IFB_ACUP-16-01.pdf

BUSINESS, CONSUMER SERVICES, AND HOUSING AGENCY • GOVERNOR EDMUND G. BROWN JR.

INVITATION FOR BID # ACUP-16-01

TRANSCRIPTION, TRANSLATION AND ONSITE INTERPRETATION SERVICES

Notice to Prospective Bidders

April 27, 2016

You are invited to review and respond to this Invitation for Bid (IFB) # ACUP-16-01, entitled “Transcription, Translation and Onsite Interpretation Services”. In submitting your bid, you must comply with the instructions found herein.

Note that all agreements entered into with the State of California will include by reference General Terms and Conditions and Contractor Certification Clauses that may be viewed and downloaded at Internet site www.dgs.ca.gov/ols/resources/standardcontractlanguage.aspx. If you do not have Internet access, a hard copy can be provided by contacting the person listed below.

In the opinion of the Department of Consumer Affairs (DCA), California Acupuncture Board (CAB), this Invitation For Bid is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, the contact person for this IFB is:

Celia Reyes Phone: (916) 574-7295 FAX: (916) 574-8658 celia.reyes@dca.ca.gov

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

Celia Reyes Contract Administrator Business Services Office Contracts Unit

Department of Consumer Affairs Business Services Office Contracts Unit 1625 N. Market Boulevard, Suite S-103 Sacramento, CA 95834

P (916) 574-7295 F (916) 574-8658 http://www.dgs.ca.gov/ols/resources/standardcontractlanguage.aspx

DCA, California Acupuncture Board Invitation For Bid # ACUP-16-01

Transcription, Translation and Onsite Interpretation Services

Table of Contents Section Page

A) Purpose and Description of Services

B) Bidder Minimum Qualifications

C) Prohibition on Tax Delinquents

D) Bid Requirements and Information

1) Key Action Dates

2) Submittal of Written Questions

3) Submittal of Bid

4) Loss Leader

5) Evaluation of Bids

6) Award and Protest

7) Disposition of Bid

8) Standard Conditions of Service

E) Preference Programs

1) Small Business Preference

2) Disabled Veteran Business Enterprise Program (DVBE)

3) Target Area Contract Preference Act (TACPA)

F) Darfur Contracting Act of 2008

G) Required Attachments

1) Required Attachment Check List

2) Bid/Bidder Certification Sheet

3) Cost Sheet

4) Bidder References

5) Payee Data Record (STD 204)

6) Darfur Contracting Act Certification

9) California Disabled Veteran Business Enterprise (DVBE)

9A) Bidder Declaration

10) Contractor's Certification Clauses (CCC)

11) Confidentiality Agreement

12) Small Business Preference

H) Sample Standard Agreement (STD 213)

1) Exhibit A, Scope of Work

2) Exhibit B, Budget Detail and Payment Provisions

3) Exhibit B-1, Cost Sheet

4) Exhibit C, General Terms and Conditions www.dgs.ca.gov/ols/resources/standardcontractlanguage.aspx

5) Exhibit D, Special Terms and Conditions

6) Exhibit E, Additional Provisions http://www.dgs.ca.gov/ols/resources/standardcontractlanguage.aspx

A. Purpose and Description of Services

The Department of Consumer Affairs (DCA), California Acupuncture Board (CAB) provides optimum consumer protection through its enforcement program. The enforcement program investigates reported criminal and administrative violations in the Acupuncture profession. In the event that criminal and administrative violations are substantiated through the investigative process, the suspected violators are referred for criminal and or administrative prosecution.

The California Acupuncture Board is soliciting for statewide transcription, translation and onsite simultaneous interpretation services. The Contractor shall provide the CAB with certified translation of written documents, certified onsite interpretation of oral testimony in interviews or court proceedings, and certified transcription and translation of audio recordings.

For a detailed description of services, please refer to Exhibit A, Scope of Work in the Sample Contract.

The resulting contract will be for a three (3)-year term with an anticipated start date of June 1, 2016 or upon approval.

The maximum amount of this contract resulting from this IFB is $49,900.00.

B. Bidder Minimum Qualifications

Bidder qualifications and licensing requirements (if any) are specified below and/or in Exhibit A. Unless otherwise stated, the bidder shall meet all qualifications and licensing requirements at the time of the bid opening.

1. All onsite simultaneous language interpretations provided by the Contractor during the term of the resulting agreement shall be performed by a certified interpreter, defined by the Judicial Council of California Administrative Office of the Courts (JCCAOC) as an “interpreter that has passed the Judicial Council’s Court Interpreter Certification Examination in one (1) of twelve (12) languages” or, a registered interpreter defined by the JCCAOC as “One who interprets in a spoken language for which there is no state certification exam and has passed the English Fluency Examination.”

2. All transcribers must possess a certified CART or Real-Time Reporter certificate, or Certified Electronic Court Reporter and Transcriber Certificate (as applicable).

3. All licenses and certifications required by law.

4. The bid package must be accompanied by at least three (3) references from businesses that utilized or are utilizing Bidder for onsite interpretation, transcription and translation services within the last five (5) years.

5. The Bidder must have an office that is staffed with personnel and equipment required to carry out the services in California. All transcription, translation and onsite interpretation services must be performed only by Contractor staff and/or subcontractors who meet these requirements.

