EDD_Request_for_Quote_130123.pdf

July 23, 2026

TO PROSPECTIVE BIDDERS

SUBJECT: REQUEST FOR QUOTE (RFQ) No. 130123

Online/Virtual Information Technology (IT) Training Courses

Term: September 15, 2026 through September 14, 2029

The Employment Development Department (EDD) invites you to submit your bid for the above service in accordance with the attached Statement of Work.

If you wish to bid, see Instructions to Bidders. If you make any additions or modifications to the RFQ package, it may result in the rejection of your bid. The EDD reserves the right to reject any or all bids. The Disabled Veteran Business Enterprise (DVBE) Participation Requirement is waived for this RFQ. The DVBE Incentive is available to potential bidders. Please see the Instructions to Bidders for more details.

Bids must be received, and date stamped in the Contracts Services Group no later than:

August 12, 2026 by 5:00 p.m. (PT)

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

/s/ Cory Buttler Contract Analyst

Enclosures mailto:Cory.Buttler@edd.ca.gov

Employment Development Department 1416 9th Street, MIC 62-C

Sacramento, CA 95814

Request for Quote No. 130123

Bid Due Date: August 12, 2026 Time: 5:00 PM PT

Exhibit Pages

Instructions to Bidders ................................................................................ 1 - 10

A Statement of Work ..................................................................................... 11 - 14 Exhibit A-1, State of California Holiday Schedule……………………… 15

B Budget Detail and Payment Provisions ...................................................... 16 - 17 Exhibit B-1, Course List and Costs………………….………………….. 18 - 19

C Information Technology General Provisions – Non-Cloud Goods and Services*…………………………………………………………………….. 20

D Special Terms and Conditions.................................................................... 21 - 22

E Sample Standard Agreement, STD. 213 .................................................... 23 - 24

Attachment Pages

1 Cost Proposal ………………………………………………………………….. 25 - 28

2 Cost Table…………………..…….……..…………………………………….… 29 - 30

3 Bidder Declaration ...................................................................................... 31 - 32

4 Certification Regarding Debarment, Suspension, Ineligibility and Voluntary Exclusion Lower Tier Covered Transactions .............................. 33 - 34

5 California Civil Rights Laws Certification……………………………………… 35

6 Certification Regarding Lobbying……………………………………………… 36 - 38

7 STD 204, Payee Data Record……………………………………………….... 39 - 40

8 STD 205, Payee Data Record Supplement (if applicable)…………………. 41 - 42

*View at: https://www.dgs.ca.gov/~/media/Divisions/PD/Acquisitions/Solicitation- Document-Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP- Revised-02202025.pdf https://www.dgs.ca.gov/%7E/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/%7E/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/%7E/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP-Revised-02202025.pdf

RFQ No. 130123

STATE OF CALIFORNIA

EMPLOYMENT DEVELOPMENT DEPARTMENT

INSTRUCTIONS TO BIDDERS

Request for Quote (RFQ) No. 130123

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 page 10, and all supporting documents listed.

c. 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.

d. 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.

e. Bid packages must be received and time stamped in Contract Services Group no later than 5:00 p.m. (PT) on the bid closing date of August 12, 2026. Signed copies of the sealed bid package are to be mailed or delivered to:

E-mail Delivery:

BOPSDContractsExternal@edd.ca.gov

FAX:

Faxed responses will not be accepted.

Bids received and time stamped after 5:00 p.m. (PT) on the bid closing date of August 12, 2026, will be considered "late", disqualified and will be returned to sender.

2. Key Action Dates

Action Date Release RFQ July 23, 2026 Deadline to Submit Questions July 28, 2026 by 5:00 PM PT Response to Questions July 30, 2026 by 5:00 PM PT Bids Due August 12, 2026 by 5:00 PM PT Intent to Award Week of August 17, 2026 Contract Commencement September 15, 2026, or upon final approval mailto:BOPSDContractsExternal@edd.ca.gov

3. 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/Apply-for-or-Re-apply-as-Small- Business-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.

4. Replacement of Disabled Veteran Business Enterprise Subcontractors

If for this Agreement, the Contractor made a commitment to achieve Disabled Veteran Business Enterprise (DVBE) participation, then the 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)).

The 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 the 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 (P.C.C.) section 10115.10 or P.C.C. § 4110 (applies to public works only).

