IFB_2026TribalServices.pdf

CTA25015

2026 TRIBAL CULTURAL SERVICES

CALIFORNIA TAHOE CONSERVANCY

May 18, 2026

You are invited to review and respond to this Invitation for Bid (IFB), entitled:

CTA25015: 2026 Triba l Cultura l Serv ices

In submitting your bid, you must comply with these instructions.

Note that all agreements entered into with the California Tahoe Conservancy

(Conservancy) will include by reference General Terms and Conditions and Contractor

Certification Clauses that may be viewed and downloaded at:

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.

In the opinion of the Conservancy, this Invitation for Bid is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, the contact person for this IFB is:

Aga Kuligowski

California Tahoe Conservancy procurement@tahoe.ca.gov

Please note that no verbal information given will be binding upon the Conservancy unless such information is issued in writing as an official addendum.

Aga Kuligowski

Contract Administrator procurement@tahoe.ca.gov

B O A R D M E M B E R S

NATURAL RESOURCES AGENCY

Wade Crowfoot, Secretary

Chris Calfee, Designee

DEPARTMENT OF FINANCE

Joe Stephenshaw, Director

Michele Perrault, Designee

SENATE PUBLIC MEMBER

Jay Hansen

ASSEMBLY PUBLIC MEMBER

Chris Tapio

CITY OF SOUTH LAKE TAHOE

Keith Roberts

EL DORADO COUNTY

Brooke Laine

PLACER COUNTY

Cindy Gustafson

U.S. FOREST SERVICE (ex-officio)

Rosalie Herrera

JASON VASQUES

Executive Director

JANE FREEMAN

INVITATION FOR B ID

Notice to Prospective B idders 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:procurement@tahoe.ca.gov

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Table of Contents

Section

A) Purpose and Description of Work

B) Bidder Minimum Qualifications

C) Bid Requirements and Information

1) Key Action Dates

2) Submission of Bid

3) Prevailing Wages and Labor Code Compliance

4) Evaluation and Selection

5) Award and Protest

6) Disposition of Bid

7) Agreement Execution and Performance

D) Preference and Incentive Programs

1) Small Business Preference

2) Disabled Veteran’s Business Enterprise Requirements

E) GenAI Disclosure

F) Exhibit A-1 Scope of Work detail

G) Required Attachments

1) Required Attachment Check List………………………………………. Attachment 1

2) Bid/Bidder Certification Sheet …………………………………………. Attachment 2

3) Rate Sheet ……………………………………………………………… Attachment 3

4) Bidder References……………………….……………………………… Attachment 4

5) Bidder Declaration……………………………………………………… Attachment 5

6) DVBE Subcontractor Incentive Request………………………………. Attachment 6

7) DVBE Subcontractor/Supplier Acknowledgement……………………... Attachment 7

8) Darfur Contracting Act Certification………………………………… ... Attachment 8

9) STD 204 Payee Data Record……………………….……………………Attachment 9

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A) Purpose and Description of Serv ices

The California Tahoe Conservancy (Conservancy) is seeking Triba l cultura l serv ices. These services include translation services into the Washoe language, and both tribal monitors and tribal surveyors. The Contract Area is the land managed by the Conservancy or land where the

Conservancy is a cooperating agency on a project, scattered throughout the Lake Tahoe Basin.

Anticipated areas of work for this contract include but are not limited to the following: Sawmill forestry project; Lyons Ranch forestry project; residential demolition projects on El Dorado

Avenue in South Lake Tahoe; multiple asset land parcels in Meyers, the City of South Lake

Tahoe, and Kings Beach; Sunset Reach 6 restoration project; Upper Truckee Marsh South restoration project; Ward Creek restoration project; Van Sickle Bi-State Park Safety and

Equitable Access Improvements Project; Greenway Phase III trail from Ski Run to Van Sickle Bi-

State Park; and the Elks Club access improvement project.

All work must be completed in accordance with contract specifications. Please refer to the

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attached Exhibit A-1 Scope of Work Deta il for additional contract scope information.

B ) B idder Minim um Qualif ications

1. Tim efram e

The contract term is anticipated to begin between July 1, 2026, through December 31, 2027. The contract term shall expire on December 31, 2027; however, the

Conservancy has the right to end the contract upon a 30-day notice.

C) B id Requirem ents and Inform ation

1. Key Action Dates

Event Date

IFB available to prospective bidders 05/18/2026

Bidder questions due 05/26/2026

Conservancy response to questions released 06/1/2026

F ina l Date for B id Subm ission 06/12/2026 at 11:59 a.m.

Bid Opening 06/12/2026 at 1:00 p.m.