Apprentices, trainees or translation software are not acceptable.

6. The Bidder must submit a listing of all the proposed transcribers, interpreters, translators that will work with the Acupuncture Board and provide a brief description of each employee to detail how they meet the minimum requirements. Any additional special training or classes regarding meeting transcription and summarization can also be listed. Bidder must also specify if any of the services will be subcontracted.

7. The Bidder must have a quality assurance system that ensures accurate interpretation and translation services.

C. Prohibition on Tax Delinquents

Persons or companies identified as the largest tax delinquents by the Franchise Tax Board (FTB) or the Board of Equalization (BOE) under authority of Sections 7063 or 1915 of the Revenue and Taxation Code shall be disqualified from the bidding process.

Pursuant to PCC §10295.4, contracts are void and unenforceable if a Contractor is included on tax delinquency lists.

Notwithstanding any other law, a state agency shall not enter into any contract for the acquisition of goods or services with a contractor whose name appears on either list of the 500 largest tax delinquencies pursuant to Section 7063 or 19195 of the Revenue and Taxation Code. Any contract entered into in violation of this subdivision is void and unenforceable.

D. Bid Requirements and Information

Listed are important dates and times by which specific actions must be taken or completed. If the DCA finds it necessary to change any of these dates, it will be accomplished via an addendum to the IFB. All dates, after the final date for bid submission deadline, are approximate and may be adjusted as conditions indicate without an addendum to this IFB

1. Key Action Dates

Below is the tentative time schedule for this procurement:

Event Date Time

IFB available to prospective bidders April 27, 2016

Written Questions submittal deadline via email at celia.reyes@dca.ca.gov

May 4, 2016 5:00 p.m. PST

Final Date for Bid Submission May 11, 2016 3:00 p.m. PST

Bid Opening Department of Consumer Affairs 1625 N. Market Boulevard, Contract Costa Room #114 Sacramento, CA 95834

May 12, 2016 10:00 a.m. PST

Anticipated Start Date of Agreement June 1, 2016 or upon approval

Note: For security reasons if you plan to attend the public cost opening please contact the contract analyst prior to the bid opening so arrangements can be made for entrance into the DCA building.

Interested vendors are encouraged to register as a supplier in the California’s new web-based procurement system called Cal eProcure. Cal eProcure is the new portal for the CSCR. For more information, go to https://caleprocure.ca.gov/pages/index.aspx.

https://caleprocure.ca.gov/pages/index.aspx

2. Submittal of Written Questions

Bidders have the opportunity to ask questions and/or provide feedback to DCA on the specifics of this IFB. While some input may be incorporated into the IFB, remarks and explanations submitted may not necessarily change provisions of the IFB. Any modifications to the IFB as a result of these inquiries will be documented by an addendum and posted on the Cal eProcure System. The addendum will become part of the IFB.

Any questions must be submitted electronically via email to Celia Reyes at celia.reyes@dca.ca.gov by no later than May 4, 2016 at 5:00 p.m. PST. Inquiries received after this date will only be addressed at DCA’s discretion. Question and answer sets will be provided to all bidders without identifying the submitters. ALL QUESTIONS MUST BE SUBMITTED IN WRITING. Any verbal representations made by the DCA/CAB staff are not binding on either the DCA/CAB or the bidder, and cannot be interpreted as modifications or clarifications to this IFB.

3. Submittal of Bid

a) All bids must be submitted in a sealed envelope, sent to and received by Celia Reyes at the Department of Consumer Affairs, Contracts Unit by the date and time shown in “Section D, Bid Requirements and Information, Item 1), Key Action Dates”. The sealed envelope must be plainly marked with the IFB number and title, and must be marked with “DO NOT OPEN” as shown in the following example:

Department of Consumer Affairs

Contracts Unit: Celia Reyes 1625 North Market Boulevard, Ste. S-103

Sacramento, CA 95834

DO NOT OPEN

Bid Opening Date: May 12, 2016 at 10:00 a.m.

NOTE: This address applies to both U.S. Postal Service Deliveries and Hand Deliveries (UPS, Express Mail, Federal Express, and Walk-ins)

Bids not submitted under sealed envelope may be rejected. A minimum of one (1) bid marked “ORIGINAL” and two (2) copies shall be submitted.

The Cost Sheet (Attachment 3) must be completed, signed, and inserted into a separate sealed envelope labeled “COST SHEET” and included with the bid package.

Mail or deliver bids to the address shown above. Neither the postmark on the bid proposal envelope nor receipt in the California Department of Consumer Affairs Mailroom will constitute timely delivery. Any bid received in the Contracts Unit after the date and time specified in the Key Action Dates identified in Section D, Item 1 will not be considered. It is DCA’s policy to make every effort to ensure that all bids have been received and properly time stamped; however, bidders are ultimately responsible for ensuring timely receipt of their bid. Bidders may verify receipt of their bid by contacting the person identified in the cover letter of this IFB.

b) All bids shall include the documents identified in Section G, 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.

c) All documents requiring a signature must bear an original signature of a person authorized to bind the bidding firm. The signature must indicate the title or position that the individual holds in the firm. An unsigned bid shall be rejected.

