IFB-FTB-2526-PW-073.docx

INVITATION FOR BID

Notice To Prospective Bidders

Relocation Services – New York

IFB FTB-2526-PW-073

11/6/2025

You are invited to review and respond to this Invitation for Bid (IFB), entitled “Relocation Services – New York,” BID LOG # IFB FTB-2526-PW-073. The Franchise Tax Board (FTB) is asking that in submission of your bid, you comply with the following instructions:

Note that all Agreements entered into with the State of California will include by reference the State’s General Terms and Conditions (GTC 02/2025) which may be viewed and downloaded at the Internet site https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language. If you do not have Internet access, a hard copy can be provided by contacting the person listed below.

Please note that for purposes of this bid, the Disabled Veteran Business Enterprises (DVBE) Program Requirement and DVBE Incentive have been waived.

In the opinion of the Franchise Tax Board, this IFB is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, the contact persons for this IFB are:

Marisa Lai Procurement Official Franchise Tax Board

(916) 845-4518 Marisa.Lai@ftb.ca.gov and Cc

Doral Valley Procurement Official Lead

(916) 845-5283 Doral.Valley@ftb.ca.gov

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

TABLE OF CONTENTS

INFORMATION AND BIDDER REQUIREMENTS

Purpose and Description of Services The purpose of this Invitation for Bid (hereinafter called the “IFB”) is to solicit bids from qualified vendors to provide the Franchise Tax Board (FTB) with all services, labor, tools, and equipment required for the relocation of various office materials and related components. There will be no hazardous waste to dispose of for the locations. See Exhibit A, Scope of Work (SOW), of this IFB for additional detailed information.

The locations for performance of work is:

· 1212 Avenue of the Americas, Suite 300 & 401, New York, NY 10036.

· 1180 Avenue of the Americas, Suite 900, New York, NY 10036 Bidder’s Minimum Qualifications and Requirements

1. In response to this IFB, the Bidder shall provide a copy of a valid Electrician License.

2. Electric Technician shall have a minimum one (1) year experience performing this type of service.

3. By submitting their bid and signing Attachment 2, Bid/Bidder Certification Sheet, the Bidder certifies under penalty of perjury that their company and their staff possess the appropriate license and meet the minimum qualifications listed above to perform the work outlined in Exhibit A, SOW, in the Sample Standard Agreement section, of this IFB.

Prevailing Wage The State of New York General Prevailing Wage Rates will apply for the County of New York as described in Exhibit E, Additional Provisions of this IFB. The prevailing wage rate determinations can be downloaded from the State of New York Department of Labor website at https://apps.labor.ny.gov/wpp/publicViewPWChangesArt9.do?method=showIt or available upon written request by the Procurement Official. Additional questions regarding prevailing wage determinations shall be referred to the State of New York’s Bureau of Public Work and Prevailing Wage Enforcement at labor.sm.pwask@labor.ny.gov. It is the Bidder’s responsibility to use the correct classification determination published by the State of New York Department of Labor.

Key Action Dates Below are the important dates and times by which the actions must be taken or completed. If the State 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 addendum to this IFB.

* This date is subject to change without notice or addendum to this IFB.

1If requested, the Notice of Intent to Award shall be published on Cal eProcure in the same location as the solicitation was published: Bid opportunities in the California State Contracts Register (CSCR).

Bidders Conference and Walk-Through FTB will be holding a Bidders Conference and Walk-Through to allow Vendors to inspect and assess the main location’s office layout of where the services are to be provided. Vendors wishing to submit a bid for this IFB are encouraged to attend the Bidders Conference and Walk-Through. The Bidders Conference and Walk-Through will be held on Friday, November 14, 2025, from 9:30 AM – 10:30 AM ET (Eastern Time) at FTB’s New York Field Office, located at 1212 Avenue of the Americas, Suite 300 & 401, New York, NY 10036.

FTB will accept oral questions during the Bidders Conference and Walk-Through. A question and answer set of those questions and applicable answers will be posted on the Cal eProcure website by the Key Action Date identified above. Oral answers shall not be binding. For questions regarding the contents of this IFB and the associated procurement process, contact the Procurement Official via email at Marisa.Lai@ftb.ca.gov with a Cc to Doral.Valley@ftb.ca.gov by Monday, November 17, 2025, by 12:00 PM PT (Pacific Time).

