C15V0030_safety_training_4_16.pdf
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- Solicitation number
- 0000001134
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- California
About this file
This is a Request for Proposals (RFP No. C15V0030) issued by the California Department of Parks and Recreation, Off-Highway Motor Vehicle Recreation Division for certified safety training services for off-road vehicles. The RFP seeks a contractor to provide hands-on All-Terrain Vehicle (ATV), Off-Highway Motorcycle (OHM), and Recreational Off-Highway Vehicle (ROV) training with an emphasis on safety at nine State Vehicular Recreation Areas statewide. The training must meet ATV Safety Institute (ASI) standards and include basic vehicle operation techniques, environmental preservation principles, and safety certification requirements. Proposals were due by 2 P.M. on April 27, 2016. The contract term is 1,095 calendar days (approximately 3 years) from Notice to Proceed.
The RFP includes a DVBE incentive program and small business preference of 5% for certified small businesses. Cost proposals must include all labor, travel, equipment and materials needed to conduct training across the state. Ten percent of each progress payment will be withheld pending satisfactory completion. Contractors must maintain specified insurance coverage including general liability ($1M per occurrence/$2M aggregate), motor vehicle liability ($1M), and worker's compensation insurance. Small business subcontracting participation of 25% is encouraged. The evaluation criteria assigns 70 points for technical merit and 30 points for cost, with a minimum score of 70 points required to be considered responsive.
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REQUEST FOR PROPOSALS
No. C15V0030
California State Parks
Off-Highway Motor Vehicle Recreation Division Certified Safety Training for
Off Road Vehicles
April 2016 State of California Department of Parks and Recreation
State of California Request for Proposals No.: C15V0030 Department of Parks and Recreation Off-Highway Motor Vehicle Recreation Division
Certified Safety Training for Off Road Vehicles
April 2016 i
Table of Contents
SECTION PAGE
1.0 Project Purpose
1.1 Purpose
1.2 RFP Issuing Office
2.0 Scope of Services, Minimum requirements, and Project Deliverables
2.1 Scope of Services
2.2 Project Deliverables
3.0 Minimum Qualifications for Proposers
3.1 Professional Qualifications of Team Personnel
4.0 Proposal Submission Deadline and Delivery
4.1 Proposal Submission Deadline and Delivery
4.2 Proposal Format and Requirements
4.3 Submission of Proposal
4.4 Proposal General Information
4.5 Proposer’s Experience and References
4.6 Detailed Work Plan and Work Schedule Requirements
4.7 Cost Proposal Detail, Format and Requirements
4.8 Small Business Preference
4.9 Non-Small Business Preference
4.10 Darfur Contracting Act Certification
4.11 DVBE Incentive Program
5.0 Evaluation Process
5.1 Proposal Opening
5.2 False or Misleading Statements
5.3 Proposal Evaluation
5.4 Proposal Scoring Criteria
6.0 Notice of Proposed Award and Protest
6.1 Notice of Proposed Award
6.2 Protest
7.0 Agreement Execution and Performance
7.1 Award of Agreement
7.2 Agreement
7.3 Performance Period
7.4 Changes in Personnel
April 2016 ii
(Table of Contents continued)
ATTACHMENTS
Attachment A: Required Proposal Documentation A.1 Required Attachment Checklist A.2 Proposal/Proposer Certification Sheet A.3 Cost Proposal Worksheet A.4 Proposer’s References Form A.5 Darfur Contracting Act Certification (DPR 74)
Attachment B: Proposers’ Information B.1 Small Business Notice B.2 DVBE incentive: For evaluation purposes only, an incentive will be given to responsive and responsible bidders who have attained .01% DVBE participation or higher.
Attachment C: Sample Agreement Forms Standard Agreement (STD 213), with
Exhibit A, Scope of Work Exhibit B, Budget Detail and Payment Provisions Exhibit C, General Terms and Conditions (GTC 610 and CCC 307) incorporated by reference; may be viewed and downloaded at www.ols.dgs.ca.gov/Standard+Language Exhibit D, Services, Special Terms and Conditions (DPR 605s) http://www.ols.dgs.ca.gov/Standard+Language
April 2016 Page 1 of 18
1.0 PROJECT PURPOSE
1.1 Purpose:
The State of California, Department of Parks and Recreation (DPR), Off- Highway Motor Vehicle Recreation (OHMVR) Division is seeking a contractor to provide hands-on All-Terrain Vehicle (ATV), Off-Highway Motorcycle (OHM), and Recreational Off-Highway Vehicle (ROV) training with an emphasis on safety at all nine (9) State Vehicular Recreation Areas (SVRAs) statewide as listed: Prairie City SVRA, Carnegie SVRA, Hollister Hills SVRA, Oceano Dunes SVRA, Hungry Valley SVRA, Ocotillo Wells SVRA, Heber Dunes SVRA, Clay Pit SVRA, Onyx SVRA and on other public or private lands accessible as, and meeting the program requirements for a training site.
Pursuant to section 38007of the California Vehicle Code that states the “Off-Highway Motor Vehicle Recreation Division of the Department of Parks and Recreation shall adopt courses of instruction in off-highway motor vehicle safety, operation, and principles of environmental preservation”. Training participants will learn basic techniques for responsible operation of the Off-Highway Vehicle. The basic vehicle operation techniques will include starting, stopping, turning, uneven terrain, and operating the vehicle with minimal impact on the environment.
Refer to section 2.0, Scope of Services, for complete description of objectives and deliverables.
1.2 RFP Issuing Office
1.2.1 This RFP is issued by the Department of Parks and Recreation, OHMVR Division.
1.2.2 This office is the sole point of contact in the State for the purpose of discussion regarding this RFP.
1.2.3 Proposers may obtain a copy of this RFP and addendums, if any, by downloading it from the Department of General Services’ (DGS) website at https://caleprocure.ca.gov/pages/index.aspx.
