CDTFA_SB_RFQ_No._2024-4120_(Addendum_2)_.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

November 18, 2024

ADDENDUM 2

REQUEST FOR QUOTE

NOTICE TO PROSPECTIVE BIDDERS

MOVING, STORAGE, SURPLUS/SURVEY REMOVAL

AND RECYCLING SERVICES

SMALL BUSINESS/MICRO BUSINESS

SB RFQ-No.: 2024-4120

This Addendum 2 is to insert clickable hyperlinks to this Small Business (SB) Request for Quote (RFQ) No. 2024-4120.

The following documents must be submitted (unless noted as “as applicable”) in the SB RFQ response.

A. Quote & Certification Sheet - (Attachment 1)

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

204 - Payee Data Record (ca.gov)

C. 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).

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

E. 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)

F. California Civil Rights Laws Attachment (DGS OLS 04) which can be found on the DGS/PD website linked here: CALIFORNIA CIVIL RIGHTS LAWS ATTACHMENT, DGS OLS 04 (ca.gov)

G. Commercially Useful Function (CUF) Compliance Form - Attachment 3 (As applicable)

Note: The CUF Form is not required if neither a Small Business nor Disable Veteran Business Enterprise will be participating. More detail information regarding CUF is located online on the DGS/PD website linked here: Commercially Useful Function for Certified Firms (ca.gov), H. GenAI Disclosure & Factsheet (STD. 1000). In response to Executive Order N-12-23, GenAI, STD.

1000 requires contractors to disclose any GenAI technology used in their solutions or services.

Contractors must complete a GenAI Disclosure & Factsheet, allowing the state to assess risks and potentially modify contracts accordingly. Failure to complete and return the STD. 1000 may result in disqualification or may potentially void any resulting contract. Please note that while this form may not apply to this agreement, it is now required of us to obtain this form prior to any Contracts/Purchase Orders are to begin. If not applicable, please notate in Section 2: Disclosure and Factsheet and complete signature section of the form. Linked here: STD. 1000 - GenAI Disclosure & Factsheet

GAVIN NEWSOM

Governor

AMY TONG

Secretary, Government Operations Agency

NICOLAS MADUROS

Director http://www.cdtfa.ca.gov/ https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf 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.documents.dgs.ca.gov/dgs/fmc/pdf/std1000.pdf https://www.dgs.ca.gov/PD/Forms?search=Std%201000&topicCategoryFilters=&audienceCategoryFilters=&sort=relevance&activeFilters=&page=1 https://www.dgs.ca.gov/PD/Forms?search=Std%201000&topicCategoryFilters=&audienceCategoryFilters=&sort=relevance&activeFilters=&page=1

Should you have any questions concerning this RFO 2024-4120, please email responses to the AMS Contact below:

Acquisitions Analyst Kennedy Keating

California Department of Tax and Fee Administration Acquisitions Management Section

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

Email: ADMIN-AMSContracts@cdtfa.ca.gov

Sincerely, AMS Contract Analyst

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

November 12, 2024

REQUEST FOR QUOTE

NOTICE TO PROSPECTIVE BIDDERS

MOVING, STORAGE, SURPLUS/SURVEY REMOVAL

AND RECYCLING SERVICES

SMALL BUSINESS/MICRO BUSINESS

SB RFQ-No.: 2024-4120

You are invited to review and respond to the California Department of Tax and Fee Administration’s (CDTFA’s) Small Business/Micro Business (SB) Request for Quote (SB RFQ) No. 2024-4120 to provide Moving, Storage, Surplus/Survey Removal, and Recycling Services for CDTFA.

Service: Contractor shall provide, moving, storage, surplus/survey removal, and recycling services for CDTFA’s field offices in Northern California region on an as-needed basis as detailed in the sample contract, STD 213 Standard Agreement and Exhibits A-E, (Attachment 2) included herein.

Location: Services shall be provided for all CDTFA Offices on an as-needed basis as listed in Exhibit A-1, CDTFA Office Locations (Attachment 2).

