RFO Number CFF 5563

Facilitation, Development, and Support for First 5 California’s Collaborative Efforts with Statewide Partner and Stakeholder Groups

Date: March 3, 2026

You are invited to review and respond to this Request for Offer (RFO). To submit an offer for these goods and/or services, you must hold a California Multiple Award Schedule (CMAS) or be a named authorized reseller on a manufacturer’s CMAS and comply with the instructions contained in this document as well as the requirements included in the State’s Scope of Work (SOW), Attachment A and Attachment B-1 Cost Sheet. By submitting an offer, your firm agrees to the terms and conditions stated in this RFO and its CMAS.

Read this document carefully. The RFO due date is March 24, 2026, at 12:00 pm. Offer and any required copies must be submitted by mail and clearly addressed to the department contact identified below. Bids must be submitted and physically received by F5CA by the date listed in Section 3. Key Dates in the RFO Notice, at the address below:

First 5 California

Attention: Arminder Singh Contracts and Procurement Office

2399 Gateway Oaks Drive, Suite 120 Sacramento, CA 95833

This address applies to both US Postal Service Deliveries AND Hand Deliveries (e.g., United Parcel Service, Express Mail, Federal Express).

Firms opting to hand deliver or utilize a delivery service other than US Postal Service must make an appointment by contacting the Procurement Official, Arminder Singh, by telephone at (279) 280-7513 or RFP@first5.ca.gov , no less than one (1) business day ahead of the desired appointment time. Bids received by F5CA after the deadline for submittal of written bids will not be considered. F5CA makes every effort to ensure all bids have been received and properly time stamped; however, bidders are ultimately responsible for ensuring timely receipt of their bid. Bidders may verify receipt of their bids by contacting the Procurement Official at (916) 263-1050.

Award will be by Best Value Determination through consensus of the evaluation team.

mailto:RFP@first5.ca.gov

NOT SUBMITTING AN OFFER

If CMAS Contractor is not submitting an offer, they must fill out this document and return it to the Department Contact identified on the cover page no later than the Offer Submission Due Date and Time.

COMPANY NAME

CMAS NUMBER

RFO CONTACT NAME

RFO CONTACT PHONE NUMBER ( )

RFO CONTACT E-MAIL ADDRESS

Check one of the boxes below that explains the reason for not submitting an Offer.

□ Services not available in contractor’s CMAS

□ Not qualified to perform requested services

□ Not the type of work company offers

□ No staff available during project timeframe

□ Other

General Information

1. Purpose

The purpose of this RFO is to procure the services of a contractor to facilitate statewide early education partner, stakeholder, and focus groups for the development of First 5 California’s current and future project, policy, and systems development.

Services will comprise a variety of tasks and deliverables related to coordination, support, and facilitation of First 5 California’s collaborative efforts. The specific tasks and deliverables associated with this RFO are included in the Scope of Work (SOW). The SOW and the offer will be made a part of the resulting Agreement.

First 5 California reserves the right to cancel or modify this RFO up until the award is granted. First 5 California has the discretion to waive non-material defects with any of the offers. Additionally, First 5 California is not responsible for any preparation costs incurred by parties submitting an offer.

2. Project Background

First 5 California’s mission is to “Convene, partner in, support, and help lead the movement to create and implement a comprehensive, integrated, and coordinated system for California's children prenatal through 5 and their families. Promote, support, and optimize early childhood development.” To accomplish this, First 5 California will work with First 5 county commissions, state agencies, and other stakeholders to convene, align, collaborate on, support, and strengthen statewide efforts and initiatives to facilitate the creation of a seamless system of integrated and comprehensive programs and services to improve the status and outcomes for children prenatal through age 5 and their families.

To fulfill its role as a convener and partner, and to make progress toward stakeholder engagement and collaboration toward a more comprehensive, integrated, and coordinated system for California’s youngest children, First 5 California needs a neutral facilitator to assist in the preparation and facilitation of stakeholder meetings, research and analysis support for First 5 California’s early learning policy development, and support for strategic plan development and implementation.

RFO CFF 5563

3. Key Dates

CMAS contractors must adhere to key dates and times shown below.

