State of California
Bid 5000000202
5
Solicitation 5000000202
Reports Developer
Bid designation: Public
State of California
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State of California
Bid 5000000202
5
Bid 5000000202 Reports Developer Bid Number
5000000202
Bid Title
Reports Developer
Expected Expenditure $1.00 (This price is expected - not guaranteed) Bid Start Date
Sep 15, 2014 12:45:35 PM PDT
Bid End Date
Oct 13, 2014 3:00:00 PM PDT
Question & Answer End Sep 23, 2014 3:00:00 PM PDT Date Bid Contact
Avegale Cajucom-Guerrero 916-414-4062
[email protected]
Standard Disclaimer The State of California advises that prospective bidders periodically check the websites, including but not limited to Bidsync, and/or other state department links for modifications to bid documents. The State of California is not responsible for a prospective bidder's misunderstanding of the bid solicitation or nonresponsive bid due to failure to check these websites for updates or amendments to bid documents, and/or other information regarding the bid solicitations. Failure to periodically check these websites will be at the bidder's sole risk. The information published and/or responded to on these websites is public information. Confidential questions/issues/concerns should be directed to the contact on the ad.
Description The California State Teachers' Retirement System (CalSTRS) Technology Services Branch releases this RFO to select an experienced Reports Developer with knowledge of reports creation through the use of SQL queries and reporting tools, preferably Crystal Report and Microsoft SSRS. The Reports Developer is responsible for helping one or more projects and units within CalSTRS to create various types of reports using data mined and aggregated from multiple sources. Service period maybe up to three (3) years, with an estimated 150 working hours per month.
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State of California
Bid 5000000202
CALIFORNIA STATE TEACHERS’ RETIREMENT SYSTEM
Technology Services California Multiple Award Schedule (CMAS) Agreement for Consulting Reports Developer
REQUEST FOR OFFER # 5000000202 SUBMISSION OF WRITTEN QUESTIONS DUE September 23, 2014, 3:00 p.m. PT
OFFER DUE DATE October 13, 2014, 3:00 p.m. PT Julio Perez, Central Procurement Analyst California State Teachers’ Retirement Systems 100 Waterfront Place, Mail Stop #30 West Sacramento, CA 95605
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 2 of 11
REQUEST FOR OFFER
September 15, 2014 You are invited to review and respond to the California State Teachers’ Retirement System (CalSTRS), Request for Offer (RFO), entitled Reports Developer. Read this document carefully. In submitting your Offer, you must comply with the instructions, terms and conditions stated in this RFO and in your CMAS contract. Your Offer must be received in the office of CalSTRS via email no later than October 13, 2014. Offers received after the specified date and time may be rejected. You may request clarification of the content of this RFO only by submitting written questions via email to: Julio Perez, Central Procurement Analyst
[email protected] Questions must be received by September 23, 2014 to ensure a reply. Questions received by this date will be answered in writing and sent to all RFO recipients, without identifying the source of the query. Any attempt by a firm responding to this Offer to initiate contact with any member of the Teachers’ Retirement Board and/or CalSTRS staff, other than the CalSTRS Central Procurement Analyst listed above, regarding this RFO process may disqualify the firm from further consideration. Please note that no verbal information given will be binding upon the California State Teachers’ Retirement System unless such information is incorporated into the RFO via addendum.
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 3 of 11
GENERAL INFORMATION
A. INTRODUCTION The CalSTRS Technology Services (TS) Branch delivers technology products, services, and business solutions which support all information technology systems throughout the organization including implementation of enterprise projects. TS programs and projects utilize the System Development Life Cycle (SDLC) methodology. The purpose of this RFO is to select an experienced Reports Developer with knowledge of reports creation through the use of SQL queries and reporting tools, preferably Crystal Report and Microsoft SSRS. The Reports Developer is responsible for helping one or more projects and units within CalSTRS to create various types of reports using data mined and aggregated from multiple sources. In addition, this Reports Developer is also responsible for establishing, standardizing, and maturing CalSTRS overall enterprise reporting framework including tools, platforms, methodologies, processes, and best practices, etc. You may submit one (1) proposed project person for this RFO. The services required are described in the Exhibit A, Statement of Work included in this document. The total service period may be up to thirty-six (36) months, with an estimated 150 work hours per month. The proposed project person selected as a result of this RFO initially may be assigned to the Technology Services Team and may also be assigned to other teams/programs/projects during the total service period. All work must be performed on-site at the CalSTRS headquarter facility in West Sacramento, CA. The successful Respondent’s project person will be responsible for any travel costs that he/she may incur while providing the services identified in Exhibit A, Statement of Work.
