IFB_No._113640.pdf

March 5, 2025

TO PROSPECTIVE BIDDERS

SUBJECT: INVITATION FOR BID (IFB) No. 113640

Both Live, Instructor-Led Online Training and Self-Paced On-Demand Information Technology Training Courses for the Employment Training Panel (ETP)

Term: July 1, 2025 through June 30, 2027

The Employment Training Panel (ETP) invites you to submit your bid for the above service in accordance with the attached Specifications.

If you wish to bid, see the Instructions to Bidders. If you make any additions or modifications to the IFB package, it may result in the rejection of your bid. The ETP reserves the right to reject any or all bids. Disabled Veteran Business Enterprise Participation and Incentive requirements are waived for this IFB.

Bids must be received and date stamped in the Contracts Services Group no later than

Thursday, March 20, 2025, by 3:00 p.m. (PT)

If you have any questions, please do not hesitate to contact me at Dannielle.Lecitona@edd.ca.gov

/s/DANNIELLE LECITONA Contract Analyst

Enclosures Cc: Kristi Wong mailto:Dannielle.Lecitona@edd.ca.gov

Exhibit Pages

Instructions to Bidders

A Scope of Work Attachment A-1, Specifications Attachment A-2, State of California Holiday Schedule

B Budget Detail and Payment Provisions……………………………………….. 2

Attachment B-1, Course List

C *General Terms and Conditions – 02/2025

D Special Terms and Conditions

E STD 213, Sample Standard Agreement

F Cost Proposal

G Bidder Declaration

H Contractor Certification Clauses

I Certification Regarding Debarment …………….…………………………….. 2

J Darfur Contracting Act Certification ……………………………………………. 2

K STD 204, Payee Data Record ……………………………………………

L STD 205, Payee Data Record Supplement ………………………………… . 2

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

Employment Development Department 722 Capitol Mall, MIC 62-C

P.O. Box 826880 Sacramento, CA 94280-0001

Invitation for Bid No. 113640

Bid Due Date: March 20, 2025 Time: 3:00 p.m. (PT)

IFB No. 113640

STATE OF CALIFORNIA

EMPLOYMENT DEVELOPMENT DEPARTMENT

INSTRUCTIONS TO BIDDERS

INVITATION FOR BID (IFB) REQUEST

1. Submission of Bids

a. Failure to read these instructions, the Specifications, and the Terms and Conditions included in this bid package will be at the bidder's risk. Written instruction(s) regarding the submission of bids shall take precedence over any verbal instruction(s).

b. Bidders shall complete, sign, and return all of the following documents listed below: The exterior of your envelope must clearly be noted: “INVITATION FOR BID, DO NOT

OPEN IN MAIL ROOM, IFB NO. 113640.”

Exhibit F Cost Proposal

Exhibit G Bidder Declaration

Exhibit H Contractor Certification Clauses (CCC 04/2017)

Exhibit I Certification Regarding Debarment

Exhibit J Darfur Contracting Act Certification, if applicable

Exhibit K Payee Data Record, STD 204

Exhibit L Payee Data Record Supplement, STD 205, if applicable

Secretary of State Certification of Status, is required if your company is a Corporation, Limited Liability Company (LLC), or Limited Partnership (LP). (Refer to Registered To Do Business in California of these Instructions For Bidders).

c. Documents must be signed by an authorized representative of the bidder’s firm. The forms must be completed in ink or typewritten. If errors are made, they must be crossed out and corrections printed in ink or typewritten adjacent to error. Corrections must be initialed in ink by person signing the bid forms.

d. The EDD reserves the right to reject any or all bids and may waive any immaterial deviation or defect in the bid. The EDD’s waiver of any immaterial deviation or defect shall in no way modify the solicitation documents, or excuse the bidder from full compliance with the solicitation specification if awarded the contract. The EDD is not required to award an agreement.

e. Bid packages must be received and time stamped in Contract Services Group no later than 3:00 p.m. (PT) on the bid closing date of March 20, 2025. Signed copies of the sealed bid package are to be mailed or delivered to:

Regular, Overnight and/or Express Delivery:

Employment Development Department Mail Services 722 Capitol Mall, Room 2071 Sacramento, CA 95814 Attn: Dannielle Lecitona, MIC 62-C

Email Delivery:

Dannielle.Lecitona@edd.ca.gov

Bids received and time stamped after 3:00 p.m. (PT) on the bid closing date of March 20, 2025, will be considered "late" and will be returned to sender.

4. Online Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) Certification Process

California’s SB and DVBE firms can now file their applications and get certified online via the Department of General Services website at: https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-List-Folder/Register-Apply-or-Renew-a-Small- Business-and-Disabled-Veteran-Business-Enterprise. Small Businesses and DVBEs can access the numerous benefits that come along with certification in a more timely and efficient manner.

