Paperless Workflow Project (PWP)
The purpose of this IFB is to acquire document management and workflow implementation products and services to implement the California Department of Insurance (CDI) Paperless Workflow Project (PWP). The PWP will provide the CDI with a Commercial-Off-The-Shelf (COTS) Electronic Document Management System (EDMS). The project will entail an enterprise-wide deployment of electronic-based forms (eForms) and workflows to support the CDI's internal and external business processes. The contracts resulting from this procurement include:
Installation, configuration and testing of the necessary document management hardware and software at multiple CDI offices, including redundant hot-site features;
Installation, configuration and testing of scanning equipment at the three (3) main CDI offices and the West Sacramento warehouse;
Design, configuration and implementation of an enterprise-wide document management system, including appropriate document repository(s), profiles and indices;
Design, development, and implementation of eForms;
Design, development, and implementation of automated process workflows and workflow reports;
Data conversion of profile data and documents from existing document repositories to the new repository(s) and profile format(s);
Design, development, and testing of interfaces to the CDI's enterprise systems, to assist with automated document profiling and validations;
Design, development, and testing of interfaces/data exchanges to the CDI's existing Oracle-based system to provide data captured from paper, eForms and workflows;
Testing of all document profiles/indices, eForms and workflow processes and reports;
Providing or developing end user, system design and system administration documentation; and
End user, system administration, and technical training and knowledge transfer.
The selected Bidder will provide the hardware, software and services described in this IFB, including software licensing, product version upgrades, product warranty, and annual hardware and software maintenance support. The detailed requirements for this project are listed in Appendix E: Detailed Requirements. Responses to this IFB will be evaluated based on the total bid, and award, if made, will be to a single Bidder who will serve as the Prime Contractor.
