Appendix A: Purchasing Required Forms Summary

This document comprises the required purchasing forms for the State of California's Background Investigation Services procurement (RFB-IS-27200086). The State is soliciting sealed bids from qualified vendors to provide comprehensive background investigation services, including criminal history reviews, employment verification, reference checks, and financial history assessments. Sealed bids are due August 25, 2026. The procurement is open to one or more qualified vendors capable of conducting concurrent investigations and meeting all technical and administrative requirements. Bidders must attend the bidders conference and provide evidence of investigator credentials, established quality assurance protocols, and compliance with California state requirements and federal investigative standards, including the Fair Credit Reporting Act. Award will be made to the lowest responsive, responsible bidder, with evaluation criteria including price competitiveness, investigator qualifications, experience with government background investigations, and turnaround time capabilities.

Payment is structured on either a per-investigation basis or monthly retainer arrangement as detailed in the pricing schedule, contingent upon completion and approval of investigation reports. The contract term is subject to renewal for additional periods based on satisfactory performance and continued funding availability. Bidders must complete all required forms included in this appendix to be considered responsive. The State retains discretionary renewal rights and may award to multiple vendors based on demonstrated capability to handle the anticipated volume of concurrent investigations.