3086-_Professional_Services_for_Tax_Recovery_Services.pdf

CLOVIS UNIFIED

SCHOOL DISTRICT

REQUEST FOR PROPOSAL # 3086

IRA Tax Credit Recovery Services

RESPONSE DEADLINE

July 21, 2026 at 2:00 PM

CLOVIS UNIFIED SCHOOL DISTRICT

NOTICE OF REQUEST FOR PROPOSALS (“RFP”) # 3086

The Board of Trustees of the Clovis Unified School District of Fresno County, California is requesting proposals from qualified firms to provide professional consulting services associated with identifying, documenting, preparing, submitting, and supporting federal clean energy incentive reimbursement claims available under the Inflation Reduction Act of 2022 (“IRA”), including reimbursement opportunities associated with completed District energy projects.

Sealed proposals for RFP #3086, IRA Tax Credit Recovery Services, must be received no later than 2:00 PM (PST) on Tuesday, July 21, 2026, at the Purchasing Department of Clovis Unified School District, located at 1450 Herndon Avenue, Clovis, California 93611-0599.

Award of a contract will be made to the firm offering the most advantageous proposal in the applicable areas of specialization. The District is not obligated to make an award and is not obligated to accept the lowest priced proposal, but will make any award in the best interest of the District after all factors have been evaluated.

The Board of Trustees reserves the right to accept or reject any or all proposals, alternate proposals, or price, in whole or in part, or waive any formalities, technical defect, clerical error, or irregularity in any proposal received, and to be the sole judge of the responsibility of any proposer and of the suitability of the services offered. All Proposals shall be valid for ninety (90) days after the Proposal opening date.

RFP Documents are available on the District website at https://www.cusd.com/bid-schedule. Further information may be obtained from Tatum Toste, Director of Purchasing, phone: (559) 327-9479, Email: tatumtoste@cusd.com

Published: Dates: (1) 06/15/2026 (2) 06/22/2026

CLOVIS UNIFIED SCHOOL DISTRICT

Michael Johnston Associate Superintendent of Administrative Services mailto:tatumtoste@cusd.com

Clovis Unified School District RFP# 3086- IRA Tax Credit Recovery Services

I. PURPOSE OF REQUEST

The purpose of this Request for Proposal (“RFP”) is to solicit proposals for professional services associated with identifying, documenting, preparing, submitting, and supporting federal clean energy incentive reimbursement claims available under the Inflation Reduction Act of 2022 (“IRA”), including and other reimbursement opportunities associated with completed District energy projects.

The District seeks qualified firms with demonstrated experience supporting public agencies in obtaining energy reimbursements, including assistance with compliance review, documentation development, IRS registration, filing preparation, filing submission support, reimbursement administration, and post-submission support.

Qualified firms with demonstrated experience supporting public agencies in obtaining energy reimbursements are invited to submit proposals in accordance with the requirements set forth in this Request for Proposals

The District’s needs are outlined as follows;

II. BACKGROUND

The Clovis Unified School District, located in Fresno County, is the eleventh largest K-12 public school system in California and serves the cities of Clovis and Fresno, some unincorporated areas of Fresno County, and the rural community of Friant. The District covers approximately 198 square miles and has a student population slightly over 44,000.

The District has recently completed two energy-related projects associated with new construction, one at the Terry Bradley Educational Center, totaling approximately $6,572,920, and another at Hirayama Elementary School, totaling approximately $2,279,470. The District intends to pursue all available reimbursements and eligible incentive funding associated with these projects.

III. TIME SCHEDULE

The schedule below is tentative. The District reserves the right to change the schedule at any time with or without advance notice.

EVENT DATE

Issue RFP June 15, 2026

Question Deadline (submit questions via email to tatumtoste@cusd.com, with RFP 3086 in the subject line)

July 6, 2026 at

1:00pm (PST)

Deadline for Submittal of Proposals

(Original proposal to be submitted in sealed envelope along with electronic copy on USB drive)

July 21, 2026 before 2:00pm

(PST)

Selection of Firms for Interview July- August, IV. INSTRUCTIONS TO PROPOSERS

A. AVAILABILITY OF DOCUMENTS: Proposals must include the forms which are a part of the Proposal Package contained in this RFP. Prospective Proposers may obtain electronic documents at no cost. Documents may be obtained from the

District online at https://www.cusd.com/bid-schedule .

B. EXAMINATION OF DOCUMENTS: The District has made copies of the proposal documents available, as indicated above. Proposers shall be solely responsible for examining the documents, including any Addenda issued during the proposal period, and for informing itself with respect to local labor availability, means of transportation, necessity for security, laws and codes, local permit requirements, wage scales, local tax structure, licensing requirements, availability of required insurance, and other factors that could affect the work if applicable. Proposers are responsible for consulting the standards referenced in the documents.

Failure of Proposer to so examine and inform itself shall be at its sole risk, and no relief for error or omission will be given except as required under State law.

