004660A - client management suite software - attch specs

The State of California is requesting bids on a Client Management Suite Software solution under RFB-IS-27200098-1, with bids due August 26, 2026. The procurement carries a California-based vendor preference and may include small business or disadvantaged business enterprise set-asides under state policy.

The scope encompasses a comprehensive client management system supporting multiple concurrent users across state agencies, with integration into existing state infrastructure, robust reporting and data management capabilities, software licensing, implementation support, training, and ongoing technical support. Vendors must demonstrate experience implementing comparable client management systems for government agencies and provide references from similar implementations. The system must meet detailed technical requirements including system architecture, security and compliance standards, data backup and disaster recovery protocols, and user interface functionality.

Evaluation criteria include vendor qualifications, system functionality, implementation approach, and cost competitiveness. Pricing responses must detail costs for software licensing, implementation, training, and ongoing support services. Vendors must submit a completed CBE (Certified Business Enterprise) form as a prerequisite for bid consideration and provide a Certificate of Insurance prior to contract execution demonstrating adequate liability coverage and workers' compensation insurance. Contract terms include an implementation phase, ongoing support and maintenance periods, and potential renewal options. Funding is allocated from the State of California's IT budget.