IFB_Number_C5612474-D_Pre-Employment_Psychological_Screening.pdf

California Department of Corrections and Rehabilitation

Division of Administrative Services Office of Business Services Contracts Management Branch

Updated: July 2024

STATE OF CALIFORNIA

DEPARTMENT OF CORRECTIONS AND REHABILITATION

CONTRACTS MANAGEMENT BRANCH

8/9/2024

INVITATION FOR BID (IFB)

NOTICE TO PROSPECTIVE BIDDERS

PRE-EMPLOYMENT PSYCHOLOGICAL SCREENING

BID NUMBER C5612474-D

RETURN BID TO: CDCR-CMB-Non-IT-Service-Bids@cdcr.ca.gov Please see Bid Submittal instructions for CDCR’s new electronic bid submittal process.

You are invited to review and respond to this IFB C5612474-D, titled Pre-Employment Psychological Screening Service Contract. In submitting your bid, you shall comply with the instructions found herein.

In addition to those programs and preferences that are specified in this solicitation, Prospective Contractors are encouraged to consider programs and preferences that are available, such as those for the use of small businesses, disadvantaged businesses, disabled veteran businesses, and other businesses covered by State and Federal programs and preferences.

As required by Government Code 14838, the California Department of Corrections and Rehabilitation (CDCR) is required to meet the State’s twenty-five percent (25%) Small Business (SB) participation requirement. Certified SBs and micro-businesses (MB) are encouraged to submit bids. See Small Business Preference Program Section, in this IFB for requirements.

The designated contact person for this IFB is:

Contract Analyst: Ean Duty California Department of Corrections and Rehabilitation Email address: ean.duty@cdcr.ca.gov Phone: (279) 210-3724

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

Technical questions regarding this solicitation will be addressed in writing and accordance with the Questions and Answers portion of this IFB. See Letters of Inquiry Section for more details.

Sincerely, Ean Duty Ean Duty Contract Analyst

BID PACKAGE OVERVIEW

PROJECTED TIMETABLE ................................................................................................................... - 6 -

BIDDER QUALIFICATIONS AND LICENSING REQUIREMENTS ........................................................... - 6 -

PROHIBITION ON TAX DELINQUENTS .............................................................................................. - 6 -

BIDDER RESPONSIBILITIES & THE BID PACKAGE .............................................................................. - 6 -

BID SUBMITTAL ................................................................................................................................ - 7 -

LETTERS OF INQUIRY ....................................................................................................................... - 8 -

PUBLIC BID OPENING ....................................................................................................................... - 9 -

EXECUTIVE ORDER N-6-22 – RUSSIAN SANCTIONS ......................................................................... - 9 -

GENERATIVE ARTIFICIAL INTELLIGENCE (GenAI) DISCLOSURE ........................................................ - 9 -

BASIS FOR AWARD ......................................................................................................................... - 10 -

PROTEST AWARD ........................................................................................................................... - 10 -

AGREEMENT EXECUTION ............................................................................................................... - 11 -

EXTENSION OF TERM ..................................................................................................................... - 11 -

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) PROGRAM .................................................... - 11 -

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) INCENTIVE .................................................... - 12 -

SMALL BUSINESS PREFERENCE PROGRAM .................................................................................... - 12 -

NON-SMALL BUSINESS PREFERENCE REQUEST ............................................................................. - 13 -

NONPROFIT VETERAN SERVICE AGENCY (NVSA) SMALL BUSINESS PREFERENCE ......................... - 13 -

IDENTIFICATION OF CONTRACTORS, SUBCONTRACTORS, CONSULTANTS: SMALL/MICRO BUSINESS

AND DVBES .................................................................................................................................... - 14 -

BIDDER PROVIDING FACILITY(IES) ................................................................................................. - 14 -

Table of Contents

BID PACKAGE OVERVIEW

This IFB package contains the following documents (except as otherwise indicated).

Please note that you must comply with the requirements contained in all documents.

Bid Submittal Checklist

Bidder Acknowledgment/Certification (OBS 300)

Sample Standard Agreement (STD 213)

Scope of Work (Exhibit A)

CDCR Peace Officer Classifications (Exhibit A-1)

Budget Details and Payment Provisions (Exhibit B)

Rate Sheet (Exhibit B-1.1 through B-1.3)

Electronically downloaded bid package includes an Excel spreadsheet file in addition to the PDF version.

Rate Sheet Summary (Exhibit B-2)

General Terms and Conditions (Exhibit C) This document is incorporated in this bid package by reference only and is available on the Internet at Standard Contract Language for Non-IT Services - GTC 04/2017.

