated financial system, the SAP Business Network. This portal provides direct access to administering product and service delivery with CalSTRS. Click on the hyperlink to register:

https://s1.ariba.com/Sourcing/Main/ad/selfRegistration?realm=calstrs.

e. If at any time during or at the conclusion of this RFO process CalSTRS determines that, in its opinion, the results of this process are unsatisfactory, CalSTRS reserves the right to cancel this RFO, discontinue this process and decline to award an agreement.

f. In the event of a tie, (i.e. two Respondent’s proposed project persons with the same highest score), the award shall be determined by a coin toss.

Sr. Test Analyst

6. Payment Structure

The payment structure for activities performed under Attachment V, Statement of Work, is hourly.

Invoices shall be submitted in triplicate not more frequently than monthly in arrears.

Invoice(s) must include: 1) Purchase Order Number, 2) Contractor’s name, address and telephone number,

3) total amount of invoice, 4) copies of the Contractor’s weekly status reports that cover the invoice dates, and 5) a copy of the timesheet approved/signed by the CalSTRS Contract Manager that covers the invoice dates.

7. Services or Procurement Resulting from Agreement

No person, firm, or subsidiary thereof awarded an agreement resulting from this RFO may submit a bid for, nor be awarded a contract for, the provision of services, procurement of goods or supplies, or any other related action which is required, suggested, or otherwise deemed appropriate in the end product of an agreement resulting from this RFO. (Public Contract Code §10365.5).

8. Workers’ Compensation/Employer’s Liability Insurance

Contractor shall maintain statutory workers’ compensation and employer’s liability coverage for all its employees who will be engaged in the performance of the agreement, including special coverage extensions where applicable.

9. Security

Contractor shall perform a background investigation on all of Contractor’s employees, subcontractors and agents assigned to perform the services, or any part of the services, pursuant to the agreement (the “Contractor Personnel”), per the provisions of the attached Sample Purchasing Authority Purchase Order Agreement, Section G - Affirmative Covenants, Item 10 – Security, and must demonstrate compliance with Exhibit E, CalSTRS Contractor Background Investigation Policy. CalSTRS reserves the right to conduct a background investigation on the Contractor’s personnel, at its sole discretion.

Technology Services

Sr. Test Analyst

ATTACHMENT I

Information and Offer Sheet

Respondent Firm Name Firm Address

Street Address City, State, Zip Code

Information Technology CMAS & Small Business / DVBE Certification

CMAS Number CMAS Term Dates Certified Small Business Enterprise (Yes or No) If Yes, provide DGS certification number Certified Disabled Veteran Business Enterprise (Yes or No) If Yes, provide DGS certification number

Administrative Contact

Name and Title Office Telephone # (Include area code) Cell Telephone # (Include area code) Email Address

Authorized Signer

Name and Title Office Telephone # (Include area code) Cell Telephone # (Include area code) Email Address

Proposed Project Personnel and Rate

Proposed Project Person Name of Proposed Project Person CMAS Job Title (Must be a job title listed in the Available Products and/or Services of your CMAS) CMAS (GSA) Hourly Rate Discount Hourly Rate Offered

Technology Services

Sr. Test Analyst

ATTACHMENT II

Proposed Project Person Skill Summary Sheet

This sheet must be completed by each Proposed Project Person.

Proposed Project Person Name

The proposed project person’s expertise, experience, and education will be reviewed and scored based on the information including descriptions provided in this Attachment (which also includes desirable qualifications), and resume.

Follow the format prescribed below. The work experiences, skills and abilities listed in each description must be verifiable by proposed personnel references and resumes. A statement such as, Refer to Resume, is not acceptable. All fields must be completed.

MINIMUM TECHNICAL QUALIFICATIONS

1. At least ten (10) years of experience within the last twelve (12) years performing the following activities while working as a test analyst with large organizations, leading or participating in the technical implementation or modernization of legacy applications:

Coordinating with a team of business, functional and technical testers to set up test execution goals and objectives.

Defect management being responsible for validation, follow-up, solution verification, and escalation actions for all defects encountered for the application.

Producing test execution and defect metrics as necessary for the project teams comprising of burndown charts and trends.

YES/

NO

TOTAL

NO. OF

YEARS

Do you meet the above minimum qualification?