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

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

f) The DCA shall not be responsible for any cost incurred by the bidder in the preparation or submission of their bid in response to this IFB.

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

h) A bidder may withdraw its bid by submitting a written withdrawal request to the State, signed by the bidder or an agent authorized in accordance with Paragraph C above. A bidder may thereafter submit a new bid prior to the bid submission date. Bids may not be withdrawn without cause subsequent to bid submission date.

i) DCA 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.

j) DCA reserves the right to reject all bids. The DCA reserves the right to reject any bid that it deems not cost reasonable or for any other reason it deems a bid does not meet the requirements of this IFB. The DCA is not required to award any contracts as a result of this IFB.

k) Bidders, before submitting their documents, should carefully proof them for errors and adherence to the IFB requirements. The signature must indicate the title or position that the individual holds in the firm. An unsigned bid shall be rejected.

l) DCA does not accept alternate agreement language from a prospective contractor. A bid with such language shall be considered a counter proposal and will be rejected. The State’s General Terms and Conditions (GTC) are not negotiable.

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

4. Loss Leader

Per Public Contract Code 10302 (b)(1) “It is unlawful for any person engaged in business within this state to sell or use any article or product as a “loss leader” as defined in Section 17030 of the Business and Professions Code.”

5. Evaluation of Bids

a) At the time of bid opening, each bid will be checked for the presence or absence of required information in conformance with the submission requirements of this IFB.

b) The DCA shall evaluate each bid to determine its responsiveness to the published requirements.

All bidders must meet the minimum qualifications in order to be considered responsive.

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

6. Award and Protest

a) Basis of Award

Any award of an agreement will be made to the lowest responsive bidder whose bid complies with all requirements of the IFB and any addenda thereto, except for such immaterial defects as may be waived by the State.

The State intends to award one or more Agreement to the lowest responsible bidder(s). Bidders may submit bids for any and all site locations (1. Northern; 2. Southern) per Attachment 3. If a bidder is the lowest bidder for more than one site location, all the site locations awarded to that bidder will be incorporated into one Agreement.

A notice of the proposed award shall be posted in a public place in the office of the awarding agency at least five (5) working days prior to awarding the agreement.

The Contractor must have completed and submitted to the awarding agency the Payee Data Record (STD 204) with their bid package to determine if the Contractor is subject to state income tax withholding pursuant to California Revenue and Taxation Code Sections 18662 and 26131. This form can be found on the internet at:

http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf No payment shall be made unless a completed STD 204 has been returned to the awarding agency.

Upon award of Agreement, the Contractor must provide a signed Contractor Certification Clauses (CCC – 307) which can be found on the Internet at http://www.dgs.ca.gov/ols/Resources/StandardContractLanguage.aspx

b) Protest

All protests must be made in writing, signed by an officer of the company or individual authorized to do so and submitted within five (5) working days of the State’s posting of its intent to award. An original copy of the protest must be mailed (i.e. certified mail with return receipt requested) to:

Department of General Services Office of Legal Services 707 3 rd Street, 7 th Floor, Suite 7-330

West Sacramento, CA 95605 Attention: Protest Coordinator

A copy of the protest must be mailed (certified or registered recommended) to:

Department of Consumer Affairs Business Services Office 1625 N. Market Blvd., Suite S-103 Sacramento, CA 95834 Attention: Celia Reyes – Contracts Unit

Within five (5) working days of filing a protest, the bidder must submit a complete written statement specifying the grounds of the protest to the same aforementioned individuals. The protestor must provide facts and evidence to support its claim.

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

7. Disposition of Bids

Upon bid opening, all documents submitted in response to this IFB will become the property of the State of California, and will be regarded as public records under the California Public Records Act (Government Code Section 6250 et seq.). However, the contents of all proposals, draft bids, correspondence, agenda, memoranda, working papers, or any other medium which discloses any aspect of a bidder's proposal, shall be held in the strictest confidence until the award is made.

8. Standard Conditions of Service

a) Performance shall start on the express date set by the DCA and the Contractor, after all approvals have been obtained and the agreement is fully executed. Should the Contractor fail to commence work at the agreed upon time, the DCA, upon five (5) days written notice to the Contractor, reserves the right to terminate the Agreement. In addition, the Contractor shall be liable to the State for the difference between Contractor's bid price and the actual cost of performing work by another contractor that the DCA/CAB is required to retain to perform the work contemplated by this agreement.

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

c) Should, during the course of the resulting contract, it become necessary to modify the contract, those modifications may be made only by mutual agreement between the contracting parties through a written amendment to the contract. A contract amendment shall not be effective unless in writing and until fully executed by both parties.

E. Preference Programs

1) Small Business Preference

Overview: Current law encourages state departments to first consider a Small Business Enterprise (Small)/Microbusiness Enterprise (Micro) for contracting opportunities. The DCA is committed to supporting Small/Micro business participation in state contracting and seeks to use certified Small/Micro businesses whenever possible.

The State of California provides a five percent (5%) preference to Small/Micro Business proposers.

