C24910002_Invitation_for_Bid.pdf

State of California • Natural Resources Agency Gavin Newsom, Governor

DEPARTMENT OF PARKS AND RECREATION Armando Quintero, Director Channel Coast District 911 San Pedro Street Ventura, CA 93001

INVITATION FOR BID

Notice to Prospective Bidders

March 17, 2025

You are invited to review and respond to an Invitation for Bid (IFB), entitled La Purisima Mission State Historic - Consultant to Provide Support with the Interpretive Media in La Purisima Mission SHP, Lompoc, CA, 93436 within the Channel Coast District. via;

email ccdbid@parks.ca.gov, or mailed to California State Parks – Channel Coast District 911 San Pedro Street, Ventura, CA 93001. In submitting your bid, you must comply with these instructions. Bids must be received by April 2, 2025, at 2:00 PM.

Note that all agreements entered into with the State of California will include by reference General Terms and Conditions and Contractor Certification Clauses that may be viewed and downloaded at Internet site https://www.dgs.ca.gov/OLS/Resources/. If you do not have Internet access, a hard copy can be provided by contacting the person listed below.

In the opinion of The Department of Parks and Recreation, this Invitation for Bid is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, the contact person for this IFB is:

Ann Boggess Department of Parks and Recreation

Channel Coast District

(805) 588-5396

It is the responsibility of the bidder to review the solicitation pack in its entirety for complete understanding of performance expectations and contracting conditions.

Submittal of a bid acknowledges that the bidder has review the solicitation pack in its entirety and completely understands the performance expectations and contracting conditions under solicitation C24910002.

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

Suzie Cortez Contract Administrator https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language?search=general%20terms%20and%20conditions

CALIFORNIA STATE PARKS

INVITATION FOR BIDS

La Purisima Mission State Historic Park

Consultant to Provide Support with the Interpretive Media

Contract Number: C24910002

March 2025

State of California Natural Resources Agency

5% SMALL BUSINESS PREFERENCE PROGRAM

Bidder

DPR 478 (Rev. 9/2023)(Excel 9/20/2023)(Page 1 of 3)

$29,870 $28,421

Small Business Status

Claims small business status, but is not CA certified

Does not claim to be a small business Claims small business status, but their CA certification has expired

Claims small business and is CA Certified

$28,975 $28,975

$29,520 $29,520

Bid Amount Bid After 5% Preference

$30,750 $30,750

SMALL BUSINESS PREFERENCE AND TACPA NOTICES

5% Small Business Preference / Target Area Contract Preference Act (TACPA) (page 3)

What is a California Certified Small Business (SB)?

1) For a business to be considered a Small Business (SB), they must be certified with the State of California - Department of General Services in accordance with California Code of Regulations, Title 2, Section 1896.94.

2) Your business may be eligible if it meets all of the following*:

a. Must be independently owned and operated.

b. Cannot be dominant in its field of operation.

c. Must have its principal office located in California.

d. Must have its owners (or officers in the case of a corporation) domiciled in California.

e. Together with its affiliates, be either:

• A business with 100 or fewer employees, and an average annual gross receipts of $16 million or less over the previous three tax years, or

• A manufacturer with 100 or fewer employees.

f. Microbusiness: A small business will automatically be designated as a microbusiness if gross annual receipts, together with all affiliates, are less than $5,000,000 or, the small business is a manufacturer with 25 or fewer employees.

* For additional details visit the Department of General Services (DGS) website.

State of California - Natural Resources Agency

DEPARTMENT OF PARKS AND RECREATION

What is the Small Business Preference?

5% Small Business Preference: State law allows certified small business (SB) and microbusiness (MB) firms to receive a 5% bidding preference on applicable state solicitations. The 5% preference is also available for non-certified businesses who subcontract 25% of contract amount with a certified SB/MB. In no event shall the SB preference or non-SB subcontracting preference exceed $50,000 in any single bid.

The effect of the preference is to help SBs/MBs be more competitive in the bid process, thereby enhancing state contract awards directly or indirectly to SB/MB. The preference is only used for computation purposes to determine the winning bidder, the contract is awarded at the actual bid amount.

1. How does the 5% Small Business (SB) Preference Work?

a) The following example shows how the 5% preference computation works, and how it is used to determine a successful bidder.

The State of California www.dgs.ca.gov/PD/Contact

Department of General Services Receptionist: (916) 375-4940 Office of Small Business and DVBE Services 24-hour recording: (916) 322-5060 707 Third Street, First Floor – Room 400 FAX: (916) 375-4950 West Sacramento, CA 95605 OSDSHelp@dgs.ca.gov

DPR 478 (Rev. 9/2023)(Page 2 of 3)

b) Computation Method for example 4-a:

1. Five percent is applied to the lowest (non-certified small business) responsible bid ([Bidder 2] $28,975 x .05 = $1448.75).

2. The preference amount ($1,448.75) is subtracted from the certified small business (Bidder 4’s) bid amount ($29,870 - $1,448.75 = $28,421.25).

3. Bidder 4’s computed total is $28,421.25, making them the lowest bidder.

4. The contract is awarded to Bidder 4 for $29,870.

c) NOTE: The 5% SB preference is applied to currently certified and registered small businesses and is used for bid evaluation purposes and does not alter the bid's actual amount.

