State of California Franchise Tax Board

RFQ FTB-2627-00001

ATTACHMENT 4 – VENDOR/CONTRACTOR CONFIDENTIALITY STATEMENT

STATE OF CALIFORNIA

Franchise Tax Board

REQUEST FOR QUOTATION (RFQ)

INFORMATION TECHNOLOGY GOODS AND SERVICES

RFQ RESPONSE DUE DATE:

See Key Action Dates

ASAP

Supplier Information: (Print or Type):

Supplier Name:

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 ________

Supplier Address:

Phone:

Fax:

Supplier Email:

Supplier’s Federal Employer Identification Number:

*Supplier’s California Corporation Number:

* If supplier does not possess a California Corporation Number, indicate “None or N/A”

Name (Print):

Title:

Authorized Original Signature:

_______________________ Date:_____________

For further information contact:

Ruben Ledesma 916-845-7349 Ruben.Ledesma@ftb.ca.gov

Return final quotation to:

Franchise Tax Board

EMAIL:

Ruben.Ledesma@ftb.ca.gov

OR

FACSIMILE (FAX):

916-843-0107

Bidder quotation responses received via any method other than email or fax will be deemed non-responsive and rejected.

Ship To:

HwMgmt@ftb.ca.gov

Franchise Tax Board California Warehouse 9646 Butterfield Way Sacramento, CA 95827

Key Action Dates:

1. Release of RFQ:

Friday, 10/16/2026

2. Pre-Bid Microsoft Teams Meeting:

Wednesday, 10/21/2026 at 1:30 PM

3. Last Day to Submit Questions for Clarification of the RFQ:

Friday, 10/23/2026, by 5:00 PM PT

4. Last Day to Protest Requirements:

Tuesday, 10/27/2026, by 5:00 PM PT

5. Final Supplier Quotation Due Date:

Friday, 10/30/2026, by 5:00 PM PT

6. *Selection Evaluation Review:

Monday, 11/02/2026 – Monday, 11/09/2026

7. *Notice of Intent to Award:

Tuesday, 11/10/2026

8. *Agreement Award:

Thursday, 11/19/2026

*These dates are subject to change without notice or addendum to this RFQ.

¹ The Notice of Intent to Award shall be published on the Cal eProcure in the same location as the solicitation was published:

Bid opportunities in the California State Contracts Register (CSCR).

Bidder 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. DELCARATIONS UNDER PENALTY OF PERJURY; By signing above, with inclusion of the date of signature, the above signed Bidder DECLARES UNDER PENALTY OF PERJURY under the laws of the State of California as follows: (1) (STATEMENT OF COMPLIANCE). The above signed has 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 13.12 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.

Your signature affixed hereon and dated certifies that you have met all California required tax filings and have no outstanding tax obligations. Your signature authorizes the verification of this certification. Your signature affixed hereon certifies that you have met all requirements, specifications, and certifications of this quotation/bid solicitation.

1. Delivery: Final delivery, inspection and acceptance shall be at the location described in the “Ship To” address on Page 1.

2. Evaluation: For the purposes of this solicitation, contract award will be made on the basis of individual items or the basis of all items included in this solicitation. The State may accept any item or group of items of any response. Contract award will be to the responsible bidder with the lowest net cost (excluding applicable sales tax) meeting all other quotation specifications. Refer to paragraph titled “Award of Contract” of this RFQ for additional information on award. The State following award of this RFQ will execute a Purchase Order (including all applicable Attachments listed in the RFQ on Page 7, Attachments.)

3. Tie-Break Process: In the event of a precise tie, if GC Section 14838(f) does not apply to bidders, a witnessed drawing of lots will be conducted by the Procurement Official. If a drawing of lots is needed, the Procurement Official will schedule and arrange for a drawing and non-partisan witnesses; notifying the participating bidders of the outcome of the drawing.

4. Cash Discounts: Cash discounts will not be considered when evaluating bid responses for award purposes. However, cash discounts may be offered and taken by departments processing invoices within the timeframe specified.

5. Shipment: For the purposes of this solicitation, only bid responses quoting F.O.B Destination will be accepted.

6. Inquiries/Questions: Written questions must be received no later than the date and time indicated on Page 1 of this RFQ.