C. INTERPRETATION OF DOCUMENTS: Discrepancies in, and/or omissions from the documents or questions as to their meaning shall be immediately brought to the attention of the District by submission of a written request for an interpretation or correction to the District. Such submission, if any, must be sent to the Clovis Unified School District by e-mailing tatumtoste@cusd.com before the question deadline. Any interpretation of the Contract Documents will be made only by written addenda. The District will not be responsible for any explanations or interpretations provided in any other manner. No person is authorized to make any oral interpretation of any provision in the documents to any Proposer, and no Proposer should rely on any such oral interpretation.

D. ADDENDA: The District reserves the right to revise the documents prior to the proposal opening date. Revisions, if any, shall be made by written Addenda. All addenda issued by the District shall be included in the proposal and made part of the Contract Documents. The District may determine, in its sole discretion, whether an Addendum warrants postponement of the proposal submission date.

Addenda will be posted on the District’s webpage:

https://www.cusd.com/bid-schedule. Copies of Addenda may also be obtained by e-mail without charge to all parties by contacting Tatum Toste, Director of

Purchasing at tatumtoste@cusd.com. Please Note: Proposers are responsible for ensuring that they have received any and all Addenda.

E. ALTERNATE PROPOSALS: Only one final proposal is to be submitted by each

Panel Scoring / Contract Negotiations August, 2026

Governing Board Approval September 9, Notify Recommended Firm September 10, https://www.cusd.com/bid-schedule mailto:tatumtoste@cusd.com

Proposer. Multiple proposals will result in rejection of all proposals submitted by the Proposer.

F. SIGNING OF PROPOSALS: All Proposals submitted shall be executed by the Proposer or its authorized representative. Proposers may be asked to provide evidence in the form of an authenticated resolution of its Board of Directors or a Power of Attorney evidencing the capacity of the person signing the Proposal to bind the Proposer to each Proposal and to any Contract arising therefrom.

G. SUBMISSION OF SEALED PROPOSALS: Once the Proposal and supporting documents have been completed and signed as set forth herein, they shall be placed, along with other required materials in an envelope, sealed, addressed and delivered to the District at the place and to the attention of the person indicated in the Notice to Bidders. No oral or telephonic proposals will be considered. No forms transmitted via the internet, e-mail, facsimile, or any other electronic means will be considered. Proposals are to be completed and submitted as called for the in the Instructions to Proposers. Incomplete proposals may be rejected or scored lower at the discretion of the District.

H. DELIVERY AND OPENING OF PROPOSALS: Proposals will be received by the District at the address shown in the Notice to Bidders up to the date and time shown therein. The District will leave unopened any Proposal received after the specified date and time, and any such unopened Proposal will be returned to the Proposer. It is the Proposer’s sole responsibility to ensure that its Proposal is received as specified. Proposals may be submitted earlier than the dates(s) and time(s) indicated. The District recommends hand delivery.

District reserves the right to reject any or all Proposals and to waive any informality or irregularity in any Proposal. In the event of a discrepancy between the written amount of the Proposal Price and the numerical amount of the Proposal Price, the written amount shall govern.

J. WITHDRAWAL OF PROPOSAL: Prior to proposal deadline, a Proposal may be withdrawn by the Proposer only by means of a written request signed by the Proposer or its properly authorized representative.

K. DISQUALIFICATION OF PROPOSERS; INTEREST IN MORE THAN ONE

PROPOSAL: No person, firm, or corporation shall be allowed to make, or file, or be interested in more than one proposal for the same work unless alternate proposals are specifically called for. A person, firm, or corporation that has submitted a sub-proposal to a proposer, is not thereby disqualified from submitting a sub-proposal or quoting prices to other proposers or making a prime proposal.

L. SALES AND OTHER APPLICABLE TAXES, PERMITS, LICENSES AND FEES:

Firm(s) will be required to pay any applicable California sales tax and other applicable taxes, and to pay for any applicable permits, licenses and fees required by the agencies with authority over the work.

M. PAYMENTS/INVOICES: Invoices must be itemized, addressed to Clovis Unified School District, 1450 E. Herndon, Clovis, CA, 93611-0599, submitted pursuant to the contract documents and e-mailed to: generalaccounting@cusd.com .

N. LIQUIDATED DAMAGES: In the event that the awarded Proposer fails to deliver the contracted services by the time specified in the contract, the District shall impose a late penalty charge. This penalty shall be taken as a credit against the invoice to the District. The penalty charge shall be imposed at a rate of 3.5% per day against the total dollar value of the late delivered services.

O. GRATUITIES: Proposers shall not provide, offer, imply, or otherwise extend any gratuities, including cash gifts, services, allowances, or enticements in any manner or form, to officers, employees, students, agents, or representatives of the District.

P. IRS REQUIREMENTS: The District shall view the legal position of the Proposer as an “Independent Contractor” and that all persons employed to furnish services are employees of the Proposer and not of the District.

Q. DISPOSITION OF PROPOSALS: All materials submitted in response to the RFP with the exemption of financial records will become the property of the Clovis Unified School District. The original copy shall be retained for official files and will become a public record in accordance with the Freedom of Information Act.

R. INSURANCE: During the term of the Contract, Proposer shall maintain general liability insurance of no less than two million dollars ($2,000,000) single limit per occurrence, issued by an admitted insurer or insurers and defined by the California Insurance Code. The Clovis Unified School District, its officers, employees, and agents are to be named as additional insured under the policy.