1.2.4 DPR reserves the right to amend the RFP prior to the deadline for submission of Proposals. Notice of such amendments, if any, will be in the form of written Addendum. All Addendums become part of the RFP.
1.2.5 All notices, clarifications and addenda to this RFP shall be posted on the above DGS website. It is the proposing Contractors’ responsibility to monitor this website for all information regarding this RFP; DPR is not responsible for sending individual notification of changes or update the sole responsibility of the proposing Contractors to remain apprised of changes to this RFP.
https://caleprocure.ca.gov/pages/index.aspx
April 2016 Page 2 of 18
1.2.6 All questions concerning this RFP shall be submitted in writing by e-mail to barbara.learn@parks.ca.gov or by fax to (916) 324-1610 on or before 2 p.m., Wednesday April 20, 2016. Indicate the RFP number and title in the subject line. Contact with DPR shall be made only through fax or e-mail; telephone calls shall not be accepted. Should answers to questions amend this RFP, DPR shall issue an Addendum.
1.2.7 No verbal information given will be binding upon the State unless such information is issued in writing as an Addendum to this RFP.
2.0 SCOPE OF SERVICES
2.1 Scope of Services
2.1.1 Training to be provided
A. Provide hands-on All-Terrain Vehicle (ATV), training with an emphasis on safety. Training participants will learn basic techniques for responsible operation of the Off-Highway Vehicle. The basic vehicle operation techniques will include starting, stopping, turning, uneven terrain, and operating the vehicle with minimal impact on the environment. The training shall meet the requirements ATV Safety Certificate Program listed within the California Vehicle Code (CVC) § 38503.
CVC § 38503. No person under the age of 18 years, on and after January 1, 1990, shall operate an all-terrain vehicle on public lands of this state unless the person satisfies one of the following conditions:
(a) The person is taking a prescribed safety training course under the direct supervision of a certified all-terrain vehicle safety instructor.
(b) The person is under the direct supervision of an adult who has in their possession an appropriate safety certificate issued by this state, or issued under the authority of another state.
(c) The person has in possession an appropriate safety certificate issued by this state or issued under the authority of another state.
B. Conduct on-site training on public or private lands accessible as, and meeting the program requirements for a training site, in order to promote compliance with the ATV Safety Certificate Program listed within the California Vehicle Code (CVC) § 38503.
C. Provide ATV train the trainer preparation courses to support operator
ATV training demand within California and upon request for qualified candidates to support public training courses at State Vehicular Recreation Areas (SVRAs) and the Off-Highway Youth Training Program.
D. Develop and implement an Off-Highway Vehicle Safety Education
Committee (OHVSEC) Safety Training Organization approved ATV Challenge Course Safety Certificate Program, and other courses
April 2016 Page 3 of 18 supporting the OHV program at the direction of California State Parks Off-Highway Motor Vehicle Recreation (OHMVR) Division.
E. Develop and implement a supplemental California specific ATV online safety course. The online course shall include but is not limited to California ATV laws, California ATV regulations, ATV operation, ATV risk management, ATV safety gear, ATV controls, ATV breaking, ATV turning, the effects of alcohol and drugs on ATV operation, and have an environmentally responsible recreation component. The online ATV Safety Course will be a Learning Management System (LMS) and Sharable Content Objective Reference Model (SCORM) compliant. The California specific ATV online safety course should be Hyper Text Markup Language (HTML) 5 or later compatible.
F. Provider must be an approved Off-Highway Vehicle Safety Education
Committee Safety Training Organization and meet the “Approved All- Terrain Vehicle Safety Training Organization Standards for Youth ATV Safety Certificate Program” requirements dated December 14, 2001 (attachment 2) or subsequent revision by mutual agreement .
G. Provide OHM, and ROV train the trainer courses to support operator
OHM, and ROV training demand within California and upon request for qualified candidates to support public training courses at State Vehicular Recreation Areas (SVRAs) and the Off-Highway Youth Training Programs.
H. Develop and implement outreach materials promoting and encouraging participation in the ATV youth safety certificate program.
I. Vehicles and/or equipment for training will be provided by the participants in the training, California State Parks, or the training provider. The training provider vehicles and/or equipment may be stored at the State Vehicular Recreation Area with approval from the District Superintendent.
2.1.2 The Contractor shall be selected and designated to perform services for a term not to exceed two (2) years unless a formal extension of the term of the Agreement is authorized by DPR and issued in the form of an Agreement Amendment.
2.2 Project Deliverables
2.2.1 Proposers Shall:
Use approved all-terrain vehicle safety training organization standards for youth ATV Safety Certificate Program.
A. ATV training to be provided statewide at a minimum of the following areas:
1) Northern California
2) Central California
3) Southern California
April 2016 Page 4 of 18
Based on reasonable public demand, additional training areas will be added as necessary.
2.2.2 Curricula and Minimum Criteria for State Training Officers, Instructor
License Plan A. Follow The ATV Safety Institute (ASI) standards and responsibilities B. Follow ASI course and curricula use requirements C. Follow ASI course reporting requirements D. Follow ASI Instructor license renewal, suspension and revocation process E. Only ASI curricula will be accepted as meeting California Safety
Training Requirements per the States Safety Education Committee. A curriculum that meets or exceeds the ASI criteria may be considered by the Safety Education Committee for approval
2.2.3 Course Administration Plan
A. ATV size and age requirements must meet ASI guidelines per CPSC recommendations. Any deviation from these guidelines must receive prior written exemption from the ASI. When an age/size issues arises and there is no exemption, the student may observe the instruction and take part in the discussion with the class. The participant may not take part in the riding portion but will receive a State Certification for attending the course.
