5-23-99-40-001_STD_213_and_Exhibits.pdf

SEP 8 2025

ALW:LG:abs

Community Outreach and Education Services Department of General Services - Procurement Division

Agreement Number: 5-23-99-40-001

EXHIBIT A – SCOPE OF WORK

1. INTRODUCTION

The Department of General Services (DGS), Procurement Division (PD), hereinafter referred to as “State” or “DGS-PD” is contracting with 1 Solution Foundation (hereinafter referred to as the “Contractor”) for Community Outreach and Education Services to be used by State Agencies and Local Governmental Agencies. A Local Governmental Agency is any city, county, city and county, district, or other local governmental body or corporation, including California State Universities (CSU) and University of California (UC) systems, K-12 schools and community colleges empowered to expend public funds, hereinafter collectively, with State Agencies, referred to as “User Agencies.”

2. SCOPE

The Contractor will provide Community Outreach and Education Services to User Agencies in accordance with the terms and conditions of this Agreement. Prior to rendering services, Contractor and User Agency must execute an agreement that incorporates all of the terms of this Master Service Agreement (“MSA” or “Agreement”) by reference and may contain additional User Agency specific terms and conditions, none of which may alter, rescind, or be in conflict with the terms and conditions of this MSA. For State Agencies such participating agreement shall be in the form of the Standard Agreement (Std. 213); and for Local Governmental Agency, the agreement shall be in a form as specified by the Local Governmental Agency and the Contractor. The duly executed Std. 213 and appropriate form for Local Governmental Agency are herein referred to as the “User Agreement”.

3. AGREEMENT TERM

a. The term of this MSA is for five (5) years, with two (2) optional one (1) year extensions (upon mutual agreement of Contractor and State) for a maximum cumulative term of seven (7) years, with the start and end date noted on the attached Std. 213 (the “Effective” term). Extensions will be made by amendment to the MSA at the same terms and conditions.

b. Should the Contractor fail to commence work at the agreed upon time, DGS-PD, upon five (5) days written notice to the Contractor, reserves the right to terminate the MSA.

c. Should the Contractor fail to commence work at the agreed upon time, User Agency, upon five (5) days written notice to the Contractor, reserves the right to terminate the User Agreement. In addition, the Contractor shall be liable to User Agency for the actual cost of engaging another Contractor to perform the work.

d. In addition to any other provision of the MSA, DGS-PD may terminate the MSA or cancel a portion of the service for any reason with thirty

(30) days written notice. User Agency may terminate the User Agreement or cancel a portion of the service for any reason with thirty

(30) days written notice.

e. All User Agreements executed before the end of the MSA term may continue up for to twelve (12) months beyond the MSA term.

f. In the event of a discrepancy and/or inconsistency, the descending order displayed on the Std. 213 shall take precedence.

4. CONTRACT ADMINISTRATION

a. The Contractor shall provide the DGS-PD State Contract

Administrator the name, address, telephone number and e-mail address of its Contract Manager directly responsible for managing this MSA which will be reflected in the MSA User Instructions. Should the Contractor’s Contract Manager change or any of its contact information change, the Contractor shall provide the DGS-PD State Contract Administrator updated information no later than ten (10) business days after the date of such change. The Contractor is responsible for notifying all contracting User Agencies in writing of any changes to a contact person, address, telephone numbers, or any other information deemed important to the functionality of the MSA.

b. The DGS-PD State Contract Administrator will be identified in the MSA User Instructions. User Instructions are created after MSA award for the purpose of providing directions to State Agencies and Local Governmental Agencies. User Instructions specify the steps State Agencies and Local Governmental Agencies must follow in order to enter into a User Agreement with an awarded Contractor using the MSA. User Instructions are posted to Cal eProcure for User Agency guidance on how to use the MSA.

c. The DGS-PD State Contract Administrator will prepare and administer User Instructions. User Agencies should refer to the User Instructions before utilizing the MSA.

d. The Contractor shall designate a Contract Administrator, which will hold the following authority:

1) Act as the Contractor’s representative for work to be provided under the MSA.

2) Act as the Contractor’s representative regarding contractual matters relating to the MSA or any User Agreement.

3) If during the course of the MSA, it is deemed necessary to replace the Contract Administrator, DGS-PD’s approval is required prior to the replacement being made.

e. The User Agency has the sole discretion and authority to determine the quality and acceptability of the following, at the direction of the User Agency:

1) Work to be performed.

2) Productivity and progress of the work.

