CDTFA_IFB_SoCal_CDTFA_Move_Survey_Contract_(Final).pdf

STATE OF CALIFORNIA

CALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATION

ACQUISITIONS MANAGEMENT SECTION

651 BANNON STREET, SUITE 100, SACRAMENTO, CA 95811

PO BOX 942879, SACRAMENTO, CA 94279-0024

1-916-309-5421 www.cdtfa.ca.gov

NO. 2024-4030

INVITATION FOR BID

MOVING SERVICES

NOTICE TO PROSPECTIVE BIDDERS

Date: June 18, 2024

The California Department of Tax and Fee Administration (CDTFA) is releasing Invitation for Bid (IFB) NO. 2024-4030 entitled Southern California Move/Survey for CDTFA.

Bidders are advised to check the Cal eProcure website for addendums, modifications, and updates to the bid documents. CDTFA is not responsible for failure of the prospective bidder to check for any bid document updates, changes, or answers to questions posted on Cal eProcure. Failure to periodically check the website will be at the bidder's sole risk.

In submitting your bid, you must comply with the instructions found herein. Be advised, your bid response will become public record once the Contract becomes final. The CDTFA will provide access to all records upon request unless the law provides an exemption from mandatory disclosure, or a court order is provided.

In the opinion of the CDFTA, this IFB package is complete and without need of explanation. The contact person for this IFB is:

Acquisitions Analyst:

Karen Simmons

California Department of Tax and Fee Administration Acquisitions Management Section (AMS)

651 Bannon Street, Suite 100, MIC:24 Sacramento, CA 95811

Telephone: (916) 309-5421 Email: ADMIN-AMSContracts@cdtfa.ca.gov

Please note that no verbal information given will be binding upon the State unless such information is issued in writing as an official addendum. CDTFA reserves the right to reject any and all of the bidders’ final responses.

The electronic documentation sent via this email transmission shall not be altered in any manner.

The State’s copy of the electronic documentation developed for this IFB, is for the purposes of issuing a binding contract and shall be considered the ORIGINAL.

Karen Simmons Acquisitions Analyst

GAVIN NEWSOM

Governor

AMY TONG

Secretary, Government Operations Agency

NICOLAS MADUROS

Director http://www.cdtfa.ca.gov/ mailto:ADMIN-AMSContracts@cdtfa.ca.gov

CDTFA IFB NO. 2024-4030

January 2023 (Rev.)

TABLE OF CONTENTS

BIDDER REQUIREMENTS AND INFORMATION SECTION

1. Purpose and Description of Services

2. Bidder’s Minimum Qualifications

3. Executive Order N-6-22 – Russia Sanctions

4. Health and Safety

5. Prohibition on Tax Delinquents

6. Schedule of Events

7. Written Questions

8. Submission of Bids

9. Disposition of Bids

10. Evaluation and Selection

11. Notice of Intent to Award Contract

12. Protest

13. Notice of Contract Award

14. Standard Conditions of Service

15. Required Documents (Awarded Contractor)

16. Socio-Economic and Preference Programs

17. Americans with Disabilities Act (ADA)

REQUIRED BID DOCUMENTS CHECKLIST

1. Exhibit B-1 Rate Sheet - (Attachment 1)

2. Bid/Bidder Certification Sheet - (Attachment 2)

3. Payee Data Record (Std. 204) which can be accessed on the DGS/PD website, linked here: STD 204 - Payee Data Record (ca.gov)

4. Bidder Declaration/Written Version GSPD-05-105 (written), which can be accessed on the DGS/PD website, linked here: Bidder Declaration - Written GS PD-05-105 (ca.gov).

5. Disabled Veteran Business Enterprise (DVBE) Declaration (DGS PD Std. 843) which can be accessed on the DGS/PD website, linked here: DVBE Declaration DGS PD Std 843 (ca.gov)

6. Darfur Contracting Act, DGS PD 1, which can be accessed on the DGS/PD website, linked here:

Darfur Contracting Act Certification DGS PD 1 (ca.gov)

7. California Civil Rights Laws (DGS OLS 04) which can be found on the DGS/PD website linked here:

CALIFORNIA CIVIL RIGHTS LAWS (ca.gov)

8. Commercially Useful Function (CUF) Compliance Form More detail information regarding CUF is located online on the DGS/PD website linked here: Commercially Useful Function for Certified Firms (ca.gov)

SAMPLE STD. 213 STANDARD AGREEMENT FORM (ATTACHMENT 3)

EXHIBIT A – Statement of Work EXHIBIT A - Attachment 1 - Locations EXHIBIT B – Budget Detail and Payment Provisions EXHIBIT B-1 – Rate Sheet EXHIBIT C – General Terms and Conditions EXHIBIT D – Special Terms and Conditions EXHIBIT E - Additional Provision https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf https://www.dgs.ca.gov/SearchResult?search=California%20Civil%20Rights%20Law&divisionid= https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/Commercially-Useful-Function-for-Certified-Firms?search=Commercial%20Useful%20Function https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/Commercially-Useful-Function-for-Certified-Firms?search=Commercial%20Useful%20Function

BIDDER REQUIREMENTS AND INFORMATION

1. PURPOSE AND DESCRIPTION OF SERVICES

The purpose of this solicitation is to provide, moving services, surplus/survey removal, transport, and recycling services at all the California Department of Tax and Fee Administration (CDTFA) field offices in Southern California region on an as needed basis.

