Invitation_for_Bid_(IFB)_No._124995.pdf

February 2, 2026

TO PROSPECTIVE BIDDERS

SUBJECT: INVITATION FOR BID (IFB) No. 124995

“As Needed” Assistive Technology Training Services

Term: June 1, 2026, through May 31, 2029

The Employment Development Department (EDD) invites you to submit your bid for the above service in accordance with the attached Specifications.

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

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

Wednesday, February 18, 2026, by 3:00 p.m. (PT)

If you have any questions, please contact me at Taliah.Andrade@edd.ca.gov

/s/TALIAH ANDRADE Contract Analyst

Enclosures

Cc: Stuart Sanchez mailto:Taliah.Andrade@edd.ca.gov

Employment Development Department 1416 9th Street, MIC 62-C

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

Bid Due Date: February 18, 2026

Time: 3:00 PM (PT)

Exhibit Pages

Instructions to Bidders

A Scope of Work Exhibit A-1, Specifications Exhibit A-2, Northern Facilities List Exhibit A-3, State of California Holiday Schedule

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

C *General Provisions – 02/2025

D Special Terms and Conditions

E Protection of Confidentiality Attachment E-1, Vendor/Contractor Confidentiality Statement Exhibit E-2, Idemnity Agreement Exhibit E-3, Data Destruction Certification Form F Safeguarding Contract Language Administative Requirements

G Safeguarding Contract Language for Technology Services

H Sample Standard Agreement, STD 213

Attachment

1 Cost Proposal

2 Bidder Declaration

3 Contractor Contractor Clauses (CCC 04/2017)………………………………. 4

4 Darfur Contracting Act Certification……………………………………………. 2

5 Payee Data Record, STD 204…………………………………………………. 2

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

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

Invitation for Bid No. 124995

IFB No. 124995

STATE OF CALIFORNIA

EMPLOYMENT DEVELOPMENT DEPARTMENT

INSTRUCTIONS TO BIDDERS

Invitation for Bid (IFB) No. 124995

1. Submission of Bids

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

b. Bidders shall complete and return the IFB Requirements Checklist, found on page 10, and all supporting documents listed. If mailed, the exterior of your envelope must clearly be noted: “INVITATION FOR BID, DO NOT OPEN IN MAIL ROOM, IFB NO. 124995.”

c. All submitted documents must be signed by an authorized representative of the bidder’s firm.

The forms must be completed in ink or typewritten. If errors are made, they must be crossed out and corrections printed in ink or typewritten adjacent to error. Corrections must be initialed in ink by person signing the bid forms.

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

e. Bid packages must be received and time stamped in Contract Services Group no later than 3:00 p.m. (PT) on the bid closing date of February 18, 2026. Signed copies of the sealed bid package are to be emailed, mailed or delivered to:

Regular, Overnight and/or Express Delivery:

Employment Development Department Mail Services 1416 9th Street Sacramento, CA 95814 Attn: Taliah Andrade, MIC 62-C

Email Delivery:

Taliah.Andrade@edd.ca.gov

Bids received and time stamped after 3:00 p.m. (PT) on the bid closing date of February 18, 2026, will be considered "late", disqualified and will be returned to sender.

Public Bid Opening

The public bid opening is scheduled for February 19, 2026 promptly at 9:00 a.m. The event will be held at the following address:

1416 9th Street Sacramento, CA 95814

Upon arrival, all attendees are required to check-in with security and sign-in on the bid opening record. All attendees will be escorted to the appropriate location.

mailto:Taliah.Andrade@edd.ca.gov

During the bid opening, each submission will be opened, read aloud, documented, and examined for preferences and incentives. To ensure efficiency, all questions and answers will be kept to a minimum.

2. Key Action Dates

Action Date Release IFB February 2, 2026 Deadline to Submit Questions February 6, 2026 by 3:00 PM PT Response to Questions February 11, 2026 by 4:00 PM PT Proposals Due February 18, 2026 by 3:00 PM PT Intent to Award Week of February 25, 2026 Contract Commencement June 1, 2026, or upon final approval

3. Online Small Business (SB) and Disabled Veteran Business Enterprise (DVBE)

Certification Process

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

4. Replacement of Disabled Veteran Business Enterprise Subcontractors

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

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

(DGS).

