Bid Notice-Forklift Purchase.pdf

STATE OF CALIFORNIA

Department of Fish and Wildlife

Rev. July 2024

Request for Quotation (RFQ)

DUE DATE: 09/16/2026 Responses must be delivered to the California Department of Fish and Wildlife before 2:00 PM on the due date. Opening of quotes will take place at 3:00 PM on the due date.

Supplier Name and Address:

Supplier Contact:

Supplier Phone:

SOLICITATION NO.

RFQ-LED-0627-01, Forklift

PURSUANT TO PUBLIC CONTRACT

CODE SECTION 10302(B)(1), IT IS

UNLAWFUL FOR ANY PERSON

ENGAGED IN BUSINESS WITHIN THIS

STATE TO SELL OR USE ANY ARTICLE

OR PRODUCT AS A “LOSS LEADER” AS

DEFINED IN SECTION 17030 OF THE

BUSINESS AND PROFESSIONS CODE.

DATE

9/2/2026

DELIVERY DATE

1/14/2027

120 Days ARO

For further Information, Contact:

Monica Lewis Monica.lewis@wildlife.ca.gov

Return Quote To:

California Department of Fish and Wildlife Monica.lewis@wildlife.ca.gov

A: ARE YOU CLAIMING PREFERENCE

AS A CALIFORNIA CERTIFIED SMALL

BUSINESS?

YES NO

B: IF YES, MANUFACTURER?

YES NO

C: ARE YOU A NON-SMALL BUSINESS

CLAIMING AT LEAST 25% SMALL

BUSINESS SUBCONTRACTOR

PREFERENCE?

YES NO

Name (Print):

Title:

Signature:

_________________________ Date: ___________

Federal Employer Identification Number:

Ship To:

California Department of Fish and Wildlife Attn: 10551 Humbolt St.

Los Alamitos, CA 90720

SECTION 14838 ET SEQ. OF THE

CALIFORNIA GOVERNMENT CODE

REQUIRES THAT A 5%

PREFERENCE BE GIVEN TO

BIDDERS WHO QUALIFY AS A

SMALL BUSINESS OR BIDDERS

WHO QUALIFY AS A NON-SMALL

BUSINESS CLAIMINIG AT LEAST

25% CALIFORNIA CERTIFIED SMALL

BUSINESS PARTICIPATION. FOR

REQUIREMENTS SEE TITLE 2,

CALIFORNIA CODE OF

REGULATIONS SECTION 1896 ET

SEQ. THE REQUIREMENTS FOR

NONPROFIT VETERAN SERVICE

AGENCIES QUALIFYING AS A

SMALL BUSINESS ARE CONTAINED

IN SECTION 999.50 ET SEQ. OF THE

MILITARY AND VETERANS CODE.

Bidder offers and agrees if this response is accepted within 45 calendar days following the date the response is due to furnish all the items upon which prices are quoted, at the prices set opposite each item, delivered at the designated point(s) by the method of delivery and within the times specified and subject to the attached General Provisions. DELCARATIONS UNDER PENALTY OF PERJURY: By signing above, with inclusion of the date of signature, the above signed bidder DECLARES UNDER PENALTY OF PERJURY under the laws of the State of California as follows: (1) (STATEMENT OF COMPLIANCE). The above signed has complied with the non-discrimination program requirements of Government Code 12990 and Title 2, California Administrative Code Section 8103, and such declaration is true and correct. (2) The National Labor Relations Board declaration set forth in Paragraph 48 of the General Provisions is true and correct. (3) If a claim is made for the Small Business or Disabled Veterans Business preference, the information set forth within is true and correct.

ITEM

NO.

QTY

UNIT

UNSPSC/PRODUCT CODE

DESCRIPTION

UNIT PRICE

EXTENSION

1. 1 EA # 24101603

Electric Forklift (see Attachment 1 for detailed minimum specifications)

2.

EA

Fee

California Tire Tax $1.75 $

3.

EA

# 24101629

Heavy Duty Fork Mounted Trailer (see Attachment 1 for detailed minimum specifications)

SUBTOTAL: $

Taxes are assessed based upon where the product is to be delivered. TAX: $

Includes subtotal, tax, and any other fees TOTAL COST: $

Quotes must be valid for a minimum of 60 Days after the date of issuance. Expiration Date:_______________

Rev. July 2024

BID REQUIREMENTS:

1. Specification Compliance: The Bidder must indicate if the product(s) offered on this bid response complies in all respects with the specifications outlined in Specifications, Attachment 1. Deviation from the specifications will result in disqualification.

