RFO_5888621197_Full_Stack_Developers.pdf

CALIFORNIA STATE TEACHERS’ RETIREMENT SYSTEM

Technology Services California Multiple Award Schedule (CMAS) Agreement

Full Stack Developers

REQUEST FOR OFFER 5888621197

OFFER DUE DATE

October 21, 2026, by 2:00 p.m. PT

Penny Palmertree IT Contracts & Procurement Manager

California State Teachers’ Retirement Systems ITProcurement@CalSTRS.com

REQUEST FOR OFFER

You are invited to review and respond to the California State Teachers’ Retirement System (CalSTRS), Request for Offer (RFO), entitled Full Stack Developers. 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 at ITProcurement@CalSTRS.com and must be received by CalSTRS no later than October 21, 2026, by 2:00 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 the contact person listed above.

Refer to Attachment IV, Frequently Asked Questions, prior to submitting any written questions. Any additional questions must be received by October 12, 2026, by 2:00 P.M., PT. Questions received by this date will be answered in writing, without identifying the source of query. CalSTRS reserves the right to rephrase or not answer any questions submitted.

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.

Request for Offer 588821197 Full Stack Developers mailto:ITProcurement@CalSTRS.com

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

Request for Offer 5888621197 Full Stack Developers

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 up to five (5) Full Stack Developers possessing knowledge and experience with development and documentation of web applications for a pension, financial or similar system. The Full Stack Developer(s) will perform various software development and test activities related to the new Benefit Connect pension administration system. The Full Stack Developer(s) will be responsible for supporting the Benefit Connect testing team with test planning, test scheduling, development of processes and staffing requirements for defect triage as well as assist with test case development and other test activities.

CalSTRS will only accept one (1) offer per Vendor (Respondent) for this RFO. Each offer shall include one (1) and no more than three (3) proposed project person(s). CalSTRS anticipates to select up to five (5) project personnel. CalSTRS may select project personnel from up to five (5) proposing firms.

The total services period may be up to twenty-four (24) months, with an option to extend up to thirty-six

(36) additional months, at an estimated average of 172 work hours per month at the rate negotiated at contract execution. 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 and shall not be permitted on California State Holidays identified on the California Department of Human Resources website, unless pre-approved in writing by CalSTRS management. 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 Project Director or designee and may be assigned one or more teams/programs/projects during the services period.

B. BACKGROUND

CalSTRS has transitioned from multiple outdated legacy systems, including its previous pension administration system, START, to a modern, web-based solution called Benefit Connect. Benefit Connect is

Request for Offer 5888621197 a Modified off the Shelf (MOTS) pension administration system built on the Sagitec Neospin framework. It is designed to manage and administer the State Teachers’ Retirement Plan for employers, members, participants, and their beneficiaries. Its functions include, but are not limited to contribution reporting and collections, maintaining member demographic information, crediting service, processing service credit purchases, handling benefit applications, performing benefit calculations, managing benefit payroll, administering third-party deductions and disbursements, conducting tax reporting, overseeing receivables and collections, and generating correspondence and statements. The system also tracks events and provides extracted data to a data mart used for actuarial purposes. Overall, Benefit Connect is a fully integrated, browser-based software system supported by the .Net framework.

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 eight (8) years of experience within the last ten (10) years working as a Software Developer leading and participating in the technical implementation of software/systems/applications automating complex business processes, which must include:

• Designing and Developing web-based applications using Microsoft.Net and associated technologies such as ASP.Net.

• Designing and Developing web-based applications using MVC architecture.

• Developing Web Applications using C# using Object-Oriented Concepts.

• Developing User Interface for web applications using jQuery, JavaScript, HTML and XML.

• Developing Testing Utilities for web applications to aid in Unit and System Integration Testing.

Request for Offer 5888621197

2. At least eight (8) years of experience within the last ten (10) years working as a Software Developer leading and participating in the technical implementation of software/systems/applications automating complex business processes, which must include:

• Designing and Developing web-based applications using Microsoft SQL Server and associate technologies.

• Understanding and interpreting the data model of an existing application. Writing SQL Queries performing complex tasks on the database including database stored procedures containing complex joins as well as grouping and sorting logic.

3. At least five (5) years of experience within the last ten (10) years implementing automated testing on projects with large organizations, leading or participating in the technical implementation of software/systems/applications performing all of the following:

• Implement new automated tests based on existing manual test cases and business requirements.

