Agency: Santa Clara Valley Water District
Contact: Fang Lu (flu@valleywater.org)
Deadline: 03/04/2016
More: RFP Detail Online

Dear Interested Consultant:

The Santa Clara Valley Water District (District), located in San Jose, California, is seeking a
qualified consultant (Consultant) to provide a commercial off the shelf (COTS) budget, financial
forecasting, and capital planning system as well as services related to system implementation,
integration, acceptance testing, user training, warranty and post warranty support that enable
the District to implement an integrated single point of entry budgeting and financial planning
system which can handle both Operations and Capital project plans. Features also include a
publishing system with robust text and graphics capabilities. This system can be either on
premise or cloud-based, and should provide a minimum 15-year term of life and licenses for the
District.

Detailed pertinent information and attachments associated with this RFP are available for
download on the District’s Contract Administration System (CAS) web portal at
http://cas.valleywater.org .

All reference materials listed in the Preliminary Scope of Services are posted on the File
Transfer Protocol (FTP) cloud provider site; contact Fang Lu flu@valleywater.org to obtain
access to these materials. Consultants shall review and familiarize themselves with all pertinent
information prior to submission of a Proposal. All proposals must be submitted electronically
to CAS by the date and time specified in the RFP
Schedule tab.

Prior to submitting a Proposal, all firms must be registered in CAS. This can be achieved by
going to the web address noted above and following the instructions to create an account. In the
account setup process, please select the expertise code “IS10 – Information Systems –
PeopleSoft – Oracle Applications” and add contact information as necessary. Only registered
firms will be notified by email generated by CAS if there are any changes to the RFP schedule,
attachments, and/or pertinent information subsequent to the issuance of this RFP.

A pre-proposal meeting will be held on the date, time, and place specified in the RFP Schedule
in CAS. The pre-proposal meeting will entail a presentation on project requirements, information
on the CAS uploading process, and an overview of contractual requirements. Attendance at the
pre-Proposal meeting is not mandatory for the submission of a Proposal but strongly
encouraged.

The tentative schedule for the consultant selection and contract award process including the
notice of selection for the oral interviews, oral interview, notice of selection and beginning of
contract negotiation, District Board of Directors’ approval of contract, and the notice to proceed
is specified in the RFP Schedule tab in CAS.

General questions regarding this solicitation will be accepted by email to Fang Lu at
flu@valleywater.org by the dates specified in the RFP Package Schedule tab. RFP Responses
to questions or additional information, interpretations, and supplemental instructions not
included in the RFP, deemed by the District as necessary and relevant to responding to the
RFP, will be available to all respondents in the form of an addendum uploaded to CAS in the
RFP Details tab.

Sincerely,
Fang Lu, IT Program Manager
Information Technology Division