All Vendors planning to attend the Bidders Conference and Walk-Through should pre-register by 10:00 AM PT on Wednesday, November 12, 2025. A photo identification will need to be presented the day of the Bidders Conference and Walk-Through for all attendees. Each attendee must complete and submit a signed Attachment # 4 - Confidentiality Statement via email at Marisa.Lai@ftb.ca.gov with a Cc to Doral.Valley@ftb.ca.gov no later than 10:00 AM PT on Wednesday, November 12, 2025.

In order to reduce the spread of viruses (including COVID) please follow these steps:

· Self-screen by taking your temperature and recognizing symptoms of COVID. If you have any symptoms or have a recorded temperature of greater than 100.4 degrees, please do not attend the Bidders Conference and Walk-Through.

· Wash hands often with soap and water for at least 20 seconds, especially after blowing nose, coughing, or sneezing, or having been in a public place.

· Wearing a face covering/mask while on FTB campus is recommended, but not required.

Written Questions

1. Every attempt has been made to produce complete specifications for this service. Should the Bidder discover any ambiguity, conflict, omission or other error in the IFB, or have any questions concerning interpretation or clarification, the Bidder shall immediately notify the State of such in writing and request clarification or modification of the document. All questions or concerns regarding this IFB must be sent in writing via email to the contact person listed on page one (1) of this IFB. All questions must be received on or before the date indicated in the Key Action Date, and include the Bidder’s name, the business name, phone number, and this IFB name and number. Questions not submitted by the Key Action Date shall be answered at FTB’s option.

2. Upon FTB completion of review, all questions will be answered in writing and posted to the original advertisement on the Cal eProcure website by the Key Action Date identified above. The Question and Answer Set will state each question, but not the source of the question, along with the State’s response. If there are any changes to the IFB as a result of any questions, there will be an IFB addendum that will become part of the IFB, and posted to the original IFB advertisement on Cal eProcure. Only written responses shall be considered binding. Bidders should rely on written, rather than verbal, responses from the State. The State reserves the right to cancel or modify this IFB, in whole or in part.

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

Submission of Bid Bidders are required to submit an electronic bid response to the following email addresses: Marisa.Lai@ftb.ca.gov and Cc Doral.Valley@ftb.ca.gov by the due date and time identified in the Information and Bidder Requirements, Section D . Key Action Dates. Bids not received by the due date and time specified, will be rejected. Please maintain a record of your emailed bid response as proof of timely submittal. Emails will be opened during the Public Bid Opening on the date identified in the Information and Bidder Requirements, Section D. Key Action Dates.

The subject line of the bid response email should read: IFB FTB-2526-PW-073 Bid Response -(Your Company’s Name)

Bids are to be sent electronically to the following email addresses: Marisa.Lai@ftb.ca.gov, Cc Doral.Valley@ftb.ca.gov.

1. The State reserves the right to consider authorized emailed bid responses as properly “sealed” if received prior to the due date and time specified. Authorized emailed bid responses will be considered only if they are sent to the email address listed above. Bid responses sent to any other email address (unless otherwise specified) will not be considered. To be considered, all pages of an emailed bid response must be completely received prior to the bid response due date and time identified in the Information and Bidder Requirements, Section D, Key Action Dates.

2. All bids shall include the required documents. Bids not including the “required attachments” may be deemed non-responsive and cause for rejection. A non-responsive bid is one that does not meet the basic bid requirements.

3. All documents in the original bid requiring a signature must bear an original signature of a person authorized to bind the bidding firm.

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

5. More than one bid from an individual, a firm or partnership, a corporation, or an association under the same or different names will not be considered. Reasonable grounds for believing that any Bidder is interested in more than one bid for the work contemplated will cause the rejection of all bids in which such Bidder is interested. If there is reason for believing that collusion exists among the vendors, none of the participants in such collusion will be considered in this or future bids.

6. 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 State may reject any or all bids, and may waive an immaterial deviation in a bid. Errors or omissions in the Bidder’s bid, if deemed material, will cause rejection of the bid. The State may at its sole option retain the bid and correct certain immaterial errors, including obvious clerical errors. The State’s 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.