2. Documentation

a) Bidders must provide a printout from the State's SB/DVBE vendor system showing your certification and expiration date from the following web site. www.Caleprocure.ca.gov

b) If a non-certified firm is claiming the SB Preference based on subcontracting at least 25% of the contract to a certified SB/MB, you must include a complete GSPD 05-105 with your bid. An evaluated bid under the 25% SB subcontracting qualification cannot displace a certiffied and registered SB.

c) At completion of peformance and when SB participation was included toward SB goals under this contract, then the contractor must complete and submit form DPR 489 to the State's designated representative under this contract and within the time specified within the contracting documents or within 60 days of receipt of final payment, which ever is sooner.

3. Verification

Information submitted by the bidders to claim the SB Preference will be verified by the State. If evidence of an alleged violation is found during the verification process, the State shall initiate an investigation, in accordance with the requirements of the PCC §10115, et seq., and MVC §999 et seq., and follow the investigatory procedures required by the 2 CCR §1896.80. Contractors found to be in violation of certain provisions may be subject to loss of certification, penalties and/or contract termination.

4. To locate SB/MB contractors:

a) Contact the department’s contracting official named in this solicitation for any SB/MB contractors who may have identified themselves as potential subcontractors, and to obtain suggestions for search criteria to possibly identify SB/MB contractors for the solicitation. You may also contact the department’s SB/DVBE Advocate for assistance: www.parks.ca.gov/advocate.

b) Access the list of all certified SB/MBs by using the Department of General Services, Procurement Division (DGS-PD) online certified firm database at: www.Caleprocure.ca.gov

c) Search by “Keywords” or United Nations Standard Products and Services Codes (UNSPSC) that apply to the elements of work you want to subcontract to a SB/MB.

d) Check for subcontractor ads that may be placed on the California State Contracts Register (CSCR) for this solicitation prior to the closing date. You may access the CSCR at: www.Caleprocure.ca.gov

5. Information The State of California, Department of General Services, Procurement Division, Office of Small Business and DVBE Services (OSDS) offers many services that assist contractor/business owners with a variety of information designed to streamline the State contracting process. OSDS also certifies SB/MB contractors. For more information, please contact

TARGET AREA CONTRACT PREFERENCE ACT (TACPA)

Information regarding TACPA including bidder questions about eligibility, please contact:

The State of California Receptionist: (916) 375-4940 Department of General Services Procurement Division - Dispute Resolution Unit 707 Third Street, Second Floor Worksite Eligibility Determinations:

West Sacramento, CA 95605 TACPA@dgs.ca.gov

DPR 478 (Rev. 9/2023)(Page 3 of 3)

Any vendor whose bid is over $100,000 may apply for Target Area Contract Preference Act (TACPA) preference. TACPA provides 5 to 9 percent preferences for a California business that is located in the qualified zone.

How does the TACPA Preference Work?

TACPA will be granted to California-based firms in accordance with Government Code §4530 whenever contracts for goods or services are in excess of $100,000 and the bidder meets certain requirements as defined in the California Administrative Code (Title 2, §1896.30 et seq.) regarding labor needed to produce the goods or provide the services being procured. The TACPA is optional on the part of the bidder (not mandatory), is for bidder evaluation purposes only, and does not alter the amount of the awarded Contract.

Bidders seeking to take advantage of this preference will need to review the DGS Procurement website and submit the appropriate response forms with their bid. The bidder may omit these forms if there is no intention to claim this preference.

Please carefully review the forms and requirements. Bidders are not required to apply for these preferences.

Denial of the TACPA preference request is not a basis for rejection of a bid.

The required applications/forms are as follows:

• STD. 830, TACPA Preference Request for Goods and Services Solicitations

• DGS/PD 525, Manufacturer’s Summary of Contract Activities and Labor Hours

• DGS/PD 526, Bidder’s Summary of Contract Activities and Labor Hours

These forms can be found on the California Statewide Forms Directory at:

https://forms.dgs.ca.gov/content/DGSFormsPortal/california-state-forms-directory.html

Contracts awarded with applied preferences will be monitored throughout the life of the contract for compliance with statutory, regulatory, and contractual requirements. The State will take appropriate corrective action and apply sanctions as necessary to enforce preference programs.

Note: You do not need to be a certified Small Business to apply for the TACPA Preference.

DPR 479IW (Rev. 12/2022)(Excel12/20/2022)(Page 1 of 5)

1. Bidder's attention is directed to the Disabled Veteran Business Enterprise (DVBE) Participation Requirement for bidders, as outlined in the accompanying bid package.

Disabled Veteran Business Enterprise (DVBE) Notice

2. What is a Disabled Veteran Business Enterprise (DVBE)?

a. For a business to be considered a Disabled Veteran Business Enterprise (DVBE), they must be certified with the State of California - Department of General Services in accordance with California Code of Regulations, Title 2, Section 1896.94. Please see the following website for more information about DVBE certification benefits and eligibility requirements:

www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or- Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise

b. Only DVBEs who perform a commercially useful function relevant to this solicitation, may be used to satisfy the DVBE incentive program requirements.

