Procurement Division, One Time Acquisitions | State of California | California Government Operations Agency 707 Third Street, 2nd Floor | West Sacramento, CA 95605 | (916) 376-5000 | www.dgs.ca.gov

Governor Gavin Newsom

STATE OF CALIFORNIA

DEPARTMENT OF GENERAL SERVICES – PROCUREMENT DIVISION

INVITATION FOR BID (IFB)

ELECTRONIC VERIFICATION SERVICES

EVENT ID 39586

July 3, 2026

BIDS ARE DUE BY: July 17, 2026, at 10:00 AM PT

RETURN BID TO:

OTA@dgs.ca.gov mailto:OTA@dgs.ca.gov

Department of General Services Electronic Verification Services Procurement Division IFB 39586, Page 2 of 15

A. Agreement Cover Letter And Contract Provisions B. Cost Worksheet C. Narrative Response D. Bidder Minimum Qualifications E. Secretary Of State F. Declaration Forms G. Payee Data Record H. Darfur Contracting Act I. California Civil Rights Laws Certification J. Iran Contracting Act K. Generative Artificial Intelligence (GenAI)

A. Disabled Veteran Business Enterprise (DVBE) Program Requirements B. Small Business Preference C. Small Business Nonprofit Veteran Services Agencies (SB/NVSA) D. Non-Small Business Subcontractor Preference E. Target Area Contract Preference Act (TACPA) Preference F. SB/DVBE Reporting Requirements G. DVBE Subcontractor Substitution

Procurement Division IFB 39586, Page 3 of 15

Scope

This Invitation for Bid (IFB) is a One Time Acquisition conducted by the State of California, Department of General Services, Procurement Division (DGS-PD) to cover the requirements of the California Department of Public Health (CDPH) for Electronic Verification Services.

Key Action Dates

Adherence to the following schedule of dates and times is required. If the State finds it necessary to change any of these dates, it will be accomplished via addendum.

KEY ACTION DATE & TIME

Release of IFB (Event ID# 39586) July 3, 2026 Last Day to Submit Questions July 10, 2026 (10:00 A.M., PT) Bid Due Date July 17, 2026 (10:00 A.M., PT) Public Bid Reading July 17, 2026 (10:30 A.M., PT)

Bidder Instructions

The Bidder Instructions include the Bidder’s and the State’s rights and responsibilities for the bidding process, unless otherwise specified in this solicitation. Bidder Instructions are located at the following link: Bidder Instructions (rev 11/09/2011).

Method Of Award

Award will be made on an “All or None" basis. The award, if made, will be to the responsive and responsible Bidder with the lowest cost, including all applicable preference and incentive calculations.

In the event of a tie, a coin toss will be a permissible tiebreaker. Such event will be conducted by the procurement official and observed by a state employee as witness.

Sample Agreement Bidders shall comply with Attachment 1 – Sample Agreement, Exhibit A, Statement of Work, and all Exhibits thereafter.

Procurement Official

The Procurement Official shall be the State’s designated authorized representative regarding this procurement. All inquiries and questions must be directed to only this person. Oral communications are discouraged and shall not be binding on the State. Bidders should only rely on written statements issued by the Procurement Official. The Procurement Official contact information for this IFB is listed below:

Procurement Official: Jennifer Maier Telephone: 279-799-4117 Email: jennifer.maier@dgs.ca.gov

Alternative Protest Process

This solicitation/acquisition is being conducted under the provisions of the Alternative Protest Process (Public Contract Code § 12125, et seq.) By submitting a bid or proposal to this solicitation, the bidder consents to participation in the Alternative Protest Process and agrees that all protests of the proposed award shall be resolved by binding arbitration pursuant to the California Code of Regulations, Title 1, Division 2, Chapter 5.

http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/DGSPD%20451.pdf mailto:jennifer.maier@dgs.ca.gov

Procurement Division IFB 39586, Page 4 of 15

A Notice of Intent to Award for this solicitation will be publicly posted on the Department of General Services Procurement Division webpage and sent via email to any bidder who submits a written request for notice and provided an email address. Award Notifications.

During the protest period, any participating bidder may protest the proposed award on the following grounds:

1. For major IT acquisitions – that there was a violation of the solicitation procedure(s), and that the protesting bidder’s bid should have been selected; or

2. For any other acquisition – that the protesting bidder’s bid or proposal should have been selected in accordance with the selection criteria in the solicitation document.

A written Notice of Intent to Protest the proposed award of this solicitation must be received (email or facsimile acceptable) by the Coordinator before the close of business 5 p.m. PST/PDT on the 1st working day after issuing the notice of intent, as specified in the solicitation. Failure to submit a timely, written Notice of Intent to Protest waives bidder’s right to protest.

Bidder is to send the notice of protest to:

Alternative Protest Process Coordinator/Dispute Resolution Department of General Services Procurement Division Purchasing Authority Management Section 707 Third Street, 2nd Floor South West Sacramento, CA 95605 Fax: 916 / 376-6226 Email: PDProtest@dgs.ca.gov

Copies of the protest are to be sent to the Procurement Official listed in section 6.