This 5% preference is also provided to Non-Small Businesses that commit to subcontract, with one or more California-certified Small/Micro businesses, at least 25% of the net bid price, as specified below. The standard contract language for the preference programs can be found at http://www.dgs.ca.gov/pd/Programs/OSDS/SBEligibilityBenefits.aspx. For the purposes of this section, the definitions specified in Title 2, California Code of Regulations (CCR), §1896.4 shall apply unless otherwise noted. Questions regarding certification of small businesses should be directed to the Office of Small Business and DVBE Certification (OSDC) at (916) 375-4940. (see next page for an example of how a Small Business preference is applied.

Bidder A B C

Responsive & Responsible

Y Y Y

SB Preference and Claiming

SB None SB

Net Bid Amount

$32,995 $31,900 $32,500

Initial Ranking 3 1 2

SB Preference Amount*

$1,595 $0 $1,595

Evaluated Bid Price

$31,400 $31,900 $30,905

Re-Ranking 2 3 1

*Note: the 5% SB preference is calculated from the lowest net bid received (0.05 x $31,900 = $1,595) and that value is then applied to all SB bids.

2) Disabled Veteran Business Enterprise Program (DVBE)

DVBE Participation: DVBE participation requirements are being waived for this IFB.

DVBE Incentive: However, the DCA is committed to achieving legislatively established goals for the participation of DVBEs in all state contracts and seeks to use certified DVBE business whenever possible. Therefore, the DCA requests your voluntary participation in reporting any certified DVBEs including yourself, that will be used in the performance of this Agreement. An explanation of the Disabled Veteran Business Enterprise Program (DVBE) requirements can be found at the Internet web site: http://www.dgs.ca.gov/pd/Programs/OSDS/GetCertified.aspx

3) Target Area Contract Preference Act (TACPA) (if applicable) – Refer to http://www.dgs.ca.gov/pd/Programs/DisputeResolution.aspx for more information.

F. Darfur Contracting Act of 2008

Effective January 1, 2009, all Invitations for Bid (IFB) or Requests for Proposals (RFP) for goods or services must address the requirements of the Darfur Contracting Act of 2008 (Act) (Public Contract Code sections 10475, et seq.; Stats. 2008, Ch. 272). The Act was passed by the California Legislature and signed into law by the Governor to preclude State agencies generally from contracting with “scrutinized” companies that do business in the African nation of Sudan (of which Darfur region is a part), for the reasons described in Public Contract Code section 10475.

A scrutinized company is a company doing business in Sudan as defined in Public Contract Code section 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 section 10477(a)).

Therefore, Public Contract Code section 10478 (a) requires a company that currently has (or within the previous three years has had) business activities or other operations outside of the United States to certify that it is not a “scrutinized” company when it submits a bid or proposal to a State agency (See Attachment 6).

A scrutinized company may still, however, submit a bid or proposal for a contract with a State agency for goods or services if the company first obtains permission from the Department of General Services (DGS) according to the criteria set forth in Public Contract Code section 10477(b) (See Attachment 6)

G. Required Attachments

Refer to the Required Attachment Checklist, Attachment 1. The Required Attachment Checklist must be included in the proposal submission as the first attachment, with the other required attachments to follow in numerical order. Failure to include all required attachments may cause a bid to be deemed non-responsive.

http://www.dgs.ca.gov/pd/Programs/DisputeResolution.aspx

ATTACHMENT 1

REQUIRED ATTACHMENT CHECKLIST

A complete bid package shall consist of the required items identified below.

Complete this checklist to confirm that your bid package is complete. Place a check mark or “X” next to each item being submitted to the State. If any of the below Attachments with an * are not applicable, place “N/A” next to each item not being submitted with the bid package. For your bid to be responsive all “REQUIRED” Attachments must be returned. This checklist must also be returned with your bid package.

ATTACHMENT NAME/DESCRIPTION

_____ Attachment 1 Required Attachment Checklist (REQUIRED - this checklist)

_____ Attachment 2 Bid/Bidder Certification Sheet (with original signature) (REQUIRED - Attachment included in this IFB.)

_____ Attachment 3 Cost Sheet (REQUIRED - Attachment included in this IFB.)

_____ Attachment 4 Bidder References (REQUIRED - Attachment included in this IFB.)

_____ Attachment 5 Payee Data Record (STD 204) (REQUIRED - Attachment included in this IFB.)

_____ Attachment 6 Darfur Contracting Act (REQUIRED - Attachment included in this IFB.)

_____ Attachment 7 Copy of valid California city or county business license (if applicable), or if a corporation located within the State of California, incorporation documents or letter from the Secretary of State or, if not a California business, an affidavit that business is in good standing with the state, province, or country in which business is headquartered. (REQUIRED)

_____ Attachment 8 List of all Court Certified and Registered Interpreters. Defined by the Judicial Council of California Administrative Office of the Courts (JCCAOC) as “an interpreter that has passed the Judicial Court’s Court Interpreter Certification Examination in one (1) of twelve (12) languages”, or a registered interpreter defined by the JACCAOC as “One who interprets in a spoken language for which there is no state certification exam as passed with English Fluency Examination.”

(REQUIRED)

_____ Attachment 9 Disabled Veteran Business Enterprise (DVBE) Incentive Instructions* (Not Required. Submit if applicable. Attachment included in this IFB.)

