Division of Administration and Finance Contracts and Procurement 2600 Nutwood Ave., Ste 300, Fullerton, CA 92831 / T 657-278-2411

THE CALIFORNIA STATE UNIVERSITY

Bakersfield / Channel Islands / Chico / Dominguez Hills / East Bay / Fresno / Fullerton / Humboldt / Long Beach / Los Angeles / Maritime Academy

Monterey Bay / Northridge / Pomona / Sacramento / San Bernardino / San Diego / San Francisco / San Jose / San Luis Obispo / San Marcos / Sonoma / Stanislaus

REQUEST FOR PROPOSAL

PROPOSAL DATA

RFP Number: RFP KB25002

Title: Customized Study Abroad Program

Issue Date: 1/23/2026

CSUF Contact: Kristiann B. Jose, Buyer II Phone: (657) 278-8654 E-Mail: kbjose@fullerton.edu

Alex Rosales, Director of Contracts and Procurement Phone: (657)278-4503 E-Mail: alexrosales@fullerton.edu

PROPOSAL DUE DATE

Date/Time: Monday, March 2nd, 2026 @ 2:00 PM (PST)

Mailing Address: Contracts and Procurement Attn: Kristiann B. Jose, Buyer II California State University, Fullerton 2600 E. Nutwood Avenue, College Park 300 Fullerton, CA 92831

PROPOSAL CONTENTS

Section I Introduction and General Provisions Section II Schedule of Events Section III Scope of Work Section IV Cost Proposal Sheet Section V Evaluation and Selection Criteria Section VI Proposal Instructions and Format

EXHIBITS

Exhibit A Sample Contract Cover Page Exhibit B CSU Terms and Conditions of Purchase Exhibit C Voluntary Product Accessibility Template (VPAT) Exhibit D Small Business Preference and Certification Request Exhibit E Disabled Veteran Business Enterprise (DVBE) Participation Requirement Exhibit F Resource Links Exhibit G International Program Agreement Exhibit H Services Checklist Exhibit I Study Abroad Course Proposal mailto:kbjose@fullerton.edu mailto:alexrosales@fullerton.edu

CALIFORNIA STATE UNIVERSITY, FULLERTON

REQUEST FOR PROPOSAL KB25002

SECTION I

INTRODUCTION AND GENERAL PROVISIONS

Section I, Page 1 of 9

1.1 INTRODUCTION AND BACKGROUND

California State University, Fullerton (CSUF) is soliciting proposals from fully insured and licensed logistical and student support services that meet or exceed all applicable State and Federal standards for the successful coordination of the faculty-led Study Abroad Programs (FLP) on an as-needed program basis for various colleges and departments. Interested Proposers shall provide comprehensive travel services and pricing based on the Scope of Work provided. These services may include local arrangements related to classrooms, housing, transportation, cultural activities, excursions, staff assistance, risk management support, billing, and the minimum and maximum number of students, per trip, contractor can accommodate. The goal is to ensure that the University will have timely access to comprehensive logistical support for quality international educational experiences.

Award(s) will be given to proposal(s) receiving the highest number of total points based on the criteria set forth in this RFP. The University may, at its discretion, award multiple contracts under this solicitation based on the evaluation results and identified needs.

1.2 DEFINITIONS

a. The Trustees of the California State University are referred to as “California State University, Fullerton,” “University,” or “Trustees.”

b. The terms “bid” and “proposal” are synonymous and mean an offer made in response to a solicitation to perform a contract/agreement for work and labor or to supply goods at a specified price, whether it is considered a “seal bid” or results in award of a contract/agreement to a single or sole source.

c. “Bidder” or “Proposer”, or “Contractor” is used interchangeably, and each shall apply to the business entity which submits a bid/proposal or is awarded a contract/agreement.

1.3 CALIFORNIA STATE UNIVERSITY, FULLERTON

California State University, Fullerton (CSUF) is a comprehensive university located in Orange County and serves as an intellectual and cultural center for the entire region. The University offers 110- d e g r e e programs in nine colleges, boasts over 300,000 alumni, and enrolled more than 41,000 students in Fall 2025. Accredited by the Western Association of Schools and Colleges, Cal State Fullerton is ranked fifth among "Top Public Regional Universities" in the West (by U.S. News and World Report); eighth in the nation for the number of bachelor’s degrees awarded to underrepresented students (by Diverse: Issues in Higher Education); and 14th in the nation among master's-level universities contributing to the public good (by Washington Monthly).

1.4 TERM OF SERVICES

The term of services shall be three (3) years upon receipt of an executed contract, with the option of two (2) additional one-year extensions at the University’s sole discretion.

Section I, Page 2 of 9

1.5 QUESTIONS

Any questions, interpretations, or requests for clarifications of either an administrative or technical nature regarding this RFP must be submitted to alexrosales@fullerton.edu and kbjose@fullerton.edu with a reference to “RFP KB25002” in the subject header and be received prior to the Question Deadline as noted in Section II, Schedule of Events, to be considered. Questions received before the Question Deadline, which do not reference “RFP KB25002” in the subject line, may not receive a response. Questions received after the Question Deadline will not receive a response.

If a question contains the appropriate header reference, is received before the Question Deadline, and is deemed to require a response that is more than simply a reference to an item contained in the RFP, it will be addressed publicly in writing via written addendum,/a and posted to https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx. Any oral statement concerning the meaning or intent of the contents of this RFP by any person is both unauthorized and invalid.

