Solicitation 5000000320 KTM and File Net Developer


Solicitation 5000000320 KTM and File Net Developer...

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State of California

Bid 5000000320

5

Solicitation 5000000320

KTM and File Net Developer

Bid designation: Public

State of California

6 12/17/2014 10:42 AM

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State of California

Bid 5000000320

5

Bid 5000000320 KTM and File Net Developer Bid Number   

5000000320

Bid Title   

KTM and File Net Developer

Expected Expenditure    $1.00 (This price is expected - not guaranteed) Bid Start Date

Dec 17, 2014 9:42:42 AM PST

Bid End Date

Dec 31, 2014 3:00:00 PM PST

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 California State Teachers' Retirement System (CalSTRS) Technology Services (TS) Branch is seeking to temporarily fill the position for a KTM/File Net Developer in the Electronic Content Management Services (ECMS) team, to meet requirements related to Kofax Transformation Module (KTM) 6.0 advanced equipment capture, FileNet P8 5.2 workflow development and other development activities needed by collaborating with the ECMS team. The total service period maybe up to twelve (12) months with an option to extend up to twenty-four (24) additional months, with an estimated 150 work hours per month.

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State of California

Bid 5000000320

CALIFORNIA STATE TEACHERS’ RETIREMENT SYSTEM

Technology Services California Multiple Award Schedule (CMAS) Agreement for KTM and FileNet Developer

REQUEST FOR OFFER # 5000000320 OFFER DUE DATE December 31, 2014 @ 3:00 PM Avegale Cajucom-Guerrero, Central Procurement Analyst California State Teachers’ Retirement Systems 100 Waterfront Place, Mail Stop #30 West Sacramento, CA 95605 [email protected]

December 15, 2014

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State of California

Bid 5000000320

Request for Offer # 5000000320 Technology Services KTM/FileNet Developer Page 2 of 9

REQUEST FOR OFFER

December 15, 2014 You are invited to review and respond to the California State Teachers’ Retirement System (CalSTRS), Request for Offer (RFO), entitled KTM and FileNet 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 December 31, 2014 at 3:00 PM Pacific Time (PT). Offers received after the specified date and time may be rejected. You may request clarification of the content of this RFO via email to: Avegale Cajucom-Guerrero, Central Procurement Analyst [email protected]

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 5000000320

Request for Offer # 5000000320 Technology Services KTM/FileNet Developer Page 3 of 9

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 the KTM/FileNet Developer position is to temporarily augment skills in the Electronic Content Management Services (ECMS) team, to meet requirements related to Kofax Transformation Module (KTM) 6.0 advanced document capture, FileNet P8 5.2 workflow development and other development activities as needed by collaborating with the ECMS team, Internal CalSTRS customers and third party vendor if needed to ensure that project deliverables and artifacts that meet CalSTRS’ quality expectations are attained in a timely manner. The CalSTRS ECMS includes but is not limited to the CalSTRS Imaging System (Member File, Corporate File, Work queues and Reports), Disability’s DSD and Survivor Benefits’ Tracking Systems, and document capture, utilizing IBM FileNet, Kofax Capture and SQL server technologies. 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. All work must be performed on-site at the CalSTRS headquarter facility in West Sacramento, CA. The selected Vendor/contract Project Person is responsible for any travel costs that they may incur while providing the services identified in the Statement of Work. The total service period may be up to twelve (12) months with an option to extend up to 24 additional months, with an estimated 150 work hours per month. The proposed project person selected as a result of this RFO will be assigned to work directly with the ECMS Team and may also be assigned to other teams/programs/projects during the total service period. 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, 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. CalSTRS, with a portfolio valued $186.4 billion as of September 30, 2014, is the largest educator-only pension fund in the United States. CalSTRS administers a hybrid retirement system, consisting of traditional defined benefit, cash balance and voluntary defined contribution plans. CalSTRS also provides disability and survivor benefits. CalSTRS serves California’s 868,000 public school educators and their families from the state’s 1,600 school districts, county offices of education and community college districts. CalSTRS Electronic Content Management System (ECMS) also known as the CalSTRS Imaging System has been in use since 2004 and is utilized as a single repository for all of CalSTRS’ member and corporate business records, defined as paper, email, voicemail, electronic media, used to support business processes. The system acquires, classifies, archives, and provides business process workflow for documents relating to members, and corporate business activity (i.e., support of records not related to a member, yet used internally throughout the organization). ECMS team is responsible for providing third level support for all incidents, changes and information requests, and all enhancements and upgrades for the system. 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 5000000320

