P.O. Box 826880 • Sacramento CA 94280-0001 • www.edd.ca.gov

January 28, 2026

TO: PROSPECTIVE BIDDERS

SUBJECT: REQUEST FOR QUOTE (RFQ) No. 124842

Software Licenses, Plugins, and Support Services Term: April 1, 2026, through March 31, 2027

The Employment Development Department invites you to submit your quote for the above service in accordance with the attached specifications.

If you wish to submit a quote, see Instructions to Bidders. If you make any additions or modifications to the RFQ package, it may result in the rejection of your quote. EDD reserves the right to reject any or all quotes. Disabled Veteran Business Enterprise Participation and Incentive requirements are waived for this RFQ.

Bids must be fully received by the Contracts Services Group no later than:

February 13, 2026 by 5:00 PM PT

If you have any questions, please contact me at BOPSDContractsExternal@edd.ca.gov.

Cory Buttler Contract Analyst

Enclosures mailto:BOPSDContractsExternal@edd.ca.gov

Employment Development Department

1416 9th Street, MIC 62-C Sacramento, CA 95814

Request for Quote No. 124842

Bid Due Date: February 13, 2026 Time: 5:00 PM PT

Exhibit Pages

Instructions to Bidders

A Statement of Work Exhibit A-1, Add, Delete, Substitute Request Form…………………… 1

B Budget Detail and Payment Provisions Exhibit B-1, Cost Worksheet………………………….…………………. 1 Exhibit B-2, Work Authorization Process/Form…………..…………… 3 Exhibit B-3, Work Authorization Acceptance Form…….……………… 1

C Information Technology General Provisions – Cloud Computing Services*

D Special Terms and Conditions

E Protection of Confidentiality Attachment E-1, Vendor/Contractor Confidentiality Statement.……... 1 Exhibit E-2, Indemnity Agreement…………………………….………… 1 Exhibit E-3, Data Destruction Certification Form…………….………… 3

F Safeguarding Contract Language Administrative Requirements

G Safeguarding Contract Language for Technology Services

H Security and Data Protection

I Sample Standard Agreement, STD. 213

J Cost Proposal …………………………………………………………………… 4

Exhibit J-1, Cost Table…….……..……………………………………… 1

K Bidder Declaration

L Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions

M California Civil Rights Laws Certification……………………………………… 1

N Certification Regarding Lobbying……………………………………………… 3

O STD 204, Payee Data Record………………………………………………

P STD 205, Payee Data Record Supplement if applicable…………………... 2

*View at: https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation- Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP- Revised-02202025.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf

RFQ No. 124842

STATE OF CALIFORNIA

EMPLOYMENT DEVELOPMENT DEPARTMENT

INSTRUCTIONS TO BIDDERS

REQUEST FOR QUOTE (RFQ) REQUEST

1. Submission of Bids

a. Failure to read these instructions, the Specifications and the Terms and Conditions included in this bid package will be at the bidder's risk. Written instruction(s) regarding the submission of bids shall take precedence over any verbal instruction(s).

b. Bidders shall complete and return the RFQ Requirements Checklist, found on pages

11 through 12, and all supporting documents listed. NOTE: Bidders must complete and sign the certification regarding the Bidder Declaration.

c. The Contractor must be an Atlassian Partner, and must be listed at https://partnerdirectory.atlassian.com/.

d. Documents must be signed by an authorized representative of the bidder’s firm. The forms must be completed in ink or typewritten. If errors are made, they must be crossed out and corrections printed in ink or typewritten adjacent to error.

Corrections must be initialed in ink by person signing the bid forms.

e. The EDD reserves the right to reject any or all bids and may waive any immaterial deviation or defect in the bid. The EDD’s waiver of any immaterial deviation or defect shall in no way modify the solicitation documents, or excuse the bidder from full compliance with the solicitation specification if awarded the contract. The EDD is not required to award an agreement.

f. Bid packages must be received and time stamped in Contract Services Group no later than 5:00 PM PT on the bid due date of February 13, 2026. Signed copies of the sealed bid package are to be emailed to:

E-mail:

BOPSDContractsExternal@edd.ca.gov

FAX:

Faxed responses will not be accepted.

2. Online Small Business (SB) and Disabled Veteran Business Enterprise (DVBE)

Certification Process

California’s SB and DVBE firms can now file their applications and get certified online via the Department of General Services website at: https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-List-Folder/Register-Apply-or-Renew-a-Small- Business-and-Disabled-Veteran-Business-Enterprise. Small Businesses and DVBEs can access the numerous benefits that come along with certification in a more timely and efficient manner.

https://bizfileonline.sos.ca.gov/

3. Replacement of Disabled Veteran Business Enterprise Subcontractors

If for this Agreement, Contractor made a commitment to achieve Disabled Veteran Business Enterprise (DVBE) participation, then Contractor must within 60 days of receiving final payment under this Agreement (or within such other time period as may be specified elsewhere in this Agreement) certify in a report to the awarding department: (1) the total amount the prime Contractor received under the Agreement; (2) the name and address of the DVBE(s) that participated in the performance of the Agreement; (3) the amount each DVBE received from the prime Contractor; (4) that all payments under the Agreement have been made to the DVBE(s), and (5) the actual percentage of DVBE participation that was achieved. A person or entity that knowingly provides false information shall be subject to a civil penalty for each violation (Military & Veterans Code section 999.5(d)).