5. Award of the Agreement

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.

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

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 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

A SB/MB and SB/NVSA Certification Preferences are applicable to the award of this Contract.

(1) Certified SB/MB and SB/NVSAs may claim preference when submitting a bid on this

Contract. The preference is equal to five percent (5%) 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.

(2) 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.

g. 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.

h. DVBE Bid Incentive

In accordance with Section 999.5(a) of the Military and Veterans Code, an incentive will be given to bidders who provide DVBE participation. For evaluation purposes only, the EDD shall apply an incentive to bids that propose California certified DVBE participation as identified on the Bidder Declaration DGS PD-05-105, (located elsewhere within the solicitation document) and confirmed by the EDD. The incentive amount for awards based on low price will vary in conjunction with the percentage of DVBE participation. The following percentages will apply for awards based on low price.

Confirmed DVBE Participation of: DVBE Incentive:

5% or Over 5%

4% to 4.99% inclusive 4%

3% to 3.99% inclusive 3%

2% to 2.99% inclusive 2%

1% to 1.99% inclusive 1%

As applicable:

(1) Awards based on low price - the net bid price of responsive bids will be reduced (for evaluation purposes only) by the amount of DVBE incentive as applied to the lowest responsive net bid price. If the #1 ranked responsive, responsible bid is a California certified small business, the only bidders eligible for the incentive will be California certified small businesses. The incentive adjustment for awards based on low price cannot exceed 5% or $100,000, whichever is less, of the #1 ranked net bid price. When used in combination with a preference adjustment, the cumulative adjustment amount cannot exceed $100,000.

(2) Awards based on highest score - the solicitation shall include an individual requirement that identifies incentive points for DVBE participation.

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. Rejection of Bids

a. If the bid is received after 5:00 p.m. (PT) on the due date of August 12, 2026 as stipulated in the bid package, the bid shall be rejected and returned to sender.

b. If it is found that a bidder is not responsible (i.e., has not paid taxes; has submitted a bid when the bidder’s license is suspended on the date of the bid opening 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 the 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 date of the bid opening 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.

8. 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. Location and time will be announced to all bidders.

9. 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 25 percent (25%) 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.

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

10. Subcontractors Substitution

If EDD gives written approval to subcontract, 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.

11. Disposition of Bids

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

12. 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 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.

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 NON-CLOUD GOODS & SERVICES, DGS PD 403-ITGP (Non- Cloud), available for viewing at:

https://www.dgs.ca.gov/~/media/Divisions/PD/Acquisitions/Solicitation-Document- Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP-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

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 the EDD before processing payment for services. Upon completion of the work in a manner satisfactory to the EDD, the EDD agrees to make payments in accordance with the contract provisions.

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 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:

https://www.dgs.ca.gov/%7E/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/%7E/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP-Revised-02202025.pdf http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/DGSPD%20451.pdf

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 to P.C.C. § 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/tax-news/may-2021/top-500-delinquent-taxpayer-list.html

g. 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.

h. 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.

i. 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 6250, et seq.

https://bizfileonline.sos.ca.gov/ https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm https://www.ftb.ca.gov/about-ftb/newsroom/tax-news/may-2021/top-500-delinquent-taxpayer-list.html https://www.ftb.ca.gov/about-ftb/newsroom/tax-news/may-2021/top-500-delinquent-taxpayer-list.html https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf http://www.boe.ca.gov/cgi-bin/deliq.cgi https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

j. 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, the Contractor represents that it is not a target of Economic Sanctions. Should the state determine the 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 EDD.

k. Generative Artificial Intelligence (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.

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 section 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.

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. Offers must be submitted electronically via email or delivered by mail prior to the closing of the solicitation.

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

Attachment 1 Cost Proposal YES Attachment 2 Cost Table YES Attachment 3 Bidder Declaration

(Must complete all relevant sections to the prime and subcontractors including page numbers, located in the bottom right-hand corner)

YES

Attachment 4 Certification Regarding Debarment, Suspension Ineligibility and Voluntary Exclusion Lower Tier Covered

Transactions

YES

Attachment 5 California Civil Rights Laws Certification YES

Attachment 6 Certification Regarding Lobbying YES Attachment 7 STD 204 Payee Data Record YES Attachment 8 STD 205 Payee Data Record Supplement

(if applicable)

YES

Secretary of State Certification of Status

I, ______________________, hereby certify under penalty of perjury that I have carefully read, reviewed, and fully completed all documents required in connection with this Request for Quote. I affirm that I understand the requirements and conditions set forth in the specifications and agree to provide the requested goods and/or services at the cost specified in the cost proposal. I further certify that all bid documents, responses, and information submitted by me, or on behalf of the bidder, are complete, accurate, and provided in good faith.