Provide a detailed description of specific work experience that meets the minimum qualification.

Description

Employer and Work Location(s) Date Range(s) No. of Years From (MM/YYYY) To (MM/YYYY)

Sr. Test Analyst

2. At least ten (10) years of experience within the last twelve (12) years reviewing, developing, and / or providing input to project deliverables and artifacts produced during the project such as the following:

Business Requirements and Business Rules Technical and Service Requirements Test Strategies Test Plans Test Cases Transition Plans Traceability Matrices

YES/

NO

TOTAL

NO. OF

YEARS

Do you meet the above minimum qualification?

Provide a detailed description of specific work experience that meets the minimum qualification.

Description

Sr. Test Analyst

3. At least eight (8) years of experience within the last twelve (12) years using Test Application Lifecycle Management tools such as JAMA to document functional and non-functional requirements, design specifications, test cases, defects and providing full traceability for the project.

YES/

NO

TOTAL

NO. OF

YEARS

Do you meet the above minimum qualification?

Provide a detailed description of specific work experience that meets the minimum qualification.

Description

Employer and Work Location(s) Date Range(s) No. of Years From (MM/YYYY) To (MM/YYYY)

4. At least eight (8) years of experience within the last twelve (12) years having a good hands-on experience of working with large databases, using and writing SQL Queries for finding data for testing applications or Interfaces.

YES/

NO

TOTAL

NO. OF

YEARS

Do you meet the above minimum qualification?

Provide a detailed description of specific work experience that meets the minimum qualification.

Description

Sr. Test Analyst

For each DESIRABLE QUALIFICATION, give a brief description of specific work experience that meets/exceeds the criteria and demonstrates the number of YEARS entered, as applicable.

Follow the format prescribed below. The work experiences, skills and abilities listed in each description must be verifiable by proposed personnel references and resumes. A statement such as, Refer to Resume, is not acceptable.

DESIRABLE QUALIFICATIONS

1. Experience as a Test Analyst working with a public pension system of similar size to CalSTRS.

NO. OF

YEARS

Description

2. Experience as a Test Analyst leading or participating in the technical implementation of pension/ retirement-related software development projects.

NO. OF

YEARS

Description

3. At least five (5) years of experience within the last twelve (12) years designing, developing, and performing testing using testing automation frameworks such as Selenium, Cucumber and ROBOT Framework.

NO. OF

YEARS

Description

4. The proposed project person will be able to adhere to the hybrid working model by working on-site 2-3 days per week at CalSTRS Headquarters, West Sacramento, CA. If no, provide a short explanation. (no points)

YES/

NO

Description

Technology Services

Sr. Test Analyst

ATTACHMENT III

Proposed Project Person Business Reference Sheet

One sheet must be completed for each Proposed Project Person.

Proposed Project Person Name

Business references should be able to verify the proposed project person’s experiences, within the last 10 years, and to verify the other information provided regarding such person.

REFERENCE 1

Name of Company/Agency Company Address City, State Contact Person (Name and Title) Contact Telephone # (Include area code) Contact Email Address Dates of Service (Include years and months)

REFERENCE 2

Name of Company/Agency Company Address City, State Contact Person (Name and Title) Contact Telephone # (Include area code) Contact Email Address Dates of Service (Include years and months)

REFERENCE 3

Name of Company/Agency Company Address City, State Contact Person (Name and Title) Contact Telephone # (Include area code) Contact Email Address Dates of Service (Include years and months)

Sr. Test Analyst

ATTACHMENT IV

Frequently Asked Questions

The following are frequently asked questions as it pertains to this RFO. Respondents are responsible for reviewing these questions and responses. If this RFO accepts clarifications/questions, see instructions located on page 2 for how to submit written questions and the deadline to ensure a response.

Q.1. Is this a new position?

A.1. No.

Q.2. If there is an incumbent, are they eligible to be considered for this position?

A.2. Yes; however the services sought from this RFO can be proposed by any eligible Respondent who meets the qualifications to CalSTRS satisfaction. CalSTRS promotes open, fair and equal competition among prospective Respondents in a manner conducive to sound State fiscal practices. CalSTRS reserves the right to reject any offer submission in the event CalSTRS determines that any conflict of interest exists.

Q.3. Will phone/webcam interviews be an option if interviews are conducted?