Event Date

Release of RFO: March 3, 2026

Questions Due Date: March 10, 2026

Question Response Due Date: March 17, 2026

Offer Submission Due date and time March 24, 2026, by 12:00 pm

State Review of Offers March 29 - 31, 2026

4. Term Dates

The term of the contract will span two (2) Fiscal Years (FY) beginning on July 1, 2026, or upon DGS/PD approval (whichever is later) and ending on June 30, 2028.

Offer Requirements

This RFO Scope of Work and the CMAS contractor’s Cost Sheet will be made part of the ordering department’s Fi$Cal Purchasing Authority Purchase Order and procurement contract file.

Offers must contain all requested information and data and conform to the format described in this RFO. It is the offeror’s responsibility to provide all necessary information for the State to assess the offer, verify requested information, and determine the offeror’s ability to perform the tasks defined in the State’s Scope of Work, Attachment A and Cost Sheet, Attachment B-1 provided below.

The CMAS contractor must submit four (4) hard copies of the response, and one (1) PDF (portable document format) copy on a thumb drive, compact disk (CD), or digital video disc (DVD) to the department contact name and address contained on the cover sheet to this RFO.

Departments must offer procurement opportunities to California (CA) certified Small Business (SB) and/or Disabled Veteran Business Enterprises (DVBE) whenever possible under Government Code 14846(b). See link for Bidder Declaration (GSPD 05-105) to identify SB and/or insert DVBE certification number from reference and identify DVBE subcontractors, their commercially useful function, and the corresponding percentage of contract participation.

Click here to access the Bidder Declaration, GSPD 05-105.

Any subcontractor the CMAS contractor chooses to use in fulfilling the requirements of this RFO that is expected to receive more than ten (10) percent of the purchase order value must also meet all contractual qualifications of the CMAS, base GSA schedule, and Contract/purchase order.

(CMAS T&Cs) http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

5. RFO Response Content

The majority of the information required to respond to this RFO is contained in the State’s Scope of Work, Attachment A and Cost Sheet, Attachment B-1.

a) Response to State’s Scope of Work, Attachment A:

The offeror’s Statement of Work responds to the State’s Scope of Work and will be used to assess responsiveness to requirements. This Statement of Work offer must map each task/deliverable item back to the Attachments. The offer must include any additional information that the offeror deems necessary to explain how the contractor intends to meet the State’s requirements. The Statement of Work needs to contain the following:

1) Overview of the required tasks and outcomes,

2) Description of how the tasks will be performed,

3) Work plan for each task, including sub-task descriptions and anticipated due date for each deliverable,

4) Samples of work from other projects or outlines of deliverables offered for the required

Tasks,

5) Organization chart that identifies the contract team,

6) Resumes for each identified member of the contract team detailing experience meeting the

State’s and base schedule’s requirements,

7) List any subcontractors’ company name, address, contact person(s), email address(es), and resume(s). Subcontractors are subject to all the terms, conditions, and requirements of the purchase order.

b) Complete Attachment B-1 Cost Sheet

c) Completed Documents

1) STD. 204/STD 205 Payee Data Record

2) SB/DVBE Certification (if applicable)

3) Contractor Certification Clause (CCC)

4) California Civil Rights Law Certification

5) Darfur Contracting Act Certification)

6) Federal Debarment Certification (if applicable)

7) Recycled-Content Certification (if applicable)

8) Full copy of CMAS including base schedule and pricelist

d) 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.

6. Contract Award

Award of a contract resulting from this RFO will be based on Best Value criteria including total cost.

Review of Offers for Award

Offers to this RFO will first be reviewed for responsiveness to all requirements of Attachments A and B-1, and any other Attachments. If an offer is missing information required in any Attachment, it may be deemed not responsive.

Amendments

This Agreement may be amended upon mutual written consent by both parties and approval by the Department of General Services Procurement Division/CMAS Unit. Additional time shall not exceed one (1) year and/or funds to complete the performance of this contract shall not exceed the $250,000 CMAS dollar threshold or the State Department’s CMAS Delegated Purchasing Authority.

1. Introduction

ATTACHMENT A

SCOPE OF WORK (SOW)

First 5 California requires a Contractor to facilitate statewide partner and stakeholder groups for the expansion of First 5 California’s current early childhood program, policy, and systems development, and research and analysis related to priority areas, including early childhood development, child health, and family functioning, to support First 5 California Strategic Plan 2025 through 2028, North Star Statement and Audacious Goal.