Special Terms and Conditions (Exhibit D)

HIPAA Business Associates Agreement (Exhibit E)

CDCR 2301 PREA Policy Information for Volunteers and Contractors (Exhibit F)

CDCR Map of Regions (Exhibit G)

CDCR Template Report Format (Attachment 1)

CDCR Template Report Format with Outline (Attachment 2)

Template Screening Report (Attachment 3)

Standard Contractor Certification Clauses (CCC)

Payee Data Record (STD 204)

Supplement Vendor Payee Data Record Form

Darfur Contracting Act (OBS 1500)

Iran Contracting Act (OBS 1502)

California Civil Rights Laws Certification (OBS 1510)

GenAI Reporting and Factsheet (STD 1000)

Sample Certificate of Insurance

Bidder Declaration (GSPD-05-105)

Non-Small Business Preference Request and Subcontractor Acknowledgement (OBS 555)

California DVBE Bid Incentive Instructions – Selecting Incentive Option

DVBE Declarations (DGS PD 843)

DVBE Bid Incentive Request and Acknowledgement (OBS 554)

Invitation for Bid Contract Bid Number C5612474-D

PROJECTED TIMETABLE

The following dates are set forth for informational and planning purposes only and are subject to change.

IFB Available to Prospective Bidders August 9, 2024 Submission of Bid August 26, 2024 by 11:00 AM Public Bid Opening August 27, 2024 at 2:00 PM Anticipated Date for Commencement of Services

Upon Approval

Term End Date of Agreement June 30, 2027

BIDDER QUALIFICATIONS AND LICENSING REQUIREMENTS

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

If services are provided in California, bidder shall have on staff physician(s) licensed to practice medicine in the State of California as defined in the Medical Practice Act, Chapter 5, commencing with Section 2000 of the Business and Professions Code, and possess a valid Physician license as issued by the Medical Board of California.

PROHIBITION ON TAX DELINQUENTS

Persons or companies identified as the largest tax delinquents by the Franchise Tax Board (FTB) or the Board of Equalization (BOE) under authority of Sections 7063 or 19195 of the Revenue and Taxation Code, shall be disqualified from the bidding process.

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

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

(b) This section shall apply to any contract executed on or after July 1, 2012.

BIDDER RESPONSIBILITIES & THE BID PACKAGE

Bidders are solely responsible for understanding the scope of work and all requirements, terms, conditions, evaluation criteria, etc., before submitting a bid. If the language is unclear or ambiguous, it is the bidder’s responsibility to request clarification or assistance before submitting a bid. Please note that no verbal information will be binding upon the State unless the State issues such information in writing as an official addendum. If the IFB is modified prior to the final bid submission date, the State will issue an addendum to all bidders that received a bid package.

Bidder shall provide rate(s) on Rate Sheet (Exhibit B-1.1 through B-1.3). Bidder shall set forth rates in clear, legible figures in the spaces provided in Exhibit B-1.1 through B-1.3. Failure to provide the required rates shall be cause for rejection of your bid.

NOTE:

1. Any quantities listed on Exhibit B-1.1 through B-1.3 are CDCR’s estimates only and are offered as a basis for the comparison of bids. The State does not expressly or by implication agree that the actual amount of work will correspond therewith and reserves the right to omit portions of the work as may be deemed necessary or advisable by the State.

2. In the case of a discrepancy between the Unit Price (e.g., Hourly Rate, Cost per Service) and Item

Total (e.g., Hourly Rate x Hours Worked = Item Total), the Unit Price shall prevail. However, if the Unit Price figure is ambiguous, illegible, uncertain, or is omitted, the Item Total shall be divided by the estimated usage (e.g., Hours Worked) to determine the Unit Price. In the case of a discrepancy between the Basis of Award and the sum of the Item Totals, the sum of the Item Totals shall prevail.

3. The amount of the total bid will be rounded up to the nearest whole dollar when the Agreement documents resulting from this bid are prepared.

All required documents listed in the Bid Submittal Checklist must be included within the bid package. No bid will be considered unless it is submitted with the CDCR Bidder Acknowledgement/Certification form (OBS 300) and Exhibit B-1 Rate Sheet and is in conformance with the submission requirements of this IFB. Additionally, a signed copy of all pages of the Contractor Certification Clause (CCC) must be submitted to CDCR with the completed bid package. The State reserves the right to request clarification of any documents included with this bid.

The bid must be for the entire activity described herein. The State does not accept alternate contract language from a prospective Contractor. A bid with such language will be considered a counter proposal and will be rejected. Additionally, bids may be rejected if the bid proposal shows any alterations of form, additions not called for, a conditioned or incomplete bid, or erasures and/or irregularities of any kind. Any bid amounts changed after the amounts are originally inserted MUST be initialed through DocuSign by the bidder.

Failure to submit required documentation may result in the rejection of your bid.

BID SUBMITTAL

Bids must be submitted electronically, with all necessary bid submission documents in a clear, legible Portable Document Format (PDF), the documents are fully responsive and lack any deficiency, to CDCR-CMB-Non-IT-Service-Bids@cdcr.ca.gov no later than the time and date specified in the Projected Timetable. Any bid received in any other manner will NOT be considered. Bid submission time will be recorded using the electronic time stamp associated with receipt of the email submission. CDCR will provide an automated email response confirming receipt of each submission received showing the date and time the submission was received. If a confirmation receipt is not received, please contact CDCR-CMB-Non-IT-Service-Bids@cdcr.ca.gov to confirm your bid was received. Confirmation receipt is not a representation by CDCR that the submitted bid is responsive and complete.

