IFB_Package_A231008329.pdf

Gavin Newsom Governor

Nancy Ward Director

INVITATION FOR BID

INVITATION FOR BID

Notice to Prospective Bidders

IFB A231008329

PSC HVAC Maintenance and Repair Services – Northern California

You are invited to review and respond to the California Governor’s Office of Emergency Services, hereinafter referred to as “Cal OES, Invitation for Bid (IFB) A231008329, titled PSC HVAC Maintenance and Repair Services – Northern California. In submitting your bid, you must comply with these instructions found herein.

This agreement falls under public works guidelines and the contractor shall adhere to all public works contract requirements stated in this IFB and Sample Agreement.

Note that all agreements entered into with Cal OES will include by reference General Terms and Conditions and Contractor Certification Clauses that may be viewed and downloaded at the Internet site:

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

Bidders are encouraged to carefully read the entire solicitation. The need to verify all documentation and responses prior to the submission of bids is the responsibility of the bidder and cannot be overemphasized. Please ensure insurance requirements and, if applicable, prevailing wages are considered in your bid amounts.

It is the opinion of Cal OES that this IFB is complete and without need of explanation.

However, if you have questions, or need any clarifying information, the contact person for this IFB is:

Cheng Xiong California Governor’s Office of Emergency Services

Purchasing Division, Contracts Unit contractsunit@caloes.ca.gov

Please submit questions, including requests for hard copies of IFB documents, to the email address listed above referencing the IFB number in the subject line of the email. Note that no verbal information given will be binding upon the State unless such information is issued in writing as an official addendum. Questions via phone calls or in person are not accepted.

https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language mailto:contractsunit@caloes.ca.gov

Any attempt by a bidder to initiate contact with any member of Cal OES staff, other than the Cal OES Contract Analyst, regarding this IFB may disqualify the Bidder from further consideration.

RESPONSES TO THE IFB MAY BE SUBJECT TO DISCLOSURE PURSUANT TO THE CALIFORNIA

PUBLIC RECORDS ACT. Any trademark or propriety information must be expressly marked as such.

CALIFORNIA GOVERNOR’S OFFICE OF EMERGENCY SERVICES IFB A221008329

PSC HVAC Maintenance and Repair Services

TABLE OF CONTENTS

A. PURPOSE AND DESCRIPTION OF SERVICES

B. BIDDER MANDATORY QUALIFICATIONS

C. BID REQUIREMENT INFORMATION

D. PREFERENCE AND INCENTIVE PROGRAMS

E. REQUIRED ATTACHMENTS

ATTACHMENT 1 - REQUIRED ATTACHMENT CHECKLIST

ATTACHMENT 2 - BID PROPOSAL FORM

ATTACHMENT 3 - BID/BIDDER CERTIFICATION SHEET

ATTACHMENT 4 - CONTRACTOR CERTIFICATION CLAUSES

ATTACHMENT 5 - DARFUR CONTRACTING ACT CERTIFICATION

ATTACHMENT 6 - PAYEE DATA RECORD, STD 204 & STD 205

ATTACHMENT 7 - BIDDER DECLARATION SHEET, GSPD-05-105

ATTACHMENT 8 - COST SHEET

ATTACHMENT 9 - REFERENCES

ATTACHMENT 10 - NON-COLLUSION DECLARATION

ATTACHMENT 11 - CONTRACTOR’S LICENSE

ATTACHMENT 12 - DIR PROOF OF REGISTRATION

ATTACHMENT 13 - SAMPLE AGREEMENT

A. PURPOSE AND DESCRIPTION OF SERVICES

Cal OES is seeking qualified Contractors to provide PSC HVAC Maintenance and Repair Services. The contractor is responsible for meeting all of the required licenses and certifications required to perform the scope of services set forth in this solicitation.

B. BIDDER MANDATORY QUALIFICATIONS

A. Bidder qualifications and licensing requirements, if any, are referenced in Sample Agreement, Exhibit A, Statement of Work.

B. The Contractor shall possess and maintain throughout the term of this Agreement, a valid California “C-20 – Warm-Air Heating, Ventilating and Air- Conditioning Contractor” Specialty License, issued by the California Contractor’s State License Board (CSLB) or a “B – General Building” Contractor’s license with a subcontractor who possesses the required specialty license.

C. The Contractor shall provide a copy of a valid California City or County business license (if applicable) or, if a corporation is located within the State of California, incorporation documents or a letter form the Secretary of State or, if not a California business, an affidavit that the business is in good standing with the state, province or country in which the business is headquartered.

D. The Contractor must be registered with the Department of Industrial Relations at the time of bid submittal and maintain a current registration throughout the term of the Agreement.

E. The Contractor agrees to adhere to stipulations as stated in Standard California Non-Discrimination Construction Contract Specifications (STD 18):

https://www.documents.dgs.ca.gov/dgs/fmc/PDF/Retired/std018.pdf

F. The Contractor must not, in the proceeding five (5) years, have been convicted of violating a State or Federal law regarding the employment of undocumented aliens.