Contractor understands and agrees that should award of this Agreement be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid or offer, per Military and Veterans Code section 999.5(e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Department of General Services (DGS).

Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by contract amendment.

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

4. Award of Contract

a. Award of contract, if made, will be in accordance with the RFQ information on Evaluation to a responsible bidder whose bid complies with all the requirements of the RFQ documents and an addenda thereto, except for such immaterial defects as may be waived by the State.

Award, if made, will be made within forty-five (45) days after the scheduled date for Contract Award as specified in the RFQ; however, a bidder may extend the offer beyond 45 days in the event of a delay of contract award.

b. The State reserves the right to determine the successful bidder(s) either on the basis of individual items or on the basis of all items included in its RFQ, unless otherwise expressly provided in the State’s RFQ. Unless the bidder specifies otherwise in its bid, the State may accept any item or group of items of any bid. The State reserves the right to modify or cancel in whole or in part it’s RFQ.

c. Written notification of the State’s intent to award will be made to all bidders. If a bidder, having submitted a bid, can show that its bid, instead of the bid selected by the State, should be selected for contract award, the bidder will be allowed five (5) working days to submit a Notice of Intent to Protest, according to the instructions contained in the paragraph titled “Protests” of this RFQ.

d. Award will be made to the lowest responsible bidder meeting specifications and offering to supply the services described. The firm submitting the lowest responsible bid may be mailto:BOPSDContractsExternal@edd.ca.gov required to submit evidence that they have available, as needed, sufficient resources to provide the necessary equipment and personnel to enable them to meet the requirements of the Contract, and may also be required to furnish information as to their financial responsibility.

e. It is understood and agreed that following the award of the Contract, the successful bidder shall agree to comply with all Exhibits attached herein, and provide the required documents requested (i.e., bonds, insurance certificates, etc.) in order for the EDD to complete the execution of a Standard Agreement (STD. 213).

f. Small Business/Microbusiness (SB/MB) and Small Business/Nonprofit Veteran

Service Agency (SB/NVSA) Certification Preferences

1. SB/MB and SB/NVSA Certification Preferences are applicable to the award of this contract.

2. Certified SB/MB and SB/NVSAs may claim preference when submitting a bid on this contract. The preference is equal to five (5%) percent of the lowest responsible bid.

When the lowest responsible bid is not submitted by a certified small business, the preference becomes applicable. Please note that the preference is used for computation purposes only (to a maximum amount of $50,000) in determining the successful bidder. It does not alter the amount of the resulting contract.

3. To learn more about the SB/MB and SB/NVSA Preference Programs and how your business might qualify, contact the Office of Small Business and DVBE Services at

(916) 375-4940.

5. California Certified Small Business Subcontractor Preference

A five percent (5%) bid preference is available to a non-small business claiming twenty-five percent (25%) California certified small business subcontractor participation. If claiming the non-small business subcontractor preference, the bid response must include a list of the small business(es) with which you commit to subcontract in an amount of at least twenty-five percent (25%) of the net bid price with one or more California certified small businesses. Each listed certified small business must perform a “commercially useful function” in the performance of the contract as defined in Government Code, Section 14837(d)(4).

The required list of California certified small business subcontractors must be attached to the bid response and must include the following: 1) subcontractor name; 2) address; 3) phone number; 4) a description of the work to be performed and/or products supplied; 5) and the dollar amount or percentage of the net bid price (as specified in the solicitation) per subcontractor.

Bidders claiming the five percent (5%) preference must commit to subcontract at least twenty-five percent (25%) of the net bid price with one or more California certified small businesses. Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Services no later than 5:00 p.m. on the bid due date, and the Office of Small Business and DVBE Services must be able to approve the application as submitted. Questions regarding certification should be directed to the Office of Small Business and DVBE Services at (916) 375-4940.