1.6 SUBMITTAL OF PROPOSALS

University will receive proposals until the time and date indicated in this RFP solicitation in Section II, Schedule of Events (“RFP Deadline”). It is each Proposer’s sole responsibility to ensure its proposal is received at the correct location before the RFP Deadline. Further instructions for RFP submission can be found in Section VI, Proposal Instructions and Format. Mistakes or delays in either U.S. Mail, internal campus mail delivery, or any other means of delivery employed by the Proposer are the sole responsibility of the Proposer. Submissions received after the RFP Deadline will neither be accepted nor considered.

1.7 WITHDRAWAL OF PROPOSALS

A Proposer may request withdrawal of its submission by either written or email request and shall be signed or submitted by its authorized representative, depending on delivery method, prior to the RFP Deadline. A proposal may be withdrawn and resubmitted if both actions are performed in sequence, i.e. withdrawal prior to resubmittal, and prior to the RFP Deadline. Any request for withdrawal or modification that is received in any other manner will have no effect. In addition, if two submissions have been received from one Proposer without a compliant request for withdrawal in between will void both proposal submissions.

1.8 COMPLETION OF PROPOSAL

Proposals shall be completed in all respects as required by the RFP provisions. A proposal may be rejected if it is conditional and will be rejected if it is materially incomplete. Any proposal that contains false or misleading statements or provides references that do not support an attribute(s) or condition(s) claimed by the Proposer will likely be rejected. All statements made by a Proposer shall also be without ambiguity and with adequate elaboration where necessary to ensure clear understanding.

1.9 ADDENDA

The University may modify this Request for Proposal or any of its contents, Sections, or Exhibits prior to the date fixed for submission of proposals by issuance of an addendum posted on fiscal. The addenda will be numbered consecutively.

mailto:alexrosales@fullerton.edu mailto:kbjose@fullerton.edu https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx

Section I, Page 3 of 9

1.10 ALTERNATIVE PROPOSALS

Only one proposal submission is allowed per Proposer. Multiple proposals received from one Proposer without following instructions for proposal withdrawal in Section 1.7 will result in the rejection of all proposals received by that Proposer.

1.11 COST OF PROPOSAL

Costs for developing proposals are entirely the responsibility of the Proposer and shall not be chargeable to the University.

1.12 REJECTION OF PROPOSALS

The University reserves the right to reject any or all proposals received as well as the right to waive informalities and minor irregularities contained in those proposals. The University's waiver of an immaterial defect shall in no way modify the RFP documents nor excuse the Proposer from full compliance with the specifications if Proposer is awarded a Contract. Proposals that include terms and conditions other than those set forth in Exhibit B – CSU Terms and Conditions of Purchase, or that take exception to Exhibit B, may be rejected as non-responsive.

The University may make investigations as deemed necessary to determine the ability of a Proposer to perform the work as described, and the Proposer shall furnish all such information and data for this purpose as requested by the University if Proposer wishes for its proposal to remain eligible for consideration. The University reserves the right to reject any proposal if the evidence submitted by, or investigation of, such Proposer fails to satisfy the University that such Proposer is properly qualified to carry out the work and obligations of the pending Agreement.

1.13 CANCELLATION OF RFP

This solicitation does not obligate California State University, Fullerton, to enter into an Agreement. The University reserves the right to cancel this RFP at any time, for any reason deemed in the best interests of the University. No obligation, either expressed or implied, exists on the part of the University to make an award or to pay any cost incurred in the preparation or submission of a proposal.

1.14 CONFIDENTIALITY AND DISPOSITION OF PROPOSALS

Proposers are advised that the University is a public agency subject to public disclosure laws. A bid document becomes a public record once it is opened, and a determination of the Proposer/s offering the best value to the University has been made. (Pub. Cont. Code § 10780).

Proposals received in response to this RFP shall be held in the strictest confidence until a Contract is authorized. Once an Agreement has been authorized, the University reserves the right to make use of any information and/or ideas contained in the submitted proposal(s) except that which would legally qualify as confidential or proprietary data.

If this RFP is canceled, the University may either elect to return all proposals or to destroy all proposal documents, at its sole discretion.

Section I, Page 4 of 9

1.15 NON-ENDORSEMENT

Once a proposal is accepted and an award is made, the successful Proposer(s) shall not issue any news releases or other statements pertaining to the award or servicing of the agreement which state or imply CSU endorsement of Proposer’s services.

1.16 NON-COLLUSION AFFIDAVIT

By signing the proposal Cover Letter, Proposer hereby certifies that: 1) the proposal is not made in the interest of, or on behalf of, any undisclosed party; 2) the proposal is genuine and not collusive, false, or a sham; 3) the Proposer has not directly or indirectly induced or solicited any other Proposer to submit a false or sham proposal and has not directly or indirectly agreed with any Proposer or anyone else to submit a false or sham proposal, or to refrain from bidding; and 4) the Proposer has not in any manner, directly or indirectly, sought to fix any overhead, profit, or cost element of the RFP, or that of any other Proposer, or to secure any advantage against the public body awarding the Agreement.

