5000003261_IFB_for_HPE_Datacenter_Support.pdf

INVITATION FOR BID

Notice to Prospective Bidders

June 4, 2025

You are invited to review and respond to the California State Teachers’ Retirement System (CalSTRS), Invitation for Bid, IFB, entitled Hewlett Packard Enterprise (HPE) Datacenter Support IFB Number 5000003261. In submitting your bid, you must comply with the instructions found herein.

Bids must be submitted to CalSTRS electronically by using the following link:

https://resources.calstrs.com/CalSTRSComResourcesWebUI/Solicitation/Pages/Submission.aspx and must be received by CalSTRS no later than June 18, 2025, by 2:00 p.m., Pacific Time (PT). Bids received after the specified date and time may be rejected.

Bidders requiring clarification of the intent and content of this IFB, or on the competitive bid process, may request clarification only by submitting written questions to:

Elia O’Brien IT Procurement Manager

California State Teachers’ Retirement System E-mail: Procurement@CalSTRS.com

To ensure a response, questions must be received no later than June 11, 2025, by 2:00 p.m., PT. Questions received by this date will be answered in writing, without identifying the source of the query. Copies of all questions and CalSTRS responses will be available at caleprocure.ca.gov. Please see section C, Bid Requirements and Information, subsection 2, entitled Submission of Written Questions, for additional information.

CalSTRS will provide a Public Bid List of all bids received by the bid submission deadline in lieu of holding a Public Bid Opening at the CalSTRS Headquarters building. The Public Bid List will be available at CalSTRS.com by, June 18, 2025, by 5:00 p.m. PT.

Any attempt by a Bidder to initiate contact with any member of the Teachers’ Retirement Board and/or CalSTRS staff, other than Procurement staff, regarding this IFB process may disqualify the Bidder from further consideration.

Please note that no verbal information given will be binding upon CalSTRS unless such information is issued in writing as an official addendum.

Cassandra Lichnock Chief Executive Officer

Attachments https://resources.calstrs.com/CalSTRSComResourcesWebUI/Solicitation/Pages/Submission.aspx mailto:Procurement@CalSTRS.com https://caleprocure.ca.gov/pages/index.aspx https://www.calstrs.com/business-partnership-opportunities

Invitation for Bid 5000003261 HPE Datacenter Support

TABLE OF CONTENTS

A. INTRODUCTION

B. BACKGROUND

C. BID REQUIREMENTS AND INFORMATION

1. Time Schedule

2. Submission of Written Questions

3. Minimum Qualifications

4. Bid Requirements

5. Submission of Bid

6. Evaluation Process

7. Award and Protest

8. Standard Conditions of Service

9. Darfur Contracting Act

10. Iran Contracting Act

11. Disabled Veteran Business Enterprise, DVBE, Agreement Participation

12. Warranties

13. Key Personnel

14. Teachers’ Retirement Board Governance Manual – Third Party Economic Interest

Disclosure Policy

15. Addenda, Errors and Omissions

16. Background Investigation

17. Statement of Economic Interest (Form 700)

18. Supplier Self-Service Portal and CalSTRS’ Internet Privacy Principles and Policy

19. Bidder Firm and Personnel References

D. PREFERENCE PROGRAMS

1. Small Business Preference

2. Disabled Veteran Business Enterprise Initiative

3. Target Area Contract Preference Act, TACPA

E. SCOPE OF WORK

F. ATTACHMENTS

1. Required Attachments Checklist & Certification

2. Minimum Qualifications

3. Cost Bid Sheet

4. Darfur Contracting Act Certification

5. Iran Contracting Act Certification

6. Small Business, Microbusiness, and Disabled Veteran Business Enterprise (DVBE)

Commercially Useful Function Related Information and Declaration Form

7. Key Personnel

8. Form 600-H Third Party Economic Interest Disclosure

9. Bidder Firm References

G. SAMPLE AGREEMENT

1. Standard 213 and Terms and Conditions

2. Exhibit A – Scope of Work

3. Exhibit B – Fee Schedule

4. Exhibit C – Contractor’s Key Personnel

5. Exhibit D – Teachers’ Retirement Board Governance Manual – Third Party

Economic Interest Disclosure Policy

6. Exhibit E – Form 600-H Third Party Economic Interest Disclosure

7. Exhibit F – Contractor Background Investigation Policy

8. Exhibit G – Certification of Contractor’s Employee Background Investigation Form

9. Exhibit H – Personal History Statement

10. Exhibit I – CalSTRS Information Privacy and Security Addendum

11. Exhibit J – Confidentiality, Non-Disclosure and Acceptable Use Agreement

12. Exhibit K – CalSTRS Minimum Information Security Requirements

13. Exhibit L – HPE Support Renewal List

CalSTRS is the largest educator-only pension fund in the world. CalSTRS administers a hybrid retirement system, consisting of traditional defined benefit, cash balance and voluntary defined contribution plans. CalSTRS also provides disability and survivor benefits. CalSTRS serves California’s public school educators and their families from the state’s school districts, county offices of education and community college districts. For more information on CalSTRS and its various programs, please refer to the CalSTRS Website at: https://www.CalSTRS.com.

B. BACKGROUND

CalSTRS is seeking to award one Bidder with a full understanding of and experience with Hewlett Packard Enterprise (HPE) Datacenter Support as more fully described in section E, Scope of Work.

The total services period may be up to seven (7) months with an option to extend up to twelve (12) months. Any contract resulting from this IFB may be amended to add time or money at the sole discretion of CalSTRS at the rates proposed in the awarded vendor’s response to this IFB.

