IFB__10222357.pdf
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- Attached to
- IFB #10222357 - Boat Portage Services
- Solicitation number
- 0000040486
- Issued by
- California
About this file
IFB #10222357 – Boat Portage Services
This Invitation for Bid (IFB) is issued by the State of California, Department of Water Resources (DWR), for boat portage services supporting the Temporary Barriers Project managed by the Division of Operations and Maintenance. The project involves the annual installation of three rock barriers in South Delta channels to mitigate impacts of the State Water Project and Central Valley Project on water levels for agricultural diversions. The contractor will provide boat trailering services (including launching and receiving) at two sites: Old River near Tracy and Grant Line Canal near Tracy Boulevard Bridge in San Joaquin County. Services are required from approximately May 15 through November 21 annually, with operations at the Old River site from 8 AM to 6 PM Monday through Friday and 7 AM to 7 PM Saturday and Sunday, and at Grant Line Canal from 6 AM to 8 PM daily, seven days per week. The mandatory pre-bid conference is scheduled for October 8, 2026 at 9:30 AM at the Grant Line Canal site. Bids must be submitted by October 22, 2026 at 4:00 PM, with public bid opening on October 26, 2026 at 9:30 AM via Microsoft Teams. The anticipated contract start date is January 2027, with an initial three-year term and an option to renew for two additional years under the same terms and conditions.
The contractor must provide two trucks with Class 5 hitches and two universal trailers capable of hauling v-hull boats up to 25 feet long with a maximum load capacity of 7,000 pounds, along with two operators. Bidders must submit hourly labor rates for straight-time hours (4,570 estimated annual hours) and extended work rates (106 estimated annual hours), as well as weekly rates for equipment rental (two trucks and two trailers for approximately 28 weeks annually). The bid is evaluated on a lowest responsible bidder basis after consideration of applicable preferences. Small Business Preference Program requirements allow certified small businesses a five percent calculation preference, and non-small business bidders subcontracting at least 25 percent of work to certified small businesses may receive a five percent non-small business preference. The Disabled Veteran Business Enterprise (DVBE) Incentive Program is voluntary and provides eligible bidders an incentive calculation ranging from one to five percent based on DVBE participation levels. Contractor must maintain commercial general liability insurance with limits of $1,000,000 per occurrence and $2,000,000 aggregate, workers' compensation with statutory limits, automobile liability of $1,000,000 combined single limit, and motor truck cargo liability insurance with combined single limits of $100,000. All personnel must possess current California Business Licenses, valid Class C California Driver's Licenses, and active California Boater Cards. No guarantee of work hours is provided under this contract.
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STATE OF CALIFORNIA – CALIFORNIA NATURAL RESOURCES AGENCY GAVIN NEWSOM, Governor
DEPARTMENT OF WATER RESOURCES
715 P STREET, 7th FLOOR P.O. BOX 942836
SACRAMENTO, CA 94236-0001
Rev. 7-1-2026
INVITATION FOR BID
Notice to Prospective Bidders
September 25, 2026
You are invited to review and respond to this Invitation for Bid (IFB) number 10222357 for Boat Portage Services.
The anticipated term of this agreement is three (3) years, with the option to renew for an additional two (2) years under the same terms and conditions. In submitting your bid, you must comply with these instructions.
Note that all agreements entered into with the Department of Water Resources, hereinafter referred to as the “State”, incorporates, by reference, the State’s General Terms and Conditions (GTC) and Contractor Certification Clauses (CCC) that may be viewed and downloaded at the Department of General Services (DGS) website:
https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List- Folder/Standard-Contract-Language
If you do not have Internet access, a hard copy can be provided by contacting the person listed below. The CCC package contains clauses and conditions that may apply to your Agreement and to anyone doing business with the State. The Certification will be kept on file in a central location.
Inquiries regarding the processing of this bid should be referred to Acacia Valenzuela at (916) 902-6078 or Acacia.Valenzuela@water.ca.gov. Please note that no verbal information given will be binding upon the State unless such information is issued in writing as an official addendum to this solicitation.
Sincerely, Jacob McQuirk
Jacob McQuirk, P.E., Manager Water Initiatives Planning and Management Branch Division of Operations and Maintenance Department of Water Resources
Attachment(s) https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language mailto:Acacia.Valenzuela@water.ca.gov
IFB #10222357
TABLE OF CONTENTS
Page
Purpose and Description of Services 4
Bidder Minimum Qualifications 4
Bid Requirements and Information 4
Bid Key Action Dates 4
Location Where Work Will Be Performed 5
Mandatory Pre-Bid Conference 5
Submission of Bid 5
Evaluation and Selection Process 7
Tax Delinquent Status Verification 8
Generative Artificial Intelligence (GenAI) Disclosure 8
Award and Protest 8
Disposition of Bids 9
Standard Conditions of Service 9
Payee Data Record (Std. 204) 9
Key Employee Policies and Guidelines Notice Acknowledgment (Consultants and Contractors) (DWR 9524a)
Small Business Preference Program 10
Disabled Veteran Business Enterprise Program 12
Pending Small Business or Disabled Veteran Business Enterprise Certification Application 14
Bid Checklist 15
Attachment I – Bid Sheet 16
Attachment II – Bid/Bidder Certification Sheet 19
Completion Instructions for Bid/Bidder Certification Sheet 20
Attachment III – Bidder References 21
Attachment IV – Darfur Contracting Act Certification 22
Attachment V – Generative Artificial Intelligence (GenAI) Disclosure (DWR 9834) 23
Attachment VI – Bidder Certification of DVBE Participation (DWR 9526) 24
Attachment VII – DVBE Declarations (DGS PD 843) 25
Attachment VIII – Bidder Declaration (DGS PD 05-105) 26
Attachment IX – California Civil Rights Laws Attachment 27
Attachment X – Iran Contracting Act 28
Sample Contract – Standard Agreement (Std. 213) 29
Exhibit A – Scope of Work 30
Attachment 1 – Site Map 35
Exhibit B – Budget Detail and Payment Provisions - Private Entities 36
Attachment 1 – Bid Sheet Placeholder 37
Exhibit C – General Terms and Conditions 38
Exhibit D – Special Terms and Conditions for Department of Water Resources – Standard Payable
(DWR 9544)
Attachment 1 – Recycled Content Certification Form (DWR 9557) 42
Exhibit E – Additional Provisions 44
Attachment 1 – Protection of Confidential and Sensitive Information 49
Attachment 2 – Non-Disclosure Certificate 51
Attachment 3 – Small Business Subcontractor Payment Certification (DWR 9683) 52
A. Purpose and Description of Services
The Contractor (Contractor) will provide boat portage services for the Temporary Barriers Project. The Temporary Barriers Project, managed by the Division of Operations and Maintenance (O&M) Water Initiatives Planning and Management Branch (WIPM), involves the annual installation of three (3) rock barriers in the South Delta channels to mitigate the impacts of the State Water Project (SWP) and Central Valley Project on water levels for agricultural diversions. Two (2) of the three (3) barrier site’s locations require boat portage as the barriers block navigable channels and typically prevent boat passage from May through November of each year. Thus, boat portage is needed to trailer boats across the rock barriers.