6. Target Area Contract Preference Act (TACPA)

The TACPA preference will be available for this procurement. Bidders wishing to take advantage of this preference will need to review the following webpages and submit the appropriate response with the bid:

Target Area Contract Preference Act (TACPA) https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List- Folder/Request-a-Target-Area-Contract-Preference

Bidders wishing to take advantage of this preference are required to submit the following application/forms:

• TACPA Preference Request (STD 830)

• Manufacturer Summary of Contract Activities and Labor Hours (DGS/PD 526)

• Bidder’s Summary of Contract Activities and Labor Hours (DGS/PD 525)

7. Protests

a. Any bidder’s issues regarding solicitation requirements must be resolved (or attempts to resolve them must have been made) before a protest may be submitted according to the procedure below. These issues will first be resolved by the contact for the solicitation or if they result in a protest, the protest will be submitted to DGS Procurement Division Deputy Director to hear and resolve issues and whose decision will be final.

b. If a bidder has submitted a bid which it believes to be responsive to the requirements of the RFQ and to be the bid that should have been selected according to the evaluation procedures in the solicitation and the bidder believes the State has incorrectly selected another bidder for award, the bidder may submit a protest of the selection as described below. Protests regarding selection of the “successful bidder” will be heard and resolved by the Victim Compensation and Government Claims Board whose decision will be final.

c. All protests of award must be made in writing, signed by an individual authorized to bind the bidder contractually and financially, and contain a statement of the reason(s) for protest; citing the law, rule, regulation or procedure on which the protest is based. The protester must provide facts and evidence to support the claim. Protests must be mailed or delivered to:

Street and Mailing Address:

Deputy Director

Procurement Division 707 Third Street, Second Floor South

West Sacramento, CA 95605 Facsimile No.: (916) 375-4611

d. All protests to the RFQ or protests concerning the evaluation, recommendation, or other aspects of the selection process must be received by DGS Procurement Division Deputy https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Request-a-Target-Area-Contract-Preference https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Request-a-Target-Area-Contract-Preference

Director as promptly as possible, but not later than the date indicated in the Notification of Intent to Award. Certified or registered mail must be used unless delivered in person; in which case the protester should obtain a receipt of delivery.

8. Rejection of Bids

a. If the bid is received after the exact time and date as stipulated in the bid package, the bid shall be rejected.

b. If it is found that a bidder is not responsible (i.e., has not paid taxes; has no business license; has submitted a bid when the bidder’s license is suspended on the bid due date and/or award of the contract, or during the proposed term of the Agreement;

submitted a bid without an authorized signature; falsified any information in the proposal package or has provided poor performance on a previous contract with EDD, etc.), the bid/proposal shall be rejected.

c. If it is found, upon license verification with the Contractor's State Licensing Board, that a bidder's license is suspended on the bid due date and/or award of the contract, or during the proposed term of the Agreement, the proposal shall be considered nonresponsive and shall be rejected.

d. The EDD reserves the right to reject any and all bids, and to waive any immaterial deviation or defect in the bid. The EDD’s waiver of any immaterial deviation or defect shall in no way modify the bid document or excuse the bidder from full compliance with the solicitation document specifications if awarded a contract.

9. Tie Bids

In the event of a tie between two bidders, a coin toss will be used to determine the winner.

Any coin toss shall be observed by witnesses, and the tied bidders would be invited to have representatives present.

10. Subcontractors

No subcontracting will be allowed to circumvent competitive bidding. A certified Small Business/Microbusiness, Small Business/Nonprofit Veteran Service Agency or a certified Disabled Veteran Business Enterprise will only be permitted to subcontract in order to meet Department requirements and/or preferences. The subcontracting services and amount shall not exceed 45 percent (45%) of the bid. The Contractor shall be solely responsible for fulfilling the requirements of the bid. If it is anticipated that subcontractors will be used, the bid must include the name(s) of person(s) or firm(s), and must specify the portions and monetary percentages of the work to be done by them.

11. Subcontractors Substitution

If EDD gives written approval to subcontract, the Public Contract Code, Section 4107 authorizes an awarding authority to consent to substituting a subcontractor when the subcontractor listed in the bid fails or refuses to execute a written contract for the Scope of Work specified in the subcontractor's bid, and at the price specified in the subcontractor's bid.

12. Disposition of Bids

All material submitted in response to this bid package will become the property of EDD and will become a public record after Award.

13. Conditions and Commitment

By signing and submitting a bid package, the bidder acknowledges it has read, understood, and agrees to the following provisions:

a. Department of General Services Procurement Division, INFORMATION

TECHNOLOGY - GENERAL PROVISIONS CLOUD - COMPUTING SERVICES, DGS

PD 402-ITGP (Cloud), available for viewing at: https://www.dgs.ca.gov/- /media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General- Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf.

GSPD-451 Bidder Instructions available for viewing at:

http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/DGSPD%20451.pdf

b. Performing a Commercially Useful Function:

In accordance with Government Code Section 14837 and Military and Veterans Code, Section 999 all certified SB/MB or DVBE contractors, subcontractors and suppliers that bid on or participate in a state contract, regardless of whether it is a verbal or written solicitation must perform a Commercially Useful Function (CUF).

A certified SB/MB or DVBE is deemed to perform a CUF if the business does all of the following:

• Is responsible for the execution of a distinct element of the work of the contract.