Proposed Term: July 15, 2024 or upon DGS approval through June 30, 2026. This Agreement may be amended to extend the term for one additional year and/or add/remove office locations, if it is determined to be in the best interest of CDTFA. Upon signing the amendment, Contractor hereby agrees to provide services for the extended period at the rates specified in the original Agreement. See Exhibit A, Statement of Work, for a complete description of services.

2. BIDDER’S MINIMUM QUALIFICTIONS

The bidder must provide a detailed response in their Bid package, outlining information as to how the bidder meets each of the minimum qualifications listed below. The bidder must provide their detailed response in a cover letter detailing their experiences and how they meet the minimum qualifications as detailed in Item #2. Bidder’s Minimum Qualifications. Bids that do not meet the minimum qualifications may be determined non-responsive and ineligible for award.

A. Bidder must have at least three (3) years of experience with moving services.

B. Bidder must have at least one (1) year experience configuring modular systems furniture (i.e., All Steel, Haworth, and Prison Industry Authority {PIA}).

C. Bidder must have experience in relocating a large organization over a designated timeframe from multiple sites.

E. Bidder must provide insurance and endorsements as described in the Draft Standard Agreement, Exhibit E, Additional Provisions, if selected for award.

F. Disabled Veteran Business Enterprises (DVBE) and/or Certified Small Business (SB) participation is strongly encouraged for this IFB.

G. Subcontracts/Subcontractors If subcontractors are to be used, the bidder must include the description of each person or firm and the work to be done by each subcontractor in Bidder Declaration linked here:

Bidder Declaration - Written GS PD-05-105 (ca.gov). Subcontractors and their qualifications, if any, must be identified.

3. 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. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf https://www.gov.ca.gov/wp-content/uploads/2022/03/3.4.22-Russia-Ukraine-Executive-Order.pdf

4. HEALTH AND SAFETY

Contractors are required to, at their own expense, comply with all applicable health and safety laws and regulations. Upon notice, Contractors are also required to comply with the state agency’s specific health and safety requirements and policies. Contractors agree to include in any subcontract related to performance of this Agreement, a requirement that the subcontractor comply with all applicable health and safety laws and regulations, and upon notice, the state agency’s specific health and safety requirements and policies.

5. PROHIBITION ON TAX DELINQUENTS

Persons or companies identified as the largest tax delinquents by the Franchise Tax Board (FTB) or the (CDTFA) under authority of Sections 7063 or 19195 of the Revenue and Taxation Code, shall be disqualified from the bidding process.

Pursuant to PCC §10295.4, contracts are void and unenforceable if a Contractor is included on tax delinquency lists. (a) Notwithstanding any other law, a state agency shall not enter into any contract for the acquisition of goods or services with a contractor whose name appears on either list of the 500 largest tax delinquencies pursuant to Section 7063 or 19195 of the Revenue and Taxation Code. Any contract entered into in violation of this subdivision is void and unenforceable.

6. SCHEDULE OF EVENTS

Event Date Time

IFB available to prospective Bidders Tuesday, June 18, 2024 5:00 pm (PST)

Written questions regarding IFB are due by (Note: See additional info in Section 11.) Thursday, June 20, 2024 4:00 pm (PST)

Written responses to IFB questions released by Tuesday, June 25, 2024 4:00 pm (PDT)

Final date for bid submission and bid opening (Note:

See additional info in Section 12.) Tuesday, July 2, 2024 12:00 pm (PDT)

Bid Opening/Evaluation Wednesday, July 3, 2024 N/A

Notification of Intent to Award Wednesday, July 3, 2024 4:00 pm (PDT)

Proposed start date of contract July 15, 2024 or upon DGS approval N/A

7. WRITTEN QUESTIONS

Submit all written questions via electronic mail (email) to the contact email indicated on the cover page of this IFB package no later than the date and time specified in Section 6. Schedule of Events. Written responses to IFB questions will be released by the date and time specified in Section 6., Schedule of Events and viewable in the online project advertisement in Cal eProcure at: www.caleprocure.ca.gov.

Note: A summary of questions and answers shall be publicly posted on Cal eProcure in accordance to Section 6., Schedule of Events for Written Reponses to IFB Questions released by Tuesday, June 25, 2024.

http://www.caleprocure.ca.gov./

8. SUBMISSION OF BIDS

A. Bids must be submitted via email, no later than the date and time specified in Section 6, Schedule of Events.

Bids submitted via email must be sent to the CDTFA AMS’ email inbox at:

ADMIN-AMSContracts@cdtfa.ca.gov.

B. The email must contain the following in the subject line:

1) BIDDER’S/COMPANY’S NAME

2) BID PROPOSAL must be labeled IFB #2024-4030

3) In the body of the email, provide a short sentence to identify the service requested, the IFB number, and send “cc” ATTN: Karen Simmons at karen.simmons@cdtfa.ca.gov.

C. Bids must be received by the CDTFA no later than the date and time specified in Section 6. Schedule of Events. Any bid received after the specified due date and time will not be accepted and shall remain unopened and shall be returned to the bidder as a rejected bid. It is CDTFA’s policy to make every effort to ensure that all bids have been received and properly time stamped and certified; however, bidders are ultimately responsible for ensuring timely receipt of their bid. Bidders may verify receipt of their bid by contacting the person identified in the cover letter of this IFB prior to the Bid Opening.