• Propose and create shared libraries of test steps that can be integrated into cross-application test suites.

• Assist in the development of new tools to speed the adoption of automated testing organization wide and maximize re-use and commonality across teams.

• Partner with other teams to evangelize and support automated regression testing practices.

• Using Java, Python, Shell Scripting, or another language as part of test automation.

• Shorten application regression testing windows via automation.

• Write automation tests to improve the test coverage.

4. At least five (5) years of experience preparing (i.e. setting and resetting) software testing harness including test tools, test environments, as well as formulating test data sets and test cases for various types of testing (e.g. system test, functional test, performance test, regression test).

5. At least five (5) years of experience producing the following documents: testing requirements, testing platform architecture, test plan and strategy, test specifications, test configuration for various tests such as integration testing, system testing, regression testing, stress and loading testing.

6. At least three (3) years of experience performing data manipulation, reporting and validation activities

(writing SQL queries).

7. At least five (5) years of experience using industry leading defect tracking tools (e.g. JIRA, Bugzilla, HP

ALM, JAMA).

8. At least five (5) years of experience analyzing business, functional, and technical requirements and translating them into test requirements and test cases.

9. At least five (5) years of experience demonstrating experience analyzing test results, generating test scripts, identifying defects and/or anomalies, and fine-tuning test data or test cases.

10. Three (3) or more years of experience working with requirement elicitation methodologies, documenting business use cases, business rules, functional and nonfunctional requirements.

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. Excellent oral communication and technical writing skills.

2. SQL Service database experience with queries using T-SQL (Transact-SQL), stored procedures, triggers, user defined functions, and views.

3. Two (2) or more years of experience performing parallel testing and automated testing.

4. Proven ability to work both in a team environment and independently.

5. Experience involving working knowledge of database administration tasks pertaining to the deployment and configuration of multi-tier web applications with Microsoft SQL Server as the backend.

6. Four-year college degree (Bachelor) or higher in Computer Science, Computer Engineering, or related

Engineering fields from a government accredited/sanctioned college or university as evidenced by a copy of the diploma. CalSTRS reserves the right to ask for a copy of the degree.

7. The proposed project individual must follow a hybrid working model by working on-site 2-3 days a week, or as required by CalSTRS at CalSTRS Headquarters in West Sacramento, CA.

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 October 12, 2026, by 2:00 P.M., PT

Offer Due Date October 21, 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 at ITProcurement@CalSTRS.com. If Respondents encounter any difficulties sending their offer, they must promptly notify CalSTRS at ITProcurement@CalSTRS.com.

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

c. 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) not to exceed 10MB. 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.

d. 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.

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

f. 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.

g. 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.

Request for Offer 5888621197 Full Stack Developers

h. 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.

i. CalSTRS encourages Respondents to submit their Offers early.

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

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

l. 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.

m. 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.

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

o. 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.

p. 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:

Request for Offer 5888621197

100 points

Full Stack Developers

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

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

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 an initial phone screening and 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.

6. Payment Structure

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

See Sample Agreement, Budget Details section, for more information.

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 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.

Request for Offer 5888621197

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

Each offer shall include one (1) and no more than three (3) proposed project person(s). Proposed project personnel must be available at time of award.

Proposed Project Person #1 (mandatory) 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

Request for Offer 5888621197

Proposed Project Person #2 (optional)

CMAS Job Title

Proposed Project Person #3 (optional)

CMAS Job Title

Request for Offer 5888621197

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 eight (8) years of experience within the last ten (10) years working as a

Software Developer leading and participating in the technical implementation of software/systems/applications automating complex business processes, which must include:

• Designing and Developing web-based applications using Microsoft.Net and associated technologies such as ASP.Net.

• Designing and Developing web-based applications using MVC architecture.

• Developing Web Applications using C# using Object-Oriented Concepts.

• Developing User Interface for web applications using jQuery, JavaScript, HTML and XML.

• Developing Testing Utilities for web applications to aid in Unit and System

Integration Testing.

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)

2. At least eight (8) years of experience within the last ten (10) years working as a Software Developer leading and participating in the technical implementation of software/systems/applications automating complex business processes, which must include:

• Designing and Developing web-based applications using Microsoft SQL Server and associate technologies.

• Understanding and interpreting the data model of an existing application. Writing

SQL Queries performing complex tasks on the database including database stored procedures containing complex joins as well as grouping and sorting logic.

