Professional Services for Public Works Projects.pdf

Procure-to-Pay

Business and Financial Affairs

San Diego State University

5500 Campanile Drive

San Diego, CA 92182-1616 https://procuretopay.sdsu.edu/

REQUEST FOR QUALIFICATIONS (“RFQ”) NO. 7082

PROFESSIONAL SERVICES FOR PUBLIC WORKS PROJECTS

RFQ DATA

Date: October 6, 2026

Description: Professional Services for Public Works Projects

Contact: Rachel Ascherl, Procurement Professional III rascherl@sdsu.edu

QUESTION DEADLINE

Date: October 20, 2026

Time: 2:00 p.m. PDT

Purpose: To address questions or concerns regarding any part of this proposal package. Please submit all questions by posting them to:

https://www.planetbids.com/portal/portal.cfm?CompanyID=25796)

Questions received after the deadline may not be answered.

STATEMENT OF QUALIFICATION DUE DATE

Date: November 5, 2026

Time: 2:00 p.m. PDT.

Location: https://www.planetbids.com/portal/portal.cfm?CompanyID=25796)

Submit one (1) original Statement of Qualification (“SOQ”) per professional service (if bidding on both professional services) prior to the date and time specified and through electronic upload to PlanetBids.

Firms shall respond to the solicitation by electronic file upload only before the date and time set forth in the RFP. Mistakes or delays in the submission are entirely the responsibility of the Firm.

PRE-QUALIFICATIONS CONFERENCE

There is no pre-qualification conference scheduled for this solicitation.

RFQ REQUIREMENTS

Terms of Professional Service Agreements: Firms must review and accept the terms of the

California State University Professional Services Agreements. Modifications are not accepted for these documents.

https://procuretopay.sdsu.edu/ https://www.planetbids.com/portal/portal.cfm?CompanyID=25796

RFQ No. 7082

Small Business Participation is strongly encouraged.

PLANETBIDS SUBMISSION

Interested Firms must register with PlanetBids at https://www.planetbids.com/portal/portal.cfm?CompanyID=25796. Obtaining documents via any other method does NOT make the Firm a Proposer. PlanetBids sends notifications to prospective proposers; however, the University recommends that the Firm periodically check the PlanetBids website for modifications to RFQ documents. The University is not responsible for the prospective Firm’s misunderstanding of the RFQ solicitation or a nonresponsive submission due to failure to check the website for updates or addenda to RFQ documents, and/or other information regarding the RFQ solicitation. Failure to periodically check this website will be at the Firm’s sole risk.

The University assumes no responsibility for delay in submission of the SOQ through the

PlanetBids system. Submittal of responses by mail, personal delivery, courier service, fax or email is not acceptable.

PROTESTS

Firms filing a protest of the specifications and/or requirements shall submit such protest prior to the scheduled submittal deadline. Proposers filing protest of contract award must do so within five (5) business days after Notice of Intent to Award. The protesting Firm shall submit a full and complete written statement detailing the facts in support of the protest. Protest must be sent by certified or registered mail, email, facsimile, or delivered in person to the University contact shown on page one (1). A protest decision will be provided and will be in writing and sent by certified or registered mail, email, facsimile or delivered in person to the protesting Firm. The

Protest decision made by the University is final.

This RFQ does not constitute an order for the goods or services specified.

