IFB_25-045-01-_SAP.pdf

Contracts Management Unit 1515 S Street, North Building, Suite 500 Sacramento, CA 95811

(916) 322-0720 Fax (916) 327-0568

Governor Gavin Newsom Secretary, Government Operations Agency Amy Tong

Director Eraina Ortega

INVITATION FOR BID

IFB #25-045-01

Substance Abuse Professionals (SAP) Referral Services

Notice to Prospective Bidders

You are invited to review and respond to the California Department of Human Resources (CalHR) hereinafter referred to as “Invitation for Bid (IFB) #25-045-01 Substance Abuse Professionals (SAP) Referral Services. In submitting your bid, you must comply with these instructions found herein.

Note that all agreements entered into with CalHR will include by reference General Terms and Conditions and Contractor Certification Clauses that may be viewed and downloaded at the Internet site: Standard Contract Language

Bidders are encouraged to carefully read the entire solicitation. The need to verify all documentation and responses prior to the submission of bids is the responsibility of the bidder and cannot be overemphasized. Please ensure insurance requirements and, if applicable, prevailing wages are considered in your bid amounts.

It is the opinion of CalHR that this IFB is complete and without need of explanation. However, if you have questions, or need any clarifying information, the contacts for this IFB are:

CalHR Contracts Unit Department of Human Resources Administrative Services Division, Contacts Tara.Mcguinness@calhr.ca.gov; Reba.Sy@calhr.ca.gov

Please include Tara and Reba on all emails. Please submit questions, including requests for hard copies of IFB documents, to the email addresses listed above referencing the IFB number in the subject line of the email. Note that no verbal information given will be binding upon the State unless such information is in writing as an official addendum. Questions via phone calls or in person are not accepted.

Any attempt by a bidder to initiate contact with any member of CalHR staff, other than the CalHR Contract Analyst, regarding this IFB may disqualify the Bidder from further consideration.

RESPONSES TO THE IFB MAY BE SUBJECT TO DISCLOSURE PURSUANT TO THE

CALIFORNIA PUBLIC RECORDS ACT. Any trademark or propriety information must be expressly marked as such.

https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language mailto:Tara.Mcguinness@calhr.ca.gov mailto:Reba.Sy@calhr.ca.gov

Department of Human Resources

SAP Referral Services

TABLE OF CONTENTS

A. PURPOSE AND DESCRIPTION OF SERVICES

B. BID REQUIREMENT INFORMATION.......................................................................................... ……………………………………………………3

1. KEY ACTION DATES

2. WRITTENQUESTIONS

3. SUBMISSION OF BID

4. REJECTION OF BID SUBMISSIONS

5. EVALUATION AND SELECTION

6. AWARD AND PROTEST

7. DISPOSITION OF BIDS

8. PERFORMANCE OF SERVICE

9. TAX DELINQUENT STATUS VERIFICATION

C. PREFERENCE AND INCENTIVE PROGRAMS

1. SMALL BUSINESSENTERPRISE PREFERENCE PROGRAM

2. DISABLED VETERANBUSINESS ENTERPRISE INCENTIVE

3. TARGET AREACONTRACT PREFERENCEACT

4. APPLYINGPREFERENCEAND INCENTIVES

ATTACHMENT 1 - REQUIRED ATTACHMENT CHECKLIST

ATTACHMENT 2 - BID/BIDDER CERTIFICATION SHEET BID/BIDDER CERTIFICATION SHEET

ATTACHMENT 3 - CONTRACTOR CERTIFICATION CLAUSES

ATTACHMENT 4 - DARFUR CONTRACTING ACT CERTIFICATION

ATTACHMENT 5 - PAYEE DATA RECORD, STD 204 & STD 205

ATTACHMENT 6 - BIDDER DECLARATION SHEET, GSPD-05-105

ATTACHMENT 7 - COST SHEET

ATTACHMENT 8 - REFERENCES

ATTACHMENT 9 - CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION

ATTACHMENT 10 - TARGET AREA CONTRACT PREFERENCE ACT, STD 830 AND DGS/PD 526

ATTACHMENT 11 - ...24

EXHIBITS. ........................................................................................................................................................................................... …..25-48

A. PURPOSE AND DESCRIPTION OF SERVICES

Provide statewide Substance Abuse Professional (SAP) services to CalHR’s clients (California state agencies) for donors testing positive under state and federally regulated drug and alcohol testing. SAP services must be located throughout the state. Services shall adhere to all federal and state regulations, policies and bargaining unit agreements.