B. Bidder Minimum Qualifications
1. Bidder must possess and provide proof of an active, current California Business License.
2. Bidder must provide proof of an active, valid Class C California Driver’s Licenses for all personnel.
3. Bidder must provide proof of experience related to boat trailering (including launching and receiving boats) in Attachment III, Bidder References.
4. Bidder must possess and provide proof of active, current California Boater Cards for all personnel.
5. Bidder must be able to provide the required equipment (two trucks and two trailers) and provide proof thereof (for example: copy of quote or estimate of lease/purchase, or proof of ownership).
C. Bid Requirements and Information
1. BID KEY ACTION DATES
All bidders must adhere to the following time schedule:
IFB available to prospective bidders on: Friday, September 25, 2026
Mandatory Pre-Bid Conference to be held on: Thursday, October 8, 2026 at 9:30am
Mandatory Pre-Bid Conference doors close at: Thursday, October 8, 2026 at 9:45am
No bidder will be allowed into the conference once doors close.
Bids must be received by: Thursday, October 22, 2026 by 4:00pm
Bid opening to be held on: Monday, October 26, 2026 at 9:30am
Anticipated start date of agreement is: January 2027
Bid Openings: Sealed bids will be publicly opened and read via a TEAMS link. You may participate using the link provided below.
Topic: Public Bid Opening: IFB #10222357 − Boat Portage Services Time: Monday, October 26, 2026 at 9:30am
Join TEAMS Meeting https://teams.microsoft.com/meet/272273717001852?p=VlwGWIXyF8ur4xFfLz
Meeting ID: 272 273 717 001 852 Passcode: DN3Cn2bK
Or by Telephone (Audio Only):
Dial: +1 916-573-2034 Phone Conference ID: 417 739 07# https://teams.microsoft.com/meet/272273717001852?p=VlwGWIXyF8ur4xFfLz
* Please note that the bid opening via TEAMS will be visual only with no opportunity for questions and answers.
2. LOCATION WHERE WORK WILL BE PERFORMED
Contractor will provide services at the Temporary Barriers located at Old River near the city of Tracy (ORT) and Grant Line Canal (GLC) in San Joaquin County (Exhibit A, Attachment 1, Site Map).
a. Old River near the city of Tracy, San Joaquin County. Latitude 37.8103 N, Longitude 121.5428 W, Section 28, Township 1S, Range 4E, U.S. Geological Survey (USGS) map Clifton Court Forebay, Assessor’s Parcel Number 189-050-43
b. Grant Line Canal near the Tracy Boulevard Bridge in San Joaquin County. Latitude 37.8199 N, Longitude 121.4483 W, Section29, Township 1S, Range 5E, U.S. Geological Survey (USGS) map Union Island, Assessor’s Parcel Number 189- 240-20,189-170-07 and 189-170-03
3. MANDATORY PRE-BID CONFERENCE
a. Contractors must attend the mandatory pre-bid conference in order to have their bid accepted. The mandatory pre-bid conference will be held at:
Grant Line Canal near the Tracy Boulevard Bridge in San Joaquin County (Site 2) Latitude 37.8199 N
Longitude 121.4483 W Section29, Township 1S, Range 5E
U.S. Geological Survey (USGS) Map Union Island Assessor’s Parcel Number 189- 240-20,189-170-07 and 189-170-03
b. Contractor personnel attending the mandatory pre-bid conference must have Government-issued identification, hard hat(s), and safety shoes.
c. Substantive questions regarding bidding and contracting requirements will be addressed at the pre-bid conference only. No questions with regards to requirements and provisions detailed in the Scope of Work will be addressed before or after the conference.
d. The pre-bid conference will be the sole forum for addressing questions regarding bid and contract requirements. If appropriate, DWR may issue an Addendum to this IFB as a result of items discussed at the pre-bid conference.
e. Prospective bidders attending this pre-bid conference will receive information regarding the bid. In the event a prospective bidder is unable to attend a mandatory pre-bid conference, an authorized representative may attend on the prospective bidder’s behalf. The representative may sign in for only one company. If this is not an option available to you, please contact the State for possible alternative accommodations.
f. If a prospective bidder needs assistance because of physical impairment, reasonable accommodation will be provided by DWR if requested. To request reasonable accommodation, please call Acacia Valenzuela at (916) 916-902-6078 no later than 5:00 p.m. on the fifth (5th) business day prior to the scheduled date of the pre-bid conference.