Proof of coverage and additional insured endorsement shall be provided to the Clovis Unified School District on or before the effective date of the Contract.

Further, during the term of the Contract, Proposer shall fully comply with the terms of the law of California concerning Workers’ Compensation. Said compliance shall include, but not be limited to, maintaining in full force and affect one or more policies of insurance to insure against any liability Proposer may have for Workers’ Compensation.

END OF INSTRUCTIONS TO PROPOSERS

V. SCOPE OF WORK

The selected firm(s) shall provide professional services associated with evaluating, documenting, preparing, submitting, and supporting federal clean energy incentive reimbursement claims available under the Inflation Reduction Act of 2022 (“IRA”) mailto:generalaccounting@cusd.com for completed District energy projects. Services shall include, but are not limited to the following;

A. ELIGIBILITY ASSESSMENT: The firm shall review completed District energy project documentation and evaluate project eligibility for applicable federal clean energy incentives, including Investment Tax Credits (“ITC”), Elective Pay (“Direct Pay”) reimbursement opportunities, and applicable bonus credit programs. The firm shall identify potential reimbursement opportunities as well as any deficiencies or risks that may impact eligibility or reimbursement value.

B. COMPLIANCE REVIEW: The firm shall review prevailing wage compliance documentation, apprenticeship compliance documentation, procurement records, contracting records, and contractor-provided documentation relevant to IRA eligibility requirements. The firm shall evaluate compliance with applicable federal requirements and identify any deficiencies, missing records, or compliance gaps that may affect reimbursement eligibility.

C. DOCUMENTATION RECONSTRUCTION: The firm shall coordinate with District staff, contractors, engineers, legal counsel, financial advisors, and other parties as necessary to obtain and organize required project documentation. The firm shall assist in reconstructing missing or incomplete records where feasible and shall organize supporting documentation into audit-ready compliance files and reimbursement support records.

D. IRS AND TREASURY REGISTRATION SUPPORT: The firm shall assist the District with Treasury and IRS pre-filing registration requirements associated with Elective Pay reimbursement claims. Services shall include preparation and submission support associated with obtaining required registration numbers, coordinating registration timelines, and assisting the District in satisfying applicable federal registration requirements.

E. FEDERAL FILING PREPARATION AND FILING SERVICES: The firm shall provide direct filing services on behalf of the District associated with federal clean energy incentive reimbursement claims available under the Inflation Reduction Act (“IRA”), including Elective Pay (“Direct Pay”) reimbursement claims and associated Investment Tax Credit (“ITC”) filings.

The firm shall prepare, complete, coordinate, and submit all applicable federal registration materials, filing documentation, supporting schedules, and reimbursement claim documentation necessary to pursue available federal clean energy incentives on behalf of the District, in coordination with authorized District representatives.

Services shall include preparation and submission support associated with Treasury and IRS pre-filing registration requirements, eligible basis calculations, placed-in-service documentation, compliance documentation, supporting schedules, and all other records reasonably necessary to support reimbursement claims.

The firm shall coordinate directly with the District’s financial advisors, auditors, legal counsel, tax professionals, contractors, and other consultant as necessary to support filing completion and reimbursement eligibility.

The firm shall maintain organized audit-ready filing records and supporting documentation files and shall assist the District with responding to IRS or Treasury requests for additional information, corrections, or audit inquiries associated with submitted claims.

If any filing activity must legally be completed or signed by a licensed CPA, attorney, authorized tax preparer, or authorized District representative, the firm shall clearly identify such requirements and coordinate completion with the appropriate parties.

F. POST-SUBMISSION SUPPORT : The firm shall provide support following submission of reimbursement claims, including assistance responding to IRS or Treasury requests for additional information, supporting audit preparation activities, assisting the District with reimbursement tracking and related documentation, and coordinating post-submission communications associated with submitted claims.

The firm may also provide recommendations for future compliance procedures, procurement practices, and documentation standards associated with federal clean energy incentive programs.

END OF STATEMENT OF WORK

VI. PROPOSAL REQUIREMENTS

A. GENERAL: Proposers must submit a complete response to this RFP. Proposals must be submitted in the format and order outlined below.

Proposals should be prepared simply and economically, providing a straightforward, concise description of capabilities to satisfy the requirements of the request. Special bindings, colored displays, promotional materials, etc. are acceptable but not required. Emphasis should be on completeness and clarity of content.

Proposals should be as thorough and detailed as possible so that District staff may properly evaluate the firm's capabilities to provide the required services.

Proposal should provide best and final fixed pricing for services provided with no hidden fees. Proposal pricing is to include all fees for any and all materials, travel and services required in relation to the desired services.

Sealed packages shall be delivered to the address specified in the Notice of Request for Proposals, before 2:00pm on Tuesday, July 21, 2026, to include one

(1) original, six (6) copies and one (1) electronic copy of the Proposal on external USB drive. No faxed, e-mailed or telephone proposals will be accepted.