3) Fulfillment of the services provided by the Contractor.

4) Payment for services provided by the Contractor.

5. CONTRACTOR TASKS AND RESPONSIBILITIES

The Contractor shall perform Community Outreach and Education Services, in accordance with all Exhibits incorporated and made a part of this Agreement. The following are potential roles and responsibilities that the Contractor may be contracted for:

a. Highly interactive peer-to-peer outreach tactics, including but not limited to facilitating peer-to-peer conversations that allow for highly customized information sharing; delivering technical assistance to support access to public services; conducting door-to-door canvassing, canvassing at community events, phone banking, and text-banking.

b. Educational/awareness raising outreach tactics, including but not limited hosting in-person and/or virtual events, workshops, and information sessions; posting information and resources on social media.

c. Culturally and linguistically relevant outreach, including but not limited to developing culturally and linguistically diverse educational materials; providing interpretation and translation services; providing interactive engagements in the primary languages of the target population(s) in target geography identified by the State.

d. Community navigation/assistance services, including but not limited to providing direct technical assistance to community members to assist them with accessing and applying to State resources (e.g.

vaccine appointment, rebate applications).

e. Serve as a convener, including but not limited to facilitating a group of people to perform strategic analysis and action planning to leverage resources within a specific service area.

f. Training, including by not limited to providing education, talking points and promising practices to community workers, ambassadors, navigators, promotors and other local trusted messengers with the goal of equipping them to successfully deliver peer-to-peer outreach and education to community members and motivate changes in behavior.

g. Business support/technical assistance, including but not limited to providing technical assistance to other 501(c)(3) organizations around project management, financial analysis, and budget monitoring.

h. Data analysis and monitoring, including but not limited to developing and facilitating focus groups, surveys, needs assessment;

participating in research, design, data collection, analysis, and presentation of findings; utilize data to make decisions on geographic area or audience to reach. The following may be forms of data utilized: Census data, Social Vulnerability Index, California Hard-to Count Index, Vaccine Equity Metric.

i. Reporting, including but not limited to progress reports, interim reports, and final reports related to outreach and financial activities.

Format and cadence of reporting will be provided by the user agency.

6. PERSONNEL CLASSIFICATIONS

Contractor agrees to provide the Personnel Classifications as identified in Exhibit B.1 - Rate Sheet. Personnel Classifications are defined as follows:

1) CEO, President, or Executive Director

Duties:

The CEO, President, or Executive Director provides direct oversight of contract and has full responsibility to manage and oversee all aspects of the most complex initiatives and work collaboratively with personnel to deliver products, services, or business systems. This includes but is not limited to managing both external and internal project teams, representing Contractor in high-level contracting meetings and interacting with department heads, agency secretaries at the User Agency, State control agencies, and individuals of similar status and capacity in the non-profit sector.

The CEO, President, or Executive Director helps manage and guide project scope, requirements, and deliverables for outreach or community engagement. They work with other project manager to define, develop, modify, or provide input to project plans; monitors project activities and resources to mitigate risk; implement or maintain quality assurance processes; make improvements, solve problems or take corrective action when problems arise; participate in phase, milestone and final project reviews; identify project documentation requirements or procedures; oversees overall budget and financial reporting. CEO, President, or Executive Directors support Project Managers and/or other personnel in service and/or product vision and roadmaps for projects that use agile or iterative methodologies.

Experience:

The CEO, President, or Executive Director will possess knowledge and experience in the appropriate areas of: of communities being served; decision making; flexibility; interpersonal skills; leadership;

organizational awareness; problem solving, reasoning; team building;

oral communication, speaking and writing; capital planning and investment assessment; cost-benefit analysis; financial management;

planning and evaluating; project management; quality assurance;

requirements analysis and risk management.

2) Project Manager/Program Director

Duties:

The Project Manager/Program Director works under the direction of the Executive Director and/or user agency personnel and manages or oversees all aspects of one or more projects while interacting with officials of similar capacity at the User Agency. The Project Manager/Program Director develops and manages execution of a workplan; determines appropriate services with clients or customers to define project scope, requirements and deliverables; develops, modifies or provides input to project plans; implements project plans to meet objectives; coordinates and integrates project activities;

designs community education and outreach efforts; manages, leads or administers project resources; monitors project activities and resources to mitigate risk; implements or maintains quality assurance processes; makes improvements, solves problems or takes corrective action when problems arise; supports leadership development within target communities; gives presentations, trainings and/ or briefings on all aspects of the project; participates in phase, milestone and final project reviews; identifies project documentation requirements or procedures; and develops and implements project schedules and release plans in coordination with teams. The Project Manager conducts analytical studies, feasibility studies, cost-benefit analyses;

evaluates, monitors or ensures compliance with laws, regulations, policies, standards or procedures; identifies standards or requirements change management; participates in change control (for example, reviewing change requests); and ensures appropriate training and documentation are developed and made available to user agencies.