Responses Due: Thursday, November 21, 2024, at 12:00 PM (PDT)

Term: December 16th, 2024 or upon DGS approval, whichever occurs later through June 30th, 2026.

Contact Person: Kennedy Keating, Phone: (916) 309-5423 or at email: ADMIN-AMSContracts@cdtfa.ca.gov

BIDDER MINIMUM QUALIFICATIONS:

Bidders must be certified with the Department of General Services (DGS), Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS), as a SB by the final date to submit quotes as stated above.

Should you have any questions concerning this SB RFQ No. 2024-4120, please send e-mail responses to the AMS Contact at:

Acquisitions Analyst

California Department of Tax and Fee Administration Acquisitions Management Section 651 Bannon Street, Suite 100, MIC 24

Sacramento, CA 95811 Email: ADMIN-AMSContracts@cdtfa.ca.gov

GAVIN NEWSOM

Governor

AMY TONG

Secretary, Government Operations Agency

NICOLAS MADUROS

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

All responses will be reviewed, and the STD 213 Contract Agreement, Exhibits A-E (Attachment 2) will be awarded to the firm with the lowest responsive, responsible quote. CDTFA is not responsible for responses that do not arrive on time. For questions concerning this SB RFQ No. 2024-4120, please contact the AMS Analyst at the number and/or email listed above.

Sincerely, AMS Contract Analyst

Enclosures: Attachment 1, Quote & Certification Sheet with Completion Instructions

Attachment 2, Sample Std. 213 Standard Agreement and Exhibits A – E Attachment 3, Commercial Useful Function

SB RFQ No. 2024-4120

GENERAL INFORMATION

1. BIDDERS’ INSTRUCTIONS

In submitting your quote, you must comply with the instructions found herein and, in the DGS/PD Bidders’, Instructions included here by reference at: DGS PD 451 Bidder Instructions (ca.gov)

The services required are delineated in the sample Std. 213 Standard Agreement and Exhibits A-E (Attachment 2). Please read the enclosed documents carefully.

2. 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, storage, surplus/survey removal, and recycling services for Northern California field offices on an as needed basis as described in Attachment 2, Exhibit A, Statement of Work (SOW) included herein.

B. The services shall be performed at all the CDTFA field offices in Northern California Offices as listed in

Attachment 2, Exhibit A–1, CDTFA Office Locations, included herein.

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.

3. 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.

4. 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 #4. 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 a valid C-61 (Limited Specialty Classification), D-34 Prefabricated Equipment license certified by the Contractor’s State Licensing Board (CSLB).

https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/DGSPD%20451.pdf https://www.calhr.ca.gov/employees/pages/state-holidays.aspx

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

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

D. 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. Bidder must be a Disabled Veteran Business Enterprises (DVBE) and/or Certified Small Business (SB) participation for this RFQ.

F. 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.

5. AVAILABILITY

The selected contractor must be able to meet the requirements of this SB RFQ No. 2024-4120 and be ready to begin work upon completion of security clearance, confidentiality certification, and upon agreement approval, and as mutually agreed to between the parties.

6. PERIOD OF PERFORMANCE

CDTFA has the option to extend the term of the agreement for a period of time needed to complete the performance of services with no change in scope or price. The period of performance must be changed by a written amendment to the STD 213 Standard Agreement, Exhibits A-E, if the department exercises its option to extend services.

The contractor shall not be authorized to deliver or commence performance of services as described in the Statement of Work (SOW) until written approval has been obtained from all entities. No delivery or performance of service may commence prior to the execution of the Agreement.

7. KEY ACTION DATES

Listed below are the key action dates and times by which the actions must be taken or completed. If CDTFA finds it necessary to change any of these dates, it will be accomplished via an addendum to this SB RFQ No. 2024-4120.