Any electronic bid received after the Submission of Bid date and time specified in the Projected Timetable will NOT be considered. Bidders are ultimately responsible for ensuring timely receipt of their bid. It is recommended that Bidders submit bids at least one (1) hour in advance of the bid submission deadline to allow for confirmation of bid submission.

Bid submissions with attached PDF documents in excess of forty (40) Megabytes in size risk being undeliverable. The State’s mail server may automatically reject excessively large emails. Bidder may submit multiple emails if file size exceeds forty (40) Megabytes. Multiple emails should be identified as follows: 1 of 3, 2 of 3, 3 of 3, etc. Links to files stored on the internet (e.g., Google Drive, Dropbox) in lieu of attachments are not acceptable, and any documents stored at such links will not be reviewed.

The subject line of the electronic bid must be titled:

BID FOR C5612474-D- Pre-Employment Psychological Screening.

Bids that are not properly marked may be disregarded. Please see example below for further assistance.

The body of the email of the electronic bid must only contain the following:

DO NOT OPEN

BID NUMBER: C5612474-D

ATTENTION: Ean Duty

COMPANY NAME:

(See Sample Below)

In submitting a bid, the bidder accepts the terms and conditions expressed herein. Costs incurred for developing bids and in anticipation of award of the Agreement are the responsibility of the bidder and shall not be charged to the State.

Only an individual who is legally authorized to bind the proposing firm contractually shall sign all documents requiring a signature, and each document must bear one of the following DocuSign, or Adobe Acrobat Sign signature, or a scanned document of an original ink signature. An unsigned bid may be rejected.

A bidder may modify a bid after its submission by withdrawing the original bid and resubmitting a new bid prior to the bid submission deadline. Bidder modifications offered in any other manner, oral or written, will not be considered. A bid may be withdrawn from consideration by submitting a written withdrawal request to CDCR via email to CDCR-CMB-Non-IT-Service-Bids@cdcr.ca.gov, signed by the bidder or an authorized agent. Bids will not be opened until the Public Bid Open date and time. Once opened by the State, the submitted bid is binding and may not be withdrawn without cause.

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

LETTERS OF INQUIRY

The purpose of these letters is to provide bidders the opportunity to ask questions and/or provide feedback to CDCR on the specifics of the IFB and/or DVBE requirements. While some input may be incorporated into the IFB, remarks and explanations submitted may not necessarily change provisions of the IFB. Any modifications to the IFB as a result of these inquiries will be documented by an addendum and forwarded to all bidders.

Any letters of inquiry must be submitted by email to allow CDCR time to research and prepare a response.

Submit your letter of inquiry by the date specified in the Projected Timetable Section of this IFB directly to Ean Duty, Contracts Management Branch, by E-mail: ean.duty@cdcr.ca.gov.

Inquiries received after this date will only be addressed at CDCR’s discretion.

PUBLIC BID OPENING

All bids received by the due date and time will be opened and read at a virtual public bid opening. Bids will be opened publicly over conference-call utilizing the call-in number below. The time of the public bid opening will be as outlined in the Projected Timetable.

Call-In Number: 1-916-701-9994 Passcode: 340347063#

At the time of the public bid opening, the dollar amount of each bid, claimed preference, and the name of each company bidding shall be read. The contract award is subject to a complete review of the entire bid proposal for compliance and adherence to the IFB requirements, verification of all calculations and claimed preferences, and compliance with DVBE Mandatory participation requirements, if applicable.

Final results may change as a result of formal bid evaluation.

Bid opening will be audio only with no opportunity for questions and answers.

Bid Results can also be requested by contacting the contract analyst listed in this solicitation following the public bid opening.

EXECUTIVE ORDER N-6-22 – RUSSIAN 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.

GENERATIVE ARTIFICIAL INTELLIGENCE (GenAI) DISCLOSURE

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 / Contractor must notify the State in writing if their solution or service includes, or makes available, any GenAI, including GenAI from third parties or subcontractors.

The State has developed a GenAI Reporting and Factsheet (STD 1000) to be completed by the Bidder / Offeror / Contractor .

Failure to submit the GenAI Reporting and Factsheet (STD 1000) will result in disqualification of the Bidder / Offeror / Contractor.

Failure to report GenAI to the State may void any resulting contract. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure.

Upon receipt of a Bidder / Offeror / Contractor GenAI Reporting and Factsheet (STD 1000), 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.

BASIS FOR AWARD

The award of an Agreement, if it is to be awarded, will be made to the lowest responsible bidder whose bid complies with all requirements prescribed herein. In the event a bidder submits more than one (1) bid for the same institution/service under this bid process, the State shall select the lowest bid and reject all other bids from this bidder.

In the event of tie bids, except as provided in Government Code §14838(f), CDCR reserves the right to determine the bidder entitled to the contract award based on the percent of discount specified in Exhibit B-1, if applicable. If not applicable or if there is a discount tie, a coin toss or lot drawing will be used to determine the bidder entitled to the contract award. The coin toss or lot drawing will be officially witnessed, and all affected bidders will be advised of the tiebreaker method and invited to attend.