3. Commercially Useful Function Definition

a. California Code of Regulations, Title 2, § 1896.61(l): The term "DVBE contractor, subcontractor or supplier" means any person or entity that satisfies the ownership (or management) and control requirements of §1896.61(f); is certified in accordance with §1896.70;

and provides services or goods that contribute to the fulfillment of the contract requirements by performing a commercially useful function.

b. A person or entity must perform a commercially useful function (CUF) as defined under Military and Veterans Code (MVC) §999.

c. A contractor, subcontractor, or supplier will not be considered to perform a commercially useful function if the contractor's, subcontractor's, or supplier's role is limited to that of an extra participant in a transaction, contract, or project through which funds are passed in order to obtain the appearance of disabled veteran business enterprise participation.

4. What is the DVBE Incentive Program?

a. The DVBE Incentive Program was established by statute and applies to contracts solely financed by State funds. This program is separate from the DVBE Participation Program. The incentive is designed to encourage bidders to partner with DVBE subcontractors.

The DVBE Participation Requirement for this solicitation has been waived – however the DVBE Incentive still applies.

There is no minimum DVBE participation requirement for this solicitation.

DVBE Incentive for Invitation For Bid (IFB) (Participation Requirement Waived)

State of California - Natural Resources Agency

DEPARTMENT OF PARKS AND RECREATION

DPR 479IW (Rev. 12/2022)(Excel 12/20/2022)(Page 2 of 5)

b. The incentive may be combined with other incentives and preferences up to an established cap of $100,000.00. The incentive is used only for evaluation purposes and does not alter the amounts of the actual bids.

5. Reporting Requirement

a. If, for this agreement, a contractor made a commitment to achieve disabled veteran business enterprise (DVBE) participation, within 60 days of receiving final payment under this agreement (or within such other time period as may be specified elsewhere in this agreement) the contractor must certify in a report to the awarding department:

i) the total amount the prime contractor received under the contract

ii) the name and address of the DVBE(s) that participated in the performance of the contract

iii) the amount each DVBE received from the prime contractor

iv) that all payments under the contract have been made to the DVBE(s)

v) the actual percentage of DVBE participation that was achieved

b. You will be required to report to DPR the actual dollars spent with each DVBE subcontractor on form STD. 817. If awarded the contract you will receive this form at the completion of the contract. A person or entity that knowingly provides false information shall be subject to a civil penalty for each violation. (Military & Veterans Code (M&VC) § 999.5(d)).

6. Who is eligible to receive the incentive?

a. Any responsive and responsible bidder who has attained .01% DVBE participation or higher with a registered and certified DVBE.

7. Documentation

a. Bidders must document DVBE participation commitment by completing and submitting the following forms:

1) GSPD 05-105, Bidder Declaration: The GSPD 05-105 is used to document the proposed prime contractor and subcontractors, including their roles and responsibilities. The form must be submitted with the bid package. If there is a discrepancy between the dollar amount and percentage of bid for DVBE participation then the percentage shall prevail.

2) DGS PD 843, DVBE Declaration: All disabled veteran owners and disabled veteran managers of the DVBE must complete the form and submit it with the bid package. A DGS A DGS PD 843 needs to be submitted by every DVBE supplier who is part of a bid whether they are the prime contractor or subcontractor.

b. Bids that fail to submit the completed required forms to confirm the level of DVBE participation will not be eligible to receive the DVBE incentive. Clerical and typographical errors on these forms may be corrected at the State’s sole discretion.

c. Information submitted by the bidders to claim the DVBE incentive(s) will be verified by the State. If evidence of an alleged violation is found during the verification process, the State shall initiate an investigation, in accordance with the requirements of the PCC §10115, et seq., and MVC §999 et seq., and follow the investigatory procedures required by the 2 CCR §1896.80.

Contractors found to be in violation of certain provisions may be subject to loss of certification, penalties and/or contract termination.

c. Table A – Invitation For Bid (IFB) (aka Low Price Method)

a. Low Price Method

A B C

$98,000.00 $102,100.00 $100,000.00

0% 8% 4.5%

1 3 2 n/a 5% 4% n/a $4,900.00

(5% x $98,000) $3,920.00

(4% x $98,000) n/a 97,100.00

($102,100 - $4,900) 96,080.00

($100,000 - $3,920)

3 2 1

DPR 479IW (Rev. 12/2022)(Excel 12/20/2022)(Page 3 of 5)

Final Rank:

DVBE Incentive (from Table A)

Incentive Amount (% x Lowest Responsive and Responsible Bid Price)

Adjusted Bid Price (Bidder's Price - Bidder's Incentive Amount)

Bidder Name

Original Bid Price

DVBE Participation for certified DVBE Prime or Subcontractors

Initial Ranking

2% - 2.99%

.01% - 1.99%

5% of lowest responsive and responsible bid

4% of lowest responsive and responsible bid

3% of lowest responsive and responsible bid

2% of lowest responsive and responsible bid

1% of lowest responsive and responsible bid

Confirmed DVBE Participation of DVBE Incentive Amount for IFB

5% or more

4% - 4.99%

3% - 3.99%

8. How does the DVBE Incentive Program Work?

a. The DVBE incentive is used only for evaluation purposes to determine the successful bidder and does not alter the amounts of the actual bids. A dollar cap of $100,000.00 is set for all combined incentives and preferences.

b. For contracts to be awarded based on the Low Price Method, the incentive amount is equal to a percentage of the lowest responsive and responsible bid based on the amount of DVBE participation in the bid being evaluated per Table A below. The Computation Method does not include the small business preference; however, the small business preference may be applied and may affect the application of the incentive and the outcome of the ranking.

