ATTACHMENT 3- FOLLOW-ON CONTRACT DISCLOSURE FORM.pdf

PDF 56 KB Posted

Attached to
Cannabis Integration System (CSI) - DCC
Solicitation number
0000039409
Issued by
California

About this file

This is a Follow-On Contract Disclosure Form required by the State of California under Public Contract Code (PCC) Section 10365.5. The form applies to bidders competing for contracts where consulting services may have been previously provided. Bidders must certify their eligibility to compete by disclosing any current or prior consulting services their firm or proposed subcontractors have provided to the state within five years prior to the solicitation release. The form requires submission of either a certification of no related prior consulting work or a detailed disclosure explaining why the firm is not prohibited from bidding despite prior related consulting services. The document specifies that subcontractors providing no more than 10 percent of a consulting services contract's total monetary value are exempt from the prohibition, and individual employees of prior consulting firms may participate on follow-on contracts unless they are named contracting parties.

The prohibition applies regardless of whether violations are intentional, negligent, or inadvertent, with potential consequences including bidder disqualification, contract voidance, and criminal penalties. Bidders must select the appropriate certification option and provide authorization signatures from a bidder's authorized representative or corporate officer. The form references the Department of General Services' Management Memo 07-04 for additional guidance on follow-on contracting restrictions. This disclosure requirement ensures compliance with state procurement rules and prevents conflicts of interest where prior consulting work could improperly influence or advantage a firm in subsequent related procurements.

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ATTACHMENT 3: FOLLOW-ON CONTRACT DISCLOSURE FORM

1. Background Information

PCC Section 10365.5 generally prohibits a person, firm, or subsidiary thereof that has been awarded a consulting services contract from submitting a bid for and/or being awarded an agreement for, the provision of services, procurement of goods or supplies, or any other related action that is required, suggested, or otherwise deemed appropriate in the end product of a consulting services contract.

PCC Section 10365.5 does not apply to any person, firm, or subsidiary thereof that is awarded a subcontract of a consulting services agreement that totals no more than 10 percent of the total monetary value of the consulting services agreement.

Consultants/employees of a firm that provides consulting advice under an original consulting contract are not prohibited from providing services as employees of another firm on a follow-on contract, unless the persons are named contracting parties or named parties in a subcontract of the original contract.

PCC Section 10365.5 does not distinguish between intentional, negligent, and/or inadvertent violations. A violation could result in disqualification from bidding, a void contract, and/or imposition of criminal penalties.

2. Contract Disclosure

Bidder to select the appropriate box below.

☐ I hereby certify that neither my firm nor any subcontractor that my firm intends to use under the contract resulting from this procurement, is currently providing consulting services to the state under a state contract (or as a subcontractor providing more than 10 percent of dollar value of a consulting service contract with the state) or has provided such services within five (5) years prior to the release of this solicitation that are related in any manner to the services, goods, or supplies being acquired pursuant to this solicitation.

Bidder must sign below. This option is likely to apply to bidding firms that do not currently and/or never have provided consultant services to the state.

☐ Attached is a disclosure of current and/or prior consulting services provided by my firm or a proposed subcontractor to the state under a state contract within five (5) years prior to the release of this solicitation that may be related in some manner to the services, goods, or supplies being acquired pursuant to this solicitation. In addition, provide a detailed explanation why your firm is not prohibited from bidding under PCC Section 10365.5. Please also refer to the Department of General Services’

Management Memo 07-04 for additional information regarding the follow-on contracting prohibition, which is located at https://www.dgs.ca.gov/Resources/ManagementMemos

Bidder must sign below and attach a detailed disclosure.

The Bidder's Authorized Representative or Corporate Officer:

Bidder/Firm Name:

Printed Name of Authorized Representative:

Title/Role:

Signature:

Date:

https://www.dgs.ca.gov/Resources/ManagementMemos

ATTACHMENT 3: FOLLOW-ON CONTRACT DISCLOSURE FORM
1. Background Information
2. Contract Disclosure

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