_____ Attachment 9A Bidder Declaration (GSPD-05-105) (REQUIRED)

NOTE TO BIDDER: In addition to the above, the Contractor shall furnish the following to DCA upon award.

_____ _____ Attachment 10 Contractor Certification Clauses CCC-307 http://www.dgs.ca.gov/ols/Resources/StandardContractLanguage.aspx (Not required with bid submission. Will be required upon award of Agreement.)

_____ Attachment 11 Confidentiality Agreement.

(Not required with bid submission. Will be required upon award of Agreement.)

* Provide only if applicable. The following Attachments are not included in this IFB. Refer to websites listed below.

_____ Attachment 12 Small Business Certification* http://www.dgs.ca.gov/pd/Programs/OSDS/GetCertified.aspx

_____ Attachment 13 Target Area Contract Preference Act (TACPA)* http://www.pd.dgs.ca.gov/edip/tacpa.htm

NOTE: FOR YOUR BID TO BE RESPONSIVE, ALL “REQUIRED” ATTACHMENTS ALONG WITH THIS

CHECKLIST MUST BE RETURNED WITH THE BID PACKAGE.

ANY ITEMS LISTED ABOVE WITH AN * SHOULD BE PROVIDED ONLY IF APPLICABLE.

ATTACHMENT 2

BID/BIDDER CERTIFICATION SHEET

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

1. Our all-inclusive bid is submitted as detailed in Attachment 3, Cost Sheet.

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

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

An Unsigned Bid/Bidder Certification Sheet Will Be Cause For Rejection

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

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation

Indicate the applicable employee and/or corporation number:

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

9. Indicate applicable license and/or certification information:

10. Bidder’s Name (Print) 11. Title

12. Signature 13. Date

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

a. Small Business Enterprise Yes No If yes, enter certification number:

b. Disabled Veteran Business Enterprise Yes No If yes, enter your service code below:

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

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

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

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

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

Enter your federal employee tax identification number.

Enter your corporation number assigned by the California Secretary of State’s Office. This information is used for checking if a corporation is in good standing and qualified to conduct business in California.

Complete if your firm holds a California contractor’s license. This information will be used to verify possession of a contractor’s license for public works agreements.

Complete if your firm holds a PUC license. This information will be used to verify possession of a PUC license for public works agreements.

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.

12, 13, 14, 15

Must be completed. These items are self-explanatory.

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

ATTACHMENT 3

COST SHEET

LOCATION 1: Northern California (Sacramento, San Francisco, Fresno)

Term: Three (3) Years

Note: Bidders may submit a Cost Sheet for one or all locations. If a bidder is the lowest bidder for more than one location, all of the locations awarded to the bidder will be incorporated into one Agreement. Failure to indicate a dollar amount on any item will be grounds to reject the entire bid. A zero dollar ($0.00) amount listed for any and all items will be interpreted and understood by the State to mean that the bidder indicating a zero dollar amount shall perform any such services at no cost to the State.

A.

Service Full Day

Rate

Estimated

Number of

Hearings /

Interviews

Total

(36 months)

Certified/Registered

Simultaneous Interpretation $ X 10 = $

TOTAL AMOUNT OF A $

B.

Service Half Day

Hearings /

(36 months)

Certified/Registered

Simultaneous Interpretation $ X 6 = $

TOTAL AMOUNT FOR B $

C.

Service Rate

Estimated # of hours per recording

Estimated meetings

(36 months)

Audio/Video Translation $ per word X 8 x 18 = $

Audio/Video Transcription $ per minute X 8 x 18 = $

TOTAL AMOUNT OF C $

D.

Estimated # of Words per Page

Estimated

Pages

Document Translation $ per word X 800 20 = $

Document Transcription $ per minute X N/A 20 = $

TOTAL AMOUNT OF D $

TOTAL AMOUNT OF AGREEMENT FOR NORTHERN CALIFORNIA (SUM OF A+B+C+D) $_____________

(Basis of Award)

LOCATION 2: Southern California (Bakersfield, Los Angeles, San Diego) Term: Three (3) Years

Note: Bidders may submit a Cost Sheet for one or all locations. If a bidder is the lowest bidder for more than one location, all of the locations awarded to the bidder will be incorporated into one Agreement. Failure to indicate a dollar amount on any item will be grounds to reject the entire bid. A zero dollar ($0.00) amount listed for any and all items will be interpreted and understood by the State to mean that the bidder indicating a zero dollar amount shall perform any such services at no cost to the State.

A.

Service Full Day

Estimated Number of Hearings /

Estimated Total

Certified/Registered

Simultaneous Interpretation $ X 10 = $

TOTAL AMOUNT OF A $

B.

Service Half Day

Estimated Number of Hearings /

Estimated Total

Certified/Registered

Simultaneous Interpretation $ X 6 = $

TOTAL AMOUNT FOR B $

C.

Estimated # of hours per recording

Estimated meetings

Audio/Video Translation $ per word X 8 x 18 = $

Audio/Video Transcription $ per minute X 8 x 18 = $

TOTAL AMOUNT OF C $

D.