B. PROPOSAL REQUIREMENTS: Proposals are to be submitted in the following format, on 8-1/2” x 11” paper with a table of contents, numbered for each of the following sections:

(a) SECTION 1- TITLE: Indicate the Request for Proposal Title being provided, the name of the Firm, local address, the name of the firm's contact person for the purpose of this RFP, the email address and telephone number of the contact person, and the date.

(b) SECTION 2- TABLE OF CONTENTS: Include a clear identification of the material included in the firm's response by section and by page number.

(c) SECTION 3- PROFILE OF FIRM: Provide a brief description of Proposer’s firm to include the following:

1. Firm Information: Provide the legal name of the firm, business address, primary contact information, and a description of the firm’s organizational structure, including the location of the office from which the work will be done if the firm is awarded the contract and the number of professional staff employed at this office.

2. Firm Experience: Provide an overview of the firm’s experience related to IRA reimbursement services, federal clean energy incentive filings, Direct Pay reimbursement administration, and services provided to public agencies or K-12 school districts.

3. Project Team: Provide the names, titles, qualifications, licenses, and relevant experience of all personnel proposed for this engagement, including any subcontractors, affiliated firms, CPAs, attorneys, or authorized tax preparers participating in filing preparation or submission activities. State the location of the office from which the work will be done if the firm is awarded the contract and the number of professional staff employed at this office.

4. Technical Approach: Provide a detailed description of the firm’s proposed approach for eligibility review, compliance evaluation, documentation reconstruction, filing preparation, filing submission, reimbursement administration, audit support, risk identification and post-submission support. Discuss this office's experience in auditing computerized systems, particularly those of school districts, including the number and classifications of personnel skilled in computer-related audit service.

5. Federal Filing Experience: Describe the firm’s experience preparing and submitting federal clean energy incentive reimbursement filings, including the number of successful filings on behalf of public school districts, the firm’s filing support process, experience with IRS registration support, preparation of supporting documentation, support provided in connection with IRS inquiries or audits, and coordination procedures with CPAs, attorneys, legal counsel, and other advisors. Proposer shall also identify any limitations associated with filing preparation, filing submission, or reimbursement administration services.

(d) SECTION 4- STAFFING AND QUALIFICATIONS: Provide a description of Proposer’s staffing and qualifications that demonstrate the minimum qualifications to in include:

1. Experience supporting public-sector or tax-exempt entities pursuing IRA Elective Pay (“Direct Pay”) reimbursements.

2. Experience with renewable energy tax incentives, including Investment Tax Credits (“ITC”).

3. 4Experience reviewing prevailing wage and apprenticeship compliance requirements under the Inflation Reduction Act.

4. Experience supporting K-12 school districts, municipalities, public agencies, or other governmental entities.

5. Experience preparing and supporting federal clean energy incentive filings and associated compliance documentation.

6. Knowledge of IRS and Treasury guidance applicable to Direct Pay reimbursement programs.

7. Experience supporting post-construction compliance review and documentation reconstruction.

8. Experience directly preparing and submitting federal clean energy incentive reimbursement filings on behalf of public-sector or tax-exempt entities.

9. Experience serving as filing representative for public agencies or school districts

10. Successful recovery of federal clean energy reimbursements on behalf of public-sector clients

(e) SECTION 5- REFERENCES: Provide a list of clients for whom the firm has provided related services for in the past five (5) years, preferably involving school districts and public agencies. Indicate the scope of work performed for each of the reference clients. Include the name of the client, address, email address and telephone number.

(f) SECTION 6- COST: Provide a fee proposal identifying all costs associated with the proposed services detailed in Attachment A, Proposal Form. Costs as specified in this Section shall be based upon the scope of the work as specified herein.

It is understood that if the scope of the work is increased and/or decreased, the maximum cost as proposed would be adjusted upwards and/or downwards as appropriate through contract amendment.

Provide information related to any potential additional fee assumptions and exclusions.

(g) SECTION 7- ADDITIONAL INFORMATION; If firm desires to present additional information, such additional information shall be presented in this section of the response. If there's no additional information to present, indicate, "There is no additional information."

END OF PROPOSAL REQUIREMENTS

VII. SELECTION CRITERIA

A. GENERAL: This section of the Request for Proposals describes the general procedures that will be utilized in the selection of process. Responses will be evaluated by a panel of District staff. Information provided in the proposals, and information provided during presentations will be utilized in the selection process as applicable. The successful firm will be chosen based upon their ability to best meet the needs of the District, as per the evaluation criteria, and not solely based upon price.

The District reserves the right to reject all proposals, or to waive any or all irregularities and award the contract to the firm which, in the sole opinion of the District, provides best overall value and best fulfills the terms and conditions of this request.

Award shall be made to the firm whose proposal is scored the highest by District’s evaluation team. The evaluation, scoring and award decision of District shall be final.

B. ORAL PRESENTATION: No more than five (5) apparent successful firms may be requested to present a formal presentation to the evaluation panel. The purpose of the presentation is to introduce the firm(s) professional staff, briefly discuss their technical and management plans for the services and answer any questions the District may have.

C. EVALUATION METHOD: The evaluation formula and the values assigned to the criteria that will be used by the proposal review team will be weighted. Total scores will be determined by adding the points received. Values will be assessed as follows:

(a) COST- (30 POINTS MAXIMUM): District will evaluate all costs for the proposed services.