Experience

The Project Manager/Program Director will possess knowledge and experience in the appropriate areas of: customer service; decision making; flexibility; interpersonal skills; leadership; organizational awareness; problem solving, reasoning; team building; oral communication, speaking and writing; capital planning and investment assessment; contracting/procurement; cost-benefit analysis; financial management; planning and evaluating; project management; quality assurance; requirements analysis and risk management;

configuration, data, and information management; information resources strategy and planning.

3) Program Support Manager/Program Coordinator

Duties:

The Program Support Manager/ Program Coordinator provides operational support to the Project Manager/Program Director and serves as additional support to agency user representatives and other stakeholders. Responsible for developing policies, procedures, implementation plans, operational plans, operational documents, strategy documents, and/or other documents required to operationalize projects.

Experience:

The Program Support Manager/Program Coordinator will possess knowledge and experience in the appropriate areas of customer service; decision making; flexibility; interpersonal skills; problem solving, reasoning; oral communication, speaking and writing. The Program Support Manager/Program Coordinator may also need to provide insight into cost-benefit analysis; financial management;

planning and evaluating; project management; quality assurance;

requirements analysis and risk management. Experience engaging with target communities. Understanding fluency in target communities’ language outreach needs, if applicable.

4) Outreach/Operations Coordinator/Community Organizer

Duties:

The Outreach/Operations Coordinator/Community Organizer will serve as the primary coordinator for outreach staff and/or volunteer coordinator and field activity. They will organize outreach activities including coordination with community outreach staff. Conduct all outreach activities in a linguistically fair and culturally competent manner, participate in training and transmit the information to communities, documenting contacts/engagements, collecting other data and distributing supplies to the community. They will also collaborate with key stakeholders to coordinate on administrative changes, schedule change, activities, and continued training requirements for personnel. The Outreach/Operations Coordinator/Community Organizer will work with program staff to organize and implement community outreach events, including marketing, sponsoring, and planning, to promote the services of the organization and receive donations. They will accumulate and analyze data on local demographics, develop results, and present deductions to the relevant departments within their organizations. This position can also be unique to a specific population such as youth coordinator or refugee coordinator.

Experience:

The Outreach/Operations Coordinator/Community Organizer should possess knowledge and experience in the appropriate areas of:

leadership skills; management skills; networking; decision making;

computer skills; organization skills; community outreach experience;

mentoring and training; record keeping; team building; written and verbal communication; general office skills; marketing and public relations.

5) Community Engagement Specialist (Community Outreach Worker, Community Navigator, Promotor, Canvasser)

Duties:

The Community Engagement Specialist will directly engage with the community on a variety of levels and will work under the direction of the Outreach/Operations Coordinator/Community Organizer or other project oversight position to serve as a direct messenger or navigator. The Community Engagement Specialist can work in a variety of capacities to directly engage with the community and provide outreach and education on key issues through activities such as peer-to-peer engagements, serving roles at community outreach events, canvassing neighborhoods, facilitating meetings, and navigating clients to resources. Participate in trainings and workshops to stay up to date on updates and outreach strategies. Disseminate information via in-person activities such as door to door outreach, community canvassing, and phone banking and/or virtual activities, such as telephone, social media, video conferencing, etc. The Community Engagement Specialist is skilled in developing trust and relationships with community members and can adjust work schedule to accommodate community member needs.

Experience:

The Community Engagement Specialist should possess knowledge of and experience in the appropriate areas of: working in communities they are serving and may often reflect the community they are serving. They are skilled in facilitating and building relationships with community members;

in collaboration; networking; decision making; organization skills;

community outreach experience; mentoring and training; be able to communicate both orally and in writing to diverse audiences; record keeping; team building; written and verbal communication; general office skills. Maintain a flexible work schedule including attendance at evening and weekend community events or other activities.