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

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

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

5. Award of the Agreement

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

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

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

Service Agency (SB/NVSA) Certification Preferences

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

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

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

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

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

(916) 375-4940.

d. California Certified Small Business Subcontractor Preference

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

The required list of California certified small business subcontractors must be attached to the bid response and must include the following: 1) subcontractor name; 2) address; 3) phone number; 4) a description of the work to be performed and/or products supplied; 5) and the dollar amount or percentage of the net bid price (as specified in the solicitation) per subcontractor.

Bidders claiming the five percent (5%) preference must commit to subcontract at least twenty-five percent (25%) of the net bid price with one or more California certified small businesses. Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Services no later than 5:00 p.m. on the bid due date, and the Office of Small Business and DVBE Services must be able to approve the application as submitted. Questions regarding certification should be directed to the Office of Small Business and DVBE Services at (916) 375-4940.

6. Rejection of Bids

a. If the bid is received after 3:00 p.m. (PT) on the due date of February 18, 2026 as stipulated in the bid package, the bid shall be rejected and returned to sender.

b. If it is found that a bidder is not responsible (i.e., has not paid taxes; has submitted a bid when the bidder’s license is suspended on the date of the bid opening and/or award of the Contract, or during the proposed term of the Agreement; submitted a bid without an authorized signature; falsified any information in the proposal package or has provided poor performance on a previous contract with the EDD, etc.), the bid/proposal shall be rejected.

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

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

7. Tie Bids

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

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

8. Subcontractors

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

9. Subcontractors Substitution

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

10. Disposition of Bids

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

11. Grounds For Protest

a. Those who may protest are as follows:

• For IFBs, the lowest responsible bidder meeting the specifications (if not awarded the

Contract).

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

11. Protest Exclusions

The State has no jurisdiction to consider a protest when:

• The Contract is considered a public works contract.

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

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

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

• The protest was not submitted in a timely manner.

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

12. Notification of the Right to Protest

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

Department of General Services

Office of Legal Services Attention: Bid Protest Coordinator

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

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

Contract Services Group 1416 9th Street, MIC 62-C

Sacramento, CA 95814 Email: BOPSDContractsExternal@edd.ca.gov

13. Conditions and Commitment

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

a. General Provisions – 02/2025 available for viewing at: GTC 02/2025 mailto:OLSProtests@dgs.ca.gov mailto:BOPSDContractsExternal@edd.ca.gov https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/GTC-Updates/GTC-225-February-2025.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/GTC-Updates/GTC-225-February-2025.pdf

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

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

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

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

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

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

c. Payee Data Record, STD. 204

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

d. California Taxpayer and Shareholder Protection Act of 2003

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

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

e. Registered To Do Business In California

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

California Secretary of State

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

Sacramento, CA 95814-5701 Certification Unit: (916) 657-5251

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

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

f. Prohibition of Tax Delinquents from Contracting

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

Bidder certifies that it is not included on the California Department of Tax and Fee Administration list at: https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm or the Franchise Tax Board list at: https://www.ftb.ca.gov/about-ftb/newsroom/tax-news/may-2021/top-500-delinquent-taxpayer-list.html

g. Loss Leader

It is unlawful for any person engaged in business within this state to sell or use any article or product as a “loss leader” as defined in California Business and Professions Code section 17030.

h. Declaration Forms

All bidders must complete the Bidder Declaration GSPD-05-105 and include it with the bid response. The Bidder Declaration GSPD-05-105 must be signed by an authorized representative of the bidder’s firm which should be located on the bottom left corner of the form.