1.17 REMEDIES FOR NON-PERFORMANCE

If, in the opinion of the University, the awarded Proposer is non-compliant with agreement specifications or demonstrates non-performance of a specific assignment or assignments as described in Section III, Scope of Work, the Proposer shall immediately remedy such non-performance upon notification by the University or be subject to termination.

1.18 SMALL BUSINESS PREFERENCE

The State of California requires agencies to provide a five percent (5%) preference when awarding agreements to small businesses or a non-small business that commits twenty-f ive percent (25%) of the agreement value to a certified small business. The five percent (5%) certified small business preference shall not exceed $50,000.00 in accordance with G.C. 14835 et seq. Only small businesses certified by the Office of Small Business and DVBE Services (OSDS are eligible to receive the preference).

In solicitations where an award is to be made to the lowest responsive bidder, the preference is applied by factoring five percent (5%) of a non-small business low bid total and subtracting this amount from the small business bid total.

Proposers wishing to claim the Small Business Preference must comply with and complete Exhibit D, Small Business Preference and Certification Request.

1.19 DISABLED VETERAN BUSINESS ENTERPRISE (DVBE)

California state law requires that state agencies achieve a minimum of three p e r c e n t (3%) participation for disabled veteran business enterprises (DVBE) in state agreements. For this RFP solicitation, the minimum three percent (3%) requirement is waived.

Proposer is referred to Exhibit E, Disabled Veteran Business Enterprise (DVBE) Participation Requirement.

The following DVBE incentives are offered.

Section I, Page 5 of 9

Proposed DVBE Participation Level DVBE Incentive %

4% to 4.99% 1%

5% to 5.99% 2%

6% to 6.99% 3%

The minimum incentive a qualifying Proposer can receive is one percent ( 1%). The combination of preferences with a DVBE incentive cannot exceed ten percent (10%) or $100,000, whichever is less.

A non- small business cannot displace a California certified small business from the top-ranked position due to application of preferences or incentive.

1.20 CSU TERMS AND CONDITIONS OF PURCHASE AND INSURANCE

Proposer agrees to provide services in accordance with the CSU Terms and Conditions of Purchase (Modified), attached herein as Exhibit B. Receipt of documentation of compliant insurance coverage in the amounts and of the types indicated in Exhibit B, Section Seven (7) will be required prior to authorization of any Contract that results from this RFP.

If a Proposer utilizes any electronic or information technology as part of its services —including but not limited to websites, application portals, online learning platforms, digital documents, videos, or software— then a completed Exhibit C, Voluntary Product Accessibility Template (VPAT) is required. The VPAT must document the level of conformance with applicable accessibility standards (such as WCAG 2.0 and Revised Section 508) to ensure that all digital content and systems used in support of the program are accessible to individuals with disabilities.

If selected for contract award, Proposer will also need to sign the international program agreement for each individual study abroad program, as required by CSUF and the CSU Chancellor’s Office. A sample international agreement is found under Exhibit F, International Program Agreement.

1.21 ACCOMMODATIONS FOR THE DISABLED

It is the policy of California State University, Fullerton, to make every effort to ensure that its programs, activities, and services are available to all persons, including persons with disabilities. Persons with a disability needing a reasonable modification to participate in the procurement process or persons having questions regarding reasonable modifications for the procurement process may contact the buyer listed elsewhere in this solicitation.

1.22 PUBLIC CONTRACTS CODE RESTRICTIONS FOR CALIFORNIA STATE UNIVERSITY, FULLERTON

EMPLOYEES

California State University, Fullerton employees, and immediate past employees must comply with restrictions regarding contracting with the University. Proposer needs to be aware of the following provisions regarding current or former University employees. In submitting a bid, Proposer certifies that the Proposer is eligible to contract with the University pursuant to the Public Contracts Code (PCC) sections list below:

Section I, Page 6 of 9

a. Current California State University, Fullerton Employees (PCC Section 10831):

i. No officer or employee shall engage in any employment, activity or enterprise from which the officer or employee receives compensation or has a financial interest and which is sponsored or funded by any University department through or by a University contract unless the employment, activity or enterprise is within the course and scope of the officer’s or employee’s regular University employment.

ii. No officer or employee shall contract on his or her own behalf as an independent Proposer with any University department to provide goods or services.

iii. This prohibition does not apply to officers or employees of the University with teaching or research responsibilities.

b. Former California State University, Fullerton Employees (PCC Section 10832):

i. For the two-year period from the date he or she left California State University, Fullerton employment, no former University officer or employee may enter into a contract in which he or she engaged in any of the negotiations, transactions, planning, arrangements or any part of the decision-making process relevant to the contract while employed in any capacity by any University department.

ii. For the twelve-month period from the date he or she left state employment, no former California State University, Fullerton officer or employee may enter into a contract with any University department if he or she was employed by that University department in a policy-making position in the same general subject area as the proposed contract within the 12-month period prior to his or her leaving California State University, Fullerton service.

1.23 DISPUTES, FAIR COMPETITION, ERRORS, AND OMISSIONS

The University encourages all Proposers to resolve issues regarding the requirements of this RFP or the procurement process through written correspondence and discussions. The University strives to foster cooperative relationships and to reach fair and objective resolutions in a timely manner.

In the event a Proposer believes this RFP solicitation is either unfairly restrictive, ambiguous, or contains conflicting provisions, discrepancies, omissions, or other errors, Proposer is required to immediately notify the University of such concern in writing, including email, prior to the RFP Deadline. As previously noted, modifications to RFP requirements and responses to valid questions, if any, will be issued via written addendum/a and publicly posted at https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx.