(b) APPROACH- (20) POINTS MAXIMUM): District will consider firm(s) technical approach and work plan.

(c) EXPERIENCE AND EXPERTISE- (30 POINTS MAXIMUM): District will assess firm(s) profile, references, experience in providing similar services to K-12 agencies, staffing and overall success rate.

(d) COMPLETENESS OF RFP- (10 POINTS MAXIMUM): District will evaluate firm(s) Proposal for completeness, including complete responses to all required items, inclusion of standard forms as required and compliance with proposal preparation & submission format requirements.

(e) PRESENTATION- (10 POINTS MAXIMUM): District will rate the firm(s) presentation, including the actual presentation as well as additional information provided in response to District questions.

D. AWARD: Award of contract will be made to the firm offering the most advantageous proposal in the applicable area(s) of specialization. The District is not obligated to make an award and is not obligated to accept the lowest priced proposal, but will make any award in the best interest of the District after all factors have been evaluated.

END OF SELECTION CRITERIA

Attachment A

PROPOSAL FORM

RFP No. 3086

***Required Form***

Business Name:______________________________________________________

Authorized Contact Name:_____________________________________________

Business Address:_____________________________________________________

Business Telephone: (___) ___________E-MAIL: ____________________________

TO: CLOVIS UNIFIED SCHOOL DISTRICT, acting by and through its Governing Board, herein called the "District:"

1. The undersigned bidder, having become familiarized with all the Request for Proposal documents inclusive of ALL PAGES, the local conditions affecting the performance of the work at the place where the work is to be done, hereby proposes and agrees to be bound by all the terms and conditions of the Request for Proposal Documents and agrees to perform, within the time stipulated, the work, including all of its component parts, and everything required to be performed, and to provide and furnish and pay for any and all of the labor, materials, supplies, tools, expendable equipment, and all applicable taxes, utility and transportation services necessary to perform the work and complete in a good workmanlike manner all of the work required in accordance with laws, codes, regulations, ordinances and any other legal requirements governing the work, in connection with the following:

all in strict conformity with the Proposal Documents, including Addenda Nos.

,___, , , on file at the office of the District pursuant to the sums as set forth in the Proposal Forms.

2. It is understood that the District reserves the right to reject this proposal and that this proposal shall remain open and not be withdrawn for ninety (90) days.

3. It is understood and agreed that if written notice of award of this proposal is delivered to the undersigned after the opening of the proposal, and within the time this proposal is required to remain open (90 days), any time thereafter before this proposal is withdrawn, the undersigned will execute and deliver to the District a contract in accordance, all within ten (10) business days after receipt of notification of award.

4. Notice of acceptance or requests for additional information should be addressed to the undersigned at the address stated below:

5. The names of all persons interested in the foregoing proposal as principals are as follows:

(IMPORTANT NOTICE: If proposer or other interested person is a corporation, state legal name of corporation, also names of the president, secretary, treasurer, and manager thereof;

if a co-partnership, state true name of firm, also names of all individual copartners composing firm; if proposer or other interested person is an individual, state first and last names in full.)

The undersigned, doing business under the full and complete legal firm name as set forth below, having examined the Notice Inviting Proposals, Instructions to Proposers, Scope of Work, Proposal Form, Vendor Questionnaire and all other documents forming a part of the Proposal package for the above-referenced proposal, hereby proposes to perform the Agreement, including all of its component parts, and to furnish all materials called by them for the entire order for the prices set forth in the proposal package. The entire proposal package is submitted, together with this Proposal Form.

Name of Company:

Legal Status:

(i.e. sole proprietorship, partnership, corporation)

Authorized Representative:

Signature

Name (print or type)

Title

Date

PROPOSAL FORM

ITEMIZED PRICING FORM

RFP No. 3086

GENERAL CRITERIA FOR PRICING OF SERVICES

All pricing shall include all labor, supervision, administration, overhead, travel, materials, and incidental expenses necessary to perform the services described in the RFP. Proposed pricing shall represent a final fixed cost for each classification. No additional miscellaneous costs will be paid beyond the proposed pricing.

Please complete the table below for the services provided by your firm.

1. BASE SERVICES FEE

Provide the proposed fee for completing the services described in the

RFP

Service Description Proposed Fee

Eligibility Review and Incentive Assessment $

Compliance Review $

Documentation Reconstruction Support $

IRS / Treasury Registration Support $

Federal Filing Preparation Services $

Filing Submission Support $

Post-Submission Support $

Audit Support Services $

Other- (Describe) $

Other- (Describe) $

Total Proposed Base Fee $

2. HOURLY RATES (IF APPLICABLE)

Provide hourly billing rates for personnel who may perform services under this agreement.

Personnel Classification Hourly Rate

3. SUCCESS-BASED COMPENSATION (IF APPLICABLE)

If proposing a success fee or contingency-based compensation structure, provide details below.

Description Proposed Percentage / Fee

Percentage of Recovered Reimbursement %

Basis for Calculation

Maximum Compensation Limit (if any) $

If no success fee is proposed, indicate “Not Applicable.”