9. Computation Method

The State of California www.dgs.ca.gov/PD Department of General Services Receptionist: (916) 375-4940 Office of Small Business and DVBE Services 24-hour recording: (916) 322-5060 707 Third Street, First Floor – Room 400 FAX: (916) 375-4950 West Sacramento, CA 95605 OSDSHelp@dgs.ca.gov

DPR 479IW (Rev. 12/2022)(Excel 12/20/2022)(Page 4 of 5)

10. Substitution of Proposed DVBE

a. If awarded the contract, the DVBE subcontractors and/or contractors proposed by bidder must be used unless prior written notice of substitution is provided to the state and the state approves such substitution.

b. The notice must include a minimum of: (1) a written explanation of the reason for the substitution; and (2) an updated GSPD 05-105 must be submitted to the award office of Department of Parks and Recreation. The substitution request must before approved before the substitution can take place.

c. Failure to adhere to at least the DVBE participation proposed by the successful bidder may be cause for contract termination and recovery of damages under the rights and remedies due the state under the default section of the contract.

d. Contractor understands and agrees that should award of this contract be based in part on their commitment to use the Disabled Veteran Business Enterprise (DVBE) subcontractor(s) identified in their bid or offer, per Military and Veterans Code 999.5 (e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the State. Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by contract amendment.

e. Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in M&VC § 999.9; Public Contract Code (PCC) § 10115.10, or PCC § 4110 (applies to public works only).

11. To locate DVBE contractors:

a. Contact the department’s contracting official named in this solicitation for any DVBE contractors who may have identified themselves as potential subcontractors, and to obtain suggestions for search criteria to possibly identify DVBE contractors for the solicitation. You may also contact the department’s SB/DVBE Advocate for assistance – www.parks.ca.gov/advocate.

b. Access the list of all certified DVBEs by using the Department of General Services, Procurement Division (DGS-PD) online certified firm database at:

https://caleprocure.ca.gov/pages/PublicSearch/supplier-search.aspx?psNewWin=true

Search by “Keywords” or United Nations Standard Products and Services Codes (UNSPSC), that apply to the elements of work you want to subcontract to a DVBE.

c. Check for subcontractor ads that may be placed on the California State Contracts Register (CSCR) for this solicitation prior to the closing date. You may access the CSCR at:

www.Caleprocure.ca.gov

d. The State of California, Department of General Services, Procurement Division, Office of Small Business and DVBE Services (OSDS) offers many services that assist contractor/business owners with a variety of information designed to streamline the State contracting process. OSDS also certifies

b. DGS PD 843, DVBE Declaration

DPR 479IW (Rev. 12/2022)(Excel 12/20/2022)(Page 5 of 5)

a. GSPD 05-105, Bidder Declaration

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE)

DVBE Documentation Checklist

1. The State of California acknowledges the service and sacrifice of its disabled veterans, in part, through the “Disabled Veteran Business Enterprise (DVBE) Participation Program.” As mandated bylaw, state agencies have a goal to award at least 3% of their annual contract dollars to certifiedDVBE’s.

2. When a firm bids on a state DPR contract that contains DVBE participation, the firm may benefit from the DVBE Incentive program. We encourage all suppliers to obtain as much DVBE participation as possible.

3. INCOMPLETE DOCUMENTATION (GSPD 05-105 AND DGS PD 843) MUST RESULT IN

DISQUALIFICATION FROM FURTHER PARTICIPATION IN THE SELECTION PROCESS FOR THE

CONTRACT.

4. The following checklist is provided to assist bidders with their DVBE participation documentation:

All DVBE participation is indicated.

The names of each participating DVBE company is listed with the dollar value and applied percentage of the bid.

A copy of the printout from eProcurement system showing the company’s DVBE certification status.

The DVBE participation percentage listed agrees with the dollar value claimed.

A completed and signed DGS PD 843 is included with the bid for every DVBE (whether prime contractor or subcontractor) included.

NATURAL RESOURCES AGENCY OF CALIFORNIA

DEPARTMENT OF PARKS AND RECREATION

La Purisima Mission SHP, Channel Coast District Consultant to Provide Support with Interpretive Media

TABLE OF CONTENTS

Items Number of Pages Small Business Notice (DPR 478) ----------------------------------------------------------------- 3 Disabled Veteran Business Enterprise (DVBE) Notice (DPR 479IW) ---------------------- 5 Table of Contents --------------------------------------------------------------------------------------- 1 Service Invitation for Bids (DPR 940A) ----------------------------------------------------------- 3 Standard Agreement (STD 213) (Sample) -------------------------------------------------------- 22 Small Business Preference (DPR 85) (Sample) ------------------------------------------------- 1 DARFUR Contracting Act Certification (DPR 74) (Sample) ---------------------------------- 1 Bidder’s DVBE Participation (DPR 486) (Sample) ---------------------------------------------- 1 Disabled Veteran Business Enterprise Declarations (DGS PD 843) (Sample) ---------- 1 Contractor’s Actual SB/MB & DVBE Participation (DPR 489) (Sample) ------------------- 1 Payee Data Record (STD 204) (Sample) --------------------------------------------------------- 2 Payee Data Supplement (DPR 88) (Sample) ---------------------------------------------------- 2