A failure of the Proposer to notify the University of any concerns relating to the RFP requirements or any addendum/a prior to the RFP Deadline will be deemed a waiver of the Proposer’s right to protest the requirements of the RFP and Proposer shall submit a proposal at its own risk. Upon finalization of an Agreement, no Proposer shall be entitled to either additional compensation or time by reason of any error or its later correction.

1.24 PROTESTS

A Proposer wishing to submit a protest after the Notice of Intent to Award has been posted shall express its intent to do so within five (5) business days upon issuance and posting of such notice on https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx. Within ten (10) calendar days after expressing its intent to protest the award of a contract, the protesting Proposer must submit a full and complete written statement specifying the grounds for the protest and the facts in support thereof.

Protest must be sent by certified or registered mail or delivered in person to the Director of Contracts and

Section I, Page 7 of 9

Procurement, or designee, California State University, Fullerton, 2600 E. Nutwood Ave., College Park 300, Fullerton, CA 92831. Authority to protest is limited to Proposers who have submitted a qualified proposal.

The Director of Contracts and Procurement or designee shall perform a complete review of the protest and render a decision in writing to the protesting Proposer within a reasonable period following receipt of the detailed statement of protest. THE DECISION OF THE UNIVERSITY IS FINAL.

1.25 FAILURE TO ENTER INTO AGREEMENT

Once issued and forwarded by University, failure to return the appropriately authorized Agreement package within the period agreed upon shall be sufficient cause for voiding the award by University.

Failure of Awarded Proposer to comply with other requirements within the set time shall constitute failure to enter into the Agreement. If the Awarded Proposer refuses or fails to enter into the Agreement, the University may award to the subsequently ranked Proposer.

1.26 UNFAIR PRACTICES ACT

Proposer warrants that its bid complies with the Unfair Practices Act (Business and Professions Code Section 17000 et seq.).

1.27 VIOLATION OF AIR OR WATER POLLUTION LAWS

Unless the contract is less than $25,000.00 or with a sole-source provider, Government Code Section 4477 prohibits the State from contracting with a person, including a corporation or other business association, who has been determined to be in violation of any State or federal air or water pollution control law. By a proposal the Proposer warrants that the Proposer has not been found to be in violation of any order or resolution not subject to review promulgated by the State Air Resources Board or an air pollution district, or is subject to a cease and desist order not subject to review issued pursuant to Section 13310 of the Water Code for violation of waste discharge requirements or discharge prohibitions, or is finally determined to be in violation of provisions of federal laws relating to air or water pollution. By submitting a bid, the Proposer certifies that it has not been identified either by published notices or by Board notification as a person in violation of State or federal air or water pollution control laws.

1.28 ASSIGNMENT OF ANTITRUST ACTIONS

The Proposer's attention is directed to the following provisions of Government Code Sections 4552, 4553, and 4554, which shall be applicable to the Proposer:

In submitting a bid to a public purchasing body, the Proposer offers and agrees that if the bid is accepted, it will assign to the procurement body all rights, title, and interest in and to all causes of action it may have under Section 4 of the Clayton Act (15 U.S.C. Sec. 15) or under the Cartwright Act (Chapter 2, [commencing with Section 16700] of Part 2 of Division 7 of the Business and Professions Code), arising from purchases of goods, materials, or services by the Proposer for sale to the procurement body pursuant to the bid. Such assignment shall be made and become effective at the time the procurement body tenders final payment to the Proposer (Government Code Section 4552).

If an awarding body or public procurement body receives, either through judgment or settlement, Section I, Page 8 of 9 monetary recovery for a cause of action assigned under this chapter, the assignor shall be entitled to receive reimbursement for actual legal costs incurred and may, upon demand, recover from the public body any portion of the recovery, including treble damages, attributable to overcharges that were paid by the assignor but were not paid by the public body as part of the bid price, less the expenses incurred in obtaining that portion of the recovery (Government Code Section 4553). Upon demand in writing by the assignor, the assignee shall, within one year from such demand, reassign the cause of action assigned under this part if the assignor has been or may have been injured by the violation of law for which the cause of action arose and (a) the assignee has not been injured thereby, or (b) the assignee declines to file a court action for the cause of action (Government Code Section 4554).

1.29 SAFEGAURDS FOR PROTECTION OF CALIFORNIA STATE UNIVERSITY, FULLERTON INFORMATION

ASSETS

By submitting a bid, Proposer acknowledges Federal privacy laws such as Gramm-Leach-Bliley Act (Title 15, United States Code, Sections 6801(b) and 6805(b) (2)) applicable to financial transactions and Family Educational Rights and Privacy Act (Title 20, United States Code, Section 1232g) applicable to student records and information from student records. In the event that such information is required for the performance of the work specified, the Proposer hereby certifies that it has the appropriate safeguards in place as required by Title 16 Code of Federal Regulation Chapter 1 Section 314.

1.30 TARGET AREA CONTRACT PREFERENCE ACT (TACPA)

It is the policy of the CSU to grant preference to California-based companies submitting bids or proposals to the State for goods to be produced or services performed at worksites in distressed (as defined in Government Code 4532) areas by persons with a high risk of unemployment when the contract is for goods or services in excess of $100,000. The 5% preference is applicable only to contracts awarded on the basis of lowest responsible bidder meeting specifications.