The State is not required to award an Agreement and reserves the right to reject any and all bids and to waive any immaterial deviations in the bid. 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.

The State reserves the right to award multiple Agreements for backup purposes. When services are needed, the “primary” Contractor, defined as the lowest responsible bidder, will be contacted first. IF and ONLY IF, the primary Contractor is unable to provide services, the “secondary” Contractor, defined as the second lowest responsible bidder, will be contacted. This process will be repeated based on the number of Agreements awarded and will take place each time the location contacts the Contractor to provide services.

The State intends to award as many Agreements as are necessary for backup purposes. Each Agreement will have a separate Agreement number and include all of the information contained in the bid document for the locations awarded to that Contractor.

PROTEST AWARD

Information regarding the protest of an award may be found by going to State Contracting Manual - Volume 1, under Chapter 6: Contract Award Protests.

A protest to this bid must adhere to Public Contract Code (PCC) Section 10345.

The envelope or email subject line containing the written protest must clearly state:

"Protest Concerning IFB Number C5612474-D for the California Department of Corrections and Rehabilitation".

Protests MUST be filed with:

ORIGINAL COPY

EMAIL OR MAIL DELIVERY

Email: OLSProtests@dgs.ca.gov

Department of General Services Office of Legal Services Attn: Bid Protest Coordinator 707 Third Street, 7th Floor, Suite 7-330 West Sacramento, CA 95605

EMAIL OR MAIL DELIVERY

E-mail: m_CDCR-OBS-Protest-Mailbox@cdcr.ca.gov

Department of Corrections and Rehabilitation Office of Business Services Contracts Management Branch 9838 Old Placerville Road, Suite B-2 Sacramento, CA 95827

AGREEMENT EXECUTION

The Agreement will be executed only upon the State's acceptance of the Contractor's certificates of insurance, bonds, licenses, and permits, when such items are required. Should the Contractor fail to commence work at the agreed-upon date and time, the State, upon five (5) days written notice to the Contractor, reserves the right to terminate the Agreement.

The successful bidder shall enter into an Agreement with the State, which will be prepared on a State of California Standard Agreement (STD 213 form, sample attached) and shall include from this IFB Exhibits A, A-1, B, B-1.1 through B-1.3, D, E, F, G, and Attachments 1 through 3.

This Agreement will not include a copy of the Exhibit C, General Terms and Conditions for Private Contractors, which is incorporated into the Agreement by reference only on the STD 213. Exhibit C may be downloaded from the Internet at Standard Contract Language for Non - IT Services.

After award, the Standard Agreement will be forwarded to the Contractor for signature via DocuSign.

Upon receipt, the Contractor must sign the Agreement and return the Agreement with any required documentation in accordance with the time frame specified in the transmittal letter. In the event the State has not received the signed Agreement and the required documentation within the specified time frame, the award may be rescinded and awarded to the next lowest responsible bidder.

This Agreement is not valid unless and until approved by the Department of General Services, or, under its authority CDCR. The State has no legal obligation unless and until the Agreement is approved. Any work commenced by the Contractor prior to approval may be considered voluntary and the Contractor may have to pursue claim for payment by filing with the DGS Government Claims Program. When the Agreement is fully approved, a copy will be forwarded to you.

EXTENSION OF TERM

This Agreement may be amended when the additional year(s) or additional task(s) were anticipated and evaluated as an option to renew in the IFB/RFP.

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) PROGRAM

This IFB is exempt from the DVBE requirement. However, the State is committed to achieving legislatively established goals for the participation of DVBEs in all state contracting and seeks to use certified DVBE business whenever possible. Therefore, the State requests your voluntary participation in reporting any certified DVBEs, including yourself, that will be used in the performance of this Agreement.

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) INCENTIVE

CDCR is committed to meeting and exceeding the three percent (3%) goal for Disabled Veteran Business Enterprise (DVBE) participation in State contracting activities, set forth in Military and Veterans Code

999. The DVBE Incentive Program applies to all contracting activities for services. The DVBE incentive is applied during the evaluation process and is only applied to responsive bids from responsible bidders proposing DVBE participation. This incentive is for bid computation only.

To be eligible for the DVBE incentive, the business must:

1. Complete DVBE Incentive Request and Subcontractor Acknowledgement form (OBS 554) and submit with bid proposal.

2. Have a completed DVBE application on file with DGS, OSDS by 5:00 p.m. on the date bids are due.

For certification and preference approval process information, contact the OSDS by telephone at (916) 375-4940 or access the OSDS Internet website at Apply for or Re-Apply for Certification as a Small Business and/or Disabled Veteran Business Enterprise.

Award Based on Low Price

The incentive shall be equal to a bidder’s DVBE participation level (rounded to the nearest two decimal places).

DVBE PARTICIPATION LEVEL INCENTIVE APPLIED

1.0 - 1.99% 1%

2.0 UP TO 2.99% 2%

3.0 UP TO 3.99% 3%

4.0 UP TO 4.99% 4%

5.0 UP TO 5.99% 5%

1. The incentive is subject to a minimum of one percent (1%) and a maximum of five percent (5%) and will not exceed $500,000. Bids with DVBE participation of more than five percent (5%) will be calculated with a five percent (5%) incentive.