Within seven (7) working days after the last day to submit a Notice of Intent to Protest, the Coordinator must receive from the protesting bidder the complete protest filing including the signed, written detailed statement of protest including exhibits, filing fee and deposit or small business certification as applicable. Untimely submission of the complete protest filing waives the bidder’s right to protest.

Protest bond requirement: bond amount for this Alternative Protest Process shall be 10percent of the contract amount as specified in the solicitation. See California Code of Regulations, Title 1, § 1418.

Refer to the Bid Protest Regulations website for procedures for conducting protests under the Alternative Protest Process.

Bidder Questions

This IFB addresses all requirements that Bidders must meet to be eligible for consideration. Bidders must carefully read the entire IFB, ask appropriate questions in a timely manner, and make sure all procedures and requirements of the IFB are accurately followed and addressed. If a Bidder discovers any ambiguity, conflict, restrictive specifications, discrepancy, omission, or other errors in https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/Award-Notifications?search=Award%20Notice mailto:PDProtest@dgs.ca.gov https://www.dgs.ca.gov/OAH/Case-Types/General-Jurisdiction/Resources/Page-Content/General-Jurisdiction-Resources-List-Folder/Laws-and-Regulations/Bid-Protest-Regulations

Procurement Division IFB 39586, Page 5 of 15 the IFB, the Bidder shall immediately notify the Procurement Official of such error, in writing, and request clarification or modification of the document.

All questions, comments, and concerns should be immediately directed in writing to the Procurement Official by email no later than the date and time indicated in Section 2, Key Action Dates. All questions and/or concerns shall be directed to the Procurement Official listed above.

Answers to all questions will be posted via a Question-and-Answer Set.

Addenda If the solicitation is revised by an addendum, Bidder is required to meet all requirements of the most current addendum, including using any updated forms.

The IFB document is not required to be submitted with the bid. This language supersedes GSPD- 451, Bidder Instructions (rev 11/09/2011) section 3.b., Solicitation Addendum (Addenda).

Designation Of Requirements The State has established certain requirements with respect to bids to be submitted by prospective contractors. The use of “must,” “shall” or “will” (except to indicate simple futurity) in the IFB indicates a requirement or condition that is mandatory. A deviation, if not material, may be waived by the State. 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 Contractor, or on the cost to the State. Material deviations cannot be waived.

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.

Additional Terms And Conditions The State objects to and will not evaluate or consider any additional terms or conditions submitted by a bidder. This applies to any language appearing in documents attached as part of the bidder’s response. In signing and submitting the Agreement Cover Letter, the bidder agrees that any additional terms and conditions whether submitted intentionally or inadvertently, shall have no force or effect. Bids with terms and conditions attached may be subject to rejection.

Responsible Bidder DGS may require Bidders to submit evidence of their qualifications. This includes, but is not limited to, the necessary number of personnel with the skills required, equipment of appropriate type and sufficient quantity, financial resources sufficient to complete performance under the agreement, and experience in similar endeavors. If such information is required, the Bidder will be notified to submit the required information. If the State determines the Bidder is not responsible, the bid will be rejected.

Bid Submittal Instructions Bids must be received by the bid due date and time in Section 2, Key Action Dates. Bids received after this date and time will not be considered.

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

Procurement Division IFB 39586, Page 6 of 15

• Email bids to OTA@dgs.ca.gov

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

Email should clearly identify in the Subject Line: Bid Response for BU 4265, Event ID 39586 <Company Name>

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

Emails should not exceed 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 10 MB. Multiple emails should be identified as follows: 1 of 3, 2 of 3, 3 of 3, etc. Links to files stored on the Internet (e.g., Google Drive, Dropbox, etc.) in lieu of attachments are not acceptable, and any documents stored at such links will not be retrieved

Hard copy and faxed bids will not be accepted for this solicitation.

State’s Own Bid Documents/Solicitation Only bids quoted on the State's own bid documents will be considered. Documents include all forms and attachments required to be submitted. Alteration of the State’s documents may result in rejection of the bid. Bids submitted referring to supplier attachments which include terms and conditions that conflict with the State's complete solicitation shall be considered non-responsive and such bids shall be rejected.

Bid Submission Requirements Bid submission items are included as part of this IFB or are included electronically by link. If Bidder is unable to download an electronic document, contact the procurement official to request the document.

A. Agreement Cover Letter And Contract Provisions

All Bidders must complete the Agreement Cover Letter and include it with the bid. The Agreement Cover Letter (which shall be considered an integral part of the bid) shall be signed by an individual who is authorized to bind the bidding firm contractually. An unsigned Agreement Cover Letter shall cause the bid to be rejected.

By signing the Agreement Cover Letter and submitting a bid, Bidder is agreeing to accept all of the terms and conditions of the general provisions (as indicated below) without addition or modification and to comply with all applicable statutes, rules, regulations, and orders of the United States and the State of California. All general provisions can be found at Required Language for Solicitations and Contracts.

