MALIA M. COHEN

CALIFORNIA STATE CONTROLLER

November 6, 2026

INVITATION FOR BID (IFB) EADM90226

Generator Maintenance

Notice to Prospective Bidders

Bidders are invited to review and respond to the State Controller’s Office (SCO) Invitation for Bid (IFB) EADM90226, Generator Maintenance To submit a bid, the bidder must comply with the instructions contained in this document as well as with the requirements stated in the Agreement, Exhibit A, Scope of Work. By submitting a bid, your firm agrees to the terms and conditions stated in this IFB.

Read the attached document carefully. The bidder is solely responsible for ensuring that SCO receives the complete bid in accordance with the bid requirements, prior to the date and time specified in the solicitation. Bidders should review, correct all errors, and confirm compliance with the IFB requirements. Bids received after the specified deadline will not be considered for review. SCO reserves the right to cancel this IFB without cause at any time prior to award.

Bidders are advised to check the Cal eProcure website for addendums, modifications, and updates to the bid documents. SCO is not responsible for failure of the prospective bidder to check for any bid document updates, changes, or answers to questions posted on Cal eProcure. Failure to check the website periodically will be at the bidder’s sole risk.

If a discrepancy occurs between the information in the advertisement appearing on the Department of General Services, California State Agreements Register (CSCR) on the Cal eProcure website:

https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx, and the information in the herein IFB, the information in the attached IFB shall take precedence.

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 https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List- Folder/Standard-Agreement-Language. If you do not have internet access, a hard copy can be provided.

In the opinion of SCO, this IFB is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, please send an email to SCOBids@sco.ca.gov by the Written Questions Submittal Deadline in Section C, Bid Requirements and Information, Item 1. Key Action Dates.

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

https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language mailto:SCOBids@sco.ca.gov

State Controller's Office IFB Number EADM90226

TABLE OF CONTENTS

A. Purpose and Description of Services B. Key Action Dates C. Written Questions and Answers D. Bid Guidelines E. Bid Content

1. Administrative Requirements

2. Bidder’s Minimum Qualifications

3. Licenses and Certifications

F. Bid Submission G. Evaluation and Selection H. Award and Protest I. Disposition of Bids J. Agreement Execution and Performance K. Participation, Preference, and Incentive Programs

1. Disabled Veteran Business Enterprise Incentive

2. Small Business Preference Program

3. Non-Small Business Preference Request

4. Ties between Certified SB/MB and DVBE Businesses

L. Required Attachments Attachment 1, Required Attachment Checklist Attachment 2, Bid/Bidder Certification Sheet Attachment 3, Contractor Point Of Contact Attachment 4, Payee Data Record (STD 204) and Payee Data Record Supplement (STD 205*) Attachment 5, Contractor Certification Clauses (CCC 04/2017) Attachment 6, Bidder Declaration (Written) (GSPD-05-105) Attachment 7, Disabled Veteran Business Enterprise (DVBE) Declarations (DGS PD 843)* Attachment 8, California Civil Rights Laws Certification (DGS OLS 04)* Attachment 9, Secretary of State Certification of Status * Attachment 10, Darfur Contracting Act Certification (DGS PD 1)* Attachment 11, Generative Artificial Intelligence (Genai) Disclosure Attachment 12, Acknowledgement of Agreement Exhibits and Insurance Requirements Attachment 13, Bidding Preferences and Incentives Attachment 14, Cost Worksheet

Standard Agreement Exhibit A – Scope of Work Exhibit A, Attachment 1 – Prime Contractor’s Certification - Small Business Subcontractor Report Exhibit B – Budget Detail and Payment Provisions Exhibit B, Attachment 1 – Cost Worksheet Exhibit C – General Terms and Conditions (GTC 02/2025)** Exhibit D – Special Terms and Conditions

*Submit only if applicable **Incorporated by reference

A. Purpose and Description of Services

The State Controller's Office (SCO) is seeking a contractor to provide preventive maintenance inspections, services, load bank tests, on-call services (emergency and non-emergency), and the rental of a backup generator at SCO.

See Standard Agreement, Exhibit A, Scope of Work (SOW), for complete description of services.

Voluntary Site Walk-Through:

Bidders are invited to attend a site walk-through on November 18, 2026, at 9:00 a.m. Pacific Standard Time (PT). The location of the site walk is 3301 C Street, Sacramento, California. Bidders must RSVP for the site walk to SCOBids@sco.ca.gov by November 16, 2026, at 2:00 p.m. SCO will send an invitation the next business day after the RSVP is received. Brandon Dietz will be the bidders’ point of contact upon arrival.

Oral questions will not be accepted or answered during the site visit. SCO staff will not be able to provide any information that is not already provided in IFB EADM90226. Bidders will have an opportunity after the site walk to submit written questions to SCOBids@sco.ca.gov.