• Carries out its obligation by actually performing, managing, or supervising the work involved.

• Performs work that is normal for this business services and functions.

• Is responsible, with respect to products, inventories, materials, and supplies required for the contract, for negotiating price, determining quality and quantity, ordering, installing, if applicable, and making payment.

• Is not further subcontracting a portion of the work that is greater than that expected to be subcontracted by normal industry practices.

c. Payee Data Record, STD. 204

California Revenue and Taxation Code, Section 18646 requires state agencies to file information tax returns (IRS Form 1099) for certain types of payments made to vendors. The successful bidder will be required to complete and submit a Payee Data Record, STD. 204 to EDD before processing payment for services. Upon completion of the work in a manner satisfactory to EDD, EDD agrees to make payments in accordance with the contract provisions.

https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/DGSPD%20451.pdf

d. California Taxpayer and Shareholder Protection Act of 2003

This solicitation and any resulting contract are subject to all requirements as set forth in the California Public Contract Code, Section 10286 which includes, but is not limited to, providing written submission of a declaration stating that the supplier is eligible to contract with the State of California pursuant to statutory requirements.

Failure of the supplier to comply with and provide information, when requested by the awarding department within the time indicated, will cause the supplier's bid response to be considered nonresponsive and their bid will be rejected.

e. Registered To Do Business In California

Corporations, Limited Liability Companies (LLCs), and Limited Partnerships (LPs) must be registered with the California Secretary of State to be awarded a contract.

The Secretary of State Certificate of Status must be included with the bid. The Secretary of State may be contacted as follows:

California Secretary of State

Division of Corporate Filing and Services 1500 Eleventh Street, Third Floor

Sacramento, CA 95814-5701 Certification Unit: (916) 657-5251

Required document(s) may also be obtained at the following website:

https://bizfileonline.sos.ca.gov/

f. Prohibition of Tax Delinquents from Contracting

The State of California is prohibited from entering into any contracts for the acquisition of goods and services with persons whose name appears on either list of the 500 largest tax delinquencies pursuant to Section 7063 or Section 19195 of the Revenue and Taxation Code. Reference also Public Contract Code Section 10295.4.

Bidder certifies that it is not included on the California Department of Tax and Fee Administration list at: https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm or the Franchise Tax Board list at: https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html.

g. Negotiating State Contracts

This solicitation and any resulting contract shall be subject to all requirements set forth in California Public Contract Code, Section 6611. The Department of General Services may negotiate contracts for goods, services, information technology and telecommunications if it is determined to be in the state's best interest.

h. Loss Leader

It is unlawful for any person engaged in business within this state to sell or use any article or product as a “loss leader” as defined in California Business and Professions Code Section 17030.

i. Declaration Forms

All bidders must complete the Bidder Declaration GSPD-05-105 and include it with the bid response.

Bidders who have been certified by California as a Disabled Veteran Business Enterprise Declaration (DVBE) (or who are bidding rental equipment and have obtained the participation of subcontractors certified by California as a DVBE must also submit a completed form(s) STD. 843 (Disabled Veteran Business Enterprise Declaration).

All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form(s). The completed form should be included with the bid response. At the State’s option prior to award, bidders may be required to submit additional written clarifying information. Failure to submit the requested written information as specified may be grounds for bid rejection.

j. Insurance Requirement

The Contractor agrees the insurance herein provided for shall be in effect at all times during the term of this Agreement. In the event said insurance coverage expires at any time during the term of this Agreement, the Contractor agrees to provide at least 30 days prior to said expiration date, a new certificate of insurance evidencing insurance coverage as outlined below for not less than the remainder of the term of this Agreement, or for a period of not less than one year. New certificates of insurance are subject to the approval of the Department of General Services, and the Contractor agrees that no work or services shall be performed prior to the giving of such approval.

In the event the Contractor fails to keep in effect at all times insurance coverage as herein provided, the EDD may, in addition to any other remedies it may have, terminate this Agreement upon the occurrence of such event. The Contractor shall provide written notice to the EDD within five (5) business days of any cancellation, non-renewal, or material change that affects required insurance coverage.

The Contractor shall display evidence of the following coverage on an ACORD certificate:

i. General Liability Insurance – The Contractor shall furnish to the EDD a certificate of insurance prior to commencement of work stating there is general liability insurance in effect for the Contractor in an occurrence form with limits not less than $1,000,000 per occurrence for bodily injury and property damage combined.

https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html http://kepler.sos.ca.gov/ http://www.boe.ca.gov/cgi-bin/deliq.cgi

The certificate of insurance must include the following provision stating:

“The State of California, its officers, agents, employees and servants are included as additional insured, but only with respect to work performed for the EDD under this Contract.” The additional insured endorsement must accompany the certificate.