Notice of Intent to Award 06/19/2026

Proposed Award Date 08/01/2026

2. Subm ission of B id

a) All bids must be submitted in a single pdf file by email to procurement@tahoe.ca.gov with the subject line “BID: CTA25015 [Name of

Bidder]” no later than the dates and times shown in Key Action Dates above. Bids received after this date (email time stamp validation) will not be considered.

b) All bids shall include the documents identified in Section F , Required

Attachm ent Check list . Bids not including the proper “required attachments” shall be deemed non-responsive. A non-responsive bid is one that does not meet the basic bid requirements.

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c) All documents requiring a signature must bear an original signature of a person authorized to bind the bidding firm.

d) Bids must be submitted for the performance of all the work described herein. The

Scope of Work , plans, specifications and contract term s and conditions are described in the Standard Agreem ent attached to this inv itation for bids. Any deviation from the work specifications will not be considered and will cause a bid to be rejected.

e) A bid may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. The Conservancy may reject any or all bids and may waive an immaterial deviation in a bid. The State’s waiver of an immaterial deviation shall in no way modify the IFB document or excuse the bidder from full compliance with all requirements if awarded the agreement.

f) Costs incurred for developing bids and in anticipation of award of the agreement are entirely the responsibility of the bidder and shall not be charged to the State of

California.

g) An individual who is authorized to bind the bidder contractually shall sign the

Bid/Bidder Certification Sheet. The signature should indicate the title or position that the individual holds in the firm. An unsigned bid may be rejected.

h) A bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the bid submission deadline. Bidder modifications offered in any other manner, oral or written, will not be considered.

i) A bidder may withdraw its bid by submitting a written withdrawal request to the

Conservancy, signed by the bidder or an authorized agent. A bidder may thereafter submit a new bid prior to the bid submission deadline. Bids may not be withdrawn without cause subsequent to bid submission deadline.

j) The Conservancy 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.

k ) The Conservancy reserves the right to reject all bids. The Conservancy is not required to award an agreement.

l) Before submitting a response to this solicitation, bidders should review, correct all errors and confirm compliance with the IFB requirements.

m ) Where applicable, bidder should carefully examine work sites and specifications.

Bidder shall investigate conditions, character, and quality of surface or subsurface

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materials or obstacles that might be encountered. No additions or increases to the agreement amount will be made due to a lack of careful examination of work sites and specifications.

n) The Conservancy does not accept alternate contract language from a prospective contractor. 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.

o) No oral understanding or agreement shall be binding on either party.

p) On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the

EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S.

government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine

Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the

State.

3. Preva iling Wages and Labor Code Com pliance

Not applicable.

4. Eva luation and Selection

a) 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.

i. The State will evaluate each bid to determine its responsiveness to the published requirements.

ii. Bids that contain false or misleading statements, or which provide references, which do not support an attribute or condition claimed by the bidder, may be rejected.

b) Award, if made, will be to the lowest responsive responsible bidder. The low bid will be the LOWEST LUMP SUM BID (See Attachment 3).

5. Award and Protest

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Per State Contracting Manual Volume 1, Chapter 5, Section 5.80.A.9, this contract is using the Small Business/DVBE option (GC §§ 14838.5; PCC §§ 10335.5(c)(6), 10340(b)(6)). There is no protest right for this method. (GC § 14838.5.)

6. Disposit ion of B ids

a) Upon bid opening, all documents submitted in response to this IFB will become the property of the State of California and will be regarded as public records under the

California Public Records Act (Government Code Section 6250 et seq.) and subject to review by the public.

b) Bid packages may be returned only at the bidder’s expense unless such expense is waived by the awarding agency.

7. Agreem ent Execution and Perform ance

a) Performance shall start not later than the express date set by the awarding agency and the Contractor, after all approvals have been obtained and the agreement is fully executed. Should the Contractor fail to commence work at the agreed upon time, the awarding agency, upon five (5) days written notice to the Contractor, reserves the right to terminate the agreement. In addition, the Contractor shall be liable to the State for the difference between Contractor’s bid price and the actual cost of performing work by the second lowest bidder or by another contractor.

b) All performance under the agreement shall be completed on or before the termination date of the agreement.

D) Preference and Incentive Program s

1. Sm all Business Preference

Current law encourages state departments to first consider a Small Business Enterprise

(Small)/ Microbusiness Enterprise (Micro) for contracting opportunities. The

Conservancy is committed to supporting Small/Micro business participation in state contracting and seeks to use certified Small/Micro businesses whenever possible.