B. BID REQUIREMENT INFORMATION

1. KEY ACTION DATES

The following dates are set forth for informational and planning purposes only and are subject to change:

ACTION DATE AND TIME

IFB Available to Prospective Bidders May 27, 2025

Deadline to Submit Questions June 6, 2025 at 5:00 PM (PST)

Responses to Questions June 10, 2025 at 5:00 PM (PST)

Final Date for Submission of Bid June 12, 2025 at 5:00 PM (PST)

Bid Opening June 13, 2025 at 2:00 PM (PST)

Anticipated Intent to Award Posted By June 13, 2025 at 5:00 PM (PST)

Anticipated Last Day to Protest the Award June 20, 2025 by 5:00 PM (PST)

Anticipated Award Date of the contract June 23, 2025 by 5:00 PM (PST)

Contract Start Date July 1, 2025

Term End Date of Agreement June 30, 2026

2. WRITTEN QUESTIONS

Bidders are solely responsible for understanding the scope of work and all requirements, terms, conditions, evaluation criteria, etc., before submitting a bid. If the language is unclear or ambiguous, it is the Bidder’s responsibility to request clarification or assistance before submitting a bid. Bidders may submit questions via email to the CalHR contracts Unit referencing the IFB number in the subject line of the email. To ensure a response, questions must be received by the date given in Key Action Dates.

Question and Answer Sets will be provided to all Bidders without identifying the submitters and will be posted as an official document on https://caleprocure.com/pages/index.aspx.

https://eservices.calhr.ca.gov/enterprisehrblazorpublic/public/mou/bargainingsearch https://caleprocure.com/pages/index.aspx

3. SUBMISSION OF BID

a) All bids must be submitted electronically and received by CalHR by the date and time shown in Key Action Dates.

b) Bids must be delivered by emailing the CalHR Contracts Unit by the proposal submission deadline. It is up to the Bidder to ensure that electronic documents are viewable by CalHR (provide in standard MS Office and/or Adobe formats for example).

c) Bids must bear a signature, on all documents requiring a signature, of a person authorized to bind the bidding firm.

d) It is the Bidder’s responsibility for ensuring that the bid is received by the submission deadline.

Any bid received after the scheduled closing time for the receipt of bids will not be considered.

e) All bids shall include the documents identified in Attachment 1, Required Attachment

Checklist. Bids not including the proper "required attachments" shall be deemed non-responsive. A non-responsive bid is one that does not meet the basic bid requirements.

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

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

h) An individual who is authorized to bind the bidder contractually shall sign Attachment 2, Bid/Bidder Certification Sheet. The signature shall indicate the title or position that the individual holds in the firm. An unsigned bid will be rejected.

i) 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.

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

k) CalHR may modify the IFB prior to the date fixed for submission of bids by the issuance of an addendum to all parties who received a bid package via https://caleprocure.com/pages/index.aspx.

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

Bidder shall investigate conditions, character, and quality of surface or subsurface materials or obstacles that might be encountered. No additions or increases to the agreement amount will be made due to a lack of careful examination of work sites and specifications.

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

n) Introduction letters, expensive bindings, colored displays, promotional materials, etc., should not be included in the bid submission. Emphasis should be concentrated on conformance to the IFB instructions, responsiveness to the IFB requirements and completeness and clarity of content.

4. REJECTION OF BID SUBMISSIONS

a) A bid submission not received by the date and time specified in Key Action Dates will be rejected.

b) The bid submission must not contain false or misleading statements or provide references which do not support an attribute or condition claimed by the Bidder. If, in the opinion of CalHR, such information was intended to mislead CalHR 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 submission.

c) Deviations in the bid submission, whether or not intentional, may cause the bid submission to be non-responsive and not considered for award.

d) Unless previously approved by the State through the written questions process identified in Section 2, any material submitted by any Bidder in the final bid submission that is marked “CONFIDENTIAL” or “PROPRIETARY” will cause the entire bid submission to be deemed non-responsive and rejected.

e) CalHR does not accept alternate contract language from a prospective Contractor. A bid with such language will be considered a counter proposal and will be rejected.

Additionally, the General Terms and Conditions are not negotiable.

f) CalHR is not required to award a contract. CalHR reserves the right to reject any or all bids and to waive informalities and minor irregularities in bids received and to accept all or any portion of a bid, if deemed in the best interest of the State and not contrary to law.

waiver of any immaterial deviation or defect will in no way modify the IFB documents or excuse the contractor from full compliance with the IFB specification, if awarded the contract.

g) 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.

5. EVALUATION AND SELECTION

a) The bid opening will be held via conference call; information will be posted on https://caleprocure.com/pages/index.aspx.To receive conference call dial-in instructions contact The CalHR Contracts Unit prior to opening date and time.

b) During the bid opening, CalHR will read aloud and record the Bidder’s Name and their

Total Combined Cost from the Attachment 7, Cost Sheet

c) The CalHR Contract Analyst will further verify and evaluate the bid submissions as described in the IFB to determine lowest responsive responsible bidder. The further review may include, but is not limited to:

1. Validation of References;

2. Cost Sheet calculations have been verified.

3. SB Preferences have been evaluated, confirmed and calculated.

4. DVBE Participation Incentives have been evaluated, confirmed and calculated.

5. Largest tax delinquents eligibility confirmed;

6. Corporate standing has been verified with State of California, Secretary of

State; and

7. Commercially Useful Function (CUF) analysis

8. Verification of required documents

d) During further review, if any of the required documents are missing, incomplete, modified or contain alterations, the evaluation committee may reject the bid submission as non-responsive.

e) The documents provided by the Contractor in their bid submission enable CalHR to evaluate for responsiveness. CalHR reserves the right to ask clarifying questions during evaluation.

f) CalHR will determine the validity of references and signatory authority of winning bidder prior to awarding contract or posting Notice of Intent to Award.

g) Nothing in this section will require the awarding of the contract if no bids are received offering a contract price that, in the opinion of CalHR, is a reasonable price.