Agreement Term

The term of this agreement will be for three years with the options to add funds, add/remove/update locations, and amount of services as deemed necessary by the SCO. The rates in Exhibit B, Attachment 14, Cost Worksheet will not increase as a result of any amendment to this agreement. This agreement may be terminated by the SCO with 30 days’ written notice to the Contractor.

Contractors are cautioned that no work will begin until the Agreement has been fully executed. If work is performed prior to agreement approval, and the Agreement for any reason is not approved, all previous work performed by the Contractor is considered donated to the SCO and no payment shall be made for that work.

Agreement Amount

The Contractor and SCO Contract Manager are responsible for monitoring the Agreement cost to ensure it does not exceed the maximum amount of the Agreement without an executed amendment.

B. Key Action Dates

It must be understood that time is always of the essence, both for the IFB submittal and for agreement completion. Bidders are advised of the key action dates and times shown below and are expected to adhere to them.

Event Date IFB available to Prospective Bidders November 6, 2026 Voluntary Site Walk-Through November 18, 2026, at 9:00 a.m. PT Written Questions Submittal Deadline November 19, 2026, by 2:00 p.m. PT* Written Questions and Answers Released November 20, 2026 Final Date for Bid Submission December 8, 2026, by 2:00 p.m. PT* Evaluation of Bid Submission** December 8, 2026, through December 9, Cost Opening December 10, 2026, at 2:00 p.m. PT* Notice of Intent to Award December 10, 2026

Proposed Award Date December 18, 2026 Estimated Agreement Start Date February 1, 2027

*Pacific Time (PT) **Dates after Final Date for Bid Submission are estimates only and may be subject to change. SCO will adhere to the listed dates as strictly as possible but will not be held accountable for changes due to unforeseen circumstances.

C. Written Questions and Answers

1. Bidders may submit questions for clarification of the content of this IFB to SCOBids@sco.ca.gov.

2. Questions must be submitted by the date and time specified in IFB Section B, Key Action Dates.

3. The subject line of the email should read, IFB EADM90226 Questions – Company Name.

4. The bidder must reference the section and page number about which they are inquiring.

5. Written Questions and Answers will be provided without identifying the submitter. At the sole discretion of SCO, SCO may paraphrase questions for clarity.

6. Questions and Answers will be issued via an addendum to this IFB and posted to Cal eProcure.

D. Bid Guidelines

1. Costs incurred for developing bids, in anticipation of award of the Agreement, are entirely the responsibility of the bidder and shall not be charged to the State of California.

2. It is the bidder’s responsibility to provide all necessary information for SCO to evaluate the bid, verify requested information, and determine the bidder’s ability to perform the services defined in Sample Agreement, Exhibit A, Scope of Work and Attachment 14, Cost Worksheet.

3. Pursuant to California Public Contract Code (PCC) Section 10302, 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 10730 of the Business and Professions Code.

4. Bidders who are DGS certified California Small Businesses (SB), Micro Business (MB) or Disabled Veteran Business Enterprises (DVBE) must provide and include an SB/DVBE Certification with the bid.

SCO will verify that SB/DVBE certifications are valid at the time the bid is due. In accordance with California Government Code (GC) Section 14837(d) and California Military and Veterans Code Section 999, all SB and DVBE contractors, subcontractors, and suppliers that bid on or participate in a State agreement, regardless of being an oral or written solicitation, shall perform a Commercially Useful Function (CUF).

5. The bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the Final Date for Bid Submission. Contractor modifications in any other manner, oral or written, will not be considered.

6. The bidder may withdraw its bid by submitting a written withdrawal request to SCOBids@sco.ca.gov signed by the bidder or an authorized agent. A bidder may thereafter submit a new bid prior to the Final Date for Bid Submission. Bids may not be withdrawn without cause after the Final Date for Bid Submission.

7. SCO does not accept alternate agreement language from a prospective contractor. A bid with such language will be considered a counteroffer and will not be considered. The State’s Terms and mailto:SCOBids@sco.ca.gov https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=BPC&sectionNum=17030.&article=2.&highlight=true&keyword=loss%20leader

Conditions (GTC) 02/2025 are not negotiable.

8. Bids should provide straightforward and concise descriptions of the bidder’s ability to satisfy the requirements of this IFB. Omissions, inaccuracies, or misstatements will be cause for rejection of a bid.

9. SCO may modify the IFB by issuing an addendum, prior to the Final Date for Bid Submission, which will be posted to Cal eProcure.

10. SCO reserves the right to reject all bids. SCO is not required to award an agreement.

11. This IFB and the Contractor’s bid will be made a part of the Agreement file.

12. At SCO option prior to award, bidders may be required to submit additional written clarifying information.

Failure to submit the required written information as specified may be grounds for bid rejection.

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

E. Bid Content

In order to be responsive to this IFB, the following Mandatory Pass/Fail requirements must be met. Failure to respond to and submit these items with the required information may result in disqualification.