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

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

9. A Bidder may modify or withdraw a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the bid submission deadline. Bidder modifications offered in any other manner, verbal or written, will not be considered.

10. The State may modify the IFB prior to the date fixed for submission of bids by the issuance of an addendum posted to the original advertisement on the Cal eProcure website.

11. The State is not required to award an Agreement. The State reserves the right to reject all bids.

12. Before submitting a response to this solicitation, bidders should review, correct all known errors and confirm compliance with the IFB requirements. Review the Bidders Instructions (GSPD-451) for additional information.

13. Where applicable, the Bidder should carefully examine work sites and specifications. The Bidder shall investigate conditions, character, and quality of surface or subsurface materials or obstacles that might be encountered. No additions or increases to the Agreement amount will be made due to inaccurate examination of work sites and specifications.

14. The State does not accept alternate Agreement language from a prospective bidder. A bid with such language shall be considered a counter bid and will be rejected. The State’s General Terms and Conditions (GTCs) are not negotiable.

15. No verbal understanding or agreement shall be binding on either party.

Public Bid Opening A virtual public bid opening is scheduled for Monday, November 24, 2025, at 11:30 AM PT via Microsoft Teams. The public bid opening is for the purpose of announcing the “Grand Total” from Attachment 3 as submitted on each Bidder’s Bid Cost Sheet. For Bidders that want to attend the Bid Opening, contact the Procurement Official at Marisa.Lai@ftb.ca.gov and Cc Doral.Valley@ftb.ca.gov to provide your email address no later than Wednesday, November 19, 2025, at 12:00 PM PT so that an invitation to the Microsoft Teams meeting can be provided.

Evaluation and Selection

1. The State will put each bid through a process of evaluation to determine the responsiveness of bidders to the State’s needs. The final selection will be made on the basis of the responsive and responsible bid with the lowest cost to the State. The State is not required to award an Agreement.

2. In the event of a precise tie between a certified small business and a certified disabled veteran owned business that is also a small business, the contract shall be awarded to the disabled veteran owned small business, per Government Code 14838 (f); 2 California Code of Regulations 1896.8(f). For all other ties, a witnessed drawing of lots will be conducted by the Procurement Official. If a drawing of lots is needed, the Procurement Official will schedule and arrange for the drawing and non-partisan witnesses.

3. During the evaluation of bids, the State may ask the bidder to clarify their submitted information but will not allow the bidder to change their bid.

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

5. 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.

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 or electronic facsimile transmission, five (5) working days prior to the award of the agreement.

2. Upon written request by any bidder, a notice of intent to award shall be published on Cal eProcure in the same location as the solicitation was published for a period of five (5) working days prior to awarding an Agreement: Bid opportunities in the California State Contracts Register(CSCR).

3. If, prior to the award of agreement, any bidder files a protest with FTB and the Department of General Services (DGS) against the awarding of the agreement on the grounds that the (protesting) bidder is the lowest responsive responsible bidder meeting the specifications of the IFB, the agreement shall not be awarded until either the protest has been withdrawn or DGS has decided the matter.

4. Within five (5) days after filing the initial protest, the Protestant shall file with DGS and the awarding agency a full and complete written statement specifying the grounds for the protest. The written statement of protest shall include the IFB number, the name of the State agency involved and the agency contact person, and should be submitted to the following: Department of General Services, Office of Legal Services, Attention: Bid Protest Coordinator, 707 Third Street, 7th Floor, Suite 7-330, West Sacramento, California 95605 Email: OLSProtests@dgs.ca.gov and Franchise Tax Board, Procurement Bureau, Attention: Marisa Lai and Doral Valley, 9646 Butterfield Way, Sacramento, California 95827 Emails: Marisa.Lai@ftb.ca.gov and Cc Doral.Valley@ftb.ca.gov. It is suggested that you submit any protest by certified or registered mail.

Disposition of Bids After award of the Agreement or rejection of bids, all responses will be regarded as public records under the California Public Records Act and will be subject to review by the public. Any bid that contains language purporting to render all or portions of the bid confidential may not be accepted. (Government Code §6250 et seq.) However, information pertaining to data security, system design or security controls whose public release could compromise the Bidder’s system security and data integrity should be clearly marked both in the bid and on the bid submittal outline.