6. AWARD AND PROTEST

a) Contract award, if made, will be awarded to the Bidder whose bid has the lowest responsive responsible submission.

b) In the event of a tie, representatives of CalHR will flip a coin to determine the winning bidder. The coin flip will be witnessed and documented by two (2) or more CalHR employees.

c) 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.

d) Upon written request by any bidder, notice of the proposed award shall be posted in a public place in the lobby of the CalHR Headquarters at least five (5) working days prior to awarding the Agreement.

e) In addition to the public posting at the above-mentioned lobby, the notice will simultaneously be posted online for the same five (5) business days on the CalHR webpage and on https://caleprocure.com/pages/index.aspx for this solicitation.

f) If any bidder, prior to the award of Agreement, files a protest with the Department of General Services (DGS), Office of Legal Services, and CalHR on the grounds that the (protesting) bidder is the lowest responsible bidder, the Agreement shall not be awarded until either the protest has been withdrawn, or DGS has decided the matter (Public Contract Code§10345).

g) Within five (5) days after filing the initial protest, the protesting bidder shall file with DGS and CalHR a detailed written statement specifying the grounds for the protest. The written protest must be sent to the:

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

A copy of the detailed written protest should be mailed to CalHR, Contracts Manager, 1515 S Street Suite 500N, Sacramento, CA 95811 or emailed to The CalHR Contracts Unit.

It is suggested that any protest be sent certified or registered mail.

7. 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 (Gov. Code § 6250 et seq.) and subject to review by the public.

8. PERFORMANCE OF SERVICE

a) Upon award of the contract, the winning Bidder must provide a Certificate of Insurance (COI) within ten (10) working days from award of contract. This COI will identify the required insurance as indicated in the attached Sample Standard Agreement (STD 213), Exhibit D, Additional Provisions.

b) Upon award of the contract, the winning Bidder agrees to execute the contract on the State’s

Standard Agreement (STD 213), including all Exhibits. The Agreement must be signed by an individual authorized to bind the firm contractually.

mailto:OLSProtests@dgs.ca.gov

9. TAX DELINQUENT STATUS VERIFICATION

a) Effective July 1, 2012, Public Contract Code 10295.4, requires state agencies to verify the tax delinquent status of bidders responding to state solicitations.

b) At the time of bid evaluation, prior to contract award and execution, the State will verify all proposing firms and identified subcontractors as not listed as tax delinquent by the Franchise Tax Board and the California Department of Tax and Fee Administration. Any proposing firms or subcontractor listed as tax delinquent shall result in a proposal rejection and will not be considered for contract award. Proposing firms wanting further clarification can refer to the statute above or to the websites listed below for additional information.

California Department of Tax and Fee Administration Top 500 Sales Tax and Use Delinquencies in California https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm

Franchise Tax Board Top Delinquent Tax Payers

Top 500 past due balances | FTB.ca.gov

C. PREFERENCE AND INCENTIVE PROGRAMS

Preference and Incentive Programs are each identified below. When the Bidder satisfies the requirements and requests bid preferences and incentives, the Bidder must clearly identify in their bid submission for which of the programs it qualifies. Denial of those preferences or incentive requests is not a basis for rejection of the bid.

1. SMALL BUSINESS ENTERPRISE PREFERENCE PROGRAM

California Government Code (GC) section 14835, et seq., requires a preference to be given to Bidders who are California Certified Small Business (SB). The rules and regulations of this law, including the definition of a SB for the delivery of goods and services, are contained in California Code of Regulations, title 2, section 1896 et seq.

a) A 5% preference (not to exceed $50,000) is available to a certified SB. A Bidder claiming this preference must be certified by the Office of Small Business and Disabled Veteran Enterprise Services (OSDS) as a SB. Questions regarding certification should be directed to the OSDS at (916) 375-4940.

To be considered as a certified SB, the Bidder must have a complete application package on file with the OSDS by 5:00 p.m. on the Deadline for IFB Submission.

Questions regarding the certification approval process should be directed to the OSDS.

A copy of the regulations, instructions and format for claiming the Small Business Preference is available at:

https://www.dgs.ca.gov/PD/Resources/SCM/TOC/12/12-http://www.cdtfa.ca.gov/taxes-and-fees/top500.htm https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.html http://www.dgs.ca.gov/PD/Resources/SCM/TOC/12/12-

04#:~:text=Small%20businesses%20will%20be%20granted%20the%20five%20percent, highest%20scored%20bid%20pursuant%20to%20a%20solicitation%20e

To claim the Small Business Preference please see Attachment 6, Bidder Declaration

(GSPD-05-105).

