RFQ_15-2038870.pdf

Request for Quotation (RFQ) For Information Technology Services

QUOTE DUE DATE: 02/02/2016

2:00PM (PT)

Quotes must be delivered to Edna Toy before 2:00PM (PT) on the due date.

Delivery Date _____N/A_________

# Days ARO

Full legal name of the Contractor’s Organization and address:

SOLICITATION NO. REV. # DATE

RFQ 15-2038870 01/15/2016

REQUISITION OR CONTROL #

Contact:

Phone: Fax:

For further information contact:

EDNA TOY

California Department of Technology

Procurement & Contract Services Branch

PH: (916) 431-5383

E-mail: Edna.Toy@state.ca.gov

ARE YOU CLAIMING PREFERENCE

AS A SMALL BUSINESS:

YES ________ NO ________

IF YES, MANUFACTURER?

YES ________ NO ________

ARE YOU A NON-SMALL BUSINESS

CLAIMING AT LEAST 25% SMALL

BUSINESS SUBCONTRACTOR

PREFERENCE?

YES ________ NO ________

Name (Print):

Title:

Signature:

_______________________ Date:_______

Federal Employer Identification Number:

By signing the RFQ cover page, the individual authorized to bind the Contractor agrees to all of the terms and conditions set forth in this

RFQ.

Return quote to:

Confidential Quote – Do Not Open

RFQ 15-2038870

U.S. Postal Service (USPS) Deliveries to:

California Department of Technology Acquisition and IT Program Management Branch Mail Stop Y18 P.O. Box 1810 Rancho Cordova, CA 95741 Attn: Edna Toy

Parcel Post (FedEx, UPS, etc.)

California Department of Technology Acquisition and IT Program Management Branch 10860 Gold Center Drive Mail Room - Suite 105 Rancho Cordova, CA 95670 Attn: Edna Toy

Hand Deliveries to:

California Department of Technology Acquisition and IT Program Management Branch 10860 Gold Center Drive, Suite 200 Rancho Cordova, CA 95670 Attn: Edna Toy

SECTION 14838 ET SEQ. OF

THE CALIFORNIA

GOVERNMENT CODE

REQUIRES THAT A 5%

PREFERENCE BE GIVEN TO

RESPONDENTS WHO

QUALIFY AS A SMALL

BUSINESS AS A NON-SMALL

BUSINESS CLAIMINIG AT

LEAST 25% CALIFORNIA

CERTIFIED SMALL BUSINESS

PARTICIPATION FOR

REQUIREMENTS SEE TITLE 2,

CALIFORNIA CODE OF

REGULATIONS SECTION 1896

ET SEQ. THE

REQUIREMENTS FOR

NONPROFIT VETERAN

SERVICE AGENCIES

QUALIFYING AS A SMALL

BUSINESS ARE CONTAINED

IN SECTION 999.50 ET SEQ.

OF THE MILITARY AND

VETERANS CODE.

Respondent offers and agrees if this response is accepted within 45 calendar days following the date the response is due to furnish all the items upon which prices are quoted, at the prices set opposite each item, delivered at the designated point(s) by the method of delivery and within the times specified and subject to the attached General Provisions. DECLARATIONS UNDER PENALTY OF PERJURY; By signing above, with inclusion of the date of signature, the above signed respondent DECLARES UNDER PENALTY OF PERJURY under the laws of the State of California as follows: (1) (STATEMENT OF COMPLIANCE). The above signed as complied with the non-discrimination program requirements of Government Code 12990 and Title 2, California Administrative Code Section 8103, and such declaration is true and correct. (2) The National Labor Relations Board declaration set forth in Paragraph 48 of the General Provisions is true and correct. (3) If a claim is made for the Small Business or Disabled Veterans Business preference, the information set forth within is true and correct.

The following provisions are incorporated into the RFQ and may be viewed at the website listed. If you are unable to view these documents, please contact the buyer for the RFQ listed on page 1 of this RFQ.

Department of General Services, Bidder's Instructions, revised 7/01/10 http://www.documents.dgs.ca.gov/pd/modellang/BidderInstructions070110.pdf

Department of General Services, IT General Provisions GSPD-401IT, revised 09/05/14 http://www.documents.dgs.ca.gov/pd/poliproc/GSPD401IT14_0905.pdf http://www.cio.ca.gov/ http://www.cio.ca.gov/ mailto:Edna.Toy@state.ca.gov http://www.documents.dgs.ca.gov/pd/modellang/BidderInstructions070110.pdf http://www.documents.dgs.ca.gov/pd/poliproc/GSPD401IT14_0905.pdf

REQUEST FOR QUOTE

CONTINUATION

Supplier Name: Solicitation No.

RFQ 15-2038870

Rev.

RFQ Requirements: Unless otherwise specified, all electronic files and media submitted in response to this RFQ must be in formats compatible with the California Department of Technology’s (Department of Technology) standard desktop computing environment, which consists of Microsoft (MS) Windows XP Professional SP 3, MS Office Suite 2003 or 2007, and Adobe Acrobat Reader 9, et al.