Request for Offer # 5000000320 Technology Services KTM/FileNet Developer Page 4 of 9

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 the final submission date, the firm must hold a current Information Technology California Multiple Award Schedule (CMAS) agreement with the Department of General Services.

b. As of the final submission date, the firm must submit all data/information and attachments requested in the offer format described in Section D.2 Offer Requirements.

Minimum Technical Qualifications 1.

As of the final submission date, the Proposed Project Person must have at least three (3) years of working experience and knowledge of Kofax Transformation Module (KTM) and Kofax Capture preferably with latest versions. a. Set up of KTM Document classification and data extraction b. Set up and optimization of KTM batch classes

2.

As of the final submission date, the Proposed Project Person must have at least three (3) years of working experience with preferably the latest version of IBM FileNet P8 Content Manager and Business Process Manager to model/develop diagrams of business processes and workflows in collaboration with users: a. Lead the interaction with users during Workflow construction b. Implement Workflows using FileNet Process Engine and eForms

3.

As of the final submission date, the Proposed Project Person must have at least three (3) years of working experience with formal systems implementation best practices, i.e. SDLC, Unified Modeling Language (UML).

4.

As of the final submission date, the Proposed Project Person must have at least two (2) years of working experience as a business/system analyst producing business analysis deliverables such as: a. Business requirements and business rules b. Use cases, functional requirements and/or functional specifications c. Business process/workflow diagrams d. Requirements traceability matrices

Desirable Qualifications It is highly desirable for the proposed personal to have the following listed experience, knowledge, skills, and abilities: 1.

At least three (3) years of working knowledge of SQL Server administration, SQL data definition language (DDL) and data manipulation language (DML) in SQL Server 2000/2005/2008/2012 environments.

2.

At least three (3) years of professional experience in Enterprise Content Management System.

3.

At least three (3) years of experience in application development using Microsoft .Net.

4.

Understanding and experience with records management, including experience working with Electronic Records Management technologies and information classification schemes including their development, implementation, and maintenance.

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State of California

Bid 5000000320

Request for Offer # 5000000320 Technology Services KTM/FileNet Developer Page 5 of 9

5.

Experience with enterprise deployments in business environments of 1,000-3,000 employees.

6.

Knowledge and experience with Windows network and storage environments.

7.

Experience in coordinating with development team, project management team to resolve issues faster.

8.

Hands on experience troubleshooting enterprise application related issues in Microsoft Server environments.

9.

Configuring Internet Information Services (IIS) hosted applications.

10. Experience in development of web services. 11. Knowledge of Service Oriented Architecture (SOA). 12. Bachelor or advanced degree in Computer Science, Computer Engineering, or related fields from an accredited or government sanctioned college/university.

D. OFFER REQUIREMENTS AND INFORMATION 1.

2.

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

December 15, 2014

Offer Due Date

December 31, 2014 @ 3:00 PM (PT)

Written Offer Comparisons

January 2, 2015

Estimated Start of Interviews

To be determined

Estimated Start Work Date

To be determined

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

c.

Attachment III, Business Reference Sheet One (1) Business Reference Sheet must be completed for the proposed project person. Business references should be able to verify the proposed project person’s experience, within the last three (3) years.

d.

Proposed Project Person’s Resume

e.