A Small/Micro business enterprise is defined as a business certified by the Department of General Services (DGS), Office of Small Business and Disabled Veteran Business

Enterprise Certification Services (OSDS) in which:

a) The principal office is located in California

b) The officers are domiciled in California

c) The business is independently owned and operated

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d) The business, with any affiliates, is not dominant in its field of operation; and

e) For Small Business, either:

1. The business, together with any affiliates, has 100 or fewer employees and averaged annual gross receipts of $15,000,000 or less over the previous three years, or

2. The business is a manufacturer with 100 or fewer employees.

A small business will automatically be designated as a microbusiness if annual gross receipts are less than $5,000,000; or the small business is a manufacturer with 25 or fewer employees.

Section 14835, et seq., of the California Government Code requires that a five percent

(5%) preference be given to bidders who qualify as a Small/Micro business enterprise.

The rules and regulations of this law are contained in Title 2, California Code of

Regulations, Section 1896, et seq. A copy of the regulation is available upon request.

To claim the Small/Micro business preference, your firm must have a completed application (including proof of annual receipts) on file with the DGS, OSDS, by 5:00 p.m.

on the date bids are due, and receipt verified by such office. Therefore, if you are a

Small/Micro business, but are not certified, it is to your advantage to become certified.

For certification and preference approval process information, Please see https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-

Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise.

2. Disabled Veterans Business Enterprise Program (DVBE) Participation

This bid includes a 3% DVBE incentive but does not require DBVE participation . All bids that include 3% DBVE participation or higher will have the bid price reduced by 3%. The incentive is used for eva luating which bid is lowest only and will not im pact the contract price . Application of the incentive shall not displace an award to a small business with a non-small business.

An explanation of the Disabled Veteran Enterprise Program (DVBE) requirements can be found at the Internet web site https://www.dgs.ca.gov/PD/Services/Page-

Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-

Business-Disabled-Veteran-Business-Enterprise under Certification Types.

Prime contractors are required to submit the Prime Contractor DVBE Subcontracting form (DGS PD 810P) to procurement@tahoe.ca.gov within 60 days from receipt of final payment. Forms can be found at:

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_810P.pdf.

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_810P.pdf

DVBE PARTICIPATION REQUIREMENTS

a) Contract Am endm ents

Disabled Veteran Business Enterprise (DVBE) program requirements shall include and made a part of any subsequent Contract amendments(s) when DVBE program requirements were included as part of the original solicitation/Contract effort.

DVBE participation program goals (3 percent) are extended through the amended

Contract termination date and include any additionally encumbered funds that are a result of the Contract amendment. The 90 day and final DVBE subcontracting

Activity Report shall be included in all subsequent Contract amendment(s). The

Contractor shall be responsible for continued program compliance and reporting.

b) Contract Audits

Contractor agrees that the Conservancy or its delegate will have the right to review, obtain, and copy all records pertaining to performance of this Agreement.

Contractor agrees to provide the Conservancy or its delegate with any relevant information requested and shall permit the Conservancy or its delegate access to its premises, upon reasonable notice, during normal business hours for the purpose of interviewing employees, inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purpose of determining compliance with Public Contract Code Section 10115 et seq., and

Title 2, California Code of Regulations (CCR), Section 1896.60 et seq. Contractor further agrees to maintain such records for a period of three (3) years after final payment under this Agreement (Title 2, California Code of Regulations, Section

1896.75).

c) DVBE Paym ent Certification

Contractor must certify payments have been made to listed DVBE subcontractors within 60 days of receiving final payment from the department. Violations imposed carry a minimum civil penalty of $10,00 to a maximum of $50,000 for each penalty.

See SB-DVBE Program Violations and Sanctions (ca.gov). Accordingly,

1. If for this Agreement Contractor made a commitment to achieve disabled veteran business enterprise (DVBE) participation, then Contractor must within

60 days of receiving final payment under this Agreement (or within such other time period as may be specified elsewhere in this Agreement) certify in a report to the awarding department:

i. The total amount the Contractor received under the Contract;

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/SB-DVBE-Program-Violations-and-Sanctions

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ii. The name and address of the DVBE(s) that participated in the performance of the Contract.

iii. The amount each DVBE received from the prime Contractor;

iv . That all payments under the Contract have been made to the DVBE(s);

and v . The actual percentage of DVBE participation that was achieved. A person or entity that knowingly provides false information shall be subject to a civil penalty for each violation.

2. Contractor understands and agrees that should award of this Contract be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid or offer, a DVBE subcontractor may only be replaced by another

DVBE subcontractor and must be approved by the Conservancy. Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by Contract amendment.

3. Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for Contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in Military and Veterans Code Section 999.9; Public Contract Code

Section 10115.10, or Section 4110 (applies to public works only).

d) Substitution of DVBE F irm s

Subject to prior approval of the Conservancy, Contractor may replace a DVBE firm identified in its bid or offer with another DVBE firm. Contractor understands and agrees that should award of this Contract be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid or offer, per Military and

Veterans Code Section 999.5 (e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Conservancy. Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by Contract amendment. Additional information and forms can be found at:

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-

List-Folder/File-a-DVBE-Substitution-Report?search=Prime contractor DVBE forms.

E) Generative Artificia l Intelligence (GenAI)

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.

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Bidder / Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term

“materially impacts” shall have the meaning set forth in State Administrative Manual (SAM)

4986.2 Definitions for GenAI.

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

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

Government Code 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.

Refer to the following pages for additiona l Required Attachm ents that a re a part of this agreem ent.

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ATTACHMENT 1

REQUIRED ATTACHMENT CHECK LIST

A complete bid or bid package will consist of the items identified below.

Complete this checklist to confirm the items in your bid. Place a check mark or “X” next to each item that you are submitting to the State. FOR YOUR B ID TO BE RESPONSIVE, ALL

REQUIRED ATTACHMENTS MUST BE RETURNED. This checklist should be returned with your bid package also.

Attachm ent Attachm ent Nam e/Description

_____ Attachment 1 Required Attachment Check List

_____ Attachment 2 Bid/Bidder Certification Sheet

_____ Attachment 3 Rate Sheet

_____ Attachment 4 Bidder References (Optional)

_____ Attachment 5 Bidder Declaration for Subcontractors

_____ Attachment 6 DVBE Subcontractor Incentive Request

_____ Attachment 7 DVBE Subcontractor/Supplier Acknowledgement

_____ Attachment 8 Darfur Contracting Act Certification

_____ Attachment 9 STD 204 Payee Data Record

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ATTACHMENT 2

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.

Our a ll- inclusive bid is shown on the Rate Sheet Attached (Attachm ent 3).

A. All required attachments are included with this certification sheet.

B. I have read and understand the DVBE participation requirements and have included documentation demonstrating that I have met the participation goals or have made a good faith effort.

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.

D. The undersigned Contractor hereby proposes to carry out the work at the bid price and in accordance with the terms and conditions set forth in this Invitation for Bids, and the attached Standard 213, including all plans specifications.

An Unsigned B id/B idder Certification Sheet May Be Cause For Rejection

1. Company Name 2. Telephone Number 2a. Fax Number

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 (OSBCR) as:

b. 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 OSBCR, if an application is pending:

Com pletion Instructions for B id/B idder Certification Sheet

Complete the numbered items on the

Bid/Bidder Certification Sheet by following the instructions below.

Item

Num ber s

Instructions

1, 2, 2a , 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 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 OSBCR.

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ATTACHMENT 3

RATE SHEET

CTA 25015: 2026 TRIBAL CULTURAL SERVICES

Hourly Rate: $________________________

Item Description

Total Combined, evenly weighted between each rate Item 1 – General Tribal Services, Tribal Cultural Survey or Monitoring Services Performed Within Contract Area. Billed at the following rates.

Tribal Services

• Hourly rate- $________

Tribal Assessor or Surveyor

• Hourly rate- $_______

• Overtime rate- $________

• Double-time rate- $_______

**See Exhibit A -1 (Scope of Work Deta il) for specifications

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ATTACHMENT 4

BIDDER REFERENCES

(Optional)

Submission of this attachment is (optional). Failure to complete and return this attachment with your bid will not cause your bid to be rejected and deemed nonresponsive.

List below three references for services performed within the last five years, which are similar to the scope of work to be performed in this contract.

REFERENCE 1

Name of Firm

Street Address City State Zip Code

Contact Person Telephone Number

Dates of Service Value or Cost of Service

Brief Description of Service Provided

REFERENCE 2

Street Address City State Zip Code

Contact Person Telephone Number

REFERENCE 3

Street Address City State Zip Code

Contact Person Telephone Number

BIDDER DECLARATION

1. Prime bidder information (Review attached Bidder Declaration Instructions prior to completion of this form):

a. Identify current California certification(s) (MB, SB, NVSA, DVBE): ____________ or None ____ (If “None”, go to Item #2)

b. Will subcontractors be used for this contract? Yes ___ No ___ (If yes, indicate the distinct element of work your firm will perform in this contract e.g., list the proposed products produced by your firm, state if your firm owns the transportation vehicles that will deliver the products to the State, identify which solicited services your firm will perform, etc.). Use additional sheets, as necessary.

c. If you are a California certified DVBE: (1) Are you a broker or agent? Yes ___ No ___

(2) If the contract includes equipment rental, does your company own at least 51% of the equipment provided in this contract (quantity and value)? Yes ___ No ___ N/A ___

2. If no subcontractors will be used, skip to certification below. Otherwise, list all subcontractors for this contract. (Attach additional pages if necessary):

3. Certification: By signing this form, I certify under penalty of perjury that the information provided is true and correct.