1) Less than 70cc_______________ Age 6 and older
2) 70cc up to and including 90cc___ Age 12 and older
3) Greater than 90cc_____________Age 16 and older
B. Follow ASI inspection process for loaned or personal ATV’s used in training C. Follow ASI ATV Rider Course insurance and accident/incident reporting D. Follow ASI class size and rider age requirements E. Follow ASI process for scheduling classes F. Follow ASI course reporting requirements G. Identify credit for teaching and use of assistants per ASI guidelines H. Fees for classes and payments to instructors not to exceed ASI standards I. Class size not to exceed 8 persons (or the prescribed instructor/student ratio) J. Class duration, minimum 4 hours
2.2.4 Materials Required A
A. Provide forms for all aspects of course registration and DMV reporting.
B. All forms to be approved by the Off-Highway Vehicle Safety Education Committee (OHVSEC).
C. OHVSEC to provide sample format for all required forms.
April 2016 Page 5 of 18
2.2.5 Data Processing
A. Records to be kept on magnetic medium compatible with IBM PC and supporting Microsoft Access as a Minimum.
B. All records to be electronically backed-up frequently and stored off premises. Must state to OHVSEC where the backup copy will be stored. Updated database will be provided quarterly to Department of Parks and Recreation, OHMVR Division and received not later than the 10th of the month after the close of the prior quarter. Effective 2- 1-02.
C. Format of materials and data to be compatible with the DPR and approved by the OHVSEC.
D. Database must be able to retrieve all participant data and certificate numbers issued.
E. Reports which include both the inclusive and cumulative number of persons trained shall be sent to OHVSEC on a quarterly basis, including reports of failures by training participants
2.2.6 Must have Toll Free Number
A. Toll free number to be answered by a person during the hours of 0800 hours and 1600 hours, excluding weekends and holidays.
B. All other times a recording must be used to give information regarding training.
2.2.7 Outreach
A. Must provide an outreach plan to promote the availability of safety training, the need for compliance with State law, and environmental education as it relates to responsible off road recreation
2.2.8 Certificates
A. The instructor will issue completion cards upon completion of the hands-on rider course. The State Training Organization will mail State Certificates to successful participants within 45 days of the training completion date. The completion card will satisfy State training requirements for 90 days, or until receipt of the State Certificate.
B. Maximum of 4-week turnaround for Duplicate Certificates (after receipt of application and fees).
C. When duplicate issued, the certificate holder will have a note entered in the database indicating the duplicate was issued.
D. All duplicate certificates issued will be stamped “Duplicate” by the Safety Training Organization.
2.2.9 Participant Certificate Fees
A. The Department of Parks and Recreation, Off Highway Motor Vehicle Recreation Division will pay for original certificates/cards issued to successful students ages 16 and younger.
B. Duplicate certificate fee to be charged by training organizations is $3.00.
2.2.10 Time Frame for Offering Classes to applicants
April 2016 Page 6 of 18
A. Training to be offered within 45 days from receipt of application, weather permitting.
2.2.11 Instruction and Monitoring
A. Training requirements – must be an ASI licensed hands-on instructor who has also completed the California Specific Course and is sponsored by a Safety Training Organization.
B. Update requirements – must attend all appropriate update courses.
C. Supervision/Monitoring plan must be submitted – instructors will be supervised/monitored per ASI guidelines to ensure that curriculum standards are being met.
D. Must have successfully completed the ATV Instructor examination administered by the Department of Motor Vehicles, unless otherwise exempted.
E. Students who have successfully completed the ASI Curriculum will have met the functional equivalent of completing the California ATV Safety Education Course and will be issued a California ATV Safety Education Certificate by the STO.
2.2.12 DPR Audit/Monitoring
A. The Department of Parks and Recreation will ensure uniformity of instruction, certificate accountability, classroom control and compliance of rules and regulations set forth by OHVSEC and ASI guidelines.
2.2.13 Organizational Package to OHVSEC
A. Background and qualifications of all people involved in implementing the Safety Training Program.
B. Statement describing the type of organization with an organizational chart.
C. Outline the procedures for control of certificates and accountability for tracking.
D. Statement of the organizations employee disciplinary action process.
E. Statement of compliance with laws related to supervision of minor children (PC 11105.3).
2.2.14 Materials Required B
A. OL 216 – Application for Occupational License B. OL 29 – Personal History Questionnaire C. ADM 1316 – Fingerprint Cards or Live Scan D. OL 218, 64, 65, 94 – Surety Bond or equivalent E. Reverse side of OL 218 – Certificate of Appointment F. A letter approving a lesson plan for instruction from Off-Highway
Vehicle Safety Education Committee.
G. *Add insurance requirement here
2.2.15 Materials Required C
A. Approved student workbook/rider handbook for each pupil Class roster
B. Environmental education handouts like Tread Lightly, as required by
SEC
April 2016 Page 7 of 18
C. SEC approved State certificates with tracking numbers, place for name and date of birth for each participant
D. Accident/Incident report form
2.2.16 Facilities and Equipment Plan
A. Identify site selection and facilities requirements per ASI standards B. Identify equipment necessary to conduct training per ASI standards C. Obtain start-up materials and supplies needed per ASI standards D. Have on site, appropriate fire extinguisher E. Have on site basic/adequate first aid supplies
2.2.17 Instructional Plan
A. Identify use of time, remedial training, process for building skills per ASI standards
B. Identify use of Range Cards and visual aids per ASI standards C. Identify principles of lessons and range management per ASI standards
2.2.18 Teaching Techniques
A. Any SEC approved curriculum will meet or exceed the ASI curriculum and will be strictly adhered to
2.2.19 Lesson Plans
A. Identify how lesson plans will be used per ASI guidelines B. Identify how to prepare and use lesson plans per ASI guidelines
2.2.20 Teaching Youngsters
A. Follow ASI guidelines for teaching young riders differently than their adult counterparts
B. Identify special youth teaching techniques per ASI guidelines C. Identify course guidelines and modifications for youth per ASI curriculum
2.2.21 Updates
A. Identify method for keeping instructors informed of changes in curriculum, like instructor news bulletins, electronic bulletin boards, etc.
