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Policy & Administration

Tririga 9i/Momentum(CAFM) Configuration, Customization, and Implementation Services

Update December 21, 2012

Vendor Selection:
The final point scores for this RFP are:

  • 83.27 Pts - BRG (Business Resource Group)
  • 77.34 Points – eCIFM Solutions, Inc.

Calculation of Price Points and Final Scores, along with copies of the Price Proposals
can be found in the following document:


The Office of Court Construction and Management and the Administrative Office of the Courts
wishes to thank all of the parties that participated in this procurement.”

Update: December 20, 2012

Weighted Scores for Technical Proposals:

Weight

20

10

20

50

100

 

Candidate Number

Company

Firm Experience

Team Composition

Methodology

Total Price

Total Weighted Score

Current Rank

1

Business Resource Group

13.00

6.00

17.27

0.0

36.27

1

2

eCIFM Solutions

12.67

6.67

8.00

0.0

27.33

2

Revised RFP Schedule:

AOC publishes scores without price

12/20/2012

AOC conducts public opening of price proposals
Parties wishing to attend the Public Opening are requested to contact John McGlynn at john.mcglynn@jud.ca.gov  or present themselves in person in the lobby of the 6th floor reception area at 455 Golden Gate Ave, San Francisco, CA 94102 at 1:45 PM. The opening will occur promptly at 2 PM.

12/21/2012
2:00 PM

AOC evaluates price proposals and combines with previous scores

12/21/2012

AOC publishes combined scores including price evaluation (i.e. Notice of Intent to Award)

12/21/2012

Contract Draft sent to awarded Proposer

12/27/2012

Planned Signing - Final contract with selected vendor (estimated)

1/10/2013

RFP Number:  OCCM-2011-19-JMG  Date Published: Feb 3, 2012

Request for proposals - tririga 9i/momentum(CAFM) Configuration, customization, and implementation Services

The Administrative Office of the Courts, Office of Court Construction and Management seeks to identify and select an experienced Service Provider to provide Software Integration Services

RFP Schedule Update: December 19, 2012

Evaluation of the Technical Proposals by the AOC is taking longer than expected.

A new RFP Schedule will be posted to this Website within the next 2 days.

The AOC still hopes to complete its evaluation of the Technical Proposals and public opening of the Price Proposals before the end of this week.

Please continue to monitor this site for further information.

Update December 10, 2012

Revisions to Legal Agreement – Changes are Shown in Redline

PLEASE USE THIS VERSION OF THE LEGAL AGREEMENT WHEN YOU SUBMIT COMMENTS IN YOUR PROPOSAL

Update December 3, 2012

Revised RFP Schedule:

Drafts of Due Diligence Materials (Which consist solely of the following documents)
CAFM System Upgrade Business Requirements Document
CAFM System Upgrade Project Schedule
Are due to Tirence McCoy of AOC

11/2/2012

AOC (Tirence McCoy) and vendors modify submitted Due Diligence Materials to reach final versions acceptable to AOC.

11/02/2012
through
11/29/2012

Last date for submission of questions regarding the format of Proposals

11/16/2012

Submission of final agreed to versions of Due Diligence Materials to the AOC

12/4/2012

Proposal Resubmission:
Vendors submit Proposals to AOC in format specified in the RFP
Proposal Resubmission:
Vendors submit Proposals to AOC in format specified in the RFP

12/12/2012

AOC completes evaluation of Proposals except for price proposals

12/14/2012

AOC publishes scores without price

12/18/2012

AOC conducts public opening of price proposals

12/18/2012

AOC evaluates price proposals and combines with previous scores

12/18/2012

AOC publishes combined scores including price evaluation (i.e. Notice of Intent to Award)

12/18/2012

Contract Draft sent to awarded Proposer

12/21/2012

Planned Signing - Final contract with selected vendor (estimated)

1/4/2013

Update November 26, 2012

The Statement of Work, which is attached to the RFP as Attachment 4, has been altered.

Changes are shown in redline and strikeout:

Revised Statement of Work:


A revised RFP Schedule is expected in the near future.

Update November 1, 2012

    Revised RFP



    Revised CAFM RFP Requirements Form

    The form previously posted as the CAFM RFP Requirements Form inadvertently contained two extra tabs, entitled "Deliverables" and "Sheet 3."

    The AOC is not requesting the submission of any Deliverables as part of the Proposals. Here is the reposted form, identical in all respects except for elimination of the Deliverables and Sheet 3 tabs.