1. Administrative Requirements

a. Completion of all required Attachments listed on Attachment 1, Required Attachment Checklist.

b. On Attachment 2, Bidder Certification Sheet, the bidder must complete, sign, and return the

Attachment. The bidder will include any necessary supporting documentation (references, certifications, licenses, insurance acknowledgement, etc.) necessary to validate the bidder’s qualifications.

Attachment 2 must be signed by an individual authorized to bind the business contractually and must identify the title or position that the individual holds in the business.

2. Bidder’s Minimum Qualifications

a. The Bidder must have a minimum of four years of experience maintaining and repairing a Standby

Generator Set (Standby Genset).

b. The Bidder must be able to diagnose, troubleshoot, repair, and maintain a Standby Generator Set (Standby Genset).

c. The Bidder must have the ability to perform all maintenance and repair services described in the

Standard Agreement, Exhibit A, Scope of Work.

3. Licenses and Certifications

a. The bidder must provide copies of the licenses required to meet the bidder’s minimum qualifications.

b. The bidder must provide copy of a 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 the business is in good standing with the state, province, or country in which business is headquartered.

c. Bidders shall obtain, at their expense, all license(s) or permit(s) required by law for accomplishing any work required in connection with this agreement.

d. All licenses must remain valid for the term of the Agreement. In the event that any license or certification expires at any time during the term of this agreement, the Contractor agrees to provide SCO a copy of the renewed license within 30 days following the expiration date. In the event the Contractor fails to keep in effect at all times all required licenses, SCO may, in addition to any other remedies it may have, terminate this agreement upon occurrence of such event.

F. Bid Submission

1. Bidders must submit their bids in Portable Document Format (PDF) attached to an email to

SCOBids@sco.ca.gov by the date and time specified in IFB Section B, Key Action Dates. All bids must be submitted in at least two (2) separate emails.

a. Email #1 (Bid) must include the bidder’s submission with the subject line identifying the submission as EADM90226 BID—Company Name. Bids must be formatted for 8 1/2” x 11” paper with all pages consecutively numbered, each required element clearly identified, and in the sequence presented in this IFB.

b. Email #2 (Attachment 14, Cost Worksheet) must include the bidder’s cost with the subject line identifying the submission as EADM90226 COST—DO NOT OPEN. The Cost email shall remain unopened and separate from the sealed bid email until the public cost opening.

2. Email Requirements:

a. Bidders shall ensure that emails do not exceed a file size of 20 megabytes.

b. Bidders shall ensure that emails do not contain scripts, executable files, password protections, or macros, which may make their emails undeliverable.

c. Do not imbed links within the PDF—all documents must be contained within the PDF. SCO cannot access links to external sources. Bids containing links to external sources will be rejected.

d. If email #1, identified as “BID” should exceed the acceptable file size, the bidder shall split the email into multiple emails to ensure delivery.

e. Bid submissions that are sent from unrecognized email servers may be blocked by SCO security filters and be flagged as spam, thereby rendering them unsubmitted.

f. An automatic reply from SCObids@sco.ca.gov will confirm receipt of bidders’ emails. Automatic replies only confirm receipt of emails and do not assess bidders’ responsiveness to the IFB requirements in the email content or in any attachments therein.

g. LATE BID SUBMISSIONS WILL NOT BE ACCEPTED—NO EXCEPTIONS.

3. Bids shall provide straightforward and concise descriptions of the bidder’s ability to satisfy the requirements of this IFB. The bid must be complete and accurate. Omissions, inaccuracies, or misstatements will be sufficient causes for rejection of the bid.

4. If the bid is made under a fictitious name or business title, the actual legal name of the bidder must be provided.

5. All bids shall include the documents identified on Attachment 1, Required Attachment Checklist. All attachments must include the information stated, and as instructed on each of the attachments (if mailto:SCObids@sco.ca.gov applicable). Bids not including the proper required attachments shall be deemed nonresponsive. A nonresponsive bid is one that does not meet the bid requirements.

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

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

8. All documents contained in the bid requiring a signature must bear the original signature of a person authorized to bind the bidder’s firm contractually.

9. An error in the bid may cause the rejection of the bid; however, SCO may correct obvious calculation errors at its sole option. If corrected, the bidder will be provided the correction for validation.

G. Evaluation and Selection

1. During evaluation, each bid will be checked for the presence or absence of required information in conformance with the submission requirements of this IFB.

2. SCO will evaluate each bid to determine its responsiveness to the published requirements.

3. Bids that contain false or misleading statements that do not support an attribute or condition claimed by the bidder, may be rejected.

4. The Cost Opening will occur via Microsoft Teams per IFB Section B, Key Action Dates. All bidders will be sent an invite to attend via the contacts listed on Attachment 3, Contractor Point of Contact in the bid submission.