(Signature of representative/date)

EXHIBIT A

STATEMENT OF WORK

(Standard Agreement)

1. PURPOSE

The purpose of this contract is to acquire "as needed" online/virtual training courses for the Employment Development Department (EDD) employees located statewide. The technical training, on-demand training, and training subscriptions are necessary for educating staff that have differing levels of knowledge within their roles and require specific courses that will enhance the department's ability to adopt and use advancements in technology.

This will ensure that EDD employees are prepared to aid the department's immense customer base in the most efficient ways possible.

2. PERIOD OF PERFORMANCE

The term of this Contract shall begin on the date specified on the STD 213 cover page, or upon approval, and end 36 months later.

The Contractor shall not deliver or commence performance of services under this Contract 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.

3. AMENDMENTS

The State may, at its sole discretion, elect to amend to increase funding. Amendments may also be used to allow the EDD Information Technology Branch (ITB) to purchase courses outside the contracted list if needed, after being agreed upon and approved by the EDD.

The Contract term may be extended for 2 additional 12-month periods for time and/or funds only. All amendments with funds shall be processed utilizing the original rates evaluated in Exhibit B-1, Course list and Costs, and shall not be denied by the Contractor.

The State is not obligated to use any or all of these options.

4. AMOUNT OF CONTRACT

The total cost of this Contract is the amount contained on the STD 213. Cost details are located in Exhibit B-1, Course List and Costs. In no event shall the total amount of the Contract 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.

5. DESCRIPTION OF SERVICES

The Contractor will provide open enrollment training courses available on Contractor’s public schedule for purchase by other customers located in the United States as this training cannot be provided by civil service employees.

Currently, civil service employees do not have the knowledge and skills required to provide the training internally.

The EDD reserves the right to enroll an attendee in an alternate class in the event that the listed class becomes unavailable, as long as the enrollment cost of the new class does not increase the total Contract amount beyond the maximum total listed in Exhibit B.

The services shall be provided in accordance with Exhibit A-1 (State of California Holiday Schedule), and Exhibit B-1 (Course List and Costs), which are incorporated as part of this Agreement.

Either party may make changes to their Project Representative by giving written notice to the other party. Said changes shall not require an amendment to this Agreement.

6. CONTRACTOR RESPONSIBILITIES

a) Provide the open enrollment training courses outlined in Exhibit B-1, subject to availability, for enrolled individual or group participant(s) during the Term of this Agreement. If any of the training courses are no longer available, a comparable substitute course should be provided. If no comparable substitute is available, the Contractor must notify the EDD.

b) Designate a contract representative to work with the EDD.

c) Report directly to the EDD Project Representative or designee. The EDD Project Representative reserves the right to appoint key individuals within the EDD to act in accordance with EDD procedures and the contract in the EDD Project Representative’s absence.

d) Notify the EDD Project Representative within three business days or sooner if the following situations occur:

a class is cancelled or any change of class date.

e) Provide a live instructor for all standard training courses. On demand and subscription options, when available, may also be utilized by the EDD upon request.

f) Provide student workbook and/or hand-outs, as applicable, to each participant in a course.

g) Provide access to an online catalog so EDD staff can find course descriptions, dates, and prices for the necessary courses.

h) Unless otherwise specified, cancel the registration of an individual participant or group without charge, if at least ten (10) business days’ e-mail notification to the Contractor is provided by the EDD prior to the first day of a confirmed course.

i) Allow participants to send a substitution to the EDD at no additional charge, provided notice is submitted in accordance with the Contractor’s policies prior to the scheduled start date of the course.

j) Provide reasonable accommodations under the terms of the Americans with Disabilities Act of 1990.