    Revised RFP Project Events and Schedule:

    Event Dates *

    Vendor conference

    8/23/2012

    AOC publishes to website:

    1. Modified RFP (Includes new format for price proposals)
    2. Formats for resubmission of Due Diligence deliverables (requirements document, project schedule, team composition)
    3. Legal Agreement to be used for the contract

    08/23/2012

    Vendors submit requests for clarifications, modifications or questions regarding modified RFP (not regarding Legal Agreement)

    9/7/2012

    Vendors separately provide estimates of time necessary with AOC SMEs for that vendor to come to agreement with AOC on modified Due Diligence submissions in new published formats

    9/11/12

    Clarifications, modifications and/or answers to questions posted on the California Courts website

    9/18/12

    AOC updates RFP schedule to reflect the additional Due Diligence time, if applicable

    9/25/2012

    Additional Due Diligence activities (estimated)

    10/25/2012

    AOC publishes modifications to the Statement of Work

    Any time during Due Diligence Period

    Drafts of Due Diligence Materials (Which consist solely of the following documents)
    CAFM System Upgrade Business Requirements Document
    CAFM System Upgrade Project Schedule
    Are due to Tirence McCoy of AOC

    11/02/2012

    AOC (Tirence McCoy) and vendors modify submitted Due Diligence Materials to reach final versions acceptable to AOC.

    11/02/2012
    through
    11/15/2012

    Submission of final agreed to versions of Due Diligence Materials to the AOC

    11/16/2012

    Last date for submission of questions regarding the format of Proposals

    11/16/2012

    Proposal Resubmission:
    Vendors submit Proposals to AOC in format specified in the RFP

    11/21/2012

    AOC completes evaluation of Proposals except for price proposals

    11/29/2012

    AOC publishes scores without price

    11/29/2012

    AOC conducts public opening of price proposals

    11/30/2012

    AOC evaluates price proposals and combines with previous scores

    11/30/2012

    AOC publishes combined scores including price evaluation (i.e. Notice of Intent to Award)

    11/302012

    Contract Draft sent to awarded Proposer

    12/05/2012

    Planned Signing - Final contract with selected vendor (estimated)

    12/19/2012


    Update September 18, 2012

      Questions and Answers:



    Update September 4, 2012

    Revised RFP Project Events and Schedule:

    Event

    Dates *

    Vendor conference

    8/23/2012

    AOC publishes to website:

    1. Modified RFP (Includes new format for price proposals)
    2. Formats for resubmission of Due Diligence deliverables (requirements document, project schedule, team composition)
    3. Legal Agreement to be used for the contract

    08/23/2012

    Vendors submit requests for clarifications, modifications or questions regarding modified RFP (not regarding Legal Agreement)

    9/7/2012

    Vendors separately provide estimates of time necessary with AOC SMEs for that vendor to come to agreement with AOC on modified Due Diligence submissions in new published formats

    9/11/12

    Clarifications, modifications and/or answers to questions posted on the California Courts website

    9/18/12

    AOC updates RFP schedule to reflect the additional Due Diligence time, if applicable

    9/25/2012

    Additional Due Diligence activities (estimated)

    10/25/2012

    AOC publishes modifications to the Statement of Work

    Any time during Due Diligence Period

    Proposal Resubmission:
    Vendors submit updated and already agreed to Due Diligence deliverables (requirements and project schedule, team composition, and price) and requested changes to Legal Agreement.

    11/1/2012

    AOC completes evaluation of Proposals except for price proposals

    11/8/2012

    AOC publishes scores without price

    11/9/2012

    AOC conducts public opening of price proposals

    11/12/2012

    AOC evaluates price proposals and combines with previous scores

    11/13/2012

    AOC publishes combined scores including price evaluation (i.e. Notice of Intent to Award)

    11/14/2012

    Planned Signing - Final contract with selected vendor (estimated)

    11/28/2012

      Update August 23, 2012

      Revised RFP:


      Legal Agreement:


      Forms:

      Form for Submission of Questions: DOC

      CAFM RFP Project Plan and Schedule form: XLS

      CAFM RFP Requirements Form: XLS

      Payee Data Form: PDF

      Price Proposal Submission Form: DOC 

      Project Team Composition Form: DOC

      DVBE Participation Form: DOC

      Revised RFP Project Events and Schedule:

      Event

      Dates *

      Vendor conference

      8/23/2012

      AOC publishes to website:

      1. Modified RFP (Includes new format for price proposals)
      2. Formats for resubmission of Due Diligence deliverables (requirements document, project schedule, team composition)
      3. Legal Agreement to be used for the contract

      08/23/2012

      Vendors submit requests for clarifications, modifications or questions regarding modified RFP (not regarding Legal Agreement)

      9/4/2012

      Vendors separately provide estimates of time necessary with AOC SMEs for that vendor to come to agreement with AOC on modified Due Diligence submissions in new published formats

      9/11/12

      Clarifications, modifications and/or answers to questions posted on the California Courts website

      9/18/12

      AOC updates RFP schedule to reflect the additional Due Diligence time, if applicable

      9/25/2012

      Additional Due Diligence activities (estimated)

      10/25/2012

      AOC publishes modifications to the Statement of Work

      Any time during Due Diligence Period

      Proposal Resubmission:
      Vendors submit updated and already agreed to Due Diligence deliverables (requirements and project schedule, team composition, and price) and requested changes to Legal Agreement.

