ifb_23-3079.pdf

March 21, 2024

ARCHIVE BOX PICKUP AND DELIVERY SERVICE – DDSD BRANCHES

STATEWIDE TO DGS STATE RECORDS CENTER

INVITATION FOR BID (IFB) 23-3079

Notice to Prospective Bidders

The California Department of Social Services (CDSS) invites you to review and respond to this Invitation for Bid (IFB) entitled IFB 23-3079, Archive Box Pickup and Delivery Service – DDSD (Disability Determination Service Division) branches statewide to DGS (Department of General Services) State Records center (SCR). In submitting your bid, you must comply with the instructions found herein.

Note that all agreements entered into with the State of California will include by reference General Terms and Conditions (GTC) and Contractor Certification Clause (CCC) that may be viewed and downloaded from the Department of General Services Office of Legal Services website.

Public Contract Code (PCC) Section 10115 et seq. establishes a contract participation goal of at least three percent (3%) for Disabled Veteran Business Enterprise (DVBE).

This goal applies to a state agency’s overall contracting program. State agencies have the discretion to apply the DVBE participation goal to individual contracts. The Department elects to waive the DVBE program requirement in this solicitation but opts to include the DVBE incentive.

The final date for bid submission is April 05, 2024, 2:00 P.M. Pacific Time (PT).

Responses to this IFB and any required copies must be submitted by email to the department contact noted below:

Salman Amin, Contracts Analyst Salman.Amin@dss.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.

Sincerely, Marvel Alder, Contracts Unit Manager Non-IT Contracts Bureau 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:Salman.Amin@dss.ca.gov

IFB 23-3079 Page 2 of 15 California Department of Social Services

Table of Contents

A. Purpose and Description of Services B. Bidder Minimum Qualifications C. Bid Requirements and Information

1. Key Action Dates

2. Agreement Term

3. Subcontractors

4. Submission of Bid

5. Bidder Questions

6. Evaluation and Selection

7. Award and Protest

8. Disposition of Bids

9. Agreement Execution and Performance

10. Small Business Enterprise (SBE)

11. Disabled Veteran Business Enterprise (DVBE) Participation Program

Requirements

12. Declaration Forms

13. Commercially Useful Function Questionnaire

14. Darfur Contracting Act

15. Certification Regarding Debarment, Suspension and Ineligibility………………..12

16. Iran Contracting Act

17. California Civil Rights Laws Certification

18. Contractor Certification Clause

19. Payee Data Record, STD 204

20. Insurance Requirements

Attachments and Exhibits Attachment 1 – Required Attachment Checklist Attachment 2 – Minimum Qualifications Certification Attachment 3 – Bid/Bidder Certification Sheet Attachment 4 – Cost Sheet Attachment 5 – Bidder References Attachment 6 – Subcontractor References (if applicable) Attachment 7 – Bidder Declaration, GSPD-05-105 Attachment 8 – DVBE Declarations, DGS PD 843 (if applicable) Attachment 9 – DVBE Subcontractor Agreement (if applicable) Attachment 10 – Commercially Useful Function Evaluation Form Attachment 11 – Darfur Contracting Act Certification, DGS PD 1 Attachment 12 – Federal Debarment Certification Form, DGS PD 2 Attachment 13 – Iran Contracting Act Verification Form, DGS PD 3 Attachment 14 – California Civil Rights Laws Attachment, DGS OLS 04 Attachment 15 – Contractor Certification Clause, CCC 04/2017 Attachment 16 – Payee Data Record, STD 204 Exhibit 1 – DVBE Program Requirements Exhibit 2 – Sample Agreement

IFB 23-3079 Page 3 of 15

A. Purpose and Description of Services

Bidders shall provide the California Department of Social Services (CDSS), all labor, materials, and equipment necessary to provide archive box pickup and delivery service between the CDSS, Disability Determination Service Division (DDSD) branches statewide to the Department of General Services (DGS) State Records Center (SRC). Refer to Exhibit 2, Sample Agreement, Exhibit A, Scope of Work for a complete description of Services.

B. Bidder Minimum Qualifications

Bidders must complete and return Attachment 2, Minimum Qualifications Certification, certifying that the Bidder satisfies the Minimum Qualifications and requirements. Please include an explanation of how each applicable Minimum Qualification is met. This form must be signed by an individual who is authorized to bind the Bidder contractually. Failure to submit this form may cause the bid to be rejected.

1. As of the final date for bid submission, Bidder must have at least five (5) years of continuous archive box pickup and delivery service experience with a California State Agency or California Public Agency.

2. Bidder must be a legal business entity authorized to do business in the State of California. A business license from the city or county in which the Bidder is headquartered shall be submitted with the bid. All businesses based in unincorporated areas are required to submit signed proof of “exempted” business license status from the city or county, if applicable.