TABLE OF CONTENTS

SECTION 100 INTRODUCTION 4

SECTION 200 SCHEDULE OF EVENTS 6

SECTION 300 TECHNICAL REQUIREMENTS 7

SECTION 400 FORMAT / SUBMITTALS 9

SECTION 500 RESPONSE REQUIREMENTS 12

SECTION 600 EVALUATION AND AWARD CRITERIA 14

ATTACHMENT A APPENDIX NO. 1 FIRM’S QUESTIONNAIRE 17

ATTACHMENT A APPENDIX NO. 2 FIRM’S REFERENCES 18

ATTACHMENT A APPENDIX NO. 3 FIRM’S EXPERTISE OF PERSONNEL 19

ATTACHMENT B PROPOSAL CERTIFICATION FORM 20

ATTACHMENT C SMALL BUSINESS PREFERENCE CERTIFICATION 21

ATTACHMENT D APPENDIX NO. 1 SAMPLE SERVICE AGREEMENT 22

ATTACHMENT D APPENDIX NO. 2 SAMPLE TASK ORDER SERVICE AGREEMENT 30

ATTACHMENT D APPENDIX NO. 3 SAMPLE RIDER B - SUPPLEMENTARY

GENERAL PROVISIONS

ATTACHMENT D APPENDIX NO. 4 SAMPLE EXHIBIT A - INDIVIDUAL TASK ORDER 40

ATTACHMENT E FEE SCHEDULE 41

SECTION 100: INTRODUCTION

101. INTENT

San Diego State University (SDSU) is seeking to identify and select qualified Firms for the following professional services areas:

1. Civil Engineering

2. Geotechnical Engineering

Selected firms will assist the University in managing upcoming construction projects on the

SDSU main campus, SDSU Mission Valley Campus, and SDSU Imperial Valley Calexico and

Brawley campuses. Multiple Firms in each professional services area may be awarded Master

Service Agreements from this solicitation. It is the intent of SDSU to establish a bench of professional service providers and award to no less than three (3) of the highest qualified Firms for each of the service areas.

102. SERVICES TO BE PROVIDED

The successful Firms shall demonstrate competency in all fields of expertise required by this

RFQ and shall confirm the availability of the qualified personnel proposed to perform the services required.

The services to be provided by the Firms may be issued as separate stand-alone Service

Agreement or as Task Order Service Agreements (“TOSA”), depending the size of the project, with specific scopes of work and requirements and may include estimating, scheduling, budget preparation and review, general construction management services, preparation of Requests for

Qualifications and Requests for Proposal, evaluation of construction claims and other similar construction support activities. The projects may range in size from $10,000 to over $100 million in total project costs.

For larger stand-alone Service Agreements (those qualifying as major cap projects), Firm must be pre-qualified with the CSU Office of the Chancellor at http://www.calstate.edu/CPDC/ae/prequal/.

The Master Service Agreement(s) awarded as a result of this RFQ will have an initial term of two (2) years, with up to two (2) additional two (2)-year option periods, exercisable at the

University's sole discretion.

Any TOSAs issued during the term of the Master Service Agreement shall remain subject to the terms, conditions, and fee schedule in effect on the date the TOSA is executed, regardless of whether performance continues beyond the expiration of the Master Service Agreement or any exercised option period.

The schedule of hourly rates proposed for the various professional services and labor classifications shall remain firm for the initial two (2)-year term and for the duration of any TOSA executed during that term.

http://www.calstate.edu/CPDC/ae/prequal/

For each option period, the Firm may request an adjustment to the hourly rates based on the

Consumer Price Index (CPI), not to exceed three percent (3%) per option period. Any requested adjustment must be submitted at least sixty (60) days before the expiration of the current

Agreement term and is subject to the University's approval based on satisfactory Firm performance.

Prevailing wage requirements shall apply where required by applicable law.

[End of Section 100]

SECTION 200: SCHEDULE OF EVENTS

Release of Request for Qualifications October 6, 2026

Last Day to Submit Questions for Clarification October 20, 2026 by 2:00 p.m.

Last Addendum to be Published October 30, 2026

Deadline for Submission of Qualification Packet November 5, 2026 by 2:00 p.m.

Notice of Intent to Award November 13, 2026

Protest Period (5 working days after NOIA) November 16 – 20, 2026

Contract Award November 23, 2026

Commencement of Services November 2026

NOTE: Schedule of Events dates may be adjusted upon advanced written notice.