k) Within five working days of notification of the need for a reasonable accommodation, the Contractor will consult directly with the enrolled participant to determine what is necessary for accommodation under the terms of the Americans with Disabilities Act of 1990 and will provide reasonable accommodations. The Contractor will provide a seat for the participant’s assistant (if requested) without charge to the EDD.

l) Provide a certificate of completion to participants upon completion of the entire course. Provide duplicate copies upon request via e-mail at no additional cost.

m) The Contractor shall not accept any registration request without authorization from the State contract manager (specified below). This will be done through one point of contact, a designated training registration coordinator.

n) The Contractor shall commence performance of services on the date specified in this Agreement. If no dates are specified, the course dates will be determined upon mutual agreement and shall be in accordance with Contractor’s posted public schedule.

o) The Contractor will submit invoices to the State contract manager for review and approval. The Contractor will be reimbursed in arrears, upon submission of an acceptable invoice.

7. EDD RESPONSIBILITIES

a) Designate an EDD Project Representative to work with the Contractor to fulfill the requirements of the Statement of Work.

b) Email cancellation notices to the Contractor. Unless otherwise specified, email notifications must be sent at least ten (10) business days in advance of the first day of the confirmed training course. If ten (10) business days’ notice of cancellation is not provided by the EDD, the Contractor may charge a cancellation fee equal to the cost of the scheduled course.

c) In the event that a new class is added to available training courses, it may be offered to the EDD. ITB may also purchase courses outside the contracted list if needed. Both options are subject to being agreed upon and approved by the EDD.

d) Ensure substitute participants meet the prerequisites (if any) in order to attend the course.

e) Ensure all registration requests are submitted to the Contractor’s project manager specified above.

8. CONTRACTOR PARAMETERS

The Contractor will provide the independent services described by this SOW, and associated STD 213, subject to the following:

a) The EDD will not reimburse the Contractor for any expenses incurred by the Contractor in the execution of activities as described by the Request for Quote, and associated Contract, except as specifically preauthorized in writing by the EDD.

b) All data, documents, software and other artifacts produced under the Contract will become the sole property of the EDD with an exception for preexisting materials to remain owned by the Contractor.

9. USE OF SUBCONTRACTORS

The Contractor may, with the approval of the EDD ITB and the EDD Business Operations Planning and Support Division (BOPSD), enter into sub-contracts with third parties for the performance of any part of the Contractor’s duties and obligations. Any such State approval may be rescinded for reasonable cause. The Contractor is responsible and liable for the proper performance and quality of any work performed by any and all sub-contracts.

The State reserves the right to reject or refuse admission to any sub-contract personnel whose workmanship, in the reasonable judgment of the State, is deemed to be substandard. In no event shall the existence of a sub-contract release or reduce the liability of the Contractor to the EDD for any breach in performance of the Contractor’s duties.

10. POINTS OF CONTACT

The EDD shall designate a SPOC who shall give direction to the Contractor concerning the assigned tasks. The SPOC will work collaboratively with the ITB Management Team, Program Managers, Functional Managers, and technical staff to ensure that all deliverables are satisfactorily completed. The SPOC shall be the Contract Monitor who shall ensure that all contract activities are conducted in accordance with State law and regulations; oversee processes and procedures; monitor Contractor compliance with the Contract; and resolve issues. Changes to POCs can be made by written notice without amending this Contract.

EDD Contract Monitor: Contractor Representative:

Name: TBD Name: TBD Title: TBD Title: TBD Address: TBD Address: TBD City, St, Zip: TBD City, St, Zip: TBD Email: TBD Email: TBD Phone: TBD Phone: TBD

EXHIBIT A-1

STATE OF CALIFORNIA HOLIDAY SCHEDULE

(Standard Agreement)

DATE HOLIDAY

January 1st New Year’s Day*

3rd Monday in January Martin Luther King, Jr. Day

3rd Monday in February President’s Day

March 31st Farmworkers Day*

Last Monday in May Memorial Day

July 4th Independence Day*

1st Monday in September Labor Day

November 11th Veteran’s Day**

4th Thursday in November Thanksgiving

4th Friday in November Day after Thanksgiving

December 25th Christmas Day

* If any of these holidays occur on a Saturday, the holiday is not observed via the closing of state offices during the week. If any of these holidays occurs on a Sunday, the holiday is observed on the next day (Monday).