Bid Documents Cover and Checklist ------------------------------------------------------------------------------------- 2 Exhibit A, Attachment 1 – Resume(s) of Kep Personnel -------------------------------------- 1 Exhibit B, Attachment 1 – Cost Sheet-------------------------------------------------------------- 2 Small Business Subcontractor Participation Worksheet (DPR 85) ------------------------- 1 DARFUR Contracting Act Certification (DPR 74) ------------------------------------------------ 1 Bidder’s DVBE Participation (DPR 486) ----------------------------------------------------------- 1 Disabled Veteran Business Enterprise Declarations (DGS PD 843) ----------------------- 1 Payee Data Record (STD 204) ---------------------------------------------------------------------- 2 Payee Data Supplement (DPR 88) ----------------------------------------------------------------- 2 CCC-4/2017 Certification ---------------------------------------------------------------------------- 4

C24910002

Date:

Time:

Location:

at

April 15, 2025 or upon DPR approval through April 14, 2027 or two (2) years after DPR approval, whichever is later.

Department of Parks and Recreation

Contact Person:

Phone No.:

E-mail:

DPR 940A (Rev. 9/2023)(Excel 9/13/2023)(Page 1 of 3)

2295 Purisima Road, Lompoc, CA 93436

April 2, 2025

2:00 PM

Channel Coast District Office 911 San Pedro Street Ventura, CA 93001

Channel Coast District

Ventura, CA 93001 911 San Pedro Street suzanne.cortez@parrks.ca.gov

Suzie Cortez 805-648-9934

Provide services of a consultant to provide support with the Interpretive Media at La Purísima Mission State Historic Park Project. Specifically, the contractor will support State Parks with facilitation related to Native American Coordination with appropriate Tribal representatives.

State of California - Natural Resources Agency

DEPARTMENT OF PARKS AND RECREATION

Prospective bidders may examine and obtain specifications and bid forms, or receive assistance with questions regarding this Invitation for Bids by calling, e-mailing or mailing a request to:

1.

At the above time and place the bids will be publicly opened and read for furnishing services, material, or equipment, or to perform all work required to:

complete and ready for use in accordance with plans and specifications and such addenda as may be issued prior to bid opening date.

Additional requirements/information are as follows:

A. The Contractor is qualified to do business in the State of California.

The Contractor must have a minimum of three (3) years of experience providing relevant professional experience in cultural resource management and Tribal Consultation in California (a comparable combination of advanced education and relevant experience will also be considered).

B. MA degree (or higher) in Anthropology or Archaeology.

Proven expertise in environmental policies and regulations (CEQA, NEPA, NHPA/Section 106).

Registered Professional Archaeologist (RPA) credential preferred but not required.

C. The Contractor must be able to engage in open, respectful, ongoing coordination of consultation with appropriate California Native American tribes or groups on the proper management of areas, places, objects or burials associated with their heritage, sacred sites and traditional cultural properties or cultural traditions in the State Park System.

The anticipated performance period of the contract is

Bids shall take into consideration all such conditions as may affect the work. Bidder should carefully examine the entire bid documents and become fully aware of the nature and location of the work, the quantities of work, and conditions to be encountered in performing the work.

2. Bid documents consist of all forms, instructions, notices, specifications, and any addenda thereto, that describe the project or services to be performed and the requirements for bidding. All bidders are responsible to inquire as to addenda issued.

Sealed bids will be accepted by the Department of Parks and Recreation until the following date and time, at the following location.

3. Bids shall be submitted in duplicate a sealed envelope. This envelope shall include the return address of the bidder, be marked "Bid - Do Not Open" and delivered to the place shown above prior to the time and date of the bid opening. It is the responsibility of the bidder to ensure that his/her bid is received in proper time.

Facsimile (Fax) responses will not be considered.

SERVICE CONTRACTS

INVITATION FOR BIDS/INSTRUCTIONS TO BIDDERS

CONTRACT/BID NO.:

4. No bids will be accepted after the date and time set for the bid opening.

5. Prices shown on the Bid Form shall include all applicable taxes and other items of expense incident to the bid price.

6. Any bid may be withdrawn prior to the hour fixed above, provided that the written request for withdrawal is submitted by the bidder or his/her duly authorized representative and filed at, e-mailed to or sent by FAX to the place shown above. An oral or other form of request to withdraw a bid is not acceptable.

7. Bids will be opened and read publicly at the time and place indicated above. Bidders or their authorized agents are invited to be present.

8. Bids may be rejected if they show any alterations to form, additions not called for, conditioned bids, incomplete bids, or irregularities of any kind. Only those bids which cover all the work outlined will be considered. The State reserves the right to reject any or all bids.

9. If the contract is awarded, it will be awarded to the lowest responsible bidder whose bid complies with the prescribed requirements.

10. In the case of a tie bid, the determination of a successful bidder will be made by a coin toss in the presence of all interested bidders, at a time and date set by the originating office.