7. Bidder’s Instructions and General Provisions: The attached by reference Bidder Instructions and General Provisions have recently been revised. Please read carefully. See “Attachments” on Page 7 of this RFQ.

8. Quotation Attachments: Bid responses that reference a supplier’s own terms and conditions or provisions may be considered non-responsive and may be rejected.

9. Important Note: Only bids quoted on the State’s own quotation forms will be considered. See paragraph titled “Emailed Responses” below.

10. Bidders are encouraged to contact the following Sales Representatives for assistance or to obtain pricing information for this RFQ.

BCD Inc: Kevin Domene phone: (951) 833-6345 or via email: kdomene@bcdinc.com Software House: Matt Varvais phone: (916) 502-3675 or via email: matt.varvais@jci.com Milestone: Kimberly Hargrove phone: (510) 810-6051 or via email: kih@milestone.dk

Responsible Bidder: FTB may require bidder(s) to submit evidence of their qualifications at such times and under conditions, as it may deem necessary. The question of whether a particular bidder is a responsible bidder may involve an evaluation of the bidder’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 quotation shall be rejected.

Emailed Responses: The State reserves the right to consider emailed responses as properly “sealed” if received prior to the closing time specified, provided that an authorized original signature is shown on Page 1 of this RFQ. Emailed RFQ responses will be considered only if they are sent to the email address listed on Page 1 of this RFQ. RFQ responses sent to any other email address will not be considered. To be considered, all pages of an emailed RFQ response must be completely received prior to the RFQ response due date and time specified in this RFQ.

Generative Artificial Intelligence (GenAI):

The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI, while balancing the risks of these technologies.

Bidder/Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term "materially impacts" shall have the meaning set forth in State Administrative Manual (SAM) 4986.2.

Failure to report GenAI to the State may result in disqualification. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure.

Upon notification by a Bidder/Offeror of GenAI as required, the state reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the state.

Government Code 11549.64 defines “Generative Artificial Intelligence (GenAI)” as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system’s training data.

Payee Data Record: The successful supplier will be required to submit a Payee Data Record, STD. 204 listing their Taxpayer Identification Number. Acceptable verification results are required prior to contract award. Refer to the following website link for more details:

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf

Payments to nonresidents may be subject to withholding. Please refer to reverse side of Payee Data Record or, for complete details, please see the applicable forms and instructions found on FTB’s Nonresident Withholding page.

Payee Data Record Supplemental: The STD. 205 must be used to provide the supplier’s remittance address information if different than the mailing address on the STD. 204. This form allows suppliers to provide up to five (5) additional remittance addresses and identify up to three (3) additional authorized representatives for the payee. Refer to the following website link for more details:

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf

Verification of California Tax Status: Acceptable verification results are required prior to contract award.

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 Department of Tax and Fee Administration (CDTFA), pursuant to all requirements as set forth 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 CDTFA permit number in the space provided below (or attach a copy of the permit with your bid.)

Retailer’s Seller’s Permit Number: _______________________

Recycled Content Products: State agencies are required to report purchases in many product categories. In order to comply with those requirements, suppliers are required to complete and return a Recycled Content Certification form with their RFQ response. The supplier may certify that the product or material contains zero recycled content. Failure to complete and return the form may disqualify the RFQ response from consideration.

Click on the following link to access the form: Recycled-Content Certification (CalRecycle form 74)

Certification for Public Contract Code 2010: Pursuant to Public Contract Code section 2010, if a bidder or proposer executes or renews a contract over $100,000 on or after January 1, 2017, the bidder or proposer hereby certifies compliance with the following:

1. CALIFORNIA CIVIL RIGHTS LAWS: Compliance with the Unruh Civil Rights Act (Section 51 of the Civil Code) and the Fair Employment and Housing Act (Section 12960 of the Government Code); and

2. EMPLOYER DISCRIMINATORY POLICIES: If a Contractor has an internal policy against a sovereign nation or peoples recognized by the United States government, the Contractor certifies that such policies are not used in violation of the Unruh Civil Rights Act (Section 51 of the Civil Code) or the Fair Employment and Housing Act (Section 12960 of the Government Code).