** If Veterans Day occurs on a Saturday, the holiday is observed on the proceeding Friday. This is the only exception to the Saturday Holiday rule above. If this holiday occurs on a Sunday, the holiday is observed on the next day (Monday).

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

I. Invoicing and Payment

A. In consideration of services performed, the EDD shall compensate the Contractor a maximum total amount not to exceed ____________________________________ ($_________). Rates will be in accordance with Attachment B-1, Course List and Costs.

B. Upon satisfactory completion of the services to be performed, an invoice, in triplicate, in arrears shall be submitted monthly. The invoice must reference the following:

• The EDD Contract Number M130123-7100

• Identifies services provided, service period, unit price (i.e. hourly, monthly), and quantity applicable to the service

• Accurate billing address as stated on the Purchase Order or Contract

• Supplier invoice date

• Company name and remittance address

The invoice, in triplicate, in arrears shall be forwarded to the address shown below:

Employment Development Department 1416 9th Street, MIC 58-1A

Sacramento, CA 95814 Attn: Chelsea Evans chelsea.evans@edd.ca.gov

II. Budget Contingency Clause

It is mutually understood between the parties that this Agreement may have been written before ascertaining the availability of congressional and legislative appropriation of funds, for the mutual benefit of both parties, in order to avoid program and fiscal delays which would occur if the Agreement were executed after that determination was made.

This Agreement is valid and enforceable only if (1) sufficient funds are made available by the State Budget Act of the appropriate State Fiscal Year(s) covered by this Agreement for the purposes of this program; and (2) sufficient funds are made available to the State by the United States Government or by the State of California for the Fiscal Year(s) covered by this Agreement for the purposes of this program. In addition, this Agreement is subject to any additional restrictions, limitations or conditions established by the United States Government and/or the State of California, or any statute enacted by the Congress and Legislature, which may affect the provisions, terms or funding of the Agreement in any manner.

The parties mutually agree that if the Congress and/or Legislature does not appropriate sufficient funds for the program, this Agreement shall be amended to reflect any reduction in funds.

The EDD has the option to terminate the Agreement under the 30-day termination clause or to amend the Agreement to reflect any reduction of funds.

mailto:chelsea.evans@edd.ca.gov

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

III. California Prompt Payment Clause

Payment will be made in accordance with, and within the time specified in, Government Code section 927 et seq.

EXHIBIT B-1

COURSE LIST AND COSTS

Course Duration Extended Price (Per Person)

Advanced CICS Programming Workshop 5 Days Advanced MVS JCL and Utilities 3 Days CICS Fundamentals 3 Days CICS Performance Tuning 4 Days CICS/TS for Systems Programmers 5 Days CICS/TS Systems Boot Camp 10 Days CICS/TS Web Services 4 Days CICS/TS Command Level Coding 5 Days CICS/TS Structure & Problem Analysis 5 Days Db2 Advanced SQL with Performance and Tuning For Programmers 3 Days Db2 for z/OS Data Sharing Essentials 2 Days Db2 for z/OS Database Administration 5 Days Db2 for z/OS Database Recovery and Advanced Utilities 3 Days Db2 for z/OS Installation, Migration, Operations & Recovery 5 Days Db2 for z/OS System Monitoring and Performance Tuning 3 Days Db2 for z/OS SQL Access Path Optimization & Performance Tuning 4 Days Db2 for z/OS SQL & Application Programming 5 Days Db2 for z/OS SQL Optimization, Performance & Tuning 4 Days Db2 for z/OS Subsystem Operations and Recovery 2 Days Db2 for z/OS System Fundamentals 3 Days Introduction to z/OS 2 Days z/OS Advanced Internals 5 Days z/OS Diagnostics and Debugging 5 Days z/OS Internals Workshop 5 Days z/OS Technical Bootcamp 10 Days z/OS System Fundamentals 5 Days Advanced SQL 2 Days Advanced Topics in COBOL 3 Days Amazon EKS Running Containers on Amazon Elastic Kubernetes Service 3 Days Certified Hardware Asset Management Professional (CHAMP) 1 Day ChangeMan ZMF Global and Local Administration 2 Days ChangeMan ZMF Options and Advanced Administration 2 Days CICS/TS Fundamentals 5 Days Cisco Implementing Catalyst 9000 Switches 5 Days Controlling Project Risk: Managing Threats and Promoting Opportunities 3 Days Enterprise COBOL Debugging & Maintenance 2 Days Firewall Essentials: Configuration and Management 5 Days Introduction to TSO/ISPF 2 Days Implementing Practical Project Portfolio Management 4 Days IT Management and Leadership Professional 3 Days