G. The Contractor must supply proof of insurance that meets the requirements in Exhibit D, Additional Provisions, upon award and maintain the established insurance thresholds throughout the term of the Agreement.

H. The Contractor must certify they are in good standing and qualified to conduct business in California. Persons or companies identified on the list of the largest tax delinquents by the Franchise Tax Board or the Board of https://www.documents.dgs.ca.gov/dgs/fmc/PDF/Retired/std018.pdf

Equalization under authority of section 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.

C. BID REQUIREMENT INFORMATION

1. KEY ACTION DATES

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

2. BIDDER’S WALKTHROUGH

a) A Mandatory Bidder’s conference/walkthrough is scheduled at the date and time shown in the above table, for the purpose of PSC HVAC Maintenance and Repair Services Contract. Please check in at time of arrival.

b) In the event a potential prime contractor is unable to attend a mandatory Bidder’s conference/walkthrough, an authorized representative may attend on their behalf. The representative may only sign-in for one (1)

ACTION DATE AND TIME

IFB Available to Prospective Bidders March 19, 2024

Mandatory Bidder’s Walkthrough

RSVP with Yolanda Villasenor at:

(916) 894-5073 Yolanda.Villasenor@caloes.ca.gov

There are three (3) options for a walkthrough. At least one (1) walkthrough is mandatory.

A. Oroville Dam 2055 Lincoln Ave, Oroville, CA 95966 March 26, 2024, 9:00 AM (PST)

B. Vina Helitack Base 4520 Highway 99 East, Vina, CA 96092 March 26, 2024, 11:00 AM (PST)

C. Redding MW Center

1000 W Cypress Ave, Redding, CA 96001 March 26, 2024, 1:00 PM (PST)

Deadline to Submit Questions March 29, 2024, 1:00 PM

Deadline for Responses to Questions April 2, 2024

Final Date for Submission of Bid April 5, 2024, received by 11:00 AM (PST)

Bid Opening April 5, 2024, 2:00 PM (PST)

Proposed Award Date April 17, 2024

Term Start Date May 1, 2024, or upon approval, whichever is later

Term End Date of Agreement April 30, 2027 mailto:Yolanda.Villasenor@caloes.ca.gov company. Subcontractors may not represent a potential prime contractor at a mandatory Bidder’s conference/walkthrough. No bid will be accepted unless the Bidder or his authorized representative will be in attendance at a mandatory conference/walkthrough.

c) For Bidders who need assistance due to a physical impairment, a reasonable accommodation will be provided by Cal OES, upon request.

The Bidder must email contractsunit@caloes.ca.gov at least forty-eight

(48) hours prior to the Bidder’s conference/walkthrough in order that arrangements can be made in advance of arrival time.

3. WRITTEN QUESTIONS

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. Bidders may submit questions via email to contractsunit@caloes.ca.gov referencing the IFB number in the subject line of the email. To ensure a response, questions must be received by the date given in Key Action Dates.

Question and Answer Sets will be provided to all Bidders without identifying the submitters and will be posted as an official document.

4. SUBMISSION OF BID

a) All bids must be submitted electronically and received by Cal OES by the date and time shown in Key Action Dates.

b) Due to the Covid-19 guidance/restrictions, electronic delivery of the bid is required. Bids must be delivered by emailing contractsunit@caloes.ca.gov by the proposal submission deadline. It is up to the Bidder to ensure that electronic documents are viewable by Cal OES (provide in standard MS Office and/or Adobe formats for example).

c) Bids must bear a signature, on all documents requiring a signature, of a person authorized to bind the bidding firm.

d) It is the Bidder’s responsibility for ensuring that the bid is received by the submission deadline. Any bid received after the scheduled closing time for the receipt of bids will not be considered.

e) All bids shall include the documents identified in Attachment 1, Required Attachment Checklist. Bids not including the proper "required mailto:contractsunit@caloes.ca.gov attachments" shall be deemed non-responsive. A non-responsive bid is one that does not meet the basic bid requirements.

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

g) Costs incurred for developing bids and in anticipation of award of the agreement are entirely the responsibility of the bidder and shall not be charged to Cal OES.

h) An individual who is authorized to bind the bidder contractually shall sign Attachment 2, Bid Proposal Form. The signature shall indicate the title or position that the individual holds in the firm. An unsigned bid will be rejected.

i) A bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the bid submission deadline.

Bidder modifications offered in any other manner, oral or written, will not be considered.

j) A bidder may withdraw its bid by submitting a written withdrawal request to Cal OES, signed by the bidder or an authorized agent. A bidder may thereafter submit a new bid prior to the bid submission deadline. Bids may not be withdrawn without cause subsequent to bid submission deadline.

k) Cal OES may modify the IFB prior to the date fixed for submission of bids by the issuance of an addendum to all parties who received a bid package.

l) Where applicable, the bidder should carefully examine work sites and specifications. Bidder shall investigate conditions, character, and quality of surface or subsurface materials or obstacles that might be encountered. No additions or increases to the agreement amount will be made due to a lack of careful examination of work sites and specifications.