D. Bids shall include all required bid documents identified in the Required Bid Documents Checklist. Only submit the required bid documents with your bid, not the entire IFB package. Bids not including the required bid documents shall be deemed non-responsive. A non-responsive bid is one that does not meet the basic bid requirements. Additionally, bid documents mailed or personal delivery shall be stapled and placed in a secure envelop; bid documents DO Not need to be placed in a binder or folder for submission.

E. All required bid documents submitted by mail or personal delivery must be printed single-sided. Bids that include required bid documents that are printed double-sided shall be deemed non-responsive.

F. All documents requiring a signature must bear an original signature of a person authorized to bind the bidding firm.

G. Bids must be submitted for the performance of all the services described herein. Any deviation from the work specifications shall not be considered and shall cause a bid to be rejected.

H. Costs for developing bids in anticipation of award of the contract are entirely the responsibility of the bidder and shall not be charged to the CDTFA.

I. An individual who is authorized to bind the bidding firm contractually shall sign the Bid/Bidder Certification Sheet (Attachment 2). The signature must indicate the title or position that the individual holds in the firm. An unsigned bid may be rejected.

J. A bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the bid submission deadline. Bidder modifications offered in any other manner, oral or written, shall not be considered.

K. A bidder may withdraw their bid by submitting a written withdrawal request to the CDTFA, signed by the bidder or an authorized agent. A bidder may thereafter submit a new bid prior to the bid submission deadline. Bids may not be withdrawn without cause subsequent to bid submission deadline.

L. The CDTFA may modify this IFB prior to the date fixed for submission of bids by the issuance of an addendum to all parties who received a bid package.

mailto:karen.simmons@cdtfa.ca.gov

M. Bidders are cautioned to not rely on the CDTFA during the evaluation to discover and report to the bidder any defects and errors in the submitted documents. Bidders, before submitting their documents, should carefully proof them for errors and adherence to the IFB requirements.

N. Where applicable, bidders should carefully examine work sites and specifications. Bidders shall investigate conditions, character, and quality of surface or subsurface materials or obstacles that might be encountered. No additions or increases to the contract amount shall be made due to a lack of careful examination of work sites and specifications.

O. Bidders should be aware that marking a document "confidential" or "proprietary" in a bid may exclude a bid from consideration for award and will not keep that document from being released after notice of award as part of the public record unless a court has ordered the CDTFA not to release the document.

Any disclosure of confidential information provided by a bidder is a basis for rejecting the bidder’s bid and ruling the bidder ineligible to further participate.

9. DISPOSITION OF BIDS

A. All documents submitted in response to this IFB shall become the property of the State of California and shall be regarded as public records under the California Public Records Act (Government Code Section 6250 et seq.). However, the contents of all proposals, draft bids, correspondence, agenda, memoranda, working papers, or any other medium which discloses any aspect of a bidder's bid, shall be held in the strictest confidence until notice of award is released. The content of all working papers and discussions relating to a bid shall be held in confidence indefinitely, unless the public's interest is best served by an item’s disclosure because of its direct pertinence to a decision, agreement, or evaluation of a bid. Bid packages may be returned only at the bidder's expense unless such expense is waived by the CDTFA.

10. EVALUATION AND SELECTION

A. Each bid shall be checked for the presence or absence of required information in conformance with the submission requirements of this IFB.

B. The CDTFA shall put each bid through a process of evaluation to determine its responsiveness to the CDTFA's needs.

C. A bidder may be deemed not responsible, and their bid may be rejected if they have previously been terminated for cause/breach for the same or similar services at the location designated in this IFB.

D. All bids may be rejected whenever the CDTFA determines that the cost is not reasonable or otherwise in the best interest of the CDTFA. There is no requirement to award a contract if, in the opinion of the CDTFA, no bids were received containing a reasonable contract price or if there is another business-based reason not to make an award.

E. Bids that contain false or misleading statements, or which provide references that do not support an attribute or condition claimed by the bidder, may be rejected. If, in the opinion of the CDTFA, such information was intended to mislead the CDTFA in its evaluation of the bid, and the attribute, condition, or capability is a requirement of this IFB, it shall be the basis for rejection of the bid.

F. A bid may be rejected if it is conditional or incomplete. The CDTFA may reject any or all bids and may waive any immaterial deviation in a bid. The CDTFA's waiver of immaterial defect shall in no way modify the IFB document or excuse the bidder from full compliance with all requirements if awarded the contract.

G. State’s General Terms and Conditions (GTC) for Non-IT Services are not negotiable. The GTC may be viewed on the internet at: General Terms and Conditions (GTC 04/2017).

https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language?search=Exhibit%20C%20General%20Terms%20and%20Conditions

H. The final selection shall be made based on the lowest responsible responsive bid. In the event there is tie, each of the tied bidders shall be contacted by the contact person indicated on the cover page of this IFB regarding a date and time for a flip of a coin. The bidder whose bid was received first shall make the call. Bidders or their authorized representative(s) are allowed to be present for the flip of the coin.

11. NOTICE OF INTENT TO AWARD CONTRACT

Upon written request by any bidder via email, or regular mail, or personal delivery prior to award of the contract, the CDTFA shall email and post in Cal eProcure, a written notice of intent to award contract no less than five (5) CDTFA business days prior to awarding the contract. All written requests must be submitted to and received by the contact person indicated on the cover page of this IFB prior to award of the contract.

12. PROTEST

A. If any bidder, prior to the award of the contract, files an initial protest with the CDTFA and the Department of General Services (DGS) on the grounds that the protesting bidder is the lowest responsive responsible bidder, the contract shall not be awarded until either the protest has been withdrawn or the Department of General Services has decided the matter.