YES/

NO

TOTAL

NO. OF

YEARS

3. At least five (5) years of experience within the last ten (10) years implementing automated testing on projects with large organizations, leading or participating in the technical implementation of software/systems/applications performing all of the following:

• Implement new automated tests based on existing manual test cases and business requirements.

• Propose and create shared libraries of test steps that can be integrated into cross-application test suites.

• Assist in the development of new tools to speed the adoption of automated testing organization wide and maximize re-use and commonality across teams.

• Partner with other teams to evangelize and support automated regression testing practices.

• Using Java, Python, Shell Scripting, or another language as part of test automation.

• Shorten application regression testing windows via automation.

• Write automation tests to improve the test coverage.

YES/

NO

TOTAL

NO. OF

YEARS

Request for Offer 5888621197

4. At least five (5) years of experience preparing (i.e. setting and resetting) software testing harness including test tools, test environments, as well as formulating test data sets and test cases for various types of testing (e.g. system test, functional test, performance test, regression test).

YES/

NO

TOTAL

NO. OF

YEARS

5. At least five (5) years of experience producing the following documents: testing requirements, testing platform architecture, test plan and strategy, test specifications, test configuration for various tests such as integration testing, system testing, regression testing, stress and loading testing.

YES/

NO

TOTAL

NO. OF

YEARS

6. At least three (3) years of experience performing data manipulation, reporting and validation activities (writing SQL queries).

YES/

NO

TOTAL

NO. OF

YEARS

7. At least five (5) years of experience using industry leading defect tracking tools (e.g.

JIRA, Bugzilla, HP ALM, JAMA).

YES/

NO

TOTAL

NO. OF

YEARS

8. At least five (5) years of experience analyzing business, functional, and technical requirements and translating them into test requirements and test cases.

YES/

NO

TOTAL

NO. OF

YEARS

9. At least five (5) years of experience demonstrating experience analyzing test results, generating test scripts, identifying defects and/or anomalies, and fine-tuning test data or test cases.

YES/

NO

TOTAL

NO. OF

YEARS

10. Three (3) or more years of experience working with requirement elicitation methodologies, documenting business use cases, business rules, functional and nonfunctional requirements.

YES/

NO

TOTAL

NO. OF

YEARS

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. Excellent oral communication and technical writing skills.

NO. OF

YEARS

Description

2. SQL Service database experience with queries using T-SQL (Transact-SQL), stored procedures, triggers, user defined functions, and views.

NO. OF

3. Two (2) or more years of experience performing parallel testing and automated testing.

4. Proven ability to work both in a team environment and independently.

5. Experience involving working knowledge of database administration tasks pertaining to the deployment and configuration of multi-tier web applications with Microsoft SQL Server as the backend.

NO. OF

YEARS

Description

6. Four-year college degree (Bachelor) or higher in Computer Science, Computer Engineering, or related Engineering fields from a government accredited/sanctioned college or university as evidenced by a copy of the diploma. CalSTRS reserves the right to ask for a copy of the degree.

NO. OF

YEARS

Description

7. The proposed project individual must follow a hybrid working model by working on-site 2- 3 days a week, or as required by CalSTRS at CalSTRS Headquarters in West Sacramento, CA.

YES/

NO

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

Contact Person (Name and Title) Contact Telephone # (Include area code) Contact Email Address Dates of Service (Include years and months)

REFERENCE 3

Contact Person (Name and Title) Contact Telephone # (Include area code) Contact Email Address Dates of Service (Include years and months)

Request for Offer 5888621197

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 at time of interview.

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?

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.

Request for Offer 5888621197

ATTACHMENT V

Statement of Work

A. Description of Services

The Full Stack Developer (Contractor) is responsible for following the System Development Life Cycle (SDLC) methodology while working with a variety of CalSTRS business areas on the analysis, design and development of software applications and their requisite design and development plans, testing processes, strategies and plans; and maintenance documentation in the CalSTRS requirements and testing management systems.

The Contractor is expected to perform the following activities related to one or more web applications in the CalSTRS enterprise stack:

1. Design and develop the technical framework for a new or existing application being enhanced.

2. Manage, design, develop, implement, and maintain customized and browser-based business applications.

3. Perform software development schedule reviews and create work breakdown structure for tasks and activities needed for the planned efforts.

4. Analyze, design, and support development efforts, negotiate and schedule with other development and quality assurance teams, conduct scope verification and change control, and facilitate analysis and design meetings.