Click on the following link to access the form: California Civil Rights Laws Certification

Productive Use Requirements: The objective of the Productive Use Requirements is to protect the State from being an experimentalist for new equipment and software that has no record of proven performance.

Customer In-Use: The purpose of the Customer In-use requirement is to allow time for the bidder to correct defects that could prevent new equipment and software from performing correctly in support of State programs.

The State requires that each equipment and software component proposed as part of an automated system must have been installed and in productive use, in substantially the conformation quotation, for a paying customer external to the bidder's organization, for at least the number of months shown in the table below prior to the required dates of installation and quotation submission.

Please Note: The following table is informational in support of the Productive Use and Customer In-Use requirements. Bidders are not required to complete or submit the below table as part of their quotation submission:

Critical software, regardless of cost, (that without which application programs cannot run; i.e., operating systems, DBMSs, compilers, or communication control programs) to operate on or control computers or microcomputers (also quotations of multiple computers), or peripheral equipment, for which the project cost is:

Category 2 - All Information Technology Equipment and Non-critical Software

Information technology equipment is defined in SAM Section 4819.2.

Substantial design changes in required system control modules or in components critical to the processing requirements of the State's workload are also subject to the In-use requirement. Increases or decreases in numbers of components or minor alteration in equipment or minor modifications or updates to software to provide improvements or features, to correct errors, or to accommodate hardware changes may be exempt from the In-use requirement by the Department of General Services, Procurement Division, if no substantial changes in logic, architecture or design are involved.

Declaration Forms: All bidders must complete the Bidder Declaration GSPD-05-105 and include it with the quotation 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. Bidders who have been certified by California as a DVBE (or who are bidding rental equipment and have obtained the participation of subcontractors certified by California as a DVBE) must also submit a completed form(s) STD. 843 (Disabled Veteran Business Enterprise Declaration). All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form(s). Should the form not be included with the solicitation, contact the State contracting official or obtain a copy online from the Department of General Services Procurement Division, Office of Small Business and DVBE Services (OSDS) website at https://www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-Accordion-List/OSDS/OSDS. The completed form should be included with the quotation response. 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 quotation rejection.

BIDDER DECLARATION FORM GSPD-05-105

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

DVBE DECLARATION FORM STD. 843

(If Applicable) https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std843.pdf

California Disabled Veteran Business Enterprise (DVBE) Program Requirements: The State has established goals for Disabled Veteran Business Enterprises (DVBE) participating in State contracts. Please review the attached DVBE program requirements package. Bidders must complete and return all the appropriate pages in order for the bid to be considered responsive.

For purposes of this solicitation, the DVBE program requirements have been waived; however, the DVBE Quotation Incentive will still be applied (see below).

Disabled Veteran Business Enterprise (DVBE) Quotation Incentive:

Please note, the following DVBE quotation incentives will be applied for the purposes of this solicitation.

In accordance with Section 999.5(a) of the Military and Veterans Code an incentive will be given to bidders who provide DVBE participation. For evaluation purposes only, the State shall apply an incentive to quotations that propose California certified DVBE participation as identified on the Bidder Declaration GSPD-05-105 and confirmed by the State. The incentive amount for awards based on low price will vary in conjunction with the percentage of DVBE participation. The following percentages will apply for awards based on low price.

Please note if you would still like to subcontract with a DVBE, FTB will apply the DVBE Quotation Incentive with the percentages stated below.

See Page 4 - Section titled “Declaration Forms” for the URL to the Bidder Declaration Form for listing any subcontracting opportunities.

Awards Based on Low Price: The net quotation price of responsive quotations will be reduced (for evaluation purposes only) by the amount of DVBE incentive as applied to the lowest responsive net quotation price. If the #1 ranked responsive, responsible quotation is a California certified small business, the only bidders eligible for the incentive will be California certified small businesses. The incentive adjustment for awards based on low price cannot exceed five percent (5%) or $100,000, whichever is less, of the #1 ranked net quotation price. When used in combination with a preference adjustment, the cumulative adjustment amount cannot exceed 15 percent (15%) or $100,000, whichever is less.

Disabled Veteran Business Enterprise (DVBE) Substitution:

Contractor understands and agrees that should award of this contract be based in part on their commitment to use the Disabled Veteran Business Enterprise (DVBE) subcontractor(s) identified in their bid or offer, per Military and Veterans Code 999.5 (e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Department of General Services (DGS). Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by contract amendment.

Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in M&VC § 999.9; Public Contract Code (PCC) § 10115.10, or PCC § 4110 (applies to public works only).

Target Area Contract Preference Act (TACPA): This solicitation provides for the optional TACPA preference. Bidders are not required to apply for this preference. Denial of the TACPA preference request is not basis for rejection of the bid/offer.

The TACPA workplace and workforce preferences will be evaluated for this solicitation. California-based companies seeking TACPA preferences will need to complete and submit preferences request forms with the bid/offer. The following webpage contains required preference request forms and an interactive map to determine if a business is located within a TACPA qualified zone:

Request a Target Area Contract Preference

Please Note: The maximum preference allowed for TACPA is nine percent (9%), which consists of 5% for eligible worksites, and 1% to 4% for eligible workforce. Individual TACPA preferences (worksite and workforce) cannot exceed $50,000 for each quotation. When In combination with any other preferences and incentives, the maximum limit of the combined preference is fifteen percent (15%) of the quotation amount and, in no case, shall be more than $100,000.00 per quotation, whichever is less.

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 Services 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 bidders 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 bidders must complete and include the Bidder Declaration form GSPD-05-105. 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” (CUF) in the performance of the contract as defined in Government Code Section 14837(d)(4).

Small Business Certification: Bidders 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 bid 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.

Commercially Useful Function Documentation:

All certified Small Business, Microbusiness, and/or DVBE contractors, subcontractors or suppliers must meet the commercially useful function requirements under Government Code, Section 14837(d)(4) (for SB) and Military and Veterans Code, Section 999(b)(5)(B) (for DVBE).

Please answer the following questions as they apply to your company for the goods/services being acquired in this procurement.

A response of No in questions 1-4, or a response of Yes in question 5, may result in your quotation being eliminated from consideration. At the State’s option prior to award, bidders may be required to submit additional written clarifying information.

Award of Contract: Award of contract, if made, will be in accordance with the RFQ information on Evaluation to a responsible bidder whose quotation complies with all of 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 bidder 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 bidder(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 bidder specifies otherwise in its bid, the State may accept any item or group of items of any bid. The State reserves the right to modify or cancel in whole or in part it’s RFQ.

Written notification of the State’s intent to award will be made to all bidders. If a bidder, having submitted a bid, 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 instructions contained in the paragraph titled “Protests” of this RFQ.

Protests: Any bidder’s issues regarding solicitation requirements must be resolved (or attempts made 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 contact for the solicitation or if they result in a protest, the protest will be submitted to DGS Procurement Division Deputy Director to hear and resolve issues and whose decision will be final.

If a bidder has submitted a bid 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 procedures in the solicitation 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 Victim Compensation and Government Claims Board 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 procedure 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:

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

All protests to the RFQ or protests concerning the evaluation, recommendation, or other aspects of the selection process must be received by the DGS Procurement Division Deputy Director as promptly as possible, but no 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.

Attachments:

The following documents are considered part of this solicitation and will be incorporated by reference into the resulting Agreement:

Bidder Instructions (DGS PD 451) - Revised and Effective 11/09/2011 IT General Provisions (DGS PD 403 ITGP) Non-Cloud - Revised and Effective 02/20/2025 Attachment 1 - Statement of Work Exhibit A - FTB Work Authorization Attachment 2 - Cost Worksheet and Payment Provisions Attachment 3 – IT FTB Special Provisions Attachment 4 – Vendor/Contractor Confidentiality Statement

Bidder Checklist for Quotation/Bid Submission:

In order for the quotation/bid to be acceptable, the following documents should be completed and included with your submitted quotation/bid response. A description of the nature of each document is included. THOSE DOCUMENTS MARKED “MANDATORY” MUST BE RETURNED. Those documents described as “should be submitted with your bid”, if they are included it will expedite the procurement process.

Payee Data Record

Payee Data Record Supplemental

1. The prime bidder is certified as a Disabled Veteran Business Enterprise, and/or,

2. There are subcontractors that are Certified Disabled Veteran Business Enterprises.

These declarations should be included with the quotation; however, they may be obtained prior to contract award.