NOTE: Pursuant to GC 14837, only a SB who performs a commercially useful function relevant to the Scope of Work included in this IFB may qualify the Bidder for a SB preference.

b) Non-Small Business Subcontractor Preference (if subcontracting is allowable in Exhibit A, Statement of Work):

A 5% preference (not to exceed $50,000) is available to a non-small business (NS) claiming 25% California-certified small business subcontractor participation. A Bidder claiming this preference must list one or more SB subcontractor(s), whom the Bidder commits to subcontract with an amount of at least twenty-five percent (25%) of the work performed under this contract.

To claim the Small Business Preference please see Attachment 6, Bidder Declaration

(GSPD-05-105).

NOTE: Pursuant to GC 14837, only a SB who performs a Commercially Useful Function (CUF) relevant to the Scope of Work included in this IFB may be used to qualify the Bidder for the Non-Small Business Subcontractor Preference.

2. DISABLED VETERAN BUSINESS ENTERPRISE INCENTIVE

It is the intent of the California Legislature that every State procurement authority honor California’s disabled veterans by taking all practical actions necessary to meet or exceed the Disabled Veteran Business Enterprise participation goal of a minimum of three percent (3%) of total contract value. The Disabled Veteran Business Enterprise (DVBE) Certification and Outreach Branch program was created for this purpose. Under Senate Bill 115, Section 999.5, an incentive program was established.

CalHR shall waive the DVBE participation requirement for this solicitation. However, pursuant to Military and Veterans Code Section 999.5, subdivision (a), an incentive will be given to a Bidder who provides DVBE participation.

The DVBE Incentive is as follows:

Confirmed DVBE Participation

(Bidder Declaration)

Incentive Amount

5% or Over 5%

4% to 4.99% Inclusive 4%

3% to 3.99% Inclusive 3%

2% to 2.99% Inclusive 2%

1% to 1.99% Inclusive 1%

A Bidder is eligible to receive this additional DVBE incentive if they are a certified DVBE or if a non DVBE Bidder commits to use a certified DVBE(s) as subcontractor(s) (if subcontracting is allowable in Exhibit A, Statement of Work).

Certified DVBE Bidder additional incentive considerations:

a) Commit to performing 1% or more of the contract bid value with the prime bidders’ firm or combination with another DVBE(s)

b) Document DVBE participation on the Bidder Declaration GSPD-05- 105, Attachment 6.

c) At the State’s option a DVBE Bidder working in combination with other DVBE(s) will submit proof of its commitment by submitting a written confirmation from the DVBE(s) identified as a subcontractor on the Bidder Declaration GSPD-05-105. When requested, the written confirmation must be submitted via email within the timeframe identified in the notification. Failure to submit the written confirmation as specified may be grounds for bid rejection.

Non-DVBE Bidder additional incentive considerations:

a) Commit to using certified DVBE(s) for 1% or more of the bid value.

b) Document DVBE participation on the Bidder Declaration GSPD-05- 105, Attachment 6.

c) At the CalHR option prior to contract award, a Bidder is to submit proof of its commitment by submitting a written confirmation from each DVBE identified as a subcontractor on the Bidder Declaration GSPD-05-105. When requested, the document(s) must be submitted within the timeframe identified in the notification. Failure to submit the written confirmation as specified may be grounds for bid rejection.

NOTE: Pursuant to Military and Veterans Code section 995.5, only a DVBE who performs a Commercially Useful Function (CUF) relevant to the Scope of Work included in this IFB may qualify the Bidder or be used to qualify the Bidder for a DVBE participation and/or DVBE incentive.

Locating DVBE Subcontractors

a) State Resources: Access the list of all certified DVBEs by using the Department of General

Services, Procurement Division (DGS-PD), online certified firm database at:

www.caleprocure.ca.gov

To begin your search, click on “Small Business/Disabled Veteran Business Enterprise,” then click “Search for Certified SB/DVBE Firms.” Search by “Keywords” or “UNSPSC Classifications” that apply to the elements of work you want to subcontract to a DVBE.

Check for subcontractor ads that may be placed on the California State Contracts Register http://www.caleprocure.ca.gov/

(CSCR) for this solicitation prior to the closing date. You may access the CSCR at:

www.caleprocure.ca.gov. For questions regarding the online certified firm database and the CSCR, please call the OSDS at (916) 375-4940 or send an email to:

OSDSHelp@dgs.ca.gov

3. TARGET AREA CONTRACT PREFERENCE ACT

In accordance with California Code, Section 4530, bidders may be eligible for a preference whenever contracts for goods or services are in excess of $100,000 and the bidders meet certain requirements as defined in the California Administrative Code (Title 2, Section 1896 et seq.) regarding labor needed to provide the services being procured. Bidders may receive extra consideration depending on what parts of the preference they claim. Full details can be found on the STD 830 form itself. Bidders desiring to claim this preference must submit a full executed copy of the STD 830 form and DGS/PD 526.

