1-IFB_Eagle_Rock_Bolt_Removal-combined.pdf
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- Attached to
- CTA24022 IFB
- Solicitation number
- CTA24022
- Issued by
- Placer County, Placerville City, Torrance City, California
About this file
This document is an Invitation for Bid (IFB) issued by the California Tahoe Conservancy for a contract to remove climbing bolts, hangers, and anchor chains from the east face of Eagle Rock, a Conservancy property located in Tahoe City, California. The successful contractor must be skilled in technical rock climbing and rope work, and will be required to remove up to 30 bolts and hangers as well as up to 4 sets of anchor chains, with the goal of protecting nesting peregrine falcons. The work must be completed between August 15, 2024 and February 1, 2025, or between August 15, 2025 and February 1, 2026 if weather conditions prevent safe access during the initial timeframe. Bids are due by November 15, 2024 and the proposed award date is November 27, 2024.
The bid requires a lump sum price for the bolt removal work. The IFB includes a 3% Disabled Veteran Business Enterprise (DVBE) incentive, and preferences are available for certified Small Businesses and Microbusinesses. The Conservancy reserves the right to reject all bids and is not required to make an award. Work must be completed in accordance with the contract specifications outlined in the Scope of Work.
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CTA24022
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
November 1, 2024
You are invited to review and respond to this Invitation for Bid (IFB), entitled:
CTA24022 Eagle Rock Bolt Removal
In submitting your bid, you must comply with these instructions.
Note that all agreements entered into with the California Tahoe Conservancy (Conservancy) will include by reference General Terms and Conditions and Contractor Certification Clauses that may be viewed and downloaded at:
https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal- Services-Resources-List-Folder/Standard-Contract-Language. If you do not have Internet access, a hard copy can be provided by contacting the person listed below.
In the opinion of the Conservancy, this Invitation for Bid is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, the contact person for this IFB is:
Aga Kuligowski California Tahoe Conservancy procurement@tahoe.ca.gov
Please note that no verbal information given will be binding upon the Conservancy unless such information is issued in writing as an official addendum.
Aga Kuligowski Contract Administrator procurement@tahoe.ca.gov
B O A R D M E M B E R S
NATURAL RESOURCES AGENCY
Wade Crowfoot, Secretary
Chris Calfee, Designee
DEPARTMENT OF FINANCE
Joe Stephenshaw, Director
Michele Perrault, Designee
SENATE PUBLIC MEMBER
Jay Hansen
ASSEMBLY PUBLIC MEMBER
Adam Acosta, Chair
CITY OF SOUTH LAKE TAHOE
Tamara Wallace, Vice Chair
EL DORADO COUNTY
Brooke Laine
PLACER COUNTY
Cindy Gustafson
U.S. FOREST SERVICE (ex-officio)
Erick Walker
JASON VASQUES
Executive Director
JANE FREEMAN
Deputy Director
INVITATION FOR BID
Notice to Prospective Bidders https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language
Table of Contents
Section
A) Purpose and Description of Work
B) Bidder Minimum Qualifications
C) Bid Requirements and Information
1) Key Action Dates
2) Submission of Bid
3) Prevailing Wages and Labor Code Compliance
4) Evaluation and Selection
5) Award and Protest
6) Disposition of Bid
7) Agreement Execution and Performance
D) Preference and Incentive Programs
1) Small Business Preference
2) Disabled Veteran’s Business Enterprise Requirements
E) GenAI Disclosure
F) Required Attachments
1) Required Attachment Check List……………………………………Attachment 1
2) Bid/Bidder Certification Sheet ……………………. ........................ Attachment 2
3) Rate Sheet …………………………………...... .............................. Attachment 3
4) Bidder References……………………………... ............................. Attachment 4
5) Bidder Declaration……………………………… ............................ Attachment 5
6) DVBE Subcontractor Incentive Request…………… ..................... Attachment 6
7) DVBE Subcontractor/Supplier Acknowledgement…………………Attachment 7
8) Darfur Contracting Act Certification………………………………… Attachment 8
9) STD 204 Payee Data Record………………………………………...Attachment 9
10) STD 1000 GenAI Disclosure & Factsheet….……………………...Attachment 10
G) Exhibit A-1 - Scope of Work Detail
A) Purpose and Description of Services
The California Tahoe Conservancy (Conservancy) is seeking to contract for climbing bolt removal at Eagle Rock, a Conservancy property, located at 3555 CA-89, Tahoe City, CA 96145. All work must be completed in accordance with contract specifications. Please refer to the attached Exhibit A-1 Scope of Work Detail.
1. Timeframe
The contract term is anticipated to begin in late November 2024 and be completed by
February 1st, 2025, weather permitting. Should snow prevent safe access during that time period, work may be implemented between the dates of August 15, 2025, and February 1st, 2026.
B) Bidder Minimum Qualifications
The successful contractor must be skilled in technical rock climbing and rope work.
C) Bid Requirements and Information
1. Key Action Dates
Event Date
IFB available to prospective bidders November 1, 2024
Final Date for Bid Submission November 15, 2024 at 11:59 a.m.
Bid Opening November 18, 2024 at 1:00 p.m.