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

n) Introduction letters, expensive bindings, colored displays, promotional materials, etc., should not be included in the bid submission. Emphasis should be concentrated on conformance to the IFB instructions, responsiveness to the IFB requirements and completeness and clarity of content.

5. REJECTION OF BID SUBMISSIONS

a) A bid submission not received by the date and time specified in Key Action Dates will be rejected and will not be opened.

b) The bid submission must not contain false or misleading statements, or provide references which do not support an attribute or condition claimed by the Bidder. If, in the opinion of CAL OES, such information was intended to mislead CAL OES in its evaluation of the bid, and the attribute, condition, or capability is a requirement of this IFB, it will be the basis for rejection of the bid submission.

c) Deviations in the bid submission, whether or not intentional, may cause the bid submission to be non-responsive and not considered for award.

d) Unless previously approved by the State through the written questions process identified in Section 2, any material submitted by any Bidder in the final bid submission that is marked “CONFIDENTIAL” or “PROPRIETARY” may cause the entire bid submission to be deemed non-responsive and rejected.

e) Cal OES 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, the General Terms and Conditions are not negotiable.

f) Cal OES is not required to award a contract. Cal OES reserves the right to reject any or all bids and to waive informalities and minor irregularities in bids received and to accept all or any portion of a bid, if deemed in the best interest of the State and not contrary to law. Cal OES’ waiver of any immaterial deviation or defect will in no way modify the IFB documents or excuse the contractor from full compliance with the IFB specification, if awarded the contract.

g) A bid may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind.

6. EVALUATION AND SELECTION

a) Due to the Covid-19 guidelines/restrictions, the bid opening will be held via conference call. To receive conference call dial-in instructions contact contractsunit@caloes.ca.gov prior to opening date and time.

1) During the bid opening, Cal OES will read aloud and record the Bidder’s Name and their Grand Total Combined Amount from the Attachment 7, Cost Sheet.

b) The Cal OES Contract Analyst will further verify and evaluate the bid submissions as described in the IFB to determine lowest responsive responsible bidder. The further review may include, but is not limited to:

1) Validation of References;

2) Cost Sheet calculations have been verified;

3) SB Preferences have been evaluated, confirmed and calculated;

4) DVBE Participation Incentives have been evaluated, confirmed and calculated;

5) Largest tax delinquents eligibility confirmed;

6) Corporate standing has been verified with State of California, Secretary of State; and

7) Commercially Useful Function (CUF) analysis

8) Verification of required documents

c) During further review, if any of the required documents are missing, incomplete, modified or contain alterations, the evaluation committee may reject the bid submission as non-responsive.

d) The documents provided by the Contractor in their bid submission enable

Cal OES to evaluate for responsiveness. Cal OES reserves the right to ask clarifying questions during evaluation.

e) Cal OES will determine the validity of references and signatory authority of winning bidder prior to awarding contract or posting Notice of Intent to Award.

f) Nothing in this section will require the awarding of the contract if no bids are received offering a contract price that, in the opinion of Cal OES, is a reasonable price.

7. AWARD AND PROTEST

a) Contract award, if made, will be awarded to the Bidder whose bid has the lowest responsive responsible submission.

b) In the event of a tie, representatives of Cal OES will flip a coin to determine the winning bidder. The coin flip will be witnessed and documented by two (2) or more Cal OES employees.

c) Whenever an Agreement is awarded under a procedure which provides for competitive bidding, but the Agreement is not to be awarded to the low bidder, the low bidder shall be notified by email five (5) working days prior to the award of the Agreement.

d) Upon written request by any bidder, notice of the proposed award shall be posted in a public place in the lobby of the OES Headquarters at least five (5) working days prior to awarding the Agreement.

e) In addition to the public posting at the above-mentioned lobby, the notice will simultaneously be posted online for the same five (5) business days on the Cal eProcure webpage for this solicitation.

f) If any bidder, prior to the award of Agreement, files a protest with the

Department of General Services (DGS), Office of Legal Services, and OES on the grounds that the (protesting) bidder is the lowest responsible bidder, the Agreement shall not be awarded until either the protest has been withdrawn or DGS has decided the matter (Public Contract Code §10345).

g) Within five (5) days after filing the initial protest, the protesting bidder shall file with DGS and OES a detailed written statement specifying the grounds for the protest. The written protest must be sent to the

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

A copy of the detailed written protest should be mailed to OES, Contracts Manager, 10391 Peter A McCuen Blvd, Mather, CA 95655 or emailed to ContractsUnit@Caloes.ca.gov

It is suggested that any protest be sent certified or registered mail.