6) Multi-Lingual Community Engagement Specialist (Community Outreach Worker, Community Navigator, Promotor)

Duties:

The Multi-Lingual Community Engagement Specialist will directly engage with the community and/or provide language and communication access services. The Multi-Lingual Community Engagement Specialist will work under the direction of the Outreach/Operations Coordinator/Community Organizer. The Multi-Lingual Community Engagement Specialist can work in a variety of capacities to prepare materials (translate content) and/or directly engage with the community and provide outreach and education on key issues through activities such as peer-to-peer engagements, serving roles at community outreach events, canvassing neighborhoods, facilitating meetings, and navigating clients to resources. Participate in trainings and workshops to stay up to date on updates and outreach strategies. Disseminate information via in-person activities such as door to door outreach, community canvassing, and phone banking and/or virtual activities, such as telephone, social media, video conferencing, etc. The Community Engagement Specialist is skilled in developing trust and relationships with community members and can adjust work schedule to accommodate community member needs.

Experience:

The Multi-Lingual Community Engagement Specialist should speak, read, and/or write fluently in at least two languages, one of which is usually English and possess knowledge of and experience in the appropriate areas of: working in communities they are serving and may often reflect the community they are serving. They are skilled in facilitating and building relationships with community members; in collaboration; networking;

decision making; organization skills; community outreach experience;

mentoring and training; be able to communicate both orally and in writing to diverse audiences; record keeping; team building; written and verbal communication; general office skills. Maintain a flexible work schedule including attendance at evening and weekend community events or other activities.

7) Communications Specialist/Media Coordinator

Duties:

The Communications Specialist/Media Coordinator will handle any duties that fall under public relation activities, the output of information, media requests, social media campaigns, and advertising. They also serve as the organization’s primary point of contact for other community organizations, clients, local health jurisdictions, and other partners. The Communications Specialist/Media Coordinator is the complete representative and shall perform duties such as drafting media statements, answering general inquiries, compiling publications, assisting with planning community events as well as press conferences. They may also develop content for the organizations website, blogs, infographics, and newsletters. The Communications Specialist/Media Coordinator will apply a wide range of creative techniques and methods that will help them support the organizations mission and overall goals. The Communications Specialist/Media Coordinator will manage social media posting and any digital media outreach. Utilizing graphics and messaging provided by user agency to ensure outreach occurs online and matches in person outreach messaging.

Experience:

The Communications Specialist/Media Coordinator should possess knowledge and experience in the appropriate areas of: public speaking; written and verbal communications; strategic thinking;

interpersonal skills; marketing; advertising; social media campaigning and general campaigning; content production; computer literacy with exceptional capability in email, MS Office, and relation business communication tools; journalism; problem-solving; creative thinking and networking.

8) Language and Communication Access Specialist

Duties:

The Language and Communication Access Specialist will convert concepts in the source language to equivalent concepts in the target language. Compile information and technical terms into glossaries and terminology databases to be used in their oral renditions and translations. Speak, read, and write fluently in at least two languages, one of which is usually English. Language and communication access services will include relaying information in the style and tone of the original language to community groups and/or individual onsite/in-person and/or through telephonic/video remote interpreting (VRI). The Language and Communication Access Specialist may also be required to provide document translation. They Language and Communication Access Specialist may also provide on-site/in-person and/or telephone/video/remote reading services.

Experience:

The Language and Communication Access Specialist will have sufficient interpreting skills and linguistic abilities in the language for which they have been designated for the Interpreter to be provisionally qualified and used for interpretive services by the User Agency, even if the Interpreter is not certified.

9) Keynote Speaker/ Lecturer

Duties:

Keynote Speakers/ Lecturer address issues of pressing importance to audiences and will share expertise related to the issue of concern to the community. The Keynote Speaker will work with the user agency to determine the content, messaging, and historical context necessary to provide speaker services to audiences. The Keynote Speaker will share knowledge and understanding of research and action in California in the required subject matter area and help advance the goals of the state to build sustainable and equitable communities for all.

Experience:

The Keynote Speaker/ Lecturer will possess knowledge and experience in message delivery and development; communications;

attention to detail; collaboration; data gathering and analysis; planning and prioritization; work independently, deliver accurate documentation under deadline pressure; meeting facilitation and listening skills; ability to grasp complex technical concepts and make them easily understandable in oral presentations, text and visuals.

10) Data Analytics Supervisor

The Data Analytics Supervisor will manage and oversee the data analytics team associates with their daily operations and reports. The Data Analytics Supervisor will process the data related needs of the organization and manage the data quality on behalf of the organization.

They also manage the delivery of data related reports (progress reports and analytics on outreach activities), the continuous improvement on data reporting by members of the Contractor team and communicate with the project team and User Agency to address with data related requests. A Data Analytics Supervisor will also have the competencies to work across different aspects of projects to inform how data is captured, assessed, and managed in order to interpret and manipulate analyses.

