INVITATION FOR BID

Notice to Prospective Bidders

INFRASTRUCTURE MATERIALS

IFB 25-0206162

04/08/2026

State of California California Department of Technology

IFB 25-0206162

Infrastructure Materials

Master Table of Contents

Master TOC Page 1

MASTER TABLE OF CONTENTS

SECTION I - INTRODUCTION AND OVERVIEW OF REQUIREMENTS

A. PURPOSE OF THIS INVITATION FOR BID

B. SCOPE OF THE IFB AND BIDDER ADMONISHMENT

C. AVAILABILITY

D. PROCUREMENT OFFICIAL

E. KEY ACTION DATES

F. INTENT TO BID

G. CONFIDENTIALITY STATEMENT

H. AMERICANS WITH DISABILITIES ACT (ADA)

ATTACHMENT I-A LETTER OF INTENT TO BID

ATTACHMENT I-B CONFIDENTIALITY STATEMENT

ATTACHMENT I-C BID SUBMISSION CHECKLIST

SECTION II - RULES GOVERNING COMPETITION

A. IDENTIFICATION AND CLASSIFICATION OF IFB REQUIREMENTS

B. BIDDING REQUIREMENTS AND CONDITIONS

C. BIDDING STEPS

D. FINAL BID PHASE

E. REJECTION OF BIDS

F. EVALUATION AND SELECTION PROCESS

G. AWARD OF CONTRACT

H. DEBRIEFING

I. CONTRACTUAL INFORMATION

J. OTHER INFORMATION

K. DISPOSITION OF BIDS

L. CONTACTS FOR INFORMATION

M. PLASTIC TRASH BAG CERTIFICATION VIOLATIONS

N. AIR OR WATER POLLUTION VIOLATIONS

O. UNFAIR PRACTICES ACT AND OTHER LAWS

P. CLEAN AIR ACT (42 U.S.C. 7401-7671G) AND THE FEDERAL WATER POLLUTION

CONTROL ACT (33 U.S.C. 1251-1388)