The following documents are required to be submitted in the quote response in the following order:

1. RFQ 15-2038870 Cover Page

2. Administrative Requirements Checklist, Attachment 1

3. Experience Worksheet with certification of Red Hat Badged and Red Hat Ready, Attachment 2

4. References, Attachment 3

5. Security and Confidentiality Statement, Attachment 4

6. Payee Data Record, STD. 204, Attachment 5

7. Bidder Declaration Form (GSPD-05-105), Attachment 7

8. Commercial Useful Function, Attachment 8

9. Certification with the Secretary of State

10. Target Area Contract Preference Act (TACPA) (if applicable)

11. Cost Worksheet, Exhibit B-1 (The Grand Total, including Unanticipated Tasks, shall not exceed the budgeted amount of $490,000.00)

Additional Requirements:

1. Authorized Reseller: Only quotes from authorized Red Hat Ready Certified resellers will be accepted. Red Hat Ready certification will be verified prior to award.

2. Contract Award: For the purposes of this solicitation, contract award will be made on the basis of “All or None” to the responsive, responsible respondent having the lowest cost and meeting the Federal Tax Administration Requirements.

3. Inquiries/questions: Written questions must be received by 12:00 PM (PT) January 22, 2016.

4. Bidder’s Instructions and General Provisions: The respondent must complete Attachment 7 and submit with its quote.

5. Quote attachments: Quote responses that reference a supplier’s own terms and conditions or provisions will be considered non-responsive and will be rejected.

6. Pre-employment Criminal Background Check Policy: The California Department of Technology recognizes the need for hiring practices that will ensure the greatest degree of security for data center operations and the data maintained within the Department (Policy Number 2021). Under the authority of Government Code 11546.6, a criminal background check utilizing California Department of Justice (DOJ) and Federal Bureau of Investigation (FBI) records must be conducted on all prospective contractor, subcontractor, volunteer, or vendor whose duties include, or would include, working on data center, telecommunications, or network operations, engineering, or security with access to confidential or sensitive information and data on the network or computing infrastructure. All fingerprints shall be taken digitally using Live Scan technology and transmitted electronically to the DOJ.

Upon award, the Contractor must have each and every employee (including any subcontracted employees) engaged in the resulting contract to get a criminal background check utilizing California DOJ and FBI records. See Attachment 6, Pre-Employment Criminal Background Check Policy, for further instructions. Failure to comply with the criminal background check policy will result in disqualification or contract termination.

The State reserves the right to request substitution of employees who fail the criminal background check. Contractor must provide a substitute of equal or better qualifications for the same rate as proposed in Cost Worksheet.

7. Experience Worksheets and Red Hat Badged Certification: The RFQ response must include completed staff Experience Worksheets (Attachment

2) with attached Red Hat Badged Certification and any additional attachments necessary detailing current or past experience of the consulting staff (not firm) being proposed for this engagement. Sufficient detail should be provided for the Department of Technology to confirm experience commensurate with services requested in the Statement of Work (SOW).

8. Consultant Admonishment of Follow-on Contracts: No person, firm, or subsidiary thereof, who has been awarded a consulting services contract, or a contract which includes a consulting component, may be awarded a contract for the provision of services, delivery of goods or supplies, or any other related action which is required, suggested, or otherwise deemed appropriate as an end product of the consulting services contract.

Therefore, any consultant that contracts with the State to develop and provide formal recommendations for the acquisition of IT products or services is precluded for contracting for any work recommended in the formal recommendation.

9. Important Note: Only responses quoted on the State’s own quote forms will be considered. Quotes shall be submitted with the solicitation number and the due date and time clearly marked.

Responsible Respondent: The Department of Technology may require respondent(s) to submit evidence of their qualifications at such times and under conditions, as it may deem necessary. The question of whether a particular respondent is a responsible respondent may involve an evaluation of the respondent’s experience, type of facility, expertise or financial resources regarding the particular items requested by the pertinent solicitation. If a bidder has been determined to be non-responsible, the quote shall be rejected.

Facsimile (FAX) Quotes: Facsimile machine (fax) quotes will not be accepted. All quotes must be submitted as specified in the “Return quote to” section on the cover page of the RFQ.

Recycled Content Products: State agencies are required to report purchases in many product categories. In order to comply with those requirements, contractors are required to complete and return the attached Recycled Content Certification form with your RFQ response. Failure to complete and return the form may disqualify your quote from consideration.

Payee Data Record: The successful respondent will be required to submit a Payee Data Record, Std. Form 204 listing their Taxpayer Identification Number, see Attachment 5.

Seller’s Permit: If applicable, please note that award will be conditional on providing the following document prior to award:

You must provide your company’s California retailer’s seller’s permit or certification of registration and, if applicable, the permit or certification of all participating affiliates, issued by California’s State Board of Equalization (BOE), pursuant to all requirements as set form in Sections 6487, 7101 and sections 6452.1, 6487.3, 18510 of the Revenue and Taxation Code, and Section 10295.1 of the Public Contract code. In order to expedite the process of verifying the validity of the permit, provide the BOE permit number in the space provided below (or attach a copy of the permit with your quote.)

Retailer’s Seller’s Permit Number: _______________________

Certification with the California Secretary of State: The Prime Contractor must be certified with the California Secretary of State (SOS) to do business in the State of California. If the respondent does not currently have this certification, the firm must be certified before a Contract award can be made, and must provide information in the Final RFQ response to support the status of its application to be certified to do business in the State of California. The required document(s) may be obtained through the SOS, Certification and Records Unit at (916) 657-5448 or through the following website: http://kepler.sos.ca.gov/ http://kepler.sos.ca.gov/

Supplier Name: Solicitation No.