5. Replacement of Disabled Veteran Business Enterprise Subcontractors

If for this Agreement, Contractor made a commitment to achieve Disabled Veteran Business Enterprise (DVBE) participation, then Contractor must within 60 days of receiving final payment under this Agreement (or within such other time period as may be specified elsewhere in this Agreement) certify in a report to the awarding department: (1) the total amount the prime Contractor received under the Agreement; (2) the name and address of the DVBE(s) that participated in the performance of the Agreement; (3) the amount each DVBE received from the prime Contractor; (4) that all payments under the Agreement have been made to the DVBE(s), and (5) the actual percentage of DVBE participation that was achieved. A person or entity that knowingly provides false information shall be subject to a civil penalty for each violation (Military & Veterans Code section 999.5(d)).

Contractor understands and agrees that should award of this Agreement be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid or offer, per Military and Veterans Code section 999.5(e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Department of General Services (DGS).

Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by contract amendment.

Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for contract termination, recovery of damages under rights and remedies due to the State and penalties as outlined in Military and Veterans Code section 999.9; Public Contract Code section 10115.10 or P.C.C. § 4110 (applies to public works only).

mailto:Dannielle.Lecitona@edd.ca.gov

6. Award of the Agreement

a. Award will be made to the lowest responsible bidder meeting specifications and offering to supply the services described. The firm submitting the lowest responsible bid may be required to submit evidence that they have available, as needed, sufficient resources to provide the necessary equipment and personnel to enable them to meet the requirements of the Contract, and may also be required to furnish information as to their financial responsibility.

b. It is understood and agreed that following the award of the Contract, the successful bidder shall agree to comply with all Exhibits attached herein, and provide the required documents requested (i.e., bonds, insurance certificates, etc.) in order for the EDD to complete the execution of a Standard Agreement (STD. 213).

c. Small Business/Microbusiness (SB/MB) and Small Business/Nonprofit Veteran

Service Agency (SB/NVSA) Certification Preferences

A SB/MB and SB/NVSA Certification Preferences are applicable to the award of this contract.

(1) Certified SB/MB and SB/NVSAs may claim preference when submitting a bid on this

Contract. The preference is equal to five percent (5%) of the lowest responsible bid.

When the lowest responsible bid is not submitted by a certified small business, the preference becomes applicable. Please note that the preference is used for computation purposes only (to a maximum amount of $50,000) in determining the successful bidder. It does not alter the amount of the resulting contract.

(2) To learn more about the SB/MB and SB/NVSA Preference Programs and how your business might qualify, contact the Office of Small Business and DVBE Services at

(916) 375-4940.

d. California Certified Small Business Subcontractor Preference

A five percent (5%) bid preference is available to a non-small business claiming twenty-five percent (25%) California certified small business subcontractor participation. If claiming the non-small business subcontractor preference, the bid response must include a list of the small business(es) with which you commit to subcontract in an amount of at least twenty-five percent (25%) of the net bid price with one or more California certified small businesses. Each listed certified small business must perform a “commercially useful function” in the performance of the contract as defined in Government Code section 14837(d)(4).

The required list of California certified small business subcontractors must be attached to the bid response and must include the following: 1) subcontractor name; 2) address;

3) phone number; 4) a description of the work to be performed and/or products supplied;

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

Bidders claiming the five percent (5%) preference must commit to subcontract at least twenty-five percent (25%) of the net bid price with one or more California certified small businesses. Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Services no later than 5:00 p.m.

on the bid due date, and the Office of Small Business and DVBE Services must be able to approve the application as submitted. Questions regarding certification should be directed to the Office of Small Business and DVBE Services at (916) 375-4940.

7. Rejection of Bids

a. If the bid is received after the exact time and date as stipulated in the bid package, the bid shall be rejected.

b. If it is found that a bidder is not responsible (i.e., has not paid taxes; has no business license; has submitted a bid when the bidder’s license is suspended on the date of the bid opening and/or award of the Contract, or during the proposed term of the Agreement;

submitted a bid without an authorized signature; falsified any information in the proposal package or has provided poor performance on a previous contract with EDD, etc.), the bid/proposal shall be rejected.

c. If it is found, upon license verification with the Contractor's State Licensing Board, that a bidder's license is suspended on the date of the bid opening and/or award of the contract, or during the proposed term of the Agreement, the proposal shall be considered nonresponsive and shall be rejected.

d. The EDD reserves the right to reject any and all bids and to waive any immaterial deviation or defect in the bid. The EDD’s waiver of any immaterial deviation or defect shall in no way modify the bid document or excuse the bidder from full compliance with the solicitation document specifications if awarded a Contract.

8. Tie Bids

In the event of a tie between two bidders, a coin toss will be used to determine the winner.