2. Bidders with DVBE participation of less than the required percentage listed in the solicitation will be deemed non-responsive and eliminated from any further participation.

3. The Small Business Preference (five percent (5%) up to $50,000) may be combined with the DVBE incentive but will not exceed a combined total of $500,000.

4. The DVBE incentive is computed from the lowest responsive and responsible bid price.

SMALL BUSINESS PREFERENCE PROGRAM

Current law requires state departments to support the success of small businesses, including microbusinesses, in participation in contracting opportunities. CDCR is committed to supporting Small/Micro Business participation in state contracting and seeks to contract with certified Small/Micro Businesses whenever possible.

A Small/Micro Business enterprise is defined as a business certified by the Department of General Services (DGS), Office of Small Business and Disabled Veteran Business Enterprise Certification Services (OSDS) in which:

1. The principal office is located in California;

2. The officers are domiciled in California;

3. The business is independently owned and operated;

4. The business, with any affiliates, is not dominant in its field of operation; and

a. For Small Business, either:

(1) The business, together with any affiliates, has one hundred (100) or fewer employees and averaged annual gross receipts of $16,000,000 or less over the previous three years, or

(2) The business is a manufacturer with one hundred (100) or fewer employees;

b. For Micro Business, either:

(1) The business, together with any affiliates, has twenty-five (25) or fewer employees and averaged annual gross receipts of $5,000,000 or less over the previous three years, or

(2) The business is a manufacturer with twenty-five (25) or fewer employees.

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

To claim the Small/Micro Business preference, which may not exceed $50,000 for any bid, your firm must:

1. Have a completed application (including proof of annual receipts) on file with the DGS, OSDS, by

5:00 p.m. on the date bids are due, and

2. Receipt of documents verified by such office.

Therefore, if you are a Small/Micro Business, but are not certified, it is to your advantage to become certified. For certification and preference approval process information, contact the OSDS by telephone at (916) 375-4940 or access the OSDS Internet website at Apply for or Re-Apply for Certification as a Small Business and/or Disabled Veteran Business Enterprise.

NON-SMALL BUSINESS PREFERENCE REQUEST

Pursuant to Title 2, CCR Section § 1896, et seq., and GC Section § 14838, et seq., a bid preference of five percent (5%) is available to a responsive non-small business claiming no less than twenty-five percent (25%), Small Business/Micro Business (SB/MB) subcontractor participation with one or more SB/MB enterprises. This preference is considered only if the tentative low bidder is not a certified SB/MB.

In granting the Non-Small Business Preference, no bid price will be reduced by more than $50,000. This preference cost adjustment is for bid evaluation purposes only and does not alter the actual cost offered by the bidder.

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

To be eligible for the non-small business preference, the business prime vendor must complete and submit the Non-Small Business Preference Request and Subcontractor Acknowledgement form (OBS

555) with their bid proposal.

NONPROFIT VETERAN SERVICE AGENCY (NVSA) SMALL BUSINESS

PREFERENCE

Pursuant to Military and Veteran Code Section 999.50 et seq., Nonprofit Veteran Service Agencies (NVSAs) claiming Small/Micro Business preference and verified as such in the relevant category or business type, will be granted a preference of five percent (5%) of the lowest responsive bid, if the lowest responsive bid is submitted by a bidder not certified as a Small/Micro Business.

In granting Small/Micro Business preference to NVSAs, no bid will be reduced by more than $50,000.

The preference cost adjustment is for computation purposes only and does not alter the actual cost offered by the bidder.

To be eligible for the NVSA Small/Micro Business Preference, the business concern must:

1. request preference at the time of bid submission, and

2. must possess a valid certification prior to bid submission.

An SB/NVSA is not subject to the same standards as other certified Small/Micro businesses. SB/NVSA standards are identified in Military and Veterans Code Section 999.51(a) (3).

IDENTIFICATION OF CONTRACTORS, SUBCONTRACTORS, CONSULTANTS:

SMALL/MICRO BUSINESS AND DVBES

CDCR must identify all contractors, subcontractors, and consultants who will provide labor or render services in the performance of this Agreement and further identify whether any of the listed subcontractors and consultants are a certified Small/Micro business, or a certified DVBE. Therefore, the bidder must complete a Bidder Declaration (GSPD-05-105). If any changes occur in the submitted original GSPD-05-105, the Contractor shall notify the Office of Business Services (OBS), in writing within ten (10) working days of those changes, including any changes to Small/Micro business or DVBE status.

CDCR asks that you encourage any subcontractor(s) and/or consultant(s) not currently certified as a Small/Micro business or DVBE that may meet the certification requirements specified herein to become certified through the DGS, OSDS. Please provide those subcontractor(s)/consultant(s) the OSDS contact and certification information provided above.

If you are a certified Small/Micro business enterprise and fail to complete the Prime Contractor information of the CDCR Bidder Acknowledgement/Certification form (OBS 300), your business shall be classified as a large business, which will preclude your bid from receiving the five percent (5%) Small/Micro business preference and can cause incorrect reporting of Small/Micro business and large business participation by CDCR.