2. New Equipment: All equipment to be provided in response to a State solicitation shall be new and the latest model in current production. Used, shopworn, prototype, or discontinued models are not acceptable.

3. Delivery: The awarded Supplier will contact Don Nelson at (626) 629-9096 to schedule delivery to California Department of Fish and Wildlife 10551 Humbolt St. Los Alamitos CA 90720. Supplier will call Monday through Friday within the hours of 9:00 AM – 3:00 PM, except State holidays. Receipt of equipment is to be completed within 120 days After Receipt of Order (ARO). See Attachment 3 for additional delivery and document requirements.

4. Shipment: For the purposes of this solicitation, only responses quoting F.O.B. Destination, Freight Prepaid, will be accepted. Any shipping charge must be incorporated into the price of the goods. No additional charges/fees can be added after award. Pricing listed on page 1 must be all inclusive.

5. Inquiries/Questions: Written questions must be submitted to Monica.lewis@wildlife.ca.gov and received by 2:00 PM on 9/8/0226.

CDFW response to written questions will be provided by 5:00 PM on 9/11/2026. If a bidder submits a question after the scheduled date(s), CDFW will attempt to answer the question, but does not guarantee that the answer will be prior to the bid due date.

6. Method of Award: This solicitation shall be awarded on an “All or None” basis, by individual group, or by individual line item, whichever is deemed by the State to be in its best interest. The award will be made to the lowest responsive and responsible bidder meeting all administrative and technical requirements, terms, and conditions of this solicitation. If a bidder is determined to be non-responsive or non-responsible, the bid response may be rejected.

7. Cash Discounts: Cash discounts will not be considered when evaluating bid responses for award purposes. However, cash discounts may be offered and taken by departments processing invoices within the timeframe specified.

8. Additional Terms and Conditions: The State objects to and will not evaluate or consider any additional terms or conditions submitted by a bidder. This applies to any language appearing in documents attached as part of the bidder’s response. In signing and submitting a bid, the bidder agrees that any additional terms and conditions, whether submitted intentionally or inadvertently, shall have no force or effect. Responses that reference a bidder’s own terms or conditions may be subject to rejection.

9. Important Note: Only offers quoted on the State’s RFQ form will be considered. Mailed bid responses shall be submitted in a sealed envelope with the solicitation number and the bid due date and time clearly marked on the outside of the envelope. Emailed bid responses must identify the RFQ number and the bid due date within the Subject line. All bid responses must be submitted by the date and time specified on page 1 of this RFQ.

RESPONSIVE BIDDER

A responsive bidder submits a bid response compliant with the solicitation requirements and indicates performance without material deviation from the terms and conditions of the proposed contract. Deviations from the specifications are considered material and are cause for disqualification.

RESPONSIBLE BIDDER

A responsible bidder submits a responsive quote and possesses the experience, facilities, reputation, financial resources, and other factors existing at the time of contract award.

CALIFORNIA SELLER’S PERMIT

Bidders must provide their California retailer’s seller’s permit or certification of registration issued by the California Department of Tax and Fee Administration (CDTFA), pursuant to all requirements as set forth by the Revenue and Taxation Code (RTC) Sections 6487, 7101, 6452.1, 6487.3, 18510, and Public Contract Code (PCC) Section 10295.1.

To expedite verification processes of the permit’s validity, provide the CDTFA seller’s permit number in the space provided below or attach a copy of the seller’s permit with your bid response.

Retailer’s Seller’s Permit Number:

Note: All awards are conditional until CDFW receives the seller’s permit number or a copy of the seller’s permit.

For further information on obtaining a California Seller’s Permit number or to register to do business in the State of California, visit the CDTFA website at www.cdtfa.ca.gov.

DARFUR CONTRACTING ACT CERTIFICATION FORM

All bidders must complete the Darfur Contracting Act Certification Form (DFW 1080) and include it with the bid response.

For the reasons described in PCC Section 10475, the California Legislature and the Governor signed into law the Darfur Contracting Act of 2008, which precludes State agencies generally from contracting with “scrutinized” companies that do business in the African nation of Sudan.

“Scrutinized” companies, as defined in PCC Section 10476, are ineligible to, and cannot, bid on or submit a proposal for a Contract with a State agency for goods or services. Pursuant to PCC Section 10478, if a bidder currently or within the previous three years has had business activities in Sudan, it must certify that it is not a “scrutinized” company.

A “scrutinized” company may still, however, submit a bid if the company first obtains permission from the Department of General Services (DGS), as described in PCC Section 10477(b).