SECTION III – CURRENT SERVICES

A. CURRENT SERVICES

SECTION IV – PROPOSED SERVICES

A. PROPOSED SERVICES

SECTION V - ADMINISTRATIVE REQUIREMENTS

A. INTRODUCTION

B. BIDDER RESPONSIBILITY

C. BID COVER LETTER

D. PAYEE DATA RECORD (STD 204)

E. CERTIFICATION WITH THE SECRETARY OF STATE

F. CERTIFICATION OF USE TAX COLLECTION FOR SELLER’S PERMIT

G. DISABLED VETERANS BUSINESS ENTERPRISE (DVBE) PARTICIPATION

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H. DISABLED VETERANS BUSINESS ENTERPRISE (DVBE) INCENTIVE

I. SMALL BUSINESS PREFERENCE

J. TARGET AREA CONTRACT PREFERENCE ACT (TACPA)

K. COMMERCIALLY USED FUNCTION

L. PRE-EMPLOYMENT CRIMINAL BACKGROUND INVESTIGATION POLICY

M. IRAN CONTRACTING ACT

N. POST CONSUMER CONTENT CERTIFICATION

O. CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION

P. BYRD ANTI-LOBBYING AMENDMENT

Q. BIDDER DECLARATION FORM

R. FEDERAL TAX ADMINISTRATION REQUIREMENTS

S. SECURITY AND DATA PROTECTION REQUIREMENTS

ATTACHMENT V-A PAYEE DATA RECORD

ATTACHMENT V-B CERTIFICATE OF USE TAX COLLECTION FOR SELLER’S PERMIT

ATTACHMENT V-C PRE-EMPLOYMENT CRIMINAL BACKGROUND CHECKS POLICY

CERTIFICATION

ATTACHMENT V-D BIDDER DECLARATION FORM

ATTACHMENT V-E IRAN CONTRACTING ACT

ATTACHMENT V-F COMMERCIALLY USEFUL FUNCTION CERTIFICATION

ATTACHMENT V-G POST CONSUMER CONTENT CERTIFICATION

ATTACHMENT V-H CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION

ATTACHMENT V-I BYRD ANTI-LOBBYING AMENDMENT

SECTION VI –TECHNICAL REQUIREMENTS

A. INTRODUCTION

B. MANDATORY QUALIFICATIONS

C. TASKS AND RESPONSIBILITIES

D. CUSTOMER REFERENCES

ATTACHMENT VI-A BIDDER AGREEMENT TO ALL REQUIREMENTS

ATTACHMENT VI-B1 CUSTOMER REFERENCE #1

ATTACHMENT VI-B2 CUSTOMER REFERENCE #2

ATTACHMENT VI-B3 CUSTOMER REFERENCE #3

SECTION VII - COST

A. INTRODUCTION

B. COST WORKSHEET

C. COST DEFINITIONS

D. COST WORKSHEET INSTRUCTIONS

E. SPECIAL PAYMENT PROVISIONS

SECTION VIII - BID FORMAT

A. INTRODUCTION

B. FINAL BID FORMAT AND CONTENT

C. FORMAT DETAIL

ATTACHMENT VIII-A ADMINISTRATIVE REQUIREMENTS CHECKLIST

SECTION IX - EVALUATION

A. INTRODUCTION

B. RECEIPT

C. EVALUATION OF FINAL BIDS

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D. SCORING METHODOLOGY

APPENDIX A – CONTRACT AND ATTACHMENTS

A. GENERAL IFORMATION

B. PREPARATION OF CONTRACT

C. STANDARD AGREEMENT

EXHIBIT A: STATEMENT OF WORK

EXHIBT A-1: MATERIALS ORDER FORM

EXHIBIT B: PAYMENT AND INVOICING

EXHIBIT B-1: COST WORKSHEET

EXHIBIT C: GENERAL PROVISIONS – I INFORMATION TECHNOLOGY GENERAL

PROVISIONS NON-CLOUD GOODS & SERVICES

EXHIBIT D: SPECIAL TERMS & CONDITIONS TO SAFEGUARD FEDERAL TAX

INFORMATION

IFB 25-0206162

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Section I

SECTION I - Page 1

I. INTRODUCTION AND OVERVIEW OF REQUIREMENTS

A. PURPOSE OF THIS INVITATION FOR BID

The purpose of this Invitation for Bid (IFB) is to solicit vendors to provide the California Department of Technology (hereinafter referred to as “Department of Technology” or “State”) with Infrastructure Materials and services described herein. This section contains the detailed procedural requirements pertaining to the services as described in the following sections of this IFB.

A Contract resulting from this IFB will have a term of one (1) year based on completion and acceptance, with the ability to extend for two (2) additional one (1) year terms at the State’s sole option. Responses to this IFB will be evaluated, in accordance with Section IX – Evaluation, based on the combined three (3) year term; however, the Department of Technology is not obligated to utilize the options to extend the term.

Responses to this IFB will be evaluated based on the lowest responsive responsible bid, and award, if made, will be to a single bidder as calculated in accordance with Section IX Evaluation.

B. SCOPE OF THE IFB AND BIDDER ADMONISHMENT

This IFB is being conducted under the policies developed by the CDT and procedures developed by the Department of General Services as provided under Public Contract Code Section 12102 et seq. This IFB contains the instructions governing the requirements for a firm fixed bid to be submitted by interested bidders. The format that bid information is to be submitted and the material to be included therein follows. This IFB also addresses the requirements that bidders must meet to be eligible for consideration, as well as addressing bidders' responsibilities before and after installation.

IF A BIDDER EXPECTS TO BE AFFORDED THE BENEFITS OF THE STEPS INCLUDED

IN THIS IFB, THE BIDDER MUST TAKE THE RESPONSIBILITY TO:

1. CAREFULLY READ THE ENTIRE IFB.

2. IF CLARIFICATION IS NECESSARY, ASK APPROPRIATE QUESTIONS IN A TIMELY

MANNER; BIDDERS ARE ALSO ENCOURAGED TO CLARIFY ANY ASSUMPTIONS

3. SUBMIT ALL REQUIRED RESPONSES BY THE REQUIRED DATES AND TIMES.

4. MAKE SURE THAT ALL PROCEDURES AND REQUIREMENTS OF THE IFB ARE

ACCURATELY FOLLOWED AND APPROPRIATELY ADDRESSED; AND

5. CAREFULLY REREAD THE ENTIRE IFB BEFORE SUBMITTING A BID.

C. AVAILABILITY

Bidder must be available during the time frame of this contract.

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SECTION I - Page 2

D. PROCUREMENT OFFICIAL

The Procurement Official contact information and electronic mailing address to send bids, questions, of this solicitation is:

Name: Jason Lu Department: California Department of Technology Branch: Acquisition & IT Program Management Branch Phone: (916) 857-9465 Email: Jason.Lu@state.ca.gov

All inquiries, questions, and bids must be directed to only this person, unless otherwise identified in this solicitation. The State Procurement Official will also act as the department contact for visits or other information.

Oral communications directly with procurement officers and employees concerning this solicitation shall not be binding on the State. Bidders should only rely on written statements issued by the State Procurement Official.

E. KEY ACTION DATES

Listed below are the important actions and dates and times by which the actions must be taken or completed. All times listed are for Pacific Time (PT).

EVENT DATE TIME

Release of IFB 04/08/2026 Last Day to Submit Questions and Request for Changes 04/10/2026 10:00 AM Response to Questions 04/16/2026 Last Day to Submit Intent to Bid Letter and Confidentiality Statement

04/17/2026

3:00 PM

Last Day to Protest Requirements 04/17/2026 3:00 PM Submission of Final Bid Responses** 04/24/2026 3:00 PM Evaluations** 04/27/2026 10:00 AM Notification of Intent to Award** 04/27/2026 Last Day to Protest Selection** 05/01/2026 3:00 PM Proposed Contract Execution Date** 05/15/2026

**All dates after Submission of Bid Responses are tentative and are subject to change without notice.

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SECTION I - Page 3

F. INTENT TO BID

Bidders that want to participate in the IFB must submit a notification of intention to bid on this procurement in accordance with Attachment I-A, Letter of Intent to Bid to receive additional information. Only those bidders acknowledging interest in this IFB will continue to receive additional correspondence throughout this procurement. The letter must identify the contact person(s) for the solicitation process, plus include an email address and a phone and fax number. The State will notify only one (1) contact person per Bidder. All bidders must be registered with the Department of General Services (DGS) eProcurement web portal at Sell to the State which shall be the sole repository for the IFB and all addenda.