Bidders are cautioned not to rely on the State during the evaluation to discover and report to the Bidder’s defects and errors in the submitted documents. Bidders, before submitting their documents, should carefully proof them for errors and adherence to the bid requirements.

Agreement Execution and Performance Service shall be available no later than five (5) business days after FTB notifies the Contractor that the Agreement has been fully executed and all approvals have been obtained, or on the starting date agreed to by FTB and the Contractor at the time of contract award, whichever is later. Notification shall be written and may be sent by email. Should the Contractor fail to commence work at the required time, FTB will notify the Contractor in writing of the default and specify a date [not sooner than five (5) business days from the date of the notice] by which the Contractor must cure the default by beginning the performance of services. Notification may be sent by email. If the Contractor fails to commence work by the date specified in FTB’s notice of default, FTB may terminate the Agreement. In addition, the Contractor shall be liable to the State for the difference between the Contractor’s bid price and the actual cost for performance of the work by the second lowest bidder or by another Contractor.

Payee Data Record The successful bidder will be required to submit a Payee Data Record, STD. Form 204 listing their Taxpayer Identification Number. Acceptable verification results are required prior to contract award. The Std. 204, Payee Data Record, will be used to determine if the Contractor is subject to a seven percent (7%) State Income Tax withholding pursuant to California Revenue and Taxation Code Sections 18662, 18805, and 26131.

Payments to nonresidents may be subject to withholding. Please refer to reverse side of Payee Data Record or, for complete details, please see the applicable forms and instructions found on FTB’s Nonresident Withholding page.

When completing this form, please note legal business name provided must match the business name that will appear on invoice. Additionally, the mailing address provided on this form must match the address that will appear on invoice. No payment shall be made unless this form has been returned completed. Refer to the following link:

http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf Payee Data Record Supplement The STD.205 must be used to provide the bidder’s remittance address information if different than the mailing address on the STD 204. This form allows bidders to provide up to five (5) additional remittance addresses and identify up to three (3) additional authorized representatives for the payee. Refer to the following website link for more details:

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf Contractor Certification Clauses All Contractors must complete the Contractor Certification Clauses (CCC) and include it with the response. Refer to the following link: https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language Darfur 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.

If your company has not, within the previous three years, had any business activities or other operations outside of the United States, you do not need to complete this form.

https://www.dgs.ca.gov/-/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/Darfur-Contracting-Act.pdf Generative Artificial Intelligence (GenAI) The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI tools, while balancing the risks of these new 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 Definitions for GenAI.

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

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.

Commercially Useful Function All certified small business, micro business, and/or DVBE contractors, subcontractors or suppliers must meet the commercially useful function requirements under Government Code Section 14837 (for SB), Military and Veterans Code Section 999 (for DVBE), and Title 2 CCR, Section 1896.4 and 1896.62. 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 the transaction, the awarded Contract, or project through which funds are passed to obtain the appearance of small business or micro business participation.

The Bidder must complete a Commercially Useful Function (CUF) Certification for each Small Business and/or DVBE (prime and/or subcontractor(s)). All Bidders and subcontractors identified in the bid response to fulfill the requirements for one (1) or more of the socio-economic programs (DVBE and small business) must perform a commercially useful function (CUF) in the resulting Contract. CUF is defined pursuant to Military and Veterans Code §999(b)(5)(B) and Government Code §14837(d)(4)(A) for the DVBE and small business programs, respectively. See Attachment # 5 to complete form.

Bidders may be required to submit additional written clarifying information regarding CUF. Failure to submit the requested written information as specified may be the basis for rejection of the Bidder’s bid submission.

Executive Order N-6-22 – Russia Sanctions On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

Insurance Requirements The Contractor shall, at its own expense, maintain Workers’ Compensation Insurance and General Liability Insurance which must include personal injury coverage for all employees engaged, throughout the term of the Agreement. Contractor will be required to submit the necessary insurance certification within ten (10) business days of Notification of Award or prior to start of service, whichever comes first (see Exhibit E for additional insurance language).

Declaration and Preference Programs

1. Bidder Declaration All suppliers must complete the Bidder Declaration form GSPD-05-105 and include it with the response to list any subcontracting opportunities.

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

2. For this procurement, the participation goal is waved. For the purpose of this solicitation, the DVBE participation requirement and the DVBE incentive requirement have been waived.