RFQ 15-2038870

Rev.

California Disabled Veteran Business Enterprise (DVBE) Program Requirements: The DVBE Participation Requirement for this RFQ is waived but the

Department of Technology opts to include the DVBE Incentive.

California DVBE Quote Incentive: In accordance with Section 999.5(a) of the Military and Veterans Code an incentive will be given to respondents who provide DVBE participation. For evaluation purposes only, the State shall apply an incentive to quotes that propose California certified DVBE participation as identified on the Bidder Declaration GSPD-05-105, Attachment 7 and confirmed by the State.

The net quote price of responsive quotes will be reduced (for evaluation purposes only) by the amount of DVBE incentive as applied to the lowest responsive net quote price. If the #1 ranked responsive, responsible quote is a California certified small business, the only respondents eligible for the incentive will be California certified small businesses. The DVBE incentive adjustment for an award based on low price will be 5% or $100,000, whichever is less, of the #1 ranked net quote price. When used in combination with a preference adjustment, the cumulative adjustment amount cannot exceed $100,000.

Confirmed DVBE Participation of: DVBE Incentive:

5% and above 5%

4% - 4.99% 4%

3% - 3.99% 3%

2% - 2.99% 2%

1% - 1.99% 1%

Small Business Regulations: The Small Business regulations, located in the California Code of Regulations (Title 2, Division 2, Chapter 3, Subchapter 8, Section 1896 et. seq.), concerning the application and calculation of the small business preference, small business certification, responsibilities of small business, department certification, and appeals are revised, effective 09/09/04. The new regulations can be viewed at (www.pd.dgs.ca.gov/smbus). Access the regulations by Clicking on “Small Business Regulations” in the right sidebar. For those without Internet access, a copy of the regulations can be obtained by calling the Office of Small Business and DVBE Service at (916) 375-4940.

Non-Small Business Subcontractor Preference: A 5% bid preference is now available to a non-small business claiming 25% California certified small business subcontractor participation. If applicable, claim the preference in the box on the right hand side of the first page of this solicitation.

Small Business Nonprofit Veteran Service Agencies (SB/NVSA): SB/NVSA prime respondents meeting requirements specified in the Military and Veterans Code Section 999.50 et seq. and obtaining a California certification as a small business are eligible for the 5% small business preference. If applicable, claim the preference in the box on the right hand side of the first page of this solicitation.

Attachment with bid required if claiming the Small Business Preference: All respondents must complete and include the Bidder Declaration form GSPD-05- 105, Attachment 7. If claiming the non-small business subcontractor preference, the form must list all of the California certified small businesses with which you commit to subcontract in an amount of at least twenty-give percent (25%) of the net bid price. All certified small businesses must perform a “commercially useful function” in the performance of the contract as defined in Government Code Section 14837(d)(4).

Small Business Certification: Respondents claiming the small business preference must be certified by California as a small business or must commit to subcontract at least 25% of the net bid price with one or more California certified small businesses. Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Services (OSDS) no later than 5:00 p.m. on the RFQ due date, and the OSDS must be able to approve the application as submitted.

Small business nonprofit veteran service agencies (SB/NVSA) claiming the small business preference must possess certification by California prior to the day and time bids are due.

Questions regarding certification should be directed to the OSDS at (916) 375-4940.

Declaration Forms: All bidders must complete the Bidder Declaration GSPD-05-105, Attachment 7 and include it with the bid response. When completing the declaration, bidders must identify all subcontractors proposed for participation in the contract. Bidders awarded a contract are contractually obligated to use the subcontractors for the corresponding work identified unless the State agrees to a substitution and it is incorporated by amendment to the contract. If no subcontractors are being utilized, please indicate none on the form.

At the State’s option prior to award, bidders may be required to submit additional written clarifying information. Failure to submit the required written information as specified may be grounds for RFQ rejection.

TACPA Preference: The following preference will be granted for this procurement. Bidders wishing to take advantage of this preference will need to review the following website and submit the appropriate response with the RFQ:

Target Area Contract Preference Act (TACPA): http://www.documents.dgs.ca.gov/pd/poliproc/tacpapage.pdf Bidders wishing to take advantage of these preferences are required to submit the following applications/forms.

TACPA (Std. 830)

Bidder’s Summary of Contract Activities and Labor Hours (DGS/PD 525)

Manufacturer Summary of Contract Activities and Labor Hours (DGS/PD 526)

Federal Tax Administration Requirements: The Department of Technology must notify the United States Internal Revenue Service (IRS) prior to executing, or amending, any agreement to disclose, or provide access to, federal tax information (FTI) to a Contractor or Sub-Contractor, at least 45 calendar days prior to the disclosure of FTI, to ensure appropriate contractual language is included and that Contractors are held to safeguarding requirements. This procedure conforms to IRS Publication 1075, Exhibit 12 - 45-DAY NOTIFICATION REQUIREMENTS.

Security and Data Protection Requirements (Exhibit E): The CDT must ensure agreements with state and non-state entities include provisions which protect and minimize risk to the state when engaging in the development, use, or maintenance of information systems, products, solutions, or services. In order to comply with the State Administrative Manual (SAM) Section 5305.8, Bidders must comply with Exhibit E, Security and Data Protection.

http://www.pd.dgs.ca.gov/smbus http://www.documents.dgs.ca.gov/pd/poliproc/tacpapage.pdf

Supplier Name: Solicitation No.