A.3. Yes, CalSTRS may consider interviews using online collaboration platforms. CalSTRS will determine the appropriate platform to use.

Q.4. What is the anticipated award and start dates for the contract?

A.4. See RFO Section D.1., Time Schedule.

Q.5. Is there a “remote working” option?

A.5. See RFO Section A., Introduction.

Q.6. Is the RFO available in a Word document format?

A.6. In order to maintain the format prescribed, CalSTRS will not disseminate the RFO in Microsoft Word or any other format. It is the Respondent’s responsibility to develop and format a response, which may include the use of Microsoft Word, Adobe or other software and functions (i.e. prepare, convert, etc.), to provide all the required information and documents listed in the RFO.

Q.7. Is a CMAS required to respond to this RFO?

A.7. Yes.

Q.8. How do we become a CMAS vendor?

Sr. Test Analyst

A.8. Business Entities interested in becoming a CMAS contractor may view the Department of General Services site for additional information.

Q.9. Which classification do I list on Attachment I if it does not match the CalSTRS position title?

A.9. Respondents may submit a classification that has similar skills/experience and that is an available service listed on their CMAS as long as all Minimum Qualifications of this RFO are met.

Q.10. What if a proposed project person I submitted is no longer available at time of contract award, can I submit a new proposed project person?

A.10. Award is based on each individual proposed project person’s score. If any highest scoring proposed project person is no longer available at time of contract award, then CalSTRS reserves the right to award the next highest scoring Respondent/proposed project person in line.

Q.11. What is the estimated budget for this RFO?

A.11. In an effort to obtain competitive pricing, CalSTRS will not disclose this information.

Q.12. How to become a business partner with CalSTRS?

A.12. Business Entities may become a business partner with CalSTRS by registering in CalSTRS integration on-line financial system, the SAP Business Network. For more information about the portal and additional registration requirements please visit the link https://s1.ariba.com/Sourcing/Main/ad/selfRegistration?realm=calstrs.

Q.13. How do I update my business information (i.e. address, tax ID, entity name) with CalSTRS?

A.13. Business Entities will need to complete a Business Partner Form. To request the form please email Partners@CalSTRS.com.

Q.14. Does CalSTRS Headquarters have onsite parking for independent Contractors?

A.14. Monthly parking privileges are available for CalSTRS employees only. Independent contractors are responsible for seeking alternative parking locations. One option may be the Ziggurat parking garage at 601 Third Street, West Sacramento, CA. Other parking options can be found at West Sacramento Parking Services.

Sr. Test Analyst

ATTACHMENT V

Statement of Work

The Contractor must be able to perform all work on-site at the CalSTRS headquarters facility in West Sacramento, CA. At CalSTRS’ discretion, a different approach (i.e., fully in-office, fully remote or different work hours) may be utilized based on CalSTRS business need and/or directive. Work must be performed during CalSTRS business hours Monday through Friday from 8:00 a.m. to 5:00 p.m. and shall not be permitted on California State Holidays identified on the California Department of Human Resources website. At the request of CalSTRS management the Vendor/Contractor may be required to work outside of CalSTRS business hours. Hours worked outside of CalSTRS business hours will be paid at the same rate as CalSTRS business hours. The number of hours worked should not exceed the number of hours allowed in the contract.

The number of hours worked per month should not exceed 172 hours. All work schedules must be pre-approved in writing by CalSTRS management and must adhere to all applicable CalSTRS policies and procedures. The Contractor is responsible for any travel costs (including travel time) that they may incur while providing the services identified in this Statement of Work.

Description of Services

The Contractor will be responsible for following the System Development Life Cycle (SDLC) methodology while working with a variety of CalSTRS business areas on the elicitation and documentation of business and systems requirements; development of testing processes, strategies, and plans; and maintenance documentation in the CalSTRS requirements and testing management systems.

The Senior Test Analyst is expected to perform the following tasks and produce the following deliverables:

1. Support Test Activities

The Senior Test Analyst shall perform the following:

Reviewing and analyzing system Design specifications as well as Technical Design Specifications.

Document defects (PIRs) and assist with Jama test case plan population.

Monitor defects, participate in daily triage meetings, report status to management, and communicate information related to releases to stakeholders in a timely manner.

System Integration Testing, User Acceptance Testing, and other testing as needed of the system based on Requirement Specifications including Interfaces and Batches.