If you are a certified DVBE and fail to specify that information on the CDCR Bidder Acknowledgement/Certification form, (OBS 300) your business shall be classified as a large business, which will preclude your bid from receiving any range of the DVBE incentive and cause incorrect reporting of DVBE participation by CDCR.

BIDDER PROVIDING FACILITY(IES)

Bidders providing facility(ies) for their services must specify the complete address(es) of the facility(ies) where the services will be performed in the appropriate section on the Bidder Acknowledgement/Certification form (OBS 300) in the spaces provided.

The bidder hereby authorizes the State to insert the bidder’s facility(ies) as listed in the CDCR Bidder Acknowledgement/Certification form (OBS 300) into the contract Exhibit A Scope of Work.

BID SUBMITTAL CHECKLIST

Pre-Employment Psychological Screening

Bid Number C5612474-D

Use this checklist to ensure that the documents identified below are included in your company’s bid package. Place a check mark or “X” next to each document being submitted to the State.

Failure to submit these documents may be cause for rejection of your bid. This checklist should also be returned with your bid.

A complete bid package will consist of ALL of the documents identified below.

NOTE TO BIDDER: The company name identified on all documents submitted to the State (e.g., licenses, permits, certifications) must be identical to the company name written on the Bidder Acknowledgement/Certification (OBS 300). Failure to comply may cause delays in the award or result in the rejection of your bid.

_____ Bid Submittal Checklist

_____ Bidder Acknowledgement/Certification (OBS 300)

_____ Rate Sheet (Exhibit B-1.1 through B-1.3) (Site 1 – Northern, Site 2 – Central, Site 3 –

Southern)

_____ Rate Sheet Summary (Exhibit B-2)

_____ Copy of Contractor Certification Clauses (CCC 04/2017)

_____ Original Payee Data Record (STD 204)

_____ Supplement Vendor Payee Data Record Form

_____ Non-Small Business Preference Request and Subcontractor Acknowledgement (OBS 555)

(If Applicable)

_____ List of all interviewing doctors proposed to be used in order to meet CDCR’s interview needs for the entire state as specified in this agreement. List of doctors must include the following information:

_____ Each doctor’s business addresses, phone numbers, and email addresses, as well as clearly spell out all required educational and clinical experience qualifications, and;

_____ Must specify at least 2 (two) doctors from the list who are designated to be physically available to provide in-person interviews specifically for site 1 (Northern Region), at least 2 (two) doctors from the list who are designated to be physically available to provide in-person interviews specifically for site 2 (Central Region), and at least 2 (two) doctors from the list who are designated to be physically available to provide in-person interviews specifically for site 3 (Southern Region).

*(Unless specified otherwise by the agency, all listed doctors will be considered as being available to conduct telehealth interviews, regardless of region).

_____ Copy of a current license for each interviewing doctor documenting the requirements of Exhibit A, Scope of Work, Section J – Minimum Qualifications and Licensing Requirements, Item 1.

_____ Résumé for each proposed interviewing doctor. Failure to do so will result in disqualification. CDCR will evaluate each résumé to verify compliance with the criteria listed in Section J. Minimum Qualifications and Licensing Requirements, based on the stated and verified related experience listed in each résumé.

_____ Copy of a certificate and/or documentation for each interviewing doctor, demonstrating they currently meet POST CPE requirements to be considered a ‘Qualified Evaluator’ as per POST Commission Regulation 1955(b).

_____ Documentation from a law enforcement agency verifying that the interviewing doctor meets the experience requirements consistent with Exhibit A, Scope of Work, Section J

– Minimum Qualifications and Licensing Requirements, Item 6.

_____ Documentation of current Medical Professional Liability Insurance for each interviewing doctor in accordance with Exhibit D - Special Terms and Conditions, Section 32 – Insurance Requirements.

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

_____ List of relevant contracts/agreements, including:

_____ A complete Scope of Work, including a verifiable, detailed summary of services, and;

_____ A copy of every invoice and every corresponding invoice summary that bears the bidding agency’s company name and billing identification or account number, to demonstrate that the bidding organization has performed no less than the estimated minimum number of pre-employment law enforcement psychological screening evaluations, per month, per site, as listed in Exhibit A, Scope of Work, Section E – Estimated Number of Examinations for Each Site, under the Peace Officer Standards & Training (POST) regulations & guidelines at https://post.ca.gov/peace-officer-psychological-screening-manual, for a minimum of any two (2) years within the past seven (7) year time period, per Exhibit A, Scope of Work, Section J – Minimum Qualifications and Licensing Requirements.

______ Bidder’s Reference Form

_____ Darfur Contracting Act (OBS 1500)

_____ Iran Contracting Act (OBS 1502)

_____ California Civil Rights Laws Certification (OBS 1510)

_____ GSPD-05-105 Bidder Declaration (If Applicable)

_____ DVBE Declarations (STD 843) (If Applicable)

______ DVBE Bid Incentive Request and Acknowledgement (OBS 554) (If Applicable)

______ Bidder’s HIPAA Contact Information, Page 14 of Exhibit E

In addition to the above, the Contractor shall furnish the documents identified below at time of award.