[End of Section 200]

SECTION 300: TECHNICAL REQUIREMENTS

Within this section, the University has listed professional services which may be required for all service provider areas. Firms shall respond by indicating how their Firm can provide those services as well as additional services not specifically listed (see Section 400, Format /

Submittals).

301. GENERAL OBJECTIVES

Objectives for the following services are described in general and may include services as described but not limited to. Each individual Service Agreement or Task Order will provide details as to the scope and requirements. Firms may respond to one or more disciplines below.

Each response must be packaged and titled separately for.

1. Civil Engineering Services

Firm shall provide expertise to assist SDSU with public works engineering which may include, but not limited to, facilities and structures design, preliminary engineering, site surveying alternative analysis, feasibility studies, risk analysis, earth retaining system design, wet and dry utility design, drainage and grading designs, traffic control plans, storm water pollution prevention plans, peer plan review services, engineering plans, engineering specifications, and engineering estimates.

2. Geotechnical Engineering Services

Firm shall provide expertise to assist SDSU with public works engineering which may include, but not limited to, geotechnical engineering and investigation, soils testing, preparation of feasibility studies and identification of associated costs, foundation design, preparation of earthwork specifications, pavement design, field investigations, including bearing capacity, soils classifications, field percolation tests, development and documentation of design concepts, and site evaluations. The geotechnical engineering and investigation services may cover multiple and possibly concurrent projects.

302. PROJECT DESCRIPTIONS

Anticipated Projects: Projects tentatively scheduled to begin design and construction in

2026/2027 SDSU Mission Valley Residential and Innovation District, along with a few dozen smaller TOCA (Task Order Construction Agreement) and JOC (Job Order Contract) projects. A

Service Agreement or Task Order may be issued for these projects.

Small Project Services: The University undertakes many small projects that may be designed either in-house or by outside consultants. Construction may be completed by in-house forces, competitively bid to outside contractors, or performed by a Job Order Contractor (JOC). These projects may require individual service increments rather than the full range of services typically provided for a larger project. Such services may be procured on a task-order basis, with the specific scope identified in each individual task order.

[End of Section 300]

SECTION 400: FORMAT/SUBMITTALS

To be considered responsive, Firms shall submit all of the information and documents identified below. All Firms must submit the following with their response to be considered responsive.

Firms shall elaborate on each question asked below and use no more than FIVE (5) single-sided 8.5”x11” pages to respond to content in Tabs 1-5. Attachment A appendices 1 – 3 shall have a ONE (1) page count limit per appendix, and Attachments B, C, and E shall not be counted towards the page count limit. Responses shall address each item in the order presented and use the same tab numbering and headings. Each response shall clearly correspond to the applicable questions and the Professional Services disciplines identified in

Section 301. Firms shall submit separate documents in separate files for the Statement of

Qualifications and Fee Schedule components of their proposal. If your firm intends to bid on both professional services, submit a separate Statement of Qualifications and Fee Schedule for each professional service.

At a minimum, each Statement of Qualifications (SOQ) shall include the following:

Tab 1 – Firm Qualifications

Describe your Firm, including:

● Legal entity and organizational structure;

● Principals;

● Business address and office locations;

● Firm history;

● Geographic service area;

● Number of full-time employees; please specify number of employees in the local office

● Areas of expertise; and

● Any other information demonstrating the Firm's qualifications.

Submit a completed Appendix No. 1 – Questionnaire.

Tab 2 – Relevant Experience

Describe the Firm's successful experience during the past five (5) years, with particular emphasis on:

● Higher education projects;

● Projects performed for the California State University (CSU) system; and

● Projects requiring services similar to those requested in this RFQ.

For each project, describe the services provided and note how the services are similar to work that the University performs. Client references with current contact information to be included in

Appendix No. 2 - References. Photographs, graphics, and other supporting materials may be included where appropriate.

Submit a completed Appendix No. 2 – References.

Tab 3 – Proposed Personnel

Provide a list of proposed primary personnel (minimum of three (3) and supporting personnel who may be assigned to University projects, subject to availability).