3. The prime bidder is certified as a Disabled Veteran Business Enterprise, and/or, There are subcontractors that are Certified Disabled Veteran Business Enterprises.

*You may include a quote on company letterhead in addition to, but not in lieu of completing this cost worksheet.

(Enter Number) Rev.

Solicitation No.:

RFQ FTB-2627-00001

Rev.:

FTB Form Revised August 2017 Page 18 of 20 Revised July 2026 The Franchise Tax Board (FTB or the State) agrees to retain and hereby does retain (awarded Contractor’s Name) (Contractor) for the goods, services, and support described herein. Under the direction of the Privacy, Security & Disclosure Bureau (PSDB), the Contractor agrees to furnish and perform the goods and services described within their respondent quote and RFQ FTB-2627-00001 and addenda (collectively, Original Solicitation). These documents are hereby incorporated by reference and are made an integral part of this Agreement.

Federal Tax Information (FTI) will not be exchanged as part of this Agreement.

A. INTRODUCTION

This Statement of Work (SOW) describes the goods and services that Contractor shall provide during the term of this Agreement. The Contractor shall provide hardware, software, Window 2022 Operating System, SQL 2022, installation, configuration and ongoing support to FTB. The Contractor shall work under Pro-Services supervision from SoftwareHouse and Milestone companies and provide a Milestone and Software House CCURE-certified technician to perform installation services for FTB. The Contractor is responsible for ensuring full compatibility with the Owner’s existing versions of Milestone XProtect and C‑CURE 9000 systems. All upgrades, integrations, and configuration activities must be completed, without disrupting ALL ongoing operations, including but not limited to LDAP functionality and automated import/export features. Therefore, Contractor shall occasionally perform upgrades, installations, and configurations after normal business-hours and on weekends, as required, In multiple phases of this project, the two (2) combined system infrastructures contain a total of twenty (20) physical servers, eight (8) virtual servers, eighty-six (86) CCURE clients, and one hundred ten (110) Milestone Clients with different tasks are detailed in Section D - CONTRACTOR’S RESPONSIBILITIES. The refresh is necessary to maintain a high level of physical security to FTB, as we are a recipient of confidential and sensitive data from dozens of State and Federal agencies.

B. AGREEMENT TERM

The Agreement term shall include a one (1) year hardware warranty support term to begin upon Final Acceptance. In addition, this agreement also includes a five (5) year manufacturer’s warranty support term on each respective BCD Video Server.

Consistent with the terms and conditions of the Original Solicitation, and upon mutual consent, the State may execute written amendments to this Agreement if needed. At the State’s discretion, this Agreement may be amended for time, money or both based on the rates herein. No verbal understanding or agreement not incorporated into the Agreement is binding on any of the parties.

C. PRE-BID MICROSOFT TEAMS MEETING

A Pre-Bid Meeting will be scheduled to facilitate discussion between FTB and prospective Contractors to discuss any questions regarding the specifications. Vendors intending to submit a proposal for this RFQ are strongly encouraged to participate in the Pre-Bid Meeting. The schedule for the Pre-Bid Meeting is as follows:

· 10/21/2026 AT 1:30 PM

Prospective Contractor should review the SOW requirements prior to the Pre-Bid Meeting. FTB will accept oral questions during the meeting, and a compiled set of questions and answers will be emailed to all solicited vendors. Please note that oral responses are not binding. For inquiries about this RFQ or the procurement process, contact Ruben Ledesma via email at Ruben.Ledesma@ftb.ca.gov by the date and time specified above.

All vendors planning to attend the Pre-Bid Meeting should pre-register by contacting Ruben Ledesma via email at Ruben.Ledesma@ftb.ca.gov by the date specified above in the Key Action Dates. Each attendee must complete and submit a signed Attachment 4 - Confidentiality Statement no later than 10/19/2026.