2.2.22 Supplemental Information and Glossary of Terms
A. Provide any information regarding equipment vendors, organizational structure, check lists, and glossary of terms used
3.0 MINIMUM QUALIFICATIONS FOR PROPOSERS
3.1 Professional Qualifications of Team Personnel
3.1.1 Proposer shall:
A. Include a duty statement and resume of each key person, by name and title with related experience, qualifications and knowledge who will be involved in the work proposed under this RFP.
April 2016 Page 8 of 18
B. If subcontractors are being considered, include a description of those persons and/or firms, including descriptions of their qualifications.
Also identify the percentage of funds and work to be performed by these contractors.
4.0 PROPOSAL SUBMISSION DEADLINE AND DELIVERY, REQUIREMENTS AND GENERAL
INFORMATION
4.1 Proposal Submission Deadline and Delivery:
4.1.1 Deadline: Sealed Proposals shall be received no later than 2 P.M., Wednesday April 27, 2016. Proposals received after the Deadline shall not be considered. Proposing firms are solely responsible for ensuring timely receipt of their Proposals.
4.1.2 Delivery: Outside envelope (mailer) containing proposal shall be plainly labeled with proposing firm’s name and address, “DO NOT OPEN” and the following:
RFP No. C15V0030 for
Mail or deliver proposals to the following address:
OHMVR Division Attention: Contracts Section
1725 23rd Street, Suite 200 Sacramento, California, 95816
Proposals not submitted under sealed cover and marked as indicated above may be rejected.
4.1.3 If the proposal is made under a fictitious name or business title, the actual legal name of Proposer must be provided.
4.2 Proposal Format and Requirements
The requirements of this Section are mandatory and failure to comply completely shall deem your proposal nonresponsive, except DPR reserves the right to waive any non-material deviation. A non-responsive proposal is one that does not meet the basic proposal requirements.
4.2.1 The following format is required for all proposals:
A. To facilitate DPR’s evaluation, it is requested that all written proposals be submitted in the sequence as presented in subparagraph 4.3.1 below.
April 2016 Page 9 of 18
B. Proposals will be typed, the pages sequentially numbered, and preceded by a Table of Contents.
C. Proposal will provide straightforward and concise descriptions of
Proposer’s ability to satisfy the requirements of this RFP. Proposal shall be complete and accurate. Omissions, inaccuracies or misstatements may be cause for rejection of a proposal.
D. Proposal package shall be prepared in the least expensive method, typically 8 ½” x 11”, stapled in the top left hand corner.
4.3 Submission of Proposal:
4.3.1 Proposal shall be typed with pages sequentially numbered and submitted in one (1) proposal book in the following sequence:
Cover Table of Contents Required Attachment Checklist (Attachment A.1) Proposal/Proposer Certification Sheet (Attachment A.2) Proposer’s Experience Proposer’s References (Attachment A.4) Work Plan Work Schedule Cost Proposal (Example, Attachment A.3) Non-Small Business Preference Documentation, if claiming the preference. (Refer to 4.9 below).
Darfur Contracting Act Certification (DPR 74) DVBE Incentive Program Documentation, if claiming incentive. (refer to Attachments B.2 above).
4.3.2 Proposal must be submitted under sealed cover by Deadline (refer to paragraph 4.1.1.) Proposals received after the Deadline will not be considered.
4.3.3 One (1) original and three (3) copies of the proposal shall be submitted.
The original proposal shall be marked "ORIGINAL".
4.3.4 All documents contained in the original proposal package shall have original signatures and shall be signed by a person authorized to bind the proposing firm. All additional proposal sets may be photocopies of the original package.
4.3.5 An individual who is authorized to bind the proposing firm contractually shall sign Attachment A.2, “Proposal/Proposer Certification Sheet”. The signature shall indicate the title or position that the individual holds in the firm. An unsigned proposal may be rejected.
4.3.6 Proposals shall include the documents identified in Attachment A.1, “Required Attachment Documentation Checklist”. Proposals not including the proper “required attachments” shall be deemed non-responsive. A
April 2016 Page 10 of 18 non-responsive proposal is one that does not meet the basic proposal requirements.
4.4 Proposal General Information
4.4.1 Proprietary or confidential information is not to be submitted in or with the proposals. Proposals become the property of DPR upon receipt and will not be returned to Proposing firms, except as described below in
Paragraph 4.4.5. DPR shall have full rights of ownership of the Proposal and all deliverables submitted under the Agreement as a result of this
RFP.
4.4.2 Proposals shall 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 proposal to be rejected.
4.4.3 A proposal may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. DPR may reject any or all proposals and may waive an immaterial deviation in a proposal. DPR's waiver of an immaterial deviation shall in no way modify the RFP document or excuse the Proposer from full compliance with all requirements if awarded the agreement.
4.4.4 Costs incurred for developing proposals and in anticipation of award of the agreement are entirely the responsibility of the Proposer and shall not be charged to DPR or the State of California.
4.4.5 A Proposer may withdraw its proposal by submitting a written withdrawal request to DPR, signed by the Proposer or an authorized agent in accordance with 4.5.6 below. A Proposer may thereafter submit a new proposal prior to the proposal submission deadline. Proposals may not be withdrawn without cause subsequent to proposal submission deadline.