Information Technology General Provisions Cloud Computing Services DGS PD 402-ITGP Cloud (Rev. 02/20/2025)

B. Cost Worksheet Attachment 2 – Cost Worksheet contains the cost sheet(s) Bidders shall use to enter pricing for the solicitation. In order to be considered for award, all line items in Attachment 2 – Cost Worksheet must be bid. All dollar figures must be entered to no more than two (2) decimal places (e.g., $150.00). Upon award, the Bidder’s proposed fees on Attachment 2 – Cost Worksheet will be shown as Exhibit B-1, Cost Worksheet, under the resultant contract.

mailto:OTA@dgs.ca.gov file:///C:%5CUsers%5CJMaier%5CDesktop%5CJen%20TEMPLATES%5COTA%5Cfinal%5C1.%20GenAI%20Technology%20Use%20&%20Reporting:%20During%20the%20term%20of%20the%20contract,%20Contractor%20must%20notify%20the%20State%20in%20writing%20if%20their%20services%20or%20any%20work%20under%20this%20contract%20includes,%20or%20makes%20available,%20any%20previously%20unreported%20GenAI%20technology,%20including%20GenAI%20from%20third%20parties%20or%20subcontractors.%20Contractor%20shall%20immediately%20complete%20the%20GenAI%20Reporting%20and%20Factsheet%20(STD%201000)%20to%20notify%20the%20State%20of%20any%20new%20or%20previously%20unreported%20GenAI%20technology.%20At%20the%20direction%20of%20the%20State,%20Contractor%20shall%20discontinue%20the%20use%20of%20any%20new%20or%20previously%20undisclosed%20GenAI%20technology%20that%20materially%20impacts%20functionality,%20risk%20or%20contract%20performance,%20until%20use%20of%20such%20GenAI%20technology%20has%20been%20approved%20by%20the%20State.

file:///C:%5CUsers%5CJMaier%5CDesktop%5CJen%20TEMPLATES%5COTA%5Cfinal%5C1.%20GenAI%20Technology%20Use%20&%20Reporting:%20During%20the%20term%20of%20the%20contract,%20Contractor%20must%20notify%20the%20State%20in%20writing%20if%20their%20services%20or%20any%20work%20under%20this%20contract%20includes,%20or%20makes%20available,%20any%20previously%20unreported%20GenAI%20technology,%20including%20GenAI%20from%20third%20parties%20or%20subcontractors.%20Contractor%20shall%20immediately%20complete%20the%20GenAI%20Reporting%20and%20Factsheet%20(STD%201000)%20to%20notify%20the%20State%20of%20any%20new%20or%20previously%20unreported%20GenAI%20technology.%20At%20the%20direction%20of%20the%20State,%20Contractor%20shall%20discontinue%20the%20use%20of%20any%20new%20or%20previously%20undisclosed%20GenAI%20technology%20that%20materially%20impacts%20functionality,%20risk%20or%20contract%20performance,%20until%20use%20of%20such%20GenAI%20technology%20has%20been%20approved%20by%20the%20State.

https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-Cloud-DGS-PD-402ITGP-Revised-02202025.pdf

Procurement Division IFB 39586, Page 7 of 15

Bidders are required to provide the following proposed product information for each line item on the Cost Worksheet:

• Contractor Fee (Contractor fee charged to applicant)

Prices quoted shall be all inclusive. Only the prices submitted in the bid response shall be included in the awarded contract. No other fees can be charged to the customer.

Attachment 2 – Cost Worksheet must be filled out completely for each line-item or the bid may be rejected. Yellow input cells are mandatory and must be completed. Modifying any other cell in any worksheet may disqualify the Bidder.

Bidders shall submit one (1) electronic copy in Microsoft Excel format of the completed Attachment 2 – Cost Worksheet with the emailed bid response.

Failure to submit the Attachment 2 – Cost Worksheet with the bid response shall result in the bid being considered non-responsive. Please refer to the Worksheet Key tab for field definitions and additional completion instructions.

Bidders shall submit one (1) electronic copy in Microsoft Excel format of the completed Attachment 2 - Cost Worksheet with the emailed bid response.

C. Narrative Response

The IFB includes some items that require a narrative response. Those items have been listed on Attachment 3 – Narrative Response. Bidders shall input narrative responses on the attachment only, and only for the items requested. If necessary, Bidders may add pages to the attachment to further explain their response.

Bidders shall not input narrative responses within the IFB document.

D. Bidder Minimum Qualifications Bidder must complete and submit Attachment 4 – Minimum Qualifications Worksheet to demonstrate that the Bidder meets the minimum qualifications required to be a responsive and responsible bidder.

E. Secretary Of State

Bidders are required to provide, if a corporation or limited liability company, their Secretary of State (SOS) certification number on Attachment 3 – Narrative Response.

If applicable, SOS certification must be approved and in “Active” status prior to agreement award.