B. Within five (5) calendar days after filing an initial protest with the CDTFA and DGS, the protesting bidder shall file a full and complete written statement with the CDTFA and DGS specifying the grounds for the protest, including: the IFB number, the name of the State agency involved, and the agency contract person. Protestants should also include their fax number if they have one.

C. A written protest must be sent by regular mail, emailed, courier, or personal delivery to both of the following:

Department of General Services Office of Legal Services Attn: Protest Coordinator 707 3 rd Street 7th Floor West Sacramento, CA 95605 email:

OLSProtests@dgs.ca.gov

California Department of Tax and Fee Administration

Contracts Unit Attn: Karen Simmons 651 Bannon St., Ste. 100, MIC 24 Sacramento, CA 95811 email: ADMIN-AMSContracts@cdtfa.ca.gov

13. NOTICE OF CONTRACT AWARD

The CDTFA shall email, or mail bidding contractors a written notice of contract award.

14. STANDARD CONDITIONS OF SERVICE

A. Following the release of the written notice of contract award, the CDTFA shall email, fax, or mail the awarded contractor a prepared contract for signature that includes a cover letter instructing the awarded contractor on how to proceed. The cover letter may request that additional information and/or required documents be provided by the awarded contractor before the contract can be fully executed.

B. Services shall be available on the expressed date set by the CDTFA after all approvals have been obtained and the contract is fully executed.

C. All performance under the contract shall be completed on or before the termination date of the contract.

D. No oral understanding or agreement shall be binding on either party.

mailto:OLSProtests@dgs.ca.gov

15. REQUIRED DOCUMENTS (AWARDED CONTRACTOR)

A. Prior to approval of the contract, the awarded contractor shall provide to CDTFA the following required documents within ten (10) calendar days. If the awarded contractor fails to provide the CDTFA with all of the following required documents within the above specified number of calendar days, the CDTFA may deem the awarded contractor as non-responsive and may rescind the contract award:

1) California Civil Rights Law Certification (Per Public Contract Code 2010)

The awarded Contractor shall sign and submit to the CDTFA, California Civil Rights Law

Certification if the total Contract amount exceeds $100,000.00. The form can be found on the DGS/PD website, linked here: California Civil Rights Laws (ca.gov)

2) Iran Contracting Act Certification

The awarded Contractor shall sign and submit to the CDTFA, Iran Contracting Act if the total Contract amount exceeds $1,000,000.00. The form can be found on the DGS/PD website, linked here: Iran Contracting Act Verification Form (ca.gov).

16. SOCIO-ECONOMIC AND PREFERENCE PROGRAMS BID PREFERENCE(S)

A. Small Business/Micro Business (SB/MB) Enterprise Preference Program

1) A five percent (5%) preference will be granted to Bidders certified as “Small Business” or “Microbusiness” in accordance with California Code of Regulations, Title 2, § 1896 et. seq. A business that is not certified as a SB/MB may receive a preference of 5% if that business commits to subcontract at least 25% of its net bid price with one or more SB or MB. The value of the SB/MB preference cannot exceed $50,000.00 when a contract award is based upon award to the lowest bid.

2) Submit a copy of your OSDS certification email confirmation with the Bid Form.

Note: Firms can apply for SB/MB and or DVBE certification on the OSDS website linked here:

Application for Certification as a SB/MB and/or DVBE (ca.gov)

B. DVBE PARTICIPATION

1) The DVBE Participation Program for state contracts is established in Public Contract Code, § 10115 et seq., Military and Veterans Code (MVC), § 999 et seq., and California Code of Regulations, Title 2, § 1896.60 et seq. Military and Veterans code Section 999.2 establishes a contract participation goal of at least three percent (3%) for DVBE. This goal applies to a state agency’s overall contracting program. For the purpose of this solicitation, the DVBE program requirements are waived. The DVBE Incentive does not alter this requirement.

2) A DVBE Incentive will be granted to bidders achieving DVBE Participation of one percent (1%) or more of their Bid total, in accordance with Military and Veterans Code, § 999.5(a) and (d), and California Code of Regulations §1896.98 et seq.

3) The DVBE Incentive will be applied during the Bid evaluation process and will only be applied to responsive Bids. Any Small Business Preference will be calculated prior to the DVBE Incentive calculation.

4) Each Bidder’s DVBE Incentive percentage will be computed and subtracted from the lowest responsive Bid amount. Calculations to determine adjusted Bid price are for consideration only and the Contract will be awarded for the Bidder’s actual Bid amount.

https://www.dgs.ca.gov/SearchResult?search=California%20Civil%20Rights%20Law&divisionid= https://www.dgs.ca.gov/SearchResult?search=Iran%20Contracting%20Certification&topicCategoryFilters=&divisionid=&audienceCategoryFilters=&contenttype=&sort=relevance&eventCategoryFilters=&resourceCategoryFilters=&serviceCategoryFilters=&activeFilters=&page=1 https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise

5) Bidders who have been certified by California as a DVBE should submit a completed form(s)

DVBE DGS PD. 843. All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form(s). Should the form not be included with the solicitation, contact the State contracting official or obtain a copy online from OSDS website at: Disabled Veterans Business Enterprise Declarations (ca.gov)

6) The completed form must be included with the quotation/Bid response.