4. REIMBURSABLE EXPENSES

Identify any reimbursable expenses not included in the proposed fees.

Expense Description Cost / Basis

5. OPTIONAL SERVICES

Identify any optional services not included in the Base Services Fee.

Optional Service Proposed Fee

6. SUBCONSULTANTS / AFFILIATED FIRMS

Identify all subcontractors, affiliated firms, CPAs, attorneys, or tax professionals whose services are included within the proposed fee structure.

Optional Service Proposed Fee

7. FEE ASSUMPTIONS AND EXCLUSIONS

Proposer shall identify any assumptions, exclusions, limitations, or conditions associated with this fee proposal.

Assumptions and Exclusions

NON-COLLUSION DECLARATION

TO BE EXECUTED BY PROPOSER AND SUBMITTED WITH PROPOSAL

State of California)

County Of Fresno)

The undersigned declares: I am the ___________________________ of

_________________________, the party making the foregoing proposal. The proposal is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The proposal is genuine and not collusive or sham. The proposer has not directly or indirectly induced or solicited any other proposer to put in a false or sham proposal. The proposer has not directly or indirectly colluded, conspired, connived, or agreed with any proposer or anyone else to put in a sham proposal, or to refrain from proposing. The proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the proposal price of the proposer or any other proposer, or to fix any overhead, profit, or cost element of the proposal price, or of that of any other proposer. All statements contained in the proposal are true. The proposer has not, directly or indirectly, submitted his or her proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, proposal depository, or to any member or agent thereof, to effectuate a collusive or sham proposal, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a proposer that is a corporation, partnership, joint venture, limited liability, company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the proposer. I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on ________________(date), at ____________________(city), _______(State).

I certify (or declare) under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Signature of Proposer: Date

REFERENCES

Firm must include information from at least five (5) references with their response. At least three of these references should be from California school districts where the firm has provided similar services.

Name of Reference:

Address:

Contact Person and Title:

Contact Phone Number:

Contact Email:

Dates of Service:

Contact Person and Title:

Contact Phone Number:

Contact Person and Title:

Contact Phone Number:

Contact Person and Title:

Contact Phone Number:

Contact Person and Title:

Contact Phone Number:

IRAN CONTRACTING ACT

(Public Contract Code Sections 2202-2208)

Prior to bidding on or submitting a proposal for a contract for goods or services of

$1,000,000 or more, the bidder/proposer must submit this certification pursuant to Public

Contract Code section 2204.

The bidder/proposer must complete ONLY ONE of the following two options. To complete

OPTION 1, check the corresponding box and complete the certification below. To complete

OPTION 2, check the corresponding box, complete the certification below, and attach documentation demonstrating the exemption approval.

OPTION 1 Bidder/Proposer is not on the current list of persons engaged in investment activities in Iran created by the California Department of General

Services (“DGS”) pursuant to Public Contract Code section 2203(b), and we are not a financial institution extending twenty million dollars ($20,000,000) or more in credit to another person, for 45 days or more, if that other person will use the credit to provide goods or services in the energy sector in Iran and is identified on the current list of persons engaged in investment activities in

Iran created by DGS.

OPTION 2 Bidder/Proposer has received a written exemption from the certification requirement pursuant to Public Contract Code sections 2203(c) and (d). A copy of the written documentation demonstrating the exemption approval is included with our bid/proposal.

CERTIFICATION:

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY, that I am duly authorized to legally bind the bidder/proposer to the OPTION selected above.

This certification is made under the laws of the State of California.

Vendor Name/Financial Institution (Printed) Federal ID Number (or n/a)

By (Authorized Signature)

Printed Name and Title of Person Signing Date Executed

Contractor and Grantee Compliance with Economic Sanctions Imposed in Response to Russia’s Actions in Ukraine

On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (EO) regarding sanctions in response to Russian aggression in Ukraine. The EO is located at https://www.gov.ca.gov/wp-content/uploads/2022/03/3.4.22-Russia-Ukraine-Executive- Order.pdf.

The EO directs all agencies and departments that are subject to the Governor’s authority to take certain immediate steps, including notifying all contractors and grantees of their obligations to comply with existing economic sanctions imposed by the U.S. government in response to Russia's actions in Ukraine, as well as any sanctions imposed under state law.

This correspondence serves as a notice under the EO that as a contractor or grantee, compliance with the economic sanctions imposed in response to Russia’s actions in Ukraine is required, including with respect to, but not limited to, the federal executive orders identified in the EO and the sanctions identified on the U.S. Department of the Treasury website (https://home.treasury.gov/policy-issues/financial-sanctions/sanctions-programsand-country-information/ukraine-russia-related-sanctions). Failure to comply may result in the termination of contracts or grants, as applicable.

Please note that for any agreements or grants valued at $5 million or more, a separate notification will be sent outlining additional requirements specified under the EO.

Please contact Susan Rutledge at SusanRutledge@cusd.com if you should have any questions.