C. BID REQUIREMENTS AND INFORMATION

1. Time Schedule:

CalSTRS will use its best efforts to adhere to the time schedule. However, CalSTRS reserves the right to amend the time schedule, as it deems necessary.

Event Date Time

Written Question Submittal Deadline June 11, 2025 2:00 p.m. PT Final Date for Bid Submission June 18, 2025 2:00 p.m. PT Bid List Advertisement June 18, 2025 5:00 p.m. PT Anticipated Agreement Award Date June 2025

2. Submission of Written Questions

Should Bidders have questions regarding the information presented in this solicitation, Bidders must submit questions in writing to the contact listed above via e-mail at Procurement@CalSTRS.com no later than the written question submission deadline above. CalSTRS will answer all questions received by this date in writing without divulging the source of the query. Copies of all questions and CalSTRS responses will be available at caleprocure.ca.gov.

https://www.calstrs.com/ mailto:Procurement@CalSTRS.com

3. Minimum Qualifications

The Bidder must complete Attachment 2, Minimum Qualifications, certifying that the Bidder satisfies all minimum qualifications and requirements. Failure to certify satisfactorily may result in the immediate rejection of the bid.

4. Bid Requirements

Bidders must submit their bid in accordance with Attachment 1, Required Attachments Checklist & Certifications. Costs must be in the format prescribed in Attachment 3, Cost Bid Sheet. Any deviation from the prescribed format, which in the opinion of CalSTRS is material, may result in the rejection of the bid. The bid shall include all expenses required to provide the services as described in this IFB, Scope of Work, section E, and shall be guaranteed for the term of the resulting Agreement. The Agreement, if awarded, will be to the responsive responsible Bidder with the lowest total bid.

5. Submission of Bid

CalSTRS is providing the following instructions to allow for electronic submissions of bids. Please read these submission instructions carefully.

Failure to follow these instructions may result in bids not being received in a timely manner and may not be accepted.

a. All bids must be submitted to CalSTRS electronically by using the following link:

https://resources.calstrs.com/CalSTRSComResourcesWebUI/Solicitation/ Pages/Submission.aspx

If Bidders encounter any difficulties uploading bids, they must promptly notify the contact listed above via e-mail at Procurement@CalSTRS.com.

b. Bids must be received no later than the bid submission deadline. Bids received after the specified date and time may be rejected.

c. The bid must contain the signature of the individual(s) authorized to bind the Bidder Firm contractually. Original signatures are not required at this time. Acceptable signature options for this IFB include scanned images of manual signatures, DocuSign, or Adobe electronic signature service.

d. CalSTRS will only accept ONE submission per Bidder Firm.

e. Only ONE attachment is allowed. The attachment must be in the form of a compressed zip file (7z, RAR, zip, zipx, tar.bz2, and tar.gz). The file size cannot exceed 150MB. The file title must not exceed thirty (30) characters https://resources.calstrs.com/CalSTRSComResourcesWebUI/Solicitation/Pages/Submission.aspx https://resources.calstrs.com/CalSTRSComResourcesWebUI/Solicitation/Pages/Submission.aspx and must include the Bidder Firm name and ten-digit IFB number (i.e.

Vendor A, 5000001234). The attachment must include all required documents as listed in Attachment 1, Required Attachments Checklist & Certifications of the IFB.

f. It is the Bidder’s responsibility to ensure that the bid submissions are complete and includes all required materials.

g. Bidders may modify their electronic submission, by withdrawing their original Bid and resubmitting a new Bid prior to the Bid Submission Deadline. Bid modifications submitted in any other manner, oral or written, or after the Bid Submission Deadline may not be considered.

Bidders may withdraw their own bid by submitting a written withdrawal request to the contact listed above via email at Procurement@CalSTRS.com. Bidders may thereafter submit a new Bid prior to the Bid Submission Deadline using the foregoing instructions.

h. CalSTRS accepts no responsibility for any technical difficulties or delays associated with the electronic submission and transmission of any bid.

i. Any other sections in this IFB which address submission of bids in paper format shall be deemed replaced by the foregoing instructions allowing for electronic submission. Paper submissions will not be accepted for this

IFB.

j. Bids must be submitted for the performance of all the services described herein. Any deviation from the work specifications will not be considered and will cause a bid to be rejected.

k. A bid may be rejected if it is conditional or incomplete, deemed non-responsive, or if it contains any alterations of form or other irregularities of any kind. CalSTRS may reject any or all bids and may waive any immaterial deviation in a bid. CalSTRS waiver of immaterial defect shall in no way modify the IFB document or excuse the Bidder from full compliance with all requirements if awarded the agreement.

l. Costs for developing bids and in anticipation of award of the Agreement, are entirely the responsibilities of the Bidder and shall not be charged to CalSTRS.

m. CalSTRS may modify the IFB prior to the date fixed for submission of bids by issuing an addendum that will be posted on caleprocure.ca.gov.

n. CalSTRS reserves the right to reject all bids for reasonable cause. If the costs of all bids are excessive, CalSTRS is not required to award an Agreement.

o. Bidders are cautioned to not rely on CalSTRS during the evaluation to discover and report to the Bidder any defects and errors in the submitted documents. Bidders, before submitting their documents, should carefully proof them for errors and adherence to the IFB requirements.

p. More than one (1) bid from an individual, firm, partnership, corporation or association under the same or different names will not be considered.