11. All bids shall remain valid for 30 calendar days after the bid opening date.

12. The basic agreement for contracting with the State, "STD. 213 - Standard Agreement," is included in bid documents in sample form for informational purposes.

13. The contract shall be signed by the successful bidder and returned within five (5) working days after the bidder receives notice that the contract has been awarded.

14. The contract shall be a binding contract upon the State only after approval by the State.

DPR 940A (Rev 9/2023)(Page 2 of 3)

15. Executive Order N-6-22 – Russia 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 unless the contract has been Federalized (i.e. there is federal participation in any phase). 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 Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

A. Upon written request by any bidder who has submitted a bid, the agency must post a notice of the proposed contract award in a place accesible by the general public including any internet site identified in the IFB at least five days prior to awarding the contract.

If contract is not awarded to the low bidder, the low bidder shall be notified by FAX, overnight courier, e-mail, or personal delivery five

(5) working days prior to the award of contract.

Procedure for Protesting an Award

DPR 940A (Rev. 9/2023)(Page 3 of 3)

A copy of the written protest should be sent to:

Department of Parks and Recreation Administrative Services Division Manager, Contract Services Unit

P.O.Box 942896 Sacramento, CA 94296-0001

Protests of award shall be in writing and filed with:

Department of General Services Office of Legal Services

Attention: Protest Coordinator 707 Third Street, 7th Floor

West Sacramento, CA 95605 Email: OLSProtests@dgs.ca.gov

B. Inspection of bids is permitted as follows:

1. After bid opening, all bids shall be available for public inspection.

C. There are time limits in which to file a protest. A protest must be filed with the agency and DGS after notice of intent to award the contract, but before the actual award.

D. Once a protest is filed the contract may not be awarded until the protest is withdrawn or DGS has rendered a decision.

E. After filing a protest, the protestant has five calendar days to file a detailed written statement of the protest grounds if the original protest did not contain the complete grounds for the protest.

2. The term of this Agreement is:

Suzanne Cortez

SAMPLE

SAMPLE

Contractor Name:

Agreement Number: C24910002

EXHIBIT A

SCOPE OF WORK

1. PROJECT SUMMARY

A. The objective of this contract is for the Department of Parks and Recreation (DPR) to secure the services of a consultant to provide support with the Interpretive Media at La Purísima Mission State Historic Park Project. Specifically, the contractor will support State Parks with facilitation related to Native American Coordination with appropriate Tribal representatives. La Purísima Mission State Historic Park is subject to the State Park’s “Reexamining Our Past Initiative,” and as such, requires a qualified cultural resources team to provide ongoing support, including facilitating meetings with Consulting Tribes, responding to data requests, tracking meetings and action items, and documenting Tribal input on the co-creation of interpretive themes and narratives grounded in Indigenous knowledge, stories, and experience. The contractor will provide payment to participating Tribal representatives for their cultural expertise.

B. The services will be performed remotely or at the following location(s):

La Purisima Mission State Historic Park 2295 Purisima Rd.

Lompoc, CA 93436

Allan Hancock College 1 Hancock Dr.

Lompoc, CA 93436

The services shall be provided during normal business hours of 8:00am to 5:00 pm, Monday through Friday, excluding State and Federal holidays.

2. PROJECT REPRESENTATIVES

A. The Contract Administrators during the term of this Agreement will be:

Department of Parks and

Recreation Contractor

Agency | Contractor: Channel Coast District/ La Purisima Mission SHP

Name and Title: Ann Boggess, State Park Interpreter lll Address: 911 San Pedro St.

City, State, Zip: Ventura, CA 93001 Phone Number: 805-588-5396 E-mail Address Ann.boggess@parks.ca.gov

B. The State reserves the right to identify a DPR Designated Representative in the absence of the DPR Contract Administrator.

C. Any changes to the Contractor’s Contract Administrator must be immediately reported in writing no later than 5 business days to the DPR Contract Administrator or DPR Designated Representative.

3. MINIMUM QUALIFICATION REQUIREMENTS

A. The Contractor is qualified to do business in the State of California.

The Contractor must have a minimum of three (3) years of experience providing relevant professional experience in cultural resource management and Tribal Consultation in California (a comparable combination of advanced education and relevant experience will also be considered).

B. MA degree (or higher) in Anthropology or Archaeology.

Proven expertise in environmental policies and regulations (CEQA, NEPA, NHPA/Section 106).

Registered Professional Archaeologist (RPA) credential preferred but not required.

C. The Contractor must be able to engage in open, respectful, ongoing coordination of consultation with appropriate California Native American tribes or groups on the proper management of areas, places, objects or burials associated with their heritage, sacred sites and traditional cultural properties or cultural traditions in the State Park System.

4. PERFORMANCE DETAILS

This is a deliverable based contract and payment will be provided upon delivery and acceptance of the tasks and deliverables outlined below.

SERVICES: Coordinate and Facilitate Tribal Meetings

Meetings will be either in person or virtual depending on the Tribal representative’s preferences. Contractor will provide the following for meetings:

• Coordinate meeting availability dates and times with Tribal representatives and State DPR staff

• Collaborate with DPR staff to create meeting agendas, objectives and speaking roles during meetings.

In-Person Meetings:

• Coordinate monthly in-person meetings of two hours each over 3 years with appropriate Tribal representatives in Lompoc, CA, with Tribal Coordination Contractor and State

DPR staff. Monthly meetings depend on Tribal representatives and DPR staff availability.