B. BACKGROUND CalSTRS was created in 1913 to provide retirement, disability, and survivor benefits to public school educators and certain other employees of public school districts, community college districts, county offices of education, and regional occupational programs in the State of California. CalSTRS operates under sections of the California Education Code known as the Teachers’ Retirement Law, which established the State Teachers’ Retirement Plan with CalSTRS as the administrator. The California State Teachers’ Retirement System, with a portfolio valued $184.8 billion as of May 31, 2014, is the largest teacher pension fund in the United States. CalSTRS administers a hybrid retirement system, consisting of a traditional defined benefit, cash balance and defined contribution plan, as well as disability and survivor benefits. CalSTRS serves California’s 852,000 public school educators and their families from the state’s 1,600 school districts, county offices of education and community college districts. The CalSTRS IT as well as business programs have many reporting needs across the enterprise. The development and maintenance of a consistent and shared enterprise reporting framework will enable CalSTRS to expedite the creation of high quality reports to meet various business needs. For more information about the CalSTRS organization, mission, vision, and strategic and business plans, go to www.calstrs.com.
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 4 of 11
C. QUALIFICATIONS FOR THE VENDOR’S PROPOSED PROJECT PERSON Proposed project person must meet all of the following minimum qualifications to CalSTRS satisfaction to be given further consideration. Failure to satisfy any of the minimum qualifications upon submittal of the offer may result in the immediate rejection of the offer.
Minimum Qualifications a. As of final due date of submission, the firm must hold a current Information Technology California Multiple Award Schedule (CMAS) agreement with the Department of General Services. b.
As of final date of submission, the firm must submit all data/information and attachments requested in the proposal format described in Section D.3. Offer Requirements.
Technical Qualifications a. As of final date of submission, the Respondent’s Project Personnel must have at least eight (8) years of experience working as a reports developer creating and fine tuning SQL reports from data stored in various relational databases; b.
As of date of submission, the Proposed Personnel must have at least eight (8) years of experience developing complex SQL queries; developing detailed SQL reporting specifications; aggregating, analyzing, validating, and/or reconciling data from heterogeneous data sources, (e.g. MS SQL Server, MS Access, Oracle, XML files, CSV files, text files, etc.);
c.
As of date of submission, the Proposed Personnel must have at least five (5) years of experience monitoring the performance of reports and taking corrective action to optimize or improve the performance of the reports when necessary;
d.
As of date of submission, the Proposed Personnel must have at least six (6) years of experience working with Microsoft products/tools such as SQL Server 2005/2008/2012, SQL Server Reporting Services, etc.;
e.
As of date of submission, the Proposed Personnel must have at least three (3) years of experience working with Oracle products/tools such as, Oracle databases, Reports, Discoverer, etc.;
f.
As of date of submission, the Proposed Personnel must have at least three (3) years of experience working with Crystal Reports in the areas of data warehousing, enterprise business data reporting, metadata registry, etc.;
g.
As of date of submission, the Proposed Personnel must have at least two (2) years of experience designing and implementing business intelligence (BI) reports using various BI reporting tools such as MS SSAS/SSRS, SAP Business Objects and/or NetWeaver BI, Oracle Enterprise BI Server, SAS Enterprise BI Server, IBM Cognos, etc.;
h.
As of date of submission, the Proposed Personnel must have understanding of Software Development Life Cycle (SDLC) processes and methodologies.
i.
As of date of submission, the Proposed Personnel must have experience producing the following documents: business reporting requirements, data requirements, reporting tool/platform architecture, reports specifications, test cases for reports testing, etc.; and,
j.
As of date of submission, the Proposed Personnel m ust have a four-year college degree (Bachelor) or higher in Computer Science, Computer Engineering, or related Engineering fields from a government accredited/sanctioned college or university.
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 5 of 11
Desirable Qualifications It is highly desirable for the proposed project person to have the following listed experience, knowledge, skills and abilities: a.