3. Bidder’s corporation must be in good standing and qualified to conduct business in California as verified by the California Secretary of State.

4. Bidder shall have their principal place of business located in the United States and all personnel must reside and conduct services within the United States.

5. Bidder must submit, with the bid, a list of at least three business references that includes current and/or former paying clients for whom bidder has provided services similar to those required herein within the last five years. References may be contacted by the CDSS to validate the information provided by the bidder to determine the client’s overall satisfaction with the services provided. Bidder is responsible for notifying their references that CDSS may contact them for reference and performance information. CDSS will contact references during normal business hours, Monday through Friday, between the hours of 8:00 a.m.

and 5:00 p.m. PT. If references cannot be reached, the bid may be deemed non-responsive and rejected. If references obtained are not favorable, the CDSS may reject the bid. Refer to Attachment 5 - Bidder References. Note: If bidder has been awarded a contract greater than http://www.sos.ca.gov/business/

IFB 23-3079 Page 4 of 15

$10,000.00 for similar services with CDSS within the last five years, reference to this contract must be utilized as one of the three required business references.

6. Bidder must possess a valid California Department of Motor Vehicle (DMV) issued Motor Carrier Permit authorizing transportation of property for hire by motor vehicle and operate within the scope of the permit.

Permit must be in good standing at the time of bid submission and during the term of the agreement. Bidder must submit a copy of Motor Carrier Permit with the bid.

7. Bidder must have (covered) transportation that will be locked when unoccupied.

a. Bidder must submit photographs of vehicle (s) showing the front (including license plate), side, and rear (including license plate), to be used in the performance of the resulting contract. Bidder must provide a description of the cargo capacity which includes: 1) maximum weight limit, and 2) length, height, and width of the storage area. Bidder must ensure each vehicle can accommodate: an estimated volume of 0-500 boxes, weighing 0-12,500 pounds, with an average box size of 15” x 12” x 10”.

b. Bidder must submit a copy of current registration of (non-fleet) vehicle(s) to be used in the performance of the resulting contract.

c. If vehicles to be used for the proposed contract are leased, a copy of the lease agreement and photographs (as described in 7.a., above) must be included with bid submission.

8. Bidder must submit a valid and appropriate California Driver’s License issued by the California Department of Motor Vehicles.

9. Bidder shall ensure that each driver connected with performance of the resulting Agreement possesses and maintains for the duration of the Agreement a valid and appropriate California Drivers License issued by the CA DMV.

10. Bidder must have a verifiable Unique Entity ID (UEI) or registration number assigned in the System for Award Management (SAM) website:

https://sam.gov/content/home.

C. Bid Requirements and Information

1. Key Action Dates

Event Date Time IFB Available to Prospective Bidders

March 21, 2024 2:00 P.M. PT https://sam.gov/content/home

IFB 23-3079 Page 5 of 15

Event Date Time Final Date for Questions March 26, 2024 2:00 P.M. PT Final Date for Bid Submission

April 05, 2024 2:00 P.M. PT

Bid Tabulation Posted Within one (1) business day of Final Date for Bid Submission

Notice of Intent to Award April 12, 2024 Proposed Start Date of Agreement

May 1, 2024

2. Agreement Term

The anticipated term of the resulting Agreement is May 1, 2024 or date of approval by the California Department of Social Services (CDSS), whichever is later, through April 30, 2026. The State may, at its discretion, exercise the option to extend the term of the Agreement for a period not to exceed twelve (12) months and/or add funds to complete the identified tasks at the originally agreed upon services rate. The date of contract approval by the State, however, shall be the governing factor as to the date of commencement. Should performance commence before the contract is approved, such services may be considered voluntary.

3. Subcontractors

a. Any subcontractor that Bidder chooses to use in fulfilling the requirements of this IFB must also meet all the requirements of this IFB including the minimum qualifications. If Bidder proposes the use of a subcontractor, the Bidder must also submit a list of references, Attachment 6, Subcontractor References, on behalf of the subcontractor. Note: If subcontractor has been awarded a contract greater than $10,000.00 with CDSS within the last five years, reference to this contract must be utilized as one of the three required business references.

b. Bidder must submit for the proposed subcontractor the required documentation, name(s) of the people or firm(s), qualifications of the proposed subcontractor, and specify the type of work the proposed subcontractor shall be performing, Attachment 7, Bidder Declaration, GSPD-05-105.

c. If Bidder proposes the use of a Disabled Veteran Business Enterprise (DVBE) subcontractor, Bidder must also submit a completed Attachment 9, DVBE Subcontractor Agreement.