5. To request an invitation to the Cost Opening for anyone not bidding or listed on Attachment 3, Contractor Point of Contact, please email request to SCOBids@sco.ca.gov by Final Date for Bid Submission identified in IFB Section B, Key Action Dates.

6. Invitations to the Cost Opening will be sent as an email meeting notice with the Microsoft Teams link no later than the morning of the Cost Opening identified in IFB Section B, Key Action Dates.

7. Award of an agreement resulting from this IFB will be based on lowest total cost.

8. In the event of a precise tie, if Government Code (GC) Section 14838(f) does not apply to the bidders, a witnessed coin toss will be conducted by the Procurement Official. If a coin toss is needed, the Procurement Official will schedule and arrange for the coin toss and non-partisan witnesses, notifying the participating bidders of the outcome of the coin toss.

H. Award and Protest

1. Whenever an agreement is awarded under a procedure, which provides for competitive bidding, but the

Agreement is not to be awarded to the low bidder, the low bidder shall be notified by email, overnight courier, or personal delivery five working days prior to the award of the Agreement.

2. If requested in writing by any bidder who has submitted a bid, a notice of the proposed award shall be posted in a place accessible by the general public on the California State Contracts Register, Cal eProcure Event page: https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx for five working days prior to awarding the Agreement. If SCO is awarding to the lowest responsible bidder, and no https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx requests have been made to publicly post a letter of intent, the SCO may award the agreement without delay.

3. If any bidder, prior to the award of agreement, files a written protest with SCO and the Department of

General Services (DGS), Office of Legal Services, 707 Third Street, 7th Floor, Suite 7-330, West Sacramento, CA 95605, on the grounds that the (protesting) Bidder is the lowest responsive responsible bidder, the Agreement shall not be awarded until either the protest has been withdrawn or the DGS has decided the matter. It is suggested that you submit any protest by certified or registered mail.

4. Within five days after filing the protest, the protesting bidder shall file with the DGS, Office of Legal Services and the SCO, a detailed written statement specifying the grounds for the protest with DGS, OLS, and SCO. The written protest must be sent to DGS, OS, 707 Third Street, 7th Floor, Suite 7-330, West Sacramento, CA 95605. A copy of the detailed written statement must be emailed to SCO, at SCOBids@sco.ca.gov, Attention: Contracts Office.

I. Disposition of Bids

1. Upon bid opening, all documents submitted in response to this IFB will become the property of the State of California and will be regarded as public records under the California Public Records Act Government Code (GC) Section 6250 et seq. and subject to review by the public.

2. Bid packages may be returned only at the bidder's expense, unless such expense is waived by the

SCO.

J. Agreement Execution and Performance

1. Service shall start on the express date set by SCO 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, SCO - upon five (5) days’ written notice to the Contractor - reserves the right to terminate the Agreement. In addition, the Contractor shall be liable to SCO for the difference between contractor's bid price and the actual cost of performing work by the second lowest bidder, or by another contractor.

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

K. Participation, Preference, and Incentive Programs

The Preference and Incentive Programs listed below may be combined but will not exceed a combined total of 15 percent of the bid amount or $100,000 per bid, whichever is less. No bid price will be reduced by more than $100,000, and all preference and incentive cost adjustments are for bid evaluation purposes only and do not alter the actual cost offered by the bidder.

A Small Business (SB)/Microbusiness (MB) and a Disabled Veteran Business Enterprise (DVBE) must have current and valid certification through DGS, Office of Small Business and Disabled Veteran Business Enterprise Certification Services (OSDS). Completed certification applications and required support documents must be submitted to OSDS no later than 5:00 p.m. Pacific Time (PT) on the Final Date for Bid Submission and OSDS must be able to approve the application as submitted.

For certification and preference approval process information, contact OSDS by telephone at

(916) 375-4940 or access OSDS Internet website at. https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-List-Folder/Apply-for-or-Re-apply-as-Small-Business-Disabled- Veteran-Business-Enterprise.

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Apply-for-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Apply-for-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Apply-for-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise

In compliance with GC Section 14837 and Military & Veterans Code (M&VC) Section 999, certified SB/MB and DVBE contractors must perform a commercially useful function (CUF). A Contractor, subcontractor, or supplier is not considered to perform a CUF if their role is limited to that of an extra participant through which funds are passed in order to obtain the appearance of participation.

At SCO’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.

1. Disabled Veteran Business Enterprise Program

a. The DVBE Participation Program requirements for this solicitation have been waived. However, SCO is committed to achieving legislatively established goals for the participation of DVBEs and seeks to use certified DVBE business whenever possible. Therefore, SCO requests your voluntary participation in reporting any certified DVBEs, including yourself, that will be used in the performance of this Agreement.

b. Each listed certified DVBE must have current and valid certification through DGS OSDS.

Completed certification applications and required support documents must be submitted to OSDS no later than 5:00 p.m. PT on the Final Date for Bid Submission and OSDS must be able to approve the application as submitted.