4.4.6 Proposer may modify a proposal after its submission by withdrawing its original proposal, per Paragraph 4.4.5 above, and resubmitting a new proposal prior to the proposal submission deadline as set forth in the
4.1.1 above. Proposal modifications offered in any other manner, oral or written, shall not be considered.
4.4.7 DPR may modify the RFP prior to the date fixed for submission of proposals by the issuance of an addendum to all parties who received a proposal package.
4.4.8 DPR reserves the right to reject all proposals and is not required to award an agreement.
4.4.9 Before submitting a response to this solicitation, bidders shall review, correct all errors and confirm compliance with the RFP requirements.
April 2016 Page 11 of 18
4.4.10 More than one (1) proposal from an individual, firm, partnership, corporation or association under the same or different names, will not be considered.
4.4.11 DPR does not accept alternate agreement language. A proposal with such language will be considered a counter proposal and will be rejected.
DPR’s General Terms and Conditions (GTC-610), Contractor Certification Clauses (CCC-307) and Standard Agreement (STD 213) and Exhibit language are not negotiable. The GTC 610 and CCC 307 language can be viewed and downloaded at www.ols.dgs.ca.gov/Standard+Language.
See Attachment C, Sample Agreement Forms for Agreement and Exhibit Language.
4.4.12 No oral understanding or agreement shall be binding on either party.
4.4.13 Where applicable, Proposer shall careful examine work site(s) and the scope of work. No additions or increases to the Agreement amount will be made due to a lack of careful examination of work sites and the scope of work.
4.5 Proposer's Experience and References
Note: Address each item below clearly and succinctly as these will be used to score your proposal (See Paragraph 5.4, Proposal Scoring Criteria). Proposers shall furnish background and reference requirements as listed below in order to achieve the total available points. Failure to furnish a listed requirement will result in zero (0) points per criterion.
4.5.1 See 3.0 Minimum Qualifications for description of the following minimum proposal requirements:
A. List professional qualifications of team personnel and provide resumes.
B. Proposer’s background and qualifications.
C. If proposed, provide information regarding the partnership and list of joint projects.
4.5.2 Contact Information: Provide direct contact information for at least three references, include:
Name of company or agency, Contact person for questions about your performance, Telephone number for company or agency, Telephone number for contact person, . Address of company or agency, Goal of project, Final cost of project, and Whether or not project was successful.
April 2016 Page 12 of 18
Two (2) references will be contacted for information about your performance in regard to project performance, outcomes, adherence to schedule, management and administration.
4.6 Detailed Work Plan and Work Schedule Requirements – Complete as required, following are examples.
4.6.1 Detailed Work Approach (Methodology): The Proposer shall develop a detailed work plan or schedule for task completion.
A. Identify the specific tasks that demonstrate how Proposer’s firm will achieve the scope and objectives identified herein.
B. Identify each major task, necessary subtask, and/or specific milestones by which progress can be measured and payments made.
C. Activities: Discuss each of the activities (including meetings and outreach) you will conduct to achieve the scope, schedule and objectives defined and identified.
D. Project Personnel: List all personnel who will be working on the project and their titles and job descriptions.
E. Commitment: Describe how your firm and key personnel will be committed to this project to ensure successful completion within the project timeframe. Points will be awarded based upon the level of commitment made, and reasonableness of proposed performance you outline.
4.7 Cost Proposal Detail, Format and Requirements
Information requested in this section is required to support the reasonableness of your quotation. The cost data (which should be separated for each of the deliverables and/or services provided with estimated costs and details showing which members of the team will be working on each deliverable and/or services provided and then totaled), including all applicable taxes and other expenses, shall be submitted along with your technical (written) proposal.
4.7.1 Use the Sample Cost Proposal Worksheet (Attachment A.3) as a guide in preparing your cost proposal.
4.8 Small Business Preference
4.8.1 A five percent (5%) preference shall be granted to proposing firms approved by the State of California as "Small Business" in accordance with Title 2, California Code of Regulations, Section 1896, et seq.
Applications shall be on file at the Department of General Services, Small Business and DVBE Certification, 707 Third Street, First Floor, Room 400, West Sacramento, California 95605, by 5 p.m. on the day proposals are due.
April 2016 Page 13 of 18
Indicate in Proposal whether or not your firm is claiming preferences as a certified small business. See Proposal/Contractor Certification Sheet, Attachment A.2, number 14.a.
4.9 Non-Small Business Preference
4.9.1 A five percent (5%) bid preference is available to non-small business proposing firms claiming twenty-five percent (25%) State of California certified small business subcontractor participation. If claiming the non-small business subcontractor preference, your proposal shall include a list of the small business firms with which you commit to subcontract in an amount of at least twenty-five percent (25%) of the net bid price with one or more certified small businesses. Each listed certified small business shall perform a “commercially useful function” in the performance of the Agreement as defined in Government Code Section 14837(d)(4). See Proposal/Proposer Certification Sheet number 15 to indicate whether or not you are claiming the non-small business preference.
4.9.2 Each listed certified small business shall perform a “commercially useful function” in the performance of the Agreement as defined in Government Code Section 14837(d)(4).
4.9.3 If claiming the non-small business subcontractor preference, Proposer shall include in its Proposal the completed form titled Small Business
Subcontractor Participation Worksheet, Form DPR 85 (located at the beginning of this RFP, behind the Small Business Notice) to provide a list of the small business firms with which Proposer commits to subcontract.
4.9.4 Completed certification applications and required support documents shall be submitted to the office of Small Business and DVBE Certification (OSDC) no later than 5 p.m. on the bid due date, and the OSDC shall be able to approve the application as submitted. Questions regarding certification should be directed to the OSDC at (916) 375-4940.
4.10 Darfur Contracting Act
4.10.1 Effective January 1, 2009, all solicitations for goods or services must address the requirements of the Darfur contracting Act of 2008 (Act).