For each proposed primary staff member, provide:

● Position and role;

● Relevant qualifications and experience;

● Whether the individual is a full-time employee of the Firm; and

● Years of employment with the Firm.

Also provide relevant qualifications and experience for any additional personnel who may perform services under the Agreement, including subconsultants, estimators, schedulers, administrative staff, and other key personnel.

Submit a completed Appendix No. 3 – Firm's Personnel Qualifications.

Tab 4 – Capacity and Availability

Describe your Firm's current staffing levels, workload, and capacity to provide qualified personnel for multiple University projects of varying size and complexity simultaneously.

Tab 5 – Additional Qualifications

Provide any additional information you believe demonstrates your Firm's qualifications and ability to provide high-quality professional services to San Diego State University.

Tab 6 – Additional Required Forms

The following forms and documents shall be submitted with the SOQ:

● Attachment B – Proposal Certification Form

Complete and submit Attachment B with the SOQ.

● Attachment C – Request for Small Business Preference (if applicable)

Firms requesting the Small Business Preference shall submit proof of current California

Department of General Services (DGS) Small Business certification together with

Attachment C at the time the SOQ is submitted.

Tab 7 - Attachment E - Fee Schedule

Submit Attachment E as a separate upload from the SOQ.

Provide hourly billing rates for each proposed labor classification, including principals, project managers, estimators, administrative personnel, subconsultants, and other personnel who may perform services under the Agreement. For each classification, identify:

● Direct hourly wage rate;

● Overhead percentage;

● Profit percentage; and

● Fully burdened hourly billing rate.

Identify any proposed reimbursable expenses separately.

[End of Section 400]

SECTION 500: RESPONSE REQUIREMENTS

Firms responding to this solicitation must submit a complete original submittal in accordance with the format provided in this solicitation to the University through electronic upload to

PlanetBids on or before the date and time set forth in the RFQ. Firms shall respond to the solicitation by electronic file upload only. SUBMISSIONS WILL NOT BE ACCEPTED IF

SUBMITTED THROUGH ANY OTHER MEANS (the University will not accept submissions via mail, personal delivery, courier service or email). It is the Firm’s responsibility to ensure that the

RFQ qualifications response and Fee Schedule Form are submitted through electronic upload to

PlanetBids by the date and time listed in the solicitation; the time on the PlanetBids system shall be considered the official time for purposes of determining timely submittal. Mistakes or delays in the electronic submission of documents are entirely the responsibility of the Firm. LATE

RESPONSES WILL NOT BE ACCEPTED.

Qualifications and Fee Schedule Form:

RFQ qualifications response and Fee Schedule Form must be submitted via PlanetBids on or before the due date and time for this RFQ. The RFQ qualifications response document shall be marked as “Statement of Qualifications Submittal” with:

● The Name of Firm and Address

● Buyer: Rachel Ascherl, Procurement Professional III

● RFQ No. 7082 and Title of Solicitation

● The RFQ Due Date and Time

The Fee Schedule must be submitted as a separate document clearly marked as “Fee

Schedule” and the information above.

The response to this RFQ must be submitted in compliance with the following format, unless otherwise specified in this RFQ:

● Submit electronic documents as files in .pdf format.

● Clearly name files as to the document and order.

● Pages requiring signatures must be signed.

● Other pages may be scanned or converted to .pdf from other file formats.

● Converted and searchable formats are preferred.

Firms shall submit separate documents in separate files for the Statement of Qualifications and

Fee Schedule components of their proposal.