17. AMERICANS WITH DISABILITIES ACT (ADA)

The Contractor certifies it complies with the Americans with Disabilities Act of 1990 (42 U.S.C. section

12101, et seq.).

https://www.dgs.ca.gov/PD/Search-Results?search=DVBE%20843&divisionid=7bce8ca3ed8a4aedbdeaf52f5e77df36&activeFilters=division-or-office-facets https://www.dgs.ca.gov/PD/Search-Results?search=DVBE%20843&divisionid=7bce8ca3ed8a4aedbdeaf52f5e77df36&activeFilters=division-or-office-facets

ATTACHMENT 1

EXHIBIT B-1 RATE SHEET

Your bid may be deemed non-responsive by the CDTFA if you fail to complete, sign, and submit this document with your bid. The rates for these services shall be as listed below. The rates shall be all inclusive, to include all Bidder’s costs, labor, materials, tools, equipment, licenses, delivery costs and all other services necessary to perform the services in accordance with the attached Exhibit A Statement of Work included herein. The CDTFA does not guarantee a minimum or maximum use of this Agreement. Contractor agrees to furnish all labor, materials and equipment, to perform all work required for the above-titled services in accordance with the Statement of Work and in accordance with prevailing wage rates, as applicable, by the Department of Industrial Relations which can be obtained on the internet at www.dir.ca.gov.

The rates, set forth below shall remain in force for the stated term of the Agreement and shall include the cost of insurance, State sales tax and every other item of expense, direct or indirect, incidental to the Total Bid Price.

Contract Term: July 15, 2024 or upon DGS approval, whichever is later through June 30, 2026.

The costs to be authorized on invoices shall be limited to the following:

Year 1: Term: July 15, 2024 through June 30, 2025

TOTAL PRICE FOR YEAR 1: $____________________

Year 2: Term: July 1, 2025 through June 30, 2026

Truck Size Truck Dimensions

(Give capacity of Track)

Fill Service Environmental - Landfill/Disposal

Fee

Logistical Fee 16% of Fill

Service Fee

Total Cost

100% Full Truck

1536 Cubes

75%

1152 Cubes

50% Full Truck 768 Cubes

25%

375 Cubes

TOTAL PRICE FOR YEAR 2: $____________________

TOTAL CONTRACT AMOUNT FOR YEAR 1 AND YEAR 2: $_________

Note: For moves in excess of 100 miles, Contractor shall use Max 4 Tariff Rates for this performance in accordance with: https://www.bhgs.dca.ca.gov/forms_pubs/maxtarrif4.pdf

Truck Size Truck Dimensions (Give capacity of

Track)

Fill Service Environmental - Landfill/Disposal

Fee

Logistical Fee 16% of Fill

Service Fee

Total Cost http://www.dir.ca.gov/ https://www.bhgs.dca.ca.gov/forms_pubs/maxtarrif4.pdf

EXHIBIT B-1 RATE SHEET

(Optional) Year 3: Term: July 1, 2026 through June 30, 2027

Truck Size Truck Dimensions

(Give capacity of Track)

Fill Service Environmental - Landfill/Disposal

Fee

Logistical Fee 16% of Fill

Service Fee

Total Cost

TOTAL PRICE FOR YEAR 3: $____________________

Note: For moves in excess of 100 miles, Contractor shall use Max 4 Tariff Rates for this performance in accordance with: https://www.bhgs.dca.ca.gov/forms_pubs/maxtarrif4.pdf

By signing below Contractor swears under penalty of perjury that the quote is complete, true, and correct and that the Contractor has read and understands all documents contained herein:

Bidder/Company Name (Printed):

Authorized By (Signature):

Name and Title of Person Signing (Printed):

Date Executed:

County:

State:

ATTACHMENT 2

BID/BIDDER CERTIFICATION SHEET

Your bid may be deemed non-responsive by the CDTFA if you fail to complete, sign, and submit this document with your bid.

A. Our bid is submitted as detailed in Attachment 1, Rate Sheet.

B. All required bid documents are included with our bid.

C. The signature affixed hereon and dated certifies compliance with all the requirements of this bid document. The signature below authorizes the verification of this certification.

BIDDER INFORMATION

1. BIDDER’S LEGAL BUSINESS NAME:

2. ADDRESS, CITY, STATE, ZIP CODE:

3. TELEPHONE NUMBER: 4. FAX NUMBER: 5. EMAIL ADDRESS:

ORGANIZATION TYPE

6. SOLE PROPRIETORSHIP/SINGLE MEMBER LLC. 7. PARTNERSHIP 8. CORPORATION

9. FEDERAL EMPLOYER ID NUMBER (FEIN): 10. CALIFORNIA CORPORATION NUMBER (If Applicable):

LICENSES AND/OR CERTIFICATIONS (If Applicable)

11. CONTRACTORS’ LICENSE NUMBER: 12. PUC LICENSE NUMBER CAL-T: 13. ADDITIONAL REQUIRED LICENSES/CERTS:

14. Is this company certified by the Department of General Services, Office of Small Business and Disabled Veteran Business Enterprises Services (OSDS) as any of the following:

A. SMALL BUSINESS ENTERPRISE? ( YES* NO) → *If “YES”, enter certification number:

B. DISABLED VETERAN BUSINESS ENTERPRISE? ( YES* NO) → *If “YES”, enter certification number:

C. If an application for certification is pending, what date was the application submitted to the OSDS? →

*Provide proof of your certification via a printout from the DGS/OSDS Cal eProcure website if either A or B above is checked “YES”.

