Financial Industry Reporting 2024-4152

The California Department of Tax and Fee Administration (CDTFA) is seeking a web-based Software as a Service (SaaS) solution for Financial Industry Reporting, targeting research and data collection across Sacramento County and San Francisco City. The procurement, identified as RFQ ITS No. 2024-4152, requires a comprehensive industry research system that provides U.S. Industry Reports categorized by NAICS codes, California-specific reports, business environment profiles, and comprehensive employment data. Quotes are due February 10, 2025, by 3:00 PM PST, with submissions required at ADMIN-AMSContracts@cdtfa.ca.gov. The contract will be awarded based on a 100-point evaluation criteria, which includes administrative requirements (Pass/Fail), mandatory technical attributes (Pass/Fail), desirable attributes (5 points), cost assessment (50 points), and product demonstration (45 points). The contract term is set from March 1, 2025, through February 29, 2028, with potential options for two additional one-year extensions. Top two bidders will be required to provide 30-minute product demonstrations, with demo notice requests to be sent by February 13, 2025, and the Notice of Award rescheduled to February 24, 2025.

While specific set-aside designations are not explicitly mentioned in the documentation, the procurement appears to be open to qualified vendors capable of meeting the technical and reporting requirements. The solicitation indicates a preference for providers with robust capabilities in generating industry reports, particularly those with strong data on California's business landscape. No incumbent vendors are identified in the provided documentation. The contract seems structured to accommodate a comprehensive reporting solution with potential for ongoing collaboration and service refinement. Although a specific budget range is not disclosed, the multi-year contract structure and detailed evaluation criteria suggest a significant investment in advanced industry reporting capabilities. Vendors will need to demonstrate not only cost-effectiveness but also technical proficiency in delivering detailed economic and industry insights across various sectors and geographic regions.