8. DISPOSITION OF BIDS

a) Upon bid opening, all documents submitted in response to this IFB will become the property of the State of California, and will be regarded as mailto:OLSProtests@dgs.ca.gov mailto:OLSProtests@dgs.ca.gov mailto:ContractsUnit@Caloes.ca.gov public records under the California Public Records Act (Gov. Code § 6250 et seq.) and subject to review by the public.

9. PERFORMANCE OF SERVICE

a) Upon award of the contract, the winning Bidder must provide a Certificate of Insurance (COI) within ten (10) working days from award of contract.

This COI will identify the required insurance as indicated in the attached Sample Standard Agreement (STD 213), Statement of Work (SOW), Exhibit D.

b) Upon award of the contract, the winning Bidder agrees to execute the contract on the State’s Standard Agreement (STD 213), including all Exhibits. The Agreement must be signed by an individual authorized to bind the firm contractually.

10. AGREEMENT EXECUTION AND PERFORMANCE

a) Performance shall start not later than ten (10) days after approval of the Contract, or on the express date set by Cal OES and the Contractor, after all approvals have been obtained and the agreement is fully executed.

Should the Contractor fail to commence work at the agreed upon time, Cal OES, upon five (5) days written notice to the Contractor, reserves the right to terminate the agreement. In addition, the Contractor shall be liable to the State for the difference between Contractor's bid price and the actual cost of performing work by the second lowest bidder or by another contractor.

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

11. TAX DELINQUENT STATUS VERIFICATION

a) Effective July 1, 2012 Public Contract Code 10295.4, requires state agencies to verify the tax delinquent status of bidders responding to state solicitations.

b) At the time of bid evaluation, prior to contract award and execution, the State will verify all proposing firms and identified subcontractors as not listed as tax delinquent by the Franchise Tax Board and the California Department of Tax and Fee Administration. Any proposing firms or subcontractor listed as tax delinquent shall result in a proposal rejection and will not be considered for contract award. Proposing firms wanting further clarification can refer to the statute above or to the websites listed below for additional information.

California Department of Tax and Fee Administration – Top 500 Sales Tax and Use Delinquencies in California https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm

Franchise Tax Board – Top Delinquent Tax Payers https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.html

12. PREVAILING WAGE RATE

Pursuant to California law, the wage rate schedules established by the CA Department of Industrial Relations for Sacramento County shall apply to the Project, effective on the “IFB Release Date.” The wage rates may be viewed at http://www.dir.ca.gov/dlsr/DPreWageDetermination.htm.

13. PUBLIC WORKS CONTRACTOR REGISTRATION PROGRAM

No Contractor or Subcontractor may be listed on a bid proposal for a public works contract unless registered with the DIR pursuant to Labor Code (LC) section 1725.5 (with limited exceptions from this requirement for bid purposes only under LC section 1771.1 (a)).

No Contractor or Subcontractor may be awarded a public works contract unless registered with DIR pursuant to LC section 1725.5.

This project is be subject to compliance monitoring and enforcement by the Department of Industrial Relations. Refer to http://www.dir.ca.gov/Public- Works/SB854.html for more information.

The Contractor shall maintain its registration with the Department of Industrial Relations per the requirements set forth in Labor Code 1725.5(a) (1) during the term of this Agreement.

Cal OES will verify each of the registration numbers and bidder’s that do not possess the required DIR registration will be deemed non-responsive and rejected from further consideration in the solicitation process.

D. PREFERENCE AND INCENTIVE PROGRAMS

Preference and Incentive Programs are each identified below. When the Bidder satisfies the requirements and requests bid preferences and incentives, the Bidder must clearly identify in their bid submission for which of the programs it https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.html https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.html http://www.dir.ca.gov/dlsr/DPreWageDetermination.htm http://www.dir.ca.gov/Public-Works/SB854.html http://www.dir.ca.gov/Public-Works/SB854.html qualifies. Denial of those preference or incentive requests is not a basis for rejection of the bid.

1. SMALL BUSINESS ENTERPRISE PREFERENCE PROGRAM

California Government Code (GC) section 14835, et seq., requires a preference be given to Bidders who are California Certified Small Business (SB). The rules and regulations of this law, including the definition of a SB for the delivery of goods and services, are contained in California Code of Regulations, title 2, section 1896 et seq.

a) A 5% preference, (not to exceed $50,000) is available to a certified SB. A

Bidder claiming this preference must be certified by the Office of Small Business and Disabled Veteran Enterprise Services (OSDS) as a SB.

Questions regarding certification should be directed to the OSDS at (916) 375-4940.

To be considered as a certified SB, the Bidder must have a complete application package on file with the OSDS by 5:00 p.m. on the Deadline for IFB Submission. Questions regarding the certification approval process should be directed to the OSDS. A copy of the regulations, instructions and format for claiming the Small Business Preference is available at:

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement- Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business- Disabled-Veteran-Business-Enterprise#@ViewBag.JumpTo

To claim the Small Business Preference please see Attachment 6, Bidder Declaration (GSPD-05-105).

