Request for Offers EFIS90126 (RFO) - Technology, Digital and Data Consulting (TDDC) Master Service Agreement (MSA) PeopleSoft Design, Development, and Implementation (DD&I)

The California State Controller's Office is requesting offers for PeopleSoft Design, Development, and Implementation (DD&I) services under the Technology, Digital, and Data Consulting (TDDC) Master Services Agreement, with offers due September 10, 2026 at 2:00 p.m. Pacific Time and mandatory interviews scheduled for September 17–22, 2026.

Eligibility is restricted to current TDDC MSA holders with the California Department of General Services (DGS) that carry Senior Technical Lead classifications and are headquartered within 50 miles of SCO headquarters. A minimum 25 percent Small Business participation requirement applies. The scope calls for a minimum of five full-time Senior Technical Leads to support the Financial Reporting Book of Record (RBOR) parallel validation in preparation for the Annual Comprehensive Financial Report (ACFR) publication under California's Financial Information System (Fi$Cal). Services include leading parallel validation activities, maintenance and operations advisory, business process documentation, Agile-based system enhancements, and knowledge transfer sessions.

Each Senior Technical Lead must hold eight years of PeopleSoft Finance experience within the past 15 years on large-scale projects (minimum 5,000 system users and $20 million total project cost), with expertise in General Ledger, GAAP-based accounting, financial reporting dashboards, and transaction reconciliation; two years of public-sector project experience; three years of technical troubleshooting and incident management leadership; three years creating technical documentation; and a Bachelor's Degree in an IT-related or Engineering field (with four additional years of qualifying experience substitutable on a year-for-year basis). All staff must pass Live Scan background checks before beginning work.

The agreement term is eighteen months with options to extend for up to two additional one-year periods at originally agreed-upon hourly rates, with a proposed start date of October 1, 2026. Evaluation spans administrative requirements, firm and staff mandatory qualifications, staff desirable qualifications (130 points), firm references (50 points), staff references (50 points), interviews (350 points), and cost assessment (330 points), totaling 910 maximum points. Written questions are due August 26, 2026. The proposed award date is September 22, 2026. All proposed experience must have been provided to external clients within the past 10 years and cannot include work performed for the bidder's own organization.