Printed Name:_ ______________________________________ Signature:_ ________________________________ Date Signed: _ _________________

State of California—Department of General Services, Procurement Division GSPD–05–106 (REV 08/09) Verbal Version

Page_____ of _____

ATTACHMENT 5

BIDDER DECLARATION Instructions All prime bidders (the firm submitting the bid) must complete the Bidder Declaration.

1.a. Identify all current certifications issued by the State of California. If the prime bidder has no California certification(s), check the line labeled “None” and proceed to Item #2. If the prime bidder possesses one or more of the following certifications, enter the applicable certification(s) on the line:

1.b. Mark either “Yes” or “No” to identify whether subcontractors will be used for the contract. If the response is “No”, proceed to Item #1.c. If “Yes”, enter on the line the distinct element of work contained in the contract to be performed or the goods to be provided by the prime bidder. Do not include goods or services to be provided by subcontractors.

Bidders certified as MB, SB, NVSA, and/or DVBE must provide a commercially useful function as defined in Military and Veterans Code Section 999 for DVBEs and Government Code Section 14837(d)(4)(A) for small/ microbusinesses.

Bids must propose that certified bidders provide a commercially useful function for the resulting contract or the bid will be deemed non-responsive and rejected by the State. For questions regarding the solicitation, contact the procurement official identified in the solicitation.

Note: A subcontractor is any person, firm, corporation, or organization contracting to perform part of the prime’s contract.

1.c. This Item is only to be completed by businesses certified by California as a DVBE.

(1) Declare whether the prime bidder is a broker or agent by marking either “Yes” or “No”. The Military and Veterans Code Section 999.2 (b) defines “broker” or “agent” as a certified DVBE contractor or subcon-tractor that does not have title, possession, control, and risk of loss of materials, supplies, services, or equipment provided to an awarding department, unless one or more of the disabled veteran owners has at least 51-percent ownership of the quantity and value of the materials, supplies, services, and of each piece of equipment provided under the contract.

(2) If bidding rental equipment, mark either “Yes” or “No” to identify if the prime bidder owns at least 51% of the equipment provided (quantity and value). If not bidding rental equipment, mark “N/A” for”“not applicable.”

2. If no subcontractors are proposed, do not complete the table. Read the certification at the bottom of the form and complete “Page ___ of ___” on the form.

If subcontractors will be used, complete the table listing all subcontractors. If necessary, attach additional pages and complete the “Page ___ of ___” accordingly.

2. (continued) Column Labels

Subcontractor Name, Contact Person, Phone Number & Fax Number—List each element for all subcontractors.

Subcontractor Address & Email Address—Enter the address and if available, an Email address.

CA Certification (MB, SB, NVSA, DVBE or None)—If the subcontractor possesses a current State of California certification(s), verify on this website (www.eprocure.dgs.ca.gov).

Work performed or goods provided for this contract—Identify the distinct element of work contained in the contract to be performed or the goods to be provided by each subcontractor. Certified subcontractors must provide a commercially useful function for the contract. (See paragraph 1.b above for code citations regarding the definition of commercially useful function.) If a certified subcontractor is further subcontract-ing a greater portion of the work or goods provided for the resulting contract than would be expected by normal industry practices, attach a separate sheet of paper explaining the situation.

Corresponding % of bid price—Enter the corresponding percentage of the total bid price for the goods and/or services to be provided by each subcontractor. Do not enter a dollar amount.

Good Standing?—Provide a response for each subcontractor listed. Enter either “Yes” or “No” to indicate that the prime bidder has verified that the subcontractor(s) is in good standing for all of the following:

51% Rental?—This pertains to the applicability of rental equipment. Based on the following parameters, enter either “N/A” (not applicable), “Yes” or “No” for each subcontractor listed.

Enter “Yes” if the subcontractor is a California certified DVBE providing rental equipment and the subcontractor owns at least 51% of the rental equipment (quantity and value) it will be providing for the contract.

Enter “No” if the subcontractor is a California certified DVBE providing rental equipment but the sub-contractor does NOT own at least 51% of the rental equipment (quantity and value) it will be providing.