Reasonable grounds for believing that any Bidder has submitted more than one (1) bid for the work contemplated herein will cause the rejection of all bids submitted by that bidder. If there is reason for believing that collusion exists among the bidders none of the participants of such collusion will be considered in this or future procurements.

q. A joint bid, where two (2) or more entities submit one (1) bid, will not be considered for this IFB.

6. Evaluation Process

a. At the time the bids are opened, costs will be recorded and an apparent low bidder will be named. After the bid opening process, all bid responses will be checked for the presence or absence of required information in conformance with the submission requirements of this IFB, and preferences, if applicable, will be applied.

b. Bids that contain false or misleading statements, or which provide references which do not support an attribute or condition claimed by the bidder, may be rejected. If, in the opinion of CalSTRS, such information was intended to mislead CalSTRS in its evaluation of the bid, and the attribute, condition, or capability is a requirement of this IFB, it will be the basis for rejection of the bid.

c. The final selection will be made on the basis of the responsive, responsible

Bidder with the lowest total cost for the seven (7) months of services subject to optional reference checks at CalSTRS discretion.

7. Award and Protest

a. If at any time during or at the conclusion of this IFB process CalSTRS determines that, in its opinion, the results of this process are unsatisfactory, CalSTRS reserves the right to discontinue this process and decline to award the Agreement. The award of the Agreement, if made, will be made to the lowest responsive, responsible bidder who has met all of the specified qualifications, requirements, and satisfied the contract participation requirements for this IFB.

b. Pursuant to Public Contract Code section 10345(a), if the lowest bidder is not being awarded the contract, CalSTRS will notify the low bidder of that fact five (5) working days prior to contract award. Notice of Intent to Award will be posted on CalSTRS website at www.CalSTRS.com, upon request by any bidder. News releases pertaining to the award resulting from this IFB shall not be made without prior written approval by CalSTRS Chief Executive Officer or his designee.

c. Any bidder may file a protest against the awarding of the Agreement. The protest must be filed during the five (5) business days that the Notice of Intent to Award is posted. Within five (5) calendar days after filing the protest, the protesting party shall file, with CalSTRS, a full and complete written statement specifying facts, evidence supporting factual allegations, laws, regulations, or procedures providing grounds for the protest. Protests are limited to the following grounds:

1) CalSTRS failed to substantially adhere to any specified procedures as set out in the IFB.

2) CalSTRS failed to apply correctly the standards for reviewing the format requirements or failed to evaluate the bids as specified in the IFB.

3) CalSTRS failed to follow evaluation methods as specified in the

IFB.

4) CalSTRS proposes to award the Agreement to other than the lowest responsive, responsible bid satisfactorily meeting all requirements of the final Agreement negotiations.

5) CalSTRS used a method other than that set out in the IFB to determine the Agreement award.

d. Protests shall be made in writing and submitted electronically to

Procurement@CalSTRS.com with attention to the contact name listed on the cover sheet, identifying the IFB number and title, your firm name and the reason for protest.

Once a protest has been filed, the agreement may not be awarded until either the protest is withdrawn or CalSTRS has decided the matter.

Following the receipt of a protest, the CEO, or designee, of CalSTRS will either decide the matter or refer it to a committee appointed by the board for final resolution. The decision by the CEO, or designee, or the committee of the board shall be final. Notification of the decision will be sent to the protesting party within thirty (30) days after a decision has been reached.

http://www.calstrs.com/

8. Standard Conditions of Service

a. All performance under the Agreement shall be completed on or before the termination date of the Agreement.

b. CalSTRS does not accept alternate agreement language from a prospective contractor. A bid with alternate language will be considered a counter bid and may be rejected. CalSTRS Terms and Conditions are not negotiable. Please refer to the sample agreement for a sample of the agreement that will be awarded. Bidders should review the sample agreement and terms and conditions included within it before submitting a bid.

c. No oral understanding or agreement shall be binding on either party.

d. The Bidder, if awarded an agreement, must sign Exhibit J, CalSTRS

Confidentiality, Non-Disclosure and Acceptable Use Agreement, prior to commencing work with CalSTRS.

9. Darfur Contracting Act

Pursuant to the Darfur Contracting Act of 2008, Act, “scrutinized companies” are ineligible to submit a bid or proposal for an Agreement with a state agency. As such, the Bidder must certify compliance with the Act by completing (a.) or (b.)

as defined below:

a. Completing Attachment 4, Darfur Contracting Act Certification, certifying that:

1) It is not a scrutinized company pursuant to Public Contract Code, PCC, section 10476, or

2) It is a scrutinized company as defined by PCC section 10476 but has received written permission from the Department of General Services to submit a bid or proposal pursuant to PCC section 10477(b), OR

b. Indicating on Attachment 1, Required Attachments Checklist & Certifications, that within the previous three (3) years it has not had any business activities or other operations outside of the United States.

Bids submitted without a completed Attachment 4, Darfur Contracting Act Certification, may be deemed ineligible unless the Bidder has indicated on Attachment 1, Required Attachments Checklist & Certifications, that it has satisfied the requirements under this section.

10. Iran Contracting Act

Pursuant to the Iran Contracting Act of 2010 (Public Contract Code sections 2200 through 2208 are “the Act”), vendors are ineligible to bid on, submit a bid or proposal for, enter into, or renew any contract with the state for goods or services of one million dollars ($1,000,000) or more if the vendor engages in investment activities in Iran, as defined in the Act. The Act requires that the Department of General Services (DGS) establish and periodically update a list of ineligible vendors.