Notice of Intent to Award November 20, 2024
Proposed Award Date November 27, 2024
2. Submission of Bid a.) All bids must be submitted by email to procurement@tahoe.ca.gov with the subject line “BID: CTA 24022 [Name of Bidder]” no later than the dates and times shown in Key Action Dates above. Bids received after this date (email time stamp validation) will not be considered.
mailto:procurement@tahoe.ca.gov
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
b) All bids shall include the documents identified in Section E, Required Attachment Checklist. Bids not including the proper “required attachments” shall be deemed non-responsive. A non-responsive bid is one that does not meet the basic bid requirements.
c) All documents requiring a signature must bear an original signature of a person authorized to bind the bidding firm.
d) Bids must be submitted for the performance of all the work described herein. The Scope of Work, plans, specifications and contract terms and conditions are described in the Standard Agreement attached to this invitation for bids. Any deviation from the work specifications will not be considered and will cause a bid to be rejected.
e) A bid may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. The Conservancy may reject any or all bids and may waive an immaterial deviation in a bid. The State’s waiver of an immaterial deviation shall in no way modify the IFB document or excuse the bidder from full compliance with all requirements if awarded the agreement.
f) Costs incurred for developing bids and in anticipation of award of the agreement are entirely the responsibility of the bidder and shall not be charged to the State of California.
g) An individual who is authorized to bind the bidder contractually shall sign the
Bid/Bidder Certification Sheet. The signature should indicate the title or position that the individual holds in the firm. An unsigned bid may be rejected.
h) A bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the bid submission deadline. Bidder modifications offered in any other manner, oral or written, will not be considered.
i) A bidder may withdraw its bid by submitting a written withdrawal request to the
Conservancy, signed by the bidder or an authorized agent. A bidder may thereafter submit a new bid prior to the bid submission deadline. Bids may not be withdrawn without cause subsequent to bid submission deadline.
j) The Conservancy may modify the IFB prior to the date fixed for submission of bids by the issuance of an addendum to all parties who received a bid package.
k) The Conservancy reserves the right to reject all bids. The Conservancy is not required to award an agreement.
l) Before submitting a response to this solicitation, bidders should review, correct all errors and confirm compliance with the IFB requirements.
m) Where applicable, bidder should carefully examine work sites and specifications.
Bidder shall investigate conditions, character, and quality of surface or subsurface materials or obstacles that might be encountered. No additions or increases to the
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
agreement amount will be made due to a lack of careful examination of work sites and specifications.
n) The Conservancy does not accept alternate contract language from a prospective contractor. A bid with such language will be considered a counter proposal and will be rejected. The State’s General Terms and Conditions (GTC) are not negotiable.
o) No oral understanding or agreement shall be binding on either party.
p) On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals.
“Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.
3. Prevailing Wages and Labor Code Compliance
Not applicable.
4. Evaluation and Selection
a) At the time of bid opening, each bid will be checked for the presence or absence of required information in conformance with the submission requirements of this IFB.
i. The State will evaluate each bid to determine its responsiveness to the published requirements.
ii. Bids that contain false or misleading statements, or which provide references, which do not support an attribute or condition claimed by the bidder, may be rejected.
b) Award, if made, will be to the lowest responsive responsible bidder. The low bid will be the LOWEST LUMP SUM BID FOR ALL CATEGORIES (See Attachment 3).
5. Award and Protest
a) Notice of the proposed award shall be posted in a public place in the office of the
California Tahoe Conservancy and on the Conservancy’s website (https://tahoe.ca.gov)for five (5) working days prior to awarding the agreement.
b) If any proposer, prior to the award of agreement, files a protest with the California Tahoe Conservancy, 1061 Third Street, South Lake Tahoe, CA 96150, and the Department of General Services, Office of Legal Services, 707 Third Street, 7th Floor, Suite 7-330, West Sacramento, CA 95605, on the grounds that the (protesting) proposer would have
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
been awarded the contract had the agency correctly applied the evaluation standard in the RFP, or if the agency followed the evaluation and scoring methods in the RFP, the agreement shall not be awarded until either the protest has been withdrawn or the Department of General Services has decided the matter. It is suggested that a protesting proposer submits any protest by certified or registered mail.
c) Within five (5) calendar days after filing the initial protest, the protesting proposer shall file with the Department of General Services, Office of Legal Services and the California Tahoe Conservancy a detailed statement specifying the grounds for the protest.
d) Upon resolution of the protest and award of the agreement, Contractor must complete and submit to the awarding agency the Payee Data Record (STD 204), to determine if the Contractor is subject to state income tax withholding pursuant to California Revenue and Taxation Code Sections 18662 and 26131. This form can be found on the DGS website at https://www.dgsapps.dgs.ca.gov/osp/StatewideFormsWeb/Forms.aspx under the heading STD Forms. No payment shall be made unless a completed STD 204 has been returned to the awarding agency.
e) Upon resolution of the protest and award of the agreement, Contractor must sign and submit to the awarding agency, page one (1) of the Contractor Certification Clauses, which can be found on the DGS website at https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services- Resources-List-Folder/Standard-Contract-Language.
6. Disposition of Bids
a) Upon bid opening, all documents submitted in response to this IFB will become the property of the State of California and will be regarded as public records under the California Public Records Act (Government Code Section 6250 et seq.) and subject to review by the public.
b) Bid packages may be returned only at the bidder’s expense unless such expense is waived by the awarding agency.