IFB 23-3079 Page 6 of 15

d. Bidder may not substitute any proposed subcontractor listed in the bid without advance written consent of CDSS.

e. Nothing contained in this IFB or otherwise shall create any contractual relationship between CDSS and any subcontractors, and no subcontractor shall relieve the Bidder of its responsibilities and obligations hereunder. The Bidder agrees to be fully responsible to CDSS for the acts and omissions of its subcontractors and of persons either directly or indirectly employed by any of them as it is for the acts and omissions of persons directly employed by the Bidder. The Bidder’s obligation to pay its subcontractors is an independent obligation from the obligation of CDSS to make payments to the Bidder. As a result, CDSS shall have no obligation to pay or to enforce the payment of any moneys to any subcontractor.

4. Submission of Bid

a. All documents must be electronically submitted and received by the CDSS contact identified below by the date and time shown in Section C.1, Key Action Dates. The email must be plainly marked with the IFB number and title and your firm’s name, as shown in the example below:

Email: Salman.Amin@dss.ca.gov Subject: IFB 23-3079 Archive Box Pickup and Delivery Service – DDSD Branches Statewide to DGS State Records center, Firm Name, 1 of [XX]

b. If the documents are too large to fit in one (1) email, CDSS will accept multiple smaller emails in order for all documents to be submitted. If submitting in multiple emails, number the emails in the format of “1 of _” so CDSS is aware of how many emails to expect.

c. If submitting via multiple emails, submission of all documents must be received by the CDSS by the date and time shown in Section C.1, Key Action Dates.

d. Bidders may contact only the individual identified above and shall not contact other CDSS personnel for meetings, conferences, or technical discussion related to this IFB. No questions may be answered by other CDSS staff. If bidders are discovered to have contacted other CDSS personnel, CDSS may reject their bid.

e. Bid Opening: The Preliminary Bid Tabulation shall be made available through a posting to the IFB event on Cal eProcure after bid opening completion on the date and time listed in Section C.1, Key Action Dates.

f. All bids shall include documents identified in Attachment 1, Required Attachment Checklist. Bids not including the proper required attachments mailto:Salman.Amin@dss.ca.gov https://caleprocure.ca.gov/pages/index.aspx

IFB 23-3079 Page 7 of 15 may be deemed non-responsive. A non-responsive bid is one that does not meet the basic bid requirements.

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

h. Bids must be submitted for the performance of all the services described herein. Any deviation from the work specifications will not be considered and may cause a bid to be rejected.

i. 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. CDSS may reject any or all bids and may waive an immaterial deviation in a bid. The CDSS’ waiver of all immaterial deviation shall in no way modify the IFB document or excuse the bidder from full compliance with all requirements if awarded the Agreement.

j. 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.

k. An individual who is authorized to bind the bidder contractually shall sign Attachment 3, Bid/Bidder Certification. The signature should indicate the title or position that the individual holds in the firm. An unsigned bid may be rejected.

l. 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.

m. A bidder may withdraw its bid by submitting a written withdrawal request to CDSS, signed by the bidder or an authorized agent. A bidder may therein submit a new bid prior to the bid submission deadline. Bids may not be withdrawn without cause subsequent to bid submission deadline.

n. CDSS may modify the IFB prior to the date fixed for submission of bids by the issuance of an addendum, which will be posted on Cal eProcure.

o. CDSS reserves the right to reject all bids. CDSS is not required to award an agreement.

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

q. The State does not accept alternate contract 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.

IFB 23-3079 Page 8 of 15

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

5. Bidder Questions

Questions related to this IFB shall be submitted in an email by bidders to Salman.Amin@dss.ca.gov no later than 2:00 P.M. PT on March 26, 2024.

The State will summarize all questions and post the summary and response document to Cal eProcure as a document titled “Questions and Answers to IFB 23-3079.” The State reserves the right to modify or withdraw the IFB, in part or in its entirety. Changes will be announced by addendum and will be posted to Cal eProcure. Oral communication concerning this IFB shall not be binding on the State and shall in no way excuse the bidder of any obligations set forth in this

IFB.

Include the following information in your inquiry:

• Contact person’s name

• Firm name

• Contact telephone number and email address

• A description of the subject, issue in question, or discrepancy found

• IFB Section, page number, or other information useful in identifying the specific problem or issue in question

• Remedy sought, if any

6. Evaluation and Selection

a. One (1) or two (2) bids may be awarded as a result of this IFB.

b. 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.

c. CDSS will evaluate each bid to determine its responsiveness to the published requirements.

d. Bids that contain false or misleading statements, or which provide references that do not support an attribute or condition claimed by the bidder may be rejected. If, in the opinion of CDSS, such information was intended to mislead CDSS in its evaluation of the bid, the attribute, condition, or capability of a requirement of this IFB, it may be the basis for rejection of the bid.

e. The final selection will be made on the basis of the lowest responsive responsible bidder as indicated in Attachment 4, Cost Sheet. In the event there are tie bids by more than one (1) responsive responsible bidder, each bidder will be contacted by the CDSS regarding a date and time for a flip of a coin. The bidder whose bid was received first will make the call. Bidders or mailto:Salman.Amin@dss.ca.gov

IFB 23-3079 Page 9 of 15 their authorized representative(s) are allowed to be present for the flip of a coin. However, in the event of a tie between a certified Small Business Enterprise (SBE) and a certified DVBE, the contract must be awarded to the DVBE bidder. Bidders may bid on one (1) or both Regions (Northern and/or Southern). However, bidders must provide services for all Branches within each Region.

f. Award if made will be to the lowest responsive, responsible bidder(s).