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division- Services-List- Folder/Request-a-Target-Area-Contract- Preference#@ViewBag.JumpTo https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0526.pdf

Bidders’ questions regarding this preference are to be directed to:

Department of General Services Dispute Resolution Unit

707 3rd Street, 2nd Floor West Sacramento, CA 95605 tacpa@dgs.ca.gov

4. APPLYING PREFERENCE AND INCENTIVES

a) Preferences and incentives are used for bid tabulation purposes to determine the lowest responsive responsible bidder. Strict adherence to the laws and regulations to apply the preferences and incentives will be followed. If awarded the contract, the preference and/or incentive does not alter the amount of the resulting contract. Please be aware that contracts awarded with applied preferences or incentives will be monitored throughout the life of the contract for compliance to statutory, regulatory and contractual requirements.

b) The SB preference of 5% will be applied when a responsible Bidder that is not a CA certified SB or a NS claiming 25% CA certified SB subcontractor participation submits the lowest responsive responsible bidder proposal. (Note: NS claiming SB subcontractor preference cannot remove an award from a certified SB.)

c) The DVBE incentive will be applied to each qualified bidder' verified DVBE participation percentage from the number 1 ranked lowest responsive responsible bidder proposal, regardless if Bidder is an SB/DVBE. If a SB is ranked number 1 after SB preference has been applied, the DVBE incentive is only calculated for Bidders certified as SBs.

d) The TACPA preference will be applied after the SB preference and the DVBE incentive.

http://www.caleprocure.ca.gov/ mailto:OSDSHelp@dgs.ca.gov http://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0526.pdf mailto:tacpa@dgs.ca.gov

ATTACHMENT 1 - 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 CalHR. For your bid to be responsive, all required attachments must be returned.

This checklist should be returned with your bid submission.

Company Name: __________________________

ATTACHMENT REQUIRED ATTACHMENT NAME

Attachment 1 YES Required Attachment Checklist

Attachment 2 YES Bid/Bidder Certification Sheet

Attachment 3 YES Contractor Certification Clauses

Attachment 4 YES Darfur Contracting Act Certification

Attachment 5 YES Payee Data Record, STD 204

(& optionally STD 205)

Attachment 6 YES Bidder Declaration Sheet, GSPD-05-105

Attachment 7 YES Cost Sheet

Attachment 8 YES References

Attachment 9 YES, if applicable California Civil Rights Laws Certification

Attachment 10

YES/NO, if applicable

TACPA, STD 830 and DGS/PD 526

ATTACHMENT 2 - BID/BIDDER CERTIFICATION SHEET 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 via email in accordance with IFB instructions.

A. Our all-inclusive bid is submitted as detailed in Attachment 7, Cost Sheet.

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

C. The signature affixed hereon and dated certifies compliance with all the requirements of this bid document. The signature below authorizes the verification of this certification.

An Unsigned Bid/Bidder Certification Sheet May Be Cause for Rejection

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

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation

Indicate the applicable employee and/or corporation number:

7. Federal Employee ID No. (FEIN) 8. California Corporation No.

9. Indicate applicable license and/or certification information:

10. Bidder’s Name (Print) 11. Title

12. Signature 13. Date

14. Are you certified with the Department of General Services, Office of Small Business and DVBE Certification (OSDC) as:

a. California Small Business b. Disabled Veteran Business Enterprise

Yes No Yes No If yes, enter your service code below: If yes, enter certification number:

NOTE: A copy of your Certification is required to be included if either of the above items is checked .

Date application was submitted to OSDC, if an application is pending:

Completion Instructions for Bid/Bidder Certification Sheet

Complete the numbered items on the Bid/Bidder Certification Sheet by following the instructions below.

Item Numbers Instructions

1, 2, 2a, 3

Must be completed. These items are self-explanatory.

Check if your firm is a sole proprietorship. A sole proprietorship is a form of business in which one person owns all the assets of the business in contrast to a partnership and corporation.

The sole proprietor is solely liable for all the debts of the business.

Check if your firm is a partnership. A partnership is a voluntary agreement between two or more competent persons to place their money, effects, labor, and skill, or some or all of them in lawful commerce or business, with the understanding that there shall be a proportional sharing of the profits and losses between them. An association of two or more persons to carry on, as co-owners, a business for profit.

Check if your firm is a corporation. A corporation is an artificial person or legal entity created by or under the authority of the laws of a state or nation, composed, in some rare instances, of a single person and his successors, being the incumbents of a particular office, but ordinarily consisting of an association of numerous individuals.

Enter your federal employee tax identification number.

Enter your corporation number information is used for checking if a corporation is in good standing and qualified to conduct business in California.

Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.

10, 11, 12, 13

Must be completed. These items are self-explanatory.

If certified as a California Small Business, place a check in the "Yes" box, and enter your certification number on the line. If certified as a Disabled Veterans Business Enterprise, place a check in the "Yes" box and enter your service code on the line. If you are not certified to one or both, place a check in the "No" box. If your certification is pending, enter the date your application was submitted to OSDC.