      11/1/2012

      AOC completes evaluation of Proposals except for price proposals

      11/8/2012

      AOC publishes scores without price

      11/9/2012

      AOC conducts public opening of price proposals

      11/12/2012

      AOC evaluates price proposals and combines with previous scores

      11/13/2012

      AOC publishes combined scores including price evaluation (i.e. Notice of Intent to Award)

      11/14/2012

      Planned Signing - Final contract with selected vendor (estimated)

      11/28/2012

      Update (April 23, 2012)

      Revisions to RFP:

      Update (April 13, 2012)

      Firms selected for Due Diligence Phase of the Project:

      The Office of Court Construction and Management is pleased to announce that the following firms have been selected to move forward with the Due Diligence Phase of this Project:

      •  eCIFM Solutions
      • Business Resource Group

      The Office of Court Construction and Management wishes to thank all that participated in this RFP by providing proposals

      Update (February 28, 2012)

      Questions Submitted with Answers

      Update (February 16, 2012)

      List of Organizations Attending
      Pre Proposal Conference Meeting, Held February 16, 2012

      Update (Feb 14, 2012)

      Revised RFP:

      Project Schedule Revision #1:
      The schedule applicable to this procurement is as follows:

      No. Events Key Dates

      1

      RFP Published

      02/03/12

      2

      Letter of Intent from prospective Service Providers  indicating their intent to Participate in Pre-Proposal Conference is due

      02/15/12

      3

      Prospective Participants are required to attend the Pre – Proposal conference that will be held at 455 Golden Gate Avenue, San Francisco, CA 94102, from 1:45 PM – to 3:45 PM, Floor 3, Sequoia conference room or by telephone conference to a Call in Number (712) 775-7000, Participant Code 728730#.

      02/16/12

      4

      List of possible proposers posted to the Courtinfo Website for this RFP for information of the small business community

      02/17/12

      5

      Deadline for Written Service Provider Requests for Clarifications, Modifications or Questions

      02/23/12

      6

      Clarifications, Modifications and/or Answers to Questions posted on the Courtinfo Website  for this RFP

      02/27/12

      6

      Proposal Due Date and time

      03/15/12 2 PM, PST

      7

      Telephone Interviews of References
      (estimate only)

      04/02/12

      8

      Notice to Proposers of two organizations selected to provide Due Diligence activities.

      04/05/12

      9

      Signed Non- Disclosure Agreements due

      04/09/12

      10

      Due Diligence Activities (Begin – End)

      04/09/12 -05/07/12

      11

      Reissue of RFP Requirements and specifications for Software Integration Work

      05/14/12

      12

      Supplemental Proposal Due Date and Time

       

      05/21/12
      2 PM, PST

      13

      Publishing of Notice of Award

      05/28/12


      Text of the RFP applicable to this procurement can be found here:

      Form for Submission of Questions:

      Payee Data Form:

      DVBE Participation Form:

      Legal Agreement:
      "The Legal Agreement applicable to this RFP will be posted at a future date prior to the Proposal Due Date"

      The schedule applicable to this procurement is as follows:

      No.

      Events

      Key Dates

      1

      RFP Published

      02/03/12

      2

      Letter of Intent from prospective Service Providers  indicating their intent to Participate in Pre-Proposal Conference is due

      02/10/12

      3

      Prospective Participants are required to attend the Pre – Proposal conference that will be held at 455 Golden Gate Avenue, San Francisco, CA 94102, from 1:45 PM – to 3:45 PM, Floor 3, Catalina A conference room or by telephone conference to a Call in Number (712) 775-7000, Participant Code 728730#.

      02/16/12

      4

      List of possible proposers posted to the Courtinfo Website for this RFP for information of the small business community

      02/17/12

      5

      Deadline for Written Service Provider Requests for Clarifications, Modifications or Questions

      02/23/12

      6

      Clarifications, Modifications and/or Answers to Questions posted on the Courtinfo Website  for this RFP

      02/27/12

      6

      Proposal Due Date and time

      03/15/12 2 PM, PST

      7

      Telephone Interviews of References
      (estimate only)

      04/02/12

      8

      Notice to Proposers of two organizations selected to provide Due Diligence activities.

      04/05/12

      9

      Signed Non- Disclosure Agreements due

      04/09/12

      10

      Due Diligence Activities (Begin – End)

      04/09/12 -05/07/12

      11

      Reissue of RFP Requirements and specifications for Software Integration Work

      05/14/12

      12

      Supplemental Proposal Due Date and Time

       

      05/21/12
      2 PM, PST

      13

      Publishing of Notice of Award

      05/28/12

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