ii. Workers' Compensation and Employer’s Liability Insurance - The Contractor shall furnish to the EDD a certificate of insurance evidencing Workers’ Compensation and Employers Liability Insurance presently in effect with limits not less than $1,000,000 by an insurance carrier licensed to write Workers' Compensation insurance in California. Such certificate shall include the name of the carrier and the policy inception and expiration dates. If the Contractor is self-insured for Workers’ Compensation, a certificate must be presented evidencing Contractor is a qualified self-insurer in the State of California.

iii. Automobile Liability Insurance, if applicable - The Contractor shall furnish to the EDD a certificate of insurance evidencing automobile liability insurance presently in effect for the Contractor of not less than $1,000,000 per accident while utilizing a motor vehicle in the performance of this Contract. Such insurance shall cover liability arising out of a motor vehicle including owned, hired and non-owned motor vehicles.

iv. Environmental Liability Insurance, if applicable – The Contractor and any subcontractors shall furnish to the EDD a certificate of insurance evidencing environmental liability insurance presently in effect for the Contractor of not less than $1,000,000 per occurrence for bodily injury, property damages and costs incurred for clean-up and removal of substances causing pollution conditions.

This requirement can also be met by securing one of the following: (1) an endorsement to the Contractor’s general liability insurance overriding the general liability pollution exclusion or; (2) an endorsement evidencing pesticide/herbicide coverage afforded to the Contractor’s general liability policy.

k. Iran Contracting Act Certification, if applicable

Pursuant to the Iran Contracting Act of 2010 (P.C.C. sections 2200 - 2208 are “the Act”), vendors are ineligible to bid on, submit a bid for, enter into, or renew any contract with the State for goods or services of one million dollars ($1,000,000) or more if the vendor engages in investment activities, in Iran, as defined in the Act.

Bidder certifies that it is not on the current list of Entities Prohibited from Contracting with Public Entities in California per the Act found at:

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division- Resources-List-Folder/List-of-Ineligible-Businesses

l. California Public Records Act (PRA)

Upon award, all documents and information therein, submitted in response to this RFQ become property of the State of California and will be regarded as public records under the Public Records Act, pursuant to Government Code section 7920.000, et seq.

m. 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.

n. GenAI Technology:

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.

The Bidder / Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term “materially impacts” shall have the meaning set forth in State Administrative Manual (SAM) § 4986.2 Definitions for GenAI.

Failure to report GenAI to the State may result in disqualification. The State reserves the right to seek any and all relief to which it may be entitled to as a result of such non-disclosure.

Upon notification by a Bidder / Offeror of GenAI as required, 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.

Government Code 11549.64 defines “Generative Artificial Intelligence (GenAI)” as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system’s training data.

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses

RFQ REQUIREMENTS CHECKLIST

Please complete the checklist below to confirm that all items are contained with the Bid. Place a check mark () next to each item being submitted. For the Bid to be responsive, the checklist and all required documents must be submitted from the list below, and the certification regarding the Bidder Declaration must be signed.

The Bid must contain: Each required supporting document and a completed Requirements Checklist sheet.

The need to verify that all required documentation is submitted with the Bid cannot be overemphasized as failure to submit all completed documents referenced on this checklist may cause the Bid to be rejected.

CHECK

() #REFERENCE DOCUMENT NAME / DESCRIPTION REQUIRED

Exhibit J Cost Proposal YES Exhibit J-1 Cost Table YES Exhibit K Bidder Declaration YES

Exhibit L Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier

Covered Transactions

YES

Exhibit M California Civil Rights Laws Certification YES Exhibit N Certification Regarding Lobbying YES Exhibit O STD 204 Payee Data Record YES

Exhibit P STD 205 Payee Data Record Supplement YES, if applicable

Secretary of State Certification of Status

(https://bizfileonline.sos.ca.gov/) YES

The bidder acknowledges it has read, understood, and agrees to the following:

INFORMATION TECHNOLOGY - GENERAL

PROVISIONS CLOUD - COMPUTING SERVICES,

DGS PD 402-ITGP (Cloud) (https://www.dgs.ca.gov/-

/media/Divisions/PD/Acquisitions/Solicitation- Document-Attachments/IT-General-Provisions-

Cloud-DGS-PD-402ITGP-Revised-02202025.pdf)

BIDDER INSTRUCTIONS, GSPD-451

(http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/

DGSPD%20451.pdf)

YES

(CONTINUED ON FOLLOWING PAGE)

RFQ REQUIREMENTS CHECKLIST

(Continued)

The following document(s) are due upon award:

Copy of Vendor’s Insurance Certificates and Additional Insured Endorsement(s)

Statement of Economic Interests (Form 700) from each consultant providing work under the contract

(http://www.fppc.ca.gov/Form700.html)

I, ______, hereby certify under penalty of perjury that I have read and understood the Bidder Declaration Form (GSPD-05-105), and that the information provided in this quote is true and correct.