• Contractor will schedule and pay for offsite meeting facilities.

• The contractor’s primary role will be to support State Parks as an active listener and to document tribal input and identified action items.

• Contractor will seek approval from Tribal representatives to record meetings. If approved by Tribal representatives’ meetings are to be recorded using a digital voice recorder. If authorized by tribal representatives, the audio recording will be transcribed using speech-to-text software. The meeting transcript will be shared with the meeting attendees and any other approved parties who cannot attend in person. The transcript will be verbatim (assuming adequate audio quality) and will be presented as a line-numbered Word document. Attendees will be able to review the transcript and request redactions of any materials they do not want to appear in the final archived transcript. A recording release form will be given to each attendee to sign upon first meeting attendance. The meeting will not be recorded if any attendee does not agree to sign the release. In this case, the contractor will coordinate with State Parks to compile a summary of the meeting and action items, but this would not represent a complete transcript of the meeting discussion.

Results:

• Recording Release Form completed and signed

• Verbatim Transcripts of all meetings (or Meeting and Action Items Summary for any unrecorded meetings)

• Summary of identified action items

Virtual Meetings:

Contractor will coordinate any optional virtual meetings in lieu of in person meetings and depending on preference of Tribal representatives. Meetings will be up to two hours each with State Parks, Tribal representatives, and the contractor.

This task includes the coordination of virtual meetings with State Parks, Tribal representatives, and the contractor. The contractor will attend the virtual meeting and coordinate with State Parks to confirm the objectives and speaking roles for the meeting. The contractor’s primary role at will be to support State Parks as an active listener and to document tribal input and identified action items. All virtual meetings are to be recorded, and the closed caption function be active during these calls. This information will then be shared with the meeting attendees and anyone who cannot attend in person. If all attendees do not agree that the meeting should be recorded, the contractor will coordinate with State Parks to compile a summary of the meeting and action items, but this will not represent a complete record of the content of the meeting.

Results:

Recording of Meeting and/or Meeting Notes.

5. CONTRACTOR’S RESPONSIBILITIES

A. Provide a Project Manager or Project Lead who will manage the Contractor’s project tasks, schedules, and resources.

B. Conduct monthly status report meetings that shall include, but are not limited to, project status, activities performed during the reporting period, a summary of any outcomes and findings per activity; deliverable status, project issues and risks, and a summary of identified next steps or future actions needed.

C. Provide written quarterly status reports to the DPR Project Manager with billing statement to include Tribal representative payments.

D. Complete all tasks and deliverables in accordance with this Scope of Work (SOW).

E. Immediate notification to DPR, in writing, of any changes in the personnel assigned to the tasks. If a Contractor’s employee is unable to perform due to illness, resignation, or other factors beyond the Contractor’s control, the Contractor shall make every reasonable effort to provide suitable substitute personnel. The substitute personnel shall have equal or better qualifications, meet all requirements, and must be approved by the DPR Project Manager or Project Lead in advance of performing any work under this Agreement.

F. Provide materials and any tools necessary to perform the tasks/services described in this

SOW.

G. Communicate with the DPR Project Manager or Project Lead in a timely manner to complete tasks outlined in this SOW.

6. DPR RESPONSIBILITIES

A. Provide knowledgeable DPR staff that will be available in a timely manner to respond to questions and work products.

B. Provide the Contractor access to project-related information and the DPR facilities, as needed.

C. Provide feedback on the Contractor’s performance.

D. Schedule meetings and conference calls.

E. Approve/reject invoices.

F. DPR will prepare and complete post evaluations on form STD 4 Contractor Evaluation form for all completed consulting services contracts of $5,000 or more, within 60 days after completion of the contract. When a negative finding is made, the Contractor Evaluation form shall be forwarded to Department of General Services (DGS)/Office of Legal Services (OLS) within five (5) days of completion of the evaluation.

7. DELIVERABLES AND TIMELINE

Task # Deliverable Due Date

Approved project framework and work plan detailing deliverables, timelines, meeting schedules and outreach, and overall project completion.

Within 30 days of contract term begin date

Specify the outcome of the deliverable from Section 4 Performance Details

Ongoing throughout term of contract

Coordinate meeting availability dates, times, and locations with Tribal representatives and DPR Staff.

Monthly to begin within 15 days of date.

Collaborate with DPR staff to create meeting agendas and speaking roles.

Monthly within 1 week prior to meeting date for each meeting coordinated throughout term of contract.

Contractor will schedule and pay for offsite meeting facilities and provide DPR with receipt of payments.

Secure site as needed within 40 days of contract term begin date.

Coordinate up to 36 meetings of two (2) hours each over three (3) years with appropriate Tribal representatives, Tribal Coordination Contractor and DPR staff.

Within 40 days of

Contractor will seek approval of in person meetings to be recorded. If approved by Tribal members, meetings are to be recorded using a digital voice recorder. If authorized by tribal representatives, the audio recording will be transcribed using speech-to-text software.

Per all in person meetings.