BIDDER’S AUTHORIZED REPRESENTATIVE

15. NAME (Print): 16. TITLE:

17. SIGNATURE: 18. DATE:

ATTACHMENT 2

BID/BIDDER CERTIFICATION SHEET

ATTACHMENT 3

COMPLETION INSTRUCTIONS FOR BID/BIDDER CERTIFICATION SHEET

Complete the numbered items on the Bid/Bidder Certification Sheet by following the instructions below.

Item Numbers Instructions

1, 2, 3, 4, 5 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. 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. 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.

9 Enter your Federal Employer Identification Number (FEIN)

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.

11 Complete if your firm holds a California contractor’s license. This information will used to verify possession of a contractor’s license for public works agreements.

12 Complete if your firm holds a PUC license. This information will be used to verify possession of a PUC license for public works agreements.

13 Complete, if applicable, by indicating the type of additional licenses and/or certifications that your firm possesses that are required for the type of services being procured.

If certified as a Small Business Enterprise, place a check in the "Yes" checkbox next to “A”, and enter your certification number. If certified as a Disabled Veteran Business Enterprise, place a check in the "Yes" checkbox next to “B” and enter your certification number. If you are not certified as either a Small Business Enterprise or Disabled Veteran Business Enterprise, place a check in the "No" checkbox next to both “A” and “B”. If your certification is pending, enter the date your application was submitted to the Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS).

15, 16, 17, 18 Must be completed. These items are self-explanatory.

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EXHIBIT A

STATEMENT OF WORK

ATTACHMENT 3

SAMPLE

DO NOT COMPLETE OR SUBMIT WITH YOUR BID!

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1. PURPOSE

A. (Successful Bidder) hereinafter referred to as the “Contractor” agrees to provide to the California Department of Tax and Fee Administration hereinafter referred to as the “CDTFA” or the “State”, moving services, surplus/survey removal, transport, and recycling services for Southern California field offices on an as needed basis as described herein.

B. The services shall be performed at all the CDTFA field offices in Southern California from Bakersfield to San Diego as listed on Exhibit A–Attachment 1 – Locations.

C. The services shall be performed on primarily during the CDTFA's regular work hours (7:30 a.m. to 5:00 p.m. Monday through Friday, excluding State holidays), although some services will be performed after regular work hours in order that offices remain open and work uninterrupted by the moving services. Typical hours of work outside of regular work hours will be after 5:00 p.m., Monday through Friday and on weekends. A list of State Holidays is available at this link:https://www.calhr.ca.gov/employees/pages/state-holidays.aspx.

D. The Contractor is not authorized to commence work, as described in this contract, until the contract has been fully executed. Any services provided prior to execution of the contract shall be considered voluntary and non-compensable.

2. SUMMARY DESCRIPTION

Contractor agrees to provide all labor, materials, boxes, tools, equipment, and supervision;

and payroll taxes, insurance, bond, licenses(s), permit fees, other costs incidental to perform professional moving services, and modular systems furniture installation and repair services.

Contractor shall compensate staff at the prevailing wage designated for their duties.

Contractor must have staff licensed to install modular system furniture. CDTFA anticipates moving services on an "as needed" basis which may include daily/weekly services or by project schedules and workload as described herein. In the case of an emergency, the contractor is required to respond to the service request within four (4) hours. The CDTFA makes no guarantee of the number of hours to be worked.

3. CONFIDENTIALITY STATEMENT AND CRIMINAL BACKGROUND CHECK

Contractor shall adhere to all State laws safeguarding the confidentiality of State data and information. Prior to initiating work, all Contractor staff must sign a Confidentiality Statement, CDTFA-4.

https://www.calhr.ca.gov/employees/pages/state-holidays.aspx

ATTACHMENT 3

4. CONTRACT MANAGERS

CDTFA Contract Manager Contractor Manager

Business Management Bureau/Facilities, Leasing and Planning Section

Company Name:

Contact Name: Contact Name:

Address: 651 Bannon St., Ste. 100 MIC: 22 Sacramento, CA 95811

Address:

Phone: Phone:

Email: Email:

Direct all contract inquiries to:

CDTFA Representative Contractor Manager

Business Management Bureau/Acquisitions Management Section (AMS)

Company Name:

Contact Name: Contracts Unit Contact Name:

Address: 651 Bannon St., Ste. 100 MIC:24 Sacramento, CA 95811

Address:

Phone: (916) 309-5421 Phone:

Email: acquisitionscoor@cdtfa.ca.gov Email:

Either Contract Manager may be changed without a formal amendment to this contract. The changing party will notify the other party with a ten-day prior written notice by mail, or email, which will contain the new Contract Manager’s name, mailing address, email address, and telephone number.

5. AMENDMENT

The term of this Agreement may be amended to add or remove office locations and/or extend the term end date for one (1) additional year at the rates listed in Exhibit B-1, Rate Sheet. If the CDTFA exercises this option, it will initiate an amendment to encumber additional funds, as applicable.

6. AUTHORIZATION OF SERVICE

A. Prior to a request for moving services, CDTFA Contract Manager or Designated Representative shall provide to Contractor a project schedule and request a cost estimate mailto:acquisitionscoor@cdtfa.ca.gov

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from the Contractor that is not more than pricing identified in Exhibit B-1, Rate Sheet.

Contractor shall provide the CDTFA with a cost estimate based on the project. Contractor will proceed with the project upon written approval of cost estimate.

