RFO_(CMAS)_(IT)_Data_Migration_Amendment_1.docx

March 18, 2026

REQUEST FOR OFFER

RFO #: BCH-C25-008 Amendment 1 (See page 6) California Multiple Award Schedule (CMAS):

For: Data Migration

You are invited to review and respond to this Request for Offer (RFO). To submit an offer for these services, you must comply with the instructions contained in this document as well as the requirements stated in the Business, Consumer Services and Housing Agency (BCSH)’s Scope of Work (SOW), Attachment A and Cost Worksheet, Attachment B. By submitting an offer, your firm agrees to the terms and conditions stated in this RFO and your California Multiple Award Schedule (CMAS) contract.

Read the attached document carefully. The RFO due date is April 2, 2026 by 5 PM (PT). Late responses will not be accepted or reviewed. Please submit via email to the Agency Contact listed at the bottom of this page.

If you are NOT interested in submitting an Offer: Please complete the information in this table, including the reason(s) for not submitting an offer, and send an electronic copy of this page to the email listed as Agency Contact.

Offeror Information Contractor Name:

CMAS contract number: BCH-C25-008

Phone Number:

Email:

Signature:

☐ Other Reason(s):

Agency Contact:

Business, Consumer Services and Housing Agency Attn: Jana Crump, Contract Specialist 500 Capitol Mall, Suite 1850 Sacramento, CA 95814 Phone: (916) 653-4090 Email address: Info@bcsh.ca.gov

TABLE OF CONTENTS

GENERAL INFORMATION

ATTACHMENTS

ATTACHMENT A – SCOPE OF WORK

ATTACHMENT B – COST WORKSHEET

ATTACHMENT C – REQUIRED ATTACHMENT CHECKLIST

ATTACHMENT D – OFFEROR PROJECT/CLIENT REFERENCE FORMS

ATTACHMENT E – OFFEROR PROPOSED STAFF RESUMES

ATTACHMENT F – OFFEROR CONFIDENTIALITY STATEMENT

ATTACHMENT G – FOLLOW-ON CONSULTANT DISCLOSURE (if applicable)

ATTACHMENT H – BIDDER DECLARATION

ATTACHMENT I – PAYEE DATA RECORD & SUPPLEMENT

ATTACHMENT J – CONTRACTOR CERTIFICATION CLAUSES

ATTACHMENT K – DARFUR CONTRACTING ACT CERTIFICATION FORM (not applicable) ATTACHMENT L – CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION FORM (If over $100,000.00)

ATTACHMENT M – COMMERCIALLY USEFUL FUNCTION (CUF) CERTIFICATION FORM

GENERAL INFORMATION

BACKGROUND AND PURPOSE

Background:

The Business, Consumer Services and Housing Agency (BCSH) is a California cabinet‑level agency responsible for protecting consumers, licensing and regulating businesses and professionals, and overseeing statewide housing and civil rights programs. Established in 2013, the Agency provides leadership and coordination across departments that administer occupational licensing, consumer protection, housing finance, homelessness initiatives, and related public‑facing services. As the State continues to expand and reorganize its consumer, business, and housing functions, the Agency requires coordinated branding, communications, and implementation support to ensure clear public identity and effective engagement across its newly established entities.

Purpose:

The Business, Consumer Services and Housing Agency is seeking a contractor that can plan, design and execute on O365 Migration including migrating 80 users from the current Department of Consumer Affairs (DCA) O365 Tenant to the existing Department of Housing and Community Development (HCD) O365 Tenant. The contractor shall propose all required software needed to achieve all requirements specified in Attachment A, SOW, at the rates specified per Attachment B, Cost Worksheet.

a) The specific requirements for this RFO are included in the SOW – Attachment A. The SOW and Offer will be made a part of the final Procurement Purchase Order.

b) If an Offeror discovers any ambiguity, conflict, discrepancy, omission, or any other errors in this RFO, the Offeror should immediately provide written notice to the State of such error and request clarification or modification of the affected document. Offerors requiring clarification of the intent and content of this RFO may request clarification by submitting questions electronically to the Procurement Official listed on the cover page of this RFO.

c) The State may modify any part of the RFO, prior to the date responses are due, by issuance of a revision to this solicitation.

d) The State may request clarifications from Offerors at any phase of the assessment and selection process for the purpose of clarifying ambiguities in the information presented in the response. The State will provide written notice to the Offeror(s) of the documentation required and the timeline for submission. Failure to submit the required documentation by the due date and time indicated in Section 4 – Key Dates below maybe deemed non-responsive.

e) All costs for developing responses are entirely the responsibility of the Offeror and shall not be chargeable to the State.

f) All Offerors shall ensure that they are in compliance with the CMAS Terms and Conditions prior to submitting an offer.