(Signature of representative/date)

EXHIBIT A

STATEMENT OF WORK

1. BACKGROUND

The Employment Development Department (EDD) in California has one of the nation's largest public benefit systems with over 21 million claimants and 63 million claims being filed for Unemployment Insurance (UI), Disability Insurance (DI), and Paid Family Leave (PFL) over the past decade. The EDD delivered unprecedented levels of benefits to Californians during the last three (3) years, paying over $180 billion in unemployment insurance benefits. These unprecedented levels tested every benefit system in the country and pushed capabilities to their limits, exposing the need to engage customers directly to design better systems and modernize operations.

The EDD is modernizing all UI, DI, and PFL business program operations and their related systems using a Hybrid Agile Framework. This modernization effort is called EDDNext.

2. PURPOSE

The EDD has established Jira, Confluence and Atlassian analytics as tools to implement the Agile methodology as part of the Sprint Execution within the Hybrid Agile Framework (HAF) for EDDNext. This Agreement will provide licenses and support services to maintain and expand existing design, and configuration for the entire Atlassian platform. NOTE: The Contractor must be an Atlassian Partner, and must be listed at https://partnerdirectory.atlassian.com/.

3. PERIOD OF PERFORMANCE

The term of this Agreement shall begin on the date specified on the STD 213 cover page, or upon approval, and end 12 months later.

The optional licenses and/or plugins shall begin on the date approved by the EDD and co-termed to end by the Agreement term end date.

The Contractor shall not deliver or commence performance of services under this Agreement until it has received written direction to do so from the EDD. Any services provided prior to direction from the EDD shall be considered voluntary on the part of the Contractor.

4. AMOUNT OF AGREEMENT

The total cost of this Agreement is the amount contained on the STD 213. Cost details are located on Exhibit B-1: Cost Worksheet. In no event shall the total amount of the Agreement exceed the amount contained on the STD 213 cover page, and there is no obligation on the part of the EDD to utilize the entire amount. The total Agreement amount, including extensions, shall not exceed the threshold total of TBD.

5. WORK LOCATION/HOURS

All the Contractor work shall be performed remotely, and the proposed Contractor staff shall be based in the United States. In the event onsite services are required, the State will provide advance notice to the Contractor to perform work at the address below.

CButtler Cross-Out

Employment Development Department 10969 Trade Center, Rancho Cordova, CA, 95670

The Consultant(s) shall provide services, as described in this Statement of Work (SOW), during business hours. Core business hours are 8 a.m. to 5 p.m. The Consultant may be required to provide support beyond the normal core business hours of Monday through Friday, as needed, with the exception of State holidays, unless specifically requested by the EDD, and all other hours as required to successfully provide services described in this SOW. Offshoring of work performed under this Agreement is prohibited.

6. REQUIRED LICENSES AND/OR PLUGINS

QTY Unit Item Description Term Dates MFG #

1 EA

Atlassian Guard Annual Standard: Up to1200 Users

12 MONTHS ATL-ACCESS-1200

1 EA

Jira Annual Enterprise Software (Cloud) Enterprise User Tier: Up to1200 Users

12 MONTHS ATL-JIRACLP-1200

1 EA

Confluence Annual (Cloud) Enterprise-User Tier: Up to 1200 Users

12 MONTHS ATL-CONCLS-1200

1 EA

Draw.io Diagrams | UML, BPMN, AWS, ERD, &

Flowcharts app ANNUAL Standard, up to 1200 users

12 MONTHS ATL-MP-DRAWIO-1200

1 EA

Requirements & Test Management for Jira Cloud (RTM) Annual Advanced: Up to 1200 Users

12 MONTHS

ATL-MP- REQUIREMENTSJC-

7. OPTIONAL LICENSES AND/OR PLUGINS

The EDD may require additional required Jira or Confluence licenses at a monthly prorated cost at the time of purchase. A work authorization will be required to add the optional licenses and/or plugins and cannot exceed the amount listed in Exhibit B-1 Cost Worksheet.

Atlassian Marketplace htts://marketplace.atlassian.com/search Additional licenses shall not exceed $100,000.00

The EDD may require additional Marketplace plugin licenses available through the Atlassian Marketplace, that will help enhance the functionality of Jira and Confluence. When required, the Contractor is responsible for purchasing and providing the EDD with the applicable plugins and/or licenses, pro-rated at the current rate of purchase. A work authorization will be required to utilize the optional licenses and/or plugins. Any licenses and/or plugins must be assigned to the EDD.

Any licenses and/or plugins will be prorated from the date of receipt and be co-termed to end by the Agreement term end date with acceptance by the EDD.

https://marketplace.atlassian.com/search

8. TRANSITION OF OPERATION TO STATE

The Contractor shall provide support for transition and close out of Project Activities agreed to under this Contract. The Contractor will continue to provide Maintenance and Operational support for the software throughout the life of the contract. The Contractor shall work collaboratively with the EDD to ensure a smooth transition of services as required within the final six (6) months of the contract term.