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

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

i. Insurance Requirement

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

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

https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm https://www.ftb.ca.gov/about-ftb/newsroom/tax-news/may-2021/top-500-delinquent-taxpayer-list.html https://www.ftb.ca.gov/about-ftb/newsroom/tax-news/may-2021/top-500-delinquent-taxpayer-list.html https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf http://www.boe.ca.gov/cgi-bin/deliq.cgi https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

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

The certificate of insurance must include the following provision stating:

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

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

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

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

n. Iran Contracting Act Certification, if applicable

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

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

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

o. California Public Records Act (PRA)

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

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

p. Executive Order N-6-22 – Russia Sanctions

On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals.

“Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, the Contractor represents that it is not a target of Economic Sanctions. Should the state determine the Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to Contract execution, or, if determined after Contract execution, shall be grounds for termination by the EDD.

q. Generative Artificial Intelligence (GenAI) Technology

The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI tools, while balancing the risks of these new technologies.

Bidder / Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term “materially impacts” shall have the meaning set forth in State Administrative Manual (SAM) § 4986.2 Definitions for GenAI.

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

Upon notification by a Bidder / Offeror of GenAI as required, the State reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the State.

Government Code section 11549.64 defines “Generative Artificial Intelligence (GenAI)” as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system’s training data.

IFB REQUIREMENTS CHECKLIST

Please complete the checklist below to confirm that all items are contained with the Bid. Place a check mark () next to each item being submitted. For the Bid to be responsive, the checklist and all required documents must be submitted from the list below. Offers must be submitted electronically via email or delivered by mail prior to the closing of the solicitation.

The Bid must contain: Each required supporting document and a completed Requirements Checklist sheet.

The need to verify that all required documentation is submitted with the Bid cannot be overemphasized as failure to submit all completed documents referenced on this checklist may cause the Bid to be rejected.

CHECK

() #REFERENCE DOCUMENT NAME / DESCRIPTION REQUIRED

Attachment 1 Cost Proposal YES Attachment 2 Bidders Declaration

(With signature on the bottom left corner of the form)

YES

Attachment 3 Contractor Certification Clauses 04/2017 (CCC 04/2017) YES Attachment 5 STD 204 Payee Data Records YES

The following forms are required, if applicable, at the time of submittal. Failure to submit all completed documents referenced on following checklist may cause the Bid to be rejected.

CHECK

() #REFERENCE DOCUMENT NAME / DESCRIPTION

Attachment 4 Darfur Contracting Act Certification Attachment 6 STD 205 Payee Data Record Supplement Secretary of State Certification of Status

The following document(s) are due upon award:

Copy of Vendor’s Insurance Certificates and Additional Insured

Endorsement(s)

EXHIBIT A

SCOPE OF WORK

(Standard Agreement)

1. This Agreement is entered into by and between the Employment Development Department, hereinafter referred to as the EDD, and TBD, hereinafter referred to as the Contractor, for the purpose of providing “as needed” Assistive Technology Training for the EDD facilities located in Northern/Central California.

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

State Agency Contractor

Attn: Stuart Sanchez

TBD

Attn:

1416 9th Street, MIC 54 Sacramento, CA 95814 Phone: (916) 982-1822 Email: Stuart.Sanchez@edd.ca.gov

Phone:

Email:

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

3. The services shall be provided in accordance with Exhibit A-1, Specifications, Exhibit A-2, Northern Facilities List, and Exhibit A-3, State of California Holiday Schedule, which are incorporated as a part of this Agreement.

4. Health and Safety Requirements

The Contractor when entering the EDD facility and/or property is expected to be familiar with and abide by all statewide and locally mandated health and safety requirements. Such requirements include, but are not limited to, remaining compliant with personal protective equipment (PPE) and other safety equipment requirements provided under state and federal occupational safety and health laws.

The EDD also requires that the Contractor follow additional guidelines from the CDPH and public health officials, such as avoiding close contact with others and engaging in hygienic practices while working. The EDD reserves the right to require stricter requirements than are recommended by local and state public health authorities. Non-compliance by the Contractor, its employees, or any subcontractors may result in the EDD refusing entry onto, or removal from, the EDD property. A breach of these requirements grants the EDD the right to terminate this Agreement.