Experience:

The Data Analytics Supervisor should possess the knowledge and experience in the appropriate areas of: personnel management;

reporting; decision making; oral and written communication; planning;

research; problem solving; project management; presenting data and reasoning.

11) Data Analyst

Duties:

The Data Analyst supports the organization by interpreting operational data and goals into analytical questions, categorizing metrics, conducting varying analysis, and developing reporting. A Data Analyst also helps collect data, interpret data, organize data, and interpret trends or patterns based upon data to prepare reports detailing the results of the performed research. The Data Analyst will originate understandings that may advance the organization's needs. They need to have the ability to articulate and present insights in ways that the client(s) and other organizations understand and can take action on. Conducts surveys for determining and analyzing outreach needs. Ability to review and analyze data and prepare reports detailing results.

Experience:

The Data Analyst should possess knowledge and experience in the appropriate areas of: analytics; oral communication; reporting;

spreadsheets and graphing; speaking and writing; researching and reasoning.

12) Technical Writer/Product Manager

Duties:

A Technical Writer produces technical documentation that helps people understand and use a product or service. This documentation may include but not be limited to online help manuals (system, end-user, training, and instruction), white papers, design specifications, project plans, test plans, business correspondence, how-to-guides, etc. With the rise of e-learning, technical writers are also charged with creating online training for their audience of learners. Technical Writers explain technologies, processes, and products in many formats, including print, online, and other electronic means. The Technical Writer will work with internal teams to obtain an in-depth understanding of the product and the documentation requirements;

analyze existing and potential documentation content; produce high-quality documentation that meets applicable standards and is appropriate for its intended audience; create, maintain and update manuals, procedures, specifications and other documents; create, assimilate, convey, maintain and update technical documents and policies and procedures in a concise and effective manner for a variety of audiences; review, revise, modify and edit documents prepared by others; provide writing, editing and design support to team members.

Experience:

The Technical Writer/ Product Manager will possess knowledge and experience in the appropriate areas of: message delivery and development; communications; attention to detail; collaboration; data gathering and analysis; planning and prioritization; leveraging technology; excellent clear and concise writing and grammar skills, work independently, deliver accurate documentation under deadline pressure; requirements analysis; Information Management skills;

interview and listening skills; ability to quickly grasp complex technical concepts and make them easily understandable in text and visuals;

reviews and studies blueprints, sketches, drawings, parts lists, specifications, mockups, and operating procedures; systems and business analysis and analytical principles.

13) Technical Assistance Advisor

The Technical Assistance Advisor will oversee the development, implementation, and maintenance of all appropriate business operations and best practices to assist other 501(c)(3) organizations and provide technical assistance with project management, data and/or financial analysis, and budget monitoring. Conduct trainings and seminars that provide audience with knowledge and best practices of administering funds. Advise and assist in the methods of gathering statistical and other supporting data, reviews and analyzes budgetary requests, and how best to communicate technical issues and program management activities with government and/or other external organizations.

Experience:

The Technical Assistance Advisor will possess the knowledge and experience in the appropriate areas of: strategic vision; delegation;

attention to detail; growth mindset; conceptual skill and design;

interpretation of statutes and regulations; independent decision making; oral communication; interpersonal skills, multitasking; office management; record keeping and filing; data management; resource requests; budgeting and financial tracking; event coordinating;

appointment making and flexibility.

7. SERVICE AREA / MAP

a. Contractor shall provide services in at least one (1) of the California counties below:

b. Figure 1 – Map of California

8. CONTRACT ACTIVITY AND REPORTS

a. Each quarter, the Contractor shall submit a Quarterly Usage Report to the DGS-PD State Contract Administrator via email or other delivery method as specified by DGS-PD. The report shall summarize the Contractor’s MSA contract activity for each User Agency, and it shall be provided to the DGS-PD State Contract Administrator by the fifteenth (15th) working day following the ending of the quarter’s reporting period for which a User Agreement was executed. A report is required every quarter, even if the Contractor did not acquire a User Agreement during the reporting period.

b. The Quarterly Usage Report will separate State Agency contracting activities from that of Local Governmental Agencies. User Agreements issued against this MSA must contain at a minimum the following information:

1) Contractor’s MSA Number

2) User Agency Name (department, agency, etc.)