7. Agreement Execution and Performance
a) Performance shall start not later than the express date set by the awarding agency and the Contractor, after all approvals have been obtained and the agreement is fully executed. Should the Contractor fail to commence work at the agreed upon time, the awarding agency, upon five (5) days written notice to the Contractor, reserves the right to terminate the agreement. In addition, the Contractor shall be liable to the State for the difference between Contractor’s bid price and the actual cost of performing work by the second lowest bidder or by another contractor.
b) All performance under the agreement shall be completed on or before the termination date of the agreement.
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
D) Preference Programs
1. Small Business Preference
Current law encourages state departments to first consider a Small Business Enterprise (Small)/ Microbusiness Enterprise (Micro) for contracting opportunities. The Conservancy is committed to supporting Small/Micro business participation in state contracting and seeks to use certified Small/Micro businesses whenever possible.
A Small/Micro business enterprise is defined as a business certified by the Department of General Services (DGS), Office of Small Business and Disabled Veteran Business Enterprise Certification Services (OSDS) in which:
a) The principal office is located in California
b) The officers are domiciled in California
c) The business is independently owned and operated
d) The business, with any affiliates, is not dominant in its field of operation; and
e) For Small Business, either:
(i) The business, together with any affiliates, has 100 or fewer employees and averaged annual gross receipts of $15,000,000 or less over the previous three years, or
(ii) The business is a manufacturer with 100 or fewer employees.
A small business will automatically be designated as a microbusiness if annual gross receipts are less than $5,000,000; or the small business is a manufacturer with 25 or fewer employees.
Section 14835, et seq., of the California Government Code requires that a five percent (5%) preference be given to bidders who qualify as a Small/Micro business enterprise. The rules and regulations of this law are contained in Title 2, California Code of Regulations, Section 1896, et seq. A copy of the regulation is available upon request.
To claim the Small/Micro business preference, your firm must have a completed application (including proof of annual receipts) on file with the DGS, OSDS, by 5:00 p.m. on the date bids are due, and receipt verified by such office. Therefore, if you are a Small/Micro business, but are not certified, it is to your advantage to become certified. For certification and preference approval process information, Please see https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List- Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise.
2. Disabled Veterans Business Enterprise Program (DVBE) Participation
This bid includes a 3% DVBE incentive but does not require DBVE participation. All bids that include 3% DBVE participation or higher will have the bid price reduced by 3%. The incentive is used for evaluating which bid is the lowest only and will not impact the contract price. Application of the incentive shall not displace an award to a small business with a non-small business.
https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
An explanation of the Disabled Veteran Enterprise Program (DVBE) requirements can be found at the Internet web site https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business- Disabled-Veteran-Business-Enterprise under Certification Types.
Prime contractors are required to submit the Prime Contractor DVBE Subcontracting form (DGS PD 810P) to procurement@tahoe.ca.gov within 60 days from receipt of final payment.
Forms can be found at: https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_810P.pdf.
DVBE PARTICIPATION REQUIREMENTS
a. Contract Amendments
Disabled Veteran Business Enterprise (DVBE) program requirements shall include and made a part of any subsequent Contract amendments(s) when DVBE program requirements were included as part of the original solicitation/Contract effort. DVBE participation program goals (3 percent) are extended through the amended Contract termination date and include any additionally encumbered funds that are a result of the Contract amendment. The 90 day and final DVBE subcontracting Activity Report shall be included in all subsequent Contract amendment(s). The Contractor shall be responsible for continued program compliance and reporting.
b. Contract Audits
Contractor agrees that the Conservancy or its delegate will have the right to review, obtain, and copy all records pertaining to performance of this Agreement. Contractor agrees to provide the Conservancy or its delegate with any relevant information requested and shall permit the Conservancy or its delegate access to its premises, upon reasonable notice, during normal business hours for the purpose of interviewing employees, inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purpose of determining compliance with Public Contract Code Section 10115 et seq., and Title 2, California Code of Regulations (CCR), Section 1896.60 et seq. Contractor further agrees to maintain such records for a period of three (3) years after final payment under this Agreement (Title 2, California Code of Regulations, Section 1896.75).
c. DVBE Payment Certification
Contractor must certify payments have been made to listed DVBE subcontractors within 60 days of receiving final payment from the department. Violations imposed carry a minimum civil penalty of $10,00 to a maximum of $50,000 for each penalty. See SB- DVBE Program Violations and Sanctions (ca.gov). Accordingly,
1) If for this Agreement Contractor made a commitment to achieve disabled veteran business enterprise (DVBE) participation, then Contractor must within 60 days of receiving final payment under this Agreement (or within such other time period as may be specified elsewhere in this Agreement) certify in a report to the awarding department:
https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise mailto:procurement@tahoe.ca.gov https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_810P.pdf https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/SB-DVBE-Program-Violations-and-Sanctions https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/SB-DVBE-Program-Violations-and-Sanctions
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
(a) The total amount the Contractor received under the Contract;
(b) The name and address of the DVBE(s) that participated in the performance of the Contract.
(c) The amount each DVBE received from the prime Contractor;
(d) That all payments under the Contract have been made to the DVBE(s); and
(e) The actual percentage of DVBE participation that was achieved. A person or entity that knowingly provides false information shall be subject to a civil penalty for each violation.