Any coin toss shall be observed by witnesses, and the tied bidders would be invited to have representatives present.

9. Subcontractors

No subcontracting will be allowed to circumvent competitive bidding. A certified Small Business/Microbusiness, Small Business/Nonprofit Veteran Service Agency or a certified Disabled Veteran Business Enterprise will only be permitted to subcontract in order to meet Department requirements and/or preferences. The subcontracting services and amount shall not exceed 25 percent (25%) of the bid. The Contractor shall be solely responsible for fulfilling the requirements of the bid. If it is anticipated that subcontractors will be used, the bid must include the name(s) of person(s) or firm(s), and must specify the portions and monetary percentages of the work to be done by them.

10. Subcontractors Substitution

If EDD gives written approval to subcontract, Public Contract Code section 4107 authorizes an awarding authority to consent to substituting a subcontractor when the subcontractor listed in the bid fails or refuses to execute a written Contract for the Scope of Work specified in the subcontractor's bid, and at the price specified in the subcontractor's bid.

11. Disposition of Bids

All material submitted in response to this bid package will become the property of EDD and will become a public record after Award.

12. Grounds For Protest

a. Those who may protest are as follows:

• For RFQ/IFBs, the lowest responsible bidder meeting the specifications (if not awarded the Contract).

• For RFPs, any proposer who claims he/she should have been awarded the contract if EDD had scored his or her proposal correctly, or if the agency had correctly followed the procedures specified in the P.C.C.

b. There is no protest if the awarding agency rejects all bids or proposals, based on the interest of the State.

13. Protest Exclusions

The State has no jurisdiction to consider a protest when:

• The Contract is considered a public works contract.

• The Contract award is for a type of contract not subject to the protest procedures. This category includes contracts for maintenance, modification, and so forth of real or personal property, including equipment and contracts for professional services under Government Code section 4525.

• The protestant was not the lowest responsible bidder or the highest-scored proposer.

• The protestant was not a bidder or proposer, and seeks to contest the award. The only recourse in this case is through the civil courts.

• The protest was not submitted in a timely manner.

• The grounds for the protest do not meet the permissible grounds stated in the P.C.C.

14. Notification of the Right to Protest

Unsuccessful bidders who wish to protest this award must submit a detailed, written statement of protest, including the IFB/RFP No., the name of the State agency involved, and the agency contact person. The protest must be submitted within five (5) working days following the bid opening. All protests must be submitted to both of the following:

Department of General Services

Office of Legal Services Attention: Bid Protest Coordinator

707 Third Street, 7th Floor, Suite 7-330 West Sacramento, CA 95605

Bid Protest Coordinator Email address: OLSProtests@dgs.ca.gov

Employment Development Department Contract Services Group

722 Capitol Mall, MIC 62-C Sacramento, CA 95814

FAX: (916) 319-1684

mailto:OLSProtests@dgs.ca.gov

15. Conditions and Commitment

By signing and submitting a bid package, the bidder acknowledges it has read, understood, and agrees to the following provisions:

a. General Terms and Conditions – 02/2025 available for viewing at: GTC 02/2025

b. Performing a Commercially Useful Function: In accordance with Government Code section 14837 and Military and Veterans Code section 999, all certified SB/MB or DVBE contractors, subcontractors and suppliers that bid on or participate in a state contract, regardless of whether it is a verbal or written solicitation must perform a Commercially Useful Function (CUF). A certified SB/MB or DVBE is deemed to perform a CUF if the business does all of the following:

• Is responsible for the execution of a distinct element of the work of the Contract.

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

• Performs work that is normal for this business services and functions.

• 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.

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

c. Payee Data Record, STD. 204

Revenue and Taxation Code section 18646 requires state agencies to file information tax returns (IRS Form 1099) for certain types of payments made to vendors. The successful bidder will be required to complete and submit a Payee Data Record, STD. 204 to EDD before processing payment for services. Upon completion of the work in a manner satisfactory to EDD, EDD agrees to make payments in accordance with the contract provisions.

d. California Taxpayer and Shareholder Protection Act of 2003

This solicitation and any resulting contract are subject to all requirements as set forth in the Public Contract Code section 10286 which includes, but is not limited to, providing written submission of a declaration stating that the supplier is eligible to contract with the State of California pursuant to statutory requirements.