V. Required Documents In order to be considered responsive, the bid must be complete. The Bidder must return all required documents listed on Attachment 1, “Required Documents Checklist,” and any optional attachments for which the Bidder may qualify.

ATTACHMENTS

ATTACHMENT 1- REQUIRED DOCUMENTS CHECKLIST

A complete bid or bid package will consist of the items identified below. Complete this checklist to confirm the items in your bid. Place a check mark or “X” next to each item that you are submitting to the State. For your bid to be responsive, all required attachments/documents must be returned. This checklist should be returned with your bid package. Failure to return all required forms may cause your bid to be rejected.

|_| Yes

|_| Yes

|_| Yes

|_| Yes

|_| Yes |_| N/A

|_| Yes

|_| Yes

|_| Yes

|_| Yes

*If applicable, this is required to be complete and submitted with your bid.

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. Electronic signatures are acceptable. The bid must be sent electronically in accordance with the IFB instructions.

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

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

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

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

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

14. Are you certified with the Department of General Services, Office of Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) 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:

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:

Revised September 2025 Revised September 2025

ATTACHMENT 3 – BID COST SHEET

BIDS SUBMITTED WITHOUT THIS COST SHEET WILL BE REJECTED. The bid cost data shall be provided based on the information indicated below.

The awarded contractor is to provide as part of the firm-fixed price Agreement all labor, equipment, tools, materials, parts, supplies, supervision, and any other items and services necessary to accomplish the tasks and services described in Exhibit A, Scope of Work (SOW) in this IFB.

Please note: You may include a quote on company letterhead in addition to, but not in lieu of completing this worksheet.

Our all-inclusive bid cost to the Franchise Tax Board for Bid Log # IFB-FTB-2526-PW-073 is as follows:

Table A Line

Phase

From Location

To Location

Estimated Cost

Transfer of items from Section B, *Location 1 to 2.

1212 Ave of the Americas, Suite 300

(3,071 SF)

1212 Ave of the Americas, Suite 401 (8,263 SF)

Relocation of items from Section B *Location 2 to 3.

1212 Ave of the Americas, Suite 401

(8,263 SF)

1180 Ave of the Americas, Suite 900 (12,265 SF)

GRAND TOTAL

Table B

Line

Description Standard Rate Per Hour

Weekend Rate per Hour

Overtime Rate per Hour Holiday Rate Per Hour

*Locations are identified in page 20 of this IFB, specifically Exhibit A, Scope of Work, Section B, Locations.

Note: The estimated cost listed in Table A shall be binding and enforceable for the entire term of the agreement and will be used to calculate the Grand Total of this bid. Furthermore, the Hourly Rates (Standard, Weekend, Overtime, and Holiday Rates) for Unanticipated Tasks listed in Table B are also binding for the duration of the agreement, but not included in the Grand Total calculation.

The term “Holiday” shall refer to holidays recognized by the State of New York identified in Exhibit A, SOW in this IFB.

ATTACHMENT 4 – CONFIDENTIALITY STATEMENT

As an authorized representative and/or corporate officer of the company named below, I warrant my company and its employees will not disclose any documents, diagrams, information and information storage media made available to us by the State for the purpose of responding to IFB FTB-2526-PW-073 or in conjunction with any Contract arising there from. I warrant that only those employees who are authorized and required to use such materials will have access to them.

I further warrant that all materials provided by the State will be returned promptly after use and that all copies or derivations of the materials will be physically and/or electronically destroyed. I will include with the returned materials, a letter attesting to the complete return of materials, and documenting the destruction of copies and derivations. Failure to so comply will subject this company to liability, both criminal and civil, including all damages to the State and third parties. I authorize the State to inspect and verify the above.

I warrant that if my company is awarded the Contract, it will not enter into any agreements or discussions with a third party concerning such materials prior to receiving written confirmation from the State that such third party has an agreement with the State similar in nature to this one.