2) Contractor understands and agrees that should award of this Contract be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid or offer, a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Conservancy. Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by Contract amendment.
3) Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for Contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in Military and Veterans Code Section 999.9; Public Contract Code Section 10115.10, or Section 4110 (applies to public works only).
d. Substitution of DVBE Firms
Subject to prior approval of the Conservancy, Contractor may replace a DVBE firm identified in its bid or offer with another DVBE firm. Contractor understands and agrees that should award of this Contract be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid or offer, per Military and Veterans Code Section 999.5 (e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Conservancy. Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by Contract amendment. Additional information and forms can be found at: https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement- Division-Services-List-Folder/File-a-DVBE-Substitution-Report?search=Prime contractor DVBE forms.
E) GenAI Disclosure
The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI tools, while balancing the risks of these new technologies.
Bidder / Offeror / Contractor must notify the State in writing if their solution or service includes, or makes available, any GenAI, including GenAI from third parties or subcontractors.
The State has developed a GenAI Reporting and Factsheet (STD 1000) to be completed by the Bidder / Offeror / Contractor. Failure to submit the GenAI Reporting and Factsheet (STD 1000) will result in disqualification of the Bidder / Offeror / Contractor. Failure to report GenAI to the State may void any resulting contract. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure. Upon receipt of a Bidder / Offeror / Contractor GenAI Reporting and Factsheet (STD 1000), the state reserves the right to incorporate GenAI https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std1000.pdf
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the state.
Refer to the following pages for additional Required Attachments that are a part of this agreement.
EAGLE ROCK BOLT REMOVAL CONTRACT
ATTACHMENT 1
REQUIRED ATTACHMENT CHECK LIST
A complete bid or bid package will consist of the items identified below.
Complete this checklist to confirm the items in your bid. Place a check mark or “X” next to each item that you are submitting to the State. FOR YOUR BID TO BE RESPONSIVE, ALL REQUIRED ATTACHMENTS MUST BE RETURNED. This checklist should be returned with your bid package also.
Attachment Attachment Name/Description
_____ Attachment 1 Required Attachment Check List
_____ Attachment 2 Bid/Bidder Certification Sheet
_____ Attachment 3 Rate Sheet
_____ Attachment 4 Bidder References (Optional)
_____ Attachment 5 Bidder Declaration for Subcontractors
_____ Attachment 6 DVBE Subcontractor Incentive Request
_____ Attachment 7 DVBE Subcontractor/Supplier Acknowledgement
_____ Attachment 8 Darfur Contracting Act Certification
_____ Attachment 9 STD 204 Payee Data Record
_____ Attachment 10 STD 1000 GenAI Disclosure & Factsheet
EAGLE ROCK BOLT REMOVAL CONTRACT
CALIFORNIA TAHOE CONSERVANCY
ATTACHMENT 2
BID/BIDDER CERTIFICATION SHEET
This Bid/Bidder Certification Sheet must be signed and returned along with all the “required attachments” as an entire package in duplicate with original signatures. The bid must be transmitted in a sealed envelope in accordance with IFB instructions.
Our all-inclusive bid is shown on the Rate Sheet Attached (Attachment 2-A).
A. All required attachments are included with this certification sheet.
B. I have read and understand the DVBE participation requirements and have included documentation demonstrating that I have met the participation goals or have made a good faith effort.
C. The signature affixed hereon and dated certifies compliance with all the requirements of this bid document. The signature below authorizes the verification of this certification.
D. The undersigned Contractor hereby proposes to carry out the work at the bid price and in accordance with the terms and conditions set forth in this Invitation for Bids, and the attached Standard 213, including all plans specifications.
An Unsigned Bid/Bidder Certification Sheet May Be Cause For Rejection
1. Company Name 2. Telephone Number 2a. Fax Number
3. Address
Indicate your organization type:
4. Sole Proprietorship 5. Partnership 6. Corporation
Indicate the applicable employee and/or corporation number:
7. Federal Employee ID No. (FEIN) 8. California Corporation No.
9. Indicate applicable license and/or certification information:
10. Bidder’s Name (Print) 11. Title
12. Signature 13. Date
14. Are you certified with the Department of General Services, Office of Small Business Certification and Resources (OSBCR) as:
b. California Small Business Yes No
If yes, enter certification number:
b. Disabled Veteran Business Enterprise Yes No If yes, enter your service code below:
NOTE: A copy of your Certification is required to be included if either of the above items is checked “Yes”.
Date application was submitted to OSBCR, if an application is pending:
Completion Instructions for Bid/Bidder Certification Sheet
Complete the numbered items on the Bid/Bidder Certification Sheet by following the instructions below.
Item Numbers
Instructions
1, 2, 2a, Must be completed. These items are self-explanatory.
Check if your firm is a sole proprietorship. A sole proprietorship is a form of business in which one person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business.
Check if your firm is a partnership. A partnership is a voluntary agreement between two or more competent persons to place their money, effects, labor, and skill, or some or all of them in lawful commerce or business, with the understanding that there shall be a proportional sharing of the profits and losses between them. An association of two or more persons to carry on, as co-owners, a business for profit.