4. SUBMISSION OF BID
a. Bids must be submitted by United States Postal Service (USPS) mail, hand delivery, United Parcel
Service (UPS), express mail, or Federal Express.
i. Bids submitted by USPS must be addressed to:
O&M Contract Services Section
Attn: Acacia Valenzuela P.O. Box 942836
715 P Street, 5th Floor Sacramento, California 94236-0001
ii. Bids submitted by hand delivery must be given to Acacia Valenzuela on or before the bid due date and time of Thursday, October 22, 2026 by 4:00pm. Please coordinate a day and time via phone at (916) 902-6078 or via e-mail at Acacia.Valenzuela@water.ca.gov.
iii. Bids submitted by UPS, express mail, or Federal Express must be addressed to:
O&M Contract Services Section
Attn: Acacia Valenzuela 715 P Street, 5th Floor
Sacramento, California 95814
b. All bids must include original signatures on the following documents: Bid/Bidder Certification Sheet and any other documents specified in the Bid Checklist.
c. Bids not including the documents identified in the Bid Checklist shall be deemed non-responsive and will be rejected.
d. All bids are to be sent to DWR within the time frame indicated in the Time Schedule. Bids received after the due date and time will be returned unopened to the prospective bidder.
e. All bids must be submitted under sealed cover. The sealed cover must be plainly marked with the IFB title and number, must show your firm’s name and address, and must be marked with “DO NOT
OPEN.”
f. Bids not submitted under sealed cover will be rejected. A minimum of two (2) signed bids must be submitted. One (1) bid must be submitted in hardcopy. One (1) bid must be submitted in an electronic format (Word and/or PDF File) on a USB Drive. Both bids must be signed and submitted in the same envelope. USB Drives can be returned at the request of the bidder once the solicitation is concluded.
g. Bids must be submitted for the entire service described within the Scope of Work. Deviations from the specifications will not be considered and will be cause for rejection of the bid.
h. The State does not accept alternate language from a bidder. A bid with such language will be considered a counter proposal and will be rejected. The State’s General Terms and Conditions (GTC) are not negotiable.
i. A bid may be rejected if conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. The State may waive any immaterial deviation in a bid. The State's waiver of immaterial defect shall in no way modify the IFB document or excuse the bidder from full compliance with the objectives if awarded the Agreement. The State may reject all bids if deemed necessary.
j. Costs for developing bids and preparation of award of the Agreement are entirely the responsibility of the bidder and shall not be chargeable to the State.
k. This IFB must be signed by an individual who is authorized to bind the bidding firm contractually. The signature must indicate the title or position that the individual holds in the firm. An unsigned bid will be rejected.
l. A bidder may modify a bid after its submission by withdrawal and resubmission before the bid due date. Modification of a bid offered in any other manner, oral or written, will not be considered.
m. A bidder may withdraw their bid by submitting a written request to the State for its withdrawal, signed by the bidder or an agent authorized in accordance with Paragraph l above. A bidder may thereafter submit a new bid before the bid submission deadline. Bids may not be withdrawn after the bid due date. Bids received after the due date and time will be returned unopened to the prospective bidder.
n. DWR may modify the IFB prior to the date fixed for submission of bids by the issuance of an
Addendum to all parties who received a bid package.
o. If all bids are too high, DWR is not required to award an Agreement.
p. Bids are public upon bid opening.
q. Bidders are cautioned not to rely on the State during the evaluation to discover and report all defects and errors in the bid documents. Bidders should carefully proofread documents for errors and adherence to the IFB requirements prior to bid submittal.
r. Where applicable, the bidder should carefully examine the worksite and specifications. Bidder shall investigate the conditions, character, quality of surface, subsurface materials, or obstacles to be encountered. No additions to the Agreement amount will be made because of failure to thoroughly examine the worksite and specifications.
s. Public Bid Openings may be conducted in person or online. Bid openings conducted online will be done virtually using TEAMS. You may participate using the link provided in the solicitation under Section C Paragraph 1 above.
5. EVALUATION AND SELECTION PROCESS
a. The State will put each bid through a process of evaluation to determine the responsiveness of bidders to the State's needs. The final selection will be made on the basis of the lowest responsible bid meeting the specifications.
b. Bids containing false or misleading statements or providing references that do not support an attribute or condition claimed by the bidder may be rejected. If, in the opinion of the State, information was intended to mislead the State in its evaluation of the bid, and the attribute, condition, or capability is a requirement of this IFB, it will be the basis for rejection of the bid.
c. If, in the opinion of the State, the submitted bid information is determined to be unbalanced, the
State may reject the bid. An “unbalance bid” is a bid that, in the sole discretion of the State, has nominal prices for work item(s) that represent substantive work and/or overly enhanced prices for nominal work item(s).
d. At the time of bid opening, each bid will be checked for the presence or absence of required information in conformance with the submission requirements of this IFB.
e. Bids submitted that include option years will be evaluated based on the total bid amount for all years provided for the overall bid ranking. However, the total bid amount, for determining the contract amount will not include the option years.
f. The contract will be awarded to the lowest responsible bidder after consideration of any applicable preferences. If there are tied bids, representatives of the State will draw straws to pick the winning bidder. The drawing will be witnessed and documented by two (2) or more State employees.