Signature of Representative Date

Typed Name of Representative

ATTACHMENT 5 – COMMERCIALLY USEFUL FUNCTION (CUF) CERTIFICATION

All certified small business (SB), microbusiness (MB), and/or DVBE Contractors, subcontractors or suppliers must meet the commercially useful function requirements under Government Code Section 14837(d)(4) (for SB), and Military and Veterans Code Section 999(b)(5)(b) (for DVBE) and Title 2 CCR, Section 1896.4 and 1896.62. A California certified SB, MB, or DVBE business must be deemed to perform a Commercially Useful Function (CUF) by meeting ALL of the following CUF requirements for Contract award consideration.

Answer questions 1-5 below, as they apply to your company for the goods and/or services being acquired in this solicitation.

COMMERCIALLY USEFUL FUNCTION (CUF) CERTIFICATION

The Bidder must complete this form and include it in their bid package. One (1) certification is to be completed for the Bidder and one (1) certification is to be completed for each subcontractor proposed by the Bidder.

Bidder Name:

Subcontractor Name:

A California certified SB, MB, or DVBE business must be deemed to perform a Commercially Useful Function (CUF) by meeting ALL of the following CUF requirements for Contract award consideration.

Answer questions 1-5 below, as they apply to your company for the goods and/or services being acquired in this solicitation.

4. Is responsible, with respect to products, inventories, materials, and supplies required for the Contract, for negotiating price, determining quality and quantity, ordering, installing, if applicable, and making payment.

If this is a SERVICE with NO goods involved, check N/A and go to #5.

or N/A ☐

If the answer to any of the five (5) questions is “NO” (except for #4 when marked with “N/A”), may result in your bid being deemed non-responsive. At the State’s option prior to award, Bidders may be required to submit additional written clarifying information.

SAMPLE OF STANDARD AGREEMENT, STD 213

The attached sample Standard Agreement includes all of the information applicable to this IFB:

· STD 213 STANDARD AGREEMENT

· EXHIBIT A – SCOPE OF WORK

· EXHIBIT B – BUDGET DETAIL AND PAYMENT PROVISIONS

· EXHIBIT C – GTC 02/2025, GENERAL TERMS AND CONDITIONS (Incorporated by reference and made part of this agreement per link on first page of STD 213)

· EXHIBIT D – SPECIAL TERMS AND CONDITIONS

· EXHIBIT E – ADDITIONAL PROVISIONS

Revised September 2025 Page 4 of 26

EXHIBIT A – SCOPE OF WORK

A. INTRODUCTION

This Agreement is entered into between the California Franchise Tax Board (hereinafter referred to as “FTB” or the “State”) and TBD (hereinafter referred to as the “Contractor”). The Contractor agrees to provide FTB with all services, labor, tools, transportation, and equipment required for the relocation of various office materials including, but not limited to chairs, cabinets, IT equipment, etc.

B. LOCATIONS

Services shall be performed at the following Franchise Tax Board field office locations:

1. 1212 Avenue of the Americas, Suite 300 New York, NY 10036 (3,071 Square Feet)

2. 1212 Avenue of the Americas, Suite 401 New York, NY 10036 (8,263 Square Feet)

3. 1180 Avenue of the Americas, Suite 900 New York, NY 10036 (12,265 Square Feet)

C. DESCRIPTION OF SERVICES

1. FTB requires all labor and equipment necessary to relocate contents identified in this Agreement. The relocation services for the locations identified in Exhibit A, Section B. Locations, shall be performed in two (2) Phases as follows:

a. Phase 1:

Transfer of items from Section B. Locations 1 to 2.

b. Phase 2:

Relocation of items from Section B. Locations 2 to 3.

2. All services shall be completed by the following dates and times:

a. Phase 1 by December 19, 2025, 11:59 PM ET.

b. Phase 2 by July 31, 2026, 11:59 PM ET.

FTB will coordinate with Contractor to schedule mutually agreed upon dates and times for service performance. Once mutually agreed upon schedules are determined and provided by FTB to Contractor in writing, the Contractor shall perform and complete the services by the deadline for each service scheduled.

3. Timely services must be provided to ensure FTB has limited interruption of business operations and in accordance with each location’s requirements and timelines. All services shall be performed in accordance with the provisions detailed in this Agreement and all services detailed shall be in accordance with applicable state (New York) and local ordinances, and Federal laws regarding labor in public buildings. Should any specifications in this Agreement fail to comply with such ordinances or laws, the Contractor shall be required to comply with statutes at no extra cost to FTB.