1.31 THE CONGO – SERCURITIES EXCHANGE ACT

PCC § 10490 establishes restrictions on contracting for certain goods and services relating to compliance with the Securities Exchange Act of 1934. California State University, Fullerton will not accept bids or proposals or contract for goods or services related to products or services from companies designated as a “scrutinized company” by the Federal Government. By submitting a proposal, Proposer certifies that it is not a scrutinized company as defined therein. False certifications shall cause the proposal to be voided/rejected.

1.32 SECURITIES EXCHANGE ACT COMPLIANCE - SCRUTINIZED COMPANY

PCC § 10490 establishes restrictions on contracting for certain goods and services relating to compliance with the Securities Exchange Act of 1934. The University will not accept proposals from nor will it contract with any company designated as a “scrutinized company,” as defined under this statute and any related statues, by the Federal Government for goods or services. By submitting a proposal, Proposer certifies that it is not a scrutinized company as defined therein. False certifications shall cause the proposal to be voided/rejected.

Section I, Page 9 of 9

1.33 CERTIFICATION OF COMPLIANCE WITH IRAN CONTRACTING ACT

PCC sections 2202 et seq., the Iran Contracting Act of 2010, establish restrictions against contracting with any Proposer that provides/d specified levels of goods or services or other investment activities, as defined, in the energy sector of Iran. If Proposer is submitting a proposal in excess of $1 million, Proposer certifies that it is not a financial institution extending credit to an ineligible vendor on the list published by the California Department of General Services on the web site:

http://www.documents.dgs.ca.gov/pd/poliproc/Iran%20Contracting%20Act%20List.pdf (PCC § 2204).

The Act includes certain exceptions (PCC § 2203(c)).

1.34 DARFUR CONTRACTING ACT – SCRUTINIZED COMPANY

PCC sections 10475 et seq., the Darfur Contracting Act of 2008, established restrictions against contracting with any Proposer conducting certain types of business in Sudan. The Act sets forth criteria to determine if a Proposer is a “scrutinized company” as defined therein and any such company would then be ineligible to bid on or submit a proposal for State contracts.

By submitting a proposal, a Proposer that has conducted business activities outside of the United States within the previous three (3) years certifies either that Proposer is not a scrutinized company, as defined, or that Proposer has demonstrated that Proposer obtained permission under the statute (PCC § 10478, § 10477(b)). False certifications shall cause the proposal to be voided/rejected (PCC § 10479).

1.35 AWARD OF AGREEMENT

Award(s) will be given to proposal(s) receiving the highest number of total points based on the criteria set forth in this RFP. The University may, at its discretion, award multiple contracts under this solicitation based on the evaluation results and identified needs. Evaluation methodology and basis for award are outlined in Section V, Evaluation and Selection Criteria.

A Notice of Intent to Award will be publicly posted for five (5) consecutive business days on https://caleprocure.ca.gov/pages/Events-BS3/event-search.aspx prior to initiation of Agreement.

Individual written notification may not be made to unsuccessful Proposers.

An Agreement, if issued, shall be signed by an authorized agent of the Awarded Proposer and returned, along with the required Exhibits, to the University within ten (10) calendar days from receipt of the Agreement package. The period for return of the appropriately authorized Agreement package may be modified by mutual agreement of the University and Awarded Proposer. Agreements are not effective until approved by the appropriate University official(s). Any billable work performed by Awarded Proposer prior to receipt of a fully authorized Contract shall be at the Awarded Proposer’s own risk.

End of Section I

SECTION II

SCHEDULE OF EVENTS

Section II, Page 1 of 1

ACTION OR DEADLINE Date

Release of Request for Proposal (RFP) Friday, January 23rd, 2026

Last Day to Submit Questions Thursday, February 5th, 2026, at

4:00 p.m., Pacific Standard Time

Last Day for Addendum Thursday, February 19th, 2026

RFP Due Date Monday, March 2nd, 2026, @ 2:00 p.m., Pacific Standard Time

Notice of Intent to Award Monday, March 16th, 2026

Contract Award Tuesday, March 24th, 2026

Commencement of Services Wednesday, April 1st, 2026

Notes:

Dates up to and including the RFP Due Date may be adjusted upon advance written notice posted to

End of Section II

SECTION III

SCOPE OF WORK

Section III, Page 1 of 2

3.1 DESCRIPTION.

California State University, Fullerton and International Education and Engagement seek experienced interested firms to submit proposals to provide comprehensive logistical and administrative processing support for Faculty- led study abroad programs (FLP) throughout the world, which could include but is not limited to: lodging, meals, excursions, flights, ground transportation, guest lecturers, site visits, classroom space, tour guides, dedicated onsite staff support, translators, risk management assistance, visa application support, events, etc. The University is seeking organizations that can develop cost effective programs for 1, 2, 3-week, 1-month, and/or semester-long programs in multiple leading destinations, as well as non-traditional study abroad locations, e.g., Ghana, Taiwan, Vietnam, etc. For a list of leading destinations see link found in Exhibit F, Resource Links.

This request for proposal is being issued to create a pool of pre-qualified firms that offer the best value to the University by delivering quality international education experiences. Award(s) will be given to proposal(s) receiving the highest number of total points based on the criteria set forth in this RFP. The University may, at its discretion, award multiple contracts under this solicitation based on the evaluation results and identified needs and reserves the right to contract for other CSUF departmental study abroad programs related to these destinations during the contract period.