6. TAX DELINQUENT STATUS VERIFICATION
a. Effective July 1, 2012, Public Contract Code 10295.4, requires state agencies to verify the tax delinquent status of bidders responding to state solicitations.
b. At the time of bid evaluation, prior to contract award and execution, the State will verify all proposing firms and identified subcontractors as not listed as tax delinquent by the Franchise Tax Board and the California Department of Tax and Fee Administration. Any proposing firms or subcontractor listed as tax delinquent shall result in a proposal rejection and will not be considered for contract award.
Proposing firms wanting further clarification can refer to the statute above or to the web sites listed below for additional information.
California Department of Tax and Fee Administration – Top 500 Sales Tax and Use Delinquencies in California https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm
Franchise Tax Board – Top 500 Delinquent Tax Payers https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html
7. GENERATIVE ARTIFICIAL INTELLIGENCE (GEN AI) DISCLOSURE
a. 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.
b. 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.
c. 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.
d. 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.
e. 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.
8. AWARD AND PROTEST
a. A bidder may protest the award of a contract on the grounds that it (the bidder) is the lowest responsible bidder meeting the specifications and should therefore be awarded the contract.
b. A protestant must be able to prove that the awarding agency has committed a material error in the conduct of the bid award process.
c. Public inspection of all bids will be allowed after the bid opening.
d. Protests must be received in a timely manner pursuant to Public Contract Code Section 10345, as http://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=10295.4.&lawCode=PCC https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html applicable. In order to be considered timely, a protest must be filed with the State Agency conducting the solicitation and DGS before the contract award is made.
e. Please note that if the award will be made to other than the low bidder, any protests must be filed within five (5) business days of notice to the low bidder that the contract was awarded to another bidder. If a written request was submitted by a bidder to the State agency requesting that a notice of intent to award be posted, the protest must be filed during the five (5) business days the notice is posted.
f. Within five (5) business days of filing the protest, the protestant must submit a detailed written statement of protest if the original protest did not contain the complete grounds for the protest.
g. Both the original protest and/or the detailed statement of protest, if any, must include the IFB number, the name of the State Agency conducting the solicitation, State agency contact person, and protestant’s fax number, if any.
h. The protest documents may be sent by regular mail, email, courier, or personal delivery to:
Department of General Services
Office of Legal Services Attention: Bid Protest Coordinator
707 Third Street, 7th Floor, Suite 7-330 West Sacramento, California 95605
Bid Protest Coordinator Email address: OLSProtests@dgs.ca.gov
AND
Contract Specialist Email Address: Acacia.Valenzuela@water.ca.gov
i. Upon receipt of the protest, DGS shall send the protestant an acknowledgement letter and thereafter communicate with the parties regarding further disposition of the protest.
9. DISPOSITION OF BIDS
Upon bid opening, all documents submitted in response to this IFB will become the property of the State and will be regarded as public records under the California Public Records Act (Government Code Section 7920 et seq.) and are subject to review by the public. Bids may be returned at the request and expense of the bidder.
D. Standard Conditions of Service
1. Service(s) shall not commence until the Agreement is fully executed and all approvals have been obtained.
2. All performance under the Agreement shall be completed on or before the termination date of the Agreement unless this Agreement is amended to extend the term.
3. No oral understanding or agreement shall be binding on either party.
E. Payee Data Record
1. The Contractor awarded this Agreement must have completed and submitted form STD 204, Payee Data Record, to determine if the Contractor is subject to a seven percent State Income Tax withholding pursuant to California Revenue and Taxation Code Sections 18662, 18805, and 26131.
mailto:OLSProtests@dgs.ca.gov
2. No payment shall be made unless the Payee Data Record form has been completed and returned to the State.
F. Key Employee Policies and Guidelines Notice Acknowledgment (Consultants and Contractors)
The selected contractor awarded this Agreement must complete and submit the form DWR 9524a, Key Employee Policies and Guidelines Notice Acknowledgment. These policies and guidelines communicate expectations for contractors. Every contractor or subcontractor’s employee is expected to read and understand the material contained within. Primary contractor/subcontractors are responsible for ensuring that their employees are aware of and adhere to the policies and guidelines.
G. Small Business Preference Program
1. The Small Business Procurement and Contract Act Government Code (GC) Section 14838 et. seq.
requires that a fair share of the State’s purchases and contracts for goods, information technology services and construction be placed with a certified Small Business (SB) or Micro-Business (MB). The Act mandates that state agencies:
a. Establish participation goals,
b. Provide a five percent (5.0%) SB calculation preference, and
c. Provide the opportunity for bidders to receive a five percent (5.0%) non-small business (NSB) calculation preference when achieving twenty-five percent (25.0%) SB participation through subcontracted efforts.
Bidder which is awarded the contract is committed to paying the stated percentage of the total contract amount (including contract amendments) to the SB subcontractor(s) as declared on the DGS PD 05-105 form. SB bidders and subcontractors must be certified by DGS/OSDS to participate in SB Preference program.
2. SMALL BUSINESS PREFERENCE
The SB Preference offers certified SBs and MBs a calculation preference in the amount of five percent (5%) of the lowest responsible bid submitted by a bidder who is not a certified SB. The SB Preference is used as a calculation for determining the lowest bidder and does not affect the actual price bid.
Responding bidders must:
a. Includes in its bid a notification to the awarding department that it is an SB or that it has submitted to
The Department of General Services, Office of Small Business & Disabled Veteran Business Enterprise Services (DGS/OSDS) a complete application no later than 5:00 p.m. on the bid due date, and is subsequently certified by DGS/OSDS as an SB; and
b. Include copy of firm’s DGS/OSDS SB certification
c. Submits a timely, responsive bid; and
d. Be determined to be a responsible bidder.