Failure of the supplier to comply with and provide information, when requested by the awarding department within the time indicated, will cause the supplier's bid response to be considered nonresponsive and their bid will be rejected.

e. Registered To Do Business In California

Corporations, Limited Liability Companies (LLCs), and Limited Partnerships (LPs) must be registered with the California Secretary of State to be awarded a contract. The Secretary of State Certificate of Status must be included with the bid. The Secretary of State may be contacted as follows:

California Secretary of State

Division of Corporate Filing and Services 1500 Eleventh Street, Third Floor

Sacramento, CA 95814-5701 Certification Unit: (916) 657-5251 https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/GTC-Updates/GTC-225-February-2025.pdf

Required document(s) may also be obtained at the following website:

https://bizfileonline.sos.ca.gov/search/business

f. Prohibition of Tax Delinquents from Contracting

The State of California is prohibited from entering into any contracts for the acquisition of goods and services with persons whose name appears on either list of the 500 largest tax delinquencies pursuant to section 7063 or section 19195 of the Revenue and Taxation Code. Reference also to P.C.C. § 10295.4.

Bidder certifies that it is not included on the California Department of Tax and Fee Administration list at: https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm or the Franchise Tax Board list at: https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html

g. Loss Leader

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 California Business and Professions Code section 17030.

h. Declaration Forms

All bidders must complete the Bidder Declaration GSPD-05-105 and include it with the bid response.

Bidders who have been certified by California as a Disabled Veteran Business Enterprise Declaration (DVBE) (or who are bidding rental equipment and have obtained the participation of subcontractors certified by California as a DVBE must also submit a completed form(s) STD. 843 (Disabled Veteran Business Enterprise Declaration).

All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form(s). The completed form should be included with the bid response. At the State’s option prior to award, bidders may be required to submit additional written clarifying information. Failure to submit the requested written information as specified may be grounds for bid rejection.

i. Insurance Requirement

Contractor agrees the insurance herein provided for shall be in effect at all times during the term of this Agreement. In the event said insurance coverage expires at any time during the term of this Agreement, Contractor agrees to provide at least 30 days prior to said expiration date, a new certificate of insurance evidencing insurance coverage as outlined below for not less than the remainder of the term of this Agreement, or for a period of not less than one year. New certificates of insurance are subject to the approval of the Department of General Services, and Contractor agrees that no work or services shall be performed prior to the giving of such approval. In the event Contractor fails to keep in effect at all times insurance coverage as herein provided, EDD may, in addition to any other remedies it may have, terminate this Agreement upon the occurrence of such event. The Contractor shall provide written notice to EDD within five (5) business days of any cancellation, non-renewal, or material change that affects required insurance coverage.

https://bizfileonline.sos.ca.gov/search/business https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/index.html https://www.ftb.ca.gov/aboutFTB/Delinquent_Taxpayers.shtml http://www.boe.ca.gov/cgi-bin/deliq.cgi

The Contractor shall display evidence of the following coverage on an ACORD certificate:

j. General Liability Insurance – The Contractor shall furnish to EDD a certificate of insurance prior to commencement of work stating there is general liability insurance in effect for the Contractor in an occurrence form with limits not less than $1,000,000 per occurrence for bodily injury and property damage combined.

The certificate of insurance must include the following provision stating:

“The State of California, its officers, agents, employees and servants are included as additional insured, but only with respect to work performed for EDD under this Contract.” The additional insured endorsement must accompany the certificate.

k. Workers' Compensation and Employer’s Liability Insurance - The Contractor shall furnish to EDD a certificate of insurance evidencing Workers’ Compensation and Employers Liability Insurance presently in effect with limits not less than $1,000,000 by an insurance carrier licensed to write Workers' Compensation insurance in California. Such certificate shall include the name of the carrier and the policy inception and expiration dates. If the Contractor is self-insured for Workers’ Compensation, a certificate must be presented evidencing Contractor is a qualified self-insurer in the State of California.

l. Automobile Liability Insurance, if applicable - The Contractor shall furnish to EDD a certificate of insurance evidencing automobile liability insurance presently in effect for the Contractor of not less than $1,000,000 per accident while utilizing a motor vehicle in the performance of this contract. Such insurance shall cover liability arising out of a motor vehicle including owned, hired and non-owned motor vehicles.

m. Environmental Liability Insurance, if applicable – The Contractor and any subcontractors shall furnish to EDD a certificate of insurance evidencing environmental liability insurance presently in effect for the Contractor of not less than $1,000,000 per occurrence for bodily injury, property damages and costs incurred for clean-up and removal of substances causing pollution conditions. This requirement can also be met by securing one of the following: (1) an endorsement to the Contractor’s general liability insurance overriding the general liability pollution exclusion or; (2) an endorsement evidencing pesticide/herbicide coverage afforded to the Contractor’s general liability policy.

n. Iran Contracting Act Certification, if applicable

Pursuant to the Iran Contracting Act of 2010 (P.C.C. sections 2200 - 2208 are “the Act”), vendors are ineligible to bid on, submit a bid for, enter into, or renew any contract with the State for goods or services of one million dollars ($1,000,000) or more if the vendor engages in investment activities, in Iran, as defined in the Act.