B. If a variance or change becomes necessary to the services provided in the SOW, written approval must be obtained, in advance, from the CDTFA’s Contract Manager.

C. All services under this Agreement will be requested and pre-approved in writing by the CDTFA’s Contract Manager

7. CONTRACTOR’S RESPONSIBILITIES

Contractor shall provide the following services including, but not limited to:

A. Labor, equipment and materials to remove and transport excess, surplus, or broken conventional furniture, modular furniture, various property, and electronic waste (herein after referred to as “the property”).

B. Provide CDTFA with services in accordance with pricing identified in Exhibit B-1 Rate Sheet.

C. Provide services upon written request for services and in coordination with the CDTFA Contract Manager.

D. Provide services during CDTFA’s regular work hours (8:00 a.m. to 5:00 p.m. (PST), Monday through Friday, excluding state holidays).

https://www.calhr.ca.gov/employees/pages/state-holidays.aspx

E. Provide off hours services (after 5:00 p.m. and/or on weekends) for CDTFA office locations that do not allow the removal of the property during normal business hours.

F. Provide recycling services in accordance with CalRecycle (state law) requirements and in a manner that maximizes the amount of material reclaimed and reused.

G. Be responsible for scheduling, supplying, installing and uninstalling the property required to fully protect both the existing and new facilities as required by the respective building owners and building managers at all facilities. Specific facility property that will require protection will include, but are not limited to, elevators, lobby doors, doorframes, floor coverings, wall corners, glass panels and/or any apparatus.

i. Contractor shall be solely responsible for obtaining and complying with all elevator weights prior to any move. Contractor shall be responsible for any damage to the elevators done by the Contractor’s crew.

ii. Contractor shall adhere to all dock and elevator access protocol and security procedures established by the respective building owners and building managers at all facilities.

H. Contractor shall be responsible for obtaining all required permits for each move.

Copies of all required permits shall be provided to the CDTFA Contract Manager prior to move and retained by the CDTFA Contract Manager.

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I. Be responsible for the removal of all Contractors’ trash related to services. On-site dumpsters will not be available for any trash disposal.

J. Secure at Contractor’s sole cost, all insurance as required by the respective building owners or property manager at the various work site locations. The Contractor shall provide the CDTFA’s Contract Manager and Contracts Section with a copy of proof of insurance.

K. Contractor must conform to the requirements contained in California Labor Code Section 1720 as follows:

Prevailing Wage Statement:

“a. In accordance with the provisions of Labor Code Section 1720, the bidder and their proposed subcontractor(s) shall adhere to the payment of prevailing wages as determined by the California Department of Industrial Relations (DIR). The prevailing wage rate determinations can be downloaded from the DIR’s internet website at:

http://www.dir.ca.gov. Copies of the DIR’s downloadable prevailing wage rate determinations are also on file at CDTFA Headquarters and are available to any interested party on request. Additional questions regarding prevailing wage determinations shall be referred to the DIR’s Division of Labor Statistics and Research, Prevailing Wage Unit, at: http://www.dir.ca.gov.”

8. CDTFA’S RESPONSIBILITES

A. The CDTFA Contract Manager will provide written instructions for each service request including but not limited to location, date, and time specifying during normal work hours, after 5:00 p.m. hours, or on the weekend.

B. Provide CDTFA on-site staff at the facility location requiring service. On-site staff will provide access to the building and direct the contractor to where the property is located.

C. The CDTFA Contract Manager will communicate regularly with Contractor.

D. The Contract Manager will make best effort to provide the Contractor with no less than five (5) working days advance notice of a prospective service request.

E. Pack contents of offices and systems furniture workstations unless otherwise noted by the Contract Manager.

F. Pack contents of filing cabinets, bookcases, etc. unless otherwise noted by the Contract

Manager or designated representative.

G. Pack contents of break rooms, kitchen areas and conference rooms unless otherwise noted by the Contract Manager or designated representative.

H. Disconnect all computers and computer components and package them.

I. Disconnect all printers, faxes, and other electrical office services equipment.

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J. Remove all valuables, breakables, and personal items, including personal plants.

K. CDTFA personnel will direct the placement of all furniture, equipment, and boxes.

L. Identify all items to be moved to indicate their placement location.

M. Provide drawings as needed to complete modular furniture reconfigurations.

9. CONTRACT SERVICES

Contractor shall provide the following services including, but not limited to:

A. Labor, equipment, and materials to perform various office move related services including packing, moving, transportation/delivery, un-packing and move management.

B. Assembly, disassembly, removal, relocation and/or reconfiguration of modular furniture systems. Contractor shall be proficient in working with modular systems furniture including, but not limited to: Prison Industry Authority (PIA), Haworth and Allsteel.

C. Labor and equipment for various disassembly and reassembly of standard and free-standing office furniture including reconfigurations, moves and changes.

D. Contractor will move all furniture fixtures and equipment identified by the CDTFA's Project Coordinator.

E. Contractor will disassemble desks, conventional office furniture and fixtures; move items to new location and reassemble in specific locations identified by the Contract Manager.

F. Contractor shall move entire contents of offices, common areas, break rooms, copy centers, storage areas, computer equipment, conventional furniture, records, supplies, surplus, and all other related property as identified by the CDTFA's Contract Manager.

G. Storage of property in a secured location as required. Confidential property shall be secured at the CDTFA Headquarter and Annex locations that are subject to IRS requirements to have secured space with card locks. Non-confidential property may be stored at the Contractor's location.