Preferences, if applicable shall be applied in accordance with IFB Section C.10, Small Business Enterprise (SBE), Section C.11, Disabled Veteran Business Enterprise (DVBE) Participation Program Requirements.

g. At the CDSS’ option, prior to award, bidders may be required to submit additional written clarifying information. Failure to submit the requested written information as specified may be grounds for bid rejection.

h. The winning bidder may be required to submit evidence that they have available sufficient resources to meet the requirements of this IFB.

7. Award and Protest

a. Whenever an agreement is awarded under a procedure which provides for competitive bidding, but the Agreement is not to be awarded to the low bidder, the low bidder shall be notified by email five (5) working days prior to the award of the Agreement.

b. Upon written request by any bidder, notice of the proposed award shall be posted at least five (5) working days prior to awarding the Agreement.

c. If any bidder, prior to the award of the Agreement, files a written protest with the Department of General Services (DGS), Office of Legal Services and the CDSS on the grounds that the (protesting) bidder is the lowest responsive responsible bidder, the Agreement shall not be awarded until either the protest has been withdrawn or DGS has decided the matter. Within five (5) calendar days after filing the initial protest, the protesting bidder shall file with DGS and the CDSS a detailed, written statement of protest, including the IFB number, the name of the State agency involved, the agency contract person, and must be submitted to both of the following:

Department of General Services Office of Legal Services 707 Third Street, 7th Floor, suite 7-330 West Sacramento, CA 95605 Attention: Protest Coordinator Email: OLSProtests@dgs.ca.gov

AND

mailto:OLSProtests@dgs.ca.gov

IFB 23-3079 Page 10 of 15

California Department of Social Services Non-IT Contracts Bureau 744 P Street, M.S. 9-6-747 Sacramento, CA 95814 Attention: Marissa Enos Email: marissa.enos@dss.ca.gov

Protests may be sent by email, regular mail, courier, or personal delivery.

Protestants should include their email address if they have one.

8. Disposition of Bids

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 [GC] 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 CDSS.

9. Agreement Execution and Performance

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

b. All performance under the resulting Agreement shall be completed on or before the termination date of the Agreement.

10. Small Business Enterprise (SBE)

a. Small Business Regulations: SB regulations, located in the California Code of Regulations (CCR) (Title 2, Division 2, Chapter 3, Subchapter 8, Section 1896 et seq.), concerning the application and calculation of the SB preference, SB certification, responsibilities of SB, department certification, and appeals are revised, effective 9/09/04. The new regulations can be viewed at the DGS Procurement Division website. For those without Internet access, a copy of the regulations can be obtained by calling the Office of Small Business and DVBE Services (OSDS) at (916) 375-4940.

b. Non-Small Business Subcontractor Preference: A 5% bid preference is now available to a non-small business claiming 25% California certified SB subcontractor participation.

mailto:marissa.enos@dss.ca.gov http://www.dgs.ca.gov/pd

IFB 23-3079 Page 11 of 15

c. Small Business Nonprofit Veteran Service Agencies (SB/NVSA): SB/NVSA prime bidders meeting requirements specified in the Military and Veterans Code (MVC) (Section 999.50 et seq.) and obtaining a California certification as a SB are eligible for the 5% SB preference.

d. Attachment with Bid Required if Claiming the SB Preference: All bidders must complete and include the Attachment 7, Bidder Declaration, GSPD-05-105.

If claiming the non-small business subcontractor preference, the form must list all of the California certified SBs with which you commit to subcontract in an amount of at least twenty-five percent (25%) of the net bid price. All certified SBs must perform a “commercially useful function” in the performance of the Agreement as defined in GC Section 14837(d)(4).

e. Small Business Certification: Bidders claiming the SB preference must be certified by California as a SB or must commit to subcontract at least 25% of the net bid price with one or more California certified SBs. Completed certification applications and required support documents must be submitted to OSDS no later than 5:00 p.m. on the bid due date, and the OSDS must be able to approve the application as submitted. SB/NVSA claiming the SB preference must possess certification by California prior to the day and time bids are due. Questions regarding certification should be directed to the OSDS at (916) 375-4940.

11. Disabled Veteran Business Enterprise (DVBE) Participation Program Requirements

a. Subject to exceptions in the GC and pursuant to regulations, State law requires awarding agencies to have an annual participation goal of three percent (3%) for disabled veteran-owned business enterprises.