3. NON-SMALL BUSINESS PREFERENCE
Non-small business (NSB) bidders will be granted a five percent (5.0%) NSB preference on a bid evaluation when a responsible NSB has agreed to subcontract at least twenty-five percent (25.0%) of their bid price with a California certified SB and if the NSB bidder’s bid is not the low price bid, or when a proposal has been not been ranked as the highest scored bid pursuant to the evaluation of the solicitation.
Responding bidders must:
a. Include information on required form DGS PD 05-105, Attachment VIII, of the DGS/OSDS certified
SB subcontractor(s) with which it commits to subcontract a total of at least twenty-five percent (25%) of its net bid price (refer to page two of form for detailed instructions);
https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=14838.&lawCode=GOV
b. Include copy of the DGS/OSDS certification for each identified SB;
c. Submits a timely, responsive bid; and
d. Be determined to be a responsible bidder.
4. NON-SMALL BUSINESS PREFERENCE CALCULATION
The NSB calculation preference five percent (5.0%) is used for bid evaluation purposes only. Awards made as a result of the NSB preferences shall be awarded at the bidder’s original bid price. The preference shall be computed as follows:
Bidder A, (Low Bid), non-small business: $125,000 Bidder B, non-small business (subcontracting 25% to a certified small business)
$131,000
Calculation Preference: $125,000 x .05 = $6,250
Bidder B $131,000 Subtract calculated preference - $6,250
Adjusted Bid for Bidder B $124,750
Award is made to Bidder B as the low bidder at the bid price of $131,000.
5. TIES BETWEEN CERTIFIED SMALL BUSINESSES AND DVBE BUSINESSES
In the event of a precise tie between the bid of an SB and the bid of a Disabled Veteran Business Enterprise (DVBE) that is also an SB, the award shall go to the DVBE that is also an SB.
6. MAXIMUM ALLOWABLE PREFERENCES
In no event shall the amount of the SB or NSB subcontractor preferences awarded on a single bid exceed $50,000, and in no event shall the combined cost of the SB or NSB subcontractor preference and preferences awarded pursuant to any other provision of law exceed $100,000. The five percent (5%) calculation preference is used for computation purposes only and does not alter or affect the actual bid price or the amount of the executed contract. When a certified SB is the lowest responsive, responsible bidder, then there is no need to compute the SB preference as the SB is the low bidder.
7. COMMERCIALLY USEFUL FUNCTION (SBs) (Government Code (GC) section 14837(d) (4))
A certified SB, micro-business (MB) contractor, subcontractor or supplier, must meet commercially useful function (CUF) requirements under Government Code (GC) section 14837(d) (4). Selected firms must perform a CUF relevant to this contract.
The term “small business contractor, subcontractor or supplier” means any person or entity that satisfies the ownership (or management) and control requirements in accordance with GC section 14837(d) (4) and provides services or goods that contribute to the fulfillment of the contract requirements by performing a CUF. A person or an entity is deemed to perform a CUF if that person or entity does all of the following:
a. Is responsible for the execution of a distinct element of the work of the contract.
b. Carries out contractual obligations by actually performing, managing, or supervising the work involved.
c. Performs work that is normal for its business services and functions.
d. Is not further subcontracting a portion of the work that is greater than that expected to be subcontracted by normal industry practices.
https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=14837.&lawCode=GOV https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=14837.&lawCode=GOV https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=14837.&lawCode=GOV
e. Is responsible, with respect to products, inventories, materials, and supplies required for the contract, for negotiating price, determining quality and quantity, ordering, installing, and, if applicable, making payment
f. Its role is not an extra participant in the transaction, contract or project through which funds are passed in order to obtain the appearance of DVBE participation.
8. BIDDER CUF REQUIREMENTS
The Department will determine, to the best of its ability, that your firm meets the criteria above for CUF.
In responding to this solicitation, you are confirming that, under GC 14837 (d) (4) above, your business provides goods and/or services meet the definition of CUF. All bidders are required to provide CUF documentation using the State’s Bidder Declaration form DGS PD 05-105, Attachment VIII, included in the solicitation document. When completing the DGS PD 05-105, bidders must identify all subcontractors proposed for participation in the contract. Any bidder awarded a contract is contractually obligated to use the subcontractor for the corresponding work defined unless the State agrees to a substitution.
H. Disabled Veteran Business Enterprise Program
Solicitation is Exempt from DVBE Program Participation
The State has exempted DVBE Program requirements for this solicitation. However, for those firms voluntarily utilizing DVBE subcontractors, California Code of Regulations (CCR) 1896.99.100, the California DVBE Incentive provides responsive/responsible firms the opportunity to receive additional incentive calculations which DWR has determined to be a minimum participation commitment of three percent (3.0%).
The incentive is applied at the time of solicitation cost evaluation when a bidder has identified a California-certified DVBE subcontractor to provide services or commodities in support of the overall contract effort.
Application of the DVBE Incentive may not displace a certified small business low bidder.
Complete and provide the following forms for DVBE Incentive compliance:
DWR 9526, Attachment VI (Bidder Certification of DVBE Participation)
DGS PD 843, Attachment VII (DVBE Declarations)
DGS PD 05-105, Attachment VIII (Bidder Declaration) − Refer to page two of form for detailed instructions.