It shall be the Bidder’s responsibility to immediately notify the Procurement Official identified in SectionI.D. in writing, regarding any changes to the bidder’s contact information. The State shall not be responsible for bid correspondence not received by the bidder if the bidder fails to notify the State, in writing, about any change pertaining to the designated contact person.

This letter is to also identify the bidder’s intention related to contract language.

G. CONFIDENTIALITY STATEMENT

To preserve the integrity of the security and confidentiality measures integrated into the State's automated information systems, each bidder is required to sign Attachment 1-B, Confidentiality Statement, and submit it to the Procurement Official identified in Section I.Dof this IFB along with the signed Letter of Intent to Bid, by the date specified in the Key Action Dates.

H. AMERICANS WITH DISABILITIES ACT (ADA)

To comply with the nondiscrimination requirements of ADA, it is the policy of the State to make every effort to ensure that its programs, activities and services are available to all persons, including persons with disabilities.

For persons with a disability needing a reasonable modification to participate in this procurement process, or for persons having questions regarding reasonable modifications of the procurement process, you may contact the Department Official identified in Paragraph 4 of this Section. You may also contact the State at the numbers listed below.

IMPORTANT: TO ENSURE THAT WE CAN MEET YOUR NEED, IT IS BEST THAT WE

RECEIVE YOUR REQUEST FOR REASONABLE MODIFICATION AT LEAST 10 WORKING

DAYS BEFORE THE SCHEDULED EVENT (i.e., MEETING, CONFERENCE, WORKSHOP, etc.) OR DEADLINE DUE-DATE FOR PROCUREMENT DOCUMENTS.

The California Relay Service Telephone Numbers are:

Voice: 1-800-514-0301

TTY: 1-833-610-1264

https://caleprocure.ca.gov/pages/bidder-vendor.aspx https://caleprocure.ca.gov/pages/bidder-vendor.aspx

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ATTACHMENT I-A, LETTER OF INTENT TO BID

Administration Division, Acquisition & IT Program Management Branch Attn: Jason Lu 10860 Gold Center Drive, Suite 100 Rancho Cordova, CA 95670

Reference: IFB 25-0206162, Infrastructure Materials

This is to notify you that it is our present intent to [submit/not submit] information in response to the above referenced IFB. The individual to whom all information regarding this IFB shall be transmitted is:

Name:

Address:

City, State, and ZIP Code:

Telephone:

E-Mail:

We: (select one)

☐ Intend to submit a bid and have no problem with the IFB requirements.

☐ Intend to submit a bid but have one or more problems with the IFB requirements for reasons stated in this response.

☐ Do not intend to submit a bid, for reasons stated in this response, and have no problem with the IFB requirements.

☐ Do not intend to submit a bid because of one or more problems with the IFB requirements for reasons stated in this response.

Comment(s)/Explanation(s)

We are enclosing, as requested, the signed Confidentiality Statement (Attachment I-B) and we concur with the proposed contract language as presented in the IFB.

Sincerely, Name (Signature) Name and Title Email

Company Telephone FAX

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SECTION I - Page 5

ATTACHMENT I–B, CONFIDENTIALITY STATEMENT

As an authorized representative and/or corporate officer of the company named below, I agree that all persons employed by this company or subcontracted by this company will adhere to the following policy:

All information belonging to the State or its affiliated agencies is considered sensitive and/or confidential and cannot be disclosed to any person or entity that is not directly approved to participate in the work required to execute this Contract.

I certify that I will keep all Project information, including information concerning the planning, processes, development, or procedures of the Project, confidential and secure. I will not copy, give, or otherwise disclose such information to any other person unless the California Department of Technology has on file a confidentiality agreement signed by the other persons, and the disclosure is authorized and necessary to the Project. I understand that the information to be kept confidential includes, but is not limited to, specifications, administrative requirements, and terms and conditions, and concepts and discussions as well as writing or electronic materials. I further understand that if I leave this project before it ends, I must still keep all project information confidential. I agree to follow any instructions provided by the Project relating to the Confidentiality Project information.

I fully understand that any unauthorized disclosure I make may be a basis for civil or criminal penalties and/or disciplinary action (for State employees). I agree to advise the contract manager immediately in the event of an unauthorized disclosure, inappropriate access, or loss of data.

All materials provided for this Project, except where explicitly stated will be promptly returned or destroyed, as instructed by an authorized Department of Technology representative. If the materials are destroyed and not returned, a letter attesting to their complete destruction, which documents the destruction procedures, must be sent to the contract monitor at the Department of Technology before payment can be made for services rendered. In addition, all copies, or derivations, including any working or archival backups of the information, will be physically and/or electronically destroyed within five (5) calendar days immediately following either the end of the contract period or the final payment, as determined by the Department of Technology.

All personnel assigned to this Project shall be provided a confidentiality and non-disclosure statement and will be expected to sign and return it to the representative listed below before beginning work on this project.

Signature of representative Title Date

Typed name of representative

Typed title of representative

Typed name of company

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SECTION I - Page 6

ATTACHMENT I-C BID SUBMISSION CHECKLIST

A. Does your bid (submitted documentation) follow the format specified in Section VIII (Bid

Format) in the IFB?

B. Are the following documents in your bid and in the order specified below?

☐ Cover letter with original signature included. (Refer to Section 4).