RFQ 15-2038870

Rev.

Key Action Dates:

KEY ACTION DATES DATE

Release of RFQ 01/15/16

Submission of Written Questions 01/22/16 @ 12:00PM, PT

Response to Questions 01/26/16

Submission of Quotes (by date and time) 02/02/16 @ 2:00PM, PT

Evaluation * 02/03/16 – 02/04/16

Notice of Intent to Award * 02/05/16

Contract Award * 02/12/16

* All dates after the Submission of Quotes (by date and time) are approximate and may be changed without addendum to this RFQ to allow the Department of Technology additional time for evaluation and contract execution.

Availability: The selected respondent must be able to meet all requirements of this RFQ and be ready to begin offering their services and materials within ten

(10) State business days of the contract award date specified in the Key Action Dates, or the actual award date if later.

Written Questions: All questions regarding the content of this RFQ must be submitted in writing via Department of General Services (DGS) Bid Sync website and must be received by the Key Action Dates identified above. Questions not submitted in writing by the Key Action Date for submission of written questions shall be answered at the State’s option.

When the State has completed its review of the questions, all of the questions and answers will be distributed in writing to all the respondents via DGS Bid Sync website: (https://www.bidsync.com/DPX/ca/cdgs?ac=logout&rfpdheaderoverride=dgs).

Please note: no verbal information given will be binding upon the State, unless such information is issued in writing as an official addendum.

Evaluation Information: Each RFQ response will be checked for the presence of required information in conformance to the submission requirements of this RFQ. The Department of Technology will evaluate each RFQ response to determine its responsiveness to the requirements. The State reserves the right to make mathematical corrections to cost worksheets and/or ask clarifying questions.

The overall responsiveness of each quote is based on the complete response from the Bidder to the RFQ requirements. Award will be made to the responsive and responsible bidder providing the lowest cost.

Award of Contract: Award of contract, if made, will be in accordance with the evaluation information of the RFQ to a responsible respondent whose RFQ response complies with all the requirements of the RFQ documents and any addenda thereto, except for such immaterial defects as may be waived by the State.

Award, if made, will be made within forty-five (45) days after the scheduled date for Contract Award as specified in the RFQ; however, a respondent may extend the offer beyond 45 days in the event of a delay of contract award.

The State reserves the right to determine the successful respondent(s) either on the basis of individual items or on the basis of all items included in its RFQ, unless otherwise expressly provided in the State's RFQ. Unless the respondent specifies otherwise in its quote, the State may accept any item or group of items of any quote. The State reserves the right to modify or cancel in whole or in part of RFQ.

Written notification of the State's intent to award will be made to all respondents. If a respondent, having submitted a quote, can show that its bid, instead of the bid selected by the State, should be selected for contract award, the bidder will be allowed five (5) working days to submit a protest to the Intent to Award, according to the instructions contained in the paragraph titled “Protests” of this RFQ.

Protests: Any bidder’s issues regarding solicitation requirements must be resolved (or attempts to resolve them must have been made) before a protest may be submitted according to the procedure below. These issues will first be resolved by the department contact for the solicitation or if they result in a protest the department will submit to the DGS Procurement Division Deputy Director will be hear and resolve issues and whose decision will be final.

If a bidder has submitted a quote which it believes to be totally responsive to the requirements of the RFQ and to be the bid that should have been selected according to the evaluation procedure in the solicitation section on Evaluation and the bidder believes the State has incorrectly selected another bidder for award, the bidder may submit a protest of the selection as described below. Protests regarding selection of the "successful vendor" will be heard and resolved by the State Board of Control whose decision will be final.

All protests of award must be made in writing, signed by an individual authorized to bind the bidder contractually and financially, and contain a statement of the reason(s) for protest; citing the law, rule, regulation or procedures on which the protest is based. The protester must provide facts and evidence to support the claim. Protests must be mailed or delivered to:

Street and Mailing Address:

Department of General Services Deputy Director Procurement Division 707 Third Street, Second Floor South West Sacramento, CA 95605 Facsimile No.: (916) 375-4611

The protester must provide a copy of the protest to the California Department of Technology. A copy of the protest must be mailed to:

California Department of Technology Jennifer Herrera, Contracts Manager Acquisition and IT Program Management Branch (Mail Stop Y18) P.O. Box 1810 Rancho Cordova, CA 95741 Facsimile No: (916) 463-9908

All protests to the RFQ or protests concerning the evaluation, recommendation, or other aspects of the selection process must be received by the Deputy Director of the Procurement Division as promptly as possible, but not later than the date indicated in the Notification of Intent to Award. Certified or registered mail must be used unless delivered in person, in which case the protester should obtain a receipt of delivery.

https://www.bidsync.com/DPX/ca/cdgs?ac=logout&rfpdheaderoverride=dgs

CALIFORNIA DEPARTMENT OF TECHNOLOGY RFQ 15-2038870

RED HAT ENTERPRISE LINUX SUPPORT

EXHIBIT A

STATEMENT OF WORK (SOW)

1. OBJECTIVE

The California Department of Technology (CDT), Office of Technology Services (OTech) is modernizing its application hosting capability by expanding virtualization and enhancing its LINUX open source server operating system service in a virtualized environment. To ensure a robust, reliable and vendor-supported LINUX service offering, OTech has procured a supported version of this open source operating system, known as Red Hat Enterprise Linux (RHEL). The software purchase includes version support, security patching, compatibility with database and middleware services, and compliance with virus and other patching/monitoring tools.