Current California Multiple Award Schedule (CMAS) Agreement

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State of California

Bid 5000000320

Request for Offer # 5000000320 Technology Services KTM/FileNet Developer Page 6 of 9

One (1) copy of the Respondent’s current complete/signed CMAS agreement and all supplements issued by the Department of General Services. f.

3.

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 2. 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.

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.

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State of California

Bid 5000000320

Request for Offer # 5000000320 Technology Services KTM/FileNet Developer Page 7 of 9

4.

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 4 5

SATISFACTION OF MINIMUM QUALIFICATIONS WRITTEN OFFER COMPARISON COST COMPARISON INTERVIEWS TOTAL SCORE REFERENCE CHECKS/ COST NEGOTIATIONS

Pass/Fail 75 75 100 250 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 allotment of points. Lowest Proposed Cost x Maximum Number Points (75) = Respondent’s Score Respondent’s Cost 4) In Phase 4, top-ranked Respondents may be offered an interview. 5) In Phase 5, CalSTRS will conduct reference checks and negotiate rates with the top-ranked Respondent. 5.

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.

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State of California

Bid 5000000320

Request for Offer # 5000000320 Technology Services KTM/FileNet Developer Page 8 of 9

6.

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.

7.

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 5000000320

Request for Offer # 5000000320 Technology Services KTM/FileNet Developer Page 9 of 9

STATEMENT OF WORK The KTM/FileNet Developer reports directly to the ECMS Manager, or designee, in Technology Services (TS) Branch and may be assigned to one or more teams, programs, or projects during the services period. The KTM/FileNet Developer shall perform the following tasks under this agreement: • • • • • • • • • • • • • • • • • • •

Participate in KTM design and architecture sessions Provide recommendations on KTM enabled batch classes, project organization, and physical document layout for optimal data extraction Under general direction, formulate and define system scope and objectives Participate in Workflow requirements sessions and design Workflows using IBM FileNet Business Process Manager (BPM) Follow the full system development lifecycle methodology in developing quality solutions to meet customer needs Work at high technical level on all phases of application system analysis and programming activity Work with customers to identify and document business requirements Perform analysis to determine system and performance impact Perform analysis of system requirements, workflow, and user interface specifications in order to code and/or configure selected system modules Develop design specifications for object model, security model, workflows, customizations, and development, as well as preparation of test plans and scripts Construct code to meet external and internal specifications Conduct unit and system integration testing Prepare release documents Develop technical design documents, technical specifications, and diagrams. Write technical design documents Participate in quality assurance peer reviews of business requirements, business and technical specifications, test documentation and code Troubleshoot technical issues May be responsible for completion of a phase of a program/project May be responsible for leading a team of developers

Transfer of knowledge to appropriate State employees is a requirement of this contract. 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 the 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 5000000320

Request for Offer 5000000320 Technology Services KTM/File Net Developer Page 1 of 1

ATTACHMENT I Information and Offer Sheet

Firm Firm 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 DGS certification number.

Certified Disabled Veteran Business Enterprise (Yes or No) If Yes, provide DGS certification number.

Administrative Contact Name Title Office Telephone # (Include area code) Cell Telephone # (Include area code) FAX # (Include area code) Email Address Authorized Signer Name Title Office Telephone # (Include area code) Cell Telephone # (Include area code) FAX # (Include area code) Email Address Proposed Project Person Name of Proposed Project Person CMAS (GSA) Classification CMAS (GSA) Hourly Rate Discount Hourly Rate Offered

$ $

/hr /hr

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State of California

Bid 5000000320

Request for Offer 5000000320 Technology Services KTM/File Net Developer Page 1 of 5

ATTACHMENT II Proposed Project Person Skill Summary Sheet

Firm Name Proposed Project Person Name Proposed Project Person must meet the following minimum qualification 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. MINIMUM QUALIFICATION 1.