Also, pursuant to the Act, financial institutions are ineligible to bid on, submit a bid or proposal for, enter into, or renew any contract with the state for goods or services of one million dollars ($1,000,000) or more if the financial institution extends credit, as defined in the Act, to a business identified on the DGS list of ineligible vendors that will use the credit to provide goods or services in the energy sector in Iran.

As such, Bidders must certify that they are not on the list of ineligible vendors prohibited from doing business with the State of California. Bidders must submit Attachment 5, Iran Contracting Act Certification, with their bids.

11. Disabled Veterans Business Enterprise, DVBE, Program Requirements

Effective January 1, 2021, any contracts resulting from this solicitation on or after 1/1/21, are subject to Military and Veterans codes 999.5-999.7 which resulted from SB 588. This law requires an awarding department on a contract to withhold $10,000, or the full payment if it is less than $10,000, from the final payment on a contract until the certification required is received by the awarding department.

For certification purposes, the Bidder will be held to the DVBE Participation percentage proposed on the aforementioned Declaration Form.

PCC section 10115 requires an agreement participation goal of three percent (3%) DVBE for agreements awarded by CalSTRS. This goal applies to the total agreement dollars expended by CalSTRS annually.

It is the policy of the board that all contracting activities are performed in accordance with all applicable State and Federal laws. The board has adopted a policy that directs staff to encourage, promote, and facilitate the fullest possible participation by disabled veteran business enterprises in agreements awarded by CalSTRS.

The mandatory DVBE requirement for this IFB has been waived. However, a DVBE Incentive will be awarded to those bids that meet the confirmed DVBE participation. Confirmed DVBE participation is identified by the percentage listed in the “Corresponding % of bid price” column on Attachment 6, Small Business, Microbusiness, and Disabled Veteran Business Enterprise (DVBE) Commercially https://leginfo.legislature.ca.gov/faces/codes_displayText.xhtml?lawCode=MVC&division=4.&title=&part=&chapter=6.&article=6.

http://leginfo.legislature.ca.gov/faces/billNavClient.xhtml?bill_id=201920200SB588

Useful Function Related Information and Declaration Form for each DVBE subcontractor.

All Bidders must complete and return Attachment 6, Small Business, Microbusiness, and Disabled Veteran Business Enterprise (DVBE) Commercially Useful Function Related Information and Declaration Form.

12. Warranties

Sample Agreement terms and conditions, section F, Warranties, lists the warranties that will be incorporated in any agreement awarded pursuant to this IFB. By signing any agreement awarded pursuant to this IFB, Contractor certifies acceptance of these warranties.

13. Key Personnel

a. Attachment 7, Key Personnel, names certain members of the Bidder’s staff who will exercise a significant role and perform services in compliance with section E, Scope of Work, under an agreement that may be awarded by CalSTRS. These personnel shall be hereafter referred to (both individually and collectively) as "Key Personnel." This designation does not mean that the individuals have the authority to bind the firm contractually.

b. Contractor shall not substitute, replace or reassign Key Personnel without

CalSTRS prior approval. However, with CalSTRS written approval, the parties may agree a change in these Key Personnel, and that written approval document shall become a part of the agreement.

c. An agreement may be terminated immediately with written notice from

CalSTRS to the Contractor, at CalSTRS sole discretion, because of any change in or the departure of the Contractor's Key Personnel.

14. Teachers’ Retirement Board Governance Manual – Third Party Economic Interest

Disclosure Policy

a. Policy

The Third Party Economic Interest Disclosure Policy set forth in the Teachers’ Retirement Board Governance Manual requires entities and Key Personnel engaging in business with CalSTRS to disclose campaign contributions, as defined under the California Political Reform Act, valued in excess of $250, prohibits providing charitable contributions valued in excess of $250, and gifts in excess of the current monetary limit established by the Fair Political Practices Commission, as well as requiring the periodic disclosure of campaign contributions, charitable contributions, and gifts. A copy of the current policy is attached as Exhibit D and Contractor is required to comply with its provisions.

b. Submission of Disclosures

1) Upon submission of a bid (or initial application) to do business with CalSTRS, Attachment 8, Form 600-H Third Party Economic Interest Disclosure, must be submitted on behalf of the:

a) Bidder (Entity) (signed by the individual who is authorized to bind the firm contractually) and

b) Each of its Key Personnel (those who signed Attachment

7).

No other version of this form will be accepted (e.g., annual submittal or generic form downloaded from www.CalSTRS.com).

2) Upon execution of an agreement, the successful Contractor must submit another Form 600-H on behalf of the Entity (Bidder) and each of the Key Personnel to cover the interim period since the submission of the bid (initial application).

3) After execution of an agreement, the Contractor must submit Form

600-H on an annual basis as specified in the agreement.

c. Changes in Laws or Policy

CalSTRS reserves the right to amend, upon prior written notice, the above provisions to conform with any subsequent amendments to the political reform laws and CalSTRS policies.

15. Addenda, Errors and Omissions

CalSTRS may modify any part of the IFB in writing by issuance of an addendum.

Addenda issued prior to the final filing date for submission of bids will be sent to all parties who were sent the IFB and also available on the internet at caleprocure.ca.gov. Addenda issued after the final filing date will be sent to all responding Bidders as appropriate.

If a Bidder discovers any ambiguity, conflict, discrepancy, omission or other error in this IFB, the Bidder shall immediately notify CalSTRS Procurement of such error in writing and request clarification or modification of the document. Such notice shall be given prior to the final filing date for submission of bids.