2. Disabled Veteran Business Enterprise Incentive

a. Firms that are DVBEs or are voluntarily utilizing DVBE subcontractors can have an incentive applied based on their level of DVBE participation identified in the bid, not to exceed five percent.

The DVBE Incentive is for bid computation purposes only and is only applied to responsive bids from responsible bidders proposing DVBE participation.

b. Information and instructions on the DVBE Incentive are found at: https://www.dgs.ca.gov/- /media/Divisions/PD/OSDS/Certification/DVBE/DVBEProgramRequirements.pdf?la=en&hash=FBC

A257A3ED083F3DBB85ECEEB37013CBCF0545C

c. The incentive shall be applied as follows:

Confirmed DVBE participation of: Incentive Applied 5.0% or more 5% 4.0% to 4.99% 4% 3.0% to 3.99% 3% 2.0% to 2.99% 2% 1.0% to 1.99% 1%

d. The incentive is subject to a minimum of one (1) percent and a maximum of five (5) percent. Bids with DVBE participation of more than five (5) percent will be calculated with a five (5) percent incentive.

e. The DVBE Incentive is computed from the lowest responsive and responsible bid price.

f. The required list of California certified DVBE subcontracts must be provided on Attachment 2, Bidder Declaration (Written) (GSPD-05-105) and must include the following: 1) subcontractor name,

2) address, 3) phone number, 4) a description of the work to be performed and products supplied,

5) and the dollar amount or percentage of the net bid price (as specified in the solicitation) per subcontractor.

https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/DVBE/DVBEProgramRequirements.pdf?la=en&hash=FBCA257A3ED083F3DBB85ECEEB37013CBCF0545C https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/DVBE/DVBEProgramRequirements.pdf?la=en&hash=FBCA257A3ED083F3DBB85ECEEB37013CBCF0545C https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/DVBE/DVBEProgramRequirements.pdf?la=en&hash=FBCA257A3ED083F3DBB85ECEEB37013CBCF0545C

g. The bidder must submit Attachment 7, Disabled Veterans Business Enterprise (DVBE) Declarations (DGS PD 843), signed by the DVBE owner/manager.

h. When the awarded contractor has a certified DVBE perform an element of work for the Agreement, the awarded contractor shall complete a Prime Contractor’s Certification - DVBE Subcontractor Report (STD 817) within 60 days of expiration of the Agreement and submit to SCO.

3. Small Business Preference Program

a. Current law encourages state departments to first consider a SB/MB Enterprise for contracting opportunities. SCO is committed to supporting SB/MB participation in state contracting and seeks to use certified SBs/MBs whenever possible.

b. Section 14835, et seq., of the California GC requires that a five (5) percent preference be given to bidders who certify as a SB/MB. The rules and regulations of this law are contained in Title 2, California Code of Regulations, Section 1896, et seq. A copy of the regulation is available upon request.

c. The SB/MB Preference may not exceed $50,000 for any bid. This preference cost adjustment is for bid evaluation purposes only and does not alter the actual cost offered by the bidder.

4. Non-Small Business Preference Request

a. A five (5) percent bid preference is available to a non-small business claiming 25 percent California certified SB subcontractor participation. If claiming the non-small business subcontractor preference, the bid must include a list of the SB(s) with which you commit to subcontract in an amount of at least 25 percent of the net bid price with one (1) or more California certified SBs. Each listed certified SB must perform a Commercially Useful Function in the performance of the Agreement as defined in GC Section 14837(d)(4).

b. The required list of California certified SB subcontractors must be provided on Attachment 6, Bidder

Declaration (Written) (GSPD-05-105) and must include the following: 1) subcontractor name, 2) address, 3) phone number, 4) a description of the work to be performed and products supplied, 5) and the dollar amount or percentage of the net bid price (as specified in the solicitation) per subcontractor.

c. In granting the Non-Small Business Preference, no bid price will be reduced by more than $50,000.

This preference cost adjustment is for bid evaluation purposes only and does not alter the actual cost offered by the bidder.

d. A non-small business is defined as a responsive/responsible bidder that is not certified by the DGS

OSDS as a SB/MB enterprise.

e. When the awarded contractor has a certified SB perform an element of work for the Agreement, the awarded contractor shall complete and submit biannual Prime Contractor’s Certification – Small Business Subcontractor Report on SB subcontractor utilization to the SCO Contract Manager. At a minimum, the report includes:

1) Amount paid to each SB Subcontractor for the reporting period.

5. Ties between Certified SB/MB and DVBE Businesses

Per GC 14838(g), in the event of a precise tie between the bid of a SB/MB and the bid of a DVBE that is also a SB/MB, the award shall go to the DVBE that is also a SB/MB.

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

L. Required Attachments

This bid package requires completion of all Attachments referenced on the required Attachment 1, Required Attachment Checklist. Exclusion of any required attachments may result in bidder’s disqualification.