3.2 SERVICES TO INCLUDE.

The University requests the following services:

a. Student accommodation (double occupancy preferred). Specify lodging type: hotel, apartment, dorm, homestay.

b. Faculty accommodation (in the same location as students or near student lodging if lodging is not appropriate for faculty or a furnished apartment).

c. In-country transportation, including airport pick up/drop off and any additional activities and excursions. Specify transportation type: ground/air/water, short-haul flights, rail, private coach, public transportation, etc.

d. If selected for contract award, commitment to sign the international program agreement for each individual program, as required by CSUF and the CSU Chancellor’s Office. A sample international agreement is found under Exhibit G, International Program Agreement.

e. Refund of any recoverable funds if CSUF cancels programs due to California State University Risk Management Authority (“CSURMA”) travel restriction or U.S. State Department Travel Warnings.

Travel advisories can be found in the link included in the Exhibit F, Resource Links.

f. Detailed risk management support services & crisis management plan.

g. Access to quality medical facilities/care including English translation support, if necessary.

h. (Toll free) emergency contact numbers (U.S. and International).

i. Flights, including international roundtrip airfare and flights between program host locations.

j. En route and onsite support services for faculty and students. (Ability to provide support for individual(s), while in route to the program, during the program, and if assistance needs extend beyond program dates)

SECTION III

SCOPE OF WORK

Section III, Page 2 of 2

k. Designated pre-departure support services for students and faculty. Pre-departure materials and orientation. Onsite orientation and guided tour upon arrival.

l. Designated English speaking on-site coordinator for students and faculty.

m. Access to classroom/lecture/computer lab facilities with audio/visual equipment and internet access.

n. Fixed price guarantee parameters for ground package (such as transportation, lodging, meals, local tours).

o. Participant registration instructions and support.

p. Typical enrollment confirmation and payment deadlines.

q. Detailed refund and cancellation policy.

r. Payment methodology flexibility (e.g. university payments, student payments, split university/student payments, ACH, check, wire transfer, credit card, etc.)

s. Faculty support with marketing and recruitment. (e.g. flyers/post, info sessions, fair or other promotional event attendance, classroom visits, etc.)

t. Excursions, field trips, and site visits tailored to program’s academic focus to be developed in conjunction with CSUF faculty. Flexibility to coordinate with CSUF-provided contacts in addition to Proposer’s network.

u. Meals or meal plan for faculty and students.

v. Faculty cell phone for local (host country) communication purposes. Optional student cell phone service for local communication purpose.

w. Financial aid deferment for students, if applicable.

x. Country Entry Visa application support services.

3.3 PROPOSED SERVICES/COUNTRIES

a. Provide a detailed response to the list of proposed services (a through x) referenced in Section 3.2 by completing Exhibit H, Services Checklist to clearly identify which of the listed services your firm can provide.

b. Provide a list of the countries and cities where your firm can provide programs.

3.4 SAMPLE PRICING / COSTS

Provide pricing per student for the attached Exhibit I, Study Abroad Course Proposal with twenty (20) to twenty-four (24) students and two (2) faculty leaders using Section IV, Cost Proposal Sheet. Propose how pricing guarantees can remain constant or how escalations in the market would impact your pricing structure.

End of Section III

SECTION IV

COST PROPOSAL SHEET

Service Description Cost (Per Student)

(Per student) 20 to 24 students and 2 faculty members

1 Airline ticket only 2 Airport transfers only 3 Private coach transport for included activities only 4 Public transportation only 5 Ticket exchange fee 6 Ticket refund fee 7 Lodging

* Flat fee per student for booking and combination of airline, airport transfers, private coach transport for included activities, public transportation, ticket exchange fee and ticket refund fee, and lodging (Total of numbers 1 through 7)

* Flat fee per student rate will be used to grade Criteria 3, Cost Proposer’s Company Name

Legal Structure (corp./partner/proprietor) Principle Office Address

City, State, Zip Phone Number

E-Mail Federal Employer Identification Number

Title of Person Authorized to Sign Print Name of Person Authorized to Sign

Date Signed and Authorized Signature

SECTION V

EVALUATION AND SELECTION CRITERIA

Section V, Page 1 of 3

5.0 GENERAL

Award(s) will be given to proposal(s) receiving the highest number of total points based on the criteria set forth in this RFP. The University may, at its discretion, award multiple contracts under this solicitation based on the evaluation results and identified needs. An evaluation committee comprised of University personnel will be assigned to review and evaluate the acceptable proposals and assign points based upon a number of factors as outlined below.

All proposals shall be reviewed to verify that the minimum qualifications and proposal submission requirements have been met. Proposals that have not followed the format, do not meet minimum content and quality standards, or take unacceptable exceptions to the Exhibit B, CSU Terms and Conditions of Purchase will be identified as being non-responsive and will not be considered for evaluation or selection.

5.1 EVALUATION AND SCORING CRITERIA

Proposals will receive assigned points according to the selection criteria outlined below to determine the total points for each proposal.