DGS/OSDS Certification(s) for bidder and/or subcontractor(s). Bidder and/or subcontractors must be certified by DGS/OSDS to apply for DVBE incentive
DVBE Incentive is as follows:
DVBE Participation Incentive Percentage (%)
5.0% or over 5.0%
4.0% to 4.99% 4.0%
3.0% to 3.99% 3.0%
2.0% to 2.99% 2.0%
1.0% to 1.99% 1.0%
If you need assistance with finding a certified DVBE subcontractor, you can contact California Department of Veterans Affairs (CalVet) DVBE Program:
o Website: https://www.calvet.ca.gov/contact o Phone Number: 800-952-5626 o Email: DVBE@calvet.ca.gov https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=14837&lawCode=GOV https://govt.westlaw.com/calregs/Document/IB12922901BF311EE8DA6DAFA82226BB2?viewType=FullText&originationContext=documenttoc&transitionType=CategoryPageItem&contextData=(sc.Default)&bhcp=1 https://www.calvet.ca.gov/contact mailto:DVBE@calvet.ca.gov
You can also do a certified vendor search on Cal eProcure:
https://caleprocure.ca.gov/pages/PublicSearch/supplier-search.aspx?psNewWin=true
1. DWR SB/DVBE PROGRAM MANAGER PRE-REVIEW OF DVBE DOCUMENTATION
The Department’s SB/DVBE Program Manager offers a pre-review of a bidder’s DVBE documentation prior to proposal submission. Since non-compliance with the DVBE program is immediate cause for rejection, the State strongly recommends firms interested in bidding take advantage of this opportunity to ensure they are fully compliant with DVBE Program participation requirements.
Bidders should allow at least five (5) working days for pre-review of their DVBE documentation and submit them to the following:
SB/DVBE Program Manager Email: SB.DVBE@water.ca.gov
Upon satisfactory review of the bidder’s DVBE documentation, the DWR SB/DVBE Program Manager issues a Notification of Compliance which the bidder will submit with their bid submittal.
2. DVBE INCENTIVE PROGRAM
Under CCR 1896.99.100, the California DVBE Incentive provides responsive and responsible bidders the opportunity to receive additional incentive calculations. The incentive is applied at the time of solicitation evaluation when a proposing firm identifies and commits to using a California-certified DVBE subcontractor to provide services or commodities in support of the overall contract. Application of the DVBE Incentive may place the bidder in line for contract award.
The following are key elements of the DVBE Incentive Program:
a. The DVBE Incentive is applied during the evaluation process and is only applied to responsive bids from responsible bidders proposing the percentage(s) of DVBE participation for the incentive(s) specified in the solicitation.
b. DVBE Incentive participation is at the discretion of the bidder and is optional when overall DVBE
Program requirements are exempt by the State for that solicitation.
c. When requesting the DVBE Incentive Application, a bidder must complete and return the DVBE Incentive Application Request included within this solicitation with their proposal at time of submission.
d. DVBE certified firm (bidder and/or subcontractor(s)) must be certified by DGS/OSDS.
e. Services or commodities provided by the DVBE firm MUST meet the definition of CUF as defined under Government Codes: 14837 and 14842.5; Military and Veterans Code 999 (B) (i) (ii); and California Code of Regulations 1896.71. A DVBE firm determined as not meeting CUF regulations will render the responding firm ineligible for the DVBE Incentive Application.
f. Bidder which is awarded this contract, is committed to paying the stated percentage (on each form
DWR 9526) of the total contract amount (including contract amendments) to the DVBE subcontractor declared on this form.
3. COMMERCIALLY USEFUL FUNCTION − DVBEs (MVC 999(B))
Firms selected must perform a “commercially useful function” relevant to this contract. The term “DVBE contractor, subcontractor or supplier” means any person or entity that satisfies the ownership (or management) and control requirements of CCR 1896.61(f); is certified in accordance with CCR 1896.70 https://caleprocure.ca.gov/pages/PublicSearch/supplier-search.aspx?psNewWin=true mailto:SB.DVBE@water.ca.gov https://govt.westlaw.com/calregs/Document/IB12922901BF311EE8DA6DAFA82226BB2?viewType=FullText&originationContext=documenttoc&transitionType=CategoryPageItem&contextData=(sc.Default)&bhcp=1 https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=14837&lawCode=GOV https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=14837&lawCode=GOV https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=999&lawCode=MVC https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=999&lawCode=MVC https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=999&lawCode=MVC https://www.law.cornell.edu/regulations/california/2-CCR-1896.61 https://www.law.cornell.edu/regulations/california/2-CCR-1896.70 and provides services or goods that contribute to the fulfillment of the contract requirements by performing a commercially useful function. As defined in MVC 999(B), a person or an entity is deemed to perform a “commercially useful function” if a person or entity does all of the following:
a. Is responsible for the execution of a distinct element of the work of the contract;
b. Carries out the obligation by actually performing, managing, or supervising the work involved;
c. Performs work that is normal for its business services and functions
d. Is not further subcontracting a portion of the work that is greater than that expected to be subcontracted by normal industry practices
e. 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; and
f. Its role is not an extra participant in the transaction, contract or project through which funds are passed in order to obtain the appearance of DVBE participation.
4. ORDER OF EVALUATION
For purposes of evaluation, first SB Preference will be applied, followed by the DVBE Incentive calculation.
I. Pending Small Business or Disabled Veteran Business Enterprise Certification Applications
Bidders wishing to apply for the SB Preference, NSB Preference or DVBE Incentive related to this solicitation and have pending SB or DVBE certification(s) applications under review by DGS/OSDS, you must have:
1. Notified DGS/OSDS that you are responding to a solicitation and are seeking an expedite review of your
SB or DVBE certification application in relation to the solicitation;
2. Provided DGS/OSDS with the Bid Key Action Dates page from the solicitation itself; and
3. Must have submitted a complete application with all required forms and documentation to DGS/OSDS for review and approval by close of business of the Bid Submittal due date.
Bidders must notify the State in writing at the time of bid submission that they have an application for SB or DVBE certification under review at the DGS/OSDS, and that they wish to be considered for the SB Preference, NSB Preference or DVBE Incentive.