Reporting and documenting technical issues.

Work with cross-functional teams to ensure quality throughout the software development lifecycle.

Ensuring all defects are entered correctly and controlled / managed as effectively as possible through their lifecycle.

To help assess the priority of defects/PIRs across multiple business streams.

To own and chair daily defect calls with Development Leads, Business Test Analysts, and to provide clear minutes and actions.

Maintaining absolute integrity of the defect database and ensuring a full audit trail for any changes made to defect status outside of the published defect process.

Perform regression test activities during periodic maintenance releases.

Conduct problem and impact assessment, gap analysis, process mapping, root-cause analysis, risk

Sr. Test Analyst analysis and requirements elicitation.

Resolve issues by using strong analytical and technical skills to address a variety of system related problems.

Examples of anticipated deliverables include, but are not limited to, all of the following:

Business requirements and business rules Functional requirements and/or functional specifications Non-functional requirements Stakeholder requirements Transition plans and/or implementation requirements Traceability matrices

2. Support Development of Testing Deliverables:

The Senior Test Analyst shall perform the following:

Develop and document testing strategies for the various phases of testing Assist with the development and documentation of test cases Assist with User Acceptance Testing Perform defect management Review vendor project deliverables

Examples of anticipated deliverables include, but are not limited to, all of the following:

Test Strategy Test Plans Test Cases Defect Reports

Contractor may provide other related services and deliverables as requested by CalSTRS.

Transfer of knowledge to appropriate CalSTRS employees is required, along with any requested materials and content for transfer of knowledge.

Completion Criteria

Deliverables/tasks will include all work assignments identified to be completed. Deliverables/tasks are considered complete after CalSTRS’ quality assurance process is completed and approval is granted by designated CalSTRS’ reviewers.

Performance and timeliness of all deliverables/tasks will be monitored by CalSTRS via the submission of Contractor’s weekly status reports and through status meetings. Status and actual hours will be reported by Contractor on a weekly basis for the deliverables/tasks assigned. Each deliverable/task will be tracked via the appropriate program/project schedule and budget in order to monitor progress toward the completion of the deliverables/tasks and milestones.

SAMPLE

SAMPLE AGREEMENT NUMBER CWXXXXXXX

BETWEEN CALIFORNIA STATE TEACHERS’ RETIREMENT SYSTEM

AND <INSERT CONTRACTOR NAME>

A. GENERAL RESPONSIBILITIES

Contractor

The California State Teachers’ Retirement System, also known as CalSTRS, and <Insert Contractor Name>, also known as Contractor, agree to the following terms and conditions, in addition to those identified in the State of California, Multiple Award Schedule (CMAS) No.

XXXX. See Exhibit A, Statement of Work (SOW).

B. AGREEMENT CONTACTS

1. Contractor

Contractor liaison for services shall be XXXX at telephone number (XXX) XXX-XXX and E-mail address XXXX.

2. CalSTRS

a) CalSTRS Business Contract Liaison for services shall be (Insert name) at E-mail address XXX@CalSTRS.com for questions related to the services.

b) CalSTRS Business Contract Manager for services shall be (Insert name) at telephone number (916) 414-XXXX, and E-mail address XXX@CalSTRS.com for questions related to the services.

C. TERM

The term of this Agreement shall be from <Month, Date, Year> through <Month, Date, Year> with the option to extend up to <insert #> additional months if the Contractor’s CMAS (identified above) is current prior to the term expiring.

D. FEES

The total amount of this Agreement shall not exceed $XXX.XX, unless amended in writing, approved by all required authorities, and additional funds are authorized. Fees shall be calculated as follows:

Hours Position Per Hour Amount X,XXX <Insert CalSTRS Working Title> $XXX.XX $XXX.XX

<Insert GSA Classification>

Technology Services Sr Test Analyst

E. BUDGET DETAIL AND PAYMENT PROVISIONS

1. Invoicing and Payment

a) For services satisfactorily rendered, and upon receipt and approval of the invoices, CalSTRS agrees to compensate the Contractor for actual expenditures incurred in accordance with the rates specified herein and made a part of this Agreement.

b) Invoices shall be submitted not more frequently in monthly arrears through the following:

1. The supplier submits their invoices through the SAP Business Network.

2. If contractor/supplier has not registered, to do business with CalSTRS, on the

SAP Business Network:

a. Supplier must contact Partners to create an SAP Business Network account to facilitate invoicing and payment.

b. Supplier will contact their Business Area Liaison for assistance in submitting an invoice.

c) Invoice(s) must include: 1) Purchase Order Number, 2) Contractor’s name, address and telephone number, 3) total amount of invoice, 4) copies of the Contractor’s weekly status reports that cover the invoice dates, and 5) a copy of the timesheet approved/signed by a State Manager that covers the invoice dates.

