Cal State CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

REQUEST FOR PROPOSAL (RFP)

RFP SOLICITATION

Issuing Entity: The Trustees of the California State University

Solicitation Number: CSULA-RFP-00000783

Solicitation Title: Elevator Preventative Maintenance and Testing Services

Issuing Location: Cal State LA

Solicitation Method (Select One): Request for Proposal (RFP)

RFP Procurement Contact:

RFP Contact and Title: Veronica Vien, Procurement Professional II Direct Phone Number: 323-343-3483 Office Phone Number: 323-343-3480 E-mail: vvien@calstatala.edu Address: California State University, Los Angeles Procurement and Contracts SSB 5380 5151 State University Drive, Los Angeles, CA 90032 Map: https://www.calstatela.edu/map

CSUBUY Instructions:

All questions, interpretations, and requests for clarification regarding this solicitation must be submitted through CSUBUY no later than the deadline identified in the Schedule of Events.

All official communications, responses to questions, and addenda will be issued through CSUBUY.

Communications outside of CSUBUY, including direct email contact with the Contract Manager, are not authorized for substantive RFP matters and shall not be binding or modify the terms of this solicitation.

NOTE: Updates, changes or addendums to the RFP are posted at: CSUBUY Public Bid Portal

Bidder or Proposer: For purposes of this solicitation, “Bidder” and “Proposer” may be used interchangeably to refer to a responding entity. The solicitation method identified above determines the

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783 applicable requirements and procedures. See Section 2 for defined terms.

CSUBUY / Jaggaer Technical Support:

For technical assistance related to the CSUBUY (Jaggaer) platform, vendors shall contact the designated CSUBUY/Jaggaer technical support resources.

Technical support includes matters such as:

Vendor registration and supplier profile setup Login or password issues User access and contact updates System navigation or submission errors File upload or formatting issues Platform error messages

Jaggaer Supplier Support [URL]: https://www.jaggaer.com/supplier-support

Technical support inquiries shall not include substantive questions regarding these solicitation requirements, scope of work, evaluation criteria, or contract terms. All such questions must be submitted through CSUBUY in accordance with this section.

SCHEDULE OF EVENTS

The following schedule sets forth the anticipated timeline for this solicitation. CSU reserves the right to revise the Schedule of Events at its discretion.

Schedule of Events Date Pacific Time (PT) Solicitation Release Date 09/03/2026 -- Deadline for Job Walk RSVP 09/10/2026 5:00pm Mandatory Job Walk 09/16/2026 10:00am Deadline for Written Questions 09/29/2026 5:00pm Responses to Questions/ Addenda 10/08/2026 -- Deadline for Submission of Proposal 10/22/2026 5:00pm Notice of Intent to Award November 2026 -- Contract Award November/ December 2026 -- Commencement of Services December 2026 / January 2027 --

All times referenced in this solicitation are local time at the issuing campus or CSU Office of the Chancellor (Pacific Time).

If a Mandatory Pre-Submission Conference is identified above, attendance is required in order to submit a responsive submission.

It is the responsibility of Bidders or Proposers to monitor CSUBUY for updates to the Schedule of Events, including all addenda.

The dates set forth in the Schedule of Events through and including the Submission Deadline may be revised only by addendum issued through CSUBUY. For purposes of this solicitation, an addendum includes any formal amendment or modification issued through CSUBUY, including system updates to event dates and times and addenda issued as attachments.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

Dates following the Submission Deadline are estimates only and may be adjusted at CSU’s discretion.

Adjustments to anticipated post-submission dates do not require an addendum and may be communicated through CSUBUY or other reasonable means.

CSU reserves the right to include additional evaluation steps or modify the procurement timeline as necessary.

MANDATORY JOB WALK AND LOCATION

Bidder shall be required to attend a mandatory job walk at the University prior to submitting a proposal. Bidder will be informed of pertinent University rules and regulations and scheduling requirements, if any. All prospective Bidders must attend.

Bidders shall meet at:

California State University, Los Angeles Corporation Yard Building, 1st Floor Entrance 5151 State University Drive, Los Angeles, CA 90032 Map: https://www.calstatela.edu/map

Instructions for the job walk are as follows:

Attendance is limited to a maximum of two (2) representatives per Bidder.

Representatives of subcontractors are included in this two-person limit.

The job walk will begin promptly at the date and time specified in this solicitation.

Bidders are responsible for arriving sufficiently early to check in. Virtual and/or recorded site walkthroughs will not be available.

Attendees are responsible for obtaining and paying for any required parking permit.

Parking permits may be purchased at the applicable parking permit kiosk.

California State University, Los Angeles reserves the right to add, cancel, reschedule, or otherwise modify job walk dates and times at its discretion. Any changes will be communicated through the University's designated solicitation process.

Failure to attend the mandatory job walk may result in the Bidder's proposal being deemed non-responsive and ineligible for award.

RSVP Requirement Bidders must RSVP for the mandatory job walk by the deadline specified in the Schedule of Events.