2. Authority

California Health and Safety Code (HSC) section 130105(d)(1)(D) authorizes expenditure of funds from the California Children and Families Trust Fund to ensure children are ready to enter school, and for the research and development of best practices and standards for all First 5 California (F5CA) programs and services relating to early childhood development, including the assessment and quality evaluation of those programs and services. HSC section 130125(d) provides F5CA authority to allocate funds for independent research, evaluation of any relevant programs, identifying the best standards and practices for optimal early childhood development, and establishing and monitoring demonstration projects.

3. Period of Performance

Term of Contract

The term of the contract will span two (2) Fiscal Years (FY) beginning on July 1, 2026, or upon DGS/PD approval (whichever is later) and ending on June 30, 2028.

4. Contractor Responsibilities

Contractor agrees to provide the following services:

• Provide facilitation services, in collaboration with First 5 California staff. The convenings may include one or a combination of the following:

https://www.ccfc.ca.gov/pdf/about/budget_perf/First_5_CA_2025_2028_Strategic_Plan.pdf https://www.ccfc.ca.gov/pdf/about/budget_perf/First_5_CA_2025_2028_Strategic_Plan.pdf o First 5 California State Commission o First 5 California State Advisory Committee(s) o Local and/or statewide stakeholder(s) o Workgroup(s) o Focus Group(s)

The purpose is to assemble collaborators with the purpose of providing insight and gathering recommendations on state-wide projects and policy related to:

o Quality early learning and care o Innovative approaches to healthy development o Progressive and strategic approaches to workforce development o Reformations to workforce compensation o New approaches to encourage family engagement

The mode and frequency of the meetings shall be determined by F5CA and the Contractor. The agenda for each meeting shall be developed by the Contractor with the approval of F5CA.

• The Contractor shall compile data, information, results from the facilitated meeting detailed above. The format, content, mode of delivery, and frequency shall be determined by the Contractor and approved by F5CA prior to meeting with stakeholder groups. The content of the data shall contain, at minimum, analysis and report emerging themes.

• The Contractor shall perform an environmental scan and conduct research to support First 5 California’s internal programmatic and policy development to inform strategic planning. The Contractor shall develop a document to report findings to First 5 California. The format, mode of delivery, and frequency of reports shall be determined in collaboration and with the approval of First 5 California.

In addition to the responsibilities listed above, Contractor must:

• Be available to First 5 California staff during normal business hours to address any tasks, deliverables, and issues related to this Agreement.

• Report any problems and/or issues and recommended solutions as they occur or are identified.

• Communicate (via e-mail, phone, virtually, or in person) as necessary to ensure timely and adequate communications between Contractor, First 5 California Project Manager, Executive Management Team, State Commission, and other identified stakeholders.

• Ensure the deliverables described above are accepted and approved in writing by First 5 California.

o If First 5 California declines the deliverables, Contractor will be required to make all changes to deliverables within five (5) working days after First 5 California declines the acceptance.

Contractor will be required to ensure all changes reference the Task identified in the SOW.

• Ensure the timelines set forth in the Project Work Plan and Schedule are met.

• Provide project deliverables on time as agreed to by due dates specified.

• Ensure the deliverables represent professional products that include appropriate graphics and are grammatically correct, organized, well-formatted, and reader friendly.

• Submit to First 5 California an electronic copy (non-PDF format) of each deliverable that is compatible with First 5 California’s system capabilities and State of California accessibility guidelines for electronic posting to the Internet.

5. First 5 California Responsibilities

First 5 California agrees to provide the following services:

• Schedule convenings with stake holders as detailed under 2. Contractor Responsibilities first bullet point.

• Provide Contractor with a comprehensive list of stakeholder meetings, meeting dates and times, and relevant information to communicate meeting updates.

• Project support related to staff participation in the process.

• Review and comment on project submissions.

• Facilitate access to necessary business and technical documents to assist in completion of the tasks and deliverables identified.

The following requirements will apply to First 5 California. First 5 California must reasonably provide the following to Contractor:

• Within three (3) working days from the Execution Date, provide the Project Manager contact information for key First 5 California staff and contact information.