☐ Letter of Intent to Bid (Submit per the Key Action Dates) ........................ ATTACHMENT I-A ☐ Confidentiality Statement (Submit per the Key Action Dates) .................. ATTACHMENT I-B ☐ Payee Data Record (STD 204) .............................................................. ATTACHMENT V-A ☐ Certificate of Use Tax Collection for Seller’s Permit .............................. ATTACHMENT V-B ☐ Certificate with the Secretary of State ☐ Pre-Employment Criminal Background Checks (if applicable) .............. ATTACHMENT V-C ☐ Bidder Declaration (GSPD-05-105) ..................................................... ATTACHMENT V-D

☐ Iran Certification (if applicable) .............................................................. ATTACHMENT V-E ☐ Small Business (SB) Preference (if applicable) ☐ Commercially Useful Function Certification (if applicable) .................... ATTACHMENT V-F ☐ Target Area Agreement Preference Act (TACPA) (if applicable) ☐ Post-Consumer Content Certification .................................................. ATTACHMENT V-G ☐ California Civil Rights Laws Certification .............................................. ATTACHMENT V-H ☐ Byrd Anti-Lobbying Amendment………………………………………………….. ATTACHMENT V-I ☐ Bidder Agreement to Technical Requirements .................................... ATTACHMENT VI-A ☐ Administrative Requirement Checklist… ............................................ ATTACHMENT VIII-A ☐ Contractor’s Work Plan.............................................................. APPENDIX-A, SECTION J ☐ Completed STD. 213 IT, with all Exhibits ........................................................ APPENDIX A ☐ Detail Cost Worksheets .............................................................APPENDIX-A, EXHIBIT B-1 ☐ Have the calculations for the above costs been checked for accuracy?

BIDDERS:

THE STATE MAKES NO WARRANTY THAT THE CHECKLIST IS A FULL AND

COMPREHENSIVE LISTING OF EVERY REQUIREMENT SPECIFIED IN THE IFB.

CHECKING OFF THE ITEMS ON THE CHECKLIST DOES NOT ESTABLISH YOUR FIRM’S

INTENT NOR DOES IT CONSTITUTE RESPONSIVENESS TO THE REQUIREMENT(S). THE

CHECKLIST IS ONLY A TOOL TO ASSIST PARTICIPATING BIDDERS IN COMPILING

THEIR BID RESPONSE. THE BIDDERS ARE ENCOURAGED TO CAREFULLY READ THE

ENTIRE IFB. THE NEED TO VERIFY ALL DOCUMENTATION AND RESPONSES PRIOR TO

THE SUBMISSION OF BIDS CANNOT BE OVER EMPHASIZED.

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Section II

SECTION II - Page 1

II. RULES GOVERNING COMPETITION

A. IDENTIFICATION AND CLASSIFICATION OF IFB REQUIREMENTS

1. Requirements

The State has established certain requirements with respect to bids to be submitted by prospective contractors. The use of "shall," "must," or "will" (except to indicate simple futurity) in the IFB indicates a requirement or condition which is mandatory. A deviation from a requirement is material if the deficient response is not in substantial accord with the IFB requirements, provides an advantage to one bidder over other bidders, or has a potentially significant effect on the delivery, quantity or quality of items bid, amount paid to the supplier, or on the cost to the State. Material deviations cannot be waived. A deviation, if not material, may be waived by the State.

2. Desirable Items

The words "should" or "may" in the IFB indicate desirable attributes or conditions but are non-mandatory in nature. Deviation from, or omission of, such a desirable feature, even if material, will not in itself cause rejection of the bid.

B. BIDDING REQUIREMENTS AND CONDITIONS

1. General

This IFB, the evaluation of responses, and the award of any resultant contract shall be made in conformance with current competitive bidding procedures as they relate to the procurement of goods and services by public bodies in the State of California. A bidder's Final Bid is an irrevocable offer for 90 days1 following the scheduled date for Submission of Final Bids specified in Section I.E Key Action Dates of the solicitation document. A bidder may extend the offer in the event of a delay of contract award.

2. IFB Documents

This IFB includes, in addition to an explanation of the State's needs which must be met, instructions which prescribe the format and content of bids to be submitted and the model(s) of the contract(s) to be executed between the State and the successful bidder(s). If a bidder discovers any ambiguity, conflict, discrepancy, omission, or other error in this IFB, the bidder shall immediately notify the Procurement Official identified in Section I of such error in writing and request clarification or modification of the document.

Modifications will be made by addenda issued pursuant to Paragraph B-7, Addenda, below. Such clarifications shall be given by written notice to all parties who have identified themselves as bidders to the Procurement Official identified in Section I, without divulging the source of the request for same. Insofar as practicable, the State will give such notices to other interested parties, but the State shall not be responsible therefore.

1 This period of time may be changed to accommodate processing time for Special Project Reports, Section 11 budget approvals, and other procurement delays.

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SECTION II - Page 2

If the IFB contains an error known to the bidder, or an error that reasonably should have been known, the bidder shall bid at its own risk. If the bidder fails to notify the State of the error prior to the date fixed for submission of bids, and is awarded the contract, the bidder shall not be entitled to additional compensation or time by reason of the error or its later correction.