In-depth knowledge with various enterprise technologies and software products such as Business Intelligence, Data Mining, Enterprise Information Management, and ERP products (for example, SAP, PeopleSoft);
b.
Extensive knowledge of both Oracle/Java and SQL Server/MS.Net technologies and/or products;
c.
Experience working with legacy mainframe applications;
d.
Proven ability to work both in a team environment and independently;
e.
Excellent oral communication skill and technical writing skill;
f.
Ability to organize material, analyze a wide variety of facts and develop appropriate recommendations.
D. OFFER REQUIREMENTS AND INFORMATION 1.
Time Schedule CalSTRS will use its best efforts to adhere to the time schedule. However, CalSTRS reserves the right to amend the time schedule, as it deems necessary. Event
Date
Release of RFO
September 15, 2014
Written Question Submittal Due Date
September 23, 2014, 3:00 p.m. PT
Offer Due Date
October 13, 2014, 3:00 p.m. PT
Written Offer Comparisons
October 14, 2014
Estimated Start of Interviews
To be determined
Estimated Start Work Date
To be determined
2.
Submission of Written Questions Respondents shall notify CalSTRS immediately if clarification is needed regarding the information presented in this RFO, and shall submit their questions in writing to the CalSTRS Central Procurement Analyst via email at
[email protected], no later than the Submission of Written Questions due date and time. CalSTRS will answer all questions that were received by the due date without divulging the source of the query. Respondents that fail to report a known or suspected problem with the RFO or fail to seek clarification and/or correction of the RFO shall submit an Offer at their own risk.
3.
Offer Requirements To be eligible, an Offer must include the following listed attachments: a.
Attachment I, Information & Offer Sheet
b.
Attachment II, Skill Summary Sheet
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Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 6 of 11
c.
Attachment III, Business Reference Sheet One (1) Business Reference Sheet must be completed for each proposed project person. Business references should be able to verify the proposed project person’s experience, within the last ten (10) years.
d.
Personal Approach Sheet, Attachment IV Examples of Report Design/Development/Support Program Work Products A minimum of two (2) examples for each Proposed Personnel. Please limit each example to 20 pages. Examples must:
a.
4.
1)
Demonstrate experience in assisting a client with the development of a reporting architecture or framework; and
2)
Have been authored/created by the Proposed Personnel (if an example was authored/created by a team, the Proposed Personnel must be the primary author/creator).
e.
Proposed project person’s Resume
f.
Current California Multiple Award Schedule (CMAS) Agreement One (1) copy of the Respondent’s current complete/signed CMAS agreement and all supplements issued by the Department of General Services.
g.
Current General Services Administration (GSA) Agreement One (1) copy of the Respondent’s current GSA agreement pricing pages applicable to the Respondent’s CMAS contract, which includes the personnel classifications, hourly rates, and minimum qualifications.
Submission of Offer a. The Offer must be submitted via email to
[email protected] and received no later than the Offer due date and time specified on the cover page of this RFO. Late and incomplete Offers may be rejected. b.
It is the Respondent’s responsibility to respond with all data/information requested; provide data/information that is deemed adequate for CalSTRS to determine/verify the proposed project person’s ability to perform the tasks/activities defined in Exhibit A, Statement of Work; and submit all data/information in the Offer format described in Section D. Subsection 3. Offer Requirements.
c.
By submittal of an Offer, the Respondent declares that any proposed project person is in compliance with all experience, qualification, and education requirements stipulated in the CMAS and GSA agreements.
d.
This RFO and all Offers in response to this RFO will be made a part of the resulting contract file. All documents submitted in response to this RFO will become the property of the State of California and may be subject to review by or release to the public under the California Public Records Act, Government Code 6250 et seq.
e.
CalSTRS encourages Respondents to submit their Offers early.
f.
CalSTRS accepts no responsibility for any technical difficulties associated with the electronic transmission of any Offer.
g.
Costs for developing Offers and in anticipation of award of an agreement are entirely the responsibilities of the Respondents and shall not be charged to CalSTRS.
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 7 of 11
5.
h.