A. Submit Statement of Qualifications document.

a. Content shall be organized to correspond to the applicable Tab Sections or items within Section 400 - Format/Submittals. All forms, responses and attachments shall be sequentially numbered to correspond to the applicable question or item.

b. All content provided within response to Tab Sections 1-5 shall be provided within

FIVE (5) 8.5”x11” pages, single-sided. Any proposal longer than FIVE (5)

8.5”x11” pages will be considered non-responsive.

c. Attachment A appendices 1 – 3 shall have a ONE (1) page count limit per appendix, and Attachments B, C, and E shall not be counted towards the page count limit.

d. No price/fee data are to be included in the Statement of Qualifications document.

e. If price/fee information is included in the Statement of Qualifications document, the University may, at its sole discretion, remove such information or declare the submission non-responsive.

B. Submit a separate Fee Schedule document.

a. All hourly rates or other potential fees must be contained within the Fee

Schedule.

A submittal that is received, but that is not received by the electronic means designated in the solicitation by the exact time specified for receipt will not be considered. All submittals shall be signed by an authorized officer or employee of the Firm. The name, title, mailing address, email address, and phone number of the authorized officer or employee shall be included. Scanned images of pages containing original signatures are acceptable for submission of an electronic file. Electronic or digital signatures will also be accepted.

[End of Section 500]

SECTION 600: EVALUATION AND AWARD CRITERIA

EVALUATION

San Diego State University may select the Firm(s) for award that are determined to be the highest qualified to fulfill the specifications of this Request for Qualifications. Responses meeting the format requirements will be submitted to an evaluation committee which may be composed of University personnel and outside University personnel. Responses will be reviewed, evaluated, scored, and ranked based on qualifications submitted. The committee will assess client satisfaction through interviews with current users. At the conclusion of qualifications review and tally of scores, Firms deemed by the University as having provided the most effective approach to this request may advance to the presentations/interviews (optional).

Rates of those determined to be the highest ranked will then be evaluated, negotiated, and determined to be fair and reasonable for the term period of the Master Agreement.

The University reserves the right to award this RFQ in full, in part or make no award at all.

Final Award of an Agreement shall be based upon a responsible Firm(s) whose response is responsive to the RFQ, demonstrates a clear understanding of the priorities, and demonstrates the capabilities to perform satisfactorily based on qualifications and fair and reasonable rates.

The University reserves the right, at its sole discretion, to reject any and all responses. Award shall be made in the best interest of the State. Further, the University reserves the right to waive any minor irregularities it feels are immaterial to this award. The decision of the University is final.

The University Evaluation Committee will evaluate the technical components of all the responses completely and independently. The responses will be evaluated based on the following criteria:

1. Tab 1: Firm Description (Maximum of 15 points).

2. Tab 2: Your Firm’s Similar Experience (Maximum of 35 points).

3. Tab 3: Qualifications and experience of the proposed Primary staff and other sub-consultants and support staff (Maximum of 50 points).

4. Tab 4: Ability to provide qualified Primary staff and other associated staff for several projects of various sizes under construction at the same time (Maximum of

20 points).

5. Tab 5: Special factors which make your firm the most qualified to provide the service to SDSU (Maximum of 20 points).

6. Tab 6: Attachment B (not scored) and Attachment C (Up to 5%)

7. Tab 7: Fee schedule and hourly billing rates for the various professional services and sub-consultants classifications proposed including Senior staff, Managers, Schedulers, Estimators, Administrative Support, etc. (not scored)

Maximum total points available: 140 plus SB Preference of up to 5% if applicable.

The University, at its sole discretion, may elect to interview some or all of the Firms or request additional information from the Firms for the purpose of clarity in evaluating the qualifications of the Firms.

The responses may be evaluated by a committee composed of SDSU Planning, Design and

Construction staff, Project Management staff, Facilities Services staff, project architects and other qualified parties as deemed appropriate by the University. This RFQ does not commit the

University to award an agreement or to pay any costs incurred in the preparation of a response to this RFQ. The University reserves the right to reject any or all responses.