Bidder certifies that it is not on the current list of Entities Prohibited from Contracting with Public Entities in California per the Act found at:

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-DivisionResources- List-Folder/List-of-Ineligible-Businesses

o. California Public Records Act (PRA)

Upon award, all documents and information therein, submitted in response to this IFB become property of the State of California and will be regarded as public records under the Public Records Act, pursuant to Government Code section 6250, et seq.

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-DivisionResources-List-Folder/List-of-Ineligible-Businesses https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-DivisionResources-List-Folder/List-of-Ineligible-Businesses

p. 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, the Contractor represents that it is not a target of Economic Sanctions. Should the State determine the 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.

q. Generative Artificial Intelligence (GenAI) Technology:

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.

EXHIBIT A

SCOPE OF WORK

(Standard Agreement)

1. This Agreement is entered into by and between the Employment Development Department

(EDD), on behalf of the Employment Training Panel, hereinafter referred to as the ETP, and TBD, hereinafter referred to as the Contractor, for the purpose of the Contractor providing the ETP with Both Live, Instructor-Led Online Training and Self-Paced On-Demand Information Technology Training Courses in accordance with Invitation for Bid No. 113640.

2. The Project Representatives during the term of this Agreement will be:

State Agency

Contractor

Employment Training Panel TBD Attention: Kristi Wong Attention:

1100 J Street, 4th Floor Sacramento, CA 95814

Phone: (916) 737-4224 Phone:

Email: Kristi.wong@etp.ca.gov Email:

The Project Representatives may be changed by written notice without an amendment to this Agreement.

3. The services shall be provided in accordance with Attachment A-1, Specifications, Attachment A-2, State of California Holiday Schedule, and Attachment B-1, Course List, which are incorporated in this Agreement.

4. The ETP reserves the right to enroll an attendee in an alternate class in the event that the listed class becomes unavailable, as long as the enrollment cost of the new class does not exceed the total amount listed in this Agreement.

mailto:Kristi.wong@etp.ca.gov

ATTACHMENT A-1

SPECIFICATIONS

(Standard Agreement)

1. PURPOSE

The Employment Training Panel (ETP), Technical Operations Division seeks to acquire a vendor to provide both live, instructor-led online training and self-paced on-demand IT training. This Contract will fulfill departmental needs for IT training not available internally to staff.

2. PERIOD OF PERFORMANCE

The Contract term will begin upon final approval and extend for two (2) years after the execution date.

The Contractor shall not deliver or commence performance of services under this Contract until it has received written direction to do so from the EDD/ETP. Any services provided prior to direction from the EDD/ETP shall be considered voluntary on the part of the Contractor.

3. THE CONTRACTOR RESPONSIBILITIES

A. Courses offered to the ETP staff will be virtual, instructor-led, or self-paced.

B. Designate a Contract Representative to work with the ETP.

C. Work directly with the ETP Training Coordinator or designee. The ETP Training Coordinator reserves the right to appoint key individuals within ETP to act in accordance with EDD/ ETP procedures and the Contract in their absence.

D. Notify the ETP Training Coordinator or designee within three (3) business days or sooner if the following situations occur: a course is cancelled, any change of course date(s), or change of course content.

E. Work with designated EDD staff to ensure compliance with the SOW.

F. Provide course registration via email from the ETP Training Coordinator.

G. Provide a confirmation email notifying both the participants and ETP Training Coordinator of enrollment in the requested course within two (2) business days of registration.

H. Provide each course participant with a workbook and/or handouts, either digitally or in printed form.

ATTACHMENT A-1

SPECIFICATIONS

(Standard Agreement)

I. Cancel the registration of an individual participant or group without charge, if at least ten (10) business days’ e-mail notification is provided by the EDD prior to the first day of a confirmed course.

J. Allow participants to send substitution up to the first day of a course, at no additional charge to the EDD/ETP.

K. Provide a completion certificate to participants upon completing the course, along with duplicate copies upon request. The Contractor shall not accept any registration request without the EDD Project Representative or designee authorization. This will be done through a single point of contact, an IT designated training registration coordinator of all the IT courses.

L. The Contractor shall commence performance of services on the date the standard agreement is executed.

M. The Contractor will submit invoices to the ETP Training Coordinator for review and approval. The Contractor will be reimbursed in arrears, upon submission of an acceptable invoice.

4. THE STATE RESPONSIBILITIES

A. Designate an ETP Training Coordinator or designee to work with the Contractor to fulfill the requirements of the SOW.

B. Enroll employees in training courses via email.

C. Email cancellation notices to the Contractor. Email notifications must be sent at least ten (10) business days in advance of the first day of the confirmed training course. If ten (10) business days’ notice of cancelation is not provided by ETP, the Contractor may charge a cancelation fee equal to the price of the scheduled course.

D. In the event that a new course is added to available training courses it may be selected by staff to attend after being agreed upon and approved by the

ETP.