Respondents may modify their Offer, after its submission, by withdrawing their original Offer and resubmitting a new Offer prior to the submission due date. Offer modifications submitted in any other manner, oral or written, will not be considered. Respondents may withdraw their own Offer by submitting a written withdrawal request to the CalSTRS Central Procurement Analyst via email at
[email protected]. Respondents may thereafter submit a new Offer prior to the Offer due date.
i.
CalSTRS may modify the RFO prior to the Offer due date by issuing an addendum.
j.
Respondents are cautioned to not rely on CalSTRS to discover and report to the Respondent any defects or errors in the submitted documents. Respondents, before submitting their documents, should carefully proofread for errors and ensure adherence to the RFO requirements.
k.
CalSTRS reserves the right to reject all Offers. CalSTRS is not required to award an agreement.
Comparison Process a. Upon receipt, Offers will be checked for the presence or absence of required content. Incomplete Offers may be rejected. No assumptions will be made by CalSTRS regarding the intentions of the Respondent in submitting the Offer. b.
Offers and any subsequent presentations should be submitted with the most favorable terms the Respondent can offer.
c.
If CalSTRS is unable to execute an agreement with the highest scoring responsible Respondent, CalSTRS reserves the right to award the agreement to the next highest scoring responsible Respondent.
d.
Offers will be reviewed to determine best value using the following five (5) phases. PHASES 1 2 3
SATISFACTION OF MINIMUM QUALIFICATIONS WRITTEN OFFER COMPARISON COST COMPARISON
4
INTERVIEWS
5
REFERENCE CHECKS
Max Score Pass/Fail 75 75 100
Grand Total
250 Pass/Fail
1) The Respondent’s proposed project person will be reviewed to determine all of the minimum qualifications are met to CalSTRS satisfaction to be given further consideration. Failure to satisfy any of the minimum qualifications upon submittal of the Offer will result in the immediate rejection of the Offer. 2) Offers meeting the minimum qualifications will move to Phase 2, Written Offer Comparison, to be reviewed for expertise, education, and experience of the proposed project person in the criteria listed above by a team composed of at least two (2) CalSTRS employees. 3) In Phase 3, Cost Comparison, the hourly rates provided in the Respondent’s Attachment I, will be reviewed using the cost formula indicated below. The Offer with the lowest rate will receive the full 75 points. Lowest Proposed Cost x Maximum Number Points (75) = Respondent’s Score Respondent’s Cost
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 8 of 11
4) In Phase 4, highest scoring respondent(s) will be interviewed in person at the CalSTRS headquarter facility in West Sacramento, California. 5) In Phase 5, CalSTRS will conduct reference checks and negotiate rates with the top-ranked Respondent. 6.
Award If at any time during or at the conclusion of this RFO process CalSTRS determines that, in its opinion, the results of this process are unsatisfactory; CalSTRS reserves the right to discontinue this process and decline to award an agreement. If CalSTRS enters into an agreement, it will be with the Respondent having the highest score, subject to cost negotiations, and satisfying all the requirements for this RFO.
7.
Payment Structure The payment structure for activities performed under Exhibit A, Statement of Work, is: Deliverables Based Hourly Invoices shall be submitted in triplicate not more frequently than monthly in arrears. Invoice(s) must include: 1) Purchase Order Number, 2) Contractor’s name, address and telephone number, 3) total amount of invoice, 4) copies of the Contractor’s weekly status reports that cover the invoice dates, and 5) a copy of the timesheet approved/signed by the CalSTRS Contract Manager that covers the invoice dates.
8.
Services or Procurement Resulting from Agreement No person, firm, or subsidiary thereof awarded an agreement resulting from this RFO may submit a bid for, nor be awarded a contract for, the provision of services, procurement of goods or supplies, or any other related action which is required, suggested, or otherwise deemed appropriate in the end product of an agreement resulting from this RFO. (PCC§10365.5).
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 9 of 11
EXHIBIT A STATEMENT OF WORK
Scope of Work The Reports Developer (Contractor) will ensure the timely creation of reports to meet various business needs as well as assist in defining processes, standards and best practices in reports development. The Contractor is also responsible for helping CalSTRS establish an enterprise reporting framework that aligns with other areas of the overall enterprise architecture. All work must be performed onsite at the CalSTRS headquarter facility in West Sacramento, CA. During this engagement, the Contractor reports directly to CalSTRS Chief Technology Officer (CTO) or designee(s), and may be assigned to one or more teams, programs or projects during the total service period. Contractor shall perform all of the following tasks and deliverables:
1. Management of Reports Requirements and Reports Specifications; •
Review business requirements documentation to understand reporting needs/requirements with respect to business goals and objectives;
•
Collaborate with both business and IT SMEs to collect, verify, develop, and document applicable reports requirements;
•
Analyze, evaluate, make changes, and keep up to date all reports requirements and reports specifications; and
•
Review, update, and provide written comments on all reporting related documentation.