D. CONTRACTOR’S RESPONSIBILITIES

The Contactor shall provide deliverables and complete the associated tasks and documentation that include (but are not limited to) those listed below on a schedule mutually agreed upon by FTB and the Contractor. Upon FTB’s request, all deliverables and documentation must be emailed to the designated FTB Contract Manager in the format specified Section G. Documentation, unless otherwise specified. Contractor will incur all costs for the aforementioned professional services. Work shall be performed either at FTB’s Central Campus facility located at 9646 Butterfield Way, Sacramento, CA 95827 and FTB’s seven (7) District Offices (DO) locations, or remotely connected (only within the United States) during normal State business hours, which are Monday through Friday, 8:00 AM – 5:00 PM Pacific Time (PT), excluding California State holidays unless otherwise mutually agreed upon schedule between FTB and the Contractor.

FTB’s seven (7) District Offices (DO) locations:

Sacramento DO: 3221 Power Inn Road, Sacramento, CA 95626 Oakland DO: 1515 Clay St, Oakland, CA 94612 San Francisco DO: 455 Golden Gate Ave, San Francisco, CA 94102 Santa Ana DO: 600 W Santa Ana Blvd, Santa Ana, CA 92701 San Diego DO: 7575 Metropolitan Dr, San Diego, CA 92108 West Covina DO: 100 N Barranca St, West Covina, CA 91791 Chicago DO: 1 N Franklin St, Chicago, IL 60606

The Contractor shall perform the following tasks (and provide the associated deliverables to the FTB Technical Contact) as part of this Agreement:

1. Communication

i. Contractor shall provide a Draft Implementation Plan that includes a plan for migrating from their existing server location to the new servers, with as little operational downtime as possible.

ii. Contractor shall provide weekly status reports to the FTB Contract Manager.

iii. Contractor shall move existing Keyboard, Video, Mouse (KVM) switch from existing server rack and install inside new server rack (Note: KVM switch to be used for programming new servers).

iv. Contractor shall designate a Project Manager to serve as a single point-of-contact for project management purposes.

v. Contractor shall attend up to two (2) one (1)-hour meetings per week to discuss the project.

vi. Contractor must adhere to the FTB change management process for this project. Change management is defined by FTB as the process responsible for ensuring that standardized methods and procedures are used for efficient and prompt handling of all changes to control IT infrastructure, in order to minimize the number and impact of any related incidents upon service. Changes in the IT infrastructure may arise reactively in response to problems or externally imposed requirements, or proactively from seeking improved efficiency and effectiveness. Proactive change management planning by the Contractor is also critical when FTB enterprise resources are required for this project, such as: Server Management Section (SMS); SQL; or the Network Engineering Section (NES). When assistance is required to the Contractor from FTB enterprise resources, the Contractor shall plan in advance for a minimum of three (3) business days notification whenever possible.

vii. Contractor shall work closely with FTB staff throughout the project.

viii. Contractor must provide knowledge transfer to FTB staff throughout the project.

ix. Contractor must provide FTB with 7x24x365 emergency contact numbers to utilize for reporting system issues that the Contractor is responsible for repairing. The maximum response time is two (2) hours by telephone from the time of notification to the Contractor. The Contractor must respond to FTB on site within four (4) hours of notification by FTB.

2. Business and Technical Requirements

i. Contractor shall provide a formal written plan detailing the upgrade from CCURE-9000 from 2.8.9 to version 3.00.4 CU04, including plans for all phases of work specified within this document and/or technically or administratively recommended or required by Softwarehouse to deliver a fully functioning CCURE 9000 3.00.4 CU04 System. The Contractor’s plan shall explain their work to be performed with all migration steps, systems requirements, data repairs, new licenses for 3.00.4 CU04 version, which also includes full responsibility for obtaining Softwarehouse “Professional Services” work required by Softwarehouse for this project and/or as stipulated by FTB. The Contractor’s written plan must document key steps and estimated timeframes for each phase of the project, and the entire project

ii. Contractor shall be responsible for coordinating, providing, and payment for any labor and services required for this project such as: Softwarehouse Professional Services, Milestone Professional Service, or any other required services or labor not provided by FTB resources that relate to meeting the requirements of this contract.

iii. Upon starting work, the Contractor must proactively keep FTB’s CCURE-9000 System in typical full operation on a 7x24 basis, except during same-day and mutually agreed upon pre-planned work that requires system software and/or hardware downtime. All measures must be taken by the Contractor to proactively minimize system software and/or hardware downtime throughout the project. When downtime occurs, the Contractor must immediately/real-time notify FTB Worksite Security Technology Section (STAT), mitigate the impact, resolve the issue as quickly as possible, and resolve the problem within the same day or night. FTB’s security operations significantly rely upon FTB’s CCURE-9000 System (hardware and software) being consistently and fully operational.