Key Action Dates Date Time

1. Release of SB RFQ No. 2024-4120 Tuesday, November 12, 2024 4:00 PM (PDT)

2. Submission of written questions Thursday, November 14, 2024 4:00 PM (PDT)

3. Department’s response to written questions

Monday, November 18, 2024 4:00 PM (PDT)

4. Submission of Quotes (by date and time) Thursday, November 21, 2024 12:00 PM (PDT)

5. Evaluation of Quotes Thursday, November 21, 2024 N/A

6. Notice of Award Friday, November 22, 2024 4:00 PM (PDT)

7. Proposed start date of contract December 16, 2024 N/A https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

All dates after the Submission of Quotes on Thursday, November 21, 2024, by 12:00 PM (PDT) are approximate and may be changed if needed to allow the State additional time for evaluation and contract execution.

8. WRITTEN QUESTIONS

All questions regarding the content of this SB RFQ must be submitted in writing electronically to the AMS’ email box at: ADMIN-AMSContracts@cdtfa.ca.gov Address to the attention of Kennedy Keating and must be received by the date listed in Item 7. Key Action Dates, identified herein. Questions not submitted in writing by the date listed in Item 7. Key Action Dates for submission of written questions shall be answered at the State’s option.

9. SB RFQ NO.: 2024-4120 RESPONSE GUIDELINES

This SB RFQ No. 2024-4120 and the Contractor’s quote in response to this document will be made a part of the STD 213. Standard Agreement and Exhibits A-E. Responses to this SB RFQ No. 2024-4120 must contain all data/information requested and must conform to the format described in this SB RFQ No. 2024-4120. It is the Contractor’s responsibility to provide all required data and any other information deemed necessary for the State’s evaluation team to determine and verify the Contractor’s ability to perform the tasks and activities defined in the SOW, (see Attachment 2, Sample, Exhibit A, Statement of Work and related Exhibits included herein).

10. ASSUMPTIONS AND CONSTRAINTS

There shall be no assumptions, conditions, or constraints included in the bidder’s response. A bid may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind.

11. 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 an offer, 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 offer any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

12. 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.

13. 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.

https://www.gov.ca.gov/wp-content/uploads/2022/03/3.4.22-Russia-Ukraine-Executive-Order.pdf

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.

14. EXECUTIVE ORDER N-12-23 - GENERATIVE ARTIFICIAL INTELLIGENCE (GENAI)

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

Bidders must notify the State in writing if their solution or service includes, or makes available, any GenAI technology, including GenAI from third parties or subcontractors. The State has developed a GenAI Disclosure & Factsheet to be completed by the Bidder/Offeror.

Failure to disclose GenAI to the State and submit the GenAI Disclosure & Factsheet will result in disqualification of the Bidder/Offeror and may void any resulting contract. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure.

Upon receipt of a Bidder/Offeror GenAI Disclosure & Factsheet the state reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the state.

15. SB RFQ RESPONSE CONTENT

The following documents must be submitted (unless noted as “as applicable”) in the SB RFQ response.

I. Quote & Certification Sheet - (Attachment 1)

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

K. 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).

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

M. 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)

N. California Civil Rights Laws Attachment (DGS OLS 04) which can be found on the DGS/PD website linked here: CALIFORNIA CIVIL RIGHTS LAWS ATTACHMENT, DGS OLS 04 (ca.gov)

O. Commercially Useful Function (CUF) Compliance Form - Attachment 3 (As applicable)

Note: The CUF Form is not required if neither a Small Business nor Disable Veteran Business Enterprise will be participating. More detail information regarding CUF is located online on the DGS/PD website linked here: Commercially Useful Function for Certified Firms (ca.gov), https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std1000.pdf 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

P. GenAI Disclosure & Factsheet (STD. 1000). In response to Executive Order N-12-23, GenAI, STD.

1000 requires contractors to disclose any GenAI technology used in their solutions or services.