Modifications of the IFB by CalSTRS shall be made by addenda. Clarifications by CalSTRS shall be issued by written notice to all parties who were sent the IFB.

If, prior to the final filing date for submission, a Bidder fails to notify CalSTRS of a known error, or an error that reasonably should have been known, the Bidder shall not be entitled to additional compensation or time by reason of the error or its late correction.

The provisions of any written amendment hereto or clarification hereof issued by CalSTRS pursuant to this section shall be incorporated by reference and made a part of the Agreement awarded as a result of this IFB.

16. Background Investigations

Selected contractor(s) must demonstrate compliance with Exhibit F, CalSTRS Contractor Background Investigation Policy, for all employees providing services to CalSTRS under the resulting agreement.

17. Statement of Economic Interest (Form 700)

Selected contractor shall not directly or indirectly receive any economic benefit from recommendations made to CalSTRS and shall disclose to CalSTRS any personal investment or economic interest of Contractor which may be enhanced by the recommendations made to CalSTRS. Contractor acknowledges that CalSTRS is subject to the provisions of the Fair Political Practices Act of California (Government Code sections 81000, et seq., and all regulations adopted thereunder, including, but not limited to, Title 2, California Code of Regulations, section 18700) and Contractor shall comply promptly with any requirement thereunder. As a consultant to CalSTRS, Contractor shall require its Key personnel named and all later substitutions therefore to file Statements of Economic Interests in compliance with CalSTRS Conflict of Interest Code (Title 5, California Code of Regulations, section 22000). All such reports shall be filed simultaneously with CalSTRS.

18. Supplier Self-Service Portal

The Bidder, if awarded an Agreement, must register in the CalSTRS new integrated financial system, the Supplier Self-Service (SUS) Portal. This portal provides direct access to administering product and service delivery with CalSTRS.

Click on the hyperlink to register: http://www.calstrs.com/supplier-self-service-portal.

19. Bidder Firm References

Bidder must provide at least three (3) references from customers for whom Bidder has provided Hewlett Packard Enterprise (HPE) Datacenter Support. Bidder must provide client references on Attachment 9, Bidder Firm References. If references obtained by CalSTRS are not favorable, CalSTRS may reject the bid. If your firm http://www.calstrs.com/supplier-self-service-portal http://www.calstrs.com/supplier-self-service-portal has provided services to the State of California within the past 2 years, list the agency, the contract number, address, contact person and telephone number.

D. PREFERENCE PROGRAMS

Bidders who are California Certified Small Business (SB), or commit at least 25% participation to a California Certified SB subcontractor, may be eligible to receive preference (California Government Code section 14835, et seq.). In order to receive preference, the Bidder must clearly indicate the California program(s) for which it, or its subcontractors, qualifies on Attachment 6, Small Business, Microbusiness, and Disabled Veteran Business Enterprise (DVBE) Commercially Useful Function Related Information and Declaration Form. Only Bidders that meet all requirements of this IFB to CalSTRS satisfaction can receive preference as applied during the bid evaluation process.

Bidders who may have questions regarding the following bid preferences may contact the Office of Small Business and DVBE Certification at (916) 375-4940, or the TACPA Preference Program Group at (916) 375-4609.

1. Small Business Preference – DGS (ca.gov)

2. Disabled Veteran Business Enterprise Incentive – DGS (ca.gov)

3. Target Area Contract Preference Act (TACPA) – DGS (ca.gov)

E. SCOPE OF WORK

Contractor shall provide services to include, but not limited to the services outlined below at CalSTRS Headquarters at: 100 Waterfront Place, West Sacramento, CA 95605 and to cover all items listed on Exhibit L, HPE Support Renewal List.

1. HP Datacenter Core

The Contractor shall provide the following support:

a. Relationship Management Services

b. Enhanced Call Handling

c. Proactive Services

2. HP Datacenter Reactive Support

a. HP Hardware Maintenance Onsite Support

i. Hardware Problem Diagnosis

ii. Onsite Support

iii. Parts and Materials Provided

iv. 4 Hours Onsite Response

v. 24 Hours Standard Office days https://www.dgs.ca.gov/ https://www.dgs.ca.gov/ https://www.dgs.ca.gov/

vi. Holidays Included

b. HP Software Technical Support

i. Software Technical Support

ii. Software Electronic Support

iii. 24 Hours Standard Office Days

iv. Holidays Included

ATTACHMENT 1

REQUIRED ATTACHMENTS CHECKLIST & CERTIFICATIONS

Please complete this checklist and certifications form providing information about the Bidder and to confirm the items below are in the bid. Place a check mark or “X” next to each item that is being submitted to CalSTRS. For the bid to be responsive, all required attachments must be returned, including this form, Attachment 1. Attachment 1 must be signed by an individual(s) who is authorized to bind the Bidder contractually.

Original signatures are not required at this time. Acceptable signature options for this IFB include scanned images of manual signatures, DocuSign, or Adobe electronic signature service.

An unsigned or incomplete Attachment 1 may cause the bid to be rejected.

A. BIDDER’S FIRM INFORMATION

Bidder Firm Name Organizational structure (e.g., corporation, partnership, etc.)