iv. In addition to working regular business hours, this contract includes the requirement for the Contractor to schedule work after hours on weekdays and weekends, as specified within this contract and as deemed necessary by a FTB Worksite Security Technology Section (STAT), – primarily while taking down CCURE Application Servers for upgrade tasks.

v. All Contractor workmanship shall be accomplished in a neat and professional manner meeting industry standards. This shall include, but not be limited to: labeling new equipment, furnishing proper grounding of data lines and devices, providing plumb and level installation of all devices and equipment, providing neat wire and cable routing, identification of cables and/or conductors, providing secure wire terminations, splices, and ease of access for maintenance and testing.

vi. Contractor shall adhere to FTB’s “IT Moratorium” that is effective from the end of March through the end of April every year. The purpose of the IT Moratorium is to provide a stable environment for IT Services through the most critical period of our peak tax filing season. New server installs and/or changes to the two (2) systems that could impact other FTB systems, the network, or people’s ability to efficiently use their badges to access the workplace will not be allowed during this period. The Contractor shall work with FTB in advance of this period to determine what work the Contractor may continue performing during the moratorium.

3. Project Phases

The two (2) combined system infrastructures contain a total of twenty (20) physical servers and eight (8) virtual servers with different tasks required divided into phases listed below:

Phase 1: Hardware/ Milestone BCDVideos Servers Replacement and Hardware Purchasing (travelling to the DO sites are required)

a. Travel to the sites to install and fully upgrade (1 to 1 swapping) seven (7) new BCDVideos servers to existing BCDVideos servers at the seven (7) FTB DOs.

b. Keep the existing Software version of Milestone at 2022 R-3 at this Phase 1.

c. Purchase thirteen (13) iSTAR Ultra G2 GCM board

Phase 2: Windows 2022 OS Upgrade (Remote and/or perform the tasks at designated desktop at FTB Central Office)

I. Upgrade twenty (20) Physical Milestone Servers Windows OS from 2019 to 2022 in a combination of:

a. One (1) Management Server

b. One (1) Event Server

c. Fifteen (15) Recording Servers

d. Three (3) Failover Servers

II. Upgrade one (1) Virtual SQL Milestone Server from OS 2019 to 2022 in combination of:

a. One (1) SQL Server

III. Upgrade three (3) Virtual Application CCURE-9000 Servers from Windows OS 2019 to 2022 in combination of:

a. One (1) Main App Server

b. One (1) Backup App Server

c. One (1) Development App Server

IV. Upgrade four (4) Virtual SQL CCURE-9000 Servers from Windows OS 2019 to 2022 in combination of:

a. One (1) Main SQL Server

b. One (1) Backup SQL Server

c. One (1) Development SQL Server

d. One (1) BIRS SQL Server (plug-in SQL)

Phase 3: Upgrade Software Version on Application Servers: (Remote and/or perform the tasks at designated desktop at FTB Central Office)

I. Upgrade CCURE 9000 System, from version 2.8.9 to version 3.00.4 CU04, Series R+--- on (3) Application Servers:

a. One (1) Main App Server

b. One (1) Backup App Server

c. One (1) Development App Server

II. Upgrade Milestone Corporate XProtect 2022 R3 version to Corporate 2025 R3, (Cumulative update 25.3) – on twenty (20) Servers

a. One (1) Management Server

b. One (1) Event Server

c. Fifteen (15) Recording Servers

d. One (3) Failover Servers

Phase 4: Upgrade Software Version to User Clients: (Remote and/or perform the tasks at designated desktop at FTB Central Office)

I. Upgrade (XXX) CCURE- User Clients from version 2.8.9 to version 3.00.4 CU04 II. Upgrade (XXX) Milestone – User Clients from Milestone Corporate XProtect 2022 R3 version to Corporate 2025 R3

Phase 5: Upgrade SQL Version on SQL Servers (Remote and/or perform the tasks at designated desktop at FTB Central Office)