Rev. July 2024

PAYEE DATA RECORD FORM

All bidders must complete the Payee Data Record Form (STD. 204) listing their Taxpayer Identification Number and include it in the bid response.

A completed STD. 204 is required for all bidders entering into a transaction that may lead to a payment from the State. Bidders who do not wish to complete the STD. 204 may elect not to do business with the State.

BIDDER DECLARATION FORM

All bidders must complete the Bidder Declaration Form (DFW 1082) and include it with the bid response. When completing the declaration, bidders must identify all subcontractors proposed for participation in the contract; this includes equipment manufacturers, equipment distributors, and resellers. A subcontractor is any person, firm, corporation, or organization contracting to perform any part of the prime’s contract.

Bidders awarded a contract are contractually obligated to use the subcontractors for the corresponding work identified, unless the State agrees to a substitution and it is incorporated by amendment to the contract.

AMENDMENTS

Consistent with the terms and conditions of the original solicitation, and upon mutual consent, CDFW may execute written amendments to the Purchase Order.

CALIFORNIA CERTIFIED SMALL BUSINESS AND PREFERENCE INFORMATION

SMALL BUSINESS PREFERENCE AND CERTIFICATION

Bidders claiming the 5% small business preference must be certified by California as a small business or must commit to subcontract at least 25% of the net bid price with one or more California certified small businesses. Small Business Nonprofit Veteran Services Agencies (SB/NVSA) prime bidders meeting requirements specified in the Military and Veterans Code (MVC) Section 999.50 et seq. and obtaining a California Certification as a small business are also eligible for the 5% small business preference. If applicable, claim “YES” on Option A in the box on the right-hand side of the first page of this solicitation.

Any bidder claiming the 5% small business preference must possess valid small business certification from California before the date and time bids are due.

COMMERCIALLY USEFUL FUNCTION (CUF) COMPLIANCE

In accordance with Government Code. Section 14837 and M&VC, Section 999, all SB and DVBE contractors, subcontractors and suppliers that bid on or participate in a State contract must perform a Commercially Useful Function (CUF). In addition, the requirement to determine CUF is not affected by the applicability of the 5% SB preference and/or the Disabled Veteran Business Enterprise (DVBE) participation goal or DVBE incentive. There is no exception to this requirement; consequently, certified SB, Microbusiness (MB), and DVBEs must perform a CUF. CUF must be determined prior to contract award.

A California certified SB/MB or DVBE business must be deemed to perform a Commercially Useful Function (CUF) by Meeting ALL of the following CUF requirements for Contract/Purchase Order (PO) award consideration:

1. Is responsible for the execution of a distinct element of the work of the contract (including the supplying of services and goods).

2. Carries out its obligation by actually performing, managing, or supervising the work involved.

3. Performs work that is normal for its business services and functions.

4. 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.

5. Is not further subcontracting a portion of the work that is greater than that expected to be subcontracted by normal industry practices.

All SB/MB/DVBE bidders must complete the Commercially Useful Function (CUF) Certification, Attachment 2.

NON-SMALL BUSINESS SUBCONTRACTOR PREFERENCE

A 5% bid preference is available to a non-small business claiming 25% California certified small business subcontractor participation. If claiming the non-small business subcontractor preference, the bidder must list all the California certified small businesses with whom the bidder commits to subcontract in an amount of at least 25% of the net bid price. If applicable, claim “YES” on Option C in the box on the right-hand side of the first page of this solicitation.

SMALL BUSINESS REGULATIONS

The Small Business regulations, located in the California Code of Regulations (CCR) Title 2, Division 2, Chapter 3, Subchapter 8, Section 1896

et. seq., concerning the application and calculation of the small business preference, small business certification, responsibilities of small business, department certification, and appeals can be viewed at the Office of Small Business and DVBE Services (OSDS) Notice of Rulemaking Regulations for SB/DVBE webpage. For those without Internet access, a copy of the regulations can be obtained by calling OSDS at (916) 375-4940.

Rev. July 2024

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) INCENTIVE INFORMATION

DVBE PROGRAM REQUIREMENTS

CDFW elects to waive the DVBE program requirements in this solicitation but opts to include the DVBE incentive. See the table below for a breakdown of the allowable DVBE incentive percentage.

Confirmed DVBE Participation of: DVBE Incentive:

5% and Over 5% 4% - 4.99% inclusive 4% 3% - 3.99% inclusive 3%

DISABLED VETERAN BUSINESS ENTERPRISE DECLARATIONS FORM (STD. 843)

Per MVC Section 999.20, an STD. 843 must be completed and signed by all disabled veteran owner(s) and disabled veteran manager(s) when a DVBE contractor or subcontractor will provide materials, supplies, services, or equipment. The completed form must be included in the bid response.