Contractors must complete a GenAI Disclosure & Factsheet, allowing the state to assess risks and potentially modify contracts accordingly. Failure to complete and return the STD. 1000 may result in disqualification or may potentially void any resulting contract. Please note that while this form may not apply to this agreement, it is now required of us to obtain this form prior to any Contracts/Purchase Orders are to begin. If not applicable, please notate in Section 2:

Disclosure and Factsheet and complete signature section of the form. Linked here: STD. 1000

- GenAI Disclosure & Factsheet

12. AGREEMENT FORM (SAMPLE)

SAMPLE – STD 213 Standard Agreement – Attachment 2 EXHIBIT A – Statement of Work EXHIBIT A-1 – CDTFA Office Locations EXHIBIT B – Budget Detail and Payment Provisions EXHIBIT B-1– Quote Sheet EXHIBIT C – General Terms and Conditions EXHIBIT D – Special Terms and Conditions EXHIBIT E – Additional Provisions

13. SAMPLE CONTRACT

The Sample Std. 213 Standard Agreement and Exhibits A-E (Attachment 2) included in this SB RFQ No.

2024-4120. is for information purposes only (Attachment 2). Upon Award all contract documents will be processed accordingly for final review and approval by the selected Contractor and CDTFA.

14. EVALUATION INFORMATION

Evaluation Process

A. Each quote response will be checked for the presence of requirement information in conformance with the submission requirements of this SB RFQ No. 2024-4120. CDTFA will evaluate each response to this SB RFQ No. 2024-4120 to determine its responsiveness to the requirements.

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

CDTFA's needs.

C. Each bidder shall be responsible to provide 3 business references which should include the company name, address, phone number and email address that would allow CDTFA to perform reference check prior to the award.

D. 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 with CDTFA office locations.

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 SB-RFQ, it shall be the basis for rejection of the bid.

Evaluation Criteria

Lowest Responsive Responsible Bidder https://www.dgs.ca.gov/PD/Forms?search=Std%201000&topicCategoryFilters=&audienceCategoryFilters=&sort=relevance&activeFilters=&page=1 https://www.dgs.ca.gov/PD/Forms?search=Std%201000&topicCategoryFilters=&audienceCategoryFilters=&sort=relevance&activeFilters=&page=1

ATTACHMENT 1

QUOTE & CERTIFICATION SHEET

The below form must be signed and returned. Please type or print clearly.

Your bid may be deemed non-responsive by the CDTFA if you fail to complete, sign, and submit this document with your bid. In addition, your bid may be deemed non-responsive by the CDTFA if the below quote sheet is altered and/or revised in any way from its original format.

The rates for these services as listed below, shall remain in force for the stated term of the agreement. The rates shall be all inclusive, of Bidder’s costs, labor, materials, tools, equipment, licenses, delivery costs, cost of insurance, State sales tax and every other item of expense, direct or indirect, and all other services necessary to perform in accordance with the STD. 213, Contract Agreement, Exhibit A Statement of Work, included herein. The listed rates shall be 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

*CDTFA Estimated Hours are for bid calculations purposes only. The CDTFA does not guarantee a minimum or maximum use of this Agreement.

Term: December 16, 2024, or upon DGS approval, whichever occurs later through June 30, 2026

Moving, Installing and Dismantling, Storage Services Costs:

Item No.

Labor; Straight Time Rate Unit *CDTFA Hour

Estimates Extended

Rate

1 Van & 1 person $ per hour 10 $

2 Van & 2 persons $ per hour 50 $

3 Extra helper $ per hour 100 $

Lead Modular Furniture System Installer / Dismantler

$ per hour 40 $

5 Modular Furniture System Installer / Dismantler $ per hour 40 $

Modular Furniture System Installer (each additional person)

$ per hour 20 $

7 Certified Electrician $ per hour 20 $

Labor; Weekday Overtime Rate Unit

8 Van & 1 person $ per hour 10 $

9 Van & 2 persons $ per hour 40 $

10 Extra helper $ per hour 100 $

Lead Modular Furniture System Installer / Dismantler

$ per hour 20 $

12 Modular Furniture System Installer / Dismantler $ per hour 20 $

Modular Furniture System Installer (each additional person)