2. Budget Contingency Clause

a) It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered under this Agreement does not appropriate sufficient funds for the program, this Agreement shall be of no further force and effect. In this event, CalSTRS shall have no liability to pay any funds whatsoever to Contractor or to furnish any other considerations under this Agreement and Contractor shall not be obligated to perform any provisions of this Agreement.

b) If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, CalSTRS shall have the option to either cancel this Agreement with no liability occurring to CalSTRS or offer an agreement amendment to Contractor to reflect the reduced amount.

c) Pursuant to the Teachers’ Retirement Board (board) Governance Manual, any Agreement which exceeds $1,000,000 in cumulative value must be approved by the board. If the Agreement term spans multiple fiscal years and board approval of the cumulative fiscal year value is required, it is mutually agreed that if the board does not approve funding for current year and/or any subsequent years, this Agreement shall be of no further force and effect.

3. Prompt Payment Clause

Payment will be made in accordance with, and within the time specified in, Government Code Chapter 4.5, commencing with section 927.

Technology Services Sr Test Analyst

F. GENERAL TERMS AND CONDITIONS

1. Approval

This Agreement is of no force or effect until signed by both parties. Contractor may not commence performance until approval has been obtained.

2. Titles/Section Headings

Titles or headings are not part of this Agreement, they are for convenience of reference only and shall have no effect on the construction or legal effect of this Agreement.

3. Choice of Law

This Agreement and any controversy or claim arising out of or relating to this Agreement, or the breach thereof shall be administered, construed, governed and enforced according to the laws of the State of California (without regard to any conflict of laws provisions) to the extent such laws have not been preempted by applicable federal law. Any suit brought hereunder (including any action to compel arbitration or to enforce any award or judgment rendered thereby) shall be brought in the state or federal courts sitting in Sacramento, California, the parties hereby waiving any claim or defense that such forum is not convenient or proper. Each party agrees that any such court shall have in personam jurisdiction over it and consents to service of process in any manner authorized by California law.

4. Unenforceable Provision

In the event that any provision of this Agreement is unenforceable or held to be unenforceable, then the parties agree that all other provisions of this Agreement have full force and effect and shall not be affected thereby.

5. Amendment

No amendment or variation of the terms of this Agreement shall be valid unless made in writing and signed by the parties. No oral understanding or agreement not incorporated in the Agreement is binding on any of the parties.

6. Force Majeure

Neither party shall be liable to the other for delay in or failure of performance, nor shall any such delay in or failure of performance constitute default, if such delay or failure is caused by “Force Majeure.” Such causes may include, but are not restricted to, Acts of God or of the public enemy, acts of the State in its sovereign capacity, fires, floods, power failure, disabling strikes, epidemics, quarantine restrictions, and freight embargoes.

Contractor confirms that the goods/services to be provided to CalSTRS are not affected by the current COVID-19 Pandemic and that Contractor is able to perform under the Agreement.

Technology Services Sr Test Analyst

7. Signatures & Counterparts

This Agreement may be executed in one or more counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument.

The parties agree to the terms of this Agreement and have caused this Agreement and its exhibits to be signed by their duly authorized representatives. Any manually executed signature page to this Agreement and its exhibits delivered by a party by facsimile or electronic mail in .PDF form shall be deemed to be an original signature hereto. Additionally, CalSTRS may provide the option for the parties to electronically sign this Agreement and exhibits via DocuSign or by other electronic means prescribed by CalSTRS. Any counterpart delivered using any of foregoing methods shall be deemed to have been duly and validly delivered with the same force and effect as original signatures, which together shall constitute one and the same instrument.