NOTE: Pursuant to GC 14837, only a SB who performs a commercially useful function relevant to the Scope of Work included in this IFB may qualify the Bidder for a SB preference.

b) Non-Small Business Subcontractor Preference:

A 5% preference, (not to exceed $50,000) is available to a non-small business (NS) claiming 25% California-certified small business subcontractor participation. A Bidder claiming this preference must list one or more SB subcontractor(s), whom the Bidder commits to subcontract in an amount of at least twenty-five percent (25%) of the work performed under this contract.

To claim the Small Business Preference please see Attachment 6, Bidder Declaration (GSPD-05-105).

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise#@ViewBag.JumpTo https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise#@ViewBag.JumpTo https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business-Disabled-Veteran-Business-Enterprise#@ViewBag.JumpTo

NOTE: Pursuant to GC 14837, only a SB who performs a Commercially Useful Function (CUF) relevant to the Scope of Work included in this IFB may be used to qualify the Bidder for the Non-Small Business Subcontractor Preference.

2. DISABLED VETERAN BUSINESS ENTERPRISE INCENTIVE

It is the intent of the California Legislature that every State procurement authority honor California’s disabled veterans by taking all practical actions necessary to meet or exceed the Disabled Veteran Business Enterprise participation goal of a minimum of three percent (3%) of total contract value.

The Disabled Veteran Business Enterprise (DVBE) Certification and Outreach Branch program was created for this purpose. Under Senate Bill 115, Section 999.5, an incentive program was established.

Cal OES shall waive the DVBE participation requirement for this solicitation.

However, pursuant to Military and Veterans Code Section 999.5, subdivision (a), an incentive will be given to a Bidder who provides DVBE participation.

The DVBE Incentive is as follows:

Confirmed DVBE Participation (Bidder Declaration)

Incentive Amount

5% or Over 5% 4% to 4.99% Inclusive 4% 3% to 3.99% Inclusive 3% 2% to 2.99% Inclusive 2% 1% to 1.99% Inclusive 1%

A Bidder is eligible to receive this additional DVBE incentive if they are a certified DVBE or if a non DVBE Bidder commits to use a certified DVBE(s) as subcontractor(s).

a) Certified DVBE Bidder additional incentive considerations:

1) Commit to performing 1% or more of the contract bid value with the prime bidders’ firm or in combination with another DVBE(s)

2) Document DVBE participation on the Bidder Declaration GSPD-05- 105, Attachment 6.

3) At the Cal OES’ option a DVBE Bidder working in combination with other DVBE(s) will submit proof of its commitment by submitting a written confirmation from the DVBE(s) identified as a subcontractor on the Bidder Declaration GSPD-05-105. When requested, the written confirmation must be submitted within the timeframe identified in the notification. Failure to submit the written confirmation as specified may be grounds for bid rejection.

b) Non-DVBE Bidder additional incentive considerations:

1) Commit to using certified DVBE(s) for 1% or more of the bid value.

2) Document DVBE participation on the Bidder Declaration GSPD-05- 105, Attachment 6.

3) At the Cal OES’ option prior to contract award, a Bidder is to submit proof of its commitment by submitting a written confirmation from each DVBE identified as a subcontractor on the Bidder Declaration GSPD-05-105. When requested, the document(s) must be submitted within the timeframe identified in the notification. Failure to submit the written confirmation as specified may be grounds for bid rejection.

NOTE: Pursuant to Military and Veterans Code section 995.5, only a DVBE who performs a Commercially Useful Function (CUF) relevant to the Scope of Work included in this IFB may qualify the Bidder or be used to qualify the Bidder for a DVBE participation and/or DVBE incentive.

c) Locating DVBE Subcontractors

1) State Resources: Access the list of all certified DVBEs by using the Department of General Services, Procurement Division (DGS-PD), online certified firm database at: www.caleprocure.ca.gov

To begin your search, click on “Small Business/Disabled Veteran Business Enterprise,” then click “Search for Certified SB/DVBE Firms.”

Search by “Keywords” or “UNSPSC Classifications” that apply to the elements of work you want to subcontract to a DVBE. Check for subcontractor ads that may be placed on the California State Contracts Register (CSCR) for this solicitation prior to the closing date. You may access the CSCR at: www.caleprocure.ca.gov. For questions regarding the online certified firm database and the CSCR, please call the OSDS at (916) 375-4940 or send an email to:

OSDSHelp@dgs.ca.gov http://www.caleprocure.ca.gov/ http://www.caleprocure.ca.gov/ mailto:OSDSHelp@dgs.ca.gov

3. APPLYING PREFERENCE AND INCENTIVES

a) Preferences and incentives are used for bid tabulation purposes to determine the lowest responsive responsible bidder. Strict adherence to the laws and regulations to apply the preferences and incentives will be followed. If awarded the contract, the preference and/or incentive does not alter the amount of the resulting contract. Please be aware that contracts awarded with applied preferences or incentives will be monitored throughout the life of the contract for compliance to statutory, regulatory and contractual requirements.

b) The SB preference of 5% will be applied when a responsible Bidder that is not a CA certified SB or a NS claiming 25% CA certified SB subcontractor participation submits the lowest responsive responsible bidder proposal.