• Within five (5) working days from the Execution Date, provide the

Project Manager a list of key stakeholders and contact information.

• Within ten (10) calendar days from the Execution Date, develop and disseminate a notice to key First 5 staff and stakeholders introducing Contractor for the process, and encouraging participation and responsiveness to Contractor inquiries or requests to meet.

• Workspace at the First 5 California office, as appropriate.

• Meeting facilities at the First 5 California office for meetings with First

5 California staff and stakeholders, as appropriate.

First 5 California will conduct an acceptance and approval process at the end of each major deliverable. First 5 California has a maximum of five (5) working days for review and acceptance of each deliverable.

6. Scope of Work Tasks

The SOW includes three (3) primary tasks:

• Task 1 – Project Management

• Task 2 – Facilitate State Commission, Advisory Committee, Statewide Partner, Stakeholder, and Focus Group meetings for First 5 California’s Program, Policy, and Systems Development.

• Task 3 – Support First 5 California’s Internal Programmatic and Policy Development, and Strategic Planning

Task 1 – Project Management

The contractor will assign a Project Manager to provide leadership, substantive development and review, and oversight for all work, including, but not limited to, the preparation of all deliverables, design of data collection and analysis processes, facilitation of meetings, development of recommendations, and submission of monthly status reports and invoices. The selected contractor shall obtain approval from contract manager, or their designee, for any submitted deliverables listed in Task 1.

1.1. Provide overall project management, logistics, and communication support, including implementation of all project management practices, business processes, and internal controls necessary to effectively perform the required tasks.

1.2. Provide a written design of a comprehensive, yet efficient, methodology to complete the tasks listed above. The written design must be completed within ten (10) working days from the Execution Date of the Agreement, and it must provide all Agreement deliverables by June 30, 2028.

1.3. Develop and submit to First 5 California a detailed Project Work Plan and Schedule for review and approval by First 5 California’s Project Manager or designee. The Project Work Plan and Schedule will:

1.3.1. Detail Contractor’s recommended methodology for developing the tasks outlined in this Scope of Work (SOW).

1.3.2. Detail Contractor’s procedures and processes for

accomplishing the tasks.

1.3.3. Identify Commissioners, partners, early childhood

stakeholders, and staff with key roles in Tasks 2 and 3 of the SOW, and a plan for their inclusion in the process.

1.3.4. Identify tasks and deliverables related to task implementation.

1.3.5. Detail Contractor’s procedures and processes for the design and facilitation of statewide meetings.

1.3.6. Identify key milestone dates for process and product completion.

1.3.7. Identify and clearly explain all responsibilities of First 5 California staff.

1.3.8. Identify each subcontractor and the work associated with each subcontract, if applicable.

1.4. Oversee and coordinate any required change management processes.

1.5. Provide written status reports and meet (by telephone or in person) with the First 5 California Project Manager monthly, or as requested, to review progress as outlined in the Project Work Plan and Schedule.

The Contractor is encouraged to expand on the suggested Project Work Plan components and the approach they would take to facilitate the projects in this contract.

Task 2 – Facilitate State Commission, Advisory Committee, Statewide Partner, Stakeholder, and Focus Group meetings for First 5 California’s Program, Policy, and Systems Development. The selected contractor shall obtain approval from contract manager, or their designee, for any submitted deliverables listed in Task 2.

2.1 Facilitate State Commission, Advisory Committee, Statewide Partner, Stakeholder, and Focus Group meetings, conference calls, and webinars (as appropriate) for the purpose of providing input to First 5 California’s Program, Policy, and Systems Development.

2.2 Provide meeting logistics and coordination support, including scheduling, room or virtual meeting reservations, invitations and confirmations, and general meeting communications with partners and stakeholders.

2.3 Design, prepare for, and document meetings of key

statewide stakeholders convened by First 5 California and/or other partners.

2.4 Prepare and provide background materials and briefs utilizing national, state, and local research and project designs to support meeting agendas and stakeholder decision-making.

2.5 Provide meeting materials (e.g., annotated agendas, meeting agendas, background documentation, etc.) to First 5 California for review and approval prior to distribution to stakeholders.