EXHIBIT B-1

COURSE LIST AND COSTS

SQL Server Integration Services 5 Days Craft Effective Prompts For Microsoft Copilot For Microsoft 365 1 Day Build a Foundation to Extend Microsoft 365 Copilot 1 Day Manage and Extend Microsoft 365 Copilot 1 Day Create a no-code Copilot agent for Microsoft 365 SharePoint 1 Day MVS Skill Pack for z/OS (TSO/ISPF & JCL) 3 Days Network Automation with Palo Alto 5 Days Palo Alto Firewall Essentials Configuration and Management 5 Days Palo Alto Firewall Troubleshooting 3 Days Palo Alto Managing Firewalls at Scale 2 Days REST Interface in Db2 for z/OS 2 Days SAS I: Introduction to the SAS System 3 Days SAS II: Data Manipulation With the SAS System 3 Days Snowflake SnowPro Core / Snowflake Fundamentals 4 Days Structured COBOL Workshop for Enterprise COBOL 5 Days Tableau Bootcamp 2 Days

EXHIBIT C

GENERAL PROVISIONS – INFORMATION TECHNOLOGY

(Standard Agreement)

The DGS PD 403 IT General Provisions (ITGP) Non-Cloud Goods and Services will be incorporated via reference and made part of this Purchase Order as if attached hereto.

https://www.dgs.ca.gov/%7E/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP-Revised-02202025.pdf

EXHIBIT D

SPECIAL TERMS AND CONDITIONS

1. Force Majeure

Neither party shall be liable to the other for any delay in or failure of performance, nor shall any such delay in or failure of performance constitute default, if such delay or failure is caused by “Force Majeure.” As used in this section, “Force Majeure” is defined as follows:

Acts of war and riots, acts of god such as earthquakes, floods, pandemics and other natural disasters such that performance is impossible.

2. Workforce Innovation and Opportunity Act

The Contractor agrees to conform to nondiscrimination provisions of the Workforce Innovation and Opportunity Act (WIOA) and other federal nondiscrimination requirements as referenced in 29 CFR parts 37 and 38.

3. Termination

This Agreement may be terminated by the EDD by giving written notice to the Contractor 30 days prior to the effective date of such termination.

4. Settlement of Disputes

Any dispute concerning a question of fact arising under the term of this Agreement which is not disposed of within a reasonable period of time (ten days) by the Contractor and the EDD employees normally responsible for the administration of this Contract shall be brought to the attention of the Chief Executive Officer (or designated representative) of each organization for joint resolution.

5. Ownership

Ownership of any educational materials provided in connection with the training, including but not limited to manuals, books, graphics, or any other materials whether in printed, audio, visual or machine-readable form, including any intellectual property embodied in such educational materials, and any techniques, skills, concepts, or know-now that are utilized or developed while performing the services remains with the Contractor. No custom materials will be created or developed under this Agreement. In addition, individual participants in the training may retain copies of any training materials provided by the Contractor during the training (collectively, “Course Materials”). Such Course Materials may only be used by the individual participants for the individual participant’s personal use. Course Materials may not be distributed to any other individual at the EDD or provided to a third party in either modified or unmodified form. The EDD may not use the Course Materials to teach or create its own ongoing training, regardless of whether such training is for internal or external use.

EXHIBIT D

SPECIAL TERMS AND CONDITIONS

6. 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, the Contractor represents that it is not a target of Economic Sanctions. Should the State determine the 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.

2. The term of this Agreement is:

EXHIBIT E RFQ No. 130123

SCOID: 7100-M1301237100

STATE OF CALIFORNIA- DEPARTMENT OF GENERAL SERVICES �-----------�-------------�

STANDARD AGREEMENT

STD 213 (Rev. 04/2020)

CONTRACTING AGENCY NAME

Employment Development Department

CONTRACTING AGENCY ADDRESS

1416 9th Street, MIC 62-C

PRINTED NAME OF PERSON SIGNING

Lauren Prizmich

CONTRACTING AGENCY…