Expected Deliverable(s)
1. Monthly written report detailing tasks completed, recommendations made on changes to test requirements, test specifications, and details of any reviews and/or written comments on applicable technical documents.
2. Develop, review, update, and provide all applicable reports requirements documents and reports specification documents, as well as other applicable reporting analysis documentation using CalSTRS documentation templates.
2.
Enterprise Reporting Framework and Reporting Platform Architecture Improvements; •
Collaborate with other CalSTRS teams and designated SMEs to suggest and make improvements to enterprise reporting framework and platform architecture and properly document/refine all applicable technical specification.
•
Lead and/or assist in developing a set of standards, processes, and best practices in the use of MS SSRS and Crystal Reports for reports creation.
Expected Deliverable(s)
1. Monthly updates of status reports detailing major technical activities, task status, schedule status, issues, and risks and mitigations.
2. Develop, review, update, and provide enterprise reporting framework and platform architecture documentation as well as other applicable technical documentation using CalSTRS documentation templates.
3.
Enterprise Reporting Standards and Processes Oversight and Support; •
Work with various CalSTRS teams to ensure enterprise reporting standards and processes are followed;
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 10 of 11
•
Review reporting processes and procedures to verify its conformance to the enterprise reporting standards and best practices; and
•
Provide guidance and support to other CalSTRS teams; explaining reporting standards, processes, and best practices to various stakeholders.
Expected Deliverable(s)
1. Monthly updates of status reports detailing major technical activities, task status, schedule status, issues, and risks and mitigations.
4.
Enterprise Reports Design, Development & Support; •
Collaborate with various projects and/or units to fulfill their reporting needs.
•
Design and develop reports as required by various projects.
•
Provide production support by responding to issues, alerts, business and IT inquiries that are related to reports;
•
Work with staff and vendors to troubleshoot issues, implement patches, and/or upgrades as required to ensure the optimal performance and function of the reporting tool/platform;
Expected Deliverable(s)
1. Monthly updates of status reports detailing design, development and production M&O support activities, project support tasks & status, production issues and their corresponding resolutions.
5.
Technical Knowledge Transfer; •
Conduct fifty-two (52) one-hour informal knowledge transfer sessions;
•
Conduct twelve (12) one-hour formal knowledge transfer sessions;
•
Support CalSTRS staff at meetings, via email or personal inquiries; and
•
Incorporate information into technical requirements and analysis artifacts.
Expected Deliverable(s)
1. Monthly updates of status report on informal knowledge transfer sessions provided during the preceding month, which shall include attendees, and any action items.
2. Written report of formal knowledge transfer sessions to include attendees, time and date, and any action items. 6.
Status Reporting(s); •
Update Monthly Engagement Status;
•
Develop and present technical findings for schedule, resources, issues, risks and mitigations during the monthly status review;
•
Monthly status report, to include, but not be limited to all of the following: •
Meetings attended, presentations delivered, and completed assignments;
•
Activities planned for the coming month; and
•
Observations and recommendations.
Expected Deliverable(s)
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State of California
Bid 5000000202
Request for Offer # 5000000202 Technology Services Reports Developer Page 11 of 11
1.
7.
Written monthly report, due five working days after the start of the next month, detailing project status; (i.e. technical findings for schedule, resources, issues, risks, monthly activities, meetings attended, and plans for the coming month).
Final Report Upon completion of the contract, Contractor shall submit a Final Report to the CalSTRS to include, but is not limited to, project activities, accomplishments, budget summary, lessons learned, and suggestions/recommendations for developing and/or improving ongoing maintenance and support. The Final Report shall summarize all activities, tasks, results, anomalies, and dispositions. Expected Deliverable(s) 1.
Final report using CalSTRS template.