2.6 Summarize and provide to First 5 California the outcomes of each meeting.

2.7 Provide guidance to First 5 California and to partners and stakeholders as they plan and implement short and long-term strategies for realizing recommendations.

2.8 Develop and implement communication tools to support project goals.

Task 3 – Support First 5 California’s Internal Programmatic and Policy Development, and Strategic Planning. The selected contractor shall obtain approval from contract manager, or their designee, for any submitted deliverables listed in Task 3.

3.1 Facilitate internal First 5 California meetings to brainstorm program and policy solutions and prepare recommendations, whether legislative, programmatic, or administrative.

3.2 Develop at least one (1) First 5 California early childhood program and/or policy position paper.

3.3 Provide research, analysis, and document development to support First 5 California’s early childhood program and policy agenda.

3.4 Conduct strategic planning stakeholder engagement.

3.5 Provide summary data and analysis of strategic planning stakeholder engagement feedback.

7. Chart of Deliverables

Task 1 – Project Management

Task Description Due Date

1.3 Provide a comprehensive methodology to complete

all tasks and develop a detailed Project Work Plan.

Within ten (10) working days from the Execution Date of contract

1.5. Provide written status reports and meet (by

telephone, webinar, or in-person) with First 5 California.

Monthly

Task 2 – Statewide Partner and Stakeholder Groups for First 5 California’s Program, Policy, and Systems Development

2.1. Facilitate State Commission, Advisory Committee, Statewide Partner, Stakeholder, and Focus Group meetings, calls, and webinars.

Per Project Work Plan

2.2. Design, prepare for, and document meetings of key

stakeholders.

2.3. Provide meeting materials for review and approval

prior to distribution to stakeholders.

2.4.

Summarize and provide to First 5 California the outcomes of each stakeholder meeting.

Task 3 – Support First 5 California’s Internal Programmatic and Policy Development

3.1.

Facilitate internal First 5 California meetings to brainstorm program and policy solutions and prepare recommendations.

3.2.

Develop, in collaboration with First 5 California, an early childhood program and/or policy Position Paper.

3.3.

Facilitate stakeholder engagement input for strategic planning.

3.4.

Provide summary data and analysis of stakeholder engagement feedback for strategic planning.

1. Payment

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

For services and deliverables satisfactorily rendered and upon receipt and approval of complete and accurate invoices, the State agrees to compensate Contractor for actual allowable expenditures incurred in accordance with the rates and total costs for each Task specified in the Cost Sheet, included as Exhibit B-1. Contractor shall be responsible for costs incurred while making modifications to materials and deliverables that require approval by First 5 California.

2. Payment Method

Payments shall be made no more than monthly in arrears based on actual allowable expenditures incurred during the invoice period.

3. Invoicing

a. Invoices submitted for payment shall include:

• “Bill To” name and address.

• “Payable To” name and address.

• Contract number (CFF 5563).

• Invoice number.

• Date of invoice.

• Period for which the invoice covers.

• Hourly rates by individual and number of hours worked, by task number during the invoice period.

• Subcontractor expenses, by subcontractor and task. Contractor is not allowed to charge profit, fees, or mark-ups on any subcontracted budget item.

• Documentation substantiating all claimed expenses, including timesheets for labor, receipts for travel expenses, and subcontractor invoices.

• Calculation of Withhold amount for invoice.

• Certification statement to read: “I hereby certify as follows: I am the duly appointed, qualified and acting officer of the herein organization; that the within claim is in all respects true, correct, and in accordance with law; that the services and procedures mentioned herein were actually rendered and products delivered to First 5 California or its designee in accordance with the contract and law; that authorizations for purchases have been duly obtained wherever required and that the amounts claimed and articles delivered comply therewith; and that all of the expenditures herein set forth are in accordance with the contract budget and provisions as approved by First 5 California for said contract.”

• Printed name and original signature for the authorized person certifying the accuracy and validity of the invoice.

• Summary page describing what is included in the invoice.

b. Invoices shall be submitted in duplicate not more frequently than monthly in arrears to:

4. Budget Contingency Clause

Attention: Fiscal Services Office First 5 California

2399 Gateway Oaks Drive, Suite 120 Sacramento, CA 95833-4270 E-Mail: invoices@ccfc.ca.gov

This Agreement is valid and enforceable only if sufficient funds are available in the appropriate account of the California Children and Families Trust Fund with which to carry out the purposes of this Agreement. In addition, this Agreement is subject to any additional restrictions, limitations, or conditions enacted by the Legislature, or any statute enacted by the Legislature, that may affect the provisions, terms or funding of this Agreement in any manner.