3. Read the certification at the bottom of the page. An individual that is authorized to bind the firm contractually is to print their name, sign and date the form. Also, complete the “Page ___ of ____” accordingly.

State of California—Department of General Services, Procurement Division GSPD–05–106 (REV 08/09) Instructions for Verbal Version

ATTACHMENT 6

DVBE Subcontractor Incentive Request

List each certified DVBE that will be subcontracted with. To be granted a bidding incentive, total DVBE subcontractor use must equal at least 1 percent up to a total of 5 percent, unless other specifications are included elsewhere in the agreement, of the total price or cost offered. Each named subcontractor must be actively certified as a DVBE by the bid submission due date and must acknowledge their participation as claimed herein via a DVBE Subcontractor/Supplier Acknowledgement (Attachment 10b). Attach to this form an acknowledgement (Attachment 10b) signed by an authorized representative of each named subcontractor acknowledging their proposed use as described herein.

Name of certified DVBE Subcontractor

Name of Subcontractor

Street address City State Zip Code

Contact Person Telephone number

DVBE

Certification No.

Certification exp. date Participation dollar value Committed % of total bid

Brief description of the commercially useful function(s) to be performed and/or provided:

Name of certified DVBE Subcontractor

Name of Subcontractor

Street address City State Zip Code

Contact Person Telephone number

DVBE

Certification No.

Certification exp. date Participation dollar value Committed % of total bid

Brief description of the commercially useful function(s) to be performed and/or provided:

Name of certified DVBE Subcontractor

Name of Subcontractor

Street address City State Zip Code

Contact Person Telephone number

DVBE

Certification No.

Certification exp. date Participation dollar value Committed % of total bid

Brief description of the commercially useful function(s) to be performed and/or provided:

STATE OF CALIFORNIA – DEPARTMENT OF GENERAL SERVICES PROCUREMENT DIVISION

DISABLED VETERAN BUSINESS ENTERPRISE DECLARATIONS

(Rev. /20 )

Instructions: The disabled veteran (DV) owner(s) and DV manager(s) of the Disabled Veteran Business Enterprise (DVBE) must complete this declaration when a DVBE contractor or subcontractor will provide materials, supplies, services or equipment [Military and Veterans Code Section 999.2]. Violations are misdemeanors and punishable by imprisonment or fine and violators are liable for civil penalties. All signatures are made under penalty of perjury.

SECTION 1

Name of certified DVBE: DVBE Ref. Number:

Description (materials/supplies/services/equipment proposed):

Solicitation/Contract Number: SCPRS Ref. Number:__________________________

(FOR STATE USE ONLY)

SECTION 2

APPLIES TO ALL DVBEs. Check only one box in Section 2 and provide original signatures.

I (we) declare that the DVBE is not a broker or agent, as defined in Military and Veterans Code Section 999.2 (b), of materials, supplies, services or equipment listed above. Also, complete Section 3 below if renting equipment.

Pursuant to Military and Veterans Code Section 999.2 (f), I (we) declare that the DVBE is a broker or agent for the principal(s) listed below or on an attached sheet(s). (Pursuant to Military and Veterans Code 999.2 (e), State funds expended for equipment rented from equipment brokers pursuant to contracts awarded under this section shall not be credited toward the 3-percent DVBE participation goal.)

All DV owners and managers of the DVBE (attach additional pages with sufficient signature blocks for each person to sign):

(Printed Name of DV Owner/Manager) (Signature of DV Owner/ Manager) (Date Signed)

(Printed Name of DV Owner/Manager) (Signature of DV Owner/Manager) (Date Signed)

Firm/Principal for whom the DVBE is acting as a broker or age nt:

(If more than one firm, list on extra sheets.) (Print or Type Name)

Firm/Principal Phone: Address:

SECTION 3

APPLIES TO ALL DVBEs THAT RENT EQUIPMENT AND DECLARE THE DVBE IS NOT A BROKER.

Pursuant to Military and Veterans Code Section 999.2 (c), (d) and (g), I am (we are) the DV(s) with at least 51% ownership of the DVBE, or a DV manager(s) of the DVBE. The DVBE maintains certification requirements in accordance with Military and Veterans Code Section 999 et. seq.

The undersigned owner(s) own(s) at least 51% of the quantity and value of each piece of equipment that will be rented for use in the contract identified above. I (we), the DV owners of the equipment, have submitted to the administering agency my (our) personal federal tax return(s) at time of certification and annually thereafter as defined in Military and Veterans Code 999.2, subsections (c) and (g). Failure by the disabled veteran equipment owner(s) to submit their personal federal tax return(s) to the administering agency as defined in Military and Veterans Code 999.2, subsections

(c) and (g), will result in the DVBE being deemed an equipment broker.