RSVPs shall be submitted via email to Vvien@calstatela.edu and should include the following information:

Subject Line: CSULA-RFP-00000783 | Job Walk RSVP Bidder/company name Name and title of each attendee Attendee email address and telephone number Name of any subcontractor represented, if applicable

Attendance is limited to a maximum of two (2) representatives per Bidder, including subcontractor representatives.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

Bidders are responsible for ensuring that their RSVP is received by the University by the specified deadline. Submission of an RSVP does not relieve the Bidder of the requirement to attend the mandatory job walk.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

Table of Contents

SOLICITATION COVER SECTION

SCHEDULE OF EVENTS

SECTION 1 – INTRODUCTION

1.1 Purpose

1.2 Project Overview

1.3 Term of Contract

1.4 About California State University

1.5 Campus Profile (If Issued by Single Campus)

1.6 Scope of This Solicitation

1.7 CSU Auxiliary Participation

1.8 Consortium Participation

1.9 Separate Legal Entities

1.10 Clarification Regarding CSU Campuses

1.11 No Guarantee of Participation or Volume

1.12 Funding Source

SECTION 2 – DEFINITIONS

SECTION 3 – SOLICITATION METHODOLOGY

3.1 Selection of Methodology

3.2 Invitation for Bid (IFB – Low Bid)

3.3 Request for Proposal (RFP – Best Value)

3.4 Reverse Auction

3.5 Methodology Consistency

SECTION 4 – SCOPE OF WORK

4.1 General Requirements

4.2 Description of Goods and/or Services

4.3 Deliverables

4.4 Implementation and Transition

4.5 Performance Standards

4.6 Contractor Responsibilities

4.7 CSU Responsibilities

4.8 Facilities Maintenance

4.9 Prevailing Wage

4.10 Federal Funding

4.11 Brand Names

SECTION 5 – ACCESSIBILITY REQUIREMENTS

5.1 Accessibility Compliance

5.2 Accessibility Conformance Documentation

5.3 Evaluation of Accessibility

5.4 Additional Accessibility Review

5.5 Campus or Chancellor’s Office Accessibility Review

5.6 Contractual Accessibility Obligations

5.7 Accuracy of Accessibility Representations

SECTION 6 – CONTRACTOR QUALIFICATIONS

6.1 Minimum Qualifications

6.2 Experience and Capacity

6.3 References

6.4 Financial Responsibility

6.5 Investigation of Qualifications

6.6 Litigation and Claims Disclosure

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

SECTION 7 – INFORMATION SECURITY AND CYBERSECURITY

7.1 Information Security Requirements

7.2 Cybersecurity Questionnaire

7.3 Security Documentation

7.4 Artificial Intelligence Use in Performance of Agreement

7.5 Security Incident Notification

7.6 Subcontractor Security

SECTION 8 – EVALUATION AND SELECTION CRITERIA

8.1 Responsiveness Review

8.2 Responsibility Determination

8.3 Evaluation Methodology

8.4 Evaluation Criteria (RFP – Best Value)

8.5 Cost Evaluation Formula

8.6 Evaluation Process

8.7 Clarifications and Discussions

8.8 Preference Application

8.9 Notice of Intent to Award

8.10 Information Technology Project Approval (If Applicable)

SECTION 9 – PROTEST PROCEDURES

9.1 Protest of Solicitation Requirements

9.2 Protest of Intent to Award

9.3 Scope of Protest

9.4 Stay of Award

9.5 Review and Decision

9.6 Sole and Exclusive Administrative Remedy

SECTION 10 – GENERAL SOLICITATION PROVISIONS

10.1 Reservation of Rights

10.2 Evaluation-Stage Use of University Data

10.3 Award of Contract

10.4 Execution of Agreement

10.5 Non-Endorsement

10.6 Conflict of Interest

10.7 Federal Funding

10.8 Prevailing Wage (If Applicable)

10.9 Incorporation of CSU Terms and Conditions and Riders

10.10 Evaluation Determinations

SECTION 11 – PREFERENCE PROGRAMS

11.1 Disabled Veteran Business Enterprise (DVBE) Participation Requirement

11.2 DVBE Incentive

11.3 Small Business Preference

11.4 Target Area Contract Preference Act (TACPA) (If Applicable)

SECTION 12 – BIDDER CERTIFICATIONS

12.1 Americans with Disabilities Act (ADA)

12.2 Unfair Practices Act

12.3 Violation of Air or Water Pollution Laws

12.4 Compliance with NLRB Orders

12.5 Assignment of Antitrust Actions

12.6 Non-collusion Affidavit

12.7 Safeguards for Protecting University Data

12.8 Covenant Against Gratuities

12.9 Drug-Free Workplace Certification

12.10 Electronic Waste Recycling Act (If Applicable)

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

12.11 Sweat-Free Code of Conduct (If Applicable)

12.12 Darfur Contracting Act

12.13 Iran Contracting Act

12.14 Congo – Securities Exchange Act Compliance

12.15 Expatriate Corporation Certification

12.16 Debarment and Suspension

12.17 Artificial Intelligence Disclosure

12.18 Loss Leader

12.19 Public Contracts Code Restrictions for Current and Former CSU Employees

SECTION 13 – CSU TERMS & CONDITIONS AND RIDERS

13.1 Incorporation by Reference

13.2 Governing Version

13.3 Updates Prior to Award

13.4 After Notice of Intent to Award

13.5 Modifications and Redlines

SECTION 14 – ORDER OF PRECEDENCE

SECTION 15 – INSTRUCTIONS, CONTENT, AND FORMAT

15.1 Questions Regarding Solicitation

15.2 Errors and Omissions

15.3 Use of Artificial Intelligence in Proposal Preparation

15.4 Submission of Proposals

15.5 Solicitation Attachments

15.6 Withdrawal or Modification of Proposal

15.7 Proposal Organization and Content

15.8 Clarifications

15.9 Disposition of Proposals and California Public Records Act

15.10 Reasonable Accommodation for the Procurement Process

15.11 Bidder’s Costs

SECTION 16 – CSU STRATEGIC PRIORITIES AND VALUE-ADDED CONTRIBUTIONS

EXHIBITS AND APPENDICES

Exhibit A Scope of Work Exhibit B CSULA Campus Elevators List