5. BACKGROUND INVESTIGATION

The EDD shall conduct a background investigation of the Contractor, its employees, contractors, agents, volunteers, vendors, or subcontractors, unless the EDD determines such individuals are not subject to a background investigation. Individuals must voluntarily consent to a background check and the EDD reserves the right to disapprove any individual from performing services under the scope of the Contract.

mailto:Stuart.Sanchez@edd.ca.gov

EXHIBIT A

SCOPE OF WORK

Investigations will be conducted to ascertain whether a contractor, its employees, contractor’s agents, volunteers, vendors, or subcontractors have any state or federal convictions, or are currently released from custody on bail or on their own recognizance pending trial. The background investigation will include fingerprinting and an inquiry to the California Department of Justice and the Federal Bureau of Investigations (FBI) to disclose Criminal Offender Record Information. The EDD will absorb the cost of the fingerprinting services.

EXHIBIT A-1

SPECIFICATIONS

I. GENERAL

The Contractor shall furnish all labor, tools, equipment, and materials, and pay all taxes, permits, and/or inspection fees necessary to perform the work in accordance with these Specifications. The Contractor shall provide all materials/products and administer all training services per accepted industry standards. Should there be any errors or omissions in any of the instructions, specifications, or exhibits in regard to materials and or methods recommended, it shall be the Contractor’s responsibility to notify the EDD Representative, and upon agreement, use the appropriate materials, method, or process to obtain the

INTENDED FINISHED PRODUCT.

II. SCOPE OF WORK

A. The intent of this Agreement is for the Contractor to provide assistive technology training services in order to assist employees with disabilities with performing their essential job functions for the EDD employees located in Northern/Central California. The EDD does not guarantee a specific amount of work under this Agreement. Any quantities of work listed are to be considered estimates only, unless otherwise specified.

B. The Contractor must have experience in providing remote assistive technology training to individuals who need assistive technology. The Contractor must have extensive knowledge of the software features in order to assist and train the end user on configuring the software to meet their needs.

C. All work shall be completed in compliance with any specifications and shall comply with all applicable codes, regulations, and ordinances.

D. The Contractor shall provide all necessary labor, materials, equipment, and transportation to all of the EDD facilities in the attached Northern/Central California Area List. If virtual services are requested, instead of office in-person services, the Contractor shall provide training services through virtual platform as indicated by the requesting EDD Representative.

E. The EDD offices are subject to relocation and/or closure. The EDD will make all attempts to provide the Contractor a thirty (30) day prior notification of such activities.

Relocation, closure and/or the addition of an office will not require an amendment to this

F. The Contractor must have the ability to provide remote training and in person training per enrolled employee.

G. The Contractor agrees that the cost for transportation is to be included in the hourly rate.

H. The Contractor agrees that any subcontractors to this Agreement must be approved in advance by the EDD. Nothing contained in this Agreement or otherwise, shall create any contractual relation between the State and any subcontractors arranged by the Contractor. No subcontractor shall relieve the Contractor of their responsibilities and obligations hereunder. The Contractor agrees to be as fully responsible to the State for the acts and omissions of its subcontractors.

EXHIBIT A-1

III. SPECIFICATIONS

A. The Contractor shall provide software training services to ensure EDD employees who use assistive technology have proper training on software programs such as, or equal to, JAWS and Dragon Naturally Speaking used to perform their job duties.

B. The services shall be provided Monday through Friday, from 8:00 a.m. to 5:00 p.m., excluding state holidays listed in the attached State of California Holiday Schedule.

C. The EDD’s participants may enroll in any new training services (upon approval by the EDD Representative) offered by the Contractor without requiring an amendment to this

D. The Contractor shall provide confirmation of service to the EDD Representative each time a training request is made. The confirmation must be made at least 48 hours before the scheduled appointment, or earlier if possible.

IV. CONTRACTOR RESPONSIBILITIES

A. If the EDD provides a cancellation email notification to the Contractor at least eight (8) business days prior to the first day of a confirmed training, there will be no charge for the registration of the individual participant or the group.

B. The Contractor shall report directly to the EDD Representative. The EDD Representative reserves the right to appoint key individuals within the EDD to act in accordance with EDD procedures and this Agreement in the EDD Representative’s absence.