3) User Agreement Number

4) User Agency Contact Person

5) Contractor Invoice Number

6) Invoice Date

7) Invoice Amount Paid

8) Personnel Classifications

9) Rate(s)

c. The DGS-PD State Contract Administrator will provide a Quarterly Usage Report template upon MSA award. DGS-PD reserves the right to modify this Quarterly Usage Report and require Contractor to provide additional reporting information during the course of the MSA.

d. As applicable, Contractor must report subcontracting for Certified Small Business (SB) and Disabled Veteran Business Enterprise

(DVBE).

9. LOCAL GOVERNMENTAL AGENCY INCENTIVE FEE

a. For all Local Governmental Agency transactions issued against the awarded MSA, the Contractor is required to remit DGS-PD an incentive fee of an amount equal to one point twenty-five (1.25) percent of the total contract amount (e.g. If the net Local Governmental Agency sales for a quarter is one million dollars ($100,000.00), the incentive fee due to DGS-PD is one-thousand two-hundred, fifty dollars ($1,250.00).).

b. This incentive fee shall not be included in the User Agency’s purchase price, nor invoiced separately to the User Agency. All prices quoted to a Local Governmental Agency shall reflect MSA contract pricing, including any and all applicable discounts, and shall not include add-on fees.

c. Contractor payment of the Local Governmental Agency incentive fee to DGS-PD is due irrespective of whether or not the Local Governmental Agency has paid the Contractor for services.

d. Contractor payment may be made in the form of an electronic payment or by submitting a check payable to the State of California, Department of General Services. Along with each payment, a Contract Usage Report, filtered in Excel to include only Local Governmental Agency sales, shall be submitted to the State Contract Administrator.

e. To submit incentive fees electronically, Contractors must register on the DGS-PD Leveraged Procurement Agreement (LPA) Payment Portal (https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-List-Folder/Access-LPA- Payment-Portal).

f. Incentive fee payments made by check shall be submitted to the following address:

Department of General Services MAPS Payments Processing 707 3rd Street, 2nd Floor, MS 2-202 West Sacramento, CA 95605

10. POTENTIAL SUBCONTRACTORS

Nothing contained in this Agreement or otherwise, shall create any contractual relation between the State and any Subcontractors, and no Subcontractor shall relieve the Contractor of its responsibilities and obligations hereunder. The Contractor agrees to be fully responsible to the State for the acts and omissions of its Subcontractors and of persons either directly or indirectly employed by any of the Subcontractors as it is for the acts and omissions of persons directly employed by the Contractor. The Contractor’s obligation to pay its Subcontractors is an independent obligation from the State’s obligation to make payments to the Contractor. As a result, the State shall have no obligation to pay or to enforce the payment of any moneys to any Subcontractor.

All Subcontractors must comply fully with the administrative and technical requirements that are applicable with the portion of the work being delegated to the Subcontractor. Contractor must ensure that the Subcontractor(s) will have all necessary licenses, permits, and/or certifications to accomplish its portion of the work. Failure of a Subcontractor(s) to have the proper licenses, permits, and/or certifications, may be cause for rejection of the Subcontractor and/or termination of the agreement. User Agencies may request an updated Bidder Declaration form with a User Agreement. Bidders who commit to subcontracting a percentage to DVBEs shall do so on every User Agreement and must do so for the entire term of the MSA.

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Access-LPA-Payment-Portal https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Access-LPA-Payment-Portal https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Access-LPA-Payment-Portal

EXHIBIT B – BUDGET DETAIL AND PAYMENT PROVISIONS

1. BUDGET CONTINGENCY

a. It is mutually agreed that if the State Budget Act of the current year and/or any subsequent years covered under this Agreement does not appropriate sufficient funds for the program, this Agreement shall be of no further force and effect. In this event, the State shall have no liability to pay any funds whatsoever to the Contractor or to furnish any other considerations under this Agreement and the Contractor shall not be obligated to perform any provisions of this Agreement.

b. If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, the User Agency shall have the option to either: cancel the User Agreement with no liability occurring to the User Agency or offer an agreement amendment to the Contractor to reflect the reduced amount.

2. INVOICES

a. Submission of Invoices

The Contractor shall submit itemized invoices to the User Agency contact person at the address contained in the User Agency’s User Agreement including, but not limited to:

i. MSA Number

ii. User Agency’s User Agreement Number

iii. User Agency Name

iv. User Agency Address

v. Description of services ordered

vi. Pricing information, which shall not exceed the hourly rates which are stated on Exhibit B.1 – Rate Sheet.

b. The User Agency contact person will verify and approve, or disapprove, the invoiced items. If the User Agency does not approve the invoiced items, the invoice will be disputed and returned to the Contractor for correction.

c. Billing Options:

The User Agency using this MSA may have unique billing needs. The Contractor shall work with the User Agency to provide the User Agency with a billing system that meets the User Agency’s needs.