H. Removal of packing materials, rubbish, and debris from government premises (State owned or leased facilities) as directed.

10. PERSONNEL REQUIREMENTS

A. Contractor must utilize experienced and trained employees/subcontractors for all aspects of any move. Contractor shall provide trained, qualified, careful, efficient employees or subcontractors in suitable numbers to ensure the removal and recycling of the property in a manner and in conformity with the best practices and highest applicable standards of the Contractor’s industry. The Contractor shall maintain such capabilities throughout the term of this Agreement.

B. Contractor shall provide one (1) competent and fully trained experienced lead person at each service call who shall be available on an “as-needed” basis to provide any assistance and expertise deemed necessary by CDTFA. The lead person shall oversee each crew

ATTACHMENT 3

and shall interface between the CDTFA Contract Manager or designee and the Contractor’s employees.

C. The Contractor shall remove any employees or subcontractors who, in the opinion of CDTFA, have engaged in improper conduct or in any manner that indicates an inability to perform the work. The employee shall be replaced within one (1) hour of notification.

D. Contractor personnel providing services to CDTFA must possess skills, abilities and knowledge identified but not limited to the items below:

1. Physical Requirements: Ability to lift heavy items up to seventy (70) pounds, and at times heavier, without assistance. Contractor personnel must not have physical restrictions with regards to bending, prolonged standing, and stooping.

2. Communication Requirements: Personnel must have the ability to receive, communicate effectively, and follow instructions in English (orally and in writing).

3. Interpersonal Skills: Personnel must have the ability to interact effectively and cooperatively with all customers.

4. Knowledge and Experience: Proper handling of the movement of the property.

5. Safety: Knowledge of and ability to apply safety practices in the removal and transport of the property and avoidance of damage and personal injury. All Contractor activities must comply with State Fire Marshall requirements.

6. Appearance: Contractor and all staff shall be required to dress professionally in the same uniform for security reasons. However, assigned Contractor supervisors shall be required to wear a uniform that is different from the moving staff. Professionally dressed shall include, but is not limited to, neat, clean, uniform style shirts, long pants, and clean shoes.

7. Miscellaneous: Contractor shall adhere to all CDTFA and State policies and requirements for conduct on CDTFA premises, such as, but not limited to, smoking policy, weapons policy, and not using State equipment.

11. TOOLS, MATERIALS AND MOVING EQUIPMENT

All tools, materials and equipment, including but not limited to hardware, required to complete the work described in this contract shall be the sole responsibility of the Contractor.

A. Contractor’s equipment shall include but not be limited to:

1. Airbed vans

2. Closed moving vans

3. Closed carriers for the transport of tabletop electronic equipment

4. Rubber wheeled dollies

5. One (1) back-up tractor/trailer or van available for emergencies

B. Contractor supplied materials shall include but not be limited to:

1. Cartons or Fast Crates

ATTACHMENT 3

2. Bins

3. Pallets

4. Tape

5. Tape dispensers

6. Boxes (PacEase Item #15 or equivalent. Auto locking bottom, 17 ½” x 12 3/8” x

12 ½” with tuck and seal top, 35 lb. capacity

12. WORK SCHEDULE

A. The services shall be primarily performed during the CDTFA 's regular work hours (8:00a.m. to 5:00p.m. Monday through Friday, excluding state holidays), although some services will be performed after regular work hours in order that offices remain open and work uninterrupted by the moving services. Typical hours of work outside of regular work hours will be after 5:00 p.m., Monday through Friday and on weekends.

B. Time to complete services will vary with each specific project but will be agreed upon in writing by CDTFA staff and/or Contract Manager and the Contractor before the start of job assignments. CDTDA may require that services to be started as early as 14-days from the request and be completed within 30-days. If it becomes necessary to reschedule an agreed upon service date, the Contractor will be notified by the CDTFA no less than two

(2) days prior notice or at the earliest possible time prior to the originally scheduled service date.

13. GENERAL NOTES

A. The CDTFA reserves the right to make changes to the move-in schedule dates and times per the term of the SOW.

B. The CDTFA reserves the right to discontinue assignment of any mover and/or subcontractor if contract requirements are not met, performance issues arise, or as a result of unresolved personnel concerns.

C. Contractor is advised that other trades may be working within and around the new facility throughout the move.

14. HEALTH AND SAFETY

Contractors are required to, at their own expense, comply with all applicable health and safety laws and regulations. Upon notice, Contractors are also required to comply with the state agency's specific health and safety requirements and policies. Contractors agree to include in any subcontract related to performance of this Agreement, a requirement that the subcontractor comply with all applicable health and safety laws and regulations, and upon notice, the state agency's specific health and safety requirements and policies.

15. ADDITIONAL SERVICES AND/OTHER CONSIDERATIONS

A. Staff Expense

The Contractor represents that it has or shall secure at its own expense, all staff required

ATTACHMENT 3

to perform the services described in this Agreement. Such personnel shall not be employees of or have any contractual relationship with any governmental entity.

B. Conflict of Interest

Contractor certifies that its employees and the officers of its governing body shall avoid any actual or potential conflicts of interest and that no officer or employee who exercises any functions or responsibilities in connection with this Agreement shall have any personal financial interest or benefit which either directly or indirectly arises from this Agreement.

Contractor shall establish safeguards to prohibit its employees or its officers from using their positions for a purpose which could result in private gain, or which gives the appearance of being…