Check if your firm is a corporation. A corporation is an artificial person or legal entity created by or under the authority of the laws of a state or nation, composed, in some rare instances, of a single person and his successors, being the incumbents of a particular office, but ordinarily consisting of an association of numerous individuals.
Enter your federal employee tax identification number.
Enter your corporation number assigned by the California Secretary of State’s Office. This information is used for checking if a corporation is in good standing and qualified to conduct business in California.
Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.
10,11 12, 13
Must be completed. These items are self-explanatory.
If certified as a California Small Business, place a check in the “Yes” box, and enter your certification number on the line. If certified as a Disabled Veterans Business Enterprise, place a check in the “Yes” box and enter your service code on the line. If you are not certified to one or both, place a check in the “No” box. If your certification is pending, enter the date your application was submitted to OSBCR.
ATTACHMENT 3
RATE SHEET
CTA24022 Eagle Rock Bolt Removal
Item: Description: Price
1 Bolt Removal $
Bid Total $___________________________
**See Exhibit A-1 (Scope of Work Detail) for specifications
ATTACHMENT 4
(Optional)
BIDDER REFERENCES
Submission of this attachment is (optional). Failure to complete and return this attachment with your bid will not cause your bid to be rejected and deemed nonresponsive.
List below three references for services performed within the last five years, which are similar to the scope of work to be performed in this contract.
REFERENCE 1
Name of Firm
Street Address City State Zip Code
Contact Person Telephone Number
Dates of Service Value or Cost of Service
Brief Description of Service Provided
REFERENCE 2
Street Address City State Zip Code
Contact Person Telephone Number
REFERENCE 3
Street Address City State Zip Code
Contact Person Telephone Number
BIDDER DECLARATION
1. Prime bidder information (Review attached Bidder Declaration Instructions prior to completion of this form):
a. Identify current California certification(s) (MB, SB, NVSA, DVBE): ____________ or None ____ (If “None”, go to Item #2)
b. Will subcontractors be used for this contract? Yes ___ No ___ (If yes, indicate the distinct element of work your firm will perform in this contract e.g., list the proposed products produced by your firm, state if your firm owns the transportation vehicles that will deliver the products to the State, identify which solicited services your firm will perform, etc.). Use additional sheets, as necessary.
c. If you are a California certified DVBE: (1) Are you a broker or agent? Yes ___ No ___
(2) If the contract includes equipment rental, does your company own at least 51% of the equipment provided in this contract (quantity and value)? Yes ___ No ___ N/A ___
2. If no subcontractors will be used, skip to certification below. Otherwise, list all subcontractors for this contract. (Attach additional pages if necessary):
Subcontractor Name, Contact Person, Subcontractor Address CA Certification (MB, SB, Work performed or goods provided Corresponding Good 51% Phone Number & Fax Number & Email Address NVSA, DVBE or None) for this contract % of bid price Standing? Rental?
3. CERTIfICATION: By signing this form, I certify under penalty of perjury that the information provided is true and correct.
Printed Name: ______________________________________ Signature: ________________________________ Date Signed: _________________
State of California—Department of General Services, Procurement Division GSPD–05–106 (REV 08/09) Verbal Version
Page_____ of _____
ATTACHMENT 5
BIDDER DECLARATION Instructions All prime bidders (the firm submitting the bid) must complete the Bidder Declaration.
1.a. Identify all current certifications issued by the State of California. If the prime bidder has no California certification(s), check the line labeled “None” and proceed to Item #2. If the prime bidder possesses one or more of the following certifications, enter the applicable certification(s) on the line:
| • | Microbusiness | (MB) | |||
| • | Small | Business | (SB) | ||
| • | Nonprofit | Veteran | Service | Agency | (NVSA) |
| • | Disabled | Veteran | Business | Enterprise | (DVBE) |
1.b. Mark either “Yes” or “No” to identify whether subcontractors will be used for the contract. If the response is “No”, proceed to Item #1.c. If “Yes”, enter on the line the distinct element of work contained in the contract to be performed or the goods to be provided by the prime bidder. Do not include goods or services to be provided by subcontractors.
Bidders certified as MB, SB, NVSA, and/or DVBE must provide a commercially useful function as defined in Military and Veterans Code Section 999 for DVBEs and Government Code Section 14837(d)(4)(A) for small/ microbusinesses.
Bids must propose that certified bidders provide a commercially useful function for the resulting contract or the bid will be deemed non-responsive and rejected by the State. For questions regarding the solicitation, contact the procurement official identified in the solicitation.
Note: A subcontractor is any person, firm, corporation, or organization contracting to perform part of the prime’s contract.
1.c. This Item is only to be completed by businesses certified by California as a DVBE.
(1) Declare whether the prime bidder is a broker or agent by marking either “Yes” or “No”. The Military and Veterans Code Section 999.2 (b) defines “broker” or “agent” as a certified DVBE contractor or subcon-tractor that does not have title, possession, control, and risk of loss of materials, supplies, services, or equipment provided to an awarding department, unless one or more of the disabled veteran owners has at least 51-percent ownership of the quantity and value of the materials, supplies, services, and of each piece of equipment provided under the contract.
(2) If bidding rental equipment, mark either “Yes” or “No” to identify if the prime bidder owns at least 51% of the equipment provided (quantity and value). If not bidding rental equipment, mark “N/A” for”“not applicable.”