E. Ensure substitute participants meet all prerequisites (if applicable) to participate effectively in the course.

ATTACHMENT A-2

STATE OF CALIFORNIA HOLIDAY SCHEDULE

(Standard Agreement)

DATE HOLIDAY

January 1st New Year’s Day*

3rd Monday in January Martin Luther King, Jr. Day

3rd Monday in February President’s Day

March 31st Cesar Chavez Day*

Last Monday in May Memorial Day

July 4th Independence Day*

1st Monday in September Labor Day

November 11th Veteran’s Day**

4th Thursday; adjacent Friday in November Thanksgiving

December 25th Christmas Day

* If any of these holidays occur on a Saturday, the holiday is not observed via the closing of state offices during the week. If any of these holidays occur on a Sunday, the holiday is observed on the next day (Monday).

** If Veteran’s Day occurs on a Saturday, the holiday is observed on the proceeding Friday. This is the only exception to the Saturday Holiday Rule above. If this holiday occurs on a Sunday, the holiday is observed on the next day (Monday).

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

I. Invoicing and Payment

A. In consideration of services performed, the ETP shall compensate the Contractor a total amount of this Agreement shall not exceed _____________ ________________($________). Rates will be in accordance with Attachment B-1, Course List and Cost.

B. The invoices must reference the following:

• The ETP Contract No. M113640-7100

• Identifies services provided, service period, unit price (i.e. hourly, monthly), and quantity applicable to the service

• Accurate billing address as started on the Purchase Order or Contract

• Supplier invoice date

• Company name and remittance address

The invoices in triplicate, in arrears shall be forwarded to the address shown below:

Employment Training Panel 1100 J Street, 4th Floor Sacramento, CA 95814

Attn: Kristi Wong Email: Kristi.wong@etp.ca.gov

I. Budget Contingency Clause

It is mutually understood between the parties that this Agreement may have been written before ascertaining the availability of Congressional and Legislative appropriation of funds, for the mutual benefit of both parties, to avoid program and fiscal delays which would occur if the Agreement were executed after the determination was made.

This Agreement is valid and enforceable only if (1) sufficient funds are made available by the State Budget Act of the appropriate State Fiscal Year(s) covered by this agreement for the purposes of this program; and (2) sufficient funds are made available to the State by the United States Government or by the State of California for the Fiscal Year(s) covered by this Agreement for the purposes of this program. In addition, this agreement is subject to any additional restrictions, limitations, or conditions established by the United States Government and/or the State of California, or any statute enacted by Congress and the Legislature, which may affect the provisions, terms, or funding of the Agreement in any manner.

The parties mutually agree that if Congress and/or the Legislature does not appropriate sufficient funds for the program, this Agreement shall be amended to reflect any reduction in funds.

The EDD has the option to terminate the Agreement under the 30-day termination clause or amend the Agreement to reflect any reduction of funds.

mailto:Kristi.wong@etp.ca.gov

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

II. California Prompt Payment Clause

Payment will be made in accordance with and within the time specified in Government Code section 927, et seq.

Course Title Description

Microsoft SharePoint Server 2016 for the Site

Owner/Power User

Students should take this course if they need to know how to manage the team collaboration, document management and social features of Microsoft SharePoint 2016 sites. This course is for an on‐premise SharePoint environment.

SharePoint Online Power User This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites in SharePoint Online. Your goal is to learn how to make SharePoint online relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class, you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises in SharePoint Online.

SharePoint 2016 Site Collections and Site

Owner Administration

This course is intended for power users and IT professionals who are tasked with working within the SharePoint 2016 environment and conduct site collection and site administration. This course is for an on‐premise SharePoint environment.

SharePoint Online for Administrators This course will introduce the audience to SharePoint Online Administration in Office 365 and explain and demonstrate the configuration options for SharePoint Online. The course is appropriate for existing SharePoint on‐premises administrators and new administrators to

Office 365 who need to understand how to correctly setup SharePoint Online for their company. The course will also help SharePoint on‐ premise administrators understand the differences between SharePoint on‐premises and SharePoint Online.

Managing Requirements for SharePoint

Projects

Many Project Management and Business Analyst professionals are finding themselves leading, managing and analyzing SharePoint initiatives ‐ only to find that many of the tools and techniques applied no longer work as effectively or at all. In order to do more than survive in this iterative development environment, today’s Project Manager and Business Analyst must employ additional project management and business analysis tools and techniques to effectively lead their teams and deliver their projects. Requirements can change frequently during a SharePoint project, and therefore projects need a streamlined, flexible approach to requirements change management. SharePoint professionals want to develop systems and services which are both high‐quality and high‐value, and the easiest way to achieve this is to implement the highest priority requirements first. This enables the projects to maximize value for their stakeholders. The course will explore how your projects can easily and successfully manage requirements in an effective SharePoint environment. (BA09) NOTE: This course will earn you 14 PDUs.