Contractor understands and agrees that this Agreement is subject to the condition that sufficient funds are available in the appropriate account of the California Children and Family Trust Fund. If sufficient funds are not available in the appropriate account of the California Children and Families Trust Fund due to a decrease in projected tax revenue collected pursuant to Revenue and Taxation Code section 30131.2, this Agreement shall be invalid and of no further force and effect.

In this event, the State of California and/or First 5 California shall have no liability to pay any funds whatsoever to Contractor or to furnish any other considerations under this Agreement and Contractor shall not be obligated to perform any provisions of this Agreement.

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

5. Allowable Costs

Allowable costs include all costs, including an hourly rate not to exceed the offeror’s current Federal GSA Schedule pricing, incurred in the performance of work identified in Contractor’s proposal, if applicable and if capped as specified in Exhibit B, Attachment 1. Costs must be incurred within the term of the Agreement.

Examples of unallowable costs include contingency costs, imputed costs, fines and penalties, losses on agreements, excess profit taxes, and increased rates and fees for this Agreement.

6. Taxes

The State of California is exempt from Federal Excise Taxes, and no payment will be made for any taxes levied on employees’ wages. California may pay any applicable sales or use tax imposed by another state.

7. Overpayment Provision

If it is determined that an overpayment has been made to Contractor, First 5 California will immediately seek recovery upon discovery of overpayment by (a) written request to Contractor for a refund of the overpayment amount within thirty (30) days after receipt of notice; or (b) offset mailto:invoices@ccfc.ca.gov subsequent contractor payments by the amount of the overpayment if Contractor repayment is not received within thirty (30) days from the notice.

8. Accounting Requirements

Contractor shall establish an accounting system using generally accepted accounting principles that will provide information for reports to the State and which will provide documentation for the fiscal activities of the organization related to this Agreement. The accounting system must include adequate cost accounting procedures that will provide accurate costing for contractual amendments, and for any other costs incurred related to payment claimed by Contractor.

9. Disallowed Costs

If disallowed or questionable costs are found, a draft report will be issued to Contractor for review and comment. Contractor will have thirty (30) days to submit written comments and/or supply additional source documentation to the State for consideration in preparing the final report.

If expenditures are found to be unallowable, in addition to any other remedies the State may have, Contractor’s reimbursements may be recalculated and adjusted accordingly, or the State may withhold payments from Contractor to recover these costs, or the State reserves the option to collect any unallowable costs from Contractor in monthly installments.

10. Travel Reimbursement

First 5 California agrees to reimburse authorized travel and per diem expenses incurred in the performance of this Agreement up to $5,000.00. Contractor shall be reimbursed at State Rates.

Travel expenditures will be reimbursed at the State rate in accordance with current California Department of Human Resources (CalHR) provisions related to CalHR Rules for Excluded Employees. Travel expenditures must be itemized and submitted, coupled with receipts and expense documentation on a State of California Travel Expense Claim Form Std. 262, or an alternative form approved by First 5 California. First 5 California will pay mileage for any out-of-town meetings (if needed), but not an hourly wage for drive time. Hourly wage rates will be paid only for actual work time on the deliverables listed in this Agreement.

First 5 California will NOT reimburse out-of-state travel without PRIOR written authorization from First 5 California. Any invoice submitted without the required travel expenditure documentation may be returned to Contractor for further processing. Failure of Contractor to provide required documentation of travel expenditures and report travel expenditures on the required form(s) may preclude First 5 California from approving and reimbursing travel expenses.

CalHR travel rate provisions and the required travel expense claim form(s) are accessible at the following Web site address:

CalHR Travel Reimbursements Web Page https://www.calhr.ca.gov/employees/Pages/travel-reimbursements.aspx

California law prohibits state agencies from approving requests for state-funded travel to states that have been identified by the state’s Attorney General as having passed discriminatory laws, unless Contractor falls under one of the delineated exemptions. Contractor is responsible for https://www.calhr.ca.gov/employees/Pages/travel-reimbursements.aspx https://www.calhr.ca.gov/employees/Pages/travel-reimbursements.aspx checking the California Attorney General’s website below for a list of current states that fall within this travel ban, and Contractor shall not request reimbursement for travel to those identified states, unless Contractor believes the travel falls under one of the delineated exemptions.