Appendix A CSU Terms and Conditions of Purchase and California State University Facilities

Maintenance Rider Appendix B Cost Proposal Form Appendix C Bidder Declaration Appendix D Small Business Preference and Certificate Request Appendix E DVBE Requirements and Incentive Appendix F DVBE Declarations Appendix G Summary of DVBE Participation Appendix H Insurance Requirements Appendix I List of Employees to Support this Contract Appendix J Reference Sheet Appendix K TACPA Appendix L Statement of Establishment Information

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

Appendix M Campus Map Appendix N Campus Closure for Calendar Year 2026

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

SECTION 1 – INTRODUCTION

1.1 Purpose

The purpose of the solicitation is to solicit proposals from qualified and experienced elevator service companies to provide comprehensive elevator maintenance, repair, and inspection services for all elevators at California State University, Los Angeles (“University”). The selected Bidder will ensure that all elevators are maintained in a safe, reliable, and efficient operating condition, adhering to all applicable safety codes and standards.

For clarity, this solicitation is intended to cover routine, recurring maintenance and preservation-level corrective work necessary to keep equipment in its original intended operating condition. This solicitation does not include elevator installation, modernization, system-level replacement, structural alteration, or capital improvement work. Such work shall be separately procured as a public works project pursuant to PCC §10700 using CPDC contract documents.

If this solicitation involves Information Technology Resources (“ITR”), as defined in this solicitation, such goods and/or services shall comply with applicable ITR requirements, including any required feasibility study review and Systemwide approvals pursuant to CSU policy.

CSU intends to award a contract in accordance with the selected solicitation methodology to the responsive and responsible Bidder whose submission meets the requirements of this solicitation and supports the award determination under the applicable method.

1.2 Project Overview

CSU is soliciting proposals for the following goods and/or services:

Bidder will provide comprehensive elevator preventive maintenance, routine repair, inspection, testing, callback, and related services for elevators listed in Exhibit B – CSULA Campus Elevators List at California State University, Los Angeles.

Services shall be performed to maintain the equipment in a safe, reliable, efficient, and code-compliant operating condition while minimizing downtime and disruption to campus operations.

1.3 Term of Contract

Initial Term: Three (3) years

Optional Extension Period(s): Two (2) one (1)- year options

Any renewal or extension of the Agreement shall be subject to mutual written agreement of the parties and continued funding availability.

CSU may, at any time, by written change order, make changes within the general scope of any Purchase Order issued under the resulting Agreement. If any such change causes an increase or decrease in the cost of, or the time required for performance of the resulting Agreement, an equitable adjustment shall be made in the price. Any modification to the resulting Agreement shall be reduced to in writing by written Amendment signed by the University and the Bidder.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

1.4 About California State University

The California State University (CSU) system consists of twenty-two (22) universities operating twenty-three (23) primary campus locations throughout the State of California. California Polytechnic State University, San Luis Obispo administers both its main campus in San Luis Obispo and the Cal Poly Solano Campus (formerly known as CSU Maritime Academy) as a single university.

CSU serves approximately 460,000 students annually and employs more than 63,000 faculty and staff statewide, making it one of the largest public university systems in the United States.

The CSU awards approximately half of California’s bachelor’s degrees and plays a critical role in preparing California’s workforce across a wide range of academic disciplines and professional fields.

The CSU system has a significant economic impact across the State of California through employment, research, student spending, and community partnerships.

The CSU is governed by a twenty-five (25) member Board of Trustees. The Trustees possess independent procurement and contracting authority pursuant to Education Code §89036 and applicable provisions of the California Public Contract Code.

1.5 Campus Profile

California State University, Los Angeles (Cal State LA or the University), founded in 1947, is the premier comprehensive public university in the heart of Los Angeles. Situated on a 175-acre campus, the University operates on a semester-based academic calendar. Cal State LA is nationally recognized for promoting the upward mobility of its students and is deeply committed to engagement, service, and the public good.

Cal State LA transforms lives and fosters thriving communities throughout the greater Los Angeles region. Through engaged teaching, learning, scholarship, research, and public service, the University cultivates and amplifies its students' unique talents, diverse life experiences, and intellectual potential while supporting their overall success, well-being, and contributions to the greater good.