Estimated # of Words per Page

Estimated

Pages

Document Translation $ per word X 800 20 = $

Document Transcription $ per minute X N/A 20 = $

TOTAL AMOUNT OF D $

TOTAL AMOUNT OF AGREEMENT FOR SOUTHERN CALIFORNIA (SUM OF A+B+C+D) $_____________

(Basis of Award)

Note: The Total Amount of Agreement is strictly used for bidding purposes only and used to determine the lowest responsive bidder. Any quantities listed on Attachment 3 are DCA’s estimates only and are offered as a basis for the comparison bids. The DCA does not expressly or by implication agree that the actual amount of work will correspond therewith and reserves the right to omit portions of the work as may be deemed necessary or advisable by the DCA.

ATTACHMENT 4

BIDDER REFERENCES

Submission of this attachment is mandatory. Failure to complete and return this attachment with your bid will cause your bid to be rejected and deemed nonresponsive

List below three references of similar types of services performed within the last four years. If three references cannot be provided, please explain why on an attached sheet of paper.

REFERENCE 1

Name of Firm

Street Address City State Zip Code

Contact Person Telephone Number

Dates of Service Value or Cost of Service

Brief Description of Service Provided

REFERENCE 2

Street Address City State Zip Code

Contact Person Telephone Number

REFERENCE 3

Street Address City State Zip Code

Contact Person Telephone Number

STATE OF CALIFORNIA-DEPARTMENT OF FINANCE ATTACHMENT 5

PAYEE DATA RECORD

STD 204 (Rev. 6-2003) Required when receiving payment from the State of California in lieu of IRS W-9

INSTRUCTIONS: Complete all information on this form. Sign, date, and return to the State agency (department/office) address shown at the bottom of this page. Prompt return of this fully completed form will prevent any delays when processing payments Information provided in this form will be used by State agencies to prepare information Returns (1099). See reverse side for more information and Privacy Statement.

Note: Governmental entities, federal, State, and local (including school districts), are not required to submit this form.

PAYEE’S LEGAL BUSINESS NAME (Type or Print)

SOLE PROPRIETOR – ENTER NAME AS SHOWN ON SSN (Last, First, M.I.)

E-MAIL ADDRESS

MAILING ADDRESS

BUSINESS ADDRESS

CITY, STATE, ZIP CODE

CITY, STATE, ZIP CODE

PAYEE

ENTITY

TYPE

NOTE:

Payment will not be processed without an accompanying taxpayer I.D.

number.

ENTER FEDERAL EMPLOYER IDENTIFICATION NUMBER (FEIN): -

PARTNERSHIP CORPORATION:

MEDICAL (e.g., dentistry, psychotherapy, chiropractic, etc.)

ESTATE OR TRUST LEGAL (e.g., attorney services)

EXEMPT (nonprofit)

ALL OTHERS

CHECK

ONE BOX

ONLY

INDIVIDUAL OR SOLE PROPRIETOR

ENTER SOCIAL SECURITY NUMBER:

(SSN required by authority of California Revenue and Tax Code Section 18646)

PAYEE

RESIDENCY

STATUS

California resident – Qualified to do business in California or maintains a permanent place of business in California

California nonresident (see reverse side) – Payments to nonresidents for services may be subject to State income tax withholding.

No services performed in California.

Copy of Franchise Tax Board waiver of State withholding attached.

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

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

AUTHORIZED PAYEE REPRESENTATIVE’S NAME (Type or Print)

TITLE

SIGNATURE

DATE

TELEPHONE

Please return completed form to:

Department/Office: _________________________________________ ___

Unit/Section: ____________________________________________________________________________

Mailing Address: ________________________________________________________________________

City/State/Zip: __________________________________________________________________________

Telephone: (___) _____________________________________ Fax: (___) ________________________

E-mail Address: _________________________________________________________________________

ATTACHMENT 6

Darfur Contracting Act

Pursuant to Public Contract Code section 10478, if a bidder or proposer currently or within the previous three years has had business activities or other operations outside of the United States, it must certify that it is not a “scrutinized” company as defined in Public Contract Code section 10476.

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

1. _____ We do not currently have, or we have not had within the previous three years, Initials business activities or other operations outside of the United States.

OR

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

Initials 10476, but we have received written permission from the Department of General Services (DGS) to submit a bid or proposal pursuant to Public Contract Code section 10477(b). A copy of the written permission from DGS is included with our bid or proposal.

OR

3. _____ We currently have, or we have had within the previous three years, business

Initials activities or other operations outside of the United States, but we certify below + certification that we are not a scrutinized company as defined in Public Contract Code below section 10476.

CERTIFICATION For # 3.

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly authorized to legally bind the prospective proposer/bidder to the clause listed above in # 3. This certification is made under the laws of the State of California.

Proposer/Bidder Firm Name (Printed)

Federal ID Number

By (Authorized Signature)

Printed Name and Title of Person Signing

Date Executed Executed in the County and State of

ATTACHMENT 9

CALIFORNIA DISABLED VETERAN BUSINESS ENTERPRISE (DVBE)

BID INCENTIVE INSTRUCTIONS

(Revision Date 09/03/2009)

Please read the requirements and instructions carefully before you begin.