(Note: NS claiming SB subcontractor preference cannot remove an award from a certified SB.)

c) The DVBE incentive will be applied to each qualified Bidder’s verified DVBE participation percentage from the number 1 ranked lowest responsive responsible bidder proposal, regardless if Bidder is an SB/DVBE. If a SB is ranked number 1 after SB preference has been applied, the DVBE incentive is only calculated for Bidders certified as SBs.

d) The TACPA preference will be applied after the SB preference and the

DVBE incentive.

E. REQUIRED ATTACHMENTS

1. Required Attachment Checklist

2. Bid Proposal Form

3. Bid/Bidder Certification Sheet

4. Contractor Certification Clauses

5. Darfur Contracting Act Certification

6. Payee Data Record, STD 204 & STD 205

7. Bidder Declaration Sheet, GSPD-05-105

8. Cost Sheet

9. References

10. Non-Collusion Declaration

11. Contractor’s License

12. DIR Proof of Registration

13. Sample Agreement (reference only)

ATTACHMENT 1 - REQUIRED ATTACHMENT CHECKLIST

A complete bid or bid package will consist of the items identified below. Complete this checklist to confirm the items in your bid. Place a check mark or “X” next to each item that you are submitting to Cal OES. For your bid to be responsive, all required attachments must be returned.

Company Name: _____________________________

ATTACHMENT REQUIRED ATTACHMENT NAME

Attachment 1 YES Required Attachment Checklist

Attachment 2 YES Bid Proposal Form

Attachment 3 YES Bid/Bidder Certification Sheet

Attachment 4 YES Contractor Certification Clauses

Attachment 5 YES Darfur Contracting Act Certification

Attachment 6 YES Payee Data Record, STD 204 & STD 205

Attachment 7 YES Bidder Declaration Sheet, GSPD-05-105

Attachment 8 YES Cost Sheet

Attachment 9 YES References

Attachment 10 YES Non-Collusion Declaration

Attachment 11 YES Contractor’s License

Attachment 12 YES DIR Proof of Registration

Attachment 13 NO Sample Agreement

ATTACHMENT 2 - BID PROPOSAL FORM

BID PROPOSAL FORM

IFB A231008329

THE STATE OF CALIFORNIA

GOVERNOR’S OFFICE EMERGENCY SERIVCES

Name of Bidding Firm: ___________________________________

Deliver to: Cal OES 3650 Schriever Avenue Mather, CA 95655

The undersigned hereby proposes and agrees to furnish all labor, materials, and equipment, and to perform all work required for the above-named IFB in the manner and time prescribed in the Statement of Work (SOW), Exhibit A, and all corresponding Exhibits, and such addenda thereto as may be issued prior to bid opening date and in accordance with prevailing wage rates ascertained by the Department of Industrial Relations and set forth on the DIR web site (http://www.dir.ca.gov/DLSR/statistics_research.html) for General Prevailing Wage Rates. The Bid Price, set forth below in clear legible figures, includes the cost of Bonds, insurance, sales tax, and every other item of expense, direct or indirect, incidental to the Bid Price.

List of Subcontractors who will perform work, labor, or render services in an amount in excess of one-half of 1% of the prime contractor’s total bid; and the portion of the work that each will perform. (PCC § 4101.)

Subcontractor

Name Business Address Type of

License and Number

Type of Work Performed

DIR

Number

Grand Total as entered in Exhibit B-1, Cost Sheet: $__________________________ http://www.dir.ca.gov/DLSR/sttistics_research.html

NONDISCRIMINATION COMPLIANCE STATEMENT

The company named above (hereinafter referred to as "prospective contractor") hereby certifies, unless specifically exempted, compliance with Government Code Section 12990 (a-f) and California Code of Regulations, Title 2, Division 4, Chapter 5 in matters relating to reporting requirements and the development, implementation and maintenance of a Nondiscrimination Program. Prospective contractor agrees not to unlawfully discriminate, harass or allow harassment against any employee or applicant for employment because of sex, race, color, ancestry, religious creed, national origin, physical disability (including HIV and AIDS), medical condition (cancer), age (over 40), marital status, denial of family care leave and denial of pregnancy disability leave.

