Exhibit_3_-_RFP_Narrative_Response.xlsx

XLSX spreadsheet 28 KB Posted

Attached to
Tablets/2-in-1 Devices
Solicitation number
0000035538
Issued by
California

About this file

This is an Administrative Evaluation Worksheet and Narrative Response document for a Request for Proposal (RFP) issued by the California Department of General Services (DGS) Procurement Division to establish mandatory statewide contracts for Tablets and 2-in-1 Devices (Event ID 0000035538). The worksheet outlines the administrative requirements and evaluation criteria that bidders must satisfy when submitting their proposals. Key submission requirements include an Agreement Cover Letter, Pricing Workbook, Narrative Response, Distribution Plan, Secretary of State Registration documentation, Seller Permit Number, Bidder Declaration Form, California Civil Rights Laws Certification, Iran Contracting Act certification, PCRC Certification Workbook, Customer Reference Form, Authorized Reseller Letter, Darfur Contracting Act certification, Federal Debarment Certification, GenAI Disclosure Notification, and Payee Data Record (STD 204). Additional documentation is required only if the bidder is a certified Small Business (SB), Disabled Veteran Business Enterprise (DVBE), or is claiming preferences or incentives, including DVBE Incentive forms, Small Business Preference documentation, Target Area Contract Preference Act (TACPA) requests, and Manufacturer's and Bidder's Summary forms.

The RFP establishes a comprehensive compliance checklist requiring bidders to verify they are not on various California state debarment lists, including those maintained by the Franchise Tax Board, California Department of Tax and Fee Administration, State Treasurer's office, and the Secretary of State. Bidders must also declare whether they are claiming small business preferences, DVBE incentives, or TACPA preferences, and must disclose restocking fees not to exceed 10 percent. The narrative response section requires bidders to address 16 specific questions covering Iran Contracting Act certifications, business classification status, preference claims, trade-in programs, distribution plans, GenAI utilization, international business activities, Cal Card acceptance, and OEM MSRP catalog URLs. Certain documentation, such as PCRC Certification, may be submitted within five working days following State notification rather than with the initial bid submission.

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Other files

File Type Posted
Exhibit_2_-_Key_Action_Dates.docx DOCX document
APP_Cover_Page_(rev_1-15).docx DOCX document
Exhibit_4_-_Minimum_Technical_Requirements.xlsx XLSX spreadsheet
RFP_Event_ID_0000035538.docx DOCX document
Exhibit_1_-_Cost_Workbook.xlsx XLSX spreadsheet

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Text version

Bidder Name

Event ID 0000035538Administrative Evaluation Worksheet
Administrative Evaluation

Bidder: Evaluator: Buyer Name

RFP Response to Administrative Requirements
RFP SectionDescription of RequirementTypeIncluded (Y/N)Compliant (Y/N)Notes
Required with Bid Submittal
2.3.4.5Agreement Cover LetterM
4.2Attachment 1 – Pricing WorkbookM
2.1.6Attachment 3 - Narrative ResponseM
3.2.19Distribution Plan (on Attachment 3 - Narrative Response)M
3.2.3Secretary of State (SOS) Registration (on Attachment 3 - Narrative Response)
3.2.3Seller Permit Number (on Attachment 3 - Narrative Response) https://onlineservices.cdtfa.ca.gov/M
3.2.13Bidder Declaration FormM
3.2.7California Civil Rights Laws CertificationM
3.2.8Iran Contracting ActM
Required within 5 days after notification from the State
3.1.11PCRC Certification WorkbookM
3.2.3Copy of Seller’s PermitM
3.2.2Customer Reference FormM
3.2.5Authorized Reseller Letter (OEM letterhead, current, signed)M
3.2.6Darfur Contracting ActM
3.2.11Federal Debarment CertificationM
3.2.12GenAI Disclosure NotificationM
3.2.4Payee Data Record (STD 204) (Check if Supplier is in FI$Cal. If not, follow Create Supplier process)M
3.2.1URL for the OEM's MSRP catalog.(on Attachment 3 - Narrative Response)M
Required with the bid response only if the Bidder and/or subcontractor is a certified SB/DVBE and/or Bidder is claiming a preference or incentive
3.2.14Disabled Veteran Business Enterprise Declaration Form DGS PD 843M
3.2.14Target Area Contract Preference Act (TACPA), request form (Std. 830)M
3.2.14Manufacturer’s Summary, form (DGS PD 525) for goods onlyM
3.2.14Bidder’s Summary, form (DGS PD 526) for goods and servicesM
Preferences/Incentives
DVBE IncentiveNM
Small Business PreferenceNM
Compliance Checklist
https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.htmlM
http://www.cdtfa.ca.gov/taxes-and-fees/top500.htmM
http://www.treasurer.ca.gov/financial/expatriate/corporations.aspM
https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/SB-DVBE-Program-Violations-and-Sanctions?search=suspendedM
Search | California Secretary of StateM
https://calrecycle.ca.gov/buyrecycled/trashbags/compliancelists/M
Comments

&"Arial,Bold"&11Appendix D&"Arial,Regular" http://www.cdtfa.ca.gov/taxes-and-fees/top500.htmhttp://www.treasurer.ca.gov/financial/expatriate/corporations.asphttps://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/SB-DVBE-Program-Violations-and-Sanctions?search=suspendedhttps://calrecycle.ca.gov/buyrecycled/trashbags/compliancelists/https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.htmlhttps://bizfileonline.sos.ca.gov/search/business Narrative Response

Department of General Services - Procurement Division
Event ID 0000035538
Exhibit 3, Narrative Response
Bidder:
Question #Description of RequirementRFP SectionBidder's Response
Response required with bid submittal
1In accordance with the Iran Contracting Act, does Bidder certify it is not on the current list of persons engaged in investment activities in Iran created by DGS?
Yes or No response only3.2.8
2In accordance with the Iran Contracting Act, does Bidder certify it is not a financial institution extending $20 million or more in credit to another person/vendor, for 45 days or more, if that other person/vendor will use the credit to provide goods or services in the energy sector in Iran and is identified on the current list of person engaged in investment activities in Iran created by DGS?

Yes or No response only 3 Has Bidder obtained an exemption from the certification requirement under the Iran Contracting Act?

Yes or No response only If yes, submit documentation demonstrating the exemption approval with the bid response.

4Is the Bidder a California certified small business or small business/Nonprofit Veteran Services Agencies (SB/NVSA) claiming the small business preference?
Yes or No response only3.2.14
5Is the Bidder a non-small business claiming at least 25 percent small business subcontractor preference?
Yes or No response only3.2.14
6Is the Bidder claiming the Disabled Veteran Business Enterprise (DVBE) incentive?
Yes or No response only3.2.14
7Is the Bidder claiming a TACPA preference?
Yes or No response only3.2.14
8Is a Trade-In program offered?
Yes or No response only3.1.12.3
9What is the Bidder's restocking fee percentage?

(Percentage only, not to exceed 10%)

7.29
Response may be provided with bid submittal or within five (5) working days after notification from the State
10Provide Bidder’s Secretary of State business number.3.2.3
11Provide the California Department of Tax and Fee Administration Retailer’s Seller Permit number.3.2.3
12Describe Bidder’s Distribution Plan3.2.19
13Does Bidder intend to provide GenAI as a deliverable to the State or 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.
Yes or No response only3.2.12
14Has the Bidder conducted business outside of the United States in the last 3 years?

Yes or No response only

3.2.6
15Will the Bidder allow the use of Cal Card in a resulting contract? Yes or No response only7.32
16Provide the URL for the OEM's MSRP catalog.3.2.1
End of Sheet

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