CDSS elects to waive the DVBE Program Requirements in this solicitation but opts to include the DVBE incentive.

b. For more information about the DVBE incentive refer to Exhibit 1, DVBE Program Requirements.

c. In accordance with Senate Bill 588, effective January 1, 2021, the Department shall withhold $10,000, or the full payment if it is less than $10,000 from the final payment on a contract until that certification is received by the awarding department within 60 calendar days after the expiration date of the Agreement. If the Contractor fails to meet those certification requirements, the Contractor may be granted 15 to 30 calendar days to cure the defect. If the Contractor does not comply with the requirement, the awarding department shall permanently deduct $10,000 from the final payment, or the full payment if it is less than $10,000 from a contract with the Contractor who does comply with those requirements within the specified period.

IFB 23-3079 Page 12 of 15

12. Declaration Forms

a. All bidders must complete Attachment 7, Bidder Declaration, GSPD-05- 105, and include it with the bid response. When completing the declaration, bidders must identify all subcontractors proposed for participation in the Agreement. Bidders awarded an Agreement are contractually obligated to use the subcontractors for the corresponding work identified unless the State agrees to a substitution, and it is incorporated by amendment to the Agreement.

b. Bidders who have been certified by California as a DVBE (or who are bidding rental equipment and have obtained the participation of subcontractors certified by California as a DVBE) must also submit a completed Attachment 8, DVBE Declarations, DGS PD 843. All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form(s).

If applicable, the completed form should be included with the bid response.

13. Commercially Useful Function (CUF) Questionnaire

DGS Procurement Division is the entity responsible for statewide implementation of SB/DVBE program regulations resulting from legislative mandates passed into law. Under GC and MVC any California certified SB, Micro Business or DVBE Suppliers doing business with the state must perform a CUF. Subsequently, each department’s buyer is held responsible for its CUF compliance procedures and evaluation of a bidder’s activities in response to department solicitations.

This applies to Suppliers responding to the department’s solicitations whether prime or subcontractor. CUF must be established prior to making final agreement or purchase order award.

All new SB and DVBE applicants must include the completed Attachment 10, Commercially Useful Function Evaluation Form with their submittal.

14. Darfur Contracting Act

All Bidders must address the requirements of Attachment 11, Darfur Contracting Act Certification, DGS PD 1, for the reason described in PCC Section 10475-10481. Any scrutinized companies are ineligible to, and cannot, bid on or submit a proposal for agreement with a State agency for goods or services. A scrutinized company is defined in PCC Section 10476. However, bids may be submitted by scrutinized companies if permission is obtained first from DGS according to the criteria set forth in PCC Section 10477(b).

15. Certification Regarding Debarment, Suspension, and Ineligibility

Bidder must submit with the bid, a completed Attachment 12, Certification Regarding Debarment, Suspension, Ineligibility, and Voluntary Exclusion Lower

IFB 23-3079 Page 13 of 15

Tier Covered Transactions, DGS PD 2, signed by an authorized individual to legally bind the prospective Bidder to the clauses listed within the certification.

16. Iran Contracting Act

Prior to bidding on, submitting a proposal, or executing a contract or renewal for a State of California contract for goods or services of $1,000,000 or more, a vendor must complete Attachment 13, Iran Contracting Act Verification Form, DGS PD 3 and either: a) certify it is not on the current list of persons engaged in investment activities in Iran created by DGS pursuant to PCC Section 2203(b) and is not a financial institution extending twenty million dollars ($20,000,000) or more in credit to another person, for 45 days or more, if that other person will use the credit to provide goods or services in the energy sector in Iran and is identified on the current list of persons engaged in investment activities in Iran created by DGS; or b) demonstrate it has been exempted from the certification requirement for that solicitation or contract pursuant to PCC Section 2203(c) or (d).

17. California Civil Rights Laws Certification

Prior to bidding on, submitting a proposal or executing an agreement or renewal for a State of California agreement over $100,000 on or after January 1, 2017, the bidder or proposer must complete Attachment 14, California Civil Rights Laws Attachment, DGS OLS 04 to certify compliance with the Unruh Civil Rights Act (Section 51 of the Civil Code) and the Fair Employment and Housing Act (Section 12960 of the GC) by completing and submitting the Attachment #, California Civil Rights Laws Certification; and if Bidder has an internal policy against a sovereign nation or peoples recognized by the United States government, the Bidder certifies that such policies are not used in violation of the Unruh Civil Rights Act (Section 51 of the Civil Code) or the Fair Employment and Housing Act (Section 12960 of the GC).

18. Contractor Certification Clause

Bidder must submit with the bid, a completed Attachment 15, Contractor Certification Clause, CCC 04/2017, signed by an authorized individual to legally bind the prospective Bidder to the clauses listed within the certification.