3. RATES

The hourly rates specified in Exhibit B.1 – Rate Sheet are the maximum hourly rates to be charged to User Agencies. Lower rates are encouraged when responding to a User Agency’s Request for Offer (RFO). All hourly rates shall be firm fixed as the maximum hourly rate for the MSA term, including any optional year extensions.

4. TRAVEL

User Agencies, as applicable, may allow travel reimbursement which must be itemized separately on the User Agreement. The Contractor must have prior approval by the User Agency for travel reimbursement.

Reimbursement for contractor’s personnel for travel, per diem, lodging, meals, and incidentals shall not exceed State rates current at the time of purchase as defined in the California Department of Human Resources Rules 599.615 to 599.635. Bidders can access the Travel Reimbursements website for further information (http://www.calhr.ca.gov/employees/Pages/travel-reimbursements.aspx).

Travel costs allowed by the User Agency shall be itemized separately on the User Agreement.

5. PAYMENT

a. Payment for services performed under this Agreement will be made upon satisfactory completion of services rendered. The Contractor shall invoice User Agencies in arrears upon successful completion of services. Invoices for services are not due and payable, and do not constitute an obligation of the User Agency, until the month following the month for which charges are accrued.

b. Per Assembly Bill No. 590 (AB 590), User Agencies may advance funds not exceeding 25% of the contracted amount to the contractor.

AB 590 is only applicable when a User Agency is utilizing grant funds.

6. PROMPT PAYMENT CLAUSE

Payment will be made in accordance with, and within the time specified in Government Code Chapter 4.5, commencing with Section 927.

http://www.calhr.ca.gov/employees/Pages/travel-reimbursements.aspx http://www.calhr.ca.gov/employees/Pages/travel-reimbursements.aspx

EXHIBIT B.1 - RATE SHEET

See Exhibit B.1 – Rate Sheet

EXHIBIT C – GENERAL TERMS AND CONDITIONS (GTC 02/2025)

PLEASE NOTE: This page may not be included with the final Agreement. The General Terms and Conditions (GTC 02/2025) will be included in the Agreement by reference to internet site (https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/GTC-Updates/GTC-225- February-2025.pdf).

https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/GTC-Updates/GTC-225-February-2025.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/GTC-Updates/GTC-225-February-2025.pdf

EXHIBIT D – INSURANCE PROVISIONS

Contractor shall comply with all requirements outlined in this exhibit. No payments will be made under this MSA until Contractor fully complies with all requirements.

During the RFO process, a User Agency may include additional terms and conditions including but not limited to insurance requirements such as Workers’ Compensation and Employer’s Liability, and Professional Liability.

1. Contract Insurance Requirements Contractor shall display evidence of the following on a certificate of insurance evidencing the following coverages:

a. Commercial General Liability Contractor shall maintain general liability on an occurrence form with limits not less than one million dollars ($1,000,000) per occurrence for bodily injury and property damage liability combined with a two million dollars ($2,000,000) annual policy aggregate. The policy shall include coverage for liabilities arising out of premises, operations, independent contractors, products, completed operations, personal & advertising injury, and liability assumed under an insured contract. This insurance shall apply separately to each insured against whom claim is made or suit is brought subject to the Contractor’s limit of liability.

The policy must name The State of California, its officers, agents, and employees as additional insured, but only with respect to work performed under the MSA.

a. Automobile Liability Contractor shall maintain business automobile liability insurance for limits not less than one million dollars ($1,000,000) combined single limit. Such insurance shall cover liability arising out of a motor vehicle including owned, hired and non-owned motor vehicles. Should the scope of the MSA involve transportation of hazardous materials, evidence of an MCS-90 endorsement is required.

The policy must name The State of California, its officers, agents, and employees as additional insured, but only with respect to work performed under the MSA.

If Contractor will not have any commercially owned vehicles used during the life of this Agreement, by signing this Agreement, the Contractor certifies that the Contractor and any employees, subcontractors or servants possess valid automobile coverage in accordance with California Vehicle Code Sections 16450 to 16457, inclusive. The State reserves the right to request proof at any time.

b. Workers Compensation and Employers Liability Contractor shall maintain statutory worker’s compensation and employer’s liability coverage for all its employees who will be engaged in the performance of the MSA. In addition, employer’s liability limits of one million dollars ($1,000,000) are required. By signing this MSA, Contractor acknowledges compliance with these regulations.