Legal Name of Bidder: Federal I.D. No.:

Contractor's License No.: License Expiration Date: License Classification: ________

Contractor’s Public Works Registration No. (Dept. of Industrial Relations): _______________________________

Contractor’s DGS Small Business/DVBE Certification Number: __________________________________________

Business Address: _____________________________________________________________________________________ (Street and/or P.O. Box) (City) (State) (Zip)

E-Mail Address: _____________________________________________________________________________________

Business Telephone No.:

SIGN HERE ------>

Signature of Bidder Date

Print Name and Title of Bidder

ATTACHMENT 3 - BID/BIDDER CERTIFICATION SHEET

BID/BIDDER CERTIFICATION SHEET

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

A. Our all-inclusive bid is submitted as detailed in Attachment 7, Cost Proposal.

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

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

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

1. Company Name 2. Telephone Number

2a. Fax Number

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation Indicate the applicable employee and/or corporation number:

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

9. Indicate applicable license and/or certification information:

10. Bidder’s Name (Print) 11. Title

12. Signature 13. Date

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

a. California Small Business b. Disabled Veteran Business Enterprise

Yes No Yes No If yes, enter your service code below: If yes, enter certification number:

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

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

Completion Instructions for Bid/Bidder Certification Sheet

Complete the numbered items on the

Bid/Bidder Certification Sheet by following the instructions below.

Item Numbers

Instructions

1, 2, 2a, 3

Must be completed. These items are self-explanatory.

Check if your firm is a sole proprietorship. A sole proprietorship is a form of business in which one person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business.

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

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

Enter your federal employee tax identification number.

Enter your corporation number assigned by the California Secretary of State’s Office.

This information is used for checking if a corporation is in good standing and qualified to conduct business in California.

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

10, 11, 12, 13

Must be completed. These items are self-explanatory.

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

ATTACHMENT 4 - CONTRACTOR CERTIFICATION CLAUSES

A Bidder must complete the Contractor Certification Clauses located at the following internet site:

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

ATTACHMENT 5 - DARFUR CONTRACTING ACT CERTIFICATION

A Bidder must complete the Darfur Contracting Act Certification located at the following internet site:

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

ATTACHMENT 6 - PAYEE DATA RECORD, STD 204 & STD 205

A Bidder must complete the Payee Data Record and the Supplement form (if needed), located at the following internet sites:

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf

ATTACHMENT 7 - BIDDER DECLARATION SHEET, GSPD-05-105

A Bidder must complete the Bidder Declaration, located at the following internet site:

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

When completing the declaration, Bidders must identify all subcontractors proposed for participation in the contract. Bidders awarded a contract are contractually obligated to use the subcontractors for the corresponding work identified unless the State agrees to a substitution and it is incorporated by amendment to the contract.

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

ATTACHMENT 8 - COST SHEET

Refer to Exhibit B-1 in the Sample Agreement, SOW.

ATTACHMENT 9 - REFERENCES

List three (3) clients served in the past three (3) years for which the bidding firm provided similar services. List the most recent first. References should provide evidence that Contractor meets the minimum qualifications as stated in this IFB and provides similar services as stated in SOW, Exhibit A. Cal OES cannot be used as a reference.

REFERENCE 1

Name of Firm Street Address City State Zip Code Contact Person Telephone Number Email Address Dates of Service Value or Cost of Service Brief Description of Service Provided

REFERENCE 2

Name of Firm Street Address City State Zip Code Contact Person Telephone Number Email Address

REFERENCE 3

Name of Firm Street Address City State Zip Code Contact Person Telephone Number Email Address

ATTACHMENT 10 - NON-COLLUSION DECLARATION

NON-COLLUSION DECLARATION TO BE EXECUTED BY BIDDER AND

SUBMITTED WITH BID FOR PUBLIC WORKS (Rev 6/17)

The undersigned declares:

I am the _________________________________(title) of _________________________________ (business name), the party making the foregoing bid.

The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct, and that this declaration is executed on _______________ (date), at ________________________ (city), ________________________ (state).

Signed: __________________________________________

Print/Type Name:__________________________________________

ATTACHMENT 11 - CONTRACTOR’S LICENSE

The Contractor is required to provide a copy of the following licenses:

1. C-20 – Warm-Air Heating, Ventilating and Air-Conditioning Contractor Specialty License, issued by the California Contractor’s State License Board (CSLB), or

2. B – General Building Contractor’s license if using a subcontractor who possesses the required specialty license.

3. A copy of a valid California City or County business license (if applicable) or, if a corporation is located within the State of California, incorporation documents or a letter form the Secretary of State or, if not a California business, an affidavit that the business is in good standing with the state, province or country in which the business is headquartered.

ATTACHMENT 12 - DIR PROOF OF REGISTRATION

As required by law, proof of registration with the Department of Industrial Relations shall be provided and submitted along with the bid form. All contractors and subcontractors responding to this IFB shall be registered with the Department of Industrial Relations as a Public Works Contractor. http://www.dir.ca.gov/Public-Works/PublicWorks.html.

Contractors who do not meet this requirement upon bid opening shall be deemed non-responsive.

http://www.dir.ca.gov/Public-Works/PublicWorks.html

ATTACHMENT 13 - SAMPLE AGREEMENT

Note to Bidders: The following pages represent a sample of the Agreement that will be awarded, if any, from this IFB. Please review it carefully and present any questions in writing to the contact identified for this IFB.