19. Payee Data Record, STD 204

Bidders must complete and return Attachment 16, Payee Data Record, STD 204 to indicate the full business name as it should be reflected on the proposed contract (if awarded). If the Bidder is using a Doing Business As (DBA) name, this name should also be reflected on Attachment 15, Payee Data Record, STD

204. This form must be signed by an individual who is authorized to sign Attachment 15, Payee Data Record, STD 204 on behalf of the Bidder.

IFB 23-3079 Page 14 of 15

20. Insurance Requirements

Prior to award of Agreement, the awarded Bidder may be requested by CDSS to provide proof of insurance in accordance with Exhibit 2, Sample Agreement, Exhibit E, Additional Provisions. Upon execution of the awarded Agreement(s), awarded Contractor shall provide to the CDSS, at their own expense, an endorsed certificate of insurance:

a. Commercial General Liability – Bidder shall maintain general liability on an occurrence form with limits not less than $1,000,000 per occurrence for bodily injury and property damage liability combined with a $2,000,000 annual policy aggregate. The policy shall include coverage for liabilities arising out of premises, operations, independent contractors, products, completed operations, personal and advertising injury, and liability assumed under an insured contract. This insurance shall apply separately to each insured against whom claim is made or suit is brought subject to the Bidder’s limit of liability.

The policy must include California Department of Social Services, State of California, its officers, agents, employees, and servants as additional insureds, but only with respect to work performed under the contract.

This endorsement must be supplied under form acceptable to the Office of Risk and Insurance Management. In the case of Bidder’s utilization of subcontractors to complete the contracted scope of work, Bidder shall include all subcontractors as insureds under Bidder’s insurance or supply evidence of insurance to the State equal to policies, coverages and limits required of Bidder.

b. Automobile Liability – Bidder shall maintain motor vehicle liability with limits not less than $1,000,000 combined single limit per accident. Such insurance shall cover liability arising out of a motor vehicle including owned, hired, and non-owned motor vehicles.

The policy must be endorsed to include the State of California, its officers, agents, employees, and servants as additional insured, but only with respect to work performed under the contract. The additional insured endorsement is to be provided with the certificate of insurance.

c. Workers Compensation and Employers Liability – Bidder shall maintain statutory worker’s compensation and employer’s liability coverage for all its employees who will be engaged in the performance of the Contract.

Employer’s liability limits of $1,000,000 are required.

When work is performed on State owned or controlled property the Workers’ Compensation policy shall be endorsed with a waiver of

IFB 23-3079 Page 15 of 15 subrogation in favor of the State. The waiver of subrogation endorsement is to be provided with the certificate of insurance.

d. General Provisions Applying to All Insurance Policies

(1) Coverage Term – Coverage needs to be in force for the complete term of the contract. If insurance expires during the term of the contract, a new certificate must be received by the State at least ten (10) days prior to the expiration of this insurance. Any new insurance must still comply with the original terms of the contract.

(2) Policy Cancellation/Termination and Notice of Non-Renewal – Bidder shall provide to the State within five (5) business days a copy of any notice of Cancellation/Termination or Non-renewal received by Bidder for any of the required insurance policies. In the event the Bidder fails to keep in effect at all times the specified insurance coverage, the State may, in addition to any other remedies it may have, terminate this Agreement upon the occurrence of such event, subject to the provisions of this Agreement.

(3) Deductible – Bidder is responsible for any deductible or self-insured retention contained within their insurance program.

(4) Primary Clause – Any required insurance contained in this Agreement shall be primary, and not excess or contributory, to any other insurance carried by the State.

(5) Insurance Carrier Required Rating – All insurance companies must carry a rating acceptable to the Office of Risk and Insurance Management. If the Bidder is self-insured for a portion or all of its insurance, review of financial information including a letter of credit may be required.

(6) Endorsements – Any required endorsements requested by the State must be physically attached to all requested certificates of insurance and not substituted by referring to such coverage on the certificate of insurance.

(7) Inadequate Insurance – Inadequate or lack of insurance does not negate the awarded Bidder’s obligations under the resulting Agreement.

IFB 23-3079 Attachment 1 California Department of Social Services Page 1 of 2

Bidder Name:

Required Attachment Checklist

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 CDSS. For your bid to be responsive, all required attachments must be submitted. This checklist must be returned with your bid package.