More information about the Cal State LA can be found at: https://www.calstatela.edu/about.

1.6 Scope of This Solicitation

This solicitation is issued by the campus identified in the Cover Section. If issued on a systemwide basis, this solicitation may be used by CSU campuses and authorized locations unless otherwise specified. If issued by a single campus, this solicitation is limited to that campus and its authorized departments.

Only the Chancellor’s Office, or a campus acting pursuant to written delegated authority from the Chancellor’s Office, may issue a systemwide solicitation on behalf of the California State University.

Nothing in this solicitation or any resulting Agreement shall be interpreted as expanding the procurement authority of the issuing campus beyond the delegated authority granted under CSU policy.

1.7 CSU Auxiliary Participation

CSU auxiliary organizations (“Auxiliaries”), as defined under California Education Code § 89901, are separate nonprofit legal entities established to support the educational mission of their respective CSU campus or the CSU Office of the Chancellor. Numerous auxiliary organizations exist across the CSU

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783 system, and each operates independently under its own governing board, bylaws, and delegated contracting authority.

Auxiliaries are not part of The Trustees of the California State University and are not state agencies. Each Auxiliary exercises its own independent contracting authority and is solely responsible for its contractual obligations.

If authorized in this solicitation, an Auxiliary may elect, at its sole discretion, to utilize the resulting Agreement. Such utilization may occur by:

Executing its own agreement incorporating the pricing and material terms of the resulting Agreement;

Issuing its own purchase order or participation agreement referencing the resulting Agreement;

or

Entering into a separate agreement directly with the awarded Contractor under mutually agreed terms consistent with the resulting Agreement.

Any Auxiliary participation shall be between the Auxiliary and the Contractor only. The Trustees of the California State University shall not be a party to, guarantor of, or financially responsible for any Auxiliary transaction.

Each Auxiliary shall be solely responsible for its own purchases, payments, performance obligations, disputes, claims, and liabilities arising from its use of the resulting Agreement. No Auxiliary use of the Agreement shall create joint liability, partnership, agency, or fiduciary relationship between the Auxiliary and The Trustees.

CSU makes no representation or guarantee regarding the number of Auxiliaries that may elect to participate, the volume of purchases, or the aggregate dollar value of any Auxiliary transactions.

Nothing in this solicitation shall be interpreted as authorizing CSU to procure goods or services on behalf of any Auxiliary or as creating any contracting authority for CSU with respect to Auxiliary transactions.

CSU reserves the right to restrict, condition, or prohibit Auxiliary participation in a specific solicitation where required by funding restrictions, operational considerations, negotiated pricing structures, data sensitivity, or other lawful limitations.

1.8 Consortium Participation

The California Higher Education Collaborative (“CHEC”) is an informal, cooperative framework among representatives of The Trustees of the California State University, The Regents of the University of California, and the Foundation for California Community Colleges. CHEC facilitates coordination, information sharing, and voluntary cooperative procurement efforts among participating institutions.

CHEC is not a separate legal entity and does not possess independent contracting authority.

This solicitation is issued solely under the procurement authority of The Trustees of the California State University and does not constitute a joint procurement by CHEC or its participating entities.

If consortium participation is authorized, the resulting Agreement may be made available to the selected CHEC entities under the terms stated herein. Any participating entity must execute its own separate

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783 agreement, participation agreement, or other legally binding instrument under its independent contracting authority in order to utilize the resulting Agreement.

The successful Bidder shall extend pricing and material terms to those authorized entities that properly execute such separate agreements.

CSU shall retain responsibility for administration of the master Agreement. Operational, payment, performance, and dispute matters involving participating entities shall be addressed and resolved by the respective participating entity. Each participating entity is financially independent and responsible for its own obligations.

Participation by any authorized entity is voluntary and subject to that entity’s independent procurement authority, internal approvals, and fiscal authorization.

Nothing in this solicitation or any resulting Agreement shall be construed as creating joint contracting authority, joint liability, partnership, agency, fiduciary relationship, or mandatory participation among The Trustees of the California State University, The Regents of the University of California, the Foundation for California Community Colleges, or their respective campuses or affiliated entities.

If neither participation option is selected by checkbox below, extension of the resulting Agreement to UC and/or the Foundation for California Community Colleges is not automatically authorized; however, the parties may separately negotiate such adoption in accordance with their respective statutory authority on mutually agreed terms.

☐ University of California (UC) participation authorized under CHEC ☐ Foundation for California Community Colleges (FCCC) participation authorized under CHEC

CSU reserves the right, in a specific solicitation, to expressly prohibit extension or adoption of the resulting Agreement by other entities where required by funding restrictions, operational considerations, negotiated pricing structures, data sensitivity, or other lawful limitations

1.9 Separate Legal Entities

The Trustees of the California State University, The Regents of the University of California, CSU auxiliary organizations, and the Foundation for California Community Colleges are separate and distinct legal entities. Each entity is financially independent and responsible for its own obligations, debts, liabilities, and contractual commitments.

Nothing in this solicitation or any resulting Agreement shall be construed to create a partnership, joint venture, agency relationship, fiduciary relationship, or joint liability among these entities.