3. Examination of the Work

The bidder should carefully examine the entire IFB and any addenda thereto, and all related materials and data referenced in the IFB or otherwise available to the bidder and should become fully aware of the nature and location of the work, the quantities of the work, and the conditions to be encountered in performing the work. Specific conditions to be examined may be listed in the IFB section V Administrative Requirements and/or section VI Technical Requirements.

4. Questions Regarding the IFB

Bidders requiring clarification of the intent or content of this IFB or on procedural matters regarding the competitive bidding process may request clarification by submitting questions, in an email clearly marked "Questions Relating to IFB 25-0206162” to the Procurement Official listed in Section I Key Action Dates. To ensure a response, questions must be received in writing by the scheduled date(s) given in Section I.E Key Action Dates. Question and answer sets will be made available to all bidders without identifying the submitters. At the sole discretion of the State, questions may be paraphrased by the State for clarity.

A bidder who desires clarification or further information on the content of the IFB, but whose questions relate to the proprietary aspect of that bidder's bid and which, if disclosed to other bidders, would expose that bidder's bid, may submit such questions in the same manner as above, but also marked "CONFIDENTIAL," and not later than the scheduled date specified in Section I.E, Key Action Dates, to ensure a response.

The bidder must explain why any questions are sensitive in nature. If the State concurs that the disclosure of the question or answer would expose the proprietary nature of the bid, the question will be answered, and both the question and answer will be kept in confidence. If the State does not concur with the proprietary aspect of the question, the question will not be answered in this manner and the bidder will be so notified.

If the bidder believes that one or more of the IFB requirements is onerous, unfair, or imposes unnecessary constraints to the bidder in proposing less costly or alternate solutions, the bidder may request a change to the IFB by submitting, in writing, the recommended change(s) and the facts substantiating this belief and reasons for making the recommended change. Such request must be submitted to the Procurement Official by the date specified in Section I.E, Key Action Dates, for submitting a request for change. Request for changes and State’s response will be published as a Question-and-Answer set. Oral responses shall not be binding on the State.

5. Supplier's Intention to Submit a Bid

Suppliers who want to participate in the bidding process are asked to state their intention by the date specified in Section I.E, Key Action Dates, with respect to submission of bids. The State is also interested as to a supplier's reasons for not submitting a bid; as, for example, requirements that cannot be met or unusual terms and conditions which arbitrarily raise costs.

6. Addenda

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SECTION II - Page 3

The State may modify the IFB prior to the date fixed for Contract Award by issuance of an addendum to all bidders who are participating in the bidding process at the time the addendum is issued unless the addendum changes are such as to offer the opportunity for nonparticipating bidders or suppliers to become participating. Addenda will be numbered consecutively. If any supplier determines that an addendum unnecessarily restricts its ability to bid, the supplier is allowed one (1) State working day to submit a protest to the addendum according to the instructions contained in Section II.J .

7. Bonds

The State reserves the right to require a performance bond or other security document as specified in the IFB from the supplier in an amount not to exceed the amount of the contract.

8. Discounts

In connection with any discount offered, except when provision is made for a testing period preceding acceptance by the State, time will be computed from date of delivery of the supplies or equipment as specified, or from date correct invoices are received in the office specified by the State if the latter date is later than the date of delivery. When provision is made for a testing period preceding Acceptance by the State, date of delivery shall mean the date the supplies or equipment are accepted by the State during the specified testing period. Payment is deemed to be made, for the purpose of earning the discount, on the date of mailing the State warrant or check.

Cash discounts offered by bidders for the prompt payment of invoices will not be considered in evaluating offers for award purposes; however, all offered discounts will be taken if the payment is made within the discount period, even though not considered in the evaluation of offers.

9. Exclusion for Conflict of Interest

No consultant shall be paid out of State funds for developing recommendations on the acquisition of information technology (IT) products or services or assisting in the preparation of a feasibility study if that consultant is to be a source of such acquisition or could otherwise directly and/or materially benefit from State adoption of such recommendations or the course of action recommended in the feasibility study. Further, no consultant shall be paid out of State funds for developing recommendations on the disposal of State surplus IT products if that consultant would directly and/or materially benefit from State adoption of such recommendations.

10. Seller’s Permit

This IFB is subject to all requirements set forth in Sections 6452, 6487, 7101 and 18510 of the Revenue and Taxation Code, and Section 10295 of the Public Contract Code, requiring suppliers to provide a copy of their retailer’s seller’s permit or certification of registration, and, if applicable, the permit or certification of all participating affiliates issued by the State of California’s Board of Equalization. Unless otherwise specified in this IFB, a copy of the retailer’s seller’s permit or certification of registration, and, if applicable, the permit or certification of all participating affiliates must be submitted within five (5) State business days of the State’s request. Failure of the supplier to comply by supplying the required documentation will cause the supplier’s bid to be considered non-responsive and the bid rejected.

11. Disclosure of Financial Interests

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Bids in response to State procurements for assistance in preparation of feasibility studies or the development of recommendations for the acquisition of IT products and services must disclose any financial interests (i.e., service contract, Original Equipment Manufacturer (OEM) agreements, remarketing agreements, etc.) that may foreseeably allow the individual or organization submitting the bid to materially benefit from the State's adoption of a course of action recommended in the feasibility study or the acquisition recommendations. If, in the State's judgment, the financial interest will jeopardize the objectivity of the recommendations, the State may reject the bid.