Attachment Attachment Name/Description

Attachment 1 Required Attachment Checklist

Attachment 2 Minimum Qualifications Certification

Attachment 3 Bid/Bidder Certification Sheet

Attachment 4 Cost Sheet

Attachment 5 Bidder References

Attachment 6 Subcontractor References (if applicable)

Attachment 7 Bidder Declaration, GSPD-05-105

Attachment 8 DVBE Declarations, DGS PD 843 (if applicable)

Attachment 9 DVBE Subcontractor Agreement (if applicable)

Attachment 10 Commercially Useful Function Evaluation Form (if applicable)

Attachment 11 Darfur Contracting Act Certification, DGS PD 1

Attachment 12 Federal Debarment Certification Form, DGS PD 2

Attachment 13 Iran Contracting Act Verification Form, DGS PD 3

Attachment 14 California Civil Rights Laws Attachment, DGS OLS 04

Attachment 15 Contractor Certification Clause, CCC 04/2017

Attachment 16 Payee Data Record, STD 204

IFB 23-3079 Attachment 1 California Department of Social Services Page 2 of 2

Additional documentation that must be submitted:

A business license from city/county which Bidder will be performing business. All businesses based in unincorporated areas are required to submit signed proof of “exempted” business license status from the city or county, if applicable.

Copy of California Department of Motor Vehicles (DMV) issued Motor Carrier Permit.

Copy of Bidder’s California Driver’s License issued by the California DMV.

Bidder must submit photographs of vehicle(s) showing the front (including license plate), side, and rear (including license plate), to be used in the performance of the resulting contract. Bidder must provide a description of the cargo capacity which includes: 1) maximum weight limit, and 2) length, height, and width of the storage area. Bidder must ensure each vehicle can accommodate: an estimated volume of 0-500 boxes, weighing 0-12,500 pounds, with an average box size of 15” x 12” x 10”.

Copy of current registration of (non-fleet) vehicle(s) to be used in the performance of the resulting Agreement.

_____ If leased vehicle(s), photocopy of lease agreement(s) and photographs of vehicle(s)

Copy of Secretary of State of California certification.

IFB 23-3079 Attachment 2 California Department of Social Services Page 1 of 5

Minimum Qualifications Certification

As required in the IFB, Bidder must complete and return this Certification, along with written evidence of how each qualification is met. All required fields must be completed to satisfy this requirement. Additional rows may be added, if necessary.

Evidence of Minimum Qualifications:

A. Provide evidence of satisfaction of Minimum Qualification B.1 by completing the table below. All requested fields must be completed in order to satisfy this Minimum Qualification.

As of the final date for bid submission, Bidder must have at least five (5) years of continuous archive box pickup and delivery services experience with a California State Agency or California Public Agency. All requested fields must be completed in order to satisfy this Minimum Qualification.

Name of CA State or CA Public Entity Served

Brief Description of Service

Years of Experience

(MM/YY-MM/YY)

B. Provide evidence of satisfaction of Minimum Qualification B.2 by completing the checkbox below. All requested fields must be completed in order to satisfy this Minimum Qualification.

Bidder shall have the appropriate business license for the city or county of primary business location and provide a copy with bid submission. Bidder must be a legal business entity authorized to do business in the State of California.

☐ Bidder certifies that a business license from the city or county in which the Bidder is headquartered has been submitted with the bid.

C. Provide evidence of satisfaction of Minimum Qualification B.3 by completing the table below. All requested fields must be completed in order to satisfy this Minimum Qualification.

California Department of Social Services Page 2 of 5

Bidder’s corporation must be in good standing and qualified to conduct business in California as verified by the Secretary of State’s website:

http://www.sos.ca.gov/business/.

SOS Entity File Number SOS Status

[Select One]

D. Provide evidence of satisfaction of Minimum Qualification B.4 by completing the checkbox below. All requested fields must be completed in order to satisfy this Minimum Qualification.

Bidder shall have their principal place of business located in the state of California and all personnel must reside and conduct services within the state of California.

☐ Bidder certifies that their principal place of business located in the state of California and all personnel must reside and conduct services within the state of California.

E. Provide evidence of satisfaction of Minimum Qualification B.5 by completing the table below. All requested fields must be completed in order to satisfy this Minimum Qualification.

Bidder must submit, with the bid, a list of at least three business references that includes current and/or former paying clients for whom bidder has provided services similar to those required herein within the last five years. References may be contacted by the CDSS to validate the information provided by the bidder to determine the client’s overall satisfaction with the services provided. Bidder is responsible for notifying their references that CDSS may contact them for reference and performance information. CDSS will contact references during normal business hours, Monday through Friday, between the hours of 8:00 a.m.

and 5:00 p.m. PT. If references cannot be reached, the bid may be deemed non-responsive and rejected. If references obtained are not favorable, the CDSS may reject the bid. Refer to Attachment 5 - Bidder References. Note: If bidder has been awarded a contract greater than $10,000.00 for similar services with CDSS within the last five years, reference to this contract must be utilized as one of the three required business references.

Name of Firm Brief Description of Services Provided

Dates of Service

(MM/YY-MM/YY)

California Department of Social Services Page 3 of 5

F. Provide evidence of satisfaction of Minimum Qualification B.6 by completing the table below. All requested fields must be completed in order to satisfy this Minimum Qualification.

Bidder must possess a valid California Department of Motor Vehicles (DMV) issued Motor Carrier Permit authorizing transportation of property for hire by motor vehicle and operate within the scope of the permit. Permit must be in good standing at the time of bid submission and during the term of the agreement.