FEIN or TIN Bidder’s (Entity) contact information:

a. Address

b. Phone Number

Bidder’s Primary Liaison:

a. Name/Title

c. E-mail address

Representative(s) authorized to bind the Bidder contractually:

a. Name/Title

c. E-mail address

B. CHECKLIST

Attachments Attachment Name _____ Attachment 1 Required Attachments Checklist & Certifications _____ Attachment 2 Minimum Qualifications _____ Attachment 3 Cost Bid Sheet _____ Attachment 4 Darfur Contracting Act Certification*

Check if not required* Please note: If this certification is not required for your agency, do NOT place a check mark on the line next to Attachment 4. Instead, simply check the box above that will indicate it is not required.

For more information the Darfur Contracting Act requirements, please see section C.9.

ATTACHMENT 1

REQUIRED ATTACHMENTS CHECKLIST & CERTIFICATIONS (CONT.)

Attachments Attachment Name _____ Attachment 5 Iran Contracting Act Certification

_____ Attachment 6 Small Business, Microbusiness, and Disabled Veteran Business Enterprise Commercially Useful Function Related Information and Declaration Form

_____ Attachment 7 Key Personnel _____ Attachment 8 Form 600-H (on behalf of the ENTITY)

_____ Attachment 8 Form 600-H (for each individual Key personnel) _____ Attachment 9 Bidder Firm References

Other Required Attachments and Information

_____ Copy of Bidder/Entity business license as issued by California Secretary of _____ State.

_____ Yes, Bidder has read the CalSTRS Internet Privacy Principles and Policy and _____ accepts the terms. I understand if a registration is not already located in CalSTRS’ _____ system, one will be created on this Bidder’s behalf.

C. CERTIFICATIONS

By signing this form, Attachment 1, I (we) certify:

1. The information contained in this bid is accurate and that all required documents

(e.g., attachments, exhibits, forms, etc.) to be submitted as a part of this bid are certified to be true and binding upon the Bidder.

2. This is a firm and irrevocable bid good for one (1) year.

3. Our willingness to perform the services as described in the IFB.

4. The availability of staff and other required resources for performing all services and providing all deliverables as described in this IFB.

Signature of Person Authorized to Bind Printed Name and Title The Bidding Firm Contractually

Date https://www.calstrs.com/footer-link/privacy

ATTACHMENT 2

MINIMUM QUALIFICATIONS

As of the bid submission due date, the Bidder must meet all of the following minimum qualifications to CalSTRS satisfaction to be given further consideration. CalSTRS may verify by optional reference checks compliance with all of these qualifications. Failure to satisfy ANY of the minimum qualifications, based on CalSTRS sole judgement, may result in the immediate rejection of the bid.

1. Bidder must be a legal business entity, authorized to do business in the State of California as evidenced by the submission of copies of the Bidder/Entity business license(s) issued by California Secretary of State.

Does the Bidder meet this minimum qualification? Yes/No

2. Bidder must be an authorized Hewlett Packard (HP) reseller. CalSTRS, at their discretion, may choose to validate this confirmation with HP.

Does the Bidder meet this minimum qualification? Yes/No

ATTACHMENT 3

COST BID SHEET

Bidders are required to submit their costs, in the format below, including all expenses for the services as described in section E, Scope of Work and Exhibit L, HPE Support Renewal List. The proposed fees should include all costs and expenses for providing services to CalSTRS as described in this IFB (inclusive of travel and per diem).

The successful lowest, responsive, and responsible bidder meeting all requirements of this IFB may be awarded an Agreement for a term up to seven (7) months. The fees as submitted shall be guaranteed for the term of the Agreement.

Item Description Cost HPE Renewal HPE Support Renewal – Core- 2001632079 $ HPE Renewal HPE Support Renewal – REACTIVE-

2001632130 – EOL 12/31/2025

HPE Renewal HPE Support Renewal – Core- 2001659379 $ HPE Renewal HPE Support Renewal – Core- 2001664313 $

TOTAL COST

(Basis for Award)

ATTACHMENT 4

DARFUR CONTRACTING ACT CERTIFICATION

Public Contract Code sections 10475 -10481 applies to any company that currently or within the previous three (3) years has had business activities or other operations outside of the United States. For such a company to bid on or submit a proposal for a State of California contract, the company must certify that it is either a) not a scrutinized company; or b) a scrutinized company that has been granted permission by the Department of General Services (DGS) to submit a proposal.

If your company has not, within the previous three (3) years, had any business activities or other operations outside of the United States, you do not need to complete this form.

Original signatures are not required at this time. Acceptable signature options for this IFB include scanned images of manual signatures, DocuSign, or Adobe electronic signature service.

OPTION #1 - CERTIFICATION

If your company, within the previous three (3) years, has had business activities or other operations outside of the United States, in order to be eligible to submit a bid or proposal, please insert your company name and Federal ID Number and complete the certification below.

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that a) the prospective Proposer/Bidder named below is not a scrutinized company per Public Contract Code 10476; and b) I am duly authorized to legally bind the prospective Proposer/Bidder named below. This certification is made under the laws of the State of California.

Company/Vendor Name (Printed) Federal ID Number

By (Authorized Signature)

Date Executed Executed in the County and State of

OPTION #2 – WRITTEN PERMISSION FROM DGS

Pursuant to Public Contract Code section 10477(b), the Director of DGS may permit a scrutinized company, on a case-by-case basis, to bid on or submit a proposal for a contract with a state agency for goods or services, if it is in the best interests of the state. If you are a scrutinized company that has obtained written permission from DGS to submit a bid or proposal, complete the information below.

ATTACHMENT 4

DARFUR CONTRACTING ACT CERTIFICATION (CONT.)