C. The Contractor shall provide confirmation of service to the EDD Representative each time a training request is made. The confirmation must be made at least 48 hours before the scheduled appointment, or earlier if possible.

D. The Contractor shall not accept any registration request without first receiving authorization from the EDD Representative.

E. If the Contactor is unable to provide the requested services as a result of scheduling conflict, the vendor may use a subcontractor for services provided. The vendor must notify the EDD Representative in a timely manner, at least 48 hours before the scheduled appointment or earlier if possible, when services are not available.

F. The Contractor agrees that any subcontractors to this Agreement must be approved in advance by EDD. Nothing contained in this Agreement or otherwise, shall create any contractual relation between the State and any subcontractors arranged by the Contractor. No subcontractor shall relieve the Contractor of their responsibilities and obligations hereunder. The Contractor agrees to be as fully responsible to the State for the acts and omissions of its subcontractors.

G. The Contractor will provide reasonable accommodations under the terms of the Americans with Disabilities Act of 1990. Within five (5) business days of notification of the need for a reasonable accommodation, the Contractor will consult directly with the enrolled participant to determine what is necessary for accommodation and will provide such reasonable accommodations.

EXHIBIT A-1

H. The Contractor shall report, in writing, to the EDD Representative who requested the training services, any and all problems that occur while providing services to individual(s).

I. The Contractor shall provide an itemized monthly invoice of completed services for each assignment to the EDD Representative. The invoice mush contain the date and office location where the services were provided, as well as the name of the individual(s) who received training services. Upon verification with the EDD Representative, the invoice will be approved and submitted for payment.

V. EDD RESPONSIBILITIES

A. The EDD shall designate an EDD Representative to work with the Contractor to fulfill the requirements of these Specifications.

B. The EDD Representative will enroll employees in training services.

C. A one-hour minimum per scheduled appointment required and will be charged to the

EDD.

D. The EDD will email cancellation notices to the Contractor within eight (8) business days in advance of the first day of the confirmed training services. If eight (8) business days notice of cancellation is not provided by the EDD, the Contractor may charge a cancellation fee equal to the cost of the scheduled course.

EXHIBIT A-2

NORTHERN/CENTRAL FACILITIES LIST

Office Address City Zip

Bakersfield WS 1600 E. Belle Terrace Bakersfield 93307

Bakersfield DI 1800 30th St., Ste. 250 Bakersfield 93301

Bakersfield TAX 1800 30th St., Ste. 240 Bakersfield 93301

Fresno CUIAB 590 W. Alluvial Ave., Ste. 110 Fresno 93711

Fresno Various** 2550 Mariposa Mall (aka 1050 O Street)