4. Core business hours for locations 1 and 2 are Monday through Friday, 08:00 AM ET – 05:00 PM ET. Outside of core business hours are evenings (05:01 PM ET – 11:59 PM ET), early mornings (12:00 AM ET – 07:59 AM ET), weekends (Saturday and Sunday), and New York State holidays.

Core business hours for location 3 are Monday through Friday, 08:00 AM ET – 06:00 PM ET. Outside of core business hours are evenings (06:01 PM ET – 11:59 PM ET), early mornings (12:00 AM ET – 07:59 AM ET), weekends (Saturday and Sunday), and New York State holidays.

Current New York State holidays are as follows:

a. New Year’s Day

b. Martin Luther King Jr. Day

c. Lincoln’s Birthday

d. Washington’s Birthday

e. Memorial Day

f. Juneteenth

g. Independence Day

h. Labor Day

i. Colombus Day/Indigenous Peoples’ Day

j. Election Day

k. Veteran’s Day

l. Thanksgiving Day

m. Christmas Day

D. CONTRACTOR RESPONSIBILITIES

1. Contractor shall perform and complete all services by the deadlines specified in Exhibit A, Section C. Description of Services.

2. Contractor shall coordinate with FTB Facilities Management Section (FMS) Representative(s) listed in FTB Points of Contacts to gain access to each office location. Contractor must be present with an FTB representative while in each suite.

3. Contractor must recognize materials marked as confidential and wait for an escort before moving such items.

4. Contractor shall provide all necessary labor, tools, equipment, supplies, workwear, transportation, and machinery to complete each transfer and relocation request as outlined in this Agreement. This includes moving materials, such as, but not limited to, moving boxes, crates, labels, bubble wrap, shrink wrap and related supplies. Moving boxes, crates and labels to be provided in advance.

5. Contractor shall use tools, supplies, workwear, transportation, and equipment that are in good working order and adequate for the services required.

6. Contractor shall use equipment designed to prevent damage to the building including, but not limited to, wall coverings, corner guards, floor protection, elevator and doorway protection.

7. Contractor shall pack and protect electric equipment, such as, but not limited to switches, servers, UPS, routers and other network equipment. Transporting these items first before any other items.

8. Contractor shall provide protection all electronic equipment such as, but not limited to mice, keyboards, and connecting wires, that must be placed in clear plastic bags provided by contractor. CPUs, monitors, speakers, and printers will be wrapped with bubble and shrink wrap protection and placed into commercial bins, if possible. Contractor shall provide protection around all conventional furniture designated for the new location.

9. Contractor shall pick up and recycle/dispose of all moving supplies 3-5 days after the move.

10. Contractor shall be responsible for cleaning including, but not limited to, vacuuming, sweeping, and mopping each suite identified in this Exhibit A, Section B. Locations 1 and 2, once vacant.

11. Contractor shall load the specific list of items to be relocated onto Contractor’s own vehicle designed to transport all items labeled for relocation.

12. Contractor shall be available to perform services outside of core business identified in this Exhibit, Section C, Description of Services.

13. Contractor shall only have use of the freight elevators outside of core business hours and by reservation only. Reservations for the freight elevators shall be made at least forty-eight (48) hours in advance. Contractor shall coordinate with FTB FMS Representative(s) to schedule services requiring use of freight elevator(s).

14. Contractor’s authorized representative shall sign, notarize, and return to the FTB Contract Managers, via e-mail, the Indemnity Agreement as identified in Exhibit F – Indemnity Agreement of the Contractor. No work will be permitted at the premises for locations 1 and 2. as identified in this Exhibit A, Section B. Locations, until an Indemnity Agreement is properly executed, received, and approved by the lessor of said locations.

15. Contractor shall provide an insurance certificate confirming adequate coverages as specified in Exhibit E – Additional Provisions. No work will be permitted at the locations identified in this Exhibit A, Section B. Locations until an insurance certificate is received and approved by both the lessor of said locations and FTB.

16. Contractor shall provide a detailed work schedule in writing, including a list of all workers, to the FTB FMS Representative(s) as is required to provide to the building management office at location 3 prior to beginning services at this location in order for access to be granted.

17. Contractor and Contractor personnel shall present a valid photo ID to the security guard at the 3 location each time services are to be performed at this location.