FEE SCHEDULE

Each Firm shall prepare and submit its own Fee Schedule for each Professional Services category for which it is submitting a Statement of Qualifications (SOQ). A separate Fee

Schedule shall be submitted for each Professional Services category proposed. Each Fee

Schedule shall identify only the labor classifications, subconsultants, and hourly billing rates applicable to that specific Professional Services category. This requirement recognizes that staffing structures, labor classifications, and billing rates may vary among the different

Professional Services categories.

At a minimum, each Fee Schedule shall include the following information for every labor classification proposed by the Firm and its subconsultants:

● Labor Classification

● Direct Hourly Rate

● Overhead Percentage

● Profit Percentage

● Fully Burdened Hourly Billing Rate (this rate includes the direct hourly rate, overhead percentage, and profit percentage)

The Fully Burdened Hourly Billing Rate shall include all labor costs, overhead, profit, and other indirect costs associated with providing the services. Any proposed reimbursable expenses shall be identified separately and shall not be included in the hourly billing rates. Reimbursable expense rates should include mileage. Mileage reimbursement is eligible from SDSU main campus in San Diego to Imperial Valley Calexico and Brawley campuses and back to the SDSU main campus.

Hourly billing rates shall remain firm for the initial two (2)-year term of the Agreement and shall apply to all Task Order Service Authorizations (TOSAs) issued during that term.

For each exercised option period, the Firm may submit a written request for an adjustment to the hourly billing rates. Any requested adjustment shall:

● Be based on the applicable Consumer Price Index (CPI);

● Not exceed three percent (3%) for any option period;

● Be submitted no later than sixty (60) days before the expiration of the then-current

Agreement term; and

● Be subject to the University's approval based on the satisfactory performance of the Firm and its subconsultants.

ATTACHMENT A, RFQ 7082

APPENDIX NO. 1

QUESTIONAIRE

Company Information

Contractor Name Corporation

Partnership

Street Address City State Zip

Federal ID # or Social Security Number Date of Corporation

Name of State(s) in which incorporated

FOR PARTNERSHIP ONLY

DATE OF ORGANIZATION Is the partnership:

General

Limited

Association

Name addresses zip of all partners Use additional sheet if necessary

Certified Small Business

Yes

No

OSDS No.

SB Cert

Expire Date:

Certified Disabled Veteran Business

Enterprise

Yes

No

OSDS No.

DVBE Cert

Expire Date:

Contact Information

Name Title

Phone No.

Fax No.

Mobile No.

Email Address

General Information

No. of Years in Business No of years in providing these services.

If you have done business under different name, please give name and location

Has firm ever been engaged in litigation over any contract, If so, explain.

APPENDIX NO. 2

REFERENCES

Provide a list of references of higher education institutions which demonstrate experience in providing services similar in nature required by this RFQ. Include company/institution name and address, name, title, and telephone number of person to contact.

Company Name

Street Address City State Zip

Telephone Number Fax Number

Person Familiar with Performance Title

Number of years service performed Date of last service performed

Description of services performed:

Telephone Number Fax Number

Person Familiar with Performance Title

Telephone Number Fax Number

Person Familiar with Performance Title

APPENDIX NO. 3

EXPERTISE OF PERSONNEL

(All information must be related to this RFQ)

Educational and Training Background, Number Of Years Experience, Employees to be assigned to THE UNIVERSITY Previous Employment

1.

Name

Title

2.

3.

ATTACHMENT B, RFQ 7082

PROPOSAL CERTIFICATION FORM

NOTE: THIS PAGE MUST BE COMPLETED, SIGNED, AND RETURNED

WITH YOUR PROPOSAL

The undersigned certifies that to the best of his/her knowledge: (check one)

( ) There is no officer or employee of San Diego State University who has, or whose relative has, a substantial interest in any agreement award subsequent to this proposal.

( ) The names of any and all public officers or employees of San Diego State

University who have, or whose relative has, a substantial interest in any agreement award subsequent to this proposal are identified by name as part of this submittal.