Doc# 59221, 04/2022

Signature

Print Name and Title

SAMPLE SERVICES AGREEMENT

(“Agreement”)

Program/Event:

This Agreement is entered into by and between the parties stated below, each of which is referred to separately as the “Party” and collectively as the “Parties”:

“Contractor” “District”

Name of Contractor Attn: Name, Title Street address (no PO Box) City, CA 93### Phone:

Email:

Clovis Unified School District Attn: Susan Rutledge Assistant Superintendent of Business

Services 1450 Herndon Avenue Clovis, CA 93611-0599 Phone: (559) 327-9127 Email: SusanRutledge@cusd.com

This Agreement consists of, and any conflict or inconsistency in this Agreement shall be resolved by giving precedence as follows: (1) the Contract Conditions, (2) the Standard Provisions, (3) any exhibit or attachment stated in this Agreement as being a part of this Agreement, (4) the Required Submittals, and

(5) other documents that Contractor is required to provide to District under this Agreement.

Terms with initial capital letter shall have the respective meanings set forth in this Agreement. Unless the context requires otherwise, any reference to a Party in this Agreement shall mean the Party and its governing body, officers, employees, and agents.

In consideration of the covenants, conditions, and promises in and for good and valuable consideration and the mutual benefits to be derived from this Agreement, Contractor and District have reviewed and understand and hereby enter into this Agreement. Each person executing this Agreement on behalf of a Party represents that he/she is authorized to execute on behalf of and to bind the Party to this Agreement.

C CONTRACTOR

B BY: _____________________________________

P Print Name:

Ti Title:

D DISTRICT

By: _______________________________________

Susan Rutledge Assistant Superintendent of Business Services mailto:SusanRutledge@cusd.com

CONTRACT CONDITIONS

PURPOSE/RECITALS:

By this Agreement, the Parties desire to set forth the terms and conditions upon which Contractor shall provide, and District shall compensate Contractor for the performance of the Services and other obligations required of Contractor under this Agreement, and to set forth the Parties’ rights and obligations under this Agreement.

1. SERVICES AND OBLIGATIONS (see Article 1 of Standard Provisions)

1A. CONTRACTOR OBLIGATIONS. Contractor shall provide all labor, materials, supplies, equipment, transportation, and any other items necessary to perform all obligations required of Contractor under this Agreement, which obligations shall include the following services (collectively “Services”) (complete as indicated below):

a. Services that Contractor shall provide:

b. Date(s) when Contractor shall provide the Services (mark one and complete as indicated):

_ Date Determined − Contractor shall perform the Services on (state specific date(s); must be within Contract Term): The Parties’ employees may mutually change a specified date if the new date is within the Contract Term and there is no change to the Contract Amount.

_ Date to Be Determined − The Parties’ employees shall coordinate and schedule the date(s) on which Contractor shall perform the Services, which date(s) shall be within the Contract Term.

c. Location(s) where Contractor shall provide the Services, which location(s) the Parties’ employees may change if there is no change to the Contract Amount :

Name of Site, if applicable Street address City, CA 93###

d. Full name of Contractor employee(s) who shall perform the Services (leave blank if none designated):

1B. DISTRICT OBLIGATIONS. District shall perform all obligations required of District under this Agreement, which shall include the following (leave blank if no additional obligations):

1C. OTHER TERMS AND CONDITIONS (leave blank if none):

2. CONTRACT AMOUNT AND PAYMENT (see Article 2 of Standard Provisions)

2A. CONTRACT AMOUNT AND INVOICE. Contractor shall invoice District in accordance with Section

2.3 of the Standard Provisions, and District shall pay Contractor in accordance with the Payment Schedule stated below, the Contract Amount stated below (mark one and complete as indicated):

_a. Fixed Installment: $___ per month/quarter/year, the sum of all payments shall equal the “Contract Amount” of $___. Contractor shall submit each invoice to District monthly/quarterly/yearly by no later than the 15th day of the month immediately following the last day of the period for which Contractor requests payment.

_b. Rate/Not-To-Exceed Contract Amount: Services that Contractor performs in accordance with this Agreement, to be billed at $____ per hour in 15-minute increments OR pursuant to the rates set forth in Exhibit 1 and the sum of which shall not exceed the “Contract Amount” of $____. Contractor shall submit each invoice to District monthly/quarterly/yearly by no later than the 15th day of the month immediately following the last day of the period for which Contractor requests payment.

_c. Entire Contract Amount/Completion of All Services: Entire “Contract Amount” of $____.

Contractor shall submit the invoice to District within 30 days of the date on which Contractor completed all Services in accordance with this Agreement.

_d. Other/Specified Amount, Paid Periodically: “Contract Amount” of $____. Contractor shall submit each invoice to District within 30 days of the date on which Contractor has completed, in accordance with this Agreement, the Services for which Contractor requests payment.

2B. PAYMENT SCHEDULE. District shall pay the Contract Amount to Contractor in accordance with the following “Payment Schedule”: Within 30 days after District has received and approved Contractor’s invoice for payment.

3. TERM AND TERMINATION OF CONTRACT (see Article 3 of Standard Provisions)

3A. CONTRACT TERM.

“Effective Date” (date must be before the first date of Services): Month ##, 20## “Termination Date” (date must be after the last date of Services): Month ##, 20##

3B. GROUND FOR TERMINATION OF AGREEMENT (mark one and complete as appropriate):

_ With or Without Cause – A Party, with or without cause, may terminate this Agreement during the Contract Term by giving the other Party written notice at least 30 days before the effective date of termination of this Agreement .