The software subscription is to be augmented with subscription support services from an authorized Red Hat Ready Certified vendor, so that OTech can guarantee installation and enhancement of the LINUX service offering is deployed with RHEL certified technical support. Support services from an authorized RHEL service provider will streamline the deployment of the new technologies to meet State Data Center multi-tenant technical and business requirements.

2. TERM/PERIOD OF PERFORMANCE

a. The period of performance for the Contract shall be twelve (12) months from the date this Contract has been executed, with options to extend for two (2) additional twelve

(12) month terms at the original rates evaluated and considered.

b. The Contractor shall not be authorized to deliver or commence the performance of services as described in this SOW until written approval has been obtained from all entities. Any delivery or performance of service that is commenced prior to the signing of the Contract shall be considered voluntary on the part of the Contractor and non-compensable.

c. Consistent with the terms and conditions of the original solicitation, and upon mutual consent, the CDT and the Contractor may execute written amendments for changes to this Contract that were evaluated and considered.

3. MANDATORY QUALIFICATIONS

All software subscription support services shall be provided by a Red Hat Ready Badged Certified resources. At CDT’s option, Red Hat Ready Certified may also be accepted. Red Hat Badged and Ready certifications will be verified prior to award.

4. PROJECT TASKS/DELIVERABLES

All project tasks shall be performed by the Contractor on the basis of a pre-authorized Work Authorization (WA). Tasks shall include, but not be limited to the following:

a. Assist customer in a review and health check of customer's existing Red Hat Enterprise Linux environment.

1) Review configurations and hardware platforms.

2) Review installed and started services.

3) Review default run-levels and options.

4) Review level of installed updates.

5) Review partitioning and file system layout.

6) Review kernel parameters.

7) Review provisioning infrastructure and process.

8) Review network architecture for physical and/or virtual systems, including network interfaces, drivers, and applicable options, link-level configuration, VLAN access, interface bonding, and routing and bridging configuration.

9) Review SAN attached storage architectural review, including drivers and their parameters, configuration tools, multi-path configuration, volume management, data mirrors, snapshots, cluster file systems, and review of certification issues.

10) Identify potential issues and develop suggestions for changes to existing configurations.

11) Assist with making suggested changes as time permits.

12) Document engagement activities, findings, outcome, status, and provide knowledge share in engagement journal.

13) Provide engagement journal to customer engagement lead at end of engagement.

b. Assist customer in tuning the performance of customer's RHEL environment.

1) Review customer requirements for installed and started services, default runlevel, sysreport of the systems, level of the installed updates, partitioning and filesystems, kickstart content, pre-and post-installation tasks and configuration steps, kernel parameters review, general system performance monitoring tools, vendor and or RHEL specific tools for system health and performance monitoring.

2) Assist with the review/integration of customer's RHEL and Red Hat Layered Technologies environment to determine application components' tuning and optimization.

3) Review customer's requirements for network architecture for physical and virtual systems, network interfaces, drivers and their options, link level configuration, VLAN access, interface bonding, routing and bridging for physical and virtual systems, packet filtering, traffic shaping

4) Assist with architecture review, drivers and their parameters, configuration tools, multi-pathing, volume management, data mirrors, snapshots, and certification issues. Assist with recommendation for enhanced storage solutions to support customer's environment.

5) Identify potential issues and develop suggestions for changes to existing configurations.

6) Assist with making suggested changes as time permits.

c. Document engagement activities, findings, outcome, status, and provide knowledge share in engagement journal.

d. Provide engagement journal to client engagement lead at end of engagement.

e. Assist with installation and configuration of Red Hat Enterprise Virtualization in customer's environment

f. Operate at the general direction of the customer, offering advice, general knowledge transfer and assist customer with the installation and configuration of Red Hat Technologies.

g. Be available to assist customer with the following tasks as directed by the customer:

1) Planning, structuring, and deploying the customer's Red Hat Enterprise Linux environment.

2) Assist with the deployment and configuration of the following Red Hat layered applications:

Red Hat Network Satellite Server and Proxy

Red Hat Global File System

Red Hat Cluster Suite

Red Hat Enterprise Virtualization

3) Offering on site system support for customer's Red Hat environments.

4) Assisting with system diagnosis and potential recommendations for customer's Red Hat related issues.

5) Offering general knowledge transfer and documentation as appropriate

6) Offering suggestions for optimization and assisting with configuration changes where appropriate

7) Offering additional suggestions on process, configuration, or architecture as appropriate.

h. Installation and configuration of Red Hat CloudForms environment with connecting to

VMWare and/or RHEL-OSP to enable Insight, Control and Automate Functions:

1) Design and setup a base configuration of CloudForms to support automated OS deployments on RHEL-OSP and VMWare.

2) Deploy and configure additional CloudForms components such as virtual intelligence, services infrastructure, control, and optimize to manage infrastructure.

3) Provide Red Hat’s industry experience regarding reusability across the tenants and tiers of service.

4) Establish tagging taxonomy architecture and design.

5) Standardized custom naming algorithm deployment.