In compliance with Request for Qualifications No. 7082 – Professional Services for

Public Works Projects for San Diego State University and after carefully reviewing all the terms and conditions imposed therein, the undersigned agrees to furnish such goods and services in accordance with the specifications and scope of work according to the proposal submitted or as mutually agreed upon by subsequent negotiation.

CERTIFICATION

Signature Typed Name and Title

Name of Company as Licensed

Corporation

Partnership

Federal ID # or Social Security Number

Street Address City State Zip

Phone No.

Fax No.

Mobile No.

Email Address

ATTACHMENT C, RFQ 7082

SMALL BUSINESS PREFERENCE AND CERTIFICATION REQUEST

(Bidders requesting a 5% Small Business Preference must sign below and enclose this form in the Bid Package)

The undersigned hereby requests preference as a “Small Business” and further certifies under penalty of perjury, that the firm still meets the requirements of the California Code of Regulations, Title 2, Section 1896 et seq.

NOTICE TO ALL BIDDERS: Section 14835 et seq. of the California Government Code, requires that a five percent preference be given to bidders who qualify as a small business. The rules and regulations of this law, including the definition of a small business for the delivery of service, are contained in Title 2, California Code of Regulations, Section 1896, et seq. A copy of the regulations is available upon request.

If your firm is a Small Business and wishes to claim the small business preference, which may not exceed $50,000 for any bid, your firm must have its principal place of business located in California, have a complete application (including proof of annual receipts) on file with the Small Business & DVBE Services Branch, in the Procurement Division of the State of California Department of General Services, by 5:00 p.m. on the date bids are opened, and be verified by such office.

Or, if your firm is a Non-Small Business and wishes to claim the small business preference, your firm must notify the

Trustees by signing below, that your firm commits to subcontract at least 25% of its net bid price with one or more small businesses, submit a timely responsive bid, list* the small business subcontractors and include name, address, phone number, portion of the work to be performed, and the dollar amount and percentage per subcontractor, and be determined a responsible bidder.

Questions regarding the preference approval process should be directed to Small Business & DVBE Services, telephone (800)

559-5529 or (916) 375-4940, address: 707 Third Street, First Floor-Room 400, West Sacramento, CA 95605, or if by mail: P.O. Box

989052, West Sacramento, CA 95798-9052. You can also reach them via email (osdchelp@dgs.ca.gov) or on the Internet:

www.pd.dgs.ca.gov/smbus.

IMPORTANT NOTICE (Read before signing)

The “Small Business Preference and Certification Request” must be signed in the same name style in which the bidder is licensed by the Contractors State License Board. Bidders bidding jointly or as a combination of several business organizations are specially cautioned that such bidders must be jointly licensed and approved in the same form and style in which the bid is executed.

Legal Name Style of Bidder(s):_______________________________________________________OSDS Certification No.___________________

Signature of Bidder: _____________________________________________________________ Date_____________________________

In the event the bidder has received assistance in obtaining bonding for this project, it shall set forth the name and nature of the firm providing such assistance. Should the firm be listed as a subcontractor, bidder shall set forth the percentage of the contract to be performed by the subcontractor.

Name of Firm: ___________________________________________________________________________________________________________

Is Firm a Listed Subcontractor? YES-Percentage NO

Special attention is directed to section 1896.16 for penalties for furnishing incorrect supporting information in obtaining preference.

Non-Small Business CERTIFICATION

*If firm non-small business ,list sub-contractors in which you commit25% of net bid price below or on separate sheet:

Name Address Phone # OSDS# Portion of Work $ Amount % mailto:osdchelp@dgs.ca.gov

RFQ 7082

ATTACHMENT D APPENDIX NO. 1

SERVICE AGREEMENT 2021-0520

For use on any CSU project.