The total points for this evaluation are 100 as follows:

Criteria 1 – Company and Team Qualifications/Experience 35 Points

Proposers are required to have a U.S. Employer Identification Number or Taxpayer Identification Number, and the selected Proposer shall be required to complete a Supplier Profile in the CSU’s Procure-to-Pay platform certifying its authority to conduct business in the State of California, if not already completed. California Certified Small/Micro Businesses and Disabled Veteran Business Enterprises are strongly encouraged to submit a proposal, if qualified.

This criterion will evaluate the Proposer’s overall qualifications, relevant experience, and demonstrated success delivering quality international education experiences for higher education institutions, particularly institutions comparable in size, complexity, and mission to CSUF.

Proposals should demonstrate a strong record of relevant experience, successful outcomes, and alignment with the University’s requirements.

Criteria 2 – Company’s Approach and Proposed Services/Countries 45 Points

This category will evaluate the Proposer’s response to the Section III, Scope of Work and demonstrated overall understanding of the goals set forth. Proposers will be evaluated based on the following requirements:

Section V, Page 2 of 3

a. Detailed response to the list of proposed services (a through x) referenced in Section 3.2 by completing Exhibit H, Services Checklist to clearly identify which of the listed services your firm can provide.

b. List of the countries and cities where your firm can provide programs.

Proposals should be clear, concise, complete, and well-aligned with the Scope of Work, and demonstrate a strong likelihood of contributing to the success of the University’s Study Abroad Program. Additional points will be considered for supplemental services not specified in this RFP.

Criteria 3 – Sample Pricing/Costs 10 Points

This category awards points based on the cost indicated on Section IV, Cost Proposal Sheet. The cost provided on the * flat fee rate per student for booking and combination of airline, airport transfers, private coach transport for included activities, public transportation, ticket exchange fee and ticket refund fee, and lodging will be used to evaluate this criteria.

The proposal with the lowest cost shall receive the maximum number of points in these categories.

Points shall be determined by dividing the lowest proposal cost by the relative proposal cost and multiplying by the maximum points available as follows:

Example Lowest Proposal Cost x 10 = Points Awarded

Proposer’s Proposal Cost

Section IV, Cost Proposal Sheet must be completed and printed out in its entirety and submitted in a separate envelope or package along with an electronic copy (USB). Make a note on Tab 5 that Cost proposal has been submitted separately.

Criteria 4 – References 10 Points

To be considered responsive, Proposers must provide a minimum of three (3) references from clients for whom similar services have been provided. References should reflect work comparable in scope and complexity to the services described in this RFP and include the organization name, contact information, dates of service, and a brief description of services performed.

Section V, Page 3 of 3

5.2 AWARD

Award(s) will be given to proposal(s) receiving the highest number of total points based on the criteria set forth in this RFP. The University may, at its discretion, award multiple contracts under this solicitation based on the evaluation results and identified needs. THE DECISION OF THE UNIVERSITY

IS FINAL.

End of Section V

SECTION VI

PROPOSAL INSTRUCTIONS AND FORMAT

Section VI, Page 1 of 4

6.0 INSTRUCTIONS

To be considered responsive to this RFP, the Proposer shall submit proposals in the format identified in this section. All requirements and questions of the RFP shall be addressed, and all requested information shall be supplied. The University reserves the right to request additional information which in the University's opinion is necessary to assure that the Proposer's competence, experience, number and qualification of employees, business organization and financial resources are adequate to perform according to the contract.

6.1 NUMBER OF COPIES

Proposer shall provide one (1) original hard copy proposal (marked as such), five (5) additional hard copies, and one (1) electronic USB copy. USB copy must be the same as the original proposal.

Section IV, Cost Proposal Sheet must be completed and printed out in its entirety and submitted in a separate envelope or package along with an electronic copy (USB). Make a note on Tab 5 that Cost

6.2 DELIVERY OF PROPOSALS

Sealed proposals shall be delivered to:

Kristiann B. Jose, Buyer II Contracts and Procurement California State University, Fullerton 2600 E. Nutwood Avenue, College Park 300 Fullerton, CA 92831

All proposals must be received in the Contracts and Procurement Office, CP 300, no later than 2:00 p.m.

on Monday, March 2, 2026. LATE PROPOSALS WILL NOT BE ACCEPTED.

Proposals shall be labeled:

Customized Study Abroad Program RFP KB25002

Delays due to the various methods used to transmit the proposal including delays by the internal mailing system at the University will be the responsibility of the Proposer. Delays due to inaccurate directions given, even if by University staff, shall also be the responsibility of the Proposer. The proposal must be completed and delivered in sufficient time to avoid disqualification for lateness due to any and all difficulties in delivery.

Section VI, Page 2 of 4

6.3 PREPARATION

Proposals should be prepared in such a way as to provide a straightforward, concise delineation of capabilities to satisfy the requirements of the RFP. Responses should emphasize the Proposer’s demonstrated capability to perform the Services. Emphasis should be concentrated on completeness and clarity of content.

Proposals shall be typed; single spaced and submitted on 8-1/2” x 11” size paper, using a single method of fastening, divided into the individual sections listed below, indexed, and tabbed.

6.3.1 Cover Letter

The cover letter shall include a brief statement of intent to perform the services, qualifications for selection and signature of an authorized officer of the firm who has legal authority in such transactions.

The cover letter must, at a minimum, contain the following:

• Identification of Proposer firm including name, address, telephone, email address and fax numbers

• Acknowledgement of receipt of any RFP addenda.

