Phoenix Program: Statewide Human Resources and Financial System Upgrade and Other Services

RFP 010708-NCRO

The Administrative Office of the Courts (AOC) is conducting this Request for Proposal (RFP) to solicit proposals that will provide the AOC with a statewide human resources and financial system. This system (also referred to as the Phoenix Program), with the same core configuration for all 58 Trial Courts of California, will provide the AOC with unified reporting capabilities for all aspects of Trial Court administrative functions.

The Phoenix Program RFP bid package includes:

  • Program Phoenix RFP (including all Appendices)
  • Bidder’s Library (includes confidential information which will require a submittal of a signed Confidentiality Agreement (see RFP Section 1.9.2))

Responses to this RFP will be evaluated in accordance with the methodology defined in RFP Section IX, Proposal Evaluation.

A Bidder’s Conference is mandatory; see Section 1.8, RFP Key Action Dates.

Proposal submittal dates are also noted in Section 1.8, RFP Key Action Dates.

Further details regarding solicitation requirements are set forth in the following RFP documents:

Cover Sheet

Section I – Introduction

Section II – Rules Governing Competition

Section III – Current Environment

Section IV – Proposed Future Environment

Section V – Administrative Requirements

Section VI – Proposed Solution Requirements

Section VII – Pricing Proposal

Section VIII – Proposal Format

Section IX – Proposal Evaluation

Appendix A – Statement of Work (SOW)

Appendix B-01 – Technical Requirements

Appendix B-02 – Implementation and Support Requirements

Appendix B-03 – Upgrade Project Requirements

Appendix B-03 – Optional Existing Functionality Requirements

Appendix B-03 – Optional New Functionality

Appendix C – Bid Response Forms

    DOC Format (446 KB)
    (Posted: January 11, 2008)
    (See revised version posted below on January 31, 2008.)

Appendix D – Cost Workbook

Appendix E – Reports, Interfaces, Conversions, Enhancements, and Forms (RICEF)

Appendix F – Bidders Library Contents List

Appendix G – Glossary

Appendix H – Master Services Agreement (MSA)
(See revised version posted below on February 13, 2008)

    DOC Format (576 KB)
    (Posted: January 11, 2008)
    (See revised version posted below on February 13, 2008)

Addendum 1

AOC Response to Bidder Questions
(See revised version posted below on February 13, 2008)

    XLS Format (45 KB) | PDF Format (13 KB)
    (Posted: January 23, 2008)
    (See revised version posted below on February 13, 2008)

Appendix C, Bid Response Forms, Revision 1

    DOC Format (444 KB)
    (Posted: January 23, 2008)
    (See revised version posted below on January 31, 2008.)

Bidders Conference Attendee List

Appendix H - Master Service Agreement (MSA), Revision 1
(See revised version posted below on February 13, 2008)

    DOC Format (573 KB)
    (Posted: January 25, 2008)
    (See revised version posted below on February 13, 2008)

Addendum 2

AOC Response to Bidder Questions, Revision 1
(See revised version posted below on February 13, 2008)

    XLS Format (62 KB) | PDF Format (62 KB)
    (Posted: January 31, 2008)
    (See revised version posted below on February 13, 2008)

Appendix C - Bid Response Forms, Revision 2

Bidder Library Files noted in Addendum 2

    Roadmap for PS Enhancement Areas in SAP ERP 6.0
    PDF Format (191 KB)
    (Posted: January 31, 2008)

    SAP ERP 6.0 Roadmap for Public Service Customers
    PDF Format (185 KB)
    (Posted: January 31, 2008)

Addendum 3

Addendum 4

AOC Response to Bidder Questions, Revision 2
(See revised version posted below on February 13, 2008)

    XLS Format (106 KB) | PDF Format (46 KB)
    (Posted: February 6, 2008)
    (See revised version posted below on February 13, 2008)

Addendum 5

AOC Response to Bidder Questions, Revision 3
(See revised version posted below on February 13, 2008)

    XLS Format (122 KB) | PDF Format (61 KB)
    (Posted: February 11, 2008)
    (See revised version posted below on February 13, 2008)

Bidder Library Files noted in Addendum 5

Addendum 6

AOC Response to Bidder Questions, Revision 4

Appendix H - Master Services Agreement (MSA) - Revision 2

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