Microsoft SharePoint 2016 ‐ Advanced Site

Owner with Workflow Administration

In this course, students will learn how to create, configure, and manage a SharePoint site so that your team or organization can collaborate effectively, manage the flow of digital information, automate business processes, & meet records management needs. This course is for an on‐premise SharePoint environment.

Microsoft SharePoint 2016 ‐ Site Owner In this course, students will learn how to create, configure, and manage a SharePoint team site so that your team or organization can share information and collaborate effectively. This course is for an on‐premise SharePoint environment.

Microsoft SharePoint 2016 ‐ Site User SharePoint is a complex platform. A strong understanding of the platform will allow students to work more efficiently & effectively. In this course, students will learn how to use a SharePoint Team Site to access, store, and share information & documents. This course is for an on‐premise SharePoint environment.

SharePoint ‐ Advanced Site Owner (Modern

Experience)

Microsoft® SharePoint®, in conjunction with the Microsoft 365™ productivity and office automation suite, provides tools to create and manage a corporate intranet, facilitate content sharing and collaboration, and enable users to create, access, store, and track documents and data in a central location. Users who already have experience as SharePoint site members and owners may be ready to move on to more advanced site‐building tasks such as using custom site templates, custom themes, applying advanced permissions settings, improving security, and preparing sites to support governance and compliance. Advanced site builders may be ready to undertake more advanced site management tasks, working in conjunction with their SharePoint Administrator to create and use custom site templates, term sets and metadata, manage information governance and compliance, and get deeper into SharePoint security configuration. This course focuses on these advanced site‐building and administration tasks.

SharePoint ‐ Site Basics (Modern Experience) In many professional environments, people work collaboratively in teams. Information technology and applications facilitate this by enabling people to easily share, access, edit, and save information. Microsoft® SharePoint® is a platform specifically designed to facilitate communication and collaboration, enabling people to use familiar applications and web‐based tools to create, access, store, and track documents and data in a central location. In this course, you will use SharePoint to access, store, share, and collaborate with information and documents.

SharePoint ‐ Site Owner with Power Platform

(Modern Experience)

Microsoft® SharePoint®, in conjunction with the Microsoft 365 suite of productivity and office automation tools, provides tools to create and manage a corporate intranet, facilitate content sharing and collaboration, and enable users to create, access, store, and track documents and data in a central location. By default, SharePoint provides end users with a generous set of permissions, enabling users to create and customize their own sites as site owners, and create and collaborate on team site content. Users who have grown comfortable with these fundamental content‐authoring capabilities may want to move on to more advanced features, such as connecting multiple SharePoint sites through a hub, importing list data from external sources, implementing user input validation features, applying conditional formatting, and using Power Apps® to provide custom user interfaces for data collected in SharePoint. This course focuses on issues related to planning and implementing an intranet with multiple communication sites and team sites interconnected through a hub site to provide unified navigation search, and formatting.

OneNote This course provides a way for students to create and collect their notes. This course will introduce students to using OneNote notebooks to store a variety of content in an organized way, access the content from anywhere, and also share it.

Mastering Microsoft Copilot for Microsoft

Word

Dive deep into the world of Microsoft Copilot and how it can maximize your efficiency when using Microsoft Word. Participants will delve into the advanced features of Microsoft Copilot, learning how to streamline their workflow and optimize their use of Microsoft

Word. Through hands‐on exercises and expert‐led instruction, attendees will gain practical experience and confidence in leveraging

Microsoft Copilot to its fullest potential.

Word ‐ Part 1 In this course, you'll learn how to use Word on the desktop to create and edit simple documents; format documents; add tables and lists;

add design elements and layout options; and proof documents. This course covers Microsoft Office Specialist Program exam objectives to help you prepare for the Word Associate (Office 365 and Office 2019): Exam MO‐100 and Word Expert (Office 365 and Office 2019):

Exam MO‐101 certification exams.

IFB No. 113640

ATTACHMENT B-1

COURSE LIST

Word ‐ Part 2 Creating professional‐looking documents can help you give your organization a competitive edge. Implementing time‐saving features such as document templates and automated mailings helps your organization reduce expenses. Mastering these techniques will make you a valued employee in your organization. This course covers Microsoft Office Specialist Program exam objectives to help you prepare for the Word Associate (Office 365 and Office 2019): Exam MO‐100 and Word Expert (Office 365 and Office 2019): Exam MO‐101 certification exams.