The Contractor shall provide requested project artifacts, reports, responses to inquiries, and other information as requested by the State pertaining to delivery of all services specified in the Contract.

The Contractor shall collaborate with the State to ensure the State is able to validate that software is operational at the time of transition.

The Contractor shall ensure and verify that all State-owned data is deleted from all the Contractor systems or instances no later than the last day of the Contract, including but not limited to user, provider, recipient, and other EDD data.

The Transition Period may be modified in the SOW or as agreed upon in writing by the parties in a contract amendment. The Contractor agrees to compensate the State for damages or losses the State incurs as a result of the Contractor’s failure to comply with this section in accordance with the Limitation of Liability provision set forth in the Information Technology – General Provisions Cloud Computing Services.

9. SUPPORT SERVICES (2000 hours - Time and Materials)

Support services will be on an as-needed basis that is initiated by the EDD using the process described in Section 12. Work Authorization and Acceptance. Support services hours may not exceed the hours and rates defined on Exhibit B-1: Cost Worksheet.

1. Support services support will include services to assist in the entire Atlassian platform and may include:

a. Configure enterprise advanced admin controls.

b. New configuration updates. Includes, but is not limited to:

• Custom fields

• Workflows

• Issue Types

• Screens

• Boards

• Permissions

c. Design, implementation, and training of minor new features that are either newly released or previously unused.

• Maintaining dashboards and reports

• Ensuring data sources are connected and refreshed

• Responding to ad hoc reporting requests

d. Enhancements identified as beneficial to the EDD or requested by users.

e. Automation rule creation and edits.

f. Reports and Dashboard creation and updates.

g. Plugins configurations.

h. Configure system integrations.

i. Data migration Consulting.

j. Training documentation updates and ongoing training sessions.

k. Advisory consulting on Atlassian Best Practices.

l. General technical support.

m. Knowledge transfer to EDD staff

10. CONTRACTOR STAFF MANDATORY QUALIFICATIONS

All Contractor staff performing services under this Agreement must meet the following qualifications:

a) A minimum of two (2) years of full-time equivalent (FTE) experience providing setup, configuration, and training support services for Atlassian software tools that include, at a minimum, Jira and Confluence.

b) Possess Jira clouds professional certificate(s) for Atlassian software tools that include, at a minimum, Jira and Confluence.

c) Must be located in the USA.

d) Must be employed by an Atlassian Partner.

11. KEY PERSONNEL AND STAFF CHANGES

1. The Contractor must commit to the continuing availability and participation of the staff filling the Key Personnel and staff roles, to the extent of the Contractor’s control, for the duration of the Project. Except in the case of a leave of absence, sickness, death, termination or resignation of employment or association, or other circumstances outside the reasonable control of the Contractor, the individuals designated to fill any of the Key Personnel roles in the Contractor’s solicitation response shall not be removed by the Contractor from performing their assigned tasks without the prior written approval of the State. The EDD recognizes that a resignation or other events may cause the Contractor project team members in various roles to be unavailable. The EDD shall approve or deny all of the Contractor’s proposed replacement members designated to fill any one of the Key Personnel roles. All key staff and proposed replacement staff must meet the qualifications with the skills and experience as state in this Agreement.

2. The Contractor must obtain prior approval in writing from the EDD Contract Manager via Exhibit A-1: Add, Delete, or Substitute Staff Request Form before attempting to change, add, or remove key staff. This includes substitutions made between submission of the change and the actual start of the project, as well as staffing changes that may occur during the course of the Agreement.

3. The EDD reserves the right at its sole discretion to require the Contractor to replace any assigned staff, key staff or additional staff, at any time for reasons that may include, but are not limited to, poor performance, lack of experience, or unprofessional behavior / harassment in the workplace (subject to compliance with applicable law and departmental policies). The EDD shall be allowed to interview proposed resources, verify references, qualifications, and resumes. The EDD will notify the Contractor in writing when exercising that right. The Contractor, within thirty (30) State business days of such notification, shall provide a replacement candidate that meets or exceeds the requirement within this SOW.

a. The EDD shall approve all staff prior to start of any work.

4. The Contractor must submit, for consideration of any replacement staff, the resume and/or certificates.

5. The Contractor is fully responsible for all necessary staffing resources to successfully complete the tasks, deliverables, and post implementation support as outlined within the SOW.

6. The EDD reserves the right to approve or deny any or all replacement project team members assigned by the Contractor to this project. If any of the proposed replacement staff are rejected and a qualified replacement is not provided to the EDD for approval within fifteen

(15) State business days of the rejection, the Contractor will be in material breach of the Agreement unless the EDD provides an extension in writing before the deadline is exceeded.

The EDD shall not compensate the Contractor for any time or effort required to prepare a new staff member for performing tasks and deliverables.