2. If no subcontractors are proposed, do not complete the table. Read the certification at the bottom of the form and complete “Page ___ of ___” on the form.
If subcontractors will be used, complete the table listing all subcontractors. If necessary, attach additional pages and complete the “Page ___ of ___” accordingly.
2. (continued) Column Labels
Subcontractor Name, Contact Person, Phone Number & Fax Number—List each element for all subcontractors.
Subcontractor Address & Email Address—Enter the address and if available, an Email address.
CA Certification (MB, SB, NVSA, DVBE or None)—If the subcontractor possesses a current State of California certification(s), verify on this website (www.eprocure.dgs.ca.gov).
Work performed or goods provided for this contract—Identify the distinct element of work contained in the contract to be performed or the goods to be provided by each subcontractor. Certified subcontractors must provide a commercially useful function for the contract. (See paragraph 1.b above for code citations regarding the definition of commercially useful function.) If a certified subcontractor is further subcontract-ing a greater portion of the work or goods provided for the resulting contract than would be expected by normal industry practices, attach a separate sheet of paper explaining the situation.
Corresponding % of bid price—Enter the corresponding percentage of the total bid price for the goods and/or services to be provided by each subcontractor. Do not enter a dollar amount.
Good Standing?—Provide a response for each subcontractor listed. Enter either “Yes” or “No” to indicate that the prime bidder has verified that the subcontractor(s) is in good standing for all of the following:
| • | Possesses | valid | license(s) | for | any | license(s) | or | permits | required | by | the | solicitation | or | by | law | |||
| • | If | a | corporation, | the | company | is | qualified | to | do | business | in | California | and | designated | by | the | State | of |
California Secretary of State to be in good standing
• Possesses valid State of California certification(s) if claiming MB, SB, NVSA, and/or DVBE status
51% Rental?—This pertains to the applicability of rental equipment. Based on the following parameters, enter either “N/A” (not applicable), “Yes” or “No” for each subcontractor listed.
Enter “N/A” if the:
• Subcontractor is NOT a DVBE (regardless of whether or not rental equipment is provided by the subcontractor) or
• Subcontractor is NOT providing rental equipment (regardless of whether or not subcontractor is a DVBE)
Enter “Yes” if the subcontractor is a California certified DVBE providing rental equipment and the subcontractor owns at least 51% of the rental equipment (quantity and value) it will be providing for the contract.
Enter “No” if the subcontractor is a California certified DVBE providing rental equipment but the sub-contractor does NOT own at least 51% of the rental equipment (quantity and value) it will be providing.
3. Read the certification at the bottom of the page. An individual that is authorized to bind the firm contractually is to print their name, sign and date the form. Also, complete the “Page ___ of ____” accordingly.
State of California—Department of General Services, Procurement Division GSPD–05–106 (REV 08/09) Instructions for Verbal Version
ATTACHMENT 6
DVBE Subcontractor Incentive Request
List each certified DVBE that will be subcontracted with. To be granted a bidding incentive, total DVBE subcontractor use must equal at least 1 percent up to a total of 5 percent, unless other specifications are included elsewhere in the agreement, of the total price or cost offered. Each named subcontractor must be actively certified as a DVBE by the bid submission due date and must acknowledge their participation as claimed herein via a DVBE Subcontractor/Supplier Acknowledgement (Attachment 10b). Attach to this form an acknowledgement (Attachment 10b) signed by an authorized representative of each named subcontractor acknowledging their proposed use as described herein.
Name of certified DVBE Subcontractor
Name of Subcontractor
Street address City State Zip Code
Contact Person Telephone number
DVBE
Certification No.
Certification exp. date Participation dollar value Committed % of total bid
Brief description of the commercially useful function(s) to be performed and/or provided:
Name of certified DVBE Subcontractor
Name of Subcontractor
Street address City State Zip Code
Contact Person Telephone number
DVBE
Certification No.
Certification exp. date Participation dollar value Committed % of total bid
Brief description of the commercially useful function(s) to be performed and/or provided:
Name of certified DVBE Subcontractor
Name of Subcontractor
Street address City State Zip Code
Contact Person Telephone number
DVBE
Certification No.
Certification exp. date Participation dollar value Committed % of total bid
Brief description of the commercially useful function(s) to be performed and/or provided:
STATE OF CALIFORNIA – DEPARTMENT OF GENERAL SERVICES PROCUREMENT DIVISION
DISABLED VETERAN BUSINESS ENTERPRISE DECLARATIONS
(Rev. /20 )
Instructions: The disabled veteran (DV) owner(s) and DV manager(s) of the Disabled Veteran Business Enterprise (DVBE) must complete this declaration when a DVBE contractor or subcontractor will provide materials, supplies, services or equipment [Military and Veterans Code Section 999.2]. Violations are misdemeanors and punishable by imprisonment or fine and violators are liable for civil penalties. All signatures are made under penalty of perjury.
SECTION 1
Name of certified DVBE: DVBE Ref. Number:
Description (materials/supplies/services/equipment proposed):
Solicitation/Contract Number: SCPRS Ref. Number:__________________________
(FOR STATE USE ONLY)
SECTION 2
APPLIES TO ALL DVBEs. Check only one box in Section 2 and provide original signatures.