Contractor will share meeting transcripts with the meeting attendees and any other approved parties who could not attend in person. The transcript will be verbatim (assuming adequate audio quality) and will be presented as a line-numbered Word document. Attendees will be able to review the transcript and request redactions of any materials they do not want to appear in the final archived transcript. A recording release form will be given to each attendee to sign upon first meeting attendance. The meeting will not be recorded if any attendee does not agree to sign the release. In this case, the contractor will coordinate with DPR to compile a summary of the meeting and action items, but this would not represent a complete transcript of the meeting discussion.

Transcripts will be distributed within 1 week after

Contractor will coordinate any optional virtual meetings depending on preference of Tribal representatives approximately two (2) hours each with DPR, Tribal representatives, and the contractor. The contractor will attend the virtual meeting and coordinate with State Parks to confirm the objectives and speaking roles for the meeting. The contractor’s primary role at will be to support State Parks as an active listener and to document tribal input and identified action items. All virtual meetings are to be recorded, and the closed caption function be active during these calls. This information will then be shared with the meeting attendees and anyone who could not attend in person. If all attendees do not

Meeting recording and / or meeting notes due within one (1) week of each meeting.

agree that the meeting should be recorded, the contractor will coordinate with State Parks to compile a summary of the meeting and action items, but this will not represent a complete record of the content of the meeting.

Contractor will facilitate meetings with Tribal representatives to establish interpretive media theme and narrative to facilitate signage, exhibits, and virtual tour projects.

Within first 8 months of

Contractor will facilitate collaboration meetings with Tribal representatives to develop themes and narrative to connect panels and signage.

Within the first 12 months of

Contractor will facilitate meetings to collaborate with Chumash to list, gather and produce videos, photos, artwork, and props needed for projects.

Within 3 months of confirmation of theme and narrative for media projects in task #11

Contractor will coordinate meeting to review final draft of signage plan with Tribal representatives and DPR staff and provide final changes as needed.

Within 3 months of list completion of task #12

Contractor will conduct monthly status report meetings that shall include, but are not limited to, project status, activities performed during the reporting period, a summary of any outcomes and findings per activity; deliverable status, project issues and risks, and a summary of identified next steps or future actions needed.

Provide written quarterly status reports to the DPR Project Manager.

Contractor will provide a Project Manager or Project Lead who will manage the Contractor’s project tasks, schedules, and resources.

On contract term begin date.

Contractor will provide immediate notification to DPR, in writing, of any changes in the personnel assigned to the tasks. If a Contractor’s employee is unable to perform due to illness, resignation, or other factors beyond the Contractor’s control, the Contractor shall make every reasonable effort to provide suitable substitute personnel. The substitute personnel shall have equal or better qualifications, meet all requirements, and must be approved by the DPR Project Manager or Project Lead in advance of performing any work under this Agreement.

Immediately upon any changes in Contractor’s personnel assigned to the tasks.

Beginning on

Communicate with the DPR Project Manager or Project Lead in a timely manner to complete tasks outlined in this SOW.

Beginning on

Provide materials and any tools necessary to perform the tasks/services described in this SOW.

Beginning on

Complete all tasks and deliverables in accordance with this Scope of Work (SOW).

By completion of project.

9. ACCEPTANCE CRITERIA

A. Upon completion of each deliverable, the Contractor’s Project Manager and the DPR

Project Manager or assigned Project Lead will schedule the review and approval of the deliverable.

B. If a deliverable is not accepted, the DPR Project Manager shall provide rejection rationale within 10 days of deliverable review.

C. The Contractor understands that any DPR-requested revisions to any work products shall be incorporated by the Contractor within seven calendar days from the date in which the State provided its feedback unless a different timeframe is required and specified by DPR.

D. Upon approval of a deliverable, the Contractor may submit an invoice. The invoice will be signed by the DPR Project Manager or designee to confirm acceptance before invoices can be processed for payment.

EXHIBIT A, ATTACHMENT 1

RESUME(S) OF KEY PERSONNEL

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

1. INVOICING AND PAYMENT

A. For services satisfactorily rendered, and upon receipt and approval of the invoices, the State agrees to compensate the Contractor in accordance with the rates specified in Exhibit B, Attachment 1, Cost Sheet, which is attached hereto and made part of this agreement.

B. Invoices shall include the Agreement number and shall be submitted not more frequently than monthly in arrears to:

Attn: Accounting

911 San Pedro Street Ventura, CA 93001

Should an invoice be disputed, Contractor will correct any/all disputed items on the invoice and resubmit the invoice as indicated above. Failure to provide and resubmit corrected invoice will result in a delay of payment.

2. BUDGET CONTINGENCY CLAUSE

A. It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered under this Agreement does not appropriate sufficient funds for the program, this Agreement shall be of no force and effect. In this event, the State shall have no liability to pay any funds whatsoever to Contractor or to furnish any other considerations under this Agreement and Contractor shall not be obligated to perform any provisions of this Agreement.

B. If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, the State shall have the option to either cancel this Agreement with no liability occurring to the State or offer an agreement amendment to Contractor to reflect the reduced amount.

3. PROMPT PAYMENT CLAUSE

A. Payment will be made in accordance with, and within the time specified in, Government Code Chapter 4.5, commencing with section 927.

4. TIMELY SUBMISSION OF FINAL INVOICE

A. A final undisputed invoice shall be submitted for payment no more than ninety

(90) calendar days…