No entity shall be deemed a guarantor of another entity’s obligations under this solicitation or any resulting Agreement unless expressly stated in a separately executed written agreement.

1.10 Clarification Regarding CSU Campuses

For clarity, all campuses of the California State University operate under and are governed by The Trustees of the California State University, which is the single legal entity authorized to enter into contracts on behalf of the CSU system.

The Trustees of the California State University constitute the single legal entity for all CSU campuses and the Chancellor’s Office. The Chancellor’s Office and each campus operate under delegated authority from the Trustees. The Chancellor’s Office manages its systemwide administrative budget, including state-

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783 appropriated and other authorized funds, and allocates funding to campuses in accordance with applicable law and CSU policy, and each campus manages its allocated budget and operational commitments accordingly. Neither the campuses nor the Chancellor’s Office are separate legal entities, and each operates in accordance with applicable budgetary authority and requirements.

By contrast, CSU auxiliary organizations, The Regents of the University of California, and the Foundation for California Community Colleges are separate and distinct legal entities.

If this solicitation is issued on a systemwide basis, CSU campuses are expected to utilize the resulting Agreement where appropriate; however, participation is not mandatory unless expressly stated in this solicitation.

Each campus retains discretion regarding operational implementation consistent with CSU policy.

1.11 No Guarantee of Participation or Volume

Unless expressly stated otherwise in this solicitation, nothing herein shall be construed as a guarantee of participation, purchase volume, minimum spend, or mandatory adoption by any CSU campus, auxiliary organization, the University of California, or the Foundation for California Community Colleges.

Participation by any authorized entity is voluntary and subject to that entity’s independent procurement authority, internal approvals, and fiscal authorization.

CSU makes no representation or warranty regarding the level of participation, aggregate usage, or total value of purchases under any resulting Agreement.

If this solicitation expressly identifies mandatory participation, designated primary vendor status, joint procurement authority, or minimum purchase commitments, such provisions shall govern as expressly stated in this solicitation.

1.12 Funding Source

If this procurement is funded in whole or in part with federal or restricted funds, additional requirements may apply as identified in this solicitation.

SECTION 2 – DEFINITIONS

For purposes of this solicitation and any resulting Agreement, the following terms shall have the meanings set forth below. These definitions apply throughout this solicitation unless the context clearly indicates otherwise.

Accessibility Conformance Report (ACR):

Means a written report describing the extent to which a product or service conforms to applicable accessibility standards.

Addendum:

Means a formal modification or clarification to this solicitation issued by CSU through CSUBUY that becomes part of this solicitation. Addenda include all changes issued through CSUBUY, including those identified as amendments, system updates to event dates and times, and written addenda issued as attachments.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

Agreement:

Means the written contract between The Trustees of the California State University and the awarded Contractor resulting from this solicitation, including all incorporated exhibits, appendices, attachments, addenda, and applicable CSU Riders. References to “Agreement” in this solicitation refer to this resulting contract unless the context clearly indicates otherwise.

BAFO (Best and Final Offer):

Means a final revised proposal, technical response, or pricing submission requested by CSU during discussions or negotiations, if permitted by the solicitation methodology and applicable law.

Best Value:

Means the award methodology under which a contract is awarded to the responsive and responsible proposer whose proposal provides the optimal combination of quality, experience, technical merit, and cost, as evaluated against the criteria set forth in this solicitation.

Bidder or Proposer:

“Bidder” means any business entity submitting a response to this solicitation, regardless of the solicitation methodology used (Invitation for Bid, Request for Proposal, Reverse Auction, or other authorized procurement method).

The term “Bidder” is used in this solicitation solely for consistency and administrative convenience and does not indicate, imply, or modify the solicitation methodology, public opening requirements, negotiation authority, or evaluation procedures applicable to this procurement.

Contractor:

Means the successful Bidder that enters into the resulting Agreement with CSU.

CSU or University:

Means the Trustees of the California State University and includes the issuing campus or the CSU Office of the Chancellor, as applicable.

CSUBUY:

Means the California State University’s official electronic procurement system through which solicitations are posted and proposals are submitted.

Deliverables:

Means all goods, services, work product, reports, documentation, software, training materials, and other items the Contractor is required to provide under the resulting Agreement.

Evaluation Criteria:

Means the factors and relative weighting identified in this solicitation that CSU will use to evaluate proposals.

HECVAT:

Means the Higher Education Community Vendor Assessment Toolkit (HECVAT), a standardized questionnaire developed by EDUCAUSE and higher-education security partners to help institutions evaluate the cybersecurity and data protection practices of technology vendors.

Information & Communication Technology (ICT):

Means products or services that meet the definition under applicable federal and state law and CSU policy, including but not limited to computers and peripheral equipment; information kiosks and

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783 transaction machines; telecommunications equipment; customer premises equipment; multifunction office machines; software; applications; web sites; videos; and electronic documents.

Information Technology Resources (ITR):

Means information technology systems, applications, infrastructure, or services that create, process, transmit, or store University Data.

Invitation for Bid (IFB):

Means a formal competitive solicitation method in which award is made to the lowest responsive and responsible Bidder meeting the requirements of the solicitation, consistent with applicable law and CSU policy.