• Name, title, address, email address and telephone number of contact person during period of proposal evaluation

• A statement to the effect that the offer shall remain valid for a period of not less than 120 days from the date of submittal

• Ink (wet, not electronic) signature of a person authorized to make the proposal offer on behalf of the Proposer and in accordance with Exhibit B, CSU Terms and Conditions of Purchase . Unsigned or digitally signed proposals shall be rejected.

6.3.2 Table of Contents (Tab 1)

The table of contents shall identify the contents of the proposal in a format consistent with the proposal requirements and format set forth herein.

6.3.3 Exceptions to RFP Terms and Conditions (Tab 2)

Any exceptions to the RFP must be clearly listed item by item and matched to the relevant part of the RFP document. Proposals that include terms and conditions different from the University’s may be rejected. CSUF recognizes that certain terms and conditions may not apply, and proposers are encouraged to identify such items by providing redlined edits or proposed revisions as part of their submission. If there are no exceptions, Proposer must expressly state that no exceptions are taken.

Section VI, Page 3 of 4

6.3.4 Criteria 1 - Company and Team Qualifications/Experience (Tab 3)

Proposers are required to have a U.S. Employer Identification Number or Taxpayer Identification Number, and the selected Proposer shall be required to complete a Supplier Profile in the CSU’s Procure-to-Pay platform certifying its authority to conduct business in the State of California, if not already completed. California Certified Small/Micro Businesses and Disabled Veteran Business Enterprises are strongly encouraged to submit a proposal, if qualified.

This criterion will evaluate the Proposer’s overall qualifications, relevant experience, and demonstrated success delivering quality international education experiences for higher education institutions, particularly institutions comparable in size, complexity, and mission to CSUF.

Proposals should demonstrate a strong record of relevant experience, successful outcomes, and alignment with the University’s requirements.

6.3.5 Criteria 2 - Company’s Approach and Proposed Services/Countries (Tab 4)

This category will evaluate the Proposer’s response to the Section III, Scope of Work and demonstrated overall understanding of the goals set forth. Proposers will be evaluated based on the following requirements:

a. Detailed response to the list of proposed services (a through x) referenced in Section 3.2 by completing Exhibit H, Services Checklist to clearly identify which of the listed services your firm can provide.

b. List of the countries and cities where your firm can provide programs.

Proposals should be clear, concise, complete, and well-aligned with the Scope of Work, and demonstrate a strong likelihood of contributing to the success of the University’s Study Abroad Program.

Additional points will be considered for supplemental services not specified in this RFP.

6.3.6 Criteria 3 - Sample Pricing/Costs (Tab 5)

This category awards points based on the cost indicated on Section IV, Cost Proposal Sheet. The cost provided on the * flat fee rate per student for booking and combination of airline, airport transfers, private coach transport for included activities, public transportation, ticket exchange fee and ticket refund fee, and lodging will be used to evaluate Section V, Evaluation and Selection Criteria, Criteria 3, Cost.

The proposal with the lowest cost shall receive the maximum number of points in these categories.

Points shall be determined by dividing the lowest proposal cost by the relative proposal cost and multiplying by the maximum points available as follows:

Example

Lowest Proposal Cost____ x 10 = Points Awarded Proposer’s Proposal Cost

Section VI, Page 4 of 4

Section IV, Cost Proposal Sheet must be completed and printed out in its entirety and submitted in a separate envelope or package along with an electronic copy (USB). Make a note on Tab 5 that Cost

6.3.7 References (Tab 6)

To be considered responsive, Proposers must provide a minimum of three (3) references from clients for whom similar services have been provided. References should reflect work comparable in scope and complexity to the services described in this RFP and include the organization name, contact information, dates of service, and a brief description of services performed.

6.3.8 Small Business, DVBE Documentation and Voluntary Product Accessibility Template (VPAT) (Tab 7)

Proposer’s Small Business, DVBE Documentation, and Voluntary Product Accessibility Template (VPAT) shall be inserted under this Tab. If Proposer is not a certified Small Business and/or DVBE, and does not utilize information technology as a part of its services, Proposer must expressly state that in this section.

6.4 APPENDICES

Information considered by the Proposer to be pertinent to this RFP such as additional cost saving measures, or additional services which have not been specifically solicited elsewhere, or other relevant information, may be placed in a separate Appendix for further consideration by the evaluation committee.

End of Section VI

SAMPLE

RFP KB25002

Exhibit A

Sample Cover Page

CSU Contract for Purchase Page 1 of 2 Rev.10/01/2025

Contract Number: CONTRACT FOR PURCHASE OF

GOODS, SOFTWARE, OR SERVICES

This Contract for Purchase of Goods, Software, or Services (“Contract ”), dated this ___day of __________, _____ (the “Effective Date”), is made and entered into in the State of California by and between the Trustees of the California State University, which is the State of California acting in its higher education capacity (“CSU” or “University”), on behalf of [Campus Name], through CSU’s duly appointed and acting officer, and

CONTRACTOR’S NAME

(“Contractor”).

The term “Contractor” includes Contractor and its sub-contractors. CSU and Contractor are referred to individually as a “Party” and collectively as “Parties.” The term “Campus” shall include any campus or administrative office of CSU.

For and in consideration of the mutual covenants, conditions, and stipulations in this Contract, the Parties agree:

1.…