5. Analyze the systems and software requirements, and design, develop and customize applications in a highly secured environment using latest technologies available in the Microsoft.Net technical stack and knowledge of system analysis and system integration.

6. Participate in software development life cycle, including gathering and analyzing requirements and tasks, defining and documenting the software specifications to detail the functionality, translating requirements from concept through coding, designing the object model of each of the major business objects, including hierarchy, dimension, business perspective using structured analysis, data modeling, and information engineering, and identifying and resolving complex problems and processes related to enhancing and troubleshooting assigned application components across various platforms.

7. Create or contribute to existing software design and development artifacts such as Application Design Document detailing the high level and low-level design of the application.

All work will be performed primarily on-site at the CalSTRS headquarters facility in West Sacramento, CA, unless pre-approved in writing by CalSTRS management. If it is CalSTRS’ directive to work remotely during the contract term, then CalSTRS will accommodate the Contractor to work remotely. Remote work requires prior approval from CalSTRS Information Security Office (ISO) and must adhere to CalSTRS policies and procedures.

The Contractor reports directly to CalSTRS Benefit Connect Technical Project Director or designee, and may be assigned to one or more teams, programs or projects during the total services period.

Request for Offer 5888621197

B. Tasks/Deliverables

The Contractor shall perform all of the following tasks and deliverables including, but not limited to:

1. Support Software Design and Development Activities

a. Ensure application design meets the business, operational, and technology requirements.

b. Analyze use cases, design specifications and engage stakeholders to elicit detailed information about the application being developed to gain in-depth knowledge of the application.

c. Contribute to the creation of a software design and development strategy.

d. Create technical documentation and review with stakeholders.

e. Build tests to verify application functionality and to identify defects.

f. Write software code to create/modify components of an application.

g. Manage version control of software code for the applications.

h. Document defects and assist with defect tracking tools used by CalSTRS staff.

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

j. Perform regression test activities during periodic maintenance releases.

k. Conduct problem and impact assessment, gap analysis, process mapping, root-cause analysis, risk analysis and requirements elicitation.

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

m. Identify and clarify requirements using basic conceptual and logical process and data modeling tools and techniques.

n. Discuss proposed solutions with customers in a proactive/consultative fashion.

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

a. Software Design documentation

b. Software Code documentation

Such other tasks and related services are to provide the deliverables hereunder, as requested by CalSTRS.

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.

Request for Offer 5888621197

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Needs manual check: 2

Passed manually: 0

Failed manually: 0

Skipped: 2

Passed: 28

Failed: 0

Detailed Report

Document

Rule Name Status Description

Accessibility permission flag Passed Accessibility permission flag must be set

Image-only PDF Passed Document is not image-only PDF

Tagged PDF Passed Document is tagged PDF

Logical Reading Order Needs manual check Document structure provides a logical reading order

Primary language Passed Text language is specified

Title Passed Document title is showing in title bar

Bookmarks Passed Bookmarks are present in large documents

Color contrast Needs manual check Document has appropriate color contrast

Page Content

Rule Name Status Description

Tagged content Passed All page content is tagged

Tagged annotations Passed All annotations are tagged

Tab order Passed Tab order is consistent with structure order

Character encoding Passed Reliable character encoding is provided

Tagged multimedia Passed All multimedia objects are tagged

Screen flicker Passed Page will not cause screen flicker

Scripts Passed No inaccessible scripts

Timed responses Passed Page does not require timed responses

Navigation links Passed Navigation links are not repetitive

Forms

Rule Name Status Description

Tagged form fields Passed All form fields are tagged

Field descriptions Passed All form fields have description

Alternate Text

Rule Name Status Description

Figures alternate text Passed Figures require alternate text

Nested alternate text Passed Alternate text that will never be read

Associated with content Passed Alternate text must be associated with some content

Hides annotation Passed Alternate text should not hide annotation

Other elements alternate text Passed Other elements that require alternate text

Tables

Rule Name Status Description

Rows Passed TR must be a child of Table, THead, TBody, or TFoot

TH and TD Passed TH and TD must be children of TR

Headers Passed Tables should have headers

Regularity Skipped Tables must contain the same number of columns in each row and rows in each column

Summary Skipped Tables must have a summary

Lists

Rule Name Status Description

List items Passed LI must be a child of L

Lbl and LBody Passed Lbl and LBody must be children of LI

Headings

Rule Name Status Description

Appropriate nesting Passed Appropriate nesting

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