Fresno 93721

Fresno DI* 2555 S. Elm Ave. Fresno 93706

Fresno DI/PFL 855 M St., Ste. 810 Fresno 93721

Hanford WS 124 N. Irwin St. Hanford 93230

Madera WS 2037 West Cleveland Ave. Madera 93637

Mendota WS 655 Quince St., Ste. C Mendota 93640

Merced WS/TAX* 1205 W. 18th St. Merced 95340

Modesto WS* 629 12th St. Modesto 95354

Porterville WS 1063 W. Henderson Ave. Porterville 93257

Salinas WS 928 E. Blanco Rd., Ste. 280 Salinas 93901

Salinas CUIAB 1615 Bunker Hill Way, Ste. 220 Salinas 93906

Visalia CUIAB 5415 Avenida de los Robles, Ste. 101 Visalia 93291

Visalia WS 4025 West Noble Ave., Ste. B Visalia 93277

Concord WS 4071 Port Chicago Hwy., Ste. 250 Concord 94520

Foster City ETP 1065 E. Hillsdale Blvd., Ste. 415 Foster City 94404

Fremont WS 39155 Liberty St., Ste. B200 Fremont 94538

Sacramento – Northern Warehouse

1733 W. Sports Dr. Sacramento 95834

San Francisco

CUIAB

455 Golden Gate Ave., 9th Floor San Francisco 94102

San Francisco DI/UI/WSB/Tax*

745 Franklin St. (aka 801 Turk St.) San Francisco 94102

San Jose CUIAB 2665 N. 1st St., Ste. 100 San Jose 95134

San Jose DI/TAX* 297 W. Hedding St. San Jose 95110

San Jose UI/WSB 1901 Zanker Rd. San Jose 95112

West Sacramento – Print/Mail Distribution

3704 Parkway Place West Sacramento

95691

Chico DI/TAX* 240 W. 7th St. Chico 95928

Colusa (Land)* 146 Market St. Colusa 95932

Eureka WS/TAX* 409 K St. Eureka 95501

Redding WS/TAX* 1325 Pine St. Redding 96001

Sacramento DI/WS* 5009 Broadway Sacramento 95820

Sacramento TAX 3321 Power Inn Rd., Ste. 140, 120, Rm. 208 Sacramento 95826

Sacramento CUIAB Hdqtrs.

2400 Venture Oaks Way Sacramento 95833

San Luis Obispo WS 3450 Broad St., Ste. 104 San Luis Obispo 93401

San Luis Obispo

CUIAB/PACB

3196 S. Higuera St., Ste. B San Luis Obispo 93401

Santa Maria WS 1410 South Broadway Santa Maria 93454

Ukiah WS 2550 N. State St. Ukiah 95482

Capitola WS 2045 40th Ave., Ste. 1 Capitola 95010

Hollister WS 1111 San Felipe Rd., Ste 107 Hollister 95023

Lakeport WS 55 1st St., Ste. F Lakeport 95453

Marysville WS 1114 Yuba St. Marysville 95901

Modesto TAX 3340 Tully Rd., Ste. E10 Modesto 95350

Oakland PACB (ID) 7677 Oakport St., Ste. 225 Oakland 94621

Oakland WS/DI 7677 Oakport St., Ste. 350 & 325 Oakland 94621

Oakland TAX 7677 Oakport St., Ste. 400 Oakland 94621

Oakland UI/DI* 1225 4th Ave. Oakland 94606

Oakland CUIAB** 1515 Clay St., Ste. 902 Oakland 94612

Santa Rosa TAX** 50 D St., Floor 1, Ste. 100 Santa Rosa 95404

Santa Rosa

CUIAB**

50 D St., Floor 3, Ste. 340 Santa Rosa 95404

Santa Rosa WS/DI* 606 Healdsburg Ave. Santa Rosa 95401

Stockton DI 3127 Transworld Dr., Ste. 150 Stockton 95206

Stockton WS 6221 West Lane Stockton 95210

Stockton

(VACANT)**

31 E. Channel St., Ste. 213 West Stockton 95202

Tracy WS 543 W. Grant Line Rd., Ste. 113 Tracy 95376

Vallejo WS/TAX* 1440 Marin St. Vallejo 94590

Rancho Cordova

TPAD

10949 Trade Center Dr. Rancho Cordova

95670

Rancho Cordova Tax/Collections

10969 Trade Center Dr., Stes. 104, 202, 203

Rancho Cordova

95670

Rancho Cordova

UIAD

10989 Trade Center Dr., 2nd Floor Rancho Cordova

95670

Rancho Cordova

UIAD

10989 Trade Center Dr., Stes. 100 &

Rancho Cordova

95670

Rancho Cordova

UINOD

11037 Trade Center Dr., Ste. 104 & 2nd Floor

Rancho Cordova

95670

Rancho Cordova UI 11037 Trade Center Dr., Ste. 100 Rancho Cordova

95670

Rancho Cordova

UIAD

2752 Kilgore Rd. Rancho Cordova

95670

Sacramento

(VACANT)