12. Unfair Practices Act and Other Laws

Bidder warrants that its bid complies with the Unfair Practices Act (Business and Professions Code Section 17000 et seq.) and all applicable State and Federal laws and regulations.

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C. BIDDING STEPS

1. General

The procurement process to be used in this solicitation document is described below.

All processes result in a FINAL PHASE and will always include a Final Bid.

The Final Bid is a mandatory step for all bidders; and any other steps are optional unless otherwise stated in Section IIC of this solicitation. However, all bidders are strongly encouraged to follow the scheduled steps of this solicitation document in order to submit a compliant Final Bid. Costs submitted in any submission other than the Final Bid may preclude the bidder from continuing in the process.

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D. FINAL BID PHASE

The purpose of the Final Bid Phase is to obtain bids that are responsive in every respect.

1. Final Bid The Final Bid must be complete, including all cost information, and required signatures.

If required in the IFB section II.D.7, Completion of Bids, cost data (as identified in the above referenced section) must be submitted under separate, sealed cover. Changes that appear in the Final Bid, other than correction of defects, increase the risk that the Final Bid may be found defective.

2. Confidentiality Bidders should be aware that marking a document "confidential”, "proprietary," or “trade secret” in a final bid may exclude it from consideration for award and will not keep that document from being released after notice of Intent to Award as part of the Public Record Act, unless a court of competent jurisdiction has ordered the State not to release the document.

3. Submission of Bids The instructions contained herein apply to the Final Bid.

4. Preparation Bids are to be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of this IFB. Expensive bindings, colored displays, promotional materials, etc., are not necessary or desired. Emphasis should be concentrated on conformance to the IFB instructions, responsiveness to the IFB requirements, and on completeness and clarity of content.

Therefore, bidders are cautioned to not rely on the State to discover and report to the bidders all defects and errors in the submitted documents. Before submitting each document, the bidder should carefully proof it for errors and adherence to the IFB requirements.

5. Bidder's Cost Costs for developing bids and bids are the responsibility entirely of the bidder and shall not be chargeable to the State.

6. Completion of Bids Bids must be complete in all respects as required by the IFB section VIII, Bid Format. A Final Bid shall be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. A Final Bid must be rejected if any such defect or irregularity constitutes a material deviation from the IFB requirements. The Final Bid must contain all costs required by the IFB section VII Costs, and section VIII, Bid Format, setting forth a unit price and total price for each unit price item, and a total price for each lump sum price item in the schedule, all in clearly legible figures. If required in IFB section VIII, Bid Format, cost data (as identified in the above referenced section) must be submitted under separate, sealed cover.

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SECTION II - Page 7

7. False or Misleading Statements

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

8. Signature of Bid

A cover letter (which shall be considered an integral part of the Final Bid) and Standard Agreement Form 213 or a Bid Form shall be signed by an individual who is authorized to bind the bidding firm contractually. The signature block must indicate the title or position that the individual holds in the firm. An unsigned Final Bid shall be rejected.

9. Delivery of Bids

Bidders must submit one (1) electronic copy of bid to the Procurement Official stated in Section I.D. All documents in the bid requiring an electronic signature must bear a signature of a person authorized to bind the bidding Contractor contractually.

All bids must be submitted via e-mail and sent to California Department of Technology by dates and times shown in Section I.E, Key Action Dates.

The completed bid response shall be submitted by email as follows:

a) Email bids to Jason.Lu@state.ca.gov

b) Only bids received to this mailbox will be considered. Bids shall not be sent to any other mailbox.

c) Email should clearly identify in the Subject Line “Bid Response for IFB # 25-

0206162”

d) Emails will not be opened by the Procurement Official until the required bid due date and time.

Emails should not exceed ten (10) megabytes (MB). The State’s mail server may automatically reject excessively large emails. Bidder may submit multiple emails if file size exceeds the recommended ten (10) MB. Multiple emails should be identified as follows: 1 of 3, 2 of 3, 3 of 3, etc.

For the purposes of this solicitation only, all bids shall be valid for ninety days

(90) calendar days after bid opening date.

mailto:Jason.Lu@state.ca.gov

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10. Withdrawal and Resubmission/Modification of Bids

A bidder may withdraw its Final Bid at any time prior to the bid submission date and time specified in Section I.E by submitting a written notification of withdrawal signed by the bidder authorized in accordance with Section II.D.9, Signature of Bid. The bidder may thereafter submit a new or modified bid prior to such bid submission date and time.

Modification offered in any other manner, oral or written, will not be considered. Other than as allowed by law, Final Bids cannot be changed or withdrawn after the date and time designated for receipt, except as provided in Section II.D.10, Delivery of Bids.

E. REJECTION OF BIDS

The State may reject any or all bids and may waive any immaterial deviation or defect in a bid.

The State's waiver of any immaterial deviation or defect shall in no way modify the IFB documents or excuse the bidder from full compliance with the IFB specifications if awarded the contract.

F. EVALUATION AND SELECTION PROCESS

1. General

Bids will be evaluated according to the procedures contained in the IFB section IX, Evaluation.

2. Evaluation Questions

During the evaluation and selection process, the State may desire the presence of a bidder's representative for answering specific questions, orally and/or in writing. During the evaluation of Final Bids, the State may ask the bidder to clarify their submitted information but will not allow the bidder to change their bid.

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3. Errors in the Final Bid

An error in the Final Bid may cause the rejection of that bid; however, the State may at its sole option retain the bid and make certain corrections.