A Waiver of Subrogation or Right to Recover endorsement in favor of the State of California must be attached to certificate.

If the Contractor is a Sole-Proprietorship and does not employ any other individual(s), the Contractor is required to provide a signed statement through the User Agency stating, “I certify under penalty of perjury under the laws of the State of California that I do not employ any person in any manner as to become subject to the Worker’s Compensation laws of California. I further certify that the State will be notified within thirty (30) calendar days of any changes which results in the business becoming subject to the Worker’s Compensation laws of the State of California.” The state has the right to request a copy of the letter at any time.

2. General Provision Applying to All Policies

a. Coverage Term Coverage needs to be in force for the complete term of the MSA. If insurance expires during the term of the MSA, a new certificate must be received by the State at least ten (10) days prior to the expiration of this insurance. Any new insurance must comply with the original terms of the MSA.

b. Policy Cancellation or Termination & Notice of Non-Renewal Contractor is responsible to notify the State within five (5) business days of any cancellation, non-renewal or material change that affects required insurance coverage. New certificates of insurance are subject to the approval of the Department of General Services and the Contractor agrees no work or services will be performed prior to obtaining such approval. In the event Contractor fails to keep in effect at all times the specified insurance coverage, the State may, in addition to any other remedies it may have, terminate this MSA upon the occurrence of such event, subject to the provisions of this MSA.

c. Premiums, Assessments and Deductibles Contractor is responsible for any premiums, policy assessments, deductibles or self-insured retentions contained within their insurance program.

d. Primary Clause Any required insurance contained in this MSA shall be primary, and not excess or contributory, to any other insurance carried by the State.

e. Insurance Carrier Required Rating All insurance companies must carry an AM Best rating of at least “A–” with a financial category rating of no lower than VII. If the Contractor is self- insured for a portion or all of its insurance, review of financial information including a letter of credit may be required.

f. Endorsements Any required endorsements requested by the State must be physically attached to all requested certificates of insurance and not substituted by referring to such coverage on the certificate of insurance.

g. Inadequate Insurance Inadequate or lack of insurance does not negate the contractor’s obligations under the MSA.

h. Use of Subcontractors In the case of Contractor’s utilization of Subcontractors to complete the contracted Scope of Work, Contractor shall include all Subcontractors as insureds under Contractor’s insurance or supply evidence of Subcontractor’s insurance to The State equal to policies, coverages, and limits required of Contractor.

i. Available Coverages/Limits All coverage and limits available to the contractor shall also be available and applicable to the State.

5239940

The prime 1 Solution Foundation will provide labor, tools, technology, supplies, some travel necessary to provide the Department of General Services

Community Outreach and Education Services

CA

Certification:

MB, SB

No. 1794758

EVITARUS, Inc Contact: Rodrego Byerly Phone: 424-235-8455 Fax: N/A

2355 Westwood Blvd. , #1107 Los Angeles, CA 90064 Email:Byerly@evitarus.com

h. Data analysis and monitoring-focus groups, surveys, needs assessment, data collection, analysis

25%

EXHIBIT E

Community Outreach and Education Services MSA Exhibit B.1: Rate Sheet

Contractor: 1 Solution Foundation MSA Number: 5-23-99-40-001

Personnel Classifications Hourly Rates

CEO, President, or Executive Director N/A

Project Manager / Program Director N/A

Program Support Manager / Program Coordinator N/A

Outreach / Operations Coordinator / Community Organizer

N/A

Community Engagement Specialist (Community Outreach Worker, Community Navigator, Promotor, Canvasser)

N/A

Multi-Lingual Community Engagement Specialist (Community Outreach Worker, Community Navigator, Promotor)

N/A

Communications Specialist/Media Coordinator N/A

Language and Communication Access Specialist N/A

Keynote Speaker / Lecturer $400.00

Data Analytics Supervisor N/A

Data Analyst $115.00

Technical Writer / Product Manager N/A

Technical Assistance Advisor $125.00

N/A indicates that the Personnel Classification was not awarded in this Agreement.

The hourly rates specified in Exhibit B.1: Rate Sheet are the maximum hourly rates to be charged to User Agencies. All hourly rates shall be firm fixed as the maximum hourly rate for the MSA term, including any optional year extensions.