_____ Certificate of Insurance (Commercial General and Medical Professional Liability)

_____ Workers Compensation Insurance

Bidder Acknowledgement/Certification (OBS 300) IFB Number C5612474-D

The bidder hereby agrees to provide all labor, materials, supplies, licenses, permits, equipment and transportation necessary to perform all services required for the foregoing titled work in accordance with the Scope of Work, all Terms and Conditions, Disabled Veteran Business Enterprise (DVBE) requirements, if applicable, and such addenda thereto as may be issued before the public bid opening date, at the rates set forth by the bidder in Exhibits B-1.1 through B-1.3, Rate Sheet. Exhibits B-1.1 through B-1.3 Rate Sheet must be submitted with this Bidder Acknowledgement/Certification form.

Exhibits B-1.1 through B-1.3 Rate Sheet shall remain in force for the stated term of this Agreement and shall include every item of expense, direct and indirect, including any taxes incidental to the specified rates.

By virtue of submitting this bid, the undersigned is accepting the terms and conditions expressed in this IFB. Any and all services performed outside the scope of this Agreement shall be at the sole risk and expense of the bidder.

COMPANY NAME:

STREET ADDRESS: P.O. BOX:

CITY, STATE AND ZIP CODE: CITY, STATE AND ZIP CODE:

TELEPHONE NUMBER: FAX NUMBER:

FEDERAL ID or SOCIAL SECURITY NUMBER: E-MAIL ADDRESS:

TAX STATUS [ ] Individual/Sole Proprietor [ ] Estate or Trust [ ] Partnership

[ ] Corporation (State in which incorporated _______) [ ] Other: ______________________

By signing this document, I CERTIFY UNDER PENALTY OF PERJURY, that I am duly authorized to legally bind the prospective proposer/bidder to the requirements of this bid document. This certification is made under the laws of the State of

California.

PRINT NAME AND TITLE OF AUTHORIZED REPRESENTATIVE

SIGNATURE OF AUTHORIZED REPRESENTATIVE: DATE:

Bidding Preferences Claimed (Check only the preferences claimed)

Preferences: Certification Number/Expiration Date

DGS certified Small Business

DGS certified Micro Business

Non-Small Business Subcontractor Preference (committing use of 25% or more of DGS certified Small/Micro Business Subcontractors) include the OBS 555

DGS certified Disabled Veteran Business Enterprise

DVBE Incentive requested by bidder (include the completed OBS 554 with bid)

NVSA preference request

TACPA Attach all applicable forms

Bidder Providing Facility(ies) If the bidder is supplying the facility(ies) for services, please specify the complete address(es) of the facility(ies) where services will be provided (use additional sheets if necessary). The bidder hereby authorizes the State to insert the bidder’s facility(ies) listed below into the Exhibit A Scope of Work.

Street Address, City, State, Zip Code

Street Address, City, State, Zip Code

SAMPLE

SAMPLE

TBB IFB Number C5612474-D California Department of Corrections and Rehabilitation Exhibit A Scope of Work

PRE- EMPLOYMENT PSYCHOLOGICAL SCREENING

A. INTRODUCTION AND DESCRIPTION OF SERVICES

The California Department of Corrections and Rehabilitation (CDCR), Office of Peace Officer Selection (OPOS), Psychological Screening Program (PSP) provides pre-employment psychological screening of all applicants for the Department’s positions designated as peace officers. Pursuant to the requirements of Government Code section 1031(f), Penal Code section 13601(a), California Code of Regulations Sections 599.971 through 599.979, and Peace Officer Standards and Training (POST) Commission Regulations §1955, psychological screening is intended to identify those individuals, who because of maladaptive personality trait(s) or mental or emotional condition(s), are not suitable to perform peace officer duties in a safe and effective manner.

The PSP is composed of a core staff of psychologists who make suitability decisions after reviewing all screening data and information for each applicant. One component of the psychological screening process involves a psychological interview conducted by a POST-qualified doctor with each peace officer applicant. Subsequent to the interview, the doctor must submit a detailed report of their findings to the PSP. These psychological interviews are conducted by psychologists or psychiatrists under contract and are done either in-person at one of CDCR’s three main geographic regions of the State, or via telehealth, using CDCR PSP’s HIPAA compliant platform. All psychologists or psychiatrists conducting psychological interviews shall herein be referred to as “interviewing doctors” or “doctors.”

There will be one primary contract awarded to a single agency for the entire state, which requires that agency to provide services for all three of CDCR’s selection centers (Site 1- Northern, Site 2- Central, and Site 3- Southern as listed in Section C – Geographic Service Regions.). There will also be one secondary contract awarded to a single agency for the entire state. No partial contract will be awarded for any one specific region. IF and ONLY IF, the primary Contractor is unable to provide services, the “secondary” Contractor, defined as the second lowest responsible bidder, will be contacted.