AUTHORITY. The Disabled Veteran Business Enterprise (DVBE) Participation Goal Program for State contracts is established in Public Contract Code (PCC), §10115 et seq., Military and Veterans Code (MVC), §999 et seq., and California Code of Regulations (CCR), Title 2, §1896.60 et seq. Recent legislation has modified the program significantly in that a bidder may no longer demonstrate compliance with program requirements by performing a “good faith effort” (GFE).

This solicitation does not include a minimum DVBE participation percentage or goal.

DVBE BID INCENTIVE. Unless stated elsewhere in the solicitation that the DVBE incentive has been waived, in accordance with Section 999.5(a) of the Military and Veterans Code an incentive will be given to bidders who provide

DVBE participation. For evaluation purposes only, the State shall apply an incentive to bids that propose California certified DVBE participation as identified on the Bidder Declaration GSPD-05-105 and confirmed by the State. The incentive amount for awards based on low price will vary in conjunction with the percentage of DVBE participation. Unless a table that replaces the one below has been expressly established elsewhere within the solicitation, the following percentages will apply for awards based on low price.

DVBE Participation DVBE Incentive

100% 5%

50% up to 99.99% 4%

11% up to 49.99% 3%

3% up to 10.99% 2%

1% up to 2.99% 1%

As applicable:

(1) Awards based on low price - the net bid price of responsive bids will be reduced (for evaluation purposes only) by the amount of DVBE incentive as applied to the lowest responsive net bid price. If the #1 ranked responsive, responsible bid is a California certified small business, the only bidders eligible for the incentive will be California certified small businesses. The incentive adjustment for awards based on low price cannot exceed 5% or $100,000, whichever is less, of the #1 ranked net bid price. When used in combination with a preference adjustment, the cumulative adjustment amount cannot exceed $100,000.

Sample DVBE Incentive Calculations (Low Cost Award)

Bidder A B C

Responsive & Responsible Yes Yes Yes

Net Bid Amount $41,000 $41,500 $43,000

Initial Ranking 1 2 3

DVBE Participation 0% 3% 11%

DVBE Incentive Amount $0 $820 $1230

Evaluated Bid Price $41,000 $40,680 $41,770

Re-ranking 2 1 3

(2) Awards based on highest score - the solicitation shall include an individual requirement that identifies incentive points for DVBE participation.

INTRODUCTION. Bidders must document DVBE participation commitment by completing and submitting a Bidder

Declaration, GSPD-05-105, (Attachment 5A, page 18). Bids or proposals (hereafter called “bids”) that fail to submit the required form to confirm the level of DVBE participation will not be eligible to receive the DVBE incentive.

Information submitted by the intended awardee to claim the DVBE incentive(s) will be verified by the State. If evidence of an alleged violation is found during the verification process, the State shall initiate an investigation, in accordance with the requirements of the PCC §10115, et seq., and MVC §999 et seq., and follow the investigatory procedures required by the 2 CCR §1896.80. Contractors found to be in violation of certain provisions may be subject to loss of certification, penalties and/or contract termination.

Only State of California, Office of Small Business and DVBE Services (OSDS), certified DVBEs (hereafter called

“DVBE”) who perform a commercially useful function relevant to this solicitation, may be used to satisfy the DVBE program requirements. The criteria and definition for performing a commercially useful function are contained herein on the page entitled Resources & Information. Bidders are to verify each DVBE subcontractor’s certification with OSDS to ensure DVBE eligibility.

At the State’s option prior to award of the contract, a written confirmation from each DVBE subcontractor identified on the Bidder Declaration must be provided. As directed by the State, the written confirmation must be signed by the bidder and/or the DVBE subcontractor(s). The written confirmation may request information that includes but is not limited to the DVBE scope of work, work to be performed by the DVBE, term of intended subcontract with the DVBE, anticipated dates the DVBE will perform required work, rate and conditions of payment, and total amount to be paid to the DVBE. If further verification is necessary, the State will obtain additional information to verify compliance with the above requirements.

THE DVBE BUSINESS UTILIZATION PLAN (BUP): DVBE BUPs are a company’s commitment to expend a minimum of 3% of its total statewide contract dollars with DVBEs -- this percentage is based on all of its contracts held in California, not just those with the State. A DVBE BUP does not qualify a firm for a DVBE incentive. Bidders with a BUP must submit a Bidders Declaration (GSPD-05-105) to confirm the DVBE participation for an element of work on this solicitation in order to claim a DVBE incentive(s).

THE FOLLOWING MAY BE USED TO LOCATE DVBE SUPPLIERS:

Awarding Department: Contact Andrea Pina, Department of Consumer Affairs’ Small Business and DVBE

Advocate, at andrea.pina@dca.ca.gov for any DVBE suppliers who may have identified themselves as potential subcontractors, and to obtain suggestions for search criteria to possibly identify DVBE suppliers for the solicitation.

Other State and Federal Agencies, and Local Organizations:

STATE: Access the list of all certified DVBEs by using the Department of General Services, Procurement Division (DGS-

PD), online certified firm database at www.eprocure.dgs.ca.gov. To begin your search, click on “SB/DVBE Search.”

Search by “Keywords” or “United Nations Standard Products and Services Codes (UNSPSC) 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 (CSCR) for this solicitation prior to the closing date. You may access the CSCR at:

www.eprocure.dgs.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: OSDCHelp@dgs.ca.gov.