DVBE SUBCONTRACTOR SUBSTITUTION

Per MVC Section 999.50(e), the bidder understands and agrees that should award of this contract be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid response, a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Department of General Services (DGS). Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid response and approved DVBE substitutions will be documented by contract amendment. Failure of the bidder to seek substitution and adhere to the DVBE participation level identified in the bid response may be cause for contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in MVC Section 999.90 and PCC Section 10115.10.

PRIME CONTRACTOR’S DVBE SUBCONTRACTING REPORT

MVC 999.50(d), GC 14841, and CCR 1896.78(e) require all Prime Contractors that had a DVBE perform an element of work for this contract to report DVBE information in the Prime Contractor’s DVBE Subcontracting Report (STD 817). This completed and signed report must be submitted to the CDFW staff listed as the “Attention To” on the executed Purchase Order within 60 days of receipt of final payment. It is the Prime Contractor’s responsibility to ensure the form is received, completed, and returned within the stated time frame.

EXECUTIVE ORDER N-6-22 – RUSSIAN SANCTIONS

On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

RECYCLED CONTENT REQUIREMENTS

The State of California is required to purchase recycled-content products (RCPs) rather than nonrecycled products whenever price, quality, and availability are comparable. Furthermore, each state agency, including the agency’s contractor(s), is required to purchase RCPs in sufficient quantities to ensure that mandated RCP procurement goals are attained within sixteen product categories. These sixteen product categories and their respective minimum postconsumer-content recycled content (PCRC) requirements are available at the following web address:

https://calrecycle.ca.gov/buyrecycled/stateagency/categories/

In order to help state agencies identify all reportable purchases and all reportable RCP purchases, suppliers and agency contractors are mandated by the Public Contract Codes to certify the minimum, if not the exact, postconsumer recycled-content material, in the products, materials, goods, and supplies offered or sold to the state. Bidders must complete the Postconsumer-Content Certification Form (CalRecycle 74) and include it with the bid response.

Generative Artificial Intelligence (GenAI) REQUIREMENTS

The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI tools, while balancing the risks of these new technologies.

Bidder / Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term “materially impacts” shall have the meaning set forth in State Administrative Manual (SAM) § 4986.2 Definitions for GenAI.

Failure to report GenAI to the State may result in disqualification. The State reserves the right to seek any and all relief to which it may be entitled to as a result of such non-disclosure.

Upon notification by a Bidder / Offeror of GenAI as required, the State reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the State.

Government Code 11549.64 defines “Generative Artificial Intelligence (GenAI)” as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system’s training data.

Rev. July 2024

ATTACHMENTS

The following documents are attached, or attached by reference, and are part of this solicitation:

1. Specifications, Attachment 1

2. Bidder Instructions (GSPD-451)

3. General Provisions (GSPD-401)

4. California Seller’s Permit

5. Darfur Contracting Act Certification (DFW 1080)

6. Postconsumer-Content Certification Form (CalRecycle 74)

7. Payee Data Record Form (STD. 204)

8. Bidder Declaration Form (DFW 1082)

9. Disabled Veteran Business Enterprise Declarations Form (STD. 843), required for all DVBE vendors

10. Prime Contractor’s DVBE Subcontracting Report (STD 817), required if applicable

11. Commercially Useful Function (CUF) Certification, Attachment 2, required if applicable

12. Written Confirmation documenting DVBE Program Requirements

13. Add additional attachments here, Attachment 3

Please note that Attachments #1, #4, #5, #6, #7, #8, #9, #11, #12, and Page 1 of the RFQ MUST be returned with the bid or the bid may be rejected.

Rev. July 2024

ATTACHMENT 1

Make and Model being Quoted:

SPECIFICATIONS

Specification table must include the Can you provide this and please list deviations columns

ITEM

NO.

CATEGORY DESCRIPTION CAN YOU

PROVIDE THIS,

YES/NO?*

IF NO, PLEASE LIST

DEVIATIONS

Forklift

1. Power Type: Electric, 36V battery voltage

2. Load Rated Capacity:

4,000 lb.

3. Load Center: 24 in.

4. Operator Type: Driver-

Seated

5. Mast Extended Height:

Minimum of 168 in.

6. Mast Lowered Height:

Maximum of 83.9 in.