B. CONTRACTOR’S RESPONSIBILITES

The Contractor(s) shall ensure that only qualified interviewing doctors perform psychological interviews for peace officer applicants. This evaluation will include, but may not be limited to, the following elements:

1. Provide PSP with a schedule of all doctor availability for conducting interviews (both in-person and telehealth) necessary to meet PSP’s projected interview needs. This information must be provided to PSP within three (3) business days from the date the notice was sent. PSP reserves the right to schedule interviews with non-primary contract agencies if the primary agency does not provide needed coverage within the prescribed timeframe, or if deemed to be clinically indicated by the PSP Chief Psychologist. PSP reserves the right to change the frequency in which it requests interview needs and will provide the Contractor thirty (30) calendar days-notice so that they may prepare for this change.

2. Review of psychological tests, questionnaires, relevant psychological and medical history records summaries, previous psychological reports, background investigation information, and any miscellaneous information must be completed at least one (1) business day prior to the scheduled psychological interview date. The documents to be reviewed by the interviewing doctor shall be provided by the PSP no less than two (2) business days prior to the scheduled psychological interview. If any issues are discovered, such as missing documents or other preparatory materials, it will be the interviewing doctor’s obligation to immediately notify the PSP Manager. Any issues shall be resolved at least one (1) day prior to conducting the face-to-face psychological interview.

3. Conduct semi-structured psychological interviews. The interviewing doctor shall verify each applicant’s identity by asking the applicant to provide one of the following types of valid, non-expired photo identifications: a driver’s license, military ID, government ID or passport, prior to the interview. All evaluation interviews shall be scheduled no less than 75 minutes apart and are required to last a minimum of 40 minutes. The interview times for six (6) evaluations in one day are: 9:00 am, 10:15 am, 11:30 am, 12:45 pm, 2:00 pm, and 3:15

pm. Any request to deviate from these interview times must be pre-approved by the PSP Chief Psychologist. Amendments may be made to interview days and times based on CDCR needs. Agencies will be given at least a thirty (30) calendar days-notice before any amendments are enacted.

4. At the PSP’s discretion, cases may be referred for a “clarifying interview” to obtain additional information to determine an applicant’s suitability. The interviewing doctor will be provided with written direction from a PSP psychologist regarding the additional information that must be obtained from the clarifying interview and included in the report. A clarifying interview shall be conducted at the same cost as the original psychological interview. At the discretion of the PSP Chief Psychologist, a clarifying interview may be assigned to a secondary Contractor or interviewing doctor. PSP reserves the right to schedule a clarifying interview with any doctor from any of CDCR’s contract agencies based on the specific clinical or logistical case factors.

5. Psychological decisions are valid for one (1) year. Peace officer applicants, who have not been hired within the one (1) year timeframe, will be required to undergo an updated psychological evaluation. The cost of the updated psychological interview shall be conducted at the same rate of the original psychological interview cost.

6. Prior to performing any interview, all interviewing doctors are required to attend training/orientation provided by the PSP. Additional trainings may be required at any time to prepare interviewing doctors for legal, clinical, or other relevant programmatic issues or changes. At the Chief Psychologist’s discretion, any interviewing doctor may be required to participate in additional trainings to remediate problems that may arise with interviewing, report writing, or psychological test interpretation. In the event of a change to the psychological tests used by PSP for screening, additional training will be required by the CDCR. Time and travel expenses for these training sessions are not reimbursable by the CDCR. Any request or decision to deviate from these requirements must be pre-approved by the PSP Chief Psychologist.

7. The PSP will provide written guidelines that outline important procedural requirements of

PSP operations and professional expectations. It is the responsibility of each interviewing doctor to be thoroughly familiar with these guidelines, as they will constitute the standards by which the professional work of the doctors shall be evaluated. Failure to follow the requirements outlined in these guidelines may result in the termination of services and/or nonpayment.

8. All interviewing doctors are expected to demonstrate the following:

a) A comprehensive understanding of psychopathology, personality traits and psychological factors that can affect peace officer work performance.

b) A comprehensive understanding of the psychological tests used in the screening process, as well as the clinical significance of test results.

c) Excellent interpersonal and interviewing skills.

d) Professional behavior at all times.

e) Arrive on time for all interviews.

f) Knowledge of PSP systems and ability to respond to PSP needs requests within forty-eight (48) business hours.

g) Ability to consistently write cogent, well-reasoned, fully substantiated, Pre- Employment

Psychological Screening reports that are consistent with PSP’s specific requirements, and as communicated in trainings provided by PSP. (See Attachments 1, 2 and 3, Sample Screening Reports)

9. For logistical purposes (scheduling, transmission of data and records, etc.), each interviewing doctor shall maintain the following communication media:

a) Voice telephone service (with voice mail or answering service).

b) Cellular telephone for immediate contact.

c) Scanning capability.

d) Broadband Internet and e-mail service that is checked daily.

Due to the confidential and sensitive nature of the information and data involved in psychological screenings, all media must be secure to ensure all materials are transmitted (e.g. via WatchDox web based system) in a HIPAA compliant manner. Each interviewing doctor providing services, whether Contractor or Subcontractor, will be required to electronically receive/transmit reports using the CDCR encrypted email system.