$ per hour 40 $

Labor; Saturday Overtime Rate Unit

14 Van & 1 person $ per hour 10 $

15 Van & 2 persons $ per hour 10 $

16 Extra helper $ per hour 40 $

Lead Modular Furniture System Installer / Dismantler

$ per hour 10 $

18 Modular Furniture System Installer / Dismantler $ per hour 10 $

Modular Furniture System Installer/ Dismantler (each additional person)

$ per hour 30 $

Labor; Sunday Overtime Rate Unit

20 Van & 1 person $ per hour 10 $

21 Van & 2 persons $ per hour 10 $

22 Extra helper $ per hour 10 $

Lead Modular Furniture System Installer / Dismantler

$ per hour 10 $

24 Modular Furniture System Installer / Dismantler $ per hour 10 $ http://www.dir.ca.gov/

Surplus/Survey Removal, and Recycling Services Costs:

Item No. 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 (B) $

TOTAL PRICE (A + B) : $____________________

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

Modular Furniture System Installer (each additional person)

$ per hour 10 $

Materials Rate Unit *CDTFA Hour

Estimates Extended

Rate

26 Moving Boxes - new $ each 1000 $

27 Moving Boxes - used $ each 1000 $

28 Large monitor cover $ each 1000 $

29 Keyboard/mouse/cable bag $ each 500 $

30 Pallet $ each 100 $

31 Shrink Wrap $ each – $

32 Monitor/Laptop and Library cart rental $ per day – $

Warehouse Storage Rate Unit

33 Storage (per day) $ square foot

2500 $

TOTAL (A) $

https://www.bhgs.dca.ca.gov/forms_pubs/maxtarrif4.pdf

1. Company Name 2. Telephone Number

3. Fax Number

4. Address

5 E-Mail Address

Indicate your organization type:

6. Sole Proprietorship 7. Partnership 8. Corporation

Indicate the applicable employee and/or corporation number:

9. Federal Employee ID No. (FEIN) 10. California Corporation No.

11. Indicate applicable license and/or certification information:

12. Authorized Representative (Print) 13. Title

14. Signature 15. Date

15. Are you certified with the Department of General Services, Office of Small Business and DVBE Services (OSDS)

a. California Small Business b. Disabled Veteran Business Enterprise

Yes No Yes No

If yes, enter certification number: If yes, enter your service code below:

NOTE: A copy of your certification is required to be included if either of the above items is checked “Yes”.

Date application was submitted to OSDS, if an application is pending: ___________________

Numbers

Instructions

1, 2, 3, 4, 5

Must be completed and 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.

Enter your federal employee tax identification number.

Enter your corporation number assigned by the California Secretary of State’s Office. This information is used for checking if a corporation is in good standing and qualified to conduct business in California.

Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.

12, 13, 14, 15

Must be completed. These items are self-explanatory.

16 If certified as a California Small Business, place a check in the “Yes” box and enter your certification number on the line. If certified as a Disabled Veteran’s Business Enterprise, place a check in the “Yes” box and enter your service code on the line. If you are not certified to one or both, place a check in the “No” box. If your certification is pending, enter the date your application was submitted to OSDS.

SB RFQ 2024-4120

ATTACHMENT 2

STANDARD AGREEMENT (STD 213)

EXHIBIT A

STATEMENT OF WORK

SAMPLE

DO NOT COMPLETE OR SUBMIT WITH YOUR BID!

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, storage surplus/survey removal, and recycling services for Northern California field offices on an as needed basis as described herein.

B. The services shall be performed at all the CDTFA Headquarters located at 651 Bannon Street, Suite 100, Sacramento, CA 95811 and all Northern California Field Offices as listed on Exhibit A–

Attachment 1 - CDTFA Office 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.

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, Quote Sheet. If the CDTFA exercises this option, it will initiate an amendment.

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

mailto:acquisitionscoor@cdtfa.ca.gov

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 RESPONSIBILITIES

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. 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”).

