Bidder’s Conference CalCloud IFB #12-136613 July 18, 2013 IFB 12-136613, CalCloud

Conference Basics Cell Phones (Off/Silent Mode) Emergency Exits Available Facilities Registration Sign-In IFB 12-136613, CalCloud

Ground Rules Oral Responses will not be binding on the State Not an open forum for Bidder Questions, section I.J All questions must be submitted in writing on the Index cards provided to you Question cards will be collected Written questions will be officially answered in Q&A Set IFB 12-136613, CalCloud

General Information Read entire IFB Review Key Action Dates Check BidSync site for updates Location: www.bidsync.com Information available on bidsync: IFB documents Question and Answer Sets Addenda IFB 12-136613, CalCloud

Conference Purpose Overview of IFB Provide information related to the IFB Opportunity to ask questions regarding the IFB All questions must be submitted in writing IFB 12-136613, CalCloud

Project Overview IFB 12-136613, CalCloud

Project Overview cont’d Self Service business model (via the Portal) Standardized highly available virtual server environment Hosted at OTech’s Gold Camp & Vacaville Data Centers User Portal with ability to: Provision servers in hours, add resources within minutes Setup backup and IDR for servers (@Vacaville Site) Monitor servers for capacity and performance Normalize service menu Monthly billing of service IFB 12-136613, CalCloud

Project Overview cont’d The self-service web portal will provide the user a “shopping cart” experience, where they select a server size and OS with a base monthly price and the add extra’s at an additional monthly cost. Bundle Size CCU* Memory (GB) Storage(GB) Small 2 4 90 Medium 8 Large 16 Extra-Large 32 IFB 12-136613, CalCloud

Section I: Introduction Procurement Official – Sole Point of contact, Section I.D IFB conducted under PCC 6611 5 year term - 2 additional 12-month options Bidder’s Library, Section I.G, located at: www.dts.ca.gov/Bidders_Lib/ Key Action Dates IFB 12-136613, CalCloud

Section I.E - Key Action Dates Date/Time 1.     Release of IFB June 27, 2013 2.     Submission of Letter of Intent to Bid, and Signed Confidentiality Statement (Exhibit I-A and Exhibit I-B) July 9, 2013 3.     Bidder’s Conference July 18, 2003 4.     Last day to Submit Questions for Clarifications of IFB July 22, 2013 5.     State Responds to Bidder Questions for Clarifications of IFB Aug 6, 2013 6.     Last day to Protest Requirements Aug 8, 2013 7.     Submission of Final Bids Aug 26, 2013 8.   Evaluation Period 2 wks. after final bid submission 9.     Negotiation Period TBD 10.    Last Day to Submit Best and Final Offer (BAFO) 11.   Notification of Award 12. Agreement Award and Execution IFB 12-136613, CalCloud

Section II: Rules Governing Competition II.A. Identification and Classification II.A.1 Requirements Use of “shall”, “must” or “will” Mandatory Requirements (M) Mandatory scored Requirements (MS) II.A.2 Desirable Scorable (DS) Use of “should” or “may” IFB 12-136613, CalCloud

Section III: Current Services Provides a high level description of OTech’s current environment Section IV: Proposed Services Vision of the State’s CalCloud services IFB 12-136613, CalCloud

Section V: Administrative V.S. Qualifications (Bidder) V.S.1. Attach.12, Bidder Qualification Summary Form (M) V.S.2. Attach.13, Bidder Qualification Reference Form (M) V.S.3. Attach.16, Bidder Security Compliance Assessment (MS) V.S.4. Staff Qualifications V.S.4.1 Attach’s. 14A through 14C, Staff Qualification Summary Forms (M and DS) V.S.4.3. Attach’s. 15A through 15C, Staff Qualification Reference Forms (M) IFB 12-136613, CalCloud

Section V: Admin cont’d IFB 12-136613, CalCloud

Section VI: Technical Table VI.1 CalCloud Technical Requirements Contains “M”, “MS” and “DS” requirements Must comply “Yes” to be deemed responsive Must provide narratives where indicated Responses must address all elements listed in the requirement Do not include narratives if not required IFB 12-136613, CalCloud

Section VI: Technical IFB 12-136613, CalCloud

Section VII: Cost Cost is the primary evaluation criterion (50% of total points) Incomplete offers, different formats/pricing structures can lead to rejection of bid Cost must be submitted only in final bid Volume III VII.B. Cost Worksheets (MS) Attachment 18, Cost Worksheets Seven volume pricing levels and one Cost summary sheet Enter price per unit and the formula will calculate subtotals and evaluation totals IFB 12-136613, CalCloud

Section VII: Cost cont’d IFB 12-136613, CalCloud Fill in Per Unit (VM) Price Column Only

Section VII: Cost cont’d Complete Each Tab Auto Populated IFB 12-136613, CalCloud

Section VIII: Bid Format VIII.B.2 Volume I - Response to Admin. and Tech. Requirements Cover Letter Refer to Table VIII.1 for a list of the administrative documents Refer to Table VIII.2 for a list of the technical documents VIII.B.3 Volume II - Completed Contract Std. 213 Exhibit A No Cost data in Volumes I or II IFB 12-136613, CalCloud

Section VIII: Bid Format, cont’d Volume III must be in a separately sealed, marked envelope VIII.B.4 Volume III - Cost Data Attachment 18, Cost Worksheets IFB 12-136613, CalCloud

Section IX: Evaluation Cost will remain sealed until administrative and technical evaluations are complete Non-compliant bidders will not have cost opened Total points possible = 624 points Administrative points available: 50% points = 312 Cost points available: 50% points = 312 The five highest scored bids will be invited to participate in negotiations FB 12-136613, CalCloud

Section IX: Evaluation cont’d FB 12-136613, CalCloud

10 Minute Break Submit index cards FB 12-136613, CalCloud

Thank you for attending IFB 12-136613, CalCloud

Contact Information Procurement Official: Mallie Stone Department of Technology Statewide Technology Procurement Division Telephone: (916) 431-5557 mallie.stone@state.ca.gov Sole Point of Contact Questions, Bid Submission, etc. IFB 12-136613, CalCloud