Disabled Veteran Owner(s) of the DVBE (attach additional pages with signature blocks for each person to sign):

(Printed Name) (Signature) (Date Signed)

(Address of Owner) (Telephone) (Tax Identification Number of Owner)

Disabled Veteran Manager(s) of the DVBE (attach additional pages with sufficient signature blocks for each person to sign):

(Printed Name of DV Manager) (Signature of DV Manager) (Date Signed)

Page of

ATTACHMENT 8

DARFUR CONTRACTING ACT CERTIFICATION

Pursuant to Public Contract Code section 10478, if a bidder or proposer currently or within the previous three years has had business activities or other operations outside of the United States, it must certify that it is not a

“scrutinized” company as defined in Public Contract Code section 10476.

Therefore, to be eligible to submit a bid or proposal, please insert your company name and Federal ID Number and complete only one of the following three paragraphs (via initials for Paragraph # 1 or Paragraph # 2, or via initials and certification for Paragraph # 3):

Company/Vendor Name (Printed)

Federal ID Number

Printed Name and Title of Person Initialing (for Options 1 or 2)

1. _____ We do not currently have, and have not had within the previous three

Initials years, business activities or other operations outside of the United States.

OR

2. _____ We are a scrutinized company as defined in Public Contract Code

Initials Section 10476, but we have received written permission from the Department of General Services (DGS) to submit a bid or proposal pursuant to Public Contract

Code section 10477(b). A copy of the written permission from DGS is included with our bid or proposal.

OR

3. _____ We currently have, or we have had within the previous three years, Initials business activities or other operations outside of the United States, + certification but we certify below that we are not a scrutinized company as defined below in Public Contract Code section 10476.

CERTIFICATION For # 3.

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly authorized to legally bind the prospective proposer/bidder to the clause listed above in #3.

This certification is made under the laws of the State of California.

By (Authorized Signature:)

Printed Name and Title of Person Signing:

Date Executed: Executed in the County and State of:

STATE OF CALIFORNIA – DEPARTMENT OF FINANCE

PAYEE DATA RECORD

(Required when receiving payment from the State of California in lieu of IRS W-9 or W-7) STD 204 (Rev. 03/2021)

Section 1 – Payee Information NAME (This is required. Do not leave this line blank. Must match the payee’s federal tax return)

BUSINESS NAME, DBA NAME or DISREGARDED SINGLE MEMBER LLC NAME (If different from above)

MAILING ADDRESS (number, street, apt. or suite no.) (See instructions on Page 2)

CITY, STATE, ZIP CODE E-MAIL ADDRESS

Section 2 – Entity Type Check one (1) box only that matches the entity type of the Payee listed in Section 1 above. (See instructions on page 2)

CORPORATION (see instructions on page 2)SOLE PROPRIETOR / INDIVIDUAL MEDICAL (e.g., dentistry, chiropractic, etc.)SINGLE MEMBER LLC Disregarded Entity owned by an individual

PARTNERSHIP

ESTATE OR TRUST

LEGAL (e.g., attorney services)

EXEMPT (e.g., nonprofit)

ALL OTHERS

Section 3 – Tax Identification Number Enter your Tax Identification Number (TIN) in the appropriate box. The TIN must match the name given in Section 1 of this form. Do not provide more than one (1) TIN.

The TIN is a 9-digit number. Note: Payment will not be processed without a TIN.

For Individuals, enter SSN.

If you are a Resident Alien, and you do not have and are not eligible to get an SSN, enter your ITIN.

Grantor Trusts (such as a Revocable Living Trust while the grantors are alive) may not have a separate FEIN. Those trusts must enter the individual grantor’s SSN.

For Sole Proprietor or Single Member LLC (disregarded entity), in which the sole member is an individual, enter SSN (ITIN if applicable) or FEIN (FTB prefers SSN).

For Single Member LLC (disregarded entity), in which the sole member is a business entity, enter the owner entity’s FEIN. Do not use the disregarded entity’s FEIN.

For all other entities including LLC that is taxed as a corporation or partnership, estates/trusts (with FEINs), enter the entity’s FEIN.

Social Security Number (SSN) or Individual Tax Identification Number (ITIN)

OR

Federal Employer Identification Number

(FEIN)

Section 4 – Payee Residency Status (See instructions)

CALIFORNIA RESIDENT – Qualified to do business in California or maintains a permanent place of business in California.

CALIFORNIA NONRESIDENT – Payments to nonresidents for services may be subject to state income tax withholding.

