I1219_Strategic_Planning_-_RFQ.pdf

Request for Quote (RFQ) #: I1219 Strategic Planning & Software Open Market (Competitive)

Please review this RFQ and if interested in responding, submit a quotation via the Vendor Submission Portal. Fax quotations will not be accepted. To be considered responsive, the quotation must be received by the RFQ Due Date, and the Administrative Requirements listed below must be included in the Supplier’s submitted quotation. In submitting a proposal, Proposers agree that they have read, understood, and will comply with the instructions found herein. Failure to comply with any of the requirements may result in rejection of a Proposer's proposal. By submitting a response, Proposers agree to the terms and conditions stated in this solicitation and any resulting agreement.

ACTION DATES

Release of RFQ: May 18, 2026

RFQ Due Date: May 28, 2026, 10:00 AM

DSH Procurement Office Contact Alfredo Rosales alfredo.rosales@dsh.ca.gov

(916) 562-3799

1. General Information

1.1. Method of Award

DSH reserves the right to determine the successful quotations(s) either on the basis of individual items or on the basis of all items included in its RFQ, unless otherwise expressly provided in DSH’s RFQ. Unless the supplier specifies otherwise in its quotation, DSH may accept any item or groups of items of any quotation. DSH reserves the right to modify or cancel in whole or in part it’s RFQ at any time.

1.2. Bidder Instruction DGS PD 451

The following Bidder Instructions contains information to assist in the bidder in submitting their response. Form DGS PD 451, Bidder Instructions – Effective 11/09/2011 https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/GSPD/Bidders-Instructions.ashx

1.3. Award of the Purchase Order (PO)

Award of the Purchase Order (PO) will be made to the supplier that meets all of the Section 2.

Administrative Requirements stated below and provides the lowest net cost quotation.

1.4. Document Attachments

If applicable, the following documents will be attached to this solicitation and will be made as part of the Purchase Order: Attachment 4: Statement of Work and Budget Details and Payment Provisions.

1.5. Terms and Conditions

IT General Provisions for Non-Cloud Goods and Services (Effective 02/20/2025) IT General Provisions for Cloud Computing Services (Effective 02/20/2025)

1.6. Software License and Maintenance Fees

Software license and maintenance fees are considered subscriptions. Any purchase order awarded to a supplier for software support and maintenance for 12 months or longer will be paid for the first year only and must be invoiced on an annual basis for the remaining subscription period.

https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/GSPD/Bidders-Instructions.ashx 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/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf

1.7. Small Business Preference

Suppliers who request and qualify as a California-certified small business will be given a five (5) percent preference for bid evaluation purposes only.

In addition, a five (5) percent bid preference is available to a non-small business claiming 25 percent California-certified small business subcontractor participation. Suppliers claiming this preference must be certified by California as a small business or must commit to subcontract at least 25 percent of the net bid price with one or more California-certified small businesses.

Small Business Nonprofit Veteran Services Agencies (SB/NVSA) prime Suppliers meeting requirements specified in the Military and Veterans Code §999.50 et seq. and obtaining a California certification as a small business are eligible for the five (5) percent small business preference.

Suppliers desiring to claim this preference must choose a Small Business Preference Statement(s) required at the following link: https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf

1.8. DVBE Incentive

For suppliers that request and qualify for the Disabled Veteran Business Enterprise (DVBE) Incentive, in accordance with Military and Veterans Code §999.5(a), an incentive will be given to suppliers who provide DVBE participation. For evaluation purposes only, DSH shall apply an incentive to the quotations that propose California certified DVBE participation as identified on the Section 2.5. Bidder Declaration (GSPD-05-105) and confirmed by DSH. The incentive amount for the lowest net cost quotation will vary in conjunction with the percentage of DVBE participation. The following table identifies the percentages that will be used to adjust the net quotation price when calculating the DVBE Incentive:

Confirmed DVBE Participation of: DVBE Incentive:

5 percent and Over 5 percent 4 percent – 4.99 percent inclusive 4 percent 3 percent – 3.99 percent inclusive 3 percent

Suppliers responding to this solicitation who have been certified by California as a DVBE (or who are offering 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). The form link is as follows:

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form(s).

The completed form should be included in the solicitation response. At DSH’s option prior to award, https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf contractors responding to a solicitation may be required to submit additional written clarifying information. Failure to submit the requested written information as specified may be grounds for quotation rejection.

1.9. Suppliers Responding

All Suppliers responding to this solicitation must complete the Bidder Declaration GSPD-05-105 and include it with their response. When completing the declaration, Suppliers responding to the solicitation, if applicable, must identify all subcontractors proposed for participation in the contract.

Suppliers awarded a PO/Contract as a result of this solicitation are contractually obligated to use the subcontractors for the corresponding work identified unless the State agrees to a substitution and it is incorporated by amendment to the PO/Contract. The Section 2.5. Bidder Declaration (GSPD-05-105) form link is in the Section 2. Administrative Requirements below.

2. Administrative Requirements

Please complete, sign and return all required administrative documents listed below.

2.1. Cover Sheet

ATTACHMENT 1: COVER SHEET

2.2. DSH B-1 Cost Table

ATTACHMENT 2: DSH COST TABLE

2.3. Commercially Useful Function (CUF) Documentation

ATTACHMENT 3: COMMERCIALLY USEFUL FUNCTION DOCUMENTATION

2.4. STD 204, Payee Data Record

STD 204, Payee Data Record http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf

2.5. Bidder Declaration (GSPD-05-105)

http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf

Bidder Declaration (GSPD-05-105) must be completed and attached using the link below:

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf Vendors who have been certified by California as a DVBE (or who are providing rental equipment and have obtained the participation of subcontractors certified by California as a DVBE) should 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).

Form - STD. 843 (Rev. 11/2005) (ca.gov)

2.6. DVBE Declaration

If DVBE is claimed, a DVBE Declarations (STD 843) must be completed and attached using the link below:

2.7. Seller's Permit

Seller’s Permit - A copy of the permit is required for any tangible goods purchased

2.8. Corporate Qualifications

Provide the applicable California Corporation ID# issued by the Secretary of State

2.9. California Civil Rights Laws Certification

California Civil Rights Laws Certification (contracts $100,000 and over) must be completed and attached using the link below:

https://www.dgs.ca.gov/-/media/Divisions/OLS/Forms/CALIFORNIA-CIVIL-RIGHTS-LAWS- ATTACHMENT.pdf

2.10. Statement of Work (SOW)

Review SOW in its entirety, complete Vendor contact information and Privacy and Information Security Officer information and return SOW.

2.11. Delivery

Final delivery, inspection and acceptance shall be at the location described in the "Ship To" address.

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Forms/CALIFORNIA-CIVIL-RIGHTS-LAWS-ATTACHMENT.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Forms/CALIFORNIA-CIVIL-RIGHTS-LAWS-ATTACHMENT.pdf

2.12. SOW CONTACT INFORMATION

Please complete the following information regarding the Primary and Back up Point of Contact (POC) for the duration of the contract. This information will be used to complete the language in the Statement of Work. This document is required

First, download this file. Then after you've completed it, please export it and attach it below.

2.13. GenAI Technology Use & Reporting

The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI, while balancing the risks of these 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.

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

Upon notification by a Bidder/Offeror of GenAI as required, the state reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the state.

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

https://sb-public-files.s3.us-gov-west-1.amazonaws.com/SOW+CONTACT+INFORMATION+x+(1).pdf https://www.dgs.ca.gov/Resources/SAM/TOC/4900/4986-2 https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=GOV&sectionNum=11549.64.&highlight=true&keyword=Generative%20Artificial%20Intelligence