7. Free Lift: Maximum of

5.9 in.

8. Forks: Minimum of 1.5” thickness x 3.9” width x 41.0” length

9. Mast Tilt: Minimum of 5 Degrees Forward and Minimum of 5 Degrees Backward

10. Overall Width:

Maximum of 43.9 in.

11. Outside Turning Radius:

Maximum of 71.2 in.

12. Wheelbase: Maximum of 55.1 in.

13. Carriage: Class II ITA

14. Overhead Guard

Height: Standard, Maximum of 86.8 in.

15. Tire Type: Cushion or Pneumatic

16. Power Steering

17. Tilt Steering Column

18. Steering Wheel Knob

19. Seat: Suspension Seat with Seatbelt or Restraint System

20. Anti-Restart Ignition Key Switch

21. Low Power Warning Light

22. Hour Usage Meter

23. Operator Convenience

Tray

24. Audible Back-Up Alarm

25. Rear LED

Stop/Tail/Back-Up Combination Lights

Rev. July 2024

26. Two Forward Overhead Guard Mounted Headlights

27. Two Rearview Mirrors

28. Side shifter

29. Dry Chemical Fire

Extinguisher

30. 36-Volt Battery

31. Recessed Tow Pin

32. 36 Volt Three Phase

Charger

33. Hydraulic Fork Positioner

34. Add On: Fork Mounted Trailer Spotter

35. Model: 2026 or Current Year Model, New

36. Ratings and Standards:

UL Approved

37. Conforms to current Federal EPA and California ARB Emissions Regulations

Heavy-Duty Fork Mounted Trailer Spotter

38. Fork pockets 48" deep and will fit tines up to 2.50" thick x 6.50" wide

39. Secures to your fork tines with pins which are included

40. 2-inch standard receiver

41. Length 55”

42. Weight 127 - 130 lbs.

43. Built to OSHA/ANSI regulations

*Deviations from the listed specifications will result in disqualification.

**Please note any differentials next to the identifying line item, sign your name at the bottom of the page, and include this attachment with your response. **

Printed Name: ______________________________

Signature: ________________________________

Rev. July 2024

ATTACHMENT 2

COMMERCIALLY USEFUL FUNCTION (CUF) CERTIFICATION

Complete one (1) CUF Certification for the portion of the contract that each certified Small Business (SB) and/or Disabled Veteran Business Enterprise (DVBE) identified on the Bidder Declaration will be performing.

CUF statute (Government Code 14837 and Military and Veterans Code 999) requires that the contractor and subcontractor provide goods/services described in the scope of work and/or considered to be distinct element of the contract work.

Supplier Name:

Certification Type (SB or DVBE):

Certification number:

Prime or Subcontractor?

1. List the specific services the supplier will provide in relation to the Scope of Work:

2. List reasons why the services are a normal and consistent function of the supplier; provide support (e.g. UNSPSC, certification, resumes, licenses, educational degrees, website, past performance, etc.):

3. Will the supplier provide products, inventories, materials, and supplies as well as perform ALL the following duties?

(If supplier is not providing any goods, mark “N/A”)

1. Negotiating Price

2. Determining quality and quantity

3. Ordering

4. Making payment

5. Installing

N/A Yes No

Rev. July 2024

ATTACHMENT 3

ADDITIONAL DELIVERY AND DOCUMENT REQUIREMENTS

Inspection by CDFW’s point of contact identified on the Purchase Order will be at the Supplier’s place of business, or as otherwise agreed to by the Supplier and CDFW.

Rules and Guidelines:

1. Inspection will include specification compliance, workmanship, appearance, proper operation of all equipment and systems, and presence of all applicable documents (see Documents listed below).

2. In the event deficiencies are present, the equipment will be rejected by the CDFW point of contact and the delivering dealer will be required to make the necessary changes.

3. Payment and/or the start of a discount period (if applicable) will not begin until the defects are corrected and the equipment is re-inspected and accepted.

4. Completion of inspection or acceptance by the CDFW point of contact will in no way release the Supplier from satisfying the requirements of the contract, specifications, and/or warranty.

5. If deviations from the specified requirements are detected by the inspection, they will be corrected by the Supplier in a quick manner at no additional expense to CDFW.

Documents:

The following documents will be delivered to the receiving agency with each piece of equipment:

1) Completed and signed pre-delivery service checklist, including the purchase order number and Vehicle Identification Number (VIN)

2) “Line Set Tickets” or “Window Sticker” showing all options installed

3) One copy of the equipment warranty

4) One Owner’s Manual for each piece of equipment