Contact DGS/OSDS at (916) 375-4940 to obtain information about the application expedite process or at the following website:
https://www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-Accordion-List/OSDS/OSDS https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=999&lawCode=MVC https://www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-Accordion-List/OSDS/OSDS
BID CHECKLIST
Please review the following checklist for a list of documents that must be returned with your bid package. Please read the State of California’s General Terms and Conditions (GTC) before signing and submitting your bid package. The State does not accept alternate language from a bidder. A bid with such language will be considered a counter proposal and will be rejected. The GTC’s are not negotiable. Unless otherwise noted, failure to include the required documents will be cause for bid rejection.
DOCUMENTS REQUIRED WITH SUBMISSION OF BID
Attachment I – Bid Sheet (must be signed and include all pages)
Attachment II – Bid/Bidder Certification Sheet
Attachment III – Bidder References (must provide proof of experience related to boat trailering, including launching and receiving boats)
Attachment IV – Darfur Contracting Act Certification
Attachment V – GenAI Disclosure (DWR 9834)
Attachment VIII – Bidder Declaration (DGS PD 05-105) (include all subcontracting information for entire bid on this one form also indicate if you are not subcontracting services)
Attachment IX – California Civil Rights Laws Attachment
Attachment X – Iran Contracting Act
Proof of Active, Current California Business License
Proof of Active, Valid Class C California Driver’s Licenses for All Personnel Proof of Active, Current California Boater Cards for All Personnel
Proof of Required Equipment (see Page 4, Section B.5)
SMALL BUSINESS PREFERENCE PROGRAM
If you are a prime firm which is SB-certified and/or subcontracting to an SB, you must complete and return the following forms:
- List all subcontracting information on Attachment VIII, Bidder Declaration (DGS PD 05-105) mentioned above; and
- Copy of current DGS/OSDS DVBE certification(s) for prime and/or subcontractor(s)
DVBE PARTICIPATION AND INCENTIVE PROGRAMS
If you are a prime firm which is DVBE-certified and/or subcontracting to a DVBE, you must complete and return the following forms:
- Attachment VI, Bidder Certification of DVBE Participation (DWR 9526);
- Attachment VII, DVBE Declaration (DGS PD 843);
- List all subcontracting information on Attachment VIII, Bidder Declaration (DGS PD 05-105) mentioned above; and
- Copy of current DGS/OSDS DVBE certification(s) for prime and/or subcontractor(s)
SB/DVBE Program Manager’s Notification of Compliance (if obtained in advance from the SB/DVBE Program Manager)
DOCUMENTS REQUIRED UPON CONTRACTOR SELECTION/BID AWARD
These documents are not required at the time of bid submittal; however, these documents will be required of the awarded firm upon contractor selection/bid award.
Contractor Certification Clauses (CCC) (must be signed once a contractor has been selected)
Payee Data Record (Std. 204)
Certificate(s) of Insurance
Key Employee Policies and Guidelines Notice Acknowledgment (Consultants and Contractors) (DWR 9524a)
ATTACHMENT I
BID SHEET
The estimated hours and quantities indicated below will be used solely for computing the cost as a fair and equitable formula to determine the low bidder and is not binding on the contracting agency. However, the actual rates quoted below by the bidder shall be binding for the term of the Agreement.
The bidder hereby agrees to provide all labor, materials, licenses, and transportation necessary to perform services required for the foregoing titled work in accordance with Exhibit A, Scope of Work (SOW). The rates listed on this Bid Sheet will include every item of expense, direct and indirect, including taxes incidental to the specific rates.
The bidder is required to bid for each item. Failure to indicate a dollar amount in any item will be grounds to reject the entire bid. A zero-dollar ($0.00) amount listed for any and all items will be interpreted and understood by the Department of Water Resources (DWR) to mean that the bidder indicating a zero-dollar ($0.00) amount will perform any such services, up to and including the quantity indicated, at no cost to the State. Notwithstanding the foregoing, the State may reject bids that are, as determined in the sole discretion of the State, unbalanced.
An “unbalanced bid” is a bid that has nominal prices for work item(s) that represent substantive work and/or overly enhanced prices for nominal work item(s).
In the event of computational error, unit prices will prevail over extended totals. DWR will check quote calculations and recalculate quote totals.
Work Hours:
A. The Contractor (Contractor) will provide bid rates for all labor classifications within this bid sheet. The hourly rates listed below will be the rates which Contractor will invoice DWR, and will include all costs, including overhead and benefits. DWR will only recognize the bid rates documented on this Bid Sheet.
B. Straight time (ST) is defined as all hours worked during normal work hours as specified below:
1. Normal Work Hours – Contractor will follow the specified work schedule at each of the two (2) job sites:
a. Old River near Tracy location: Monday through Friday, ten (10) hours per day (8 AM to 6 PM), and
Saturday to Sunday, twelve (12) hours per day (7 AM to 7PM)
b. Grant Line Canal location: Monday through Sunday, fourteen (14) hours per day (from 6 AM to 8 PM)
C. Extended Work Rates are defined as all hours worked during extended work hours as specified below:
1. Extended Work Hours – Contractor will be paid the Extended Work Rate during the following conditions.
Extended Work Hours must be pre-approved by the DWR Contract Manager before work commences.
a. Holidays: DWR recognizes the following holidays: New Year’s Day, Martin Luther King Jr. Day, President’s Day, Farmworkers Day, Memorial Day, Independence Day, Labor Day, Veteran’s Day, Thanksgiving Day, Day after Thanksgiving, and Christmas Day.
b. Emergency Work: An emergency may occur that requires boat portage services to be provided outside of normal work hours. This includes staying at the work site, or returning to the work site, after normal work hours have ended. Contractor will be notified by DWR staff if emergency work is needed.