Mandatory Requirement:

Means a requirement identified in this solicitation that must be satisfied for a proposal to be considered responsive.

Material Exception:

Means any proposed limitation, condition, deviation, or change to a material requirement, term, or condition of this solicitation or the resulting Agreement.

Nonresponsive:

Means a proposal that fails to materially comply with one or more mandatory requirements of this solicitation.

Notice of Intent to Award:

Means the written notification issued by CSU identifying the intended awardee and triggering the protest period described in this solicitation.

Procurement Contact or Contract Manager:

Means the CSU representative identified in this solicitation as the sole authorized point of contact for this procurement unless otherwise stated.

Proposal Submission Deadline:

Means the date and time by which proposals must be received through the designated electronic procurement system.

Request for Proposal (RFP):

Means a formal competitive solicitation method in which proposals are evaluated based on specified criteria and relative weighting, and award is made to the responsive and responsible proposer determined to provide best value to CSU.

Responsible:

Means a Bidder or proposer that possesses the financial capability, experience, integrity, and reliability necessary to perform the obligations of the resulting Agreement.

Responsive:

Means a proposal that materially complies with all mandatory requirements of this solicitation.

Reverse Auction:

Means a competitive procurement method conducted electronically in which qualified Bidders submit

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783 decreasing price offers during a designated bidding event, and award is made to the lowest responsive and responsible Bidder based on final pricing.

Rider:

Means a CSU supplemental contract document that adds terms and conditions applicable to specific goods, services, risks, or compliance requirements.

Scope of Work:

Means the section of this solicitation describing the required goods, services, deliverables, and performance obligations.

Security Incident:

Means an actual or reasonably suspected unauthorized access to, acquisition of, disclosure of, loss of, alteration of, or destruction of University Data, or interference with system operations requiring notification or response under the resulting Agreement.

Solicitation:

Means this procurement document, whether issued as a Request for Proposal (RFP), Invitation for Bid (IFB), Reverse Auction, or other authorized procurement method, including all exhibits, appendices, attachments, and addenda.

Subcontractor:

Means any third party engaged by the Bidder or Contractor to perform any portion of the work under the resulting Agreement.

University Data:

Means data created, received, maintained, transmitted, or processed on behalf of CSU and includes, but is not limited to, student data, employee data, financial data, research data, and operational data.

Voluntary Product Accessibility Template (VPAT):

Means the industry-standard template commonly used to prepare an Accessibility Conformance Report describing product accessibility conformance with applicable accessibility standards.

The terms “including,” “such as,” and similar terms are illustrative and shall be interpreted to mean “including but not limited to.”

Words in the singular include the plural and words in the plural include the singular where the context requires. References to any gender include all genders.

SECTION 3 – SOLICITATION METHODOLOGY

3.1 Selection of Methodology

This solicitation is issued using the formal competitive procurement method identified on the Cover Page. Evaluation and award shall be conducted in accordance with the selected methodology and applicable law.

3.2 Invitation for Bid (IFB – Low Bid)

For solicitations issued as an Invitation for Bid, award shall be made to the lowest responsive and responsible Bidder meeting the requirements of this solicitation.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

Sealed bids will be publicly opened at the date and time specified in this solicitation. Public opening may occur in person or electronically and shall be recorded or documented to preserve transparency.

Negotiations are not permitted under an IFB except as authorized by law.

Applicable statutory preferences shall be applied in accordance with law.

3.3 Request for Proposal (RFP – Best Value)

For solicitations issued as a Request for Proposal, award shall be made to the responsive and responsible proposer whose proposal receives the highest total evaluation score and is determined to provide best value to CSU in accordance with the evaluation criteria stated in this solicitation.

CSU reserves the right to award without further discussion based on the initial proposals received.

CSU may conduct discussions or negotiations consistent with the evaluation criteria and applicable law.

CSU reserves the right to request a best and final offer (BAFO) from the finalist or from all proposers, as permitted by applicable law.

3.4 Reverse Auction

For solicitations conducted as a Reverse Auction, qualified Bidders may participate in an electronic bidding event conducted through the designated procurement platform.

Final pricing at the conclusion of the auction event shall determine price ranking; however, award shall be made only to the lowest responsive and responsible Bidder meeting the requirements of this solicitation.

3.5 Methodology Consistency

All evaluation and award decisions shall be consistent with the selected solicitation methodology, the stated evaluation criteria, applicable law, and CSU policy.

References in this solicitation to alternative procurement methodologies are included solely for purposes of supporting the CSU standardized solicitation template. The procurement method identified in the Solicitation Cover Section shall control the evaluation process, negotiation authority, and award determination for this solicitation.

SECTION 4 – SCOPE OF WORK

4.1 General Requirements

The Contractor shall provide all labor, materials, equipment, supervision, and other resources necessary to perform the goods and/or services described in this Section.

The Scope of Work establishes the minimum requirements. Bidders may propose additional features or enhancements that provide added value to CSU, provided such proposals clearly identify any deviations.

4.2 Description of Goods and/or Services

Refer to Exhibit A – Scope of Work.