Word ‐ Part 3 Microsoft Word enables you to do far more than simple word processing. Word includes advanced image manipulation tools, collaboration features, cross‐referencing and linking tools, entry forms and data collection, security features, and tools to automate document production. Being able to manipulate graphics and efficiently create, manage, revise, and distribute long documents and forms can help your organization create important and interesting documents. Implementing time‐saving features that enable you to work well in a collaborative mode will benefit both you and your organization. Constructing document elements that ensure your readers have access to pertinent information at the click of a button, while at the same time protecting sensitive information, is another important skill. Mastering these skills and techniques will make you a valued employee in your organization This course covers Microsoft

Office Specialist Program exam objectives to help you prepare for the Word Associate (Office 365 and Office 2019): Exam MO‐100 and

Word Expert (Office 365 and Office 2019): Exam MO‐101 certification exams.

PowerPoint ‐ Part 1 By exploring the vast array of features and functionality contained within PowerPoint, you will gain the ability to organize your content, enhance it with high‐impact visuals, and deliver it with a punch. In this course, you will use PowerPoint to begin creating engaging, dynamic multimedia presentations. The course material will also enable you to access and effectively utilize many web‐based resources provided with your Office subscription. This includes brief coverage of key skills for using PowerPoint for the Web and OneDrive. Helpful notes throughout the material alert you to cases where the online version of the application may function differently from the primary, desktop version.

PowerPoint ‐ Part 2 Meetings, instruction, training, pitches; these are all a part of our daily lives. We are often called upon to deliver presentations with little notice, at multiple venues, and with varying requirements. And, some of these presentations include sensitive information that needs to be guarded. Given all the variables, it may seem an overwhelming task to deliver your content, on time, to all audiences, and to only those who need to see it. Oh, and by the way, you need to make it interesting, informative, and memorable. So, how do you do it?

Without the help of a robust set of tools, it would be nearly impossible. But Microsoft® PowerPoint® provides you with a variety of such tools that can help you deliver content in nearly any situation, while saving time and effort. By taking advantage of these tools, you will be creating presentations that not only stand out from the crowd, but also don't consume all of your available time. This course covers

Microsoft Office Specialist Program exam objectives to help you prepare for the PowerPoint Associate (Office 365 and Office 2019): Exam

MO‐300.

Data Analysis and Visualization with Microsoft

Excel

Analyzing data to find issues, insights and opportunities, is now a critical part of many job roles. Beyond the analysis, data analysts in all job roles must be able to effectively present and communicate their findings in visually compelling ways. Microsoft® Excel® is designed for this purpose. Excel can connect to a wide range of data sources, perform robust data analysis and create diverse and robust data‐ backed visualizations to show insights, trends, and create reports. These capabilities enable people who use Excel for data analysis to turn data into thoughtful action.

Excel ‐ Data Analysis with PivotTables Being able to harness the power of PivotTable features & create PivotCharts will help students gain an edge. Not only will students be able to summarize data to analyze, but they can organize the data in a way that can be meaningfully presented to others.

Excel ‐ Data Analysis with Power Pivot Excel provides Power Pivot to help students organize, manipulate, and report on their data in the best way possible. In this course, students gain a solid understanding of Power Pivot to maximize their effectiveness when analyzing data.

Excel ‐ Formulas & Charts In This Course, students will analyze Excel data, create Formulas, Charts and Data to Support Excel Spreadsheets and Workbooks.

Excel ‐ Part 1 This course aims to provide you with a foundation for Excel knowledge and skills, which you can build upon to eventually become an expert in data manipulation. This course covers Microsoft Office Specialist Program exam objectives to help you prepare for the Excel

Associate (Office 365 and Office 2019): Exam MO‐200 and Excel Expert (Office 365 and Office 2019): Exam MO‐201.

Excel ‐ Part 2 This course builds upon the foundational knowledge presented in the Microsoft Excel‐ Part 1 course and will help start you down the road to creating advanced workbooks and worksheets that can help deepen your understanding of organizational intelligence. The ability to analyze massive amounts of data, extract actionable information from it, and present that information to decision makers is at the foundation of a successful organization that is able to compete at a high level. This course covers Microsoft Office Specialist Program exam objectives to help you prepare for the Excel Associate (Office 365 and Office 2019): Exam MO‐200 and Excel Expert (Office 365 and

Office 2019): Exam MO‐201 certifications.

Excel ‐ Part 3 In this course, you will build upon the foundational and intermediate knowledge presented in the Microsoft Excel ‐ Part 1 and Microsoft

Excel ‐ Part 2 courses to help you get the most of your Excel experience. The ability to collaborate with colleagues, automate complex or repetitive tasks, and use conditional logic to construct and apply elaborate formulas and functions will put the full power of Excel right at your fingertips. The more you learn about how to get Excel to do the hard work for you, the more you'll be able to focus on getting the answers you need from the vast amounts of data your organization generates.

Excel ‐ Pivot Tables and Conditional

Formatting

In This Course, students…