Emergency work must be pre-approved by the DWR Contract Manager ahead of time. Contractor will respond immediately to perform urgent/emergency work when directed by DWR.
This Bid Sheet will be referred to as Exhibit B, Attachment 1 in the final contract.
Table 1: Annual Labor Rates
A B C
Work Hours Hours* Hourly Rate Total
(A) X (B) = (C)
Straight Time 4570 $ $
Extended Work Rate 106 $ $
Table 1 Subtotal: $
* Estimated hours per year reflects the max hours per year based on the timeline of work occurring between May 15 to November 21 annually.
Table 2: Annual Equipment Rates
A B C D
Equipment Quantity Weeks Weekly Rate** Annual Total
(A) X (B) X (C) = (D)
Truck 2 28 $ $
Trailer 2 28 $ $
Table 2 Subtotal: $
** Estimated weekly rate reflects the max hours per year based on the timeline of work occurring between May 15 to November 21 annually, which is approximately twenty-eight (28) weeks.
Table 3: Bid Amount
Table 1 Subtotal: $
Table 2 Subtotal: $
Annual Bid Amount:
(Table 1 Subtotal + Table 2 Subtotal)
Total Bid Amount:
(3 Years X Annual Bid Amount)
NO GUARANTEE OF WORK UNDER THIS CONTRACT.
In the event of computational error, unit prices will prevail over extended totals. DWR will check bid calculations and recalculate bid totals.
Company Name
Printed Name and Title of Bidder
Signature of Bidder
Date
I certify under penalty of perjury under the laws of the State of California, the foregoing is true and correct.
ATTACHMENT II
BID/BIDDER CERTIFICATION SHEET
This Bid/Bidder Certification Sheet must be signed and returned along with all the required attachments as an entire package in duplicate with original signatures. The bid must be transmitted in a sealed envelope in accordance with IFB instructions.
Do not return Bid Requirements and Information or the Sample Agreement.
A. Our all-inclusive bid is submitted as detailed in Attachment I, Bid Sheet.
B. All required attachments are included with this certification sheet.
C. The signature affixed hereon and dated certifies compliance with all the requirements of this bid document. The signature below authorizes the verification of this certification. An unsigned Bid/Bidder Certification Sheet may be cause for rejection.
1. Company Name 2. Telephone Number
2a. Email
3. Address
Indicate your organization type:
4. Sole Proprietorship 5. Partnership 6. Corporation
Indicate the applicable employee and/or corporation number:
7. Federal Employee ID No. (FEIN): 8. California Corporation No.:
9. Indicate applicable license and/or certification information:
10. Bidder’s Name (Print) 11. Title
12. Signature 13. Date
14. Are you certified with the Department of General Services, Office of Small Business Certification and Resources (OSDS) as:
a. California Small Business Yes No If yes, enter certification number:
b. Disabled Veteran Business Enterprise Yes No If yes, enter your service code below:
NOTE: A copy of your Certification is required to be included if either of the above items is checked “Yes”.
Date application was submitted to OSDS, if an application is pending:
Completion Instructions for Bid/Bidder Certification Sheet
Complete the numbered items on the Bid/Bidder Certification Sheet by following the instructions below.
Item Numbers
Instructions
1, 2, 2a, 3
Must be completed. These items are self-explanatory.
Check if your firm is a sole proprietorship. A sole proprietorship is a form of business in which one person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business.
Check if your firm is a partnership. A partnership is a voluntary agreement between two
(2) or more competent persons to place their money, effects, labor, and skill, or some or all of them in lawful commerce or business, with the understanding that there shall be a proportional sharing of the profits and losses between them. An association of two or more persons to carry on, as co-owners, a business for profit.
Check if your firm is a corporation. A corporation is an artificial person or legal entity created by or under the authority of the laws of a state or nation, composed, in some rare instances, of a single person and his successors, being the incumbents of a particular office, but ordinarily consisting of an association of numerous individuals.
Enter your federal employee tax identification number.
Enter your corporation number assigned by the California Secretary of State’s Office.
This information is used for checking if a corporation is in good standing and qualified to conduct business in California.
Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.
10, 11, 12, 13
Must be completed. These items are self-explanatory.
If certified as a California Small Business, place a check in the "Yes" box, and enter your certification number on the line. If certified as a Disabled Veterans Business Enterprise, place a check in the "Yes" box and enter your service code on the line. If you are not certified to one or both, place a check in the "No" box. If your certification is pending, enter the date your application was submitted to OSDS.
ATTACHMENT III
BIDDER REFERENCES
List below three (3) references for services performed within the last five (5) years, which are similar to the scope of work to be performed under this contract. References must prove experience related to boat trailering (including launching and receiving boats).
REFERENCE 1
Name of Firm
Street Address City State Zip Code
Contact Person Telephone Number ( )
Dates of Service
Brief Description of Service Provided:
REFERENCE 2
Name of Firm
Street Address City State Zip Code
Contact Person Telephone Number ( )
Dates of Service
Brief Description of Service Provided:
REFERENCE 3
Name of Firm
Street Address City State Zip Code
Contact Person Telephone Number ( )
Dates of Service
Brief Description of Service Provided:
Please provide a statement of explanation if no references are available:
ATTACHMENT IV
DARFUR CONTRACTING ACT CERTIFICATION
Pursuant to Public Contract Code section 10478, if a bidder or proposer currently or within the previous three (3) years has had business activities or other operations outside of the United States, it must certify that it is not a “scrutinized” company as…
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