I (we) declare that the DVBE is not a broker or agent, as defined in Military and Veterans Code Section 999.2 (b), of materials, supplies, services or equipment listed above. Also, complete Section 3 below if renting equipment.
Pursuant to Military and Veterans Code Section 999.2 (f), I (we) declare that the DVBE is a broker or agent for the principal(s) listed below or on an attached sheet(s). (Pursuant to Military and Veterans Code 999.2 (e), State funds expended for equipment rented from equipment brokers pursuant to contracts awarded under this section shall not be credited toward the 3-percent DVBE participation goal.)
All DV owners and managers of the DVBE (attach additional pages with sufficient signature blocks for each person to sign):
(Printed Name of DV Owner/Manager) (Signature of DV Owner/ Manager) (Date Signed)
(Printed Name of DV Owner/Manager) (Signature of DV Owner/Manager) (Date Signed)
Firm/Principal for whom the DVBE is acting as a broker or age nt:
(If more than one firm, list on extra sheets.) (Print or Type Name)
Firm/Principal Phone: Address:
SECTION 3
APPLIES TO ALL DVBEs THAT RENT EQUIPMENT AND DECLARE THE DVBE IS NOT A BROKER.
Pursuant to Military and Veterans Code Section 999.2 (c), (d) and (g), I am (we are) the DV(s) with at least 51% ownership of the DVBE, or a DV manager(s) of the DVBE. The DVBE maintains certification requirements in accordance with Military and Veterans Code Section 999 et. seq.
The undersigned owner(s) own(s) at least 51% of the quantity and value of each piece of equipment that will be rented for use in the contract identified above. I (we), the DV owners of the equipment, have submitted to the administering agency my (our) personal federal tax return(s) at time of certification and annually thereafter as defined in Military and Veterans Code 999.2, subsections (c) and (g). Failure by the disabled veteran equipment owner(s) to submit their personal federal tax return(s) to the administering agency as defined in Military and Veterans Code 999.2, subsections
(c) and (g), will result in the DVBE being deemed an equipment broker.
Disabled Veteran Owner(s) of the DVBE (attach additional pages with signature blocks for each person to sign):
(Printed Name) (Signature) (Date Signed)
(Address of Owner) (Telephone) (Tax Identification Number of Owner)
Disabled Veteran Manager(s) of the DVBE (attach additional pages with sufficient signature blocks for each person to sign):
(Printed Name of DV Manager) (Signature of DV Manager) (Date Signed)
Page of
ATTACHMENT 8
DARFUR CONTRACTING ACT CERTIFICATION
Pursuant to Public Contract Code section 10478, if a bidder or proposer currently or within the previous three years has had business activities or other operations outside of the United States, it must certify that it is not a “scrutinized” company as defined in Public Contract Code section 10476.
Therefore, to be eligible to submit a bid or proposal, please insert your company name and Federal ID Number and complete only one of the following three paragraphs (via initials for Paragraph # 1 or Paragraph # 2, or via initials and certification for Paragraph # 3):
Company/Vendor Name (Printed)
Federal ID Number
Printed Name and Title of Person Initialing (for Options 1 or 2)
1. _____ We do not currently have, and have not had within the previous three Initials years, business activities or other operations outside of the United States.
OR
2. _____ We are a scrutinized company as defined in Public Contract Code Initials Section 10476, but we have received written permission from the
Department of General Services (DGS) to submit a bid or proposal pursuant to Public Contract Code section 10477(b). A copy of the written permission from DGS is included with our bid or proposal.
OR
3. _____ We currently have, or we have had within the previous three years, Initials business activities or other operations outside of the United States, + certification but we certify below that we are not a scrutinized company as defined below in Public Contract Code section 10476.
CERTIFICATION For # 3.
I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly authorized to legally bind the prospective proposer/bidder to the clause listed above in #3.
This certification is made under the laws of the State of California.
By (Authorized Signature)
Printed Name and Title of Person Signing
Date Executed Executed in the County and State of
STATE OF CALIFORNIA – DEPARTMENT OF FINANCE
PAYEE DATA RECORD
(Required when receiving payment from the State of California in lieu of IRS W-9 or W-7) STD 204 (Rev. 03/2021)
Section 1 – Payee Information NAME (This is required. Do not leave this line blank. Must match the payee’s federal tax return)
BUSINESS NAME, DBA NAME or DISREGARDED SINGLE MEMBER LLC NAME (If different from above)
MAILING ADDRESS (number, street, apt. or suite no.) (See instructions on Page 2)
CITY, STATE, ZIP CODE E-MAIL ADDRESS
Section 2 – Entity Type Check one (1) box only that matches the entity type of the Payee listed in Section 1 above. (See instructions on page 2)
CORPORATION (see instructions on page 2)SOLE PROPRIETOR / INDIVIDUAL MEDICAL (e.g., dentistry, chiropractic, etc.)SINGLE MEMBER LLC Disregarded Entity owned by an individual
PARTNERSHIP
ESTATE OR TRUST
LEGAL (e.g., attorney services)
EXEMPT (e.g., nonprofit)
ALL OTHERS
Section 3 – Tax Identification Number Enter your Tax Identification Number (TIN) in the appropriate box. The TIN must match the name given in Section 1 of this form. Do not provide more than one (1) TIN.