F. Declaration Forms

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

If a Bidder proposes the use of a subcontractor for a portion of the agreement, the Bidder agrees that all requirements will be adhered to and that requirements will apply to subcontractors. All https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

Procurement Division IFB 39586, Page 8 of 15 subcontractors must comply fully with the administrative and technical requirements that are applicable with the portion of the work being delegated to the subcontractor.

Bidders and any subcontractors who have been certified by California as a DVBE (or who are proposing rental equipment and have obtained the participation of subcontractors certified by California as a DVBE) must also submit a completed Disabled Veteran Business Enterprise Declaration Form DGS PD 843. All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form. The completed form should be included with the response.

G. Payee Data Record

To be awarded this agreement, the Bidder is required to complete, sign, return a Payee Data Record (STD 204) with their bid response or within five (5) days of request from the State.

H. Darfur Contracting Act

Public Contract Code §§ 10475 -10481 applies to any company that currently or within the previous three (3) years has had business activities or other operations outside of the United States. For such a company to bid on or submit a proposal for a State of California contract, the company must certify that it is either a) not a scrutinized company; or b) a scrutinized company that has been granted permission by the DGS to submit a proposal.

A scrutinized company is a company doing business in Sudan as defined in Public Contract Code § 10476. Scrutinized companies are ineligible to, and cannot, bid on or submit a proposal for a contract with a State agency for goods or services (Public Contract Code § 10477(a)), unless written permission from the Director of DGS to bid on this procurement has been granted (Public Contract Code § 10477(b)).

Bidder is required to submit a completed Darfur Contracting Act form with bid response or within five (5) day upon request of the State, if their company currently or within the previous three (3) years has had business activities or other operations outside of the United States. The Darfur Contracting Act form should be submitted with the bid response. If this document is not included in the bid response, Bidder shall provide it within five (5) days after request from the State.

Failure to submit required information may result in the bid being considered non-responsive.

If a Bidder has not conducted business outside of the United States in the last three (3) years, this section does not apply. Bidders shall submit their response on Attachment 3 - Narrative Response.

I. California Civil Rights Laws Certification

Pursuant to PCC § 2010, any Bidder entering into or renewing an agreement over $100,000 on or after January 1, 2017, shall certify all the following:

A. That they comply with the Unruh Civil Rights Act (§ 51 of the Civil Code).

B. That they comply with the California Fair Employment and Housing Act (FEHA) (Chapter 7

(commencing with § 12960) of Part 2.8 of Division 3 of Title 2 of the Government Code).

C. (1) That any policy that they have against any sovereign nation or peoples recognized by the government of the United States, including, but not limited to, the nation and people of Israel, is not used to discriminate in violation of the Unruh Civil Rights Act (§ 51 of the Civil Code) or the FEHA (Chapter 7 (commencing with § 12960) of Part 2.8 of Division 3 of Title 2 of the Government Code).

http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.dgs.ca.gov/-/media/CBAFDC111B6C43B09496B8391E11F394.ashx

Procurement Division IFB 39586, Page 9 of 15

(2) Any policy adopted by a person or actions taken thereunder that are reasonably necessary to comply with federal or state sanctions or laws affecting sovereign nations, or their nationals shall not be construed as unlawful discrimination in violation of the Unruh Civil Rights Act (§ 51 of the Civil Code) or the FEHA (Chapter 7 (commencing with § 12960) of Part 2.8 of Division 3 of Title 2 of the Government Code.

Bidders are required to submit the California Civil Rights Laws Certification form with the bid response. Failure to submit this form may result in the bid being considered non-responsive.

J. Iran Contracting Act

Bidder must either a) certify it is not on the current list of persons engaged in investment activities in Iran created by DGS pursuant to PCC 2203(b) and is not a financial institution extending $20 million or more in credit to another person/vendor, for 45 days or more, if that other person/vendor will use the credit to provide goods or services in the energy sector in Iran and is identified on the current list of person engaged in investment activities in Iran created by DGS;

or b) demonstrate it has been exempted from the certification requirement pursuant to PCC section 2203(c) or (d).

The DGS list of entities prohibited from contracting with public entities in California in accordance with the Iranian Contracting Act, 2010, can be found at DGS Iran Contracting Act Ineligibility List

Bidder shall submit their response on Attachment 3 – Narrative Response. Failure to submit a response will result in the bid being considered non-responsive.

K. Generative Artificial Intelligence (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.

Bidder shall provide the above notifications by completing the GenAI portion in Attachment 3 – Narrative Response. Failure to report GenAI to the State may result in disqualification.

http://www.documents.dgs.ca.gov/dgs/fmc/dgs/ols004.pdf https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses#@ViewBag.JumpTo https://www.dgs.ca.gov/Resources/SAM/TOC/4900/4986-2 https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=GOV&sectionNum=11549.64.&highlight=true&keyword=Generative%20Artificial%20Intelligence

Procurement Division IFB 39586, Page 10 of 15

Socioeconomic Preference and Incentive Programs This solicitation may include the following socioeconomic programs:

• Disabled Veteran Business Enterprise (DVBE) Program Requirements and Incentive o Refer to the California DVBE Program Requirements – For Goods and Information Technology (1/2022) for detailed requirements and instructions for the DVBE program.