PROCUREMENT TERMS AND AMENDMENT

PROCUREMENT TERMS

a) The estimated term of the procurement shall be April 10, 2026, or upon approval whichever is latest to June 30, 2026. The Agreement will be of no force or effect until it is signed by BCSHA. If performance commences before all approvals are obtained, said services will be considered voluntary and not reimbursable. The BCSH reserves the option to terminate this agreement upon the completion of the requested services by BCSH or if the Contract’s work is deemed unacceptable.

AMENDMENT OF PROCUREMENT

The BCSH reserves the right to amend the Purchase Order when the BCSH determines that additional funding is needed, up to 30% of the total allocated amount or for a period up to one (1) additional year. Consideration to amend is based upon funding available.

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

SUBCONTRACTING

Subcontractors may be utilized for this project, but the offeror must list the firm’s names, contact persons, and addresses of all entities being used. Please note Subcontractors are subject to all the terms, conditions, and requirements of this subsequent contract. All subcontractors must provide three (3) references and complete Attachments D through H. Also, all subcontractors must be identified on the Cost Worksheet – Attachment B and Bidder Declaration – Attachment H.

KEY DATES

It must be understood that time is always of the essence, both for the RFO submittal, and contract completion. If the BCSH decides to extend the due date for RFO Responses, an Addendum to the RFO will be issued and distributed. Unless notified, Offeror’s must adhere to the dates and times shown below.

RFO QUESTIONS

In the opinion of BCSH, this RFO is complete and without need of explanation. However, notify BCSH if clarification is required regarding the services sought or if you have questions about the CMAS instructions. Questions must be emailed to the agency contact on the cover page by March 24, 2026, 5:00 pm PT. Be sure to sequentially number all questions. The questions and answers will be distributed to all solicited Offerors via email. BCSH reserves the right to accept or reject individual questions.

The State may request clarifications from Offerors at any phase of the assessment and selection process for the purpose of clarifying ambiguities in the information presented in the response. The State will provide written notice to the Offeror(s) of the documentation required and the timeline for submission. Failure to submit the required documentation by April 2, 2026, 5:00 pm PT may be deemed non-responsive.

RFO RESPONSE REQUIREMENTS

It is the Contractor’s responsibility to provide all required data and any additional information necessary for the State’s assessment team to evaluate and verify the Contractor’s ability to perform the tasks and activities defined in the State’s Statement of Work (SOW). Each Contractor’s offer shall constitute a complete response to all requirements of this RFO. The Contractor must include the following information in its RFO response:

A. General Requirements

1. Copy of Contractor's California Multiple Award Schedule (CMAS) contract and any supplements. The CMAS agreement number applicable to this project must begin with the number 3, (i.e., 3-XX-XX-XXXX).

2. General Services Administration (GSA) Contract pricing pages or CMAS Attachment C.

3. Payee Data Record form STD. 204, found on the Office of State Publishing web site at: https://www.documents.dgs.ca.gov/dgs/FMC/PDF/Std204.pdf

4. Small Business Participation - Contractor and/or subcontractor must provide certification if certified by the State of California as a small business (SB), micro business (MB), or disabled veteran business enterprise (DVBE) as found on the Department of General Services, Procurement Division, Office of Small Business and DVBE Certification (OSDS) web site at:

5. https://www.dgs.ca.gov /PD/About /Page-Content /PD-Branch-Intro-Accordion-List /OSDS/OSDS

B. RESPONSE TO ATTACHMENT A – STATE’S SCOPE OF WORK

The Offeror’s response will be used to assess responsiveness to requirements. The Offeror’s response may include any additional information the Offeror deems necessary to explain how the Offeror intends to meet the State’s requirements. The State’s RFO supersedes Offeror’s response. The response must contain the following:

1) Overview of the required activities and outcomes. It shall include the Offeror’s understanding of the services to be performed (task and deliverables), as well as the required work and work products identified in the SOW. The Offeror shall include three examples of prior work product that is aligned with this scope of work.

C. OFFEROR COST WORKSHEET – ATTACHMENT B

Complete the Cost Worksheet, listing the CMAS classifications, hourly rate per service, and fixed cost per deliverables. These costs must correspond with each classification to the Offeror’s SOW. Any offers that exceed a vendor’s GSA price schedule rates will be deemed non-responsive.