Bidder must submit a copy of Motor Carrier Permit with bid.

California DMV Issued Motor Carrier Permit Number

Permit Standing

G. Provide evidence of satisfaction of Minimum Qualification B.7 by completing the checkbox below. All requested fields must be completed in order to satisfy this Minimum Qualification.

1. Bidder must have (covered) transportation that will be locked when unoccupied.

☐ Bidder certifies that the covered truck or large van shall be locked when unoccupied.

2. Bidder must submit photographs of vehicle(s) showing the front (including license plate), side, and rear (including license plate), to be used in the performance of the resulting contract. Bidder must provide a description of the cargo capacity which includes: 1) maximum weight limit, and 2) length, height, and width of the storage area. Bidder must ensure each vehicle can accommodate: an estimated volume of 0-500 boxes, weighing 0- 12,500 pounds, with an average box size of 15” x 12” x 10”.

Description Of The Cargo Capacity And Vehicle(s)

Vehicle License

The Maximum Weight Limit

Length Height Width Of The Storage Area

California Department of Social Services Page 4 of 5

Plate Number

☐ Bidder certifies that they have submitted photographs.

3. Bidder must submit a copy of current registration of (non-fleet) vehicle(s) to be used in the performance of the resulting contract

☐ Bidder certifies that they have a copy of the current registration for the vehicle(s) to be used in the performance of the resulting contract.

4. If vehicles to be used for the proposed contract are leased, a copy of the lease agreement and photographs (as described in G.2, above) must be included with bid submission.

☐ Bidder certifies that they have submitted a copy of the lease agreement if the vehicle(s) to be used for the proposed contract are leased.

H. Provide evidence of satisfaction of Minimum Qualification B.8 by completing the checkbox below. All requested fields must be completed in order to satisfy this Minimum Qualification.

Bidder must submit a valid and appropriate California Driver’s License issued by the California Department of Motor Vehicles.

☐ Bidder certifies that they have provided a copy of a valid and appropriate California Driver’s License.

I. Provide evidence of satisfaction of Minimum Qualification B.9 by completing the checkbox below. All requested fields must be completed in order to satisfy this Minimum Qualification.

Bidder shall ensure that each driver connected with performance of the resulting Agreement possesses and maintains for the duration of the Agreement a valid and appropriate California Drivers License issued by

CA DMV.

☐ Bidder certifies that each driver connected with performance of the resulting Agreement possesses and maintains for the duration of the Agreement a valid and appropriate California Drivers License issued by CA DMV.

California Department of Social Services Page 5 of 5

J. Provide evidence of satisfaction of Minimum Qualification B.10 by completing the table below. All requested fields must be completed in order to satisfy this Minimum Qualification.

Bidder must have a verifiable Unique Entity ID (UEI) or registration # assigned in the System for Award Management (SAM) website:

https://sam.gov/content/home

All fields must be filled in below.

SAM Unique Entity ID or Registration # SAM Status

Bidder certifies this response fulfills the minimum qualifications outlined by signing below.

Authorized Signature

Name of Firm

Name and Title (Please Print)

Date

Attachment 3 IFB 23-3079

Bid/Bidder Certification Sheet

This Bid/Bidder Certification Sheet must be signed and returned along with all the "required attachments" as an entire package with original signatures. The bid must be transmitted in a sealed envelope in accordance with IFB instructions.

A. All required attachments are included with this Bid/Bidder Certification Sheet.

B. I have read and understand the DVBE participation requirements and have included documentation demonstrating that I have met the participation goals if goals are included.

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. Fax Number

2b. Email Address

3a. Address of Principal Place of Business within the United States

3b. Address of Primary Business Location within the state of California (if different from above):

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 and Disabled Veteran Business Enterprise Services (OSDS) as:

a. California Small Business b. Disabled Veteran Business Enterprise

Yes No Yes No If yes, enter certification number: If yes, enter 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:

Attachment 3 IFB 23-3079

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, 2b, 3a, 3b

Must be completed. These items are self-explanatory.

4 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.

5 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.

6 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.

7 Enter your federal employee tax identification number.

8 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.

9 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.

14 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.

IFB 23-3079 Attachment 4

COST SHEET – NORTHERN REGION

Cost Sheet(s) must be completed by the bidder and returned along with all REQUIRED ATTACHMENTS, as listed on Attachment 1, as an entire package or offer will be considered non-responsive.

Bidders may bid on one (1) or both Regions (Northern and /or Southern). However, bidders must provide services for all Branches within each Region. Cost Sheet(s) shall ONLY be submitted for each region being bid.

The estimated frequency is 0-6 times per year, per location with an estimated volume of 0-500 boxes (0-12,500 pounds) per pickup, per location, with an average box size of 15” x…