• Small Business Preference

• Small Business Nonprofit Veteran Services Agencies (SB/NVSA)

• Non-Small Business Subcontractor Preference

• Target Area Contract Preference Act (TACPA) Preference

Preference and Incentive Programs are identified below. When the Bidder satisfies the requirements and requests bid preferences and/or incentives, the Bidder must clearly identify which programs it qualifies for in Attachment 3 – Narrative Response. To be considered responsive to the bid preference and/or incentives, the Bidder Declaration Form GSPD-05-105, and for DVBE, the DVBE Declaration Form DGS PD 843, must be submitted with bid response.

The total amount of Preferences and Incentives a bidder can receive is 15 percent of the lowest net bid amount or $100,000.00, whichever is less for low bid.

A. Disabled Veteran Business Enterprise (DVBE) Program Requirements

This solicitation does not require a minimum DVBE participation percentage. The DVBE participation requirement and DVBE Incentive have been waived.

B. Small Business Preference

The following information shall apply to both Small Businesses (SBs) and Microbusinesses (MBs)

A 5 percent bid preference is available to Bidders certified as a small business in accordance with Government Code (GC) § 14835 et seq. Bidders claiming the small business preference must be certified by California as a small business. Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Services (OSDS) no later than 5:00 p.m. PT on the bid due date, and the OSDS must be able to approve the application as submitted. The Small Business regulations concerning the application and calculation of the small business preference, small business certification, responsibilities of small business, department certification, and appeals can be viewed in the California Code of Regulations (Title 2, Division 2, Chapter 3, Subchapter 8, § 1896 et seq.).

C. Small Business Nonprofit Veteran Services Agencies (SB/NVSA)

SB/NVSA prime Bidders meeting requirements specified in the MVC § 999.50 et seq. and obtaining a California certification as a small business are eligible for the 5percent small business preference. SB/NVSAs claiming the small business preference must possess certification by California prior to the day and time bids are due. Questions regarding certification should be directed to the OSDS at (916) 375-4940.

D. Non-Small Business Subcontractor Preference A 5 percent bid preference is available to a non-small business claiming 25 percent California Certified small business subcontractor participation.

https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/DVBE/DVBEIncentiveRequireGoodIT.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/DVBE/DVBEIncentiveRequireGoodIT.pdf https://govt.westlaw.com/calregs/Browse/Home/California/CaliforniaCodeofRegulations?guid=IABE101D0D49111DEBC02831C6D6C108E&originationContext=documenttoc&transitionType=Default&contextData=(sc.Default) https://govt.westlaw.com/calregs/Browse/Home/California/CaliforniaCodeofRegulations?guid=IABE101D0D49111DEBC02831C6D6C108E&originationContext=documenttoc&transitionType=Default&contextData=(sc.Default)

Procurement Division IFB 39586, Page 11 of 15

E. Target Area Contract Preference Act (TACPA) Preference This solicitation provides for the optional TACPA preference. Bidders are not required to apply for this preference. Denial of the TACPA preference request is not a basis for rejection of the bid.

The TACPA workplace and workforce preferences will be evaluated for this solicitation.

California-based companies seeking TACPA preferences will need to complete and submit preference request forms with the bid/offer. Refer to the Request Target Area Contract Preference webpage for required preference request forms and an interactive map to determine if a business is located within a TACPA qualified zone.

By submitting TACPA forms, a bidder given a TACPA preference agrees to the TACPA contract provisions required by GC § 4535 and provided in § 1896.40 of Title 2 of the California Code of Regulations (CCR) in addition to requirements specified on the TACPA form STD 830.

The resulting contract, if awarded, where TACPA applies, will include by reference, the provisions specified in § 2 CCR 1896.40. The State reserves the right to verify, validate, and clarify all information contained in the TACPA application.

Any questions regarding the TACPA preference should be directed to TACPA@dgs.ca.gov.

F. SB/DVBE Reporting Requirements

If, for this Contract, Contractor made a commitment to achieve SB participation, the State requires Contractor, upon completion of this Contract, (or within such other period as may be specified elsewhere in the Contract) to report the actual percentage of SB participation that was achieved.

(GC § 14841).

If, for this Contract, Contractor made a commitment to achieve the DVBE participation goal, then, pursuant to MVC § 999.5, subdivision (d), upon completion of the Contract, the State requires Contractor to certify using Prime Contractor’s Certification – DVBE Subcontractor Report

(STD817).

Until Contractor complies with the DVBE reporting requirement above, the State will withhold $10,000 from the final payment, or the full final payment if less than $10,000. Refer to Section 19, “Small Business (SB) Participation & Disabled Veteran Business Enterprise (DVBE) Participation Reporting Requirements” of the general provisions applicable to this solicitation for specific regulatory requirements.

G. DVBE Subcontractor Substitution The Bidder understands and agrees that should award of this contract be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid offer, per MCV § 999.5 (e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the DGS-PD. Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by contract amendment. Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in MVC § 999.9; Public Contract Code (PCC) § 10115.10.

