1-824-25-26 APPENDIX B - INFO REQUIRED.pdf
PDF 192 KB Posted
- Attached to
- Intersession Summer Education State and local contract opportunity
- Solicitation number
- 824-25/26
- Issued by
- Sacramento County, California
About this file
This document is Appendix B of the Request for Qualification/Proposal (RFQ/P) #824-25/26 issued by the Elk Grove Unified School District in Sacramento County, California for Intersession Summer Education services. Sealed bids must be submitted electronically through the EGUSD Bonfire Procurement Portal no later than February 6, 2026, at 4:00 P.M. PST. The District reserves the right to reject any and all proposals in whole or part, waive irregularities, and serve as the sole judge of suitability of products and services offered.
Appendix B outlines comprehensive information requirements that all offerors must provide to be considered for contract award. Offerors must submit general company information including firm name, address, contact details, type of business structure, and principal/officer names and titles. Companies must disclose applicable certifications, licenses, years in business, years of experience providing similar services, and a list of public agencies served. Additionally, offerors must provide firm history documentation, recent financial statements demonstrating capability to perform, and references from at least three clients for whom similar services were provided. The legal section requires disclosure of any litigation or arbitration related to similar services with school or community college districts within the prior five years, any terminated service agreements, pending litigation regarding professional misconduct or discrimination, pending disciplinary actions or investigations, and errors and omissions coverage details. Offerors must also disclose any direct or indirect business, financial, or other connections with District officials, employees, or consultants and certify compliance with all District, local, state, and federal legal requirements and regulations.
View the file
Other files for this state and local contract opportunity
| File | Type | Posted |
|---|---|---|
| 7-824-25-26 APPENDIX F - PROPOSER REFERENCES.pdf | ||
| 5-824-25-26 APPENDIX I - PRICE SCHEDULE.pdf | ||
| 2-824-25-26 APPENDIX D - PUPIL RECORDS RIDER.pdf | ||
| 11-824-25-26 APPENDIX E - PROPOSER QUALIFICATIONS.pdf | ||
| 8-824-25-26 APPENDIX H - RFQ-P FORM SIGNTURE PAGE.pdf | ||
| 9-824-25-26 INTERSESSION-SUMMER EDUCATION.pdf | ||
| 4-824-25-26 APPENDIX G - W9.pdf | ||
| 10-824-25-26 NOTICE TO BIDDERS.pdf | ||
| 3-824-25-26 APPENDIX A - NON COLLUSION DECLARATION.pdf | ||
| 6-824-25-26 APPENDIX C - FINGERPRINT AND CRIMINAL CHECK.pdf |
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Text version
Elk Grove Unified School District RFQ/P #824-25/26 Appendix B – Information Required of Offeror Page 1 of 7
ELK GROVE UNIFIED SCHOOL DISTRICT
RFQ/P #824-25/26 INTERSESSION SUMMER EDUCATION
APPENDIX B
INFORMATION REQUIRED OF OFFEROR
The Offeror shall furnish all the following information accurately and completely. Failure to comply with this requirement may cause a proposal rejection. Additional sheets may be attached if necessary. “You” or “your” as used herein refers to the offeror’s firm and/or any of its owners, officers, directors, shareholders, parties, or principals.
If the same information is provided elsewhere in your proposal and qualification materials, then please clearly identify such in the following questions.
Please be advised that the District may request verbal or written clarification or additional information, an interview, or a presentation at any time.
(CONTINUED NEXT PAGE)
Appendix B – Information Required of Offeror Page 2 of 7
SECTION A – GENERAL INFORMATION
(1) Firm name, address, and contact information:
(2) Telephone: __________________________ Facsimile: __________________________
Internet Address: ___________________________________________________________
(3) Type of firm: (check one) Individual Partnership Corporation State
(4) Names and titles of all principals/officers of the firm:
Name Title Phone Number
(5) Please list any applicable certifications and licenses and the associated numbers:
(6) Have you or any of your principals ever conducted similar services under a different name or certification or different license number. _____________________________________
a. If yes, give the firm name, address, and certification or license number.
(i) Name ________________________________________________________________
(ii) Address ______________________________________________________________
(iii) License No. (if any) ______________________________________________________
Appendix B – Information Required of Offeror Page 3 of 7
(7) How many years has your firm been in business under its present business name?
(8) How many years of experience does your firm have providing similar services?
(9) How many public agencies has your firm provided similar services for?
(10) Please list the public agencies, including School Districts and the like, that your firm has provided similar services for:
(11) Please attach a short history of the firm, including whether it is local, national, or international, as well as an approximate number of employees. Also, provide the number of firm offices and locations.
(12) Please attach a copy of your firm’s most recent financial statement or other financial instruments that would establish your firm’s ability to complete its obligations under any agreement resulting from this RFQ/P.
(13) Please attach or list below why your firm should be selected by the District to provide the solicited services.
Appendix B – Information Required of Offeror Page 4 of 7
SECTION B – LEGAL
(14) Have you or any of your principals been in litigation or arbitration of any kind on a question or questions relating to similar services involving a school or community college district during the prior five (5) years? ________________________________________________.