8. Intellectual Property

Contractor expressly acknowledges and agrees that all discoveries, inventions, processes, designs, plans, works of authorship, and trade secrets, whether of a technical nature or not, made or developed by Contractor alone or in conjunction with any other person or entity while accomplishing the Agreement (Intellectual Property), shall be the sole and exclusive property of CalSTRS and CalSTRS may use or reuse the Intellectual Property, in whole or in part, in all media, whether now or later existing, throughout the universe in perpetuity, including but not limited to the exclusive right to reproduce, perform and exploit the Intellectual Property, and all information regarding the Intellectual Property, concurrent with the discovery or development of the Intellectual Property. If the Intellectual Property or the results and proceeds thereof constitute “works of authorship” within the scope of U.S. Copyright Law, the foregoing shall be deemed “works made for hire” and CalSTRS shall be considered the sole author and owner of all rights comprised in the copyright and/or patent thereof and shall have the exclusive right to seek patent and/or copyright protection in CalSTRS name. In the event that any Intellectual Property does not constitute “works made for hire,” Contractor hereby assigns all rights thereto exclusively to CalSTRS for any and all purposes of CalSTRS. At all times during its term and after the termination of the Agreement, Contractor shall assist CalSTRS in obtaining and maintaining, for CalSTRS benefit, protection of the Intellectual Property and Contractor shall execute and cause its subcontractors to execute such further instruments as CalSTRS may reasonably require as evidence of ownership of such rights. Contractor agrees that he/she will not use or disclose any Intellectual Property owned by CalSTRS without the express written permission of CalSTRS.

G. AFFIRMATIVE COVENANTS

1. Reports and/or Meetings

a) Contractor shall provide oral or written progress reports as requested by CalSTRS to determine if Contractor is performing to expectations or is on schedule, to provide communication of interim findings, and shall afford occasions for discussing and resolving problems encountered.

Technology Services Sr Test Analyst

b) Contractor shall meet with CalSTRS staff and/or the board upon request to discuss progress on the Agreement or to present findings, conclusions and recommendations.

2. Additional Documents

Contractor and CalSTRS agree to execute such additional documents, and perform such further acts, as may be reasonable and necessary to carry out the provisions of this Agreement.

3. Reportable Interests

Contractor shall not directly or indirectly receive any benefit from recommendations made to CalSTRS and shall disclose to CalSTRS any personal investment or economic interest of Contractor which may be enhanced by the recommendations made to CalSTRS.

Contractor acknowledges that CalSTRS is subject to provisions of the Fair Political Practices laws of California (Government Code section 81000, et seq., and all regulations adopted thereunder, including, but not limited to, Title 2, California Code of Regulations, section 18700) and Contractor shall comply promptly with any requirement thereunder. If required by law, Contractor shall require its Key Personnel named, and all later substitutions therefore, to file Statements of Economic Interest (Title 5, California Code of Regulations, section 22000 et seq.). All such reports shall be filed simultaneously with CalSTRS.

4. Key Personnel

Exhibit B, Contractor Name’s Key Personnel, names certain members of Contractor's staff (key individuals) who will perform the conduct described in the scope of services and exercise a significant decision making role in the delivery of services under this Agreement. These personnel shall be hereafter referred to (both individually and collectively) as " Key Personnel."

a) Contractor shall not substitute, replace or reassign Key Personnel without CalSTRS prior approval. However, with CalSTRS prior approval, the parties may agree in writing to a change in these Key Personnel. The writing shall become a part of this Agreement.

b) This Agreement may be terminated immediately, in CalSTRS sole discretion and upon written notice from CalSTRS to Contractor, because of any change in or departure of Contractor's Key Personnel.

5. Changes in Control, Organization or Key Personnel

Contractor shall promptly, and in any case within five (5) calendar days, notify CalSTRS in writing: 1) if any of Contractor's representations and warranties, as set forth in this Agreement, cease to be true at any time during the term of this Agreement; 2) of any change in Contractor's staff who exercise a significant administrative, policy, or consulting role under this Agreement, including without limitation the Key Personnel; 3) of any change in the majority ownership, control, or business structure of Contractor; or

Technology Services Sr Test Analyst

4) of any other material change in Contractor's business, partnership or corporate organization. All written notices from Contractor under this provision shall contain sufficient information to permit CalSTRS to evaluate the changes within Contractor's personnel or organization under the same criteria as was used by CalSTRS in its…