D. OFFEROR PROJECT/CLIENT REFERENCE FORMS – ATTACHMENT D

The Offeror shall provide a minimum of two (2) and a maximum of three (3) references using the format specified in Attachment D – Offeror Project/ Client References form. For details on the Offeror References Form, please refer to Attachment 1– Proposal Requirement Checklist. References must be clients for whom the Offeror has performed relevant work of similar size and scope within the last three (3) years.

E. OFFEROR PROPOSED STAFF RESUMES – ATTACHMENT E

The Offeror must submit resumes for each proposed staff person. Resumes should contain relevant training and experience required to meet the State’s requirements.

F. MISCELLANEOUS DOCUMENTS/FORMS

Provide the following with the offer:

1. Required Attachment Checklist (Attachment C) – Complete, sign and return Offeror Confidentiality Statement (Attachment F) – Complete, sign and return Bidder Declaration - GSPD-05-105 (Attachment H) – Complete, sign and return Payee Data Record & Supplement – STD 204 and, if necessary, STD 205 (Attachment I) – Complete, sign and return Contractor Certification Clauses (Attachment J) – Complete, sign and return Darfur Contracting Act Certification Form (Attachment K) – Complete, sign and return California Civil Rights Laws Certification (Attachment L) – Complete, sign and return Commercially Useful Function (CUF) Certification (Attachment M - not applicable) CMAS Contract and United States General Services Administration (GSA) Applicable Labor Rate pages - Provide current copy with offer.

Proof of self-insured or Certificate of Insurance, Commercial General Liability and Worker’s Compensation (required when performing service on BCSH facilities or required when traveling as identified in the SOW)

· Commercial General Liability – If applicable

· Worker’s Compensation – If applicable Copy of Department of General Services (DGS) Office of Small Business and Disabled Veteran Business Enterprise Service (OSDS) certification status (if applicable).

Copy of DGS Disabled Veteran Business Enterprise (DVBE) certification status (if applicable).

Additional Attachments:

The following attachments are included in this RFO and will become part of the procurement, however; they are not required to be returned with the Offer.

i. Invoice Format (Attachment A-1)

ii. INFORMATION PRIVACY AND SECURITY REQUIREMENTS Non-HIPPA/HITECH

CONTRACT AWARD

1. REVIEW OF OFFERS FOR AWARD

All responses will be reviewed for responsiveness to all RFO requirements. If a response is missing required information, response may be deemed “non-responsive.” All offers will be assessed in accordance with the criteria outlined below.

1. PRESENTATIONS/INTERVIEWS

The ordering agency may request a presentation/interview from the top Contractors based on the submitted RFO offer.

NOTE: The Contractor's key project staff identified in the submitted RFO offer must attend such meetings.

AWARD

Award of a contract resulting from this RFO will be based on a best value. Responses to this RFO will first be reviewed for responsiveness to all requirements of SOW – Attachment A and Cost Worksheet – Attachment B, and any other Attachments. If a response is missing information required in any Attachment, it may be deemed not responsive.

STATE OF CALIFORNIA

Business, Consumer Services and Housing Agency Business, Consumer Services and Housing Agency CMAS RFO BCH-C25-008

Confidential - Low

Page 2 of 2Confidential - Low

EXHIBIT A - SCOPE OF WORK

1. Contractor, shall plan, design and execute an O365 Migration including migrating 80 users from the current Department of Consumer Affairs (DCA) O365 Tenant to the existing Department of Housing and Community Development (HCD) O365 Tenant. The contractor shall propose all required software needed to achieve all requirements in the SOW. The contractor will furnish the State with the proposed software unless the State already is licensed for such software.

The migration will include, but is not limited to:

a. Discovery for planning, design and execution of the in-scope migration.

b. NIST 800-53 rev5 recommended encryption levels for all migrated data in-transit and at rest.

c. Migration of 80 user profiles from DCA O365 Tenant to HCD O365 Tenant

d. Migration of existing objects and resources including but not limited to associated and applied policies, security groups, access controls, and permission structures.

e. Migration of 80 user email accounts, including but not limited to all mail, calendars, contacts, to do lists, notes, delegations, rules, distribution lists, conference room objects, local archives, and online archives.

f. Mail objects for migration will consist of Licensed and Unlicensed objects including but not limited to User Account mailboxes, Shared mailboxes, Distribution Lists, and all applicable object components including but not limited to mail, calendars, contacts, to-do lists, notes, delegations, rules, local archives, online archives, Litigation Hold, and In-Place Hold data.