(a) If yes, provide the name of the public agency and briefly detail the dispute:
(15) Have you ever had a services agreement terminated for convenience or default in the prior five (5) years? _____________________________________________________________.
(a) If yes, provide details, including the name of the other party:
(16) Is your firm, owners, and/or any principal or manager involved in or is your firm aware of any pending litigation regarding professional misconduct, bad faith, discrimination, or sexual harassment? ________________________________________________________.
(a) If yes, provide details:
(17) Is your firm, owners, and/or any principals or managers involved in or aware of any pending disciplinary action and/or investigation conducted by any local, state, or federal agency?
(a) If yes, provide details:
Appendix B – Information Required of Offeror Page 5 of 7
(18) Does your firm maintain errors and omissions coverage? _________________________.
If so, please provide a current copy of the declaration page showing the maximum liability or policy value.
(19) Will your firm comply with all District, Local, State, and Federal legal requirements, regulations, and laws? ____________________________________________________.
Appendix B – Information Required of Offeror Page 6 of 7
SECTION C – ADDITIONAL INFORMATION
(20) Please provide any other information that may assist the District in ascertaining your qualifications, capability, and customer service under any resultant agreement.
Appendix B – Information Required of Offeror Page 7 of 7
REFERENCES
(21) Have you ever had any direct or indirect business, financial, or other connection with any official, employee, or consultant of the District? Identify any conflict of interest in (a):
(a) Please elaborate and discuss any potential, apparent, or actual conflict of interest:
(22) Each firm must include the following references:
(a) List at least three clients for whom you have provided similar services. Show the names, addresses, and telephone numbers of the persons who can be contacted. Information obtained through the references will be evaluated by the District.
Name Address Phone Number
I certify and declare under penalty of perjury under the laws of the State of California that the foregoing Information Required of Offeror pages one (1) through seven (7) is true and correct.
Executed this ________________ day of _____________________________, 20__________, at
______________________________________, State of ________________________________ City, County Signature Print Name Title
| (CONTINUED NEXT PAGE) SECTION A – GENERAL INFORMATION |
| Internet Address: ___________________________________________________________ |
SECTION B – LEGAL
| Firm name address and contact information 1: |
| Firm name address and contact information 2: |
| Firm name address and contact information 3: |
| Firm name address and contact information 4: |
| Firm name address and contact information 5: |
| Firm name address and contact information 6: |
| undefined: |
| Facsimile: |
| Individual: Off |
| Partnership: Off |
| Corporation: Off |
| State: Off |
| Name 1: |
| Name 2: |
| Name 3: |
| Name 4: |
| Name 5: |
| Title 1: |
| Title 2: |
| Title 3: |
| Title 4: |
| Title 5: |
| Phone Number 1: |
| Phone Number 2: |
| Phone Number 3: |
| Phone Number 4: |
| Phone Number 5: |
| Please list any applicable certifications and licenses and the associated numbers 1: |
| Please list any applicable certifications and licenses and the associated numbers 2: |
| Please list any applicable certifications and licenses and the associated numbers 3: |
| Have you or any of your principals ever conducted similar services under a different name: |
| If yes give the firm name address and certification or license number: |
| ii Address: |
| iii License No if any: |
| provided similar services for 1: |
| provided similar services for 2: |
| provided similar services for 3: |
| provided similar services for 4: |
| or questions relating to similar services involving a school or community college district: |
| a If yes provide the name of the public agency and briefly detail the dispute 1: |
| a If yes provide the name of the public agency and briefly detail the dispute 2: |
| a If yes provide the name of the public agency and briefly detail the dispute 3: |
| a If yes provide the name of the public agency and briefly detail the dispute 4: |
| 15 Have you ever had a services agreement terminated for convenience or default in the prior: |
| a If yes provide details including the name of the other party 1: |
| a If yes provide details including the name of the other party 2: |
| a If yes provide details including the name of the other party 3: |
| a If yes provide details including the name of the other party 4: |
| any pending litigation regarding professional misconduct bad faith discrimination or: |
| a If yes provide details 1: |
| a If yes provide details 2: |
| a If yes provide details 3: |
| a If yes provide details 4: |
| a If yes provide details 1_2: |
| a If yes provide details 2_2: |
| a If yes provide details 3_2: |
| undefined_2: |
| undefined_3: |
| a Please elaborate and discuss any potential apparent or actual conflict of interest 1: |
| a Please elaborate and discuss any potential apparent or actual conflict of interest 2: |
| a Please elaborate and discuss any potential apparent or actual conflict of interest 3: |
| Name 1_2: |
| Name 2_2: |
| Name 3_2: |
| Name 4_2: |
| Name 5_2: |
| Name 6: |
| Name 7: |
| Address 1: |
| Address 2: |
| Address 3: |
| Address 4: |
| Address 5: |
| Address 6: |
| Address 7: |
| Phone Number 1_2: |
| Phone Number 2_2: |
| Phone Number 3_2: |
| Phone Number 4_2: |
| Phone Number 5_2: |
| Phone Number 6: |
| Phone Number 7: |
| day of: |
| undefined_4: |
| at: |
| Executed this: |
| 20: |
| State of: |
| Print Name: |
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