RFB-IS-27200098-2.pdf

This Request for Bids (RFB-IS-27200098-2) is issued by the State of California for a Client Management Suite Software solution to support multiple concurrent users across state agencies. The procurement encompasses a comprehensive client management system with integration into existing state infrastructure, robust reporting and data management capabilities, software licensing, implementation support, training, and ongoing technical support. Bids are due August 26, 2026. The contract includes an implementation phase, ongoing support and maintenance periods, and potential renewal options. Vendors must demonstrate experience implementing comparable client management systems for government agencies and provide references from similar implementations.

The State of California is requesting detailed pricing responses that itemize costs for software licensing, implementation, training, and ongoing support services. The procurement carries a California-based vendor preference and may include small business or disadvantaged business enterprise set-asides under state policy. Vendors must submit a completed Certified Business Enterprise (CBE) form as a prerequisite for bid consideration and provide a Certificate of Insurance prior to contract execution demonstrating adequate liability coverage and workers' compensation insurance. The system must meet detailed technical requirements including system architecture, security and compliance standards, data backup and disaster recovery protocols, and user interface functionality. Evaluation criteria include vendor qualifications, system functionality, implementation approach, and cost competitiveness. Funding is allocated from the State of California's IT budget.