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Request-Target-Area-Contract-Preference#:%7E:text=Any%20vendor%20whose%20bid%20is,located%20in%20the%20qualified%20zone.

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Request-Target-Area-Contract-Preference#:%7E:text=Any%20vendor%20whose%20bid%20is,located%20in%20the%20qualified%20zone.

mailto:TACPA@dgs.ca.gov https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std817.pdf

Procurement Division IFB 39586, Page 12 of 15

Commercially Useful Function (CUF) Suppliers, whether the Bidder or a subcontractor, who have a California certification for one (1) or more of the socio-economic programs (i.e., small business or DVBE), must perform a Commercially Useful Function (CUF) in the resulting contract. CUF is defined in the MVC § 999(b)(5)(B) for DVBEs and in the GC § 14837(d)(4)(A) for small business as consisting of all the following:

• Responsibility for the execution of a distinct element of the work

• Actually performing, managing, or supervising the work

• Performing work that is normal for its business services and functions

• Not further subcontracting work that is greater than that expected by normal industry standards

• Responsible, with respect to any products, inventories, materials, and supplies required for the contract, for negotiating price, determining quality and quantity, ordering, installing (if applicable), and making payment

Bidders claiming participation in one or more of the socioeconomic programs will have their submissions evaluated by the state in compliance with CUF regulations. At the State’s option, Bidders may be required to submit additional written clarifying information regarding CUF. Failure to submit the requested written information, as specified, may be grounds for rejection of the bid.

Bid Response List Bidders shall include the following documents and attachments as required in the IFB. Documents should be provided in the same order as listed below. Document links are shown below when not attached to the solicitation.

Required with Bid Response Checklist

Description Section Agreement Cover Letter 15 Attachment 2 – Cost Worksheet 15 Attachment 3 – Narrative Response 15 Attachment 4 – Minimum Qualifications Worksheet 15 Bidder Declaration Form (GSPD-05-105) 15 California Civil Rights Laws Certification form 15

Requested with Bid Response, required within five (5) working days after notification from the State, before award Description Section

Payee Data Record (STD 204) 15 Darfur Contracting Act 15

Required with the Bid Response only if the Bidder and/or subcontractor is a certified SB/DVBE and/or Bidder is claiming a preference or incentive Description Section

Disabled Veteran Business Enterprise Declaration Form DGS PD 843 16 Target Area Contract Preference Act (TACPA), request form (Std. 830) 16 Bidder’s Summary, form (DGS PD 526) for goods and services. 16 https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf http://www.documents.dgs.ca.gov/dgs/fmc/dgs/ols004.pdf https://www.dgs.ca.gov/-/media/6E5A30EF583B48CF85DEDAB178FDFC42.ashx https://www.dgs.ca.gov/-/media/divisions/pd/acquisitions/solicitation%20document%20attachments/darfur%20contracting%20act.pdf http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0526.pdf

Procurement Division IFB 39586, Page 13 of 15

Do not submit this IFB document with bid.

The State makes no warranty that the response list is a full and comprehensive listing of every requirement specified in the IFB. Checking off the items on the list does not establish the Bidder’s intent nor does it constitute responsiveness to the requirements. The list is only a tool to assist participating Bidders in compiling their bid response and does not establish intent nor does it constitute responsiveness to the requirements. 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.

Tax Delinquency Pursuant to the Public Contract Code § 10295.4, prior to executing any State agreement or renewal for goods or services, the contracting department must verify that the Bidder in not on either of the prohibited lists below. If Bidder is on either list, they will be ineligible for agreement award.

FTB Top 500 Delinquent Taxpayers CDTFA Top 500 Sales & Use Tax Delinquencies in California

Validation Of Requirements The State will check each bid detail to determine its compliance with the bid requirements. If a bid fails to meet bid requirements, the State will determine whether the deviation is material. A material deviation will be cause for rejection of the bid. An immaterial deviation will be examined to determine if the deviation will be accepted. If accepted, the bid will be processed as if no deviation had occurred.

Clarifying Information During the evaluation and selection process, the State may ask the Bidder to clarify conflicting information in their bid response when compliance to the solicitation requirements cannot be determined. Clarifications provided by the Bidder may not change the original bid submission.

Missing or non-compliant bid response information is not grounds for the State to request clarification. Clarification will not be requested if the Bidder has been deemed non-compliant to other mandatory requirements. It is the responsibility of the Bidder to submit a complete, legible, and comprehensible bid.

Failure to submit the requested written information within the timeframe provided by the State will be grounds for bid rejection.

Errors In Bids An error in the Bid may cause the rejection of that bid; however, the State may at its sole option retain the bid and make certain corrections. To determine if a correction is appropriate, the State will consider the conformance of the bid the IFB requirements.

If the Bidder's intent is clearly established, the State may at its sole option correct an error based on that established intent. The State may correct obvious clerical errors, arithmetic errors, and discrepancies. If necessary, the cost extensions and totals will be recalculated if obviously misstated. The State may correct errors of omission.