In the case of an exemption, Contractor shall immediately inform First 5 California of the specific exemption it believes applies and provide facts to First 5 California to support the exemption. First 5 California will consider the exemption request and make a decision on the application of an exemption. First 5 California’s exemption decision shall be final.

• Prohibition on State-Funded and State-Sponsored Travel to States with Discriminatory Laws (Assembly Bill Number 1887) https://oag.ca.gov/ab1887 https://oag.ca.gov/ab1887 https://oag.ca.gov/ab1887 https://oag.ca.gov/ab1887

ATTACHMENT B-1

COST SHEET

Offeror Name:

The Cost Worksheet lists costs for all tasks associated with this Agreement. Contractor shall list each position by GSA Labor Category job title and provide a clear, legible rate in the space provided below. Failure to provide the required rate or indicate “no charge” may be cause for rejection of your offer. This worksheet is used to determine the labor cost of the Agreement and when substituting personnel only.

Task 1: Project Management

GSA Labor Category Job Title and Name

Number of Hours

Rate/Hour Description Extension

Task 1 Subtotal:

Task 2: Facilitate Statewide Partner and Stakeholder Meetings for First 5 California Program, Policy, and Systems Development

GSA Labor Category Job Title and Name

Number

Travel throughout California (This is a predetermined set cost.) Up to $5,000

Task 2 Subtotal:

Task 3: Support First 5 California’s Participation and Coordination of Statewide Early Education Workforce Project

GSA Labor Category Job Title and Name

Number

Task 3 Subtotal:

Total Project Cost

AMENDMENT COST WORKSHEET

1. □ Check here if offered pricing will remain the same if the resulting contract is amended.

2. If Hourly Rates will change if the resulting contract is amended, complete the table below with Amended Hourly Rates.

CONSULTING OR PERSONAL SERVICES

Job Title/Name Hourly Rate

3. If Products and/or Related Services prices will change if the resulting contract is amended, complete the table below with the Amended Products and/or Related Services prices.

PRODUCTS AND/OR RELATED SERVICES

Description Model Name SKU

Number Unit Price

Offer Checklist

Offeror Name: Date:

The offeror must include the following to submit a complete package:

Offer Checklist Completed

1. Offer Received by Submission Deadline

2. Four (4) hard copies of the response and one (1) PDF (portable document format) copy on a thumb drive, compact disk (CD), or digital video disc

(DVD)

3. STD 204/STD 205 Payee Data Record http://www.documents.dgs.ca.gov/dgs/fmc/pdf/STD204.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/STD205.pdf

4. SB/DVBE Certification (if applicable)

5. Contractor Certification Clauses (CCC 4/2017) https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-307.pdf

6. California Civil Rights Law Certification https://www.documents.dgs.ca.gov/DGS/FMC/DGS/OLS004.pdf

7. Darfur Contracting Act Certification (if applicable) https://www.dgs.ca.gov/- /media/CBAFDC111B6C43B09496B8391E11F394.ashx

8. Federal Debarment Certification (if applicable)

9. Completed Bidder Declaration https://www.documents.dgs.ca.gov/DGS/FMC/GS/PD/GSPD05-106.pdf

10. Completed California Civil Rights Laws Attachment http://www.documents.dgs.ca.gov/dgs/fmc/pdf/STD204.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/STD205.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-307.pdf https://www.documents.dgs.ca.gov/DGS/FMC/DGS/OLS004.pdf https://www.dgs.ca.gov/-/media/CBAFDC111B6C43B09496B8391E11F394.ashx https://www.dgs.ca.gov/-/media/CBAFDC111B6C43B09496B8391E11F394.ashx https://www.documents.dgs.ca.gov/DGS/FMC/GS/PD/GSPD05-106.pdf

11. Cost Sheet (Attachment B-1)

12. Full copy of CMAS agreement including base schedule and pricelist