ATTACHMENT 3 - CONTRACTOR CERTIFICATION CLAUSES

A Bidder must complete the Contractor Certification Clauses located at the following internet site:

Standard Contract Language https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language

ATTACHMENT 4 - DARFUR CONTRACTING ACT CERTIFICATION

ATTACHMENT 5 - PAYEE DATA RECORD, STD 204 & STD 205

A Bidder must complete the Payee Data Record and the Supplement form (as needed), located at the following links:

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf

ATTACHMENT 6 - BIDDER DECLARATION SHEET, GSPD-05-105

A Bidder must complete the Bidder Declaration, located at the following link:

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

When completing the declaration, if subcontracting is allowable in Exhibit A, Statement of Work, Bidders must identify all subcontractors proposed for participation in the contract. Bidders awarded a contract 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 contract http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

ATTACHMENT 7 - COST SHEET

TABLE 1: SAP Referral Services, LLC Pricing Cost

Services Cost

Employee Evaluations (per case) $

Consultation/Expert Testimony (per hour plus travel/per diem)

ATTACHMENT 8 - REFERENCES

List three (3) clients served in the past five (5) years for which the bidding firm provided similar services. List the most recent first. References should provide evidence that Contractor provides similar services as stated in SOW, Exhibit A.

REFERENCE 1

Name of Firm

Street Address City State Zip Code

Contact Person Telephone Number

Email Address

Dates of Service Value or Cost of Service

Brief Description of Service Provided

REFERENCE 2

Street Address City State Zip Code

Contact Person Telephone Number

Email Address

REFERENCE 3

Street Address City State Zip Code

Contact Person Telephone Number

Email Address

ATTACHMENT 9 - CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION (if applicable)

The California Civil Rights Laws Certification is located at the following link:

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

ATTACHMENT 10 - TARGET AREA CONTRACT PREFERENCE ACT

A. Proposers may be eligible for additional preferences when their place of business is located within certain economic regions and when they hire individuals living and working within those economic regions. Please access the following links to read information about these economic incentive programs.

Government Code Sections 4530-4535 TACPA Preference Request (STD 830):

http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf

Bidder’s Summary of Contract Activities and Labor Hours (DGS PD 526):

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0526.pdf

Manufacturer’s Summary of Contract Activities and Labor Hours (DGS PD 525):

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0525.pdf http://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?sectionNum=4530.&lawCode=GOV http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0526.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0525.pdf

ATTACHMENT 11 - SAMPLE AGREEMENT

Note to Bidders: The following pages represent a sample of the Agreement that will be awarded, if any, from this IFB. Please review it carefully and present any questions in writing to the contact identified for this IFB.

EXHIBIT A

SCOPE OF WORK

Contractor agrees to provide Substance Abuse Referral Services (SAP) to the Department of Human Resources (CalHR) as described herein:

1. LOCATION

The SAP services shall be performed at designated sites statewide.

2. CONTACT INFORMATION

The contract representatives during the term of this agreement will be:

State Agency Contractor

Name TBE TBD

Program Contact

Phone Number

Email Address

Fax Number:

Address

3. HOURS

Services shall be available, as needed, Monday through Friday, between the hours of 8:00 a.m. and 5:00 p.m

4. BACKGROUND

Pursuant to this contract, (contractor), contractor, elects to provide statewide SAP services to CalHR’s clients (California state agencies) for donors testing positive under state and federally regulated drug and alcohol testing. Terms and conditions of testing are also subject to collective bargaining agreements. SAP services must be provided to employees located throughout the state. Services shall adhere to all federal and state regulations, policies and bargaining unit agreements.

5. DESCRIPTION OF WORK

A. Employee Evaluation and Report to the Employer

1) Within 72 hours of initial call by the employee or a state agency official, conduct an initial (face-to-face) evaluation of the employee to assess their level of use of drugs and/or alcohol, and upon completion of the evaluation, recommend appropriate treatment and/or resources to the employee (consistent with 49 CFR Part 40). Within 72 business hours of meeting with the employee, prepare a written report for the employer indicating the course of action recommended to the employee. Monitor and evaluate the employee’s progress throughout treatment. Prepare a written report for the employer on the employee’s progress in rehabilitation, including a determination if the employee has properly followed the prescribed program. If necessary, the summary will also specify any follow- up testing (including the number of tests required and the duration) required for the employee after the employee has returned to work. This summary shall be provided to the employer within 72 business hours following the evaluation.

2) Except as otherwise agreed to by the state and the contractor, the written report to the employer will be delivered by secure electronic transmission or first-class mail to a designated state representative. Records will be maintained as specified in 49 CFR, Part 40 of the FMCSA, USCG regulations 49 CFR Parts 16 and 4, state regulations or collective bargaining agreements. Contractor will bear all costs of forms, reports, postage, and facsimile services, and, if required, courier services.

a) Definition of a casein initial evaluation of the employee will assess the level of alcohol and/or drug use. If required, recommendation or referral to an appropriate treatment program. Monitor and evaluate the employee’s participation in, and up to, their completion of treatment and/or return to work.

b) Prior to the employee returning to work, he/she shall be reevaluated, and the SAP will provide a written report to the employer as to the status of the employee’s participation in treatment. The report will indicate the number and duration of follow-up tests required by the employee should that employee be returned to work.

c) If requested by an employer, the SAP will provide an “early return to work” evaluation on the non-regulated employee. This is an optional component and is not included in the definition of a case as defined above.

d) If an employee tests positive on a follow-up test, a subsequent random or any other test, and is referred to the SAP for a subsequent evaluation, the evaluation will be considered a new case.