6) Enable vLAN placement by Tags

7) Integrate with Customer LDAP for RBAC

8) Demonstrate provisioning, via provisioning dialogs for RBAC

5. ACCEPTANCE OF DELIVERABLES

It shall be in the State’s sole determination as to whether a deliverable has been successfully completed and acceptable to the State. Acceptance criteria shall consist of the following:

a. Payment for services performed under this Contract shall be hourly via approved WA.

It shall be the CDT’s sole determination as to whether the tasks and deliverables identified in this Contract or in a supplemental WA have been successfully completed and are acceptable. The approval process is outlined in Section 10 – Performance.

b. The Contractor costs related to rework of unacceptable work products shall be costs of the Contractor, and shall not be billed to the CDT.

c. The Contractor shall meet all timelines and deliverable dates, as agreed to in the

Contract or in WA.

6. CONTRACTOR RESPONSIBILITIES

a. The Contractor will provide its own equipment and software necessary to perform the required duties.

b. The Contractor shall designate a primary contact person to whom all project communications may be addressed and who has the authority to act on all aspects of the services.

c. The Contractor will notify the CDT, in writing, within five (5) calendar days of any changes in the personnel assigned to the tasks. If a Contractor employee is unable to perform due to illness, resignation, or other factors beyond the Contractor’s control, the Contractor will make every reasonable effort to provide suitable substitute personnel. The substitute personnel shall be equal or better qualifications and meet all requirements and must be approved in advance of any performance under the Contract by the CDT Contract Administrator via an approved Personnel Change Order Request/Authorization form (Exhibit A-2 with attached resume. The rates for the substituted personnel must be less than or equal to the rates of the personnel that they are replacing.

d. The Contractor personnel shall perform their duties on any of the premises of the

CDT facilities located within the greater Sacramento area during regular State business hours, and at all other times as required to successfully provide the services described in this SOW.

e. The Contractor will adhere to the CDT policies and procedures, including access and security requirements.

7. DEPARTMENT OF TECHNOLOGY RESPONSIBILITIES

a. Designate a person to whom all Contractor communication may be addressed, and who has the authority to act on all aspects of the services. This person will review the SOW and associated documents with the Contractor to ensure understanding of the responsibilities of both parties.

b. Provide Contractor personnel with standard Department imaged desktop(s), phone equipment, and standard cubicle and/or office working facilities at any of the CDT sites and/or other locations specified by the CDT, as necessary, with limited network connectivity to access team working documents.

c. Provide access to department staff and management, offices and operation areas, as required, to complete the tasks and activities defined under this Contract.

d. Provide at least a minimum of ten (10) State business days for the timely review and approval of information and documentation provided by the Contractor to perform its obligations.

e. Provide information regarding the business structure of the CDT, and schedule the availability of the CDT personnel for interviews, as required by the Contractor to perform its responsibilities.

8. UNANTICIPATED TASKS FOR DELIVERABLE BASED CONTRACTS

a. In the event that additional work must be performed which was wholly unanticipated and is not specified in the SOW, but which in the opinion of both parties is necessary to the successful accomplishment of the general scope of work outlined, the procedures outlined in this section will be employed.

b. For each item of unanticipated work not specified in the SOW, a WA will be prepared in accordance with the sample provided as Exhibit A-1, WA form.

c. It is understood and agreed by both parties to this Contract that all of the terms of this

Contract shall remain in force with the inclusion of any such WA. Such WA shall in no way constitute a Contract other than as provided pursuant to this Contract nor in any way amend or supersede any of the other provisions of this Contract.

9. WORK AUTHORIZATIONS (WA)

a. Each WA shall consist of a detailed statement of the purpose, objective, or goals to be undertaken by the Contractor and all information requested to be provided per Exhibit A-1, Work Authorization.

b. All WA must be in writing prior to beginning work and signed by the Contractor and the CDT.

c. The CDT has the right to require the Contractor to stop or suspend work on any WA.

d. Personnel resources will not be expended (at a cost to the CDT) on task accomplishment in excess of estimated work hours required unless the procedure below is followed:

1) If, in performance of the work, the Contractor determines that a WA to be performed under this Contract cannot be accomplished within the estimated work hours, the Contractor will immediately notify the CDT in writing of the Contractor’s estimate of the work hours which will be required to complete the WA in full. Upon receipt of such notification, the CDT may:

(a) Authorize the Contractor to expend the estimated additional work hours or service in excess of the original estimate necessary to accomplish the WA;

(b) Terminate the WA; or

(c) Alter the scope of the WA in order to define tasks that can be accomplished within the remaining estimated work hours.

2) The CDT will notify the Contractor in writing of its decision within seven (7) calendar days after receipt of the notification. If notice of the decision is given to proceed, the Contractor may expend the estimated additional work hours for agreed upon services. The CDT agrees to reimburse the Contractor for such additional work hours.

10. PERFORMANCE

The CDT will be the sole judge of the acceptability of all work performed and all work products produced by the Contractor as a result of this SOW. Should the work performed or the products produced by the Contractor fail to meet the CDT conditions, requirements, specifications, guidelines, or other applicable standards, the following resolution process will be employed, except as superseded by other binding processes:

a. The CDT will notify the Contractor in writing within five (5) State business days after completion of each phase of service of any acceptance problems by identifying the specific inadequacies and/or failures in the services performed and/or the products produced by the Contractor.

b. The Contractor will, within five (5) State business days after initial problem notification, respond to the CDT by submitting a detailed explanation describing precisely how the identified services and/or products actually adhere to and satisfy all applicable requirements, and/or a proposed corrective action plan to address the specific inadequacies and/or failures in the identified services and/or products.