The TIN is a 9-digit number. Note: Payment will not be processed without a TIN.
For Individuals, enter SSN.
If you are a Resident Alien, and you do not have and are not eligible to get an SSN, enter your ITIN.
Grantor Trusts (such as a Revocable Living Trust while the grantors are alive) may not have a separate FEIN. Those trusts must enter the individual grantor’s SSN.
For Sole Proprietor or Single Member LLC (disregarded entity), in which the sole member is an individual, enter SSN (ITIN if applicable) or FEIN (FTB prefers SSN).
For Single Member LLC (disregarded entity), in which the sole member is a business entity, enter the owner entity’s FEIN. Do not use the disregarded entity’s FEIN.
For all other entities including LLC that is taxed as a corporation or partnership, estates/trusts (with FEINs), enter the entity’s FEIN.
Social Security Number (SSN) or Individual Tax Identification Number (ITIN)
OR
Federal Employer Identification Number
(FEIN)
Section 4 – Payee Residency Status (See instructions)
CALIFORNIA RESIDENT – Qualified to do business in California or maintains a permanent place of business in California.
CALIFORNIA NONRESIDENT – Payments to nonresidents for services may be subject to state income tax withholding.
No services performed in California
Copy of Franchise Tax Board waiver of state withholding is attached.
Section 5 – Certification I hereby certify under penalty of perjury that the information provided on this document is true and correct.
Should my residency status change, I will promptly notify the state agency below.
NAME OF AUTHORIZED PAYEE REPRESENTATIVE TITLE E-MAIL ADDRESS
SIGNATURE DATE TELEPHONE (include area code)
Section 6 – Paying State Agency Please return completed form to:
STATE AGENCY/DEPARTMENT OFFICE UNIT/SECTION
MAILING ADDRESS FAX TELEPHONE (include area code)
CITY STATE ZIP CODE E-MAIL ADDRESS
CALIFORNIA TAHOE CONSERVANCY PROCUREMENT
1061 THIRD STREET
SOUTH LAKE TAHOE CA 96150 procurement@tahoe.ca.gov
Print Form Reset Form
STATE OF CALIFORNIA – DEPARTMENT OF FINANCE
PAYEE DATA RECORD
(Required when receiving payment from the State of California in lieu of IRS W-9 or W-7) STD 204 (Rev. 03/2021)
GENERAL INSTRUCTIONS
Type or print the information on the Payee Data Record, STD 204 form. Sign, date, and return to the state agency/department office address shown in Section 6.
Prompt return of this fully completed form will prevent delays when processing payments.
Information provided in this form will be used by California state agencies/departments to prepare Information Returns (Form1099).
NOTE: Completion of this form is optional for Government entities, i.e. federal, state, local, and special districts.
A completed Payee Data Record, STD 204 form, is required for all payees (non-governmental entities or individuals) entering into a transaction that may lead to a payment from the state. Each state agency requires a completed, signed, and dated STD 204 on file; therefore, it is possible for you to receive this form from multiple state agencies with which you do business.
Payees who do not wish to complete the STD 204 may elect not to do business with the state. If the payee does not complete the STD 204 and the required payee data is not otherwise provided, payment may be reduced for federal and state backup withholding. Amounts reported on Information Returns (Form 1099) are in accordance with the Internal Revenue Code (IRC) and the California Revenue and Taxation Code (R&TC).
Section 1 – Payee Information Name – Enter the name that appears on the payee's federal tax return. The name provided shall be the tax liable party and is subject to IRS TIN matching (when applicable).
Sole Proprietor/Individual/Revocable Trusts – enter the name shown on your federal tax return.
Single Member Limited Liability Companies (LLCs) that is disregarded as an entity separate from its owner for federal tax purposes - enter the name of the individual or business entity that is tax liable for the business in section 1. Enter the DBA, LLC name, trade, or fictitious name under Business Name.
Note: for the State of California tax purposes, a Single Member LLC is not disregarded from its owner, even if they may be disregarded at the Federal level.
Partnerships, Estates/Trusts, or Corporations – enter the entity name as shown on the entity’s federal tax return. The name provided in Section 1 must match to the TIN provided in section 3. Enter any DBA, trade, or fictitious business names under Business Name.
Business Name – Enter the business name, DBA name, trade or fictitious name, or disregarded LLC name.
Mailing Address – The mailing address is the address where the payee will receive information returns. Use form STD 205, Payee Data Record Supplement to provide a remittance address if different from the mailing address for information returns, or make subsequent changes to the remittance address.
Section 2 – Entity Type If the Payee in Section 1 is a(n)… THEN Select the Box for…
Grantor (Revocable Living) Trust disregarded for federal tax purposes Sole Proprietor/Individual Limited Liability Company (LLC) owned by an individual and is disregarded for federal tax purposes Single Member LLC-owned by an individual Partnerships Limited Liability Partnerships (LLP) and, LLC treated as a Partnership Partnerships Estate Trust (other than disregarded Grantor Trust) Estate or Trust Corporation that is medical in nature (e.g., medical and healthcare services, physician care, nursery care, dentistry, etc. LLC that is to be taxed like a Corporation and is medical in nature
Corporation-Medical
Corporation that is legal in…
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