C. 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.

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

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

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

G. 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.

H. 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.

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

J. Removal and transportation of excess, surplus, or broken conventional furniture, modular furniture, various property, and electronic waste.

K. Providing a certified electrician for the disconnection of electrical whips and power poles from modular systems furniture during decommissioning. As provided on the Prevailing Wage Determination for the region the work is performed, certified electrician must be paid at or above prevailing wage.

L. Provide CDTFA with services in accordance with pricing identified in Exhibit B, Budget Detail and Payment Provisions.

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

N. 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

O. Provide off hour 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.

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

Q. 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.

1. 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.

2. 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.

R. 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.

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

T. 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.

U. 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. 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 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.

9. 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. Bins

2. Pallets

3. Tape

4. Tape dispensers

5. 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

10. 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.

11. 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.

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.

N. Attempt to provide the Contractor with no less than ten (10) working days advance notice of a prospective move.

12. 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.

13. ADDITIONAL SERVICES AND/OTHER CONSIDERATIONS

A. Staff Expense

The Contractor represents that it has or shall secure at its own expense, all staff required 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 motivated for private gain for themselves or others, particularly those with whom they have family, business, or other ties.

C. Licenses and Permits

The Contractor shall be an individual or firm licensed to do business in California and shall obtain at his/her expense all license(s) and permit(s) required by law for accomplishing any work required in connection with this contract.

If you are a Contractor located within the State of California, a business license from the city/county in which you are headquartered is necessary; however, if you are a corporation, a copy of your incorporation documents/letter from the Secretary of State's Office can be submitted. If you are a Contractor outside the State of California, you will need to submit to the California Department of Tax and Fee Administration a copy of your business license or incorporation papers for your respective State showing that your company is in good standing in that State.

In the event, any license(s) and/or permit(s) expire at any time during the term of this Agreement, Contractor agrees to provide the California Department of Tax and Fee Administration a copy of the renewed license(s) and/or permit(s) within thirty (30) days following the expiration date. In the event the Contractor fails to keep in effect at all times all required license(s) and permit(s), the State may, in addition to any other remedies it may have, terminate this Agreement upon occurrence of such event.

D. Disputes

Unless otherwise provided in this Agreement, any dispute concerning a question of fact arising under this Agreement which cannot be resolved informally shall be decided by the following two-step procedures.

The Contractor must provide written notice of the particulars of such disputes to the Contract Manager or his/her duly appointed representative. The Contract Manager must respond in writing within ten (10) working days of receipt of the written notice of dispute. Should the Contractor disagree with the Contract Manager's decision, the Contractor may appeal to the second level.

Pending the decision on appeal, the Contractor shall proceed diligently with the performance of this Agreement in accordance with the Contract Manager's decision.

The second level appeal must indicate why the Contract Manager's decision is unacceptable, attaching to it Contractor's original statement of the dispute with supporting documents, along with a copy of the Contract Manager's response. This letter shall be sent to the Deputy Director of Programs or his/her duly appointed representative. The second level appeal must be filed within fifteen (15) working days of receipt of the Contract Manager's decision. Failure to submit an appeal within the period specified shall constitute a waiver of all such right to an adjustment of this Agreement. The Deputy Director or designee shall meet with the Contractor to review the issues raised. A written decision signed by the Deputy Director or designee shall be returned to the Contractor within fifteen (15) working days of the receipt of the appeal.

14. SUBCONTRACTORS

Contractor may not subcontract any work, including subcontracting with temporary service agencies, without the express written approval of the CDTFA. If it is anticipated that subcontractors will be used, the Contractor shall provide to the CDTFA the names of the subcontractors, references for the subcontractors, and the portions and monetary percentages of the work to be done by the subcontractors. The Contractor retains total responsibility for fulfilling the requirements of this Agreement.

15. 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.

16. CONTRACTOR’S PERFORMANCE

A. CDTFA shall routinely evaluate the work performance of the Contractor to determine if…