E. FTB RESPONSIBILITIES

1. Upon award of the contract, the designated FTB FMS Representative(s) will initiate contact with the Contractor to coordinate and schedule mutually agreed upon dates for transfer and relocation services for the locations identified in this Exhibit A, Section B. Locations. Once schedules are determined, FTB will provide the Contractor a copy of the schedules in writing.

2. FTB shall utilize and coordinate with onsite security to provide Contractor with access to the locations within each building and the suites where FTB requires services.

3. FTB shall arrange items for transfer and relocation within each suite in common areas and label them for easy identification and access.

4. FTB shall coordinate with the Contractor to reserve parking access at each location as identified in this Exhibit A, Section C. Description of Services.

FTB shall reserve use of freight elevator(s) upon coordinating and confirming with Contractor the schedules to perform services that require freight elevator use.

5. FTB shall pack and unpack all personal and common area contents.

6. FTB shall disconnect all electronic equipment prior to move, including unplugging switches, servers, UPS, routers, and other network equipment.

7. FTB will provide a designated area and a suite map to ensure all labeled boxes are delivered to their respective spaces prior to scheduled move date

8. Upon receipt of the signed and notarized Indemnity Agreement as identified in Exhibit F – Indemnity Agreement of the Contractor, FTB shall provide a copy to the lessor, Stawski Partners, for approval. Once approved FTB will notify the Contractor via e-mail correspondence.

F. UNANTICIPATED TASKS

This Agreement may include Unanticipated Tasks, the cost of which shall be calculated on a time-and-materials basis or as a fixed-fee (as approved by FTB) and shall not exceed five percent (5%) of the total Agreement value. Unanticipated Tasks may include services or work products not specifically set forth in this Agreement, but which are subsequently identified as in-scope and necessary for the successful performance and completion of the services described in this Agreement. Prior to commencement of any work being performed for Unanticipated Tasks, the Contractor shall receive an approved FTB Work Authorization (refer to Exhibit A-1 – FTB Work Authorization “Sample”) for such work. The unit costs or labor rates for Unanticipated Tasks shall not exceed the rates as stated in Exhibit B – Budget Detail and Payment Provisions, Table B..

FTB Work Authorizations for Unanticipated Tasks shall include the Contractor’s estimated number of hours required to complete the work, multiplied by the hourly rate specified in Exhibit B – Budget Detail and Payment Provisions to reach the final fixed fee. The State shall authorize release of payment for any FTB Work Authorizations upon FTB’s acceptance of the criteria specified in the approved FTB Work Authorization in accordance with the costs specified in Exhibit B – Budget Detail and Payment Provisions and the payment provisions set forth in Exhibit B – Budget Detail and Payment Provisions.

1. It is understood and agreed by both parties to this Agreement that all the terms and conditions of this Agreement shall remain in force, with the inclusion of any such FTB Work Authorization. Such FTB Work Authorization shall in no way constitute a new or separate contract. Nor shall such FTB Work Authorization in any way amend or supersede any of the other provisions of this Agreement.

2. Each FTB Work Authorization shall consist of a detailed statement of the purpose, objective, or goals to be undertaken by the Contractor, the job classification or approximate skill level of the personnel to be made available by the Contractor, an identification of all significant material to be developed by the Contractor and delivered to the State, an identification of all significant materials to be delivered by the State to the Contractor, an estimated time schedule for the provisions of these services by the Contractor, completion criteria for the work to be performed, the name or identification of the Contractor personnel to be assigned, the Contractor's estimated work hours required to accomplish the purpose, objective or goals, the Contractor's contracted billing rate per work hour, and the Contractor's estimated total cost of the FTB Work Authorization.

3. All FTB Work Authorizations shall be in writing and signed by the Contractor and the State prior to beginning work.

4. The State has the right to require the Contractor to stop or suspend work on any FTB Work Authorization.

5. Personnel resources shall not be expended at a cost to the State on task accomplishment in excess of estimated work hours required, unless the procedure below is followed:

a. If, in the performance of the work, the Contractor determines that an FTB Work Authorization to be performed under this Contract cannot be accomplished within the estimated work hours, the Contractor shall immediately notify the State in writing of the Contractor's estimate of the work hours which shall be required to complete the FTB Work…