We are a scrutinized company as defined in Public Contract Code section 10476, but we have received written permission from DGS to submit a bid or proposal pursuant to Public Contract Code section 10477(b). A copy of the written permission from DGS is included with our bid or proposal.

Company/Vendor Name (Printed) Federal ID Number

Initials of Submitter

Printed Name and Title of Person Initialing

ATTACHMENT 5

IRAN CONTRACTING ACT CERTIFICATION

(Public Contract Code sections 2202-2208)

Prior to bidding on, submitting a proposal or executing a contract or renewal for a State of California contract for goods or services of $1,000,000 or more, a vendor must either: a) certify it 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 is 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; or b) demonstrate it has been exempted from the certification requirement for that solicitation or contract pursuant to Public Contract Code section 2203(c) or (d).

To comply with this requirement, please insert your vendor or financial institution name and Federal ID Number (if available) and complete one of the options below. Please note: California law establishes penalties for providing false certifications, including civil penalties equal to the greater of $250,000 or twice the amount of the contract for which the false certification was made; contract termination; and three-year ineligibility to bid on contracts. (Public Contract Code section 2205.) Original signatures are not required at this time. Acceptable signature options for this RFP include scanned images of manual signatures, DocuSign, or Adobe electronic signature service.

OPTION #1 - CERTIFICATION

I, the official named below, certify I am duly authorized to execute this certification on behalf of the vendor/financial institution identified below, and the vendor/financial institution identified below is not on the current list of persons engaged in investment activities in Iran created by DGS and is not a financial institution extending twenty million dollars ($20,000,000) or more in credit to another person/vendor, for 45 days or more, if that other person/vendor 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.

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

By (Authorized Signature) Printed Name and Title of Person Signing Date Executed Executed in

ATTACHMENT 5

IRAN CONTRACTING ACT CERTIFICATION (CONT.)

OPTION #2 – EXEMPTION

Pursuant to Public Contract Code sections 2203(c) and (d), a public entity may permit a vendor/financial institution engaged in investment activities in Iran, on a case-by-case basis, to be eligible for, or to bid on, submit a proposal for, or enters into or renews, a contract for goods and services.

If you have obtained an exemption from the certification requirement under the Iran Contracting Act, please fill out the information below, and attach documentation demonstrating the exemption approval.

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

By (Authorized Signature) Printed Name and Title of Person Signing Date Executed Executed in

ATTACHMENT 6

SMALL BUSINESS, MICROBUSINESS, AND DISABLED VETERAN BUSINESS

ENTERPRISE (DVBE) COMMERCIALLY USEFUL FUNCTION RELATED

INFORMATION AND DECLARATION FORM

State law in Government Code section 14837 and Military and Veterans Code section 999 require that Certified Small Business, Microbusiness and Disabled Veteran Business Enterprise (DVBE) contractors, subcontractors, or suppliers must provide goods or services to the state by performing a commercially useful function (CUF).

A Certified Small Business, Microbusiness or DVBE contractor, subcontractor or supplier is considered to be performing a CUF when it meets all of the following criteria:

• Is responsible for the execution of a distinct element of work for the contract;

• Carries out contractual obligations by actually performing, managing, or supervising the work involved;

• Performs work that is normal for its business services and functions;

• Is responsible, with respect to products, inventories, materials, and supplies required for the contract, for negotiating price, determining quality and quantity, ordering, installing, if applicable, and making payment;

• Is not further subcontracting a portion of the work that is greater than expected to be subcontracted by normal industry practices; and,

• Its role is not limited to that of an extra participant in the transaction, contract or project through which funds are passed in order to obtain the appearance of Small Business, Microbusiness, or DVBE participation.

CUF requirement compliance must be declared by a bidder for CalSTRS contracting and then validated with a determination by CalSTRS.

All bidders for a CalSTRS contract must complete and submit the attached GSPD-05-105 Bidder Declaration form with their responses to any CalSTRS solicitation for contracting.

o Failure to complete or submit the Bidder Declaration form is cause for rejection of bid.

o The Bidder Declaration must be submitted under the penalty of perjury.

o Fraudulent representation of performing a CUF is unlawful and could carry a civil penalty.

Upon receipt of a response with the Bidder Declaration, CalSTRS contracting staff will validate the claims of fulfilling CUF requirements by reviewing the response and conducting follow up investigation if necessary. CalSTRS contracting staff must make a determination that the bidding contractor and subcontractor are in compliance with the CUF requirements. In case of determining incompliance, the bid may be rejected. There is no right to protest a rejection based on CUF incompliance.

For further information on the CUF compliance please contact:

Procurement@CalSTRS.com Attachment: GSPD-05-105 Bidder Declaration form

BIDDER DECLARATION (CONT.)

1. Prime bidder information (Review attached Bidder Declaration Instructions prior to completion of this form):

a. Identify current California certification(s) (MB, SB, NVSA, DVBE): ____________ or None ____ (If “None”, go to Item #2)

b. Will subcontractors be used for this contract? Yes ___ No ___ (If yes, indicate the distinct element of work your firm will perform in this contract e.g., list the proposed products produced by your firm, state if your firm owns the transportation vehicles that will deliver the products to the State, identify which solicited services your firm will perform, etc.). Use additional sheets, as necessary.

c. If you are a California certified DVBE: (1) Are you a broker or agent? Yes ___ No ___

(2) If the contract includes equipment rental, does your company own at least 51% of the equipment provided in this contract (quantity and value)? Yes ___ No ___ N/A ___

2. If no subcontractors will be used, skip to certification below. Otherwise, list all subcontractors for this contract. (Attach additional pages if necessary):

Subcontractor Name, Contact Person, Subcontractor Address CA Certification (MB, SB, Work performed or goods provided Corresponding Good 51% Phone Number & Fax Number & Email Address NVSA, DVBE or None) for this contract % of bid price Standing? Rental?