2. The term of this Agreement is:

SAMPLE

SAMPLE

California Governor’s Office of Emergency Services Contractor Name-TBD PSC HVAC Maintenance and Repair Services – Northern CA Agreement No. A231008329

EXHIBIT A

STATEMENT OF WORK (SOW)

PSC HVAC MAINTENANCE AND REPAIR SERVICES – NORTHERN CALIFORNIA

1. OBJECTIVE

The California Governor’s Office of Emergency Services (CalOES), Public Safety Communications (PSC) hereinafter referred to as “Cal OES”, requires a Contractor, to provide heating, ventilation, and air conditioning (HVAC) system preventative maintenance, repair, and replacement services at multiple PSC sites throughout Northern California.

The Contractor shall provide all labor, materials, tools, and equipment to perform regularly scheduled maintenance services.

This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations (DIR). All Contractors and subcontractors, regardless of tier, shall be required to comply with the Monitoring and Enforcement Program, including, but not limited to, contractor registration, submittal of electronic certified payroll reports directly to the DIR, and cooperation with on-site monitoring by DIR personnel.

2. TERM/PERIOD OF PERFORMANCE

A. The period of performance for the Agreement shall be May 1, 2024, or upon approval, whichever is later, through April 30, 2027.

B. The Contractor shall not be authorized to deliver or commence the performance of services as described in this SOW until the Agreement has been fully executed. Any delivery or performance of service that is commenced prior to the execution of the Agreement shall be considered voluntary on the part of the Contractor and non-compensable.

C. Consistent with the terms and conditions of the original solicitation, and upon mutual consent, Cal OES and the Contractor may execute written amendments.

3. BUDGETED AMOUNT

The initial award of this Agreement shall not exceed $TBD and there is no obligation on Cal OES’ part to utilize the entire amount. Any increases in the budgeted amount will be at the rates evaluated and considered herein.

Agreement No. A231008329

4. MANDATORY QUALIFICATIONS

A. The Contractor shall possess and maintain throughout the term of this Agreement, a valid California “C-20 – Warm-Air Heating, Ventilating and Air-Conditioning Contractor” Specialty License, issued by the California Contractor’s State License Board (CSLB) or a “B – General Building” Contractor’s license with a subcontractor who possesses the required specialty license.

B. The Contractor shall provide a copy of a valid California City or County business license (if applicable) or, if a corporation is located within the State of California, incorporation documents or a letter form the Secretary of State or, if not a California business, an affidavit that the business is in good standing with the state, province or country in which the business is headquartered.

C. The Contractor must be registered with the Department of Industrial Relations at the time of bid submittal and maintain a current registration throughout the term of the Agreement.

D. The Contractor agrees to adhere to stipulations as stated in Standard California Non- Discrimination Construction Contract Specifications (STD 18):

https://www.documents.dgs.ca.gov/dgs/fmc/PDF/Retired/std018.pdf

E. The Contractor must not, in the proceeding five (5) years, have been convicted of violating a State or Federal law regarding the employment of undocumented aliens.

F. The Contractor must supply proof of insurance that meets the requirements in Exhibit D, Additional Provisions, upon award and maintain the established insurance thresholds throughout the term of the Agreement.

G. The Contractor must certify they are in good standing and qualified to conduct business in California. Persons or companies identified on the list of the largest tax delinquents by the Franchise Tax Board or the Board of Equalization under authority of section 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.

5. PROJECT TASKS AND DELIVERABLES

The Contractor must perform project tasks and/or deliverables including, but not limited to, the following:

A. The Contractor will call PSC office to make an appointment for quarterly maintenance at least three (3) days in advance. The Contractor must report to the Contract Manager, or designee.

https://www.documents.dgs.ca.gov/dgs/fmc/PDF/Retired/std018.pdf

i. Table 1: Contact Information for Northern California:

ID Site Name Area No. Telephone 1 Vina Helitack Base Area 2 (530) 224-4881 2 Oroville Dam Area 5 (916) 894-5184 3 Redding MW Center Area 2 (530) 224-4881

B. The Contractor shall provide regular quarterly preventative maintenance services as noted below, between the hours of 0700 -1600. All costs associated with preventative maintenance (labor and parts) are to be included in the Quarterly-Annual preventative maintenance cost.

All scheduling must be approved by the Contract Manager before start of work (excluding state holidays). A list of state holidays can be found via the following link:

http://www.calhr.ca.gov/employees/Pages/state-holidays.aspx

Offices will be closed if any holiday falls on or is observed on a weekday, unless otherwise stated. If a State holiday falls on a day the services are to be performed, service must be performed on the day before or the day after the State holiday with prior approval by the Cal OES Contract Manager.

i. Table 2: Preventative Maintenance Schedule:

*Services to be based on location and accessibility due to weather, road, and environmental…