Failure by the Contractor to respond to the CDT’s initial problem notification within the required time limits may result in immediate termination of the Contract. In the event of such termination, the CDT shall pay all amounts due the Contractor for all work accepted prior to termination.

c. The CDT will, within five (5) State business days after receipt of the Contractor’s detailed explanation and/or proposed corrective action plan, notify the Contractor in writing whether it accepts or rejects the explanation and/or plan. If the CDT rejects the explanation and/or plan, the Contractor will submit a revised corrective action plan within three (3) State business days of notification of rejection. Failure by the Contractor to respond to the CDT’s notification of rejection by submitting a revised corrective action plan within the required time limits may result in immediate termination of the Contract. In the event of such termination, the CDT shall pay all amounts due the Contractor for all work accepted prior to termination.

d. The CDT will, within three (3) State business days of receipt of the revised corrective action plan, notify the Contractor in writing whether it accepts or rejects the revised corrective action plan proposed by the Contractor. Rejection of the revised corrective action plan will result in immediate termination of the Contract. In the event of such termination, the CDT shall pay all amounts due the Contractor for all work accepted prior to termination.

11. PROBLEM ESCALATION

The parties acknowledge and agree that certain technical and project related problems or issues may arise, and that such matters shall be brought to the CDT’s attention.

Problems or issues shall normally be reported in regular status reports. There may be instances, however, where the severity of the problems justifies escalated reporting. To this extent, the Contractor will determine the level of severity and notify the appropriate CDT personnel. The CDT personnel notified, and the time period taken to report the problem or issue, shall be at a level commensurate with the severity of the problem or issue. The CDT personnel include, but are not limited to, the following:

First level: Project Director Second level: Project Sponsor Third level: Chief Deputy Director

12. CANCELLATION

The CDT may exercise its option to terminate the Contract at any time with 30 calendar days prior written notice. In the event of such termination, the CDT shall pay all amounts due the Contractor for all deliverables accepted prior to termination.

13. OTHER CONTRACT CONSIDERATIONS

a. The Contractor will act as prime contractor under this Contract. In addition to identifying all personnel proposed to work under this Contract, the Contractor shall also identify its subcontractor affiliation, as applicable.

b. The CDT reserves the right to approve all subcontractors prior to the performance of any work by the subcontractor.

c. Nothing contained in this Contract shall create any conceptual relationship between the State and any subcontractors, and no subcontract shall relieve the Contractor of its responsibilities and obligations hereunder. The Contractor is fully responsible to the CDT for the acts and omissions of its subcontractors and of persons either directly or indirectly employed by any of them.

d. If a subcontractor is a California Certified Small Business (SB) and/or Disabled

Veteran Business Enterprise (DVBE), then those amounts paid to certified subcontractors shall be identified on the Contractor’s invoice(s).

e. The Contractor’s obligation to pay its subcontractors is an independent obligation from the State’s obligation to make payments to the Contractor. As a result, the State shall have obligation to pay or to enforce the payment of any monies to any subcontractor.

f. Military and Veteran Code (MVC) 999.5(d), Government Code (GC) 14841, and

California Code of Regulations (CCR) 1896.78(e) requires all Prime Contractor’s that had a DVBE firm preform any element of work for a contract to report DVBE information.

Prime Contractors are required to maintain records supporting the information that all payments to DVBE subcontractor(s) were made. The Prime DVBE Subcontracting form can be found at the following link:

http://www.documents.dgs.ca.gov/pd/smallbus/Prime%20DVBE%20Sub%20Report.xl s and the instructions can be found at the following link:

http://www.documents.dgs.ca.gov/pd/smallbus/Prime%20DVBE%20Sub%20Report% 20Instruction.doc. Completed forms are to be e-mailed to:

primeDVBE@state.ca.gov.

14. CONTRACT REPRESENTATIVES

All notices required by, or relating to, this Contract shall be in writing and shall be sent to the parties of the Contract at the address set below unless changed from time to time, in which event each party shall so notify the other in writing, and all such notices shall be deemed duly given if deposited, postage prepaid, in the United States mail or e-mailed and directed to the addresses then prevailing.

http://www.documents.dgs.ca.gov/pd/smallbus/Prime%20DVBE%20Sub%20Report.xls http://www.documents.dgs.ca.gov/pd/smallbus/Prime%20DVBE%20Sub%20Report.xls http://www.documents.dgs.ca.gov/pd/smallbus/Prime%20DVBE%20Sub%20Report%20Instruction.doc http://www.documents.dgs.ca.gov/pd/smallbus/Prime%20DVBE%20Sub%20Report%20Instruction.doc mailto:primeDVBE@state.ca.gov

The contract administrators during the term of this contract will be:

State: California Department of Technology Contractor: TBD Name: Cary Anderson Name:

Phone: (916) 228-6057 Phone:

e-mail: Cary.Anderson@state.ca.gov e-mail:

Direct all contract inquiries to:

State: California Department of Technology Contractor: TBD Unit: Acquisition and IT Program

Management Branch Attention:

Attention: Edna Toy Address:

Address: P.O. Box 1810 MS Y-18

Rancho Cordova, CA 95741 Phone: (916) 431-5383 Phone:

e-mail: Edna.Toy@state.ca.gov e-mail:

Cary.Anderson@state.ca.gov Edna.Toy@state.ca.gov

EXHIBIT A-1

WORK AUTHORIZATION

WORK AUTHORIZATION NUMBER PAGE(S)

of

TITLE

TASK SUMMARY (Brief description of tasks to be performed under work authorization)

START DATE COMPLETION DATE

TOTAL ESTIMATED LABOR HOURS TOTAL ESTIMATED COST

This task will be performed in accordance with the Work Authorization and the provisions of Contract/Agreement No.