B. Confidentiality of Evaluations/Reports

Contractor agrees to maintain all necessary safeguards, records, and controls relative to the handling and processing of employee test results, inclusive of any information relating to the employee’s evaluation by the SAP. Release of information regarding an employee’s evaluation shall be provided as specified by state and/or federal confidentiality laws regarding disclosure of medical records, and in compliance with confidentiality requirements specified under Exhibit E, Attachment 1. The state reserves the right to conduct on-site inspections of contractor’s facilities.

C. Monthly Summary Reports

1) Contract Units and Prices

Contract charges will be listed per “evaluation fee” and “expert testimony fee (per hour).” Travel and per diem will be paid per established state rates.

2) Court Testimony

If required by the state, the contractor or its qualified representative agrees to attend appeal hearings or court hearings and provide expert testimony concerning the methods used, reliability, and results of specific analyses. The cost paid the state department to provide this service is specified in Exhibit B, Attachment 1. The department will pay:

a) Fees for the services of an expert to provide consultation and/or testimony for such appeal or court hearing; and

b) The actual cost of transportation (e.g., plane fare, taxi fare, parking, etc.) to such appeal hearing or court appearance and per diem not to exceed the rate paid to the state’s excluded employees. If a privately-owned or company automobile is used for such travel, contractor shall be reimbursed at the rate of 56 cents per mile or equal to the current State of California Reimbursement Rate. The maximum per diem rate (including meals and lodging) allowed is based on the state rate outlined in Exhibit D.

This rate may be subject to increase during the contract period.

6. PERFORMANCE GUARANTEES

The contract agrees to provide the following performance guarantees:

A. Contract implementation and fully operational by July 1, 2025.

B. Receipt of final contract within two weeks of final draft being provided to the contractor.

C. All services, supplies and protocols delivered by contract implementation date.

D. Services must comply with federal and state regulations, and any applicable MOUs. In the event of a discrepancy, regulations and/or MOUs shall prevail.

E. CalHR may survey client agencies to determine customer satisfaction. Satisfactory service to the state shall include responding to all service complaints with 24-hours.

7. AMENDMENTS

CalHR may elect to amend this contract at its discretion for up to two (2) additional one (1) year terms and/or additional funding, with mutual consent of the contractor. Amendments shall only be valid once signed and approved by the appropriate parties. No verbal agreements shall be binding.

8. CONTRACT TERMINATION

The state reserves the right to terminate the contract for any reason by giving the contractor thirty

(30) days written notice of the effective date of such termination. The contractor has the right to terminate the contract for cause within 180 days of written notice to the state, with notice signed by the contractor designee for the proposer and stating the reasons for termination.

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

1. INVOICING AND PAYMENT

Contractor shall submit three (3) copies of the invoice to the State only after receiving verbal or written notice of satisfactory completion or acceptance of work by the CalHR Contract Manager. The State will not accept an invoice for work that has not been approved and will return the invoice as a disputed invoice to the Contractor.

Invoices shall be submitted monthly bearing the contract number. Small business contractors must identify their certified small business status on the invoice.

Contractor must submit three (3) copies of each invoice to the following address in order to expedite approval and payment:

CALHR Accounting Office Contracts Payable Unit

1515 S Street, North Building, Room 500 Sacramento, California 95811

Or: AccountsPayable@calhr.ca.gov

Undisputed invoices shall be paid within forty-five (45) days of the date received by the CALHR Accounting Office.

2. BUDGET CONTINGENCY CLAUSE

It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered under this Agreement does not appropriate sufficient funds for the program, this Agreement shall be of no further force and effect. In this event, the State shall have no liability to pay any funds whatsoever to Contractor or to furnish any other considerations under this Agreement and Contractor shall not be obligated to perform any provisions of this Agreement. If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, the State shall have the option to either: cancel this Agreement with no liability occurring to the State or offer an Agreement Amendment to Contractor to reflect the reduced amount.

3. PROMPT PAYMENT CLAUSE

Payment will be made in accordance with and within the time specified in Government Code, Chapter 4.5 (commencing with Section 927).

mailto:AccountsPayable@calhr.ca.gov

EXHIBIT B ATTACHMENT 1

COST SHEET

Modified Cost Sheet from IFB Attachment 7 will be entered here upon contract award.

EXHIBIT C

GENERAL TERMS AND CONDITIONS

The General Terms and Conditions (GTCs) are hereby incorporated by reference and can be accessed by visiting the following links:

Non-IT Services General Terms and Conditions (Rev.05/2025): Standard Contract Language 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

EXHIBIT D

SPECIAL TERMS AND CONDITIONS FOR

THE DEPARTMENT OF HUMAN RESOURCES

(OVER $5,000 STANDARD PAYABLE )

1. EXCISE TAX:

The State of California is exempt from Federal Excise Taxes, and no payment will be made for any taxes levied on employees' wages.