If the Bidder’s intent is not clearly established, State will take following actions:

file://YO00FIL001/Common2/Acquisitions/One%20Time%20Acquisitions/IT%20-%20FORMS%20-%20TEMPLATES/FORMS/RFQ-IFB-RFO%20TEMPLATES/Use%20for%20EMAIL%20Responses/FTB%20Top%20500%20Delinquent%20Taxpayers https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm

Procurement Division IFB 39586, Page 14 of 15

1. If cost for a line item is omitted from Cost Worksheet, it will be interpreted to mean that it will be provided by the Bidder at no cost.

2. If any line item is omitted and is essential for satisfactory performance, it will be interpreted to mean that it will be provided at no cost.

Where applicable, recalculations, as applied in accordance with this section, result in significant changes in the amount of money to be paid to the Bidder (if awarded the contract), the Bidder will be given the opportunity to promptly establish the grounds justifying relief from its bid.

Bidders should carefully review the cost elements since they will not have the option to correct errors after the date and time for submission of the Bid.

Drafts If the State determines that bids from all Bidders contain material deviations, the State may declare the bids to be draft bids. If bids are declared drafts, the State will issue an addendum to the solicitation document and confidential discussions may be held with the Bidders who wish to continue in the bidding process. Notifying the Bidder of defects is intended to minimize the risk that the final bids will be deemed non-compliant; however, the State will not provide any warranty that all defects in the draft bids have been detected. Notification of defects in the draft bid will not preclude rejection of the final bid, if undiscovered defects contained in the declared draft bid are later found in the final bid. Oral statements made by either party during confidential discussions shall not be binding.

Negotiations The State may elect to enter into negotiations pursuant to Public Contract Code §6611 if conditions exist. Should the State elect to negotiate, the process shall be described in writing and provided to the parties involved prior to commencement of negotiations.

Public Bid Readings All bids received by the due date and time will be opened and read at a public bid reading. Bid readings will be conducted through Microsoft Teams. All participating Bidders and interested parties may attend by using the Microsoft Teams access information below:

Microsoft Teams Meeting Link Call in: 916-245-8850 Conference ID: 364 521 534#

The cost opening will begin at the time and date indication in Section 2, Key Action Dates.

Participants are encouraged to call in on time to be admitted.

State Financial Marketplace The State reserves the right to select the form of payment for all procurements, be it either an outright purchase with payment rendered directly by the State, or a financing purchase (using GS $Mart), or operating lease (using Lease $Mart) through the State Financial Marketplace (GS $Mart and/or Lease $Mart). If payment is done through the financial marketplace, the Contractor will invoice the State and the State will approve the invoice and the selected Lender/Lessor will pay the Contractor on behalf of the State for all product listed on the State's procurement document.

https://teams.microsoft.com/meet/231445738961566?p=89CiwP0kY6XLlqX606

Procurement Division IFB 39586, Page 15 of 15

Attachments The following list identifies the applicable Attachments for this solicitation:

• Agreement Cover Letter

• Attachment 1 – Sample Agreement o Exhibit A – Statement of Work o Exhibit A, Attachment 1 – Electronic Application Technical Requirements o Exhibit B – Budget Detail and Payment Provisions o Exhibit B-1 – Cost Worksheet o Exhibit C – Information Technology General Provisions o Exhibit D – Special Terms and Conditions o Exhibit E – Additional Provisions o Exhibit F – Information Privacy and Security Requirements o Exhibit F, Attachment 1 – Contractor Data Security Standards

• Attachment 2 – Cost Worksheet

• Attachment 3 – Narrative Response

• Attachment 4 – Minimum Qualifications Worksheet

End of Document

Procurement Division, One Time Acquisitions | State of California | California Government Operations Agency 707 Third Street, 2nd Floor | West Sacramento, CA 95605 | (916) 376-5000 | www.dgs.ca.gov

Governor Gavin Newsom

Agreement Cover Letter

By signing below, with inclusion of the date of signature, the Bidder declares that the undersigned complies with the requirements of the solicitation and that the information set forth within is true and correct. This document must be signed and returned along with the entire IFB response. An electronic signature is acceptable. An unsigned cover letter will be cause for bid rejection.

A. The signatory to this letter is authorized to bind the respondent company contractually.

B. We have carefully read and will comply with all solicitation requirements.

C. We commit to all terms and conditions as required by the solicitation.

IFB EVENT ID #: 39586

Respondent Company Name:

SB/DVBE Certification #:

(if applicable)

Address:

City, State & Zip Code:

Telephone Number:

Email:

Print Name:

Title:

Signature:

Date:

2. The term of this Agreement is:

SAMPLE

SAMPLE

IFB 39586

Attachment 1, Sample Agreement

Exhibit A, Page 1 of 7

EXHIBIT A – STATEMENT OF WORK

1. Service Overview

[To be determined contractor] (Contractor), agrees to provide to the California Department of Public Health (CDPH) vital records application processing, fee collection, and identity verification services pursuant to California Health and Safety Code (HSC) §103526.