No services performed in California

Copy of Franchise Tax Board waiver of state withholding is attached.

Section 5 – Certification I hereby certify under penalty of perjury that the information provided on this document is true and correct.

Should my residency status change, I will promptly notify the state agency below.

NAME OF AUTHORIZED PAYEE REPRESENTATIVE TITLE E-MAIL ADDRESS

SIGNATURE DATE TELEPHONE (include area code)

Section 6 – Paying State Agency Please return completed form to:

STATE AGENCY/DEPARTMENT OFFICE UNIT/SECTION

MAILING ADDRESS FAX TELEPHONE (include area code)

CITY STATE ZIP CODE E-MAIL ADDRESS

CALIFORNIA TAHOE CONSERVANCY PROCUREMENT

1061 THIRD STREET

SOUTH LAKE TAHOE CA 96150 procurement@tahoe.ca.gov

Print Form Reset Form

STATE OF CALIFORNIA – DEPARTMENT OF FINANCE

PAYEE DATA RECORD

(Required when receiving payment from the State of California in lieu of IRS W-9 or W-7) STD 204 (Rev. 03/2021)

GENERAL INSTRUCTIONS

Type or print the information on the Payee Data Record, STD 204 form. Sign, date, and return to the state agency/department office address shown in Section 6.

Prompt return of this fully completed form will prevent delays when processing payments.

Information provided in this form will be used by California state agencies/departments to prepare Information Returns (Form1099).

NOTE: Completion of this form is optional for Government entities, i.e. federal, state, local, and special districts.

A completed Payee Data Record, STD 204 form, is required for all payees (non-governmental entities or individuals) entering into a transaction that may lead to a payment from the state. Each state agency requires a completed, signed, and dated STD 204 on file; therefore, it is possible for you to receive this form from multiple state agencies with which you do business.

Payees who do not wish to complete the STD 204 may elect not to do business with the state. If the payee does not complete the STD 204 and the required payee data is not otherwise provided, payment may be reduced for federal and state backup withholding. Amounts reported on Information Returns (Form 1099) are in accordance with the Internal Revenue Code (IRC) and the California Revenue and Taxation Code (R&TC).

Section 1 – Payee Information Name – Enter the name that appears on the payee's federal tax return. The name provided shall be the tax liable party and is subject to IRS TIN matching (when applicable).

Sole Proprietor/Individual/Revocable Trusts – enter the name shown on your federal tax return.

Single Member Limited Liability Companies (LLCs) that is disregarded as an entity separate from its owner for federal tax purposes - enter the name of the individual or business entity that is tax liable for the business in section 1. Enter the DBA, LLC name, trade, or fictitious name under Business Name.

Note: for the State of California tax purposes, a Single Member LLC is not disregarded from its owner, even if they may be disregarded at the Federal level.

Partnerships, Estates/Trusts, or Corporations – enter the entity name as shown on the entity’s federal tax return. The name provided in Section 1 must match to the TIN provided in section 3. Enter any DBA, trade, or fictitious business names under Business Name.

Business Name – Enter the business name, DBA name, trade or fictitious name, or disregarded LLC name.

Mailing Address – The mailing address is the address where the payee will receive information returns. Use form STD 205, Payee Data Record Supplement to provide a remittance address if different from the mailing address for information returns, or make subsequent changes to the remittance address.

Section 2 – Entity Type If the Payee in Section 1 is a(n)… THEN Select the Box for…

Grantor (Revocable Living) Trust disregarded for federal tax purposes Sole Proprietor/Individual Limited Liability Company (LLC) owned by an individual and is disregarded for federal tax purposes Single Member LLC-owned by an individual Partnerships Limited Liability Partnerships (LLP) and, LLC treated as a Partnership Partnerships Estate Trust (other than disregarded Grantor Trust) Estate or Trust Corporation that is medical in nature (e.g., medical and healthcare services, physician care, nursery care, dentistry, etc. LLC that is to be taxed like a Corporation and is medical in nature

Corporation-Medical

Corporation that is legal in nature (e.g., services of attorneys, arbitrators, notary publics involving legal or law related matters, etc.) LLC that is to be taxed like a Corporation and is legal in nature

Corporation-Legal

Corporation that qualifies for an Exempt status, including 501(c) 3 and domestic non-profit corporations. Corporation-Exempt Corporation that does not meet the qualifications of any of the other corporation types listed above LLC that is to be taxed as a Corporation and does not meet any of the other corporation types listed above

Corporation-All Other

Section 3 – Tax Identification Number The State of California requires that all parties entering into business transactions that may lead to payment(s) from the state provide their Taxpayer…