4.3 Deliverables

Refer to Exhibit A – Scope of Work.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

4.4 Implementation and Transition

If this solicitation involves implementation of software, systems, or hosted services, the Contractor shall provide an implementation plan including governance, milestones, data migration, testing, training, and transition procedures.

4.5 Performance Standards

All work shall be performed in a professional and workmanlike manner consistent with industry standards and applicable law.

4.6 Contractor Responsibilities

The Contractor shall maintain required licenses, provide qualified personnel, protect CSU property and University Data, and comply with all applicable CSU policies and laws.

4.7 CSU Responsibilities

CSU shall designate a contract administrator and provide reasonable access to facilities or information necessary for performance.

4.8 Facilities Maintenance

If this solicitation involves facilities maintenance services, the applicable CSU Facilities Maintenance Rider shall be attached and incorporated.

4.9 Prevailing Wage

If prevailing wage requirements apply, Bidders must include all applicable costs in their proposals.

Prevailing wage will not be imposed post-award without mutual written amendment.

4.10 Federal Funding

If funded in whole or in part with federal funds, the resulting Agreement shall be subject to 2 C.F.R. Part 200 and other applicable federal regulations.

4.11 Brand Names

Any reference to brand names in this solicitation is intended to describe the standard of quality, performance, or functionality desired and is not intended to restrict competition unless expressly stated.

Equivalent products or services that meet or exceed the stated requirements will be considered, provided the Bidder clearly describes the proposed substitute and demonstrates how it meets the requirements of this solicitation.

CSU reserves the right to determine whether a proposed substitute is equivalent to and meets the required standards. CSU may require additional descriptive material, technical documentation, or samples to evaluate proposed equivalents.

SECTION 5 – ACCESSIBILITY REQUIREMENTS

This section applies only if the solicitation includes products or services subject to applicable federal and state accessibility law, including Section 508 of the Rehabilitation Act of 1973, as amended, Title II of the Americans with Disabilities Act, as amended, and California Government Code §11135.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

Information and Communications Technology (ICT) subject to Section 508 includes, but is not limited to, computers and peripheral equipment; information kiosks and transaction machines;

telecommunications equipment; customer premises equipment; multifunction office machines;

software; applications; web sites; videos; and electronic documents. ICT must conform to the Web Content Accessibility Guidelines (WCAG) 2.0 Level AA.

Web content and mobile applications subject to Title II include, but are not limited to, web pages; web applications; social media; videos; audio; animations; documents; and other content accessible through a web browser or mobile device, including content provided or made available through contractual, licensing, or other arrangements. Web content and mobile applications must conform to the Web Content Accessibility Guidelines (WCAG) 2.1 Level AA.

5.1 Accessibility Compliance In accordance with applicable federal and state law, including Section 508 of the Rehabilitation Act of 1973, as amended, Title II of the Americans with Disabilities Act, as amended, and California Government Code §11135, ICT products and services must conform to applicable accessibility standards as identified in this solicitation.

Where this solicitation includes ICT products or services, Bidders shall comply with applicable accessibility requirements, including the RFP Accessibility Requirements, as identified in this solicitation.

5.2 Accessibility Conformance Documentation

Bidders shall comply with the RFP Accessibility Requirements, as identified in this solicitation.

The RFP Accessibility Requirements document is incorporated into this solicitation by reference and establishes the detailed accessibility documentation, submission requirements, and evaluation processes applicable to this solicitation.

The applicable version of the RFP Accessibility Requirements shall be the version issued with this solicitation or incorporated by addendum.

Such requirements may include, but are not limited to, Accessibility Conformance Reports (ACRs), accessibility roadmaps, third-party accessibility evaluations, and live product accessibility demonstrations, as specified in the RFP Accessibility Requirements.

Failure to comply with applicable accessibility submission requirements may result in the proposal being deemed nonresponsive.

CSU reserves the right, in its sole discretion, to waive minor deviations in submitted accessibility documentation that do not materially impact CSU's ability to evaluate accessibility compliance.

5.3 Evaluation of Accessibility

Accessibility compliance may be reviewed or evaluated as part of the proposal review process when ICT products or services are included in the solicitation.

5.4 Additional Accessibility Review

CSU may require additional accessibility review prior to award. Such review shall be conducted in accordance with the RFP Accessibility Requirements and may include, but is not limited to:

accessibility testing or validation

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783 accessibility roadmaps or remediation plans product demonstrations technical documentation supporting accessibility claims

5.5 Campus or Chancellor’s Office Accessibility Review

Accessibility review procedures may vary by campus or by the CSU Office of the Chancellor. Nothing in this solicitation limits the authority of the issuing campus or the Chancellor’s Office to require additional accessibility review as part of the procurement process.

5.6 Contractual Accessibility Obligations

If awarded a contract, the Contractor shall warrant that the delivered ICT products or services comply with applicable accessibility requirements and shall cooperate with CSU in resolving identified accessibility issues. If accessibility issues are identified during the term of the contract, the Contractor shall provide an accessibility remediation plan within ten (10) business days of identification, or such other timeframe as mutually agreed, and implement reasonable remediation measures within mutually agreed timelines.

Contractor obligations regarding accessibility documentation, remediation, and ongoing compliance shall be governed by the RFP Accessibility Requirements and the resulting Agreement.