In determining if a correction will be made, the State will consider the conformance of the bid to the format and content required by the IFB, and any unusual complexity of the format and content required by the IFB.

a) If the bidder's intent is clearly established based on review of the complete Final Bid submittal, the State may at its sole option correct an error based on that established intent.

b) The State may at its sole option correct obvious clerical errors.

c) The State may at its sole option correct discrepancy and arithmetic errors on the basis that if intent is not clearly established by the complete bid submittal, the Master Copy shall have priority over additional copies, the bid narrative shall have priority over the draft contract, the draft contract shall have priority over the cost sheets, and within each of these, the lowest level of detail will prevail. If necessary, the extensions and summary will be recomputed accordingly, even if the lowest level of detail is obviously misstated.

The total price of unit-price items will be the product of the unit price and the quantity of the item. If the unit price is ambiguous, unintelligible, uncertain for any cause, or is omitted, it shall be the amount obtained by dividing the total price by the quantity of the item.

d) The State may at its sole option correct errors of omission, and in the following four situations, the State will take the indicated actions if the bidder's intent is not clearly established by the complete bid submittal.

i. If an item is described in the narrative and omitted from the draft contract and cost data provided in the bid for evaluation purposes, it will be interpreted to mean that the item will be provided by the bidder at no cost.

ii. If a minor item is not mentioned at all in the Final Bid and is essential to satisfactory performance, the bid will be interpreted to mean that the item will be provided at no cost.

iii. If a major item is not mentioned at all in the Final Bid, the bid will be interpreted to mean that the bidder does not intend to supply that item.

iv. If a major item is omitted, and the omission is not discovered until after contract award, the bidder shall be required to supply that item at no cost.

The determination of whether an item is minor or major is the responsibility of the State.

e) If a bidder does not follow the instructions for computing costs not related to the contract (e.g., State personnel costs), the State may reject the bid, or at its sole option, recompute such costs based on instructions contained in the IFB.

If the re-computations or interpretations, as applied in accordance with this section, subparagraph d, result in significant changes in the amount of money to be paid to the bidder (if awarded the contract) or in a requirement of the bidder to supply a major

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SECTION II - Page 10 item at no cost, the bidder will be given the opportunity to promptly establish the grounds legally justifying relief from its bid.

IT IS ABSOLUTELY ESSENTIAL THAT BIDDERS CAREFULLY REVIEW THE COST

ELEMENTS IN THEIR FINAL BID, SINCE THEY WILL NOT HAVE THE OPTION TO

CORRECT ERRORS AFTER THE TIME FOR SUBMITTAL.

f) At the State’s sole discretion, it may declare the Final Bid to be a Draft Bid in the event that the State determines that Final Bids from all bidders contain material deviations.

Bidders may not protest the State’s determination that all bids have material deviations.

If all bids are declared noncompliant, the State may issue an addendum to the IFB.

Should this occur, Confidential Discussions will be held with bidders who submitted a non-compliant bid. Bidders will be notified of the due date for the submission of a new Final Bid to the State. This submission must conform to the requirements of the original IFB as amended by any subsequent addenda. The new Final Bids will be evaluated as required by the section IX, Evaluation.

G. AWARD OF CONTRACT

Award of contract, if made, will be in accordance with the IFB section on EVALUATION to a responsible bidder whose Final Bid complies with all the requirements of the IFB documents and any addenda thereto, except for such immaterial defects as may be waived by the State.

The State reserves the right to determine the successful bidder(s) either on the basis of individual items or on the basis of all items included in its IFB, unless otherwise expressly provided in the State's IFB. Unless the bidder specifies otherwise in its bid, the State may accept any item or group of items of any bid. The State reserves the right to modify or cancel in whole or in part its IFB.

Written notification of the State's intent to award will be made to all bidders submitting a Final Bid. If a bidder, having submitted a Final Bid, can show that its bid, instead of the bid selected by the State, should be selected for contract award according to the rules of Section II.J, the bidder will be allowed one (1) State working day to submit a protest to the Intent to Award, according to the instructions contained in Section II.J.

H. DEBRIEFING

A debriefing may be held after contract award at the request of any bidder for the purpose of receiving specific information concerning the evaluation. The discussion will be based primarily on the technical and cost evaluations of the bidder's Final Bid. A debriefing is not the forum to challenge the IFB specifications or requirements.

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I. CONTRACTUAL INFORMATION

The State has model contract forms to be used by State agencies when contracting for information technology (IT) goods and services. The model contract(s) appropriate for the specific requirements of this IFB are included in this IFB.

J. OTHER INFORMATION

Protests

Before a protest is submitted regarding any issue other than selection of the "successful bidder," the bidder must make full and timely use of the procedures described in this Section II to resolve any outstanding issue(s) between the bidder and the State. The procurement procedure is designed to give the bidder and the State adequate opportunity to submit questions and discuss the requirements, bids and counter bids before the Final Bid is due.

The protest procedure is made available in the event that a bidder cannot reach a fair agreement with the State after exhausting these procedures. There are two types of protests:

requirements (initial) protests and award protests. A protest shall be submitted according to the procedure below. Protests regarding any issue other than selection of the "successful bidder" are requirements protests and will be heard and resolved by the Deputy Director of the Department of General Services, Procurement Division, whose decision will be final.