ATTACHMENT 1

REQUIRED ATTACHMENT CHECKLIST

Bidder’s Name: ___________________________________________________ (Please print clearly or type)

A complete bid or bid package will consist of the items identified below.

Complete, sign, and date this checklist to confirm the items in your bid. Please initial in the Submitted to SCO box next to each item that you are submitting to SCO. For your bid to be responsive, all required attachments must be returned. Further review is subject to SCO discretion. This checklist must be signed and returned with your bid submission.

Requirement Description Submitted to SCO

Attachment 1 Required Attachment Checklist Attachment 2 Bidder Certification Sheet Attachment 3 Contractor Point of Contact Attachment 4 Payee Data Record (STD 204) and Payee Data Record Supplement (STD 205*) Attachment 5 Contractor Certification Clauses (CCC 04/2017) Attachment 6 Bidder Declaration (Written) (GSPD-05-105) Attachment 7 Disabled Veteran Business Enterprise (DVBE) Declarations

(DGS PD 843)*

Attachment 8 California Civil Rights Laws Certification (DGS OLS 04)* Attachment 9 Secretary of State Certification of Status*

Attachment 10 Darfur Contracting Act Certification (DGS PD 1)* Attachment 11 Generative Artificial Intelligence (GenAI) Disclosure Attachment 12 Acknowledgement of Agreement Exhibits and Insurance Requirements Attachment 13 Bidding Preferences and Incentives Attachment 14 Cost Worksheet (Submit in a separate email)

Additional Requirement

Copy of valid California city or county business license (if applicable); or an affidavit that the business is in good standing with the state, province, or country in which business is headquartered

Additional Requirement California Certified SB/MB and DVBE Certification (provide copy)*

*Submit only if applicable.

Authorized Signature and Title Date

ATTACHMENT 2

BID/BIDDER CERTIFICATION SHEET

Bidder’s Name: _____________________________________________________ Please print clearly or type.

Complete and return this attachment with the bid submission. An individual authorized to bind the bidding firm contractually shall sign Attachment 2, Bidder Certification Sheet. The signature must indicate the title or position that the individual holds in the firm. An unsigned Bidder Certification Sheet may be rejected.

A. The Bidder’s all-inclusive bid is submitted as detailed in Attachment 14, Cost Worksheet.

B. The Bidder must have a minimum of four years of experience maintaining and repairing a Standby

Generator Set (Standby Genset).

C. The Bidder must be able to diagnose, troubleshoot, repair, and maintain a Standby Generator Set

(Standby Genset).

D. The Bidder must have the ability to perform all maintenance and repair services described in the Standard

Agreement, Exhibit A, Scope of Work.

E. All required attachments are included with this certification sheet and the bid submission.

F. The signature affixed hereon and dated certifies compliance with all the requirements of this bid document.

The signature below authorizes the verification of this certification.

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

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation

Indicate the applicable employee and/or corporation number:

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

9. Indicate applicable license and/or certification information:

10. Bidder’s Name (Print) 11. Title

12. Signature 13. Date

14. Are you certified with the Department of General Services, Office of Small Business and Disabled

Veteran Business Enterprise Services (OSDS) as:

a. California Small Business

Yes No If yes, enter certification number:

b. Disabled Veteran Business Enterprise Yes No If yes, enter your certification number below:

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

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

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 (1) person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business.

Check if your firm is a partnership. A partnership is a voluntary agreement between two

(2) 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 (2) 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.

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

10, 11, 12, Must be completed. These items are self-explanatory.

If certified as a California Small Business, place a check in the "Yes" box, and enter your certification number on the line. If certified as a Disabled Veterans Business Enterprise, place a check in the "Yes" box and enter your service code on the line. If you are not certified to one (1) or both, place a check in the "No" box. If your certification is pending, enter the date your application was submitted to OSDS.

ATTACHMENT 3

CONTRACTOR POINT OF CONTACT

Bidder’s Name: ________________________________________________________ (Please print clearly or type)

The contact person regarding this IFB is:

Name & Title:

Address:

Phone Number:

E-Mail:

If awarded an agreement, the Agreement Representative for services will be:

If awarded an agreement, direct all agreement inquiries to:

If awarded an agreement, the name of the company officer authorized to sign the agreement is:

Email:

ATTACHMENT 4

PAYEE DATA RECORD (STD 204) AND PAYEE DATA RECORD SUPPLEMENT (STD 205*)

Payee Data Record (STD 204) is required and must be submitted.