5.7 Accuracy of Accessibility Representations

By submitting accessibility documentation, the Bidder represents that the information provided accurately describes the accessibility features and conformance of the proposed product or service. CSU reserves the right to verify accessibility claims through testing, demonstrations, or additional documentation.

SECTION 6 – CONTRACTOR QUALIFICATIONS

This section applies when the solicitation includes minimum qualification requirements or when CSU determines that evaluation of experience and capacity is necessary to determine responsibility.

6.1 Minimum Qualifications

Bidders must demonstrate compliance with the requirements identified in this solicitation.

a) The Bidder shall have the financial and technical resources, personnel, parts and tools necessary to maintain the elevators to its original design capabilities based on the equipment condition and all the technical information available at time of award of the resulting Agreement.

b) The Bidder’s elevator mechanic assigned to the University shall have a minimum of five (5) years prior experience on comparable or more complex elevator/escalator equipment, be a current State of California Certified Competent Conveyance Mechanic and have a current City of Los Angeles mechanic elevator license. The Bidder must have a local service office and demonstrate the ability to answer a service call within one (1) hour of notification by telephone.

c) All the Bidder’s personnel must be approved in advance by University. Bidder agrees, always, to replace any employees found to be unacceptable in the judgment of University within five (5) business days after Bidder’s receipt of written notice from University.

d) The Bidder shall provide the following data and references:

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

i. A statement that the Bidder is regularly engaged in the business of installing and/or maintaining equipment of the same type and character as this solicitation.

ii. A complete list of similar projects, which are or have been maintained by the Bidder.

List shall include company names, addresses, contact person, telephone number, email, project name, scope, and duration.

iii. A list including names of personnel directly employed by the Bidder, whose responsibilities include management, coordinating, installing and servicing elevator equipment, giving the length of time each has been employed by the Bidder and the amount of experience each has in similar projects.

iv. An outline of office and warehousing facilities and a statement agreeing to allow the inspection of these facilities by University or University’s Elevator Consultant.

Failure to meet mandatory minimum qualifications may result in the proposal being deemed non-responsive.

6.2 Experience and Capacity

Bidders shall demonstrate that they possess the experience, staffing, resources, and financial capability necessary to perform the Scope of Work.

6.3 References

Bidders shall provide references in accordance with Appendix J – Reference Sheet.

CSU may contact references to verify performance history, quality of work, timeliness, and overall satisfaction.

6.4 Financial Responsibility

CSU may require evidence of financial responsibility, including financial statements or other documentation necessary to determine the Bidder’s ability to perform the Agreement.

6.5 Investigation of Qualifications

CSU reserves the right to conduct investigations of Bidder qualifications and past performance, including review of public records, litigation history relevant to contract performance, regulatory actions, and debarment status. If CSU determines that a Bidder is not responsible, the proposal may be rejected.

6.6 Litigation and Claims Disclosure

Bidder shall disclose in its proposal any litigation, arbitration, administrative proceeding, investigation, or regulatory action filed against or initiated by Bidder within the past seven (7) years that is relevant to the services contemplated under this Solicitation or that may materially impact Bidder’s ability to perform the Agreement.

Bidder shall also disclose any litigation, claims, disputes, or other formal proceedings within the past seven (7) years involving any California State University campus, auxiliary organization, or the Trustees of the California State University.

For each matter disclosed, Bidder shall provide a brief description of the nature of the claim, the parties involved, the forum, and the current status or final resolution.

CSU RFx Template – Version 1.1 (May 1, 2026) CSULA-RFP-00000783

Failure to fully and accurately disclose such information may result in rejection of the proposal and may be grounds for disqualification.

Nothing in this section limits CSU’s right to conduct its own investigation of Bidder qualifications pursuant to Section 6.5.

SECTION 7 – INFORMATION SECURITY AND CYBERSECURITY

This section applies only if this solicitation involves Information Technology Resources (ITR), access to University Data, hosting services, cloud services, software applications, or other systems that create, receive, maintain, transmit, or process University Data.

7.1 Information Security Requirements

Bidders must maintain appropriate administrative, technical, and physical safeguards to protect University Data in accordance with applicable law, CSU policy, and the CSU Data Privacy and Security Rider, if applicable.

Security controls must be consistent with industry standards and appropriate to the nature and risk level of the services provided.

7.2 Cybersecurity Questionnaire

The following cybersecurity documentation requirement applies to this solicitation:

☐ HECVAT required at proposal submission

☐ Equivalent security documentation permitted in lieu of HECVAT

☐ Cybersecurity questionnaire not required at proposal submission

If a cybersecurity questionnaire is required, failure to submit the required documentation at the time of proposal submission may result in the proposal being deemed nonresponsive.

Regardless of whether a cybersecurity questionnaire is required at proposal submission, CSU reserves the right to request additional security documentation prior to award or incorporate the CSU Data Privacy and Security Rider where applicable.

7.3 Security Documentation

Upon request, Bidders shall provide documentation sufficient to demonstrate the effectiveness of their information security program, which may include security policies, risk assessments, certifications (e.g., SOC reports), penetration test summaries,…