Transfer of knowledge to appropriate CalSTRS employees is required. Completion Criteria Deliverables/tasks will include all work assignments identified to be completed. Deliverables/tasks are considered complete after a quality assurance process is completed and approved by designated reviewers. Performance and timeliness of all deliverables/tasks will be monitored via the submission of weekly status reports and meetings. Status and actual hours will be reported on a weekly basis for the deliverables/tasks assigned. Each deliverable/task will be tracked via the appropriate program/project schedule and budget to monitor progress toward the completion of the deliverables/tasks and milestones. Security and Confidentiality CalSTRS Human Resources Office shall conduct a background investigation on any contractor personnel that will have access to confidential information. CalSTRS will issue a badge for physical security to the appropriate CalSTRS work areas. The CalSTRS Contract Manager will identify the data access requirements for access to system data and coordinate with appropriate channels to ensure the proper access is assigned and reviewed periodically for update as necessary. Access rights will be monitored and concerns of improper data access will be brought to the attention of the CalSTRS Contract Manager.
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State of California
Bid 5000000202
Request for Offer [5000000202] Technology Services Reports Developer Page 1 of 1
ATTACHMENT I Proposer Information and Offer Sheet Proposer (Vendor) Name Street Address City, State, Zip Code CMAS & Small Business / DVBE Certification CMAS Number CMAS Term Dates Certified Small Business Enterprise Yes or No. If Yes, provide number.
Certified Disabled Veteran Business Enterprise Yes or No. If Yes, provide number.
Proposer Contact Name Title Office Telephone # (Include area code) Cell Telephone # (Include area code) FAX # (Include area code) Email Address Authorized Contract Signor Name Title Office Telephone # (Include area code) Cell Telephone # (Include area code) FAX # (Include area code) Email Address
Proposed Personnel Name CMAS Classification CMAS Hourly Rate Proposer Offer Hourly Rate
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Bid 5000000202
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ATTACHMENT II Proposed Personnel Skill Summary Sheet This sheet must be completed by the Proposed Personnel.
Proposing Firm Name Proposed Personnel Name The Proposed Personnel must meet the following minimum qualification(s) to CalSTRS satisfaction to be given further consideration. Failure to satisfy any of the minimum qualifications upon submittal of the response may result in the immediate rejection of the response.
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
a. As of date of submission, the Proposed Personnel must have at least eight (8) years of experience working as a reports developer creating and fine tuning SQL reports from data stored in various relational databases. Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
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Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 2 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
b. As of date of submission, the Proposed Personnel must have at least eight (8) years of experience developing complex SQL queries; developing detailed SQL reporting specifications; aggregating, analyzing, validating, and/or reconciling data from heterogeneous data sources, (e.g. MS SQL Server, MS Access, Oracle, XML files, CSV files, text files, etc.). Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
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Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 3 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
c. As of date of submission, the Proposed Personnel must have at least five (5) years of experience monitoring the performance of reports and taking corrective action to optimize or improve the performance of the reports when necessary. Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
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Request for Offer 5000000202 Technology Services Reports Developer Page 4 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
d. As of date of submission, the Proposed Personnel must have at least six (6) years of experience working with Microsoft products/tools such as SQL Server 2005/2008/2012, SQL Server Reporting Services, etc. Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
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Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 5 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
e. As of date of submission, the Proposed Personnel must have at least three (3) years of experience working with Oracle products/tools such as, Oracle databases, Reports, Discoverer, etc. Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
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State of California
Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 6 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
f. As of date of submission, the Proposed Personnel must have at least three (3) years of experience working with Crystal Reports in the areas of data warehousing, enterprise business data reporting, metadata registry, etc. Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
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State of California
Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 7 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
g. As of date of submission, the Proposed Personnel must have at least two (2) years of experience designing and implementing business intelligence (BI) reports using various BI reporting tools such as MS SSAS/SSRS, SAP Business Objects and/or NetWeaver BI, Oracle Enterprise BI Server, SAS Enterprise BI Server, IBM Cognos, etc. Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
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Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 8 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
h. As of date of submission, the Proposed Personnel must have understanding of Software Development Life Cycle (SDLC) processes and methodologies.
Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
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State of California
Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 9 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
i. As of date of submission, the Proposed Personnel must have experience producing the following documents: business reporting requirements, data requirements, reporting tool/platform architecture, reports specifications, test cases for reports testing, etc. Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
Our Mission: Securing the Financial Future and Sustaining the Trust of California’s Educators 9/15/2014 1:47 PM
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State of California
Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 10 of 12
TECHNICAL QUALIFICATIONS
YES / NO
NUMBER OF YEARS
j. As of date of submission, the Proposed Personnel must have a four-year college degree (Bachelor) or higher in Computer Science, Computer Engineering, or related Engineering fields from a government accredited/sanctioned college or university. Do you meet the above minimum qualification(s)? Please give us a detailed description (including dates and work locations) of specific work experience that meets the minimum qualification(s). Description
Our Mission: Securing the Financial Future and Sustaining the Trust of California’s Educators 9/15/2014 1:47 PM
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State of California
Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 11 of 12
For each desirable experience, knowledge, skill, and/or ability, give a brief description (including dates and work locations) of specific work experience that meets/exceeds the criteria and demonstrates the number of YEARS entered. DESCRIPTION and YEARS entered must clearly map back to specific employment history listed on the Proposed Personnel’s resume.
DESIRABLE QUALIFICATIONS
NUMBER OF YEARS
a. In-depth knowledge with various enterprise technologies and software products such as Business Intelligence, Data Mining, Enterprise Information Management, and ERP products (for example, SAP, PeopleSoft). Description
b. Extensive knowledge of both Oracle/Java and SQL Server/MS.Net technologies and/or products. Description
c. Experience working with legacy mainframe applications Description
d. Proven ability to work both in a team environment and independently. Description
e. Excellent oral communication skill and technical writing skill. Description
Our Mission: Securing the Financial Future and Sustaining the Trust of California’s Educators 9/15/2014 1:47 PM
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State of California
Bid 5000000202
Request for Offer 5000000202 Technology Services Reports Developer Page 12 of 12
For each desirable experience, knowledge, skill, and/or ability, give a brief description (including dates and work locations) of specific work experience that meets/exceeds the criteria and demonstrates the number of YEARS entered. DESCRIPTION and YEARS entered must clearly map back to specific employment history listed on the Proposed Personnel’s resume.
DESIRABLE QUALIFICATIONS
NUMBER OF YEARS
f. Ability to organize material, analyze a wide variety of facts and develop appropriate recommendations Description
Our Mission: Securing the Financial Future and Sustaining the Trust of California’s Educators 9/15/2014 1:47 PM
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State of California
Bid 5000000202
Request for Offer [5000000202] Technology Services Reports Developer Page 1 of 1
ATTACHMENT III Business Reference Sheet This sheet must be completed by the Proposed Personnel. CalSTRS reserves the right to: • Contact any person provided as a company/agency reference on this form • Conduct reference checks beyond the information provided on this form Proposer’s Name Proposed Personnel Name
Reference 1 Name of Company/Agency Company/Agency City, State Contact Person (Name and Title) Contact Telephone # (Include area code) Contact Email Address Dates of Service Reference 2 Name of Company/Agency Company/Agency City, State Contact Person (Name and Title) Contact Telephone # (Include area code) Contact Email Address Dates of Service Reference 3 Name of Company/Agency Company/Agency City, State Contact Person (Name and Title) Contact Telephone # (Include area code) Contact Email Address Dates of Service
Our Mission: Securing the Financial Future and Sustaining the Trust of California’s Educators 9/15/2014 1:47 PM
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State of California
Bid 5000000202
Request for Offer [5000000202] Technology Services Reports Developer Page 1 of 1
ATTACHMENT IV Personal Approach Sheet This sheet must be completed by the Proposed Personnel.
Vendor Name Proposed Personnel Name Table 1 Describe your methodology and approach to complete the services identified in the RFO [5000000202] Statement of Work. Include how you plan to provide the services, your needs to complete the services, your assumptions, and your constraints. Also include any industry practices and standards that will be followed. The content of Table 1 may be a maximum of two (2) pages. Table 1 – Methodology and Approach Description
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State of California
Question and Answers for Bid #5000000202 - Reports Developer
Bid 5000000202
5
OVERALL BID QUESTIONS There are no questions associated with this bid. If you would like to submit a question, please click on the "Create New Question" button below.
Question Deadline: Sep 23, 2014 3:00:00 PM PDT
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