(Public Contract Code sections 10475, et seq.; Stats. 2008, Ch. 272), The Act was passed by the California Legislature and signed into law by the Governor to preclude State agencies generally from contracting with “scrutinized” companies that do business in African Nation of Sudan (of which the Darfur region is a part), for the reasons described in Public Contract Code section 10475.
4.10.2 A scrutinized company is a company doing business in Sudan as defined in Public Contract Code section 10476. Scrutinized companies are ineligible to, and cannot, bid on or submit a proposal for a contract with a State agency for goods or services. (Public Contract Code section 10477(a)).
April 2016 Page 14 of 18
4.10.3 Therefore, Public Contract Code section 10478 (a) requires a company that currently has (or within a previous three years has had) business activities or other operations outside the United States to certify that is not a “scrutinized” company when it submits a bid or proposal to a State agency.
4.10.4 A scrutinized company may still, however, submit a bid or proposal for a contract with a State agency for goods or services if the company first obtains permission from the Department of General Service (DGS) according to the criteria set forth in Public Contract Code section 10477(b).
4.11 DVBE Incentive Program
4.11.1 “DVBE incentive: For evaluation purposes only, an incentive will be given to responsive and responsible bidders who attain a .01% DVBE participation or higher. See Attachment B.2, DVBE Incentive Program
5.0 EVALUATION PROCESS
5.1 Proposal Opening
5.1.1 At the time of proposal opening, each proposal will be checked for the presence or absence of required information in conformance with the submission requirements of this RFP.
5.1.2 Upon proposal opening, all documents submitted in response to this RFP will become the property of DPR and will be regarded as public records under the California Public Records Act (Government Code Section 6250 et seq.) and subject to review by the public.
5.2 False or Misleading Statements
5.2.1 Proposals that contain false or misleading statements, or which provide references, which do not support an attribute or condition claimed by the Proposer, may be rejected.
5.3 Proposal Evaluation
5.3.1 Each eligible Proposal will be evaluated by an Evaluation Committee comprised of three (3) or more DPR staff members. Proposals that meet the minimum qualifications will be evaluated according to the criteria indicated in Section 5.4 below. Proposals that do not meet all Minimum Qualifications will be considered non-responsive.
5.3.2 A minimum of seventy (70) points for the combined score of Technical
Merit - Experience and Qualifications (Section B) and Cost Proposal (Section C) must be achieved to be considered responsive.
April 2016 Page 15 of 18
5.4 Proposal Scoring Criteria
5.4.1 Information submitted in the written proposal must support items marked in the following sections. Where information submitted in written proposal is in disagreement with or does not support items marked in these sections, the information submitted in written proposal will take precedence.
Y=Yes; N=NO (circle one)
DVBE Incentive Program Yes / No
OSDC Certified Small Business Preference Yes / No
Non-Small Business Preference Yes / No
A. Minimum Qualifications Circle One
1. Include a duty statement and resume of each key person, by name and title with related experience, qualifications and knowledge who will be involved in the work proposed under this RFP. Details of their roles in past projects should be provided.
Yes / No
2. If subcontractors are being considered, include a description of those persons and/or firms, including descriptions of their qualifications. Also identify the percentage of funds and work to be performed by these contractors.
Yes / No
Proposals meeting all minimum qualifications above, will collectively be evaluated by a panel of three (3) or more individuals for the items in the following Sections B and C.
B. TECHNICAL MERIT
POINTS
AVAILABLE AWARDED
1. Presented experience in hands-on training of ATV, OHM, ROV with emphasis on safety.
Proposing firm has demonstrated at least six (6) years of experience in hands-on training of ATV, OHM and ROV with emphasis on safety.
(30 points)
Proposing firm has demonstrated at least four (4) years of experience
(20 points)
Proposing firm has demonstrated at least two (2) years of experience
(10 points)
2. Presented work plan, schedule and detailed proposal of costs to provide services as requested in section 2.4 Project Deliverables.
Proposer presented good work plan, schedule and detailed proposal of costs to provide services as requested in section 2.4 Project Deliverables. (20 points)
Proposer presented workable plan, schedule and/or some detail of costs to provide services as requested in section 2.4 Project Deliverables. (10 points)
April 2016 Page 16 of 18
Proposer presented poor work plan, schedule and/or no detail of costs to provide services as requested in section 2.4 Project Deliverables. (5 points)
3. Proposer demonstrated knowledge to develop and implement OHV outreach program participation. 10
Proposer demonstrated excellent knowledge to develop and implement OHV outreach program participation. (20 points)
Proposer demonstrated adequate knowledge to develop and implement OHV outreach program participation. (15 points)
Proposer demonstrated little knowledge to develop and implement OHV outreach program participation. (10 points)
4. Proposer demonstrated ability to provide training resources as specified in section 2.4 deliverables 10
TOTAL SCORE FOR TECHNICAL MERIT 70
C. Cost Proposal
Contract price submitted by Proposer compared to the costs submitted by other Proposers. Lowest cost proposal will receive the highest number of points.
TOTAL SCORE FOR TECHNICAL MERIT AND COST PROPOSAL (B+C) 100
6.0 NOTICE OF PROPOSED AWARD AND PROTEST
6.1 Notice of Proposed Award
6.1.1 Notice of the proposed award shall be posted for five (5) working days prior to awarding the agreement in a public place in the office of:
1725 23rd Street, Suite 200 Sacramento, California 95816
6.2 Protest
6.2.1 If any Proposer, prior to the award of agreement, files a protest with the
A. Department of Parks and Recreation Administrative Services Division Manager, Contract and Facility Services 1416 Ninth Street, Post Office Box 942896 Sacramento, CA, 94296-0001
C. Department of General Services
Office of Legal Services 707 Third Street, 7th Floor, Suite 7-330
April 2016 Page 17 of 18
West Sacramento, CA 95605 on the grounds that the protesting Proposer would have been awarded the agreement had DPR correctly applied the evaluation standard in the RFP, or if DPR followed the evaluation and scoring methods in the RFP, the agreement shall not be awarded until either the protest has been withdrawn or the Department of General Services has decided the matter.
