{"Introduction":"Texas State Board of Public Accountancy is seeking a vendor to modernize and replace its legacy regulatory compliance management system through the TSBPA Legacy Modernization Project.","Overview":"TSBPA regulates the CPA profession under Texas law; 15 governor-appointed members; mission is to protect the public by ensuring CPAs have required education, skills, qualifications, and professional competence.","Current Environment":"Legacy system runs on IBM iSeries/AS400 infrastructure using COBOL, which has limited skilled resources and high support costs.","Background and Experience":"Vendor must show ability to manage the project, provide company overview, and explain how products/team/resources meet RFO requirements, including for each subcontractor.","References":"Minimum 3 government references in the continental U.S. from the last 5 years; each reference project value must be at least 75% of current bid value; at least one reference live in production for 18+ months before RFO posting.","User Base":"20,000 exam candidates; 80,000 licensees; 15,000 licensed firms; 1,000 sponsors; 65 internal users including Admin (TSBPA has <50 employees; 65 was to accommodate growth. Use 40).","Go-Live/Launch Timeline":"Respondents must propose a Deployment Plan; Core Modules (1,2,3) must rollout concurrently unless otherwise approved.","Offshore resources":"All work shall be performed within the continental USA.","Hosting":"Must meet NIST SP 800-145 SaaS standard; if SaaS, vendor responsible for gov cloud hosting; must disclose TX-RAMP Level 2 and any FedRAMP certifications.","Legacy System":"IBM iSeries servers (Power 720, migrating to Power 940) running AS/400 COBOL applications.","Data Migration":"Data in IBM Db2 on AS400; documents in Laserfiche; CPE Sponsor data in Microsoft Access is in scope; enforcement/network drive data out of scope.","Integration":"TSBPA Network Security Monitoring Tools, Barracuda, PRIMA, CAPPS, Texas.gov, DPS, NASBA, SOS, Microsoft O365, Vital Statistics.","Reporting & analytics":"Design and configure all reports, including ad hoc reporting and querying capabilities.","Maintenance Support":"TSBPA may renew annually for up to five additional one-year terms through August 31, 2036.","Training":"No more than 35 end users will require training.","Initial Contract Term":"Contract starts on date of final signature; initial term through Aug 31, 2031; up to 5 additional one-year extensions; maximum period through Aug 31, 2036.","Estimated Budget by State":"NA","Sub-contract":"Successful Respondent may not subcontract without prior written TSBPA approval.","Pricing":"Pricing must be submitted only using Attachment H, Pricing Workbook.","MWBE/SDVOB":"VETHUB Goal for this procurement is 26.00%.","Escrow":"Contractor must keep software source code in secure third-party escrow, updated with each major release, naming TSBPA as beneficiary.","Warranty":"Warranty/support period sufficient for stabilization; final expectations set during negotiations.","Transition Out":"Transition-out activities shall not exceed nine (9) months.","Commercial and Legal Risks":"Liability cap is greater of total charges paid in previous 24 months or USD $15,000,000; unlimited liability for cybersecurity incidents."}
Assumptions
- The EW-CM Solution will be hosted on AWS GovCloud for all instances except the Development instance
- Hosting includes one production and five non-production instances - Development, Integration Testing, UAT/Training, Staging and Disaster Recovery
- Cardinality SaaS license includes - Yearly 2 upgrades, monthly hot fixes and level 3 support
- All resources would be based out of the United States
- The Cardinality SaaS license cost is provided for up to upto 65 internal users, up to 15,000 external users and up to 101,000 Citizen users
- Cardinality will leverage the DocuSign licenses of the Agency for e-signature
- The Operations & Maintenance Phase is assumed to start after the DDI phase of 9 months followed by 3 Months of warranty
- Cardinality will provide a mobile responsive application. Development of a mobile app is not part of scope of work
- Cardinality will provide Tier-2 and Tier-3 support during the M&O Phase. Tier-1 support will be provided by Unisys
- Project initiation will be done 30 days after the contract signing date
- Transitioning-Out Services are assumed to occur in the last year of M&O and will be provided for a maximum period of up to 9 months