FEDERAL: Search the U.S. Small Business Administration’s (SBA) Central Contractor Registration (CCR) on-line database at www.ccr.gov to identify potential DVBEs and click on the "Dynamic Small Business Search" button. Search options and information are provided on the CCR Dynamic Small Business Search site. First time users should click on the “help” button for detailed instructions. Remember to verify each firm’s status as a California certified DVBE.

LOCAL: Contact local DVBE organization to identify DVBEs. For a list of local organizations, go to http://www.documents.dgs.ca.gov/pd/smallbus/RefOrg.pdf.

http://www.eprocure.dgs.ca.gov/ http://www.eprocure.dgs.ca.gov/ mailto:OSDCHelp@dgs.ca.gov http://www.ccr.gov/ http://www.documents.dgs.ca.gov/pd/smallbus/RefOrg.pdf

RESOURCES AND INFORMATION

For questions regarding bid documentation requirements, contact the contracting official at the awarding department for this solicitation. For a directory of SB/DVBE Advocates for each department go to:

http://www.pd.dgs.ca.gov/smbus/advocate.htm.

The Department of General Services, Procurement Division (DGS-PD) publishes a list of trade and focus publications to assist bidders in locating DVBEs for a fee. To obtain this list, please go to www.pd.dgs.ca.gov/smbus and select:

DVBE Trade Paper Listing (New 02/09) (pdf)

DVBE Focus Paper Listing (New 02/09) (pdf)

U.S. Small Business Administration (SBA):

Use the Central Contractor Registration (CCR) on-line database.

Internet contact only –Database: www.ccr.gov.

FOR:

Service-Disabled Veteran-owned businesses in California (Remember to verify each DVBE’s California certification.)

Local Organizations: Go to www.pd.dgs.ca.gov/smbus and select: DVBE Local Contacts (New 02/09) (pdf)

FOR:

List of potential DVBE subcontractors

DGS-PD EProcurement Website: www.eprocure.dgs.ca.gov Phone: (916)375-2000 Email: eprocure@dgs.ca.gov

FOR:

• SB/DVBE Search

• CSCR Ads

• Click on Training tab to Access eProcurement Training Modules including: Small Business (SB)/DVBE Search

DGS-PD Office of Small Business and DVBE Services (OSDS)

707 Third Street, Room 1-400, West Sacramento, CA 95605 Website: www.pd.dgs.ca.gov/smbus OSDS Receptionist, 8 am-5 pm: (916) 375-4940 PD Receptionist, 8 am-5 pm: (800) 559-5529 Fax: (916) 375-4950 Email: osdchelp@dgs.ca.gov

FOR:

• Directory of California-Certified DVBEs

• Certification Applications

• Certification Information

• Certification Status, Concerns

• General DVBE Program Info.

• DVBE Business Utilization Plan

• Small Business/DVBE Advocates

Commercially Useful Function Definition

California Code of Regulations, Title 2, § 1896.61(l):

The term "DVBE contractor, subcontractor or supplier" means any person or entity that satisfies the ownership (or management) and control requirements of §1896.61(f); is certified in accordance with §1896.70; and provides services or goods that contribute to the fulfillment of the contract requirements by performing a commercially useful function.

As defined in MVC §999, a person or an entity is deemed to perform a "commercially useful function" if a person or entity does all of the following:

Is responsible for the execution of a distinct element of the work of the contract.

Carries out the obligation by actually performing, managing, or supervising the work involved.

Performs work that is normal for its business services and functions.

Is not further subcontracting a portion of the work that is greater than that expected to be subcontracted by normal industry practices.

A contractor, subcontractor, or supplier will not be considered to perform a commercially useful function if the contractor's, subcontractor's, or supplier's role is limited to that of an extra participant in a transaction, contract, or project through which funds are passed in order to obtain the appearance of disabled veteran business enterprise participation.

http://www.pd.dgs.ca.gov/smbus/advocate.htm http://www.pd.dgs.ca.gov/smbus http://www.ccr.gov/ http://www.pd.dgs.ca.gov/smbus http://www.eprocure.dgs.ca.gov/ mailto:eprocure@dgs.ca.gov http://www.pd.dgs.ca.gov/smbus mailto:osdchelp@dgs.ca.gov

ATTACHMENT 9A

ATTACHMENT 10

CCC-307

CERTIFICATION

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly authorized to legally bind the prospective Contractor to the clause(s) listed below. This certification is made under the laws of the State of California.

Contractor/Bidder Firm Name (Printed)

Federal ID Number

By (Authorized Signature)

Printed Name and Title of Person Signing

Date Executed Executed in the County of

CONTRACTOR CERTIFICATION CLAUSES

1. STATEMENT OF COMPLIANCE: Contractor has, unless exempted, complied with the nondiscrimination program requirements. (Gov. Code §12990 (a-f) and CCR, Title 2, Section 8103) (Not applicable to public entities.)

2. DRUG-FREE WORKPLACE REQUIREMENTS: Contractor will comply with the requirements of the Drug-Free

Workplace Act of 1990 and will provide a drug-free workplace by taking the following actions:

a. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession or use of a controlled…