It is suggested that you submit any protest by certified or registered mail.
6.2.2 Within five (5) days after filing the initial protest, the protesting Proposer shall file with the Department of General Services, Office of Legal Services and DPR a detailed statement specifying the grounds for the protest.
6.2.3 Upon resolution of the protest and award of the agreement, Contractor shall complete and submit to DPR the Payee Data Record (STD 204), to determine if the Contractor is subject to state income tax withholding pursuant to California Revenue and Taxation Code Sections 18662 and 26131. This form can be found on the Internet at www.osp.dgs.ca.gov under the heading FORMS MANAGEMENT CENTER. No payment shall be made unless a completed STD 204 has been returned to DPR.
6.2.4 Upon resolution of the protest and award of the agreement, Contractor shall sign and submit to DPR, page one (1) of the Contractor Certification Clauses (CCC), which can be found on the Internet at www.dgs.ca.gov/contracts.
7.0 AGREEMENT EXECUTION AND PERFORMANCE
7.1 Award of Agreement
7.1.1 DPR shall endeavor to make the agreement award resulting from this
RFP, if an award is made, within thirty (30) days of the deadline for receipt of proposals, and after posting the public Notice of Intent to Award per “6.1 Notice of Proposed Award”.
7.1.2 The Agreement, if awarded, shall be subject to approval by DPR’s control agency and shall not be binding on DPR or Contractor until approved by such agency.
7.2 Agreement
7.2.1 Contractor will be required to execute a contractual Standard Agreement (Form STD 213) which shall include the terms and conditions of the RFP and the successful Contractor’s Proposal. (Refer to RFP Attachment C for sample of the Standard Agreement and Exhibits.)
7.2.2 Alternative or revised contract language shall not be accepted by DPR.
Read and review the Attachment C Sample Agreement carefully. If for
7.2.3 any reason, Contractor cannot execute the Agreement as written, Contractor should not submit its proposal.
http://www.osp.dgs.ca.gov/ http://www.dgs.ca.gov/contracts
April 2016 Page 18 of 18
7.2.4 Contractor shall execute the required number of copies of the Agreement and ancillary documents and return all required documents, including current Insurance Certificates reflecting all coverage’s and endorsements per Exhibit D – Special Terms and Conditions, Section 1, Insurance Requirements (see RFP Attachment C, Sample Agreement Forms), within seven (7) calendar days, after Contractor’s receipt of said documents.
7.3 Performance Period
7.3.1 The term of the Agreement awarded from this RFP, if an award is made, will be from written Notice to Proceed through 1095 Calendar Days.
7.3.2. Should Contractor fail to commence work at the agreed upon time DPR reserves the right to terminate the Agreement, upon five (5) days written notice to Contractor. In addition, Contractor shall be liable to DPR for the difference between Contractor's Proposal price and the actual cost of performing work by another contractor.
7.3.3 If performance of Contractor is deemed unsatisfactory by DPR’s State’s Representative, DPR may, without prejudice to any other rights or remedies, terminate the Agreement pursuant to Exhibit C - General Terms and Conditions (GTC-610). Refer to Attachment C, Sample Agreement Forms.
7.4 Changes in Personnel
Contractor's key personnel as indicated in Contractor's response to the RFP may not be substituted without the written consent of DPR’s State’s Representative.
(END OF DOCUMENT)
April 2016 Attachment A
ATTACHMENT A
Required Proposal Documentation
A.1 Required Attachment Checklist
A.2 Proposal/Proposer Certification Sheet
A.3 Cost Proposal Worksheet (Example)
A.4 Proposer’s References Form
A.5 Darfur Contracting Act Certification (DPR 74)
The above listed documentation shall be included in Contractor’s Proposal.
A.1 Required Attachment Checklist
Required Attachment Checklist
A complete proposal or proposal package shall consist of the items identified below. Place this checklist behind your proposal Table of Contents with all the other required documentation to ensure responsiveness to this RFP.
Document
1. Required Attachment Check List (this document)
2. Proposal/Proposer Certification Sheet (Attachment A.2)
3. Small Business Subcontractor participation Worksheet (if applicable)
4. Darfur Contracting Act Certification
If No. 1 or 2 applicable, complete as directed
If No. 1 or 2 are not applicable, you may disregard form
5. Proposer’s Experience
6. Proposer References
7. Detailed Plan
8. Cost Proposal
A.2 Proposal/Proposer Certification Sheet
PROPOSAL/PROPOSER CERTIFICATION SHEET
This Proposal/Proposer Certification Sheet must be signed and returned along with all the required proposal documents as an entire package with original signatures. The proposal must be transmitted in a sealed envelope in accordance with RFP instructions.
A. Place all required documents behind this certification sheet.
B. I have read and understand the DVBE Participation requirements and have included documentation demonstrating that I have met the participation goals.
C. The signature affixed hereon and dated certifies compliance with all the requirements of this proposal document. The authorized signature below authorizes the verification of this certification.