9323 Tech Center Dr., Ste. 1000 Sacramento 95826

Sacramento ETP 1100 J St., Stes. 400 & 500 Sacramento 95814

Sacramento ADMIN 1416 9th Street, Floor 4, 5 Sacramento 95814

Sacramento DIB 1416 9th Street, Floor 10 Sacramento 95814

Sacramento

DIRECTORATE

1416 9th Street, Floor 15 Sacramento 95814

Sacramento ITB 1416 9th Street, Floors 3, 8, 9, 12 Sacramento 95814

Sacramento LAB 1416 9th Street, Floor 11 Sacramento 95814

Sacramento LDCB 1416 9th Street, Floor 14 Sacramento 95814

Sacramento PAB 1416 9th Street, Floor 15 Sacramento 95814

Sacramento TAX 1416 9th Street, Floor 6, 7 Sacramento 95814

Sacramento UIB 1416 9th Street, Floor 8 Sacramento 95814

Sacramento WSB 1416 9th Street, Floor 11 Sacramento 95814

CWDB** 1416 9th Street, Floor 14 Sacramento 95814

LWDA** 1416 9th Street, Floor 16 Sacramento 95814

Sacramento DMD 9815 Goethe Rd. Sacramento 95827

EXHIBIT A-3

STATE OF CALIFORNIA HOLIDAY SCHEDULE

(Standard Agreement)

DATE HOLIDAY

January 1st New Year’s Day*

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

3rd Monday in February President’s Day

March 31st Cesar Chavez Day*

Last Monday in May Memorial Day

July 4th Independence Day*

1st Monday in September Labor Day

November 11th Veteran’s Day**

4th Thursday; adjacent Friday in November Thanksgiving

December 25th Christmas Day

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

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

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

I. Invoicing and Payment

A. In consideration of services performed, the EDD shall compensate the Contractor the ‘In-Person’ hourly rate of ($ ) and the ‘Remote’ hourly rate of ($ ). The total dollar amount of this Agreement shall not exceed ($ ).

B. The Contractor shall provide an itemized monthly invoice of completed services for each assignment to the EDD contact person designated by the Contract. The invoice must contain the date and site location the services provided, and the name of the individual(s) whom received the scripting and/or training services. Upon verification with the EDD site contact, the invoice will be approved and submitted for payment by the EDD and submitted for payment by the EDD contact person designated by the Contract.

C. The invoice must reference the following:

• The EDD Contract Number M124995-7100

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

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

• Supplier invoice date

• Company name and remittance address

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

1416 9th Street, MIC 54 Sacramento, CA 95814 Attn: Stuart Sanchez

Email: Stuart.Sanchez@edd.ca.gov

II. Budget Contingency Clause

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

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

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

mailto:Stuart.Sanchez@edd.ca.gov

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

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

III. California Prompt Payment Clause

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

EXHIBIT D

SPECIAL TERMS AND CONDITIONS

1. Force Majeure

Neither party shall be liable to the other for any delay in or failure of performance, nor shall any such delay in or failure of performance constitute default, if such delay or failure is caused by “Force Majeure.” As used in this section, “Force Majeure” is defined as follows:

Acts of war and riots, and acts of god such as earthquakes, floods, pandemics and other natural disasters, such that performance is impossible.

2. Workforce Innovation and Opportunity Act (WIOA)

The Contractor agrees to conform to nondiscrimination provisions of the Workforce Innovation and Opportunity Act (WIOA) and other federal nondiscrimination requirements as referenced in 29 CFR, parts 37 and 38.

3. Termination

This Agreement may be terminated by the EDD by giving written notice 30 days prior to the effective date of such termination.

4. Settlement of Disputes

Any dispute concerning a question of fact arising under the term of this Agreement which is not disposed of within a reasonable period of time (ten days) by the Contractor and State employees normally responsible for the administration of this contract shall be brought to the attention of the Chief Executive Officer (or designated representative) of each organization for joint resolution.

5. Public Convenience and Interference with Office Operation

The Contractor shall make provisions to accomplish the work of this Agreement without undue interference to the occupants of the building and building operations. Corridors and entrances for use of occupants and reasonable access thereto shall be kept clear of building materials, equipment, refuse, etc. The Contractor shall be required to give the occupants reasonable notice when work is to be done.

Noisy motors, cutting, drilling, and fastening equipment must be operated with minimum disturbance to the…