Contractor shall support the timely processing of requests for both Certified Authorized Copies and Informational Copies of birth, death, and marriage records (vital records) for an approximate 10,000 to 20,000 applicant requests per month.

Pursuant to HSC § 103526 (a)(3)(A), the Contractor shall provide timely electronic verification of identity for Certified Authorized vital records requests using Multilayered Remote Identity Proofing Process (MRIPP) methodology to verify the identity of an applicant and transmit a verified Data File to the CDPH via Contractor’s Secure File Transfer Protocol (SFTP) in compliance with Exhibit A, Attachment 1.

2. Background and Program Overview

CDPH, Vital Records Issuance Branch (VRIB), is responsible for issuing Certified Authorized and Informational Copies of birth, death, and marriage records pursuant to applicable provisions of the California HSC.

HSC § 103526 authorizes CDPH to accept an electronic verification of identity from a third-party service provider utilizing a MRIPP that complies with statutory requirements and National Institute of Standards and Technology (NIST) Special Publication 800-63A Identity Assurance Level 2 (IAL2).

3. Scope of Services

Contractor shall:

A. Provide and maintain an applicant-facing electronic portal, website, or other CDPH-approved electronic interface through which applicants may initiate the request for Certified Authorized and Informational vital records processing. Contractor shall be solely responsible for the design, operation, maintenance, security, and support of the applicant-facing interface.

B. Establish and maintain a secure electronic repository utilizing SFTP or other CDPH-approved secure transfer method in compliance with Exhibit A, Attachment 1. The Contractor shall place completed Data Files into the designated repository for retrieval by CDPH.

C. Provide identity verification of applicants for Certified Authorized Copies of vital records using a MRIPP that complies with HSC §103526(a)(3)(A) and NIST SP 800- 63A IAL2. Collect all information necessary to process the request.

Exhibit A, Page 2 of 7

D. Provide a mechanism for processing Alternate Method of Verification in accordance with HSC 103526(a)(3)(B), for those applicants whose identity cannot be established through the use of MRIPP.

E. Provide processing services for applicants requesting Informational Copies of vital records.

4. Applicant-Facing Interface Requirements

A. For authorized identity verification processes required under this Agreement, the applicant-facing interface shall:

1. Provide applicants with a clear and accessible method to begin the MRIPP.

2. Provide a payment mechanism to allow applicants to pay the applicable fee.

3. Clearly explain the identity verification process, applicant requirements, privacy practices, and any actions required of the applicant.

4. Collect all information necessary to perform identity verification.

5. Be available twenty-four (24) hours per day, seven (7) days per week, except during scheduled maintenance periods.

6. Comply with all applicable federal and state accessibility requirements, including Section 508 of the Rehabilitation Act and Web Content Accessibility Guidelines (WCAG) 2.1 AA or any successor standard required by the State.

7. Protect applicant information through appropriate administrative, technical, and physical safeguards consistent with the requirements of this Agreement.

8. Clearly identify the Contractor as the provider of the identity verification service and shall not imply that the portal is operated by, or on behalf of, CDPH unless expressly authorized by CDPH.

9. Provide an Alternate Method of Verification

a) Contractor shall establish an alternate method of verification only after MRIPP verification is unsuccessful.

b) In these cases, applicants shall be directed to utilize a local or online service of their choice to obtain a compliant notarized statement sworn under penalty of perjury. Applicants are responsible for any notary fees charged by the external provider. The Contractor shall not charge applicants any additional processing fees due to MRIPP failure. However, If Contractor offers online notarization as a separate, established service, the Contractor may charge the standard notarization fee associated with that service.

c) The applicant-facing interface shall provide applicants with the ability to upload and securely transmit a notarized sworn statement of identity when the

Exhibit A, Page 3 of 7 applicant’s identity cannot be established electronically through MRIPP in accordance with HSC § 103526(a)(3)(B). The Contractor shall incorporate this functionality into its workflow and shall ensure such documents are securely maintained and transmitted in accordance with the requirements of this Agreement.

B. For Informational vital records requests required under this Agreement, the applicant-facing interface shall:

Provide the same features stated above with the exception of the identity verification process. Informational copies of vital records do not require identity verification.

5. Authorized Certified Vital Records Workflow

For Authorized vital records requests, Contractor shall:

A. Receive the applicant’s request through the Contractor’s applicant interface and collect the applicable fees.

B. Applicants requesting an Authorized Copy of a vital record must be an authorized person as specified in HSC § 103526(c).

C. Verify the applicant’s identity using a MRIPP compliant with HSC § 103526(a)(3)(A) and NIST SP 800-63A IAL2. Collect all information necessary to process the request.

D. If identity verification utilizing MRIPP is unsuccessful, verify the applicant’s identity using the Alternate Verification Method as applicable.

E. Transmit a Data File containing verified applicant information to CDPH through the approved secure transmission process.

F. Remit the applicable statutory fee to CDPH.

G. Collect and maintain records required by law and this Agreement.

H. Provide customer service support for all customer inquiries.