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

*Only use Payee Data Record Supplement (STD 205) to provide a remittance address if different from the mailing address for information returns, or to make subsequent changes to the remittance address https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf

ATTACHMENT 5

CONTRACTOR CERTIFICATION CLAUSES (CCC 04/2017)

https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC- 042017.pdf?la=en&hash=4DE3E4DC414511AE378794200BA43EBF91C758EE

ATTACHMENT 6

BIDDER DECLARATION (WRITTEN) (GSPD-05-105)

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

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

ATTACHMENT 7

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) DECLARATIONS (DGS PD 843)*

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

ATTACHMENT 8

CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION (DGS OLS 04) *

http://www.documents.dgs.ca.gov/dgs/fmc/dgs/ols004.pdf

ATTACHMENT 9

SECRETARY OF STATE CERTIFICATION OF STATUS*

Secretary of State Certification of Status is required if your company is a corporation, limited liability company (LLC), or limited partnership (LP). Required document(s) may be obtained at the following website:

https://bizfileonline.sos.ca.gov/ https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-042017.pdf?la=en&hash=4DE3E4DC414511AE378794200BA43EBF91C758EE https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-042017.pdf?la=en&hash=4DE3E4DC414511AE378794200BA43EBF91C758EE http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf http://www.documents.dgs.ca.gov/dgs/fmc/dgs/ols004.pdf https://bizfileonline.sos.ca.gov/

ATTACHMENT 10

DARFUR CONTRACTING ACT CERTIFICATION (DGS PD 1)*

http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf

*Submit only if applicable

NOTE: The fill and print forms are available at the links provided. Please email SCOBids@sco.ca.gov if you are unable to access the links provided. Attachments 4-6 must be submitted with the bid.

http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf

ATTACHMENT 11

GENERATIVE ARTIFICIAL INTELLIGENCE (GENAI) DISCLOSURE

"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 / Offeror must check the appropriate box from the choices below.

Generative Artificial Intelligence (GenAI) will be used while providing services during the term of this agreement and may materially impact (check all that apply):

☐ Functionality of the system ☐ Risk to the State ☐ Contract performance

☐ Generative Artificial Intelligence (GenAI) will not be used while providing services during the term of this agreement.

Name of Bidder / Offeror:

Signature and Date:

ATTACHMENT 12

ACKNOWLEDGEMENT OF AGREEMENT EXHIBITS

AND INSURANCE REQUIREMENTS

Bidder’s Name: _____________________________________________________ Please print clearly or type.

Complete and return a signed copy of this attachment with the IFB response.

Exhibit Name Exhibit A, Scope of Work Exhibit A, Attachment 1 – Prime Contractor’s Certification - Small Business Subcontractor Report Exhibit B, Budget Detail and Payment Provisions Exhibit B, Attachment 1 - Cost Worksheet Exhibit C, General Terms and Conditions (GTC 04/2025)* Exhibit D, Special Terms and Conditions

*Incorporated by reference

I certify that we have received, reviewed, and accept all requirements in this IFB and Exhibits and can meet the insurance requirements identified in the Standard Agreement, Exhibit D, Special Terms and Conditions.

The insurance requirements and certificate(s) of coverage must be provided within 10 days of receipt of notice of award.

Authorized Signature Date

Name of Bidder

Name and Title (Please Print)

ATTACHMENT 13

BIDDING PREFERENCES AND INCENTIVES

Bidder must check the appropriate box from the choices below.

1. DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) INCENTIVE:

☐ I am a DGS certified DVBE. A copy of my California Disabled Veteran Business Enterprise (DVBE) Declarations (STD 843) form is attached.

I am not a DGS certified DVBE, but a percentage of the revenue will be going to DGS certified DVBE subcontractors performing a commercially useful function, and therefore, I am claiming the DVBE incentive.

Bidder must submit a complete Attachment 6, Bidder Declaration (Written) (GSPD 05-105), indicating the percentage of the revenue that will be received by each DGS certified DVBE subcontractor. Bidder must also submit Attachment 7, California Disabled Veteran Business Enterprise (DVBE) Declarations (STD 843), for each DVBE subcontractor, signed by the DVBE owner/manager.

☐ I am not claiming the DVBE incentive.

2. SMALL BUSINESS (SB) PREFERENCE:

☐ I am a Department of General Services (DGS) certified SB and claim the SB Preference.

My DGS SB certification number is: _________________

☐ I am not a DGS certified SB, but 25 percent or more of the revenue from the award will go to a DGS certified SB subcontractor performing a Commercially Useful Function; and therefore, I am claiming the preference.

Bidder must submit a complete Attachment 6, Bidder Declaration (Written) (GSPD 05-105), indicating the percentage of the revenue that will be received by each DGS certified SB subcontractor.

☐ I am not claiming the DGS SB Preference.