2. RESOLUTION OF DISPUTES:

In the event of a dispute, Contractor shall file a “Notice of Dispute” with the Director or the Director’s Designee within ten (10) days of discovery of the problem. The State and Contractor shall then attempt to negotiate a resolution of such claim and, if appropriate, process an amendment to implement the terms of any such resolution. If the State and Contractor are unable to resolve the dispute, the decision of the Director or the Director’s Designee shall be final, unless appealed to a court of competent jurisdiction.

A. In the event of a dispute, the language contained within this agreement shall prevail over any other language including that of the bid proposal.

3. AGENCY LIABILITY:

The Contractor warrants by execution of this Agreement, that no person or selling agency has been employed or retained to solicit or secure this Agreement upon agreement or understanding for a commission, percentage, brokerage, or contingent fee, excepting bona fide employees or bona fide established commercial or selling agencies maintained by the Contractor for the purpose of securing business. For breach or violation of this warranty, the State shall, in addition to other remedies provided by law, have the right to annul this Agreement without liability, paying only for the value of the work actually performed, or otherwise recover the full amount of such commission, percentage, brokerage, or contingent fee.

4. POTENTIAL SUBCONTRACTORS:

Nothing contained in this Agreement or otherwise shall create any contractual relation between the State and any subcontractors, and no subcontract shall relieve the Contractor of its responsibilities and obligations hereunder. The Contractor agrees to be as fully responsible to the State for the acts and omissions of its subcontractors and of persons either directly or indirectly employed by any of them as it:

A. Is for the acts and omissions of persons directly employed by the Contractor. The Contractor's obligation to pay

B. Its subcontractors is an independent obligation from the State’s obligation to make payments to the Contractor.

C. As a result, the State shall have no obligation to pay or enforce the payment of any moneys to any subcontractor.

5. SUBCONTRACTING:

The Contractor is responsible for any work it subcontracts. Subcontracts must include all applicable terms and conditions of this Agreement. Any subcontractors, outside associates, or consultants required by the Contractor in connection with the services covered by this Agreement shall be limited to such individuals or firms as were specifically identified in the bid or agreed to during negotiations for this Agreement, or as are specifically authorized by the Contract Manager during the performance of this Agreement. Any substitutions in, or additions to, such subcontractors, associates or consultants shall be subject to the prior written approval of the Contract Manager. Contractor warrants, represents and agrees that it and its subcontractors, employees and representatives shall at all times comply with all applicable laws, codes, rules and regulations in the performance of this Agreement. Should State determine that the work performed by a subcontractor is substantially unsatisfactory and is not in substantial accordance with the contract terms and conditions, or that the subcontractor is substantially delaying or disrupting the process of work, State may request substitution of the subcontractor.

6. RENEWAL OF CCC:

Contractor shall renew the Contractor Certification Clauses or successor documents every three (3) years or as changes occur, whichever occurs sooner.

7. TERMINATION CLAUSE:

The State may terminate this contract without cause upon thirty (30) days advance written notice. The Contractor shall be reimbursed for all reasonable expenses incurred up to the date of termination.

8. COMPUTER SOFTWARE:

For contracts in which software usage is an essential element of performance under this Agreement, the Contractor certifies that it has appropriate systems and controls in place to ensure that state funds will not be used in the performance of this contract for the acquisition, operation or maintenance of computer software in violation of copyright laws.

9. EQUIPMENT RENTAL AGREEMENTS:

This provision shall apply to equipment rental agreements. The State shall not be responsible for loss or damage to the rented equipment arising from causes beyond the control of the State. The State's responsibility for repairs and liability for damage or loss to such equipment is restricted to that made necessary or resulting from the negligent act or omission of the State or its officers, employees, or agents.

10. CONTRACTOR COOPERATION DURING INVESTIGATION:

The Contractor agrees to cooperate fully in any investigation conducted by or for CALHR regarding unsatisfactory work or allegedly unlawful conduct by CALHR employees or CALHR contractors. The word “cooperate” includes but is not limited to, in a timely manner, making the Contractor’s staff available for interview and the Contractor’s records and documents available for review.

11. CONFLICT OF INTEREST:

A. CURRENT AND FORMER STATE EMPLOYEES:

The Contractor should be aware of the following provisions regarding current or former state employees. If the Contractor has any questions on the status of any person rendering services or involved with the contract, the awarding agency must be contacted immediately for clarification.

1) Current State Employees: (PCC §10410)

a) No officer or employee shall engage in any employment, activity or enterprise from which the officer or employee receives compensation or has a financial interest and which is sponsored or funded by any state agency, unless the employment, activity, or enterprise is required as a condition of regular state employment.

b) No officer or employee shall contract on his or her own behalf as an independent contractor with any state agency to provide goods or services.

B. FORMER STATE EMPLOYEES: (PCC §10411)

a) For the two (2) year period from the date he or she left state employment, no former state officer or employee may enter into a contract in which he or she engaged in any of the negotiations, transactions, planning, arrangements or any part of the decision-making process relevant to the contract while employed in any capacity by any state agency.

b) For the twelve (12) month period from the date he or…