APPROVALS

CONTRACTOR PROJECT MANAGER NAME TITLE

SIGNATURE DATE

STATE’S PROJECT MANAGER NAME TITLE

EXHIBIT A-2

PERSONNEL CHANGE ORDER REQUEST/AUTHORIZATION

CHANGE ORDER NO.

Contractor Name= Contract Number =

Proposed Start Date = or upon approval by the Contract Administrator, whichever occurs later

Description of Change:

Current:

Proposed:

Name of Proposed Contractor Personnel (including phone number and email address):

SOW Personnel Classification: Hourly Rate:

MSA Personnel Classification: Experience Worksheet included?

Resume Attached?

Reason for Change:

Approval:

Changes identified above are in accordance with the terms and condition of the contract.

By signing below, the Contractor Official has confirmed that the proposed staff meets the personnel classification requirements and any requirements listed in the Statement of Work (Exhibit A). The Contract Administrator’s signature below indicates that he/she has confirmed that the proposed staff meets the requirements listed in the Statement of Work (Exhibit A).

Contractor Official (Print name & Sign) / Date Contract Administrator (Print name & Sign) / Date

EXHIBIT B

BUDGET PROVISIONS

1. Payment for tasks performed under this Contract shall be hourly via approved Work Authorization and tasks completed. Signed acceptance is required from the Department of Technology Contract Administrator before processing an invoice for payment.

2. Upon successful completion of each task, the Contractor will submit an invoice for payment associated with the individual payment amounts. Payments shall be based on each item subject to acceptance by the Department of Technology. It shall be the Department of Technology’s sole determination as to whether an item has been successfully completed and is acceptable.

3. Invoices shall be submitted in triplicate, and shall identify labor and costs charged for each task. Invoices may be submitted monthly, in arrears, identifying Contractor personnel by name and classification, hourly rate of pay, and hours expended by task; however, invoices shall be due and payable, and payment shall be made, only after the Department of Technology acceptance of hours worked and/or completion of each task under this Contract.

4. The Contractor costs related to items such as travel and per diem are costs of the

Contractor will not be paid separately as part of the Contract.

5. Submit your invoice using ONE of the following options:

a. Send via U.S. mail in TRIPLICATE to:

California Department of Technology Financial Management Branch – Accounting Office P.O. Box 1810 Rancho Cordova, CA 95741

OR

b. Send via electronic mail to: APInvoices@state.ca.gov

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

7. If funding for fiscal year is reduced or deleted by the Budget Act for purposes of this program, the State shall have the option to either cancel this Ct with no liability occurring to the State, or offer an contract amendment to the Contractor to reflect the reduced amount.

8. Payment will be made in accordance with, and within the time specified in, Government Code Chapter 4.5, commencing with Section 927. Payment to small/micro businesses shall be made in accordance with and within the time specified in Chapter 4.5, Government Code 927 et seq.

mailto:APInvoices@state.ca.gov

EXHIBIT B-1

COST WORKSHEET

The Contractor shall provide all labor, materials, and equipment necessary to provide the Red Hat Enterprise Linux Support by Red Hat Badged Certified resources, in accordance with the specifications described in Exhibit A, Statement of Work, at the rates specified below. The Contractor must provide pricing options for both Red Hat Badged and Red Hat Ready certified resources.

Task Description of Services

1.

a. Assist Customer in a review and health check of Customer's existing Red Hat Enterprise Linux environment.

1) Review configurations and hardware platforms.

2) Review installed and started services.

3) Review default run-levels and options.

4) Review level of installed updates.

5) Review partitioning and file system layout.

6) Review kernel parameters.

7) Review provisioning infrastructure and process.

8) Review network architecture for physical and/or virtual systems, including network interfaces, drivers, and applicable options, link-level configuration, VLAN access, interface bonding, and routing and bridging configuration.

9) Review SAN attached storage architectural review, including drivers and their parameters, configuration tools, multi-path configuration, volume management, data mirrors, snapshots, cluster file systems, and review of certification issues.

10) Identify potential issues and develop suggestions for changes to existing configurations.

11) Assist with making suggested changes as time permits.

12) Document engagement activities, findings, outcome, status, and provide knowledge share in Engagement Journal.

13) Provide Engagement Journal to Customer Engagement Lead at end of Engagement.

Proposed Staff Name Classification Estimated # of hours Hourly Rate

Total Cost for Task 1 (Red Hat Badged)

Total Cost for Task 1 (optional Red Hat Ready)

2.

b. Assist customer in tuning the performance of Customer's RHEL environment

1) Review Customer requirements for installed and started services, Default runlevel, sysreport of the systems, Level of the installed updates, Partitioning and filesystems, Kickstart content, pre-and post-installation tasks and configuration steps, Kernel…