I. Upgrade (4) CCURE SQL from 2017 version to 2022 version in combination of:

a. One (1) Main SQL Server

b. One (1) Backup SQL Server

c. One (1) Development SQL Server

d. One (1) BIRS SQL Server (plug-in SQL)

II. Upgrade (1) Milestone SQL from 2017 version to 2022 version

a. One (1) Main SQL Server

Phase 6: Systems’ Integration and Configuration: (Remote and/or perform the tasks at designated desktop at FTB Central Office)

I. Using the existing CC9000-MXPS license, Contractor shall configure CCURE-9000 event-driver actions, including but not limited to door access events, forced door alarms, door-held- open conditions, intrusion alarms, duress alarms, cardholder activity, and other system-generated functions to be fully implemented to Milestone Smart Walls (pop-up) feature at designated desktops at FTB Security Command Center.

a. Existing License: CC9000-MXPS//C-CURE 9000 SSA Uplift for Milestone Option

II. Contractor shall configure Milestone Corporate XProtect 2025 R3 servers, cameras, and clients to communicate via encrypted HTTPS port 443, from the existing port 80.

a. The Contractor shall verify and ensure proper communication between all applicable Milestone services, recording servers, management servers, web clients, integrations, and connected devices utilizing Ports 443.

III. Upon completion, the Contractor shall perform functional testing and provide documentation demonstrating successful operation of all events, communications, and video features.

E. QUALIFICATION/CERTIFICATION

i. Contractor must be a recognized and authorized dealer of Milestone and SoftwareHouse products, and their assigned installation technicians, as an aggregate, must be certified for the following:

ii. Qualifications may be verified at the request of the FTB Contract Manager at any time during the term of the agreement.

F. DRAFT IMPLEMENTATION PLAN

Contractor must submit a Draft Implementation Plan to the FTB Contract Manager within five (5) business days after contract award. The Draft Implementation Plan shall be a general framework for accomplishing the installation and integration of the hardware listed in Attachment 2 - Cost Worksheet and Payment Provisions. The Draft Implementation Plan must provide a general overview of the items below, but with enough clarity to comprehend the level of effort involved. The awarded Contractor will work with the FTB Contract Manager to develop a Final Implementation Plan.

The plan shall include the following, at a minimum:

1. Identify site, electrical, and environmental specifications.

2. Identify and describe specific deliverables.

3. Identify tasks that will be undertaken.

4. Identify dependencies for each task.

5. Describe how all tasks will be accomplished.

6. Describe plan for migrating from their existing server location to the new servers, with as little operational downtime as possible.

7. Identify Contractor or FTB responsibilities for each task.

8. Provide sequential timelines for identified tasks.

9. Provide dates the Contractor is expected to be on-site.

10. Describe the processes for problem and issue resolution during the implementation.

G. DOCUMENTATION

All documentation must be developed as specified in Section D. Contractor’s Responsibilities and in Microsoft Office (Word, Excel, PowerPoint, Project, and Visio) or PDF format unless otherwise specified by FTB Contract Manager or designee.

Documentation must meet the accessibility requirements as specified in Attachment 3 – IT FTB Special Provisions, Section 3, including, but not limited to, compliance with Web Content Accessibility Guidelines (WCAG) 2.1. Levels A and AA.

All documentation provided by the Contractor in support of the completed services may be reproduced by FTB.

H. Support Parameters:

Technical Support Availability: 24/7 Support Phone: (844) 462-2384 Support Email: support@bcdvideo.com Support Portal: https://www.bcdvideo.com/resources/video-surveillance-technical-support/ Warranty Coverage: BCD offers a standard five (5) year, Next Business Day On-Site after problem identification, Keep Your Hard Drive. The specified part number includes a seven (7) year warranty.

I. FTB’S RESPONSIBILITIES

The following activities and requirements must be completed by the State within a timeframe mutually agreed upon between FTB and Contractor, in order to afford the Contractor the ability to provide the requisite professional services under this Agreement: FTB Contract Manager or designee will provide the following:

1. Access to project information including, but not limited to, technical documentation and project status data.

2. Access to administrative level to the CCURE and Milestone systems.

3. Fully contained, atmosphere-controlled server rack with primary and backup power sources.

4. All network routing and switching for new servers.

5. One (1) KVM switch for programming new servers.

J. SECURITY…