An award protest is where a bidder has submitted a bid which it believes to be totally responsive to the requirements of the IFB and to be the bid that should have been selected according to the evaluation procedure in Section IX, Evaluaiton, and the bidder believes the State has incorrectly selected another bidder for award. For this situation, the bidder may submit a protest of the selection as described below. Protests regarding selection of the "successful bidder" will be heard and resolved by the Victims Compensation and Government Claims Board, whose decision will be final.

All protests must be made in writing, signed by an individual authorized under Section II.D.9, Signature of Bid, and contain a statement of the reason(s) for protest; citing the law, rule, regulation, or procedures on which the protest is based. The protester must provide facts and evidence to support the claim. Protests must be mailed or delivered to:

Street Address: Mailing Address:

Deputy Director Deputy Director Procurement Division Procurement Division 707 Third Street, 2nd Floor P.O. Box 989052 West Sacramento, CA 95605 Sacramento, CA 95798-9052

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All protests to the IFB requirements or procedures must be received by the Deputy Director of the Procurement Division as promptly as possible, but not later than the respective time and date in the Key Action Dates in Section I.E for such protests. Protests concerning the evaluation, recommendation, or other aspects of the selection process must be received by the Deputy Director of the Procurement Division as promptly as possible, but not later than the respective time and date specified in Section I for such protests or the respective date of the Notification of Intent to Award, whichever is later. Certified or registered mail should be used unless delivered in person; in which case the protester should obtain a receipt of delivery.

K. DISPOSITION OF BIDS

All materials submitted in response to this IFB will become the property of the State of California and will be returned only at the State's option and at the bidder's expense. At a minimum, the Master Copy of the Final Bid shall be retained for official files and will become a public record after the Notification of Intent to Award as specified in Section I.E, Key Action Dates. However, materials the State considers confidential information (such as confidential financial information submitted to show bidder responsibility) will be returned upon request of the bidder.

L. CONTACTS FOR INFORMATION

Bidders may contact the Procurement Official listed in Section I.D.

Oral communications of department officers and employees 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.

M. PLASTIC TRASH BAG CERTIFICATION VIOLATIONS

Public Resources Code Section 42290 et seq. prohibits the State from contracting with any supplier, manufacturer, or wholesaler, and any of its divisions, subsidiaries, or successors that have been determined to be noncompliant to the recycled content plastic trash bag certification requirements. This includes award of a State contract or subcontract or renewal, extension, or modification of an existing contract or subcontract. Prior to award the State shall ascertain if the intended awardee or proposed subcontractor is a business identified on the current California Integrated Waste Management Board noncompliant list(s). In the event of any doubt of the status or identity of the business in violation, the State will notify the Board of the proposed award and afford the Board the opportunity to advise the State. No award will be made when either the bidder or a subcontractor has been identified either by published list or by advice from the Board, to be in violation of certification requirements.

N. AIR OR WATER POLLUTION VIOLATIONS

Unless the contract is less than $25,000 or with a non-competitively bid contractor, Government Code Section 4477 prohibits the State from contracting with a person, including a corporation or other business association, who has been determined to be in violation of any state or federal air or water pollution control laws.

Prior to an award, the State shall ascertain if the intended awardee is a person included in notices from the Boards. In the event of any doubt of the intended awardee's identity or

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SECTION II - Page 13 status as a person who is in violation of any state or federal air or water pollution law, the State will notify the appropriate Board of the proposed award and afford the Board the opportunity to advise the Department that the intended awardee is such a person.

No award will be made to a person who is identified either by the published notices or by advice, as a person in violation of state or federal air or water pollution control laws.

O. UNFAIR PRACTICES ACT AND OTHER LAWS

Bidder warrants that its bid complies with the Unfair Practices Act (Business and Professions Code Section 17000 et seq.) and all applicable State and Federal laws and regulations.

P. Clean Air Act (42 U.S.C. 7401-7671g) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1388):

The Contractor agrees to comply with all applicable standards, orders or regulations issued pursuant to the Clean Air Act (42 U.S.C. 7401-7671g) and the Federal Water Pollution Control Act as amended (33 U.S.C. 1251-21387). Violations must be reported to Federal awarding agency and the Regional Office of the Environmental Protection Agency

(EPA).

Q. Generative AI (GenAI)

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

Bidder/Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term "materially impacts" shall have the meaning set forth in State Administrative Manual (SAM) 4986.2.

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

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

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

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III. CURRENT SERVICES

CDT, Office of Technology Services (OTECH) provides information technology services to state, county, federal, and local government agencies. CDT also supports the statewide network and hosts multiple mainframe systems and mid-range server platforms

The current CDT Data Center requires new infrastructure materials to support all layer one infrastructure aspects of Information and Communications Technology (ICT) cabling and the basic power and cabinet infrastructure for the CDT Computer Rooms.

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Section IV

IV. PROPOSED SERVICES

CDT OTECH is requesting to procure new infrastructure materials for the Data Center. CDT would like pricing options for the list of materials referenced in Exhibit B-1 Cost Worksheet and the ability to purchase off that list via Materials Order (Exhibit A-1) on an as-needed basis.

The CDT makes no guarantees to purchase the full amount of the Contract.

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V. ADMINISTRATIVE REQUIREMENTS

A. INTRODUCTION

In addition to meeting the technical requirements of this IFB; listed…