YES / NO

As of the final submission date, the Proposed Project Person must have at least three (3) years of working experience and knowledge of Kofax Transformation Module (KTM) and Kofax Capture preferably with latest versions. a. b.

Set up of KTM Document classification and data extraction Set up and optimization of KTM batch classes

Do you meet the above minimum qualification? Please give us a detailed description (including dates and locations) of specific work experience that meets the minimum qualification. Description

2.

As of the final submission date, the Proposed Project Person must have at least three (3) years of working experience with preferably the latest version of IBM FileNet P8 Content Manager and Business Process Manager to model/develop diagrams of business processes and workflows in collaboration with users: a. b.

Lead the interaction with users during Workflow construction Implement Workflows using FileNet Process Engine and eForms

Do you meet the above minimum qualification? Please give us a detailed description (including dates and locations) of specific work experience that meets the minimum qualification. Description

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State of California

Bid 5000000320

Request for Offer 5000000320 Technology Services KTM/File Net Developer Page 2 of 5

3.

As of the final submission date, the Proposed Project Person must have at least three (3) years of working experience with formal systems implementation best practices, i.e. SDLC, Unified Modeling Language (UML).

Do you meet the above minimum qualification? Please give us a detailed description (including dates and locations) of specific work experience that meets the minimum qualification. Description

4.

As of the final submission date, the Proposed Project Person must have at least two (2) years of working experience as a business/system analyst producing business analysis deliverables such as: a. b. c. d.

Business requirements and business rules Use cases, functional requirements and/or functional specifications Business process/workflow diagrams Requirements traceability matrices

Do you meet the above minimum qualification? Please give us a detailed description (including dates and locations) of specific work experience that meets the minimum qualification. Description

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State of California

Bid 5000000320

Request for Offer 5000000320 Technology Services KTM/File Net Developer Page 3 of 5

For each DESIRABLE QUALIFICATION give a brief description (including dates and locations) of specific work experience that meets/exceeds the skill criteria and demonstrates the number of YEARS entered. EXPERIENCE, KNOWLEDGE, SKILL, ABILITY descriptions and YEARS entered must clearly map back to specific employment history listed on your resume. YEARS 1.

At least three (3) year experience of working knowledge of SQL Server administration, SQL data definition language (DDL) and data manipulation language (DML) in SQL Server 2000/2005/2008/2012 environments.

Description

2.

At least three (3) years of professional experience in Enterprise Content Management System.

Description

3.

At least three (3) years of experience in application development using Microsoft .Net.

Description

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State of California

Bid 5000000320

Request for Offer 5000000320 Technology Services KTM/File Net Developer Page 4 of 5

4.

Understanding and experience with records management, including experience working with Electronic Records Management technologies and information classification schemes including their development, implementation, and maintenance.

Description

5.

Experience with enterprise deployments in business environments of 1,000-3,000 employees.

Description

6.

Knowledge and experience with Windows network and storage environments.

Description

7.

Experience in coordinating with development team, project management team to resolve issues faster.

Description

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State of California

Bid 5000000320

Request for Offer 5000000320 Technology Services KTM/File Net Developer Page 5 of 5

8.

Hands on experience troubleshooting enterprise application related issues in Microsoft Server environments.

Description

9.

Experience in configuring Internet Information Services (IIS) hosted applications.

Description

10. Experience in development of web services. Description

11. Knowledge of Service Oriented Architecture (SOA). Description

12. Bachelor or advanced degree in Computer Science, Computer Engineering, or related fields from an accredited or government sanctioned college/university. Description

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State of California

Bid 5000000320

Request for Offer 5000000320 Technology Services KTM/File Net Developer Page 1 of 1

ATTACHMENT III Proposed Project Person Business Reference Sheet

Firm Name Proposed Project Person 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

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State of California

Bid 5000000320

Question and Answers for Bid #5000000320 - KTM and File Net Developer

5

OVERALL BID QUESTIONS There are no questions associated with this bid.   

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