_ With Cause − During the Contract Term, a Party may terminate this Agreement only upon the other Party’s material breach of one or more provisions of this Agreement and after the non-breaching Party has given the breaching Party written notice at least 10 days before the effective date of termination of this Agreement (“Notice Period”) and an opportunity to cure the material breach before expiration of the Notice Period. The Parties’ authorized representatives may agree to extend the date to cure the material breach. Upon expiration of the Notice Period or the agreed upon date to cure the material breach, and if the breaching Party has not cured the material breach and provided written notice of such cure to the non-breaching Party, this Agreement shall terminate effective the day immediately following the expiration of the Notice Period or the agreed upon date to cure the material breach without any further notice or actions by either Party.

4. REQUIRED SUBMITTALS (See Section 1.5 of Standard Provisions)

Contractor shall provide to District each document marked below and those required of Contractor elsewhere in this Agreement (collectively and separately “Required Submittals”), each of which shall constitute a part of this Agreement:

XA. Insurance marked below and complying with Section 4.1 of the Standard Provisions, written proof of which Contractor shall provide to District when Contractor delivers this Agreement signed by Contractor and before Contractor commences any Services, unless Contractor is a school district or other public entity in which case Contractor shall provide written proof to District upon District’ request (mark each required):

X Commercial general liability (“CGL”) with additional insured coverage.

X Workers compensation and employers’ liability if Contractor has any employees.

X Commercial automobile liability and, if required by Subsection 4.1.1.3 of the Standard Provisions, additional insured coverage.

_ Abuse and molestation coverage if such coverage is not provided as part of the CGL policy and additional insured coverage.

_ Professional liability.

Additional insured coverage for each insurance policy shall be set forth in a blanket additional insured endorsement or an endorsement that list the Clovis Unified School District and its governing board and members thereof, employees, and agents as an additional insured. District will not accept a certificate of insurance as proof of additional insured coverage.

XB. At District’ request and as applicable, Taxpayer Identification Number Request, W-9 (the form of which Contractor shall obtain from District) or Certificate of Foreign Status of Beneficial Owner for United States Tax Withholding (W-8); and Nonresident Withholding Allocation Worksheet (Form 587), Withholding Exemption Certificate (Form 590), or other Franchise Tax Board forms; and documents that District requires to process payment to Contractor.

_C. Fingerprinting and Criminal Background Check Certification (“Fingerprinting Certification”), which Contractor shall obtain from and submit to District before Contractor commences any Services.

_D. Tuberculosis Certification (“TB Certification”), which Contractor shall obtain from and submit to District before Contractor commences any Services.

_E. Fingerprinting and Criminal Background Check Addendum for Contractor Operating as Sole Proprietor (“Sole Proprietor Fingerprinting Addendum”).

_F. PREVAILING WAGE WORK ADDENDUM – CONSTRUCTION SERVICES (only mark if Contractor will be performing construction services that are subject to the payment of prevailing wages): A portion or all of the Services that Contractor will provide under this Agreement are subject to the payment, monitoring, and enforcement of prevailing wages. The Prevailing Wage Work Addendum is attached hereto and constitutes a part of this Agreement. NOTE: If prevailing wage work is marked here, District’s Assistant Superintendent of Facility Services or designee shall complete and attach the Prevailing Wage Work Addendum.

_G. SUBCONTRACTOR DESIGNATION FORM – CONSTRUCTION SERVICES (only mark if Contractor will be performing construction services and will use one or more subcontractors): Contractor is subcontracting with one or more subcontractors to perform a portion of the Services. Contractor has listed each subcontractor on the Subcontractor Designation Form, which is attached and constitutes a part of this Agreement. NOTE: If subcontractor designation is marked here, the initiating District site/department shall provide the Subcontractor Designation Form to Contractor for Contractor to complete and return to the department/site.

These Standard Provisions contain the following articles:

Article 1 Services and Obligations Article 2 Contract Amount and Payment Article 3 Term and Termination of Contract Article 4 Insurance and Indemnity Article 5 Dispute Resolution Article 6 General Provisions

ARTICLE 1 SERVICES AND OBLIGATIONS.

SECTION 1.1 REQUIRED SERVICES. In consideration for the payment of the Contract Amount, Contractor shall provide the Services stated in the Contract Conditions and perform other obligations required of Contractor under this Agreement.

SECTION 1.2 QUALIFICATION, SUPERVISION, AND CONTROL. Contractor represents and shall ensure that it and all persons whom it employs or retains to perform this Agreement have the necessary training, skill, and experience and are qualified to so perform, including having throughout the Contract Term all required licenses, permits, and/or certifications (collectively and separately “License”).

Contractor shall provide District with written proof of each License upon District’s request and notify District in writing no later than 10 days after Contractor receives any notice that any such License has been revoked, suspended, placed on probation, or non-renewed. Unless stated otherwise in this Agreement in which case such provisions shall apply to the extent provided therein, Contractor is solely responsible for:

(A) all means, methods, techniques, sequences, procedures, safety, and work…