g. X number of identified SharePoint sites including but not limited to document libraries, folders, and files (all existing permissions to SharePoint resources shall be migrated).

h. X number of identified TEAMS sites, including but not limited to all teams, channels, chats, Shared (AKA Files), Recap, Q&A, Meeting Whiteboard, Channels, other Teams Tenant Memberships, and other components (all existing permissions to Teams resources shall be migrated).

i. X number of OneDrive sites (all existing permissions to SharePoint resources shall be migrated).

j. Microsoft Forms, OneNote, and Project Online data for all target users shall be considered in scope for this migration.

k. Contractor shall work with the Agency Migration Team which will include: DCA IT Team, HCD IT Team, and BCSH IT and Admin Team.

l. Contractor shall be responsible for the execution of the approved O365 Migration Plan, with the initial migration on May 29, 2026 (after business hours), daily update migrations throughout June and final data migration on June 30, 2026 (after business hours).

m. Contractor shall test all configurations and migrations (preliminary, daily and final) and shall include, but not limited to, all test cases included in the Testing Tasks (Appendix X). Resolve issues and inconsistencies between test expectations and actual results.

n. Contractor shall provide support to all migrated users, HCD IT and CHAA/CalICH for 10 business days following the final migration. Contractor shall be available by phone and email between 9am and 5pm, Monday through Friday (excluding State holidays). Contractor shall respond to requests within 30 minutes unless actively working on another Agency migration issue.

2. Contract Representatives

Any changes in Contractor’s Project Manager must be immediately reported in writing to BSCH. The State reserves the right to identify a BSCH Designated Representative in the absence of the BSCH Contract Manager or Designated Representative.

The Contract Representatives during the term of this Agreement will be:

The Project Representatives during the term of this Agreement will be:

3. Contractor/Consultant Skills/Experience The Contractor’s consultant(s) must meet all experience requirements stated in the table below and proof shall be provided at the time of the contract award.

Project Manager

Technical Lead

4. Deliverables The Contractor/Consultant shall:

A. Develop an O365 Migration Plan incorporating the multiple individual planning, design and execution tasks required to achieve all identified requirements in the Statement of Work within seven business days from agreement execution for the approval of the HCD & DCA IT Project Coordinator. The Contractor’s O365 Migration Plan shall include a schedule outlining all required tasks including the initial migration of 80 CHHA/Cal-ICH staff to HCD’s O365 tenant on May 29, 2026; ongoing daily incremental migrations following the initial migration; and completion of the full migration on June 30, 2026.

B. As-Is and Migrated State Document (Document outlining what items are to be migrated (with all relevant characteristics) and a correlated inventory of what was migrated (with all relevant characteristics).

C. Risk Radar D. Weekly status reports with a written explanation of status on the task assignment as outlined in the approved Migration Strategy Delivery Plan.

ATTACHMENT A-1 –INVOICE FORMAT

Contractor agrees to submit an invoice, clearly indicating the Agreement number to:

Name: Jana Crump E-mail: Info@bcsh.ca.gov

Business, Consumer Services and Housing Agency CMAS RFO BCH-C25-008

ATTACHMENT B –COST WORKSHEET

List the Name, Project Role, CMAS classification, and hourly rate of the proposed staff, including subcontractors who will provide the services described in this RFO. Attach a resume for each proposed staff listed.

(Yes/No) Hourly Rate

Quantity

Total Cost

Task 1

Task 2

Task 3

Task 4

Total Agreement Amount

ATTACHMENT C – REQUIRED ATTACHMENT CHECKLIST

Complete this checklist to confirm the items in your bid. Place a check mark or “X” next to each item that you are submitting to the State. For your bid to be responsive, all required attachments must be returned.

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

|_| Yes |_| No

https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language

|_| Yes |_| No

|_| Yes |_| No

|_| Yes |_| No

|_| Yes |_| No

|_| Yes |_| No

|_| Yes |_| No |_| N/A

|_| N/A

|_| Yes |_| No |_| N/A

|_| N/A

|_| Yes |_| No |_| N/A

|_| N/A

|_| Yes |_| No |_| N/A

|_| N/A

|_| Yes |_| No |_| N/A

|_| N/A

Signature Date

ATTACHMENT D – OFFEROR PROJECT/CLIENT REFERENCE FORMS

Please provide documentation of at least three (3) years of experience performing services similar to the Exhibit A Scope of Work. All experience must have occurred within the past five years.