7. The total amount of the Agreement shall not increase based on the addition of the Contractor personnel. The Exhibit A-1: Add, Delete, or Substitute Staff Request Form will be utilized to add, delete, or substitute Contractor's staff.

8. The EDD recognizes that changes to Subcontractor(s) may be necessary and in the best interests of the EDD; however, advance notice of the proposed change and the reasons for such change must be made to the EDD no less than ten (10) State business days prior to the existing Subcontractor’s termination. If this should occur, the Contractor should be aware that the Contract Manager or designee must approve any changes to the Subcontractor(s) prior to the termination of the existing Subcontractor(s) and retention of the new Subcontractor(s). This also includes any changes made between submittal of the Proposal and actual start of the Agreement. All replacement Subcontractor(s) must meet all minimum requirements within the SOW and the resulting Agreement.

12. WORK AUTHORIZATION AND ACCEPTANCE

Prior to starting services found in Section 9 Support Services and Section 7 Optional Licenses And/Or Plugins, the Contractor shall complete Exhibit B-2: Work Authorization (WA) and submit to the EDD Contract Manager for review and approval. This review and approval process can be found in Section 13. Acceptance or Rejection Process. All WA’s must be agreed upon and must be signed by the Contractor and Contract Manager prior to starting work.

The WA establishes that the State and Contractor have a common understanding of the scope, schedule, format, content (depth and breadth), estimated hours per task by staff member and acceptance criteria of services required prior to the Contractor beginning work. The State and Contractor will define and develop acceptance criteria and these tasks shall be assigned to the Contractor, including specific, measurable success factors, to be set forth in the WA. The tasks and any potential services must be listed in the WA form. The WA details Contractor services required to meet scope objectives.

It is understood and agreed by both parties to this Agreement that all terms and conditions of this Agreement shall remain in force with the inclusion of any such WA.

If, in the performance of the work, the Contractor determines that the work approved through the WA cannot be accomplished within the estimated work hours, the Contractor will immediately notify the State’s Contract Manager in writing of the Contractor's estimate of the additional hours to complete the work in full. Upon receipt of such notification, the State may:

1. Alter the scope of the WA in order to define tasks that can be accomplished within the remaining estimated work hours by issuance of an approved WA amendment, or

2. Terminate the WA.

Upon completion of each WA, the Contractor shall complete Exhibit B-2: Work Authorization Acceptance (WAA), and submit to the EDD Agreement Manager for review with the following:

The approved WA associated with this WAA Completed deliverables/tasks per approved WA

This review and approval process for the WAA will follow Section 13. Acceptance or Rejection Process.

13. ACCEPTANCE OR REJECTION PROCESS

It shall be the EDD's sole determination as to whether project tasks/deliverables identified in this Agreement have been successfully completed and acceptable to the EDD. The following process must be followed for reviews and approvals of WA/WAA:

1. The Contractor will develop and submit applicable WA/WAA to the EDD Contract Manager for review and approval.

2. The EDD Contract Manager will complete review of the WA/WAA within five

(5) State business days upon receipt from the Contractor.

3. The EDD Contract Manager will notify the Contractor that the WA/WAA is approved or, if unacceptable, a request for changes or corrections is required.

4. If the WA/WAA is unacceptable, the Contractor will, within five (5) State business days after initial problem notification, provide a revised and updated WA/WAA.

5. Upon the Contractor submission to the EDD Contract Manager of revised/corrected WA/WAA, the EDD Agreement Manager will complete review within five (5) State business days and provide approval.

a. If the WA/WAA remains unacceptable to the EDD Contract Manager, the Problem Escalation Process in Section 14. Escalation Process will be followed.

6. Timeframes within this process may be modified by mutual agreement between the EDD and the Contractor.

14. ESCALATION PROCESS

The parties acknowledge and agree that certain technical and/or project-related problems or issues may arise, and that such matters shall be brought to the State’s attention. Problems or issues shall normally be reported in regular status reports or meetings. However, there may be instances where the severity of the problem justifies escalated reporting. To this extent, the EDD Contract Manager shall determine the severity level, and notify the appropriate State staff, as set forth below. The State staff are notified, and the time period taken to report the problem or issue shall be at a level commensurate with the severity of the problem or issue. The State personnel include, but are not limited to, the following:

1. First level, the EDD Contract Manager

2. Second level, the EDD Division Chief

15. SECURITY (ONLY IF ONSITE ACCESS IS NEEDED)

The Contractor shall supply the respective EDD Contract Manager with the names of the staff who are assigned to this project and will need access to the EDD facilities. The Contractor shall notify the EDD Product Administrator of all changes, as soon as is practical. The EDD shall issue identification (ID) badges to each staff to allow them access to those areas of the building where they will be performing services. These ID badges are the property of the EDD and the staff must surrender them when they leave the project(s) or at the end of the term.

The…