Solicitation Number_____________________

CERTIFICATION: By signing the bid response, I certify under penalty of perjury that the information provided is true and correct.

State of California—Department of General Services, Procurement Division

GSPD–05–105 (REV 08/09)

Page_____ of _____

Invitation for Bid 5000003261

Page 25 of 30ATTACHMENT 6

BIDDER DECLARATION (CONT.)

All prime bidders (the firm submitting the bid) must complete the Bidder Declaration.

1.a. Identify all current certifications issued by the State of California. If the prime bidder has no California certification(s), check the line labeled “None” and proceed to Item #2. If the prime bidder possesses one or more of the following certifications, enter the applicable certification(s) on the line:

1.b. Mark either “Yes” or “No” to identify whether subcontractors will be used for the contract. If the response is “No”, proceed to Item #1.c. If “Yes”, enter on the line the distinct element of work contained in the contract to be performed or the goods to be provided by the prime bidder. Do not include goods or services to be provided by subcontractors.

Bidders certified as MB, SB, NVSA, and/or DVBE must provide a commercially useful function as defined in Military and Veterans Code Section 999 for DVBEs and Government Code Section 14837(d)(4)(A) for small/ microbusinesses.

Bids must propose that certified bidders provide a commercially useful function for the resulting contract or the bid will be deemed non-responsive and rejected by the State. For questions regarding the solicitation, contact the procurement official identified in the solicitation.

Note: A subcontractor is any person, firm, corporation, or organization contracting to perform part of the prime’s contract.

1.c. This item is only to be completed by businesses certified by California as a DVBE.

(1) Declare whether the prime bidder is a broker or agent by marking either “Yes” or “No”. The Military and Veterans Code Section 999.2 (b) defines “broker” or “agent” as a certified DVBE contractor or subcon-tractor that does not have title, possession, control, and risk of loss of materials, supplies, services, or equipment provided to an awarding department, unless one or more of the disabled veteran owners has at least 51-percent ownership of the quantity and value of the materials, supplies, services, and of each piece of equipment provided under the contract.

(2) If bidding rental equipment, mark either “Yes” or “No” to identify if the prime bidder owns at least 51% of the equipment provided (quantity and value). If not bidding rental equipment, mark “N/A” for “not applicable.”

2. If no subcontractors are proposed, do not complete the table. Read the certification at the bottom of the form and complete “Page ___ of ___” on the form.

If subcontractors will be used, complete the table listing all subcontractors. If necessary, attach additional pages and complete the “Page ___ of ___” accordingly.

2. (continued) Column Labels

Subcontractor Name, Contact Person, Phone Number & Fax Number—List each element for all subcontractors.

Subcontractor Address & Email Address—Enter the address and if available, an Email address.

CA Certification (MB, SB, NVSA, DVBE or None)—If the subcontractor possesses a current State of California certification(s), verify on this website (www.eprocure.pd.dgs.ca.gov).

Work performed or goods provided for this contract—Identify the distinct element of work contained in the contract to be performed or the goods to be provided by each subcontractor. Certified subcontractors must provide a commercially useful function for the contract. (See paragraph 1.b above for code citations regarding the definition of commercially useful function.) If a certified subcontractor is further subcontract-ing a greater portion of the work or goods provided for the resulting contract than would be expected by normal industry practices, attach a separate sheet of paper explaining the situation.

Corresponding % of bid price—Enter the corresponding percentage of the total bid price for the goods and/or services to be provided by each subcontractor. Do not enter a dollar amount.

Good Standing?—Provide a response for each subcontractor listed. Enter either “Yes” or “No” to indicate that the prime bidder has verified that the subcontractor(s) is in good standing for all of the following:

of California Secretary of State to be in good standing

51% Rental?—This pertains to the applicability of rental equipment. Based on the following parameters, enter either “N/A” (not applicable), “Yes” or “No” for each subcontractor listed.

Enter “N/A” if the:

subcontractor) or

DVBE)

Enter “Yes” if the subcontractor is a California certified DVBE providing rental equipment and the subcontractor owns at least 51% of the rental equipment (quantity and value) it will be providing for the contract.

Enter “No” if the subcontractor is a California certified DVBE providing rental equipment but the sub-

Read the certification at the bottom of the page and complete the “Page ___ of ___” accordingly.

State of California—Department of General Services, Procurement Division GSPD–05–105 (REV 08/09) Instructions ATTACHMENT 6

Invitation for Bid 5000003261

ATTACHMENT 7

KEY PERSONNEL

Please list the names and titles of the personnel authorized to conduct business (deliver services) on behalf of the Contractor in a decision-making capacity:

Signature

Name (Typed)

Title (Typed)

E-mail

Title (Typed)

Title (Typed)

Title (Typed)

Form 600-H

1 See Teachers’ Retirement Board Governance Manual Section 4, subsection G (1)(a) and

(b) for definitions of Entity, Entities and Key Personnel.

Ethics & Compliance

THIRD PARTY ECONOMIC INTEREST DISCLOSURE

Pursuant to Section 4, subsection G, of the Teachers’ Retirement Board Governance Manual, entitled "Third Party Economic Interest Disclosure Policy", any Entity/Entities and its Key…