Name of Bidder:

Signature and Date:

ATTACHMENT 14

COST WORKSHEET

See Excel Workbook

State Controller’s Office

Exhibit A

SCOPE OF WORK

A. Description of Services

The Contractor shall provide preventive maintenance inspections, services, load bank tests, on-call services (emergency and non-emergency), and the rental of a backup generator at State Controller’s Office (SCO) 3301 C Street, Sacramento, CA 95816, as required on the following equipment:

MAKE MODEL NUMBER SERIAL NUMBER

Cummins 1000DQFAD E170188634

B. Agreement Term

The term of this agreement will be for three years with the options to add funds, add/remove/update locations, and amount of services as deemed necessary by the SCO. The rates in Exhibit B, Attachment 1, Cost Worksheet will not increase as a result of any amendment to this agreement. This agreement may be terminated by the SCO with 30 days’ written notice to the Contractor.

Contractors are cautioned that no work will begin until the Agreement has been fully executed. If work is performed prior to Agreement approval, and the Agreement for any reason is not approved, all previous work performed by the Contractor is considered donated to the SCO and no payment shall be made for that work.

Agreement Amount

The Contractor and the SCO Contract Manager are responsible for monitoring the Agreement cost to ensure it does not exceed the maximum amount of the Agreement without an executed amendment.

C. Contractor Roles and Responsibilities:

The Contractor shall:

1. Provide preventive maintenance to include three inspection services per calendar year, one annual service per calendar year, and one load testing per calendar year.

2. Invoice non-emergency and emergency on-call services on a time and materials basis, separate from preventive maintenance services, and in accordance with the rates depicted on Exhibit B, Attachment 1, Cost Worksheet.

3. Be available to provide technical phone support, on-call non-emergency services, and on-call emergency services for the generator as needed 24 hours a day, 7 days a week.

4. Shall provide a backup rental generator if required, as stated in Section F.

5. Provide SCO with a detailed written description of the replacement parts, if needed, and obtain SCO approval of all repairs prior to repairing the generator.

6. Replace all parts removed with original manufacturer parts—new and of good quality—free from damage or defects. Removed parts that are damaged or defective become the property of the Contractor upon inspection and approval by SCO. The Contractor shall have the ability to procure all parts necessary to keep all machines operational.

7. Provide a copy of each technician’s Electrical Generating Systems Association (EGSA) Journey Level credentials to the SCO Contract Manager. The Contractor shall provide technical expertise resources to their service technician to aid in the resolution of problems that may occur in the equipment. The Contractor warrants that services shall be performed promptly, with diligence, in a competent and professional manner to SCO satisfaction.

8. Dispose of all solvents, chemicals, and materials extracted from the generator during the inspection/service in compliance with Environmental Protection Agency (EPA) standards and such disposal will be the responsibility of the Contractor.

9. Perform all work as recommended by the manufacturer specifications.

10. If the Contractor has a certified DVBE perform an element of work for the Contract, within 60 days of expiration of the Contract, the Contractor shall complete and submit to SCO a Prime Contractor’s Certification - DVBE Subcontractor Report (STD 817).

D. Preventive Maintenance

1. Preventive maintenance shall include inspections and services that adhere to written manufacturer’s recommendations and/or requirements. These services shall include the replacement of fuel filters, oil filters, oil, and labor on minor replacement parts as described below. Necessary repairs outside the preventive maintenance services listed below will be at the rate stated in Exhibit B, Attachment 1, and will require SCO pre-approval.

2. All services performed by Contractor are to be inspected by SCO after completion. The State is solely responsible for determining acceptability of the work performed and the operability of the equipment.

3. Inspection shall include:

a. Lubrication System

i. Check engine crankcase oil level (add if needed).

ii. Clean crankcase breather.

iii. Lubricate generator bearing.

iv. Inspect oil lines and connections (tighten if loose).

v. Sample oil and submit for analysis (one time per year).

b. Cooling System

i. Check engine coolant level and add coolant, if needed.

ii. Inspect radiator core (external)

iii. Inspect coolant line connections and hoses and tighten if loose.

iv. Check fan belt tension and wear and adjust, if needed.

v. Check coolant concentration and corrosion inhibitor (test strips).

vi. Inspect coolant pump.

vii. Inspect temperature regulator.

viii. Check water jacket heater(s) for correct operation.

ix. Check motor operated louvers.

c. Fuel System

i. Check sediment bowls and open drains

ii. Inspect all fuel system components for evidence of water, sludge, and rust

iii. Check fuel level in day tank

iv. Inspect and test fuel level float switches

v. Inspect fuel lines and fittings and tighten, if loose

vi. Inspect and test containment alarm

vii. Inspect and test transfer pump

d. Air Induction and Exhaust

i. Check air cleaner service indicator check/clean dust collector cap

ii. Inspect manifold and air piping for leaks

iii. Check all intake system hoses and connections and tighten, if loose

iv. Open condensation drains

e. Electrical Systems

i. Check battery electrolyte condition and level and add, if needed

ii. Clean electrical connections and battery

iii. Inspect alternator drive belt tension and wear and tighten, if loose

iv. Check shutoff controls

v. Inspect starter

f. Generator Switchgear and Emergency Source Feeders

i. Operate…