REFERENCE 1

Name of Firm

Brief description of services provided

REFERENCE 2

Name of Firm

Brief description of services provided

REFERENCE 3

Name of Firm

Brief description of services provided

If three references cannot be provided, explain why:

ATTACHMENT E – BIDDER’S PROPOSED STAFF RESUME

Attach a current résumé for each classification identified in the offer. Resumes should contain relevant training and experience required to meet the qualifications listed in the CMAS and this RFO.

ATTACHMENT F – OFFEROR CONFIDENTIALITY STATEMENT

Note this must be completed by the Offeror and each Subcontractor.

As an authorized representative and/or corporate officer of the company named below, I warrant my company and its employees will not disclose any documents, diagrams, information and information storage media made available to us by the State and marked confidential for the purpose of responding to this RFO or in conjunction with any contract arising there from. I warrant that only those employees who are authorized and required to use such materials will have access to them.

I further warrant that all materials provided by the State will be returned promptly after use and that all copies or derivations of the materials will be physically and/or electronically destroyed. I will include with the returned materials, a letter attesting to the complete return of materials, and documenting the destruction of copies and derivations. Failure to so comply will subject this company to liability, both criminal and civil, including all damages to the State and third parties. I authorize the State to inspect and verify the above.

I warrant that if my company is awarded the Purchase Order, it will not enter into any agreements or discussions with a third party concerning such materials prior to receiving written confirmation from the State that such third party has an agreement with the State similar in nature to this one.

Typed Name of Representative Typed Name of Company

ATTACHMENT G - FOLLOW-ON CONSULTANT CONTRACT DISCLOSURE

[For Consultant Agreement Only] Background Information:

PCC Section 10365.5 generally prohibits a person, firm, or subsidiary thereof that has been awarded a consulting services contract from submitting a bid for and/or being awarded an agreement for, the provision of services, procurement of goods or supplies, or any other related action that is required, suggested, or otherwise deemed appropriate in the end product of a consulting services contract.

PCC Section 10365.5 does not apply to any person, firm, or subsidiary thereof that is awarded a subcontract of a consulting services agreement that totals no more than 10 percent of the total monetary value of the consulting services agreement.

Consultants/employees of a firm that provides consulting advice under an original consulting contract are not prohibited from providing services as employees of another firm on a follow-on contract unless the persons are named contracting parties or named parties in a subcontract of the original contract.

PCC Section 10365.5 does not distinguish between intentional, negligent, and/or inadvertent violations. A violation could result in disqualification from bidding, a void contract, and/or imposition of criminal penalties.

Disclosure [Mark one (1) box]:

Name of Responding Firm

ATTACHMENT H - BIDDER DECLARATION FORM (GSPD-05-105)

All offerors must complete the Bidder Declaration Form (GSPD-05-105) and include it with the bid response.

The Bidder Declaration Form can be found at: https:/www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf.

THE REST OF THIS PAGE IS BLANK

ATTACHMENT I - PAYEE DATA RECORD (STD 204 & STD 205)

All offerors must complete the Payee Data Record (STD 204) and Payee Data Record Supplement (STD 205), if necessary, and include it with the bid response.

The Payee Data Record (STD 204) is available at the following website: http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf.

The Payee Data Record Supplement (STD 205) is available at the following website: https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf.

If you do not have internet access, please contact the Contract Specialist listed on this solicitation.

ATTACHMENT J - CONTRACTOR CERTIFICATION CLAUSES (CCC 04/2017)

All offerors must complete the Contractor Certification Clauses form (CCC 04/2017) and include it with the offer response.

The Contractor Certification Clauses Form (CCC 04/2017) is available at the following website: https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language If you do not have internet access, please contact the Contract Specialist listed on this solicitation.

ATTACHMENT K - DARFUR CONTRACTING ACT CERTIFICATION (DGS PD 1)

All offerors must complete Darfur Contracting Act Attachment (DGS PD 1) and include it with the bid response.

The Darfur Contracting Act Attachment can be found at the following link: https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf.

ATTACHMENT L – CALIFORNIA CIVIL RIGHTS CERTIFICATION (If over $100,000.00) All offerors must complete and sign the California Civil Rights Laws Certification and include it with offer.

The California Civil Rights Laws Certification is available at the following website:

http://www.documents.dgs.ca.gov/dgs/FMC/DGS/OLS004.pdf If you are unable to access this form, please contact the Department Contact on the cover page.

ATTACHMENT M - COMMERCIALLY USEFUL FUNCTION (CUF) CERTIFICATION

The Commercially Useful Function (CUF) Certification is not required with this RFO.