Request for Quote for Information Technology Services (RFQ-ITS) EUPD91424 Securities Information Services
Closed State & local contract opportunity Posted
- Solicitation number
- EUPD91424
- State
- California
- Responses due
Opportunity facts
- Jurisdiction
- Point of contact
-
- Rachel Ortegon rortegon@sco.ca.gov
Opportunity details come from caleprocure.ca.gov. Updated .
About this opportunity
The California State Controller's Office (SCO) has issued Request for Quote (RFQ-ITS) Number EUPD91424 for Information Technology Services specifically focused on Securities Information Services for the Unclaimed Property Division. The procurement seeks online and downloadable securities information services with a three-year contract term from June 1, 2025 to May 31, 2028, supporting up to 53 concurrent user licenses at a premium level. Bidders must provide comprehensive corporate actions services, including online research capabilities, portfolio monitoring, data downloads, and securities information tracking. Minimum qualifications include being in business for at least three years providing similar services, with contractors required to submit various attachments such as references, business licenses, and compliance certifications. The solicitation has a bid submission deadline of April 14, 2025, with an anticipated contract award on May 1, 2025. Evaluation criteria will assess administrative requirements, technical capabilities, references, and cost, with a maximum of 60 possible points before potential preference adjustments. Interested vendors must submit their proposals electronically and can direct clarification questions to SCOBids@sco.ca.gov on or before the specified written questions deadline.
The RFQ includes provisions for small business and disabled veteran business enterprise (DVBE) participation, with potential preference points available for qualifying businesses. Vendors must demonstrate compliance with state diversity and inclusion requirements, which may provide competitive advantages during the evaluation process. While specific budget ranges are not explicitly detailed in the provided documentation, the contract's scope suggests a substantial investment in securities information services. The solicitation indicates a preference for vendors with established track records in providing comprehensive securities information solutions to government entities. Potential respondents should carefully review all attachment requirements, including technical specifications, compliance documentation, and cost worksheets, to ensure a competitive and compliant bid submission. The procurement appears designed to secure a robust, flexible securities information service that can meet the State Controller's Office's complex research and monitoring needs across multiple concurrent users.
Opportunity text
Bidders are invited to review and respond to the State Controller's Office (SCO) Request for Quote for Information Technology (IT) Services (RFQ-ITS) Number EUPD91424. To submit a bid for these services, the Bidder must comply with the instructions contained in this document as well as the requirements stated in Standard Agreement, Exhibit A, Scope of Work. By submitting a bid, the bidding firm agrees to the terms and conditions stated in this RFQ-ITS. Bidders may submit questions for clarification and any proposed changes of the content of this RFQ-ITS to SCOBids@sco.ca.gov. Any questions or proposed changes to the RFQ-ITS or Standard Agreement must be submitted on or before the Written Questions Submittal Deadline date as stated in Section I. General Information, Item B. Key Action Dates of the RFQ-ITS. A bid submitted with alternate agreement language, that was not accepted through an addendum to the RFQ-ITS, will be considered a counteroffer and will not be considered. The State's General Provisions are not negotiable.
Files
| File | Type | Posted |
|---|---|---|
| RFQ-ITS_EUPD91424.pdf |
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