An Unsigned Proposal/Proposer Certification Sheet May Be Cause for Rejection
1. Company Name 2. Telephone Number
2a. Fax Number
3. Address
Indicate your organization type:
4. Sole Proprietorship 5. Partnership 6. Corporation
7. Federal ID No. (FEIN):
8. California Corporation No.:
9. Indicate applicable license and/or certification information, if any:
10. Proposer’s Authorized Representative’s Name (Print): 11. Title:
11a. Email Address:
12. Signature 13. Date:
14. Are you certified with the Department of General Services, Office of Small Business Certification and Resources (OSBCR) as:
a. California Small Business Preference
Yes No If yes, attach copy of State of California, Small Business Certification.
b. Disabled Veteran Business Enterprise
Yes No If yes, attach copy of State of California, DVBE Certification.
To qualify as Small Business and/or DVBE, a copy of the applicable Certification(s) is/are required.
Indicate date application was submitted to State of California, Office of Small Business & DVBE Certification, if an application is pending:
15. Are you claiming a Non-Small Business Preference?
Yes No If yes, attach list of Certified Small Business subcontractors per RFP Paragraph 4.9.
Instructions for Completing Proposal/Proposer Certification Sheet
Item Numbers
Instructions
1, 2, 2a, 3
Must be completed. These items are self-explanatory.
Check if your firm is a sole proprietorship. A sole proprietorship is a form of business in which one person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business.
Check if your firm is a partnership; indicate if general or limited. Provide names and titles of partners and the signatures of partner or partners authorized to sign on its behalf.
A partnership is a voluntary agreement between two or more competent persons to place their money, effects, labor, and skill, or some or all of them in lawful commerce or business, with the understanding that there shall be a proportional sharing of the profits and losses between them. An association of two or more persons to carry on, as co-owners, a business for profit.
Check if your firm is a corporation. Provide date of registrations to do business in California and description of corporate structure, signature of officer(s) authorized to sign on its behalf, date of incorporation and corporation identification number.
A corporation is an artificial person or legal entity created by or under the authority of the laws of a state or nation, composed, in some rare instances, of a single person and his successors, being the incumbents of a particular office, but ordinarily consisting of an association of numerous individuals.
Enter your federal employee tax identification number.
Enter your corporation number assigned by the California Secretary of State’s Office.
This information is used for checking if a corporation is in good standing and qualified to conduct business in California.
Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.
10, 11, 12, 13
Must be completed. These items are self-explanatory.
If certified as a California Small Business, place a check in the "yes" box, and enter your certification number on the line. If certified as a Disabled Veterans Business Enterprise, place a check in the "Yes" box and enter your service code on the line. If you are not certified to one or both, place a check in the "No" box.
If your certification is pending, enter the date your application was submitted to
OSBCR.
15 Must be completed. These Items are self-explanatory.
A.3 Cost Proposal Worksheet (Example)
Contractor is encouraged to use own format, meeting the requirements of this RFP
COST PROPOSAL WORKSHEET
(This Worksheet is an example of the Cost Proposal formal and is to be used as a guideline or preparing Contractor’s Cost Proposal on firm’s letterhead.)
Program
Manager
Staff
Assistant
Technician Clerical Totals
Number of Hours
Hourly Rate
Subcontractor(s) Cost
(itemize)
Direct Labor Subtotals
Indirect Costs (overhead
& fringe benefits)
Overhead Rate
Fringe Benefits
Indirect Costs Subtotals
Direct Costs (excluding labor)
Description Costs
Travel (hotel, fuel, meals)*
Equipment and Supplies
(itemized)
Other Direct Costs
(itemized)
Direct Costs Subtotals
Fee (Profit)
Cost Per First Fiscal Year
Cost Per Second Fiscal Year
Total Proposal Cost
* The contractor’s staff person shall be required to travel to nine (9) State Vehicular
Recreation Areas (SVRAs) See list in section 1.1 Purpose. Travel costs may not be paid outside the limits of CCR Title 2, Section 599.619 and shall be a part of the cost proposal. We anticipate some overnight travel.
Contactor will arrange and pay for airfare, car rental; hotel accommodations, meals and incidentals until travel worksheet reimbursement request approve and submitted for payment by state.
Travel shall be reimbursed as actual expenses for receipted lodging, meals and incidentals as provided for in CCR, Title 2, Section 599.619.
State will pay for mileage at the specified per mile rate or fuel for the dates traveling supported by mileage logs or fuel receipts submitted at time of reimbursement.
Contractor will submit travel worksheet with each reimbursement request for all per diem cost.
Rules and Regulations Governing Travel
Government Code Sections 19820, 19822, 19822.5, and 19842 govern travel reimbursements. The Director of the DPA establishes rules and exceptions based on these Government Code Sections. The DPA Rules that govern reimbursement of travel expenses are administered under the provisions of the Bargaining Unit Contracts and DPA Rules 599.615.1 through 599.638.1.
Excluded Employees are subject to DPA Rules 599.615.1 through 599.638.1, referred to as Excluded Rules.
NOTE: Must have original receipts for all expenses being reimbursed for.
Lodging
Room rates determined by State Rates and County where located.
Meals For each full 24-hour period, reimbursement will be paid for actual meal and incidental expenses up to the following maximum rates:
Breakfast Actual Expense up to $ 7.00 Lunch Actual Expense up to $11.00 Dinner Actual Expense up to $23.00 Incidentals Actual Expense up to $ 5.00
City/County Rates as of 7/1/2013-6/30/2016
All cities/Counties in California (except as noted below)
Up to $90.00, plus tax
Alameda County Up to $125.00, plus tax
Edwards AFB Up to $120.00, plus tax
Los Angeles County Up to $120.00, plus tax
Monterey County Up to $125.00, plus tax
Incidentals include, but are not limited to: expenses for laundry, cleaning and pressing of clothing, and fees and tips for services, such as for porters and baggage carriers. Incidentals do not include taxicab fares, lodging taxes (included with lodging reimbursement) or the costs of postage, telegrams or telephone calls (claimed as business expense)
The time frame requirements for claiming meals while on travel status are as…
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