SERVICE PROVIDER

TRUSTEES

This AGREEMENT is made and entered into this [Day] day of [Month], [Year] pursuant to the Public Contract

Code 10700, et seq., by and between the Trustees of the California State University on behalf of

Campus, hereafter referred to as Trustees, and Amendment No.: Agreement No.: Is agreement for

Design

Professional services:

Select

Project No.:

California State University Lorem Ipsum 123456 123456 123456

Service Provider, hereafter referred to as Service Provider. CSU Vendor ID No.: License Number: DIR No.:

Ipsum Lorem Service Provider, Inc. 123456 C-123456 123456

WITNESSETH: That the Service Provider in consideration of the statements and conditions herein contained, agrees to furnish labor, materials, and equipment and to perform work necessary to complete, in a skillful manner: [Provide a brief [summary description of the work] for [Project Name] located at [Campus Name].

The Service Provider shall provide such services as more fully described in the following Rider and Exhibits, which by this reference are incorporated herein and made part of this Agreement:

Rider A Agreement General Provisions, consisting of six (6) pages;

Exhibit A Scope of Work, consisting of [Number] pages;

Exhibit B Fee and Payment Schedule, consisting of one (1) page;

Exhibit C Service Provider Hourly Rate Schedule applicable to this project.

The term shall begin upon receipt of an executed Agreement from the Trustees and shall end as of [Date]. Work elements started during the term shall continue to their completion and acceptance by the Trustees.

The Service Provider shall not perform services in excess of the Agreement without prior written authorization to proceed from the Trustees.

Service Provider shall report to: [Campus and Name of Project Administrator]

The basic services amount to be expended under this Agreement shall not exceed [Insert Value].

Payment shall be made in accordance with Rider A and Exhibits A, B, C.

Trustees of the California State University Service Provider

Campus

California State University Lorem Ipsum

Firm Name

Ipsum Lorem Service Provider, Inc.

By (Trustees’ Authorized Signature) By (Authorized Signature)

Printed Name and Title of Person Signing

John Smith, Campus Representative

Printed Name and Title of Person Signing

Jack Smith, Service Provider Authorized Signatory

Address of Campus Project Administrator

99999 Lorem Ipsum Drive, Ipsum, CA 99999

Address of Service Provider

11111 Ipsum Lorem Drive, Lorem CA 11111

SCO Acct Data:

Fund

123456 Sub Fund

123456 Agency

123456 Yr. Ref/Item

123456 Category

123456 Program

123456 Element

123456 Component

123456 Chapter

123456 Fiscal Yr.

123456 Legal Ref.

123456 Fund Name

123456 PS Account

123456 PS Fund

123456 PS Dept. ID

123456 PS Program

123456 PS Class

123456 PS Project/Grant

123456 Amount Encumbered

$999,999,999 I hereby certify upon my personal knowledge that budgeted funds are available for the period and purpose of the expenditures stated above.

Amount of Increase

$999,999,999

Signature of Accounting Officer

Date

Amount of Decrease

$999,999,999 I hereby certify that I have examined the written Agreement and find the same to be in accordance with the requirements of California State University Contract Law. DAWN THEODORA, General Counsel

Total Amount Encumbered

By Attorney

This Agreement may be executed in counterparts all of which taken together shall constitute one and the same Agreement. The exchange of copies of this Agreement by electronic mail in “portable document format” (“.PDF”) form or by other similar electronic means shall constitute effective execution and delivery of this Agreement and shall have the same effect as copies executed and delivered with original signatures.

Agreement/Amendment No. [Insert] [Insert Name of Service Provider]

Rider A - Page 1 of 6

Agreement General Provisions [Date] Rev.2025-0116

Rider A - Agreement General Provisions, Service Provider

1. Service Provider Relationship. Service Provider, in the performance of this Agreement, is an independent contractor and is not an employee, agent, or officer of the Trustees.

2. Payments. Payments under this Agreement shall be made in arrears of work increment completed to the satisfaction of the Trustees and upon submission of an invoice in CSU invoice format. If not otherwise specified payments for services rendered will be processed monthly upon presentation of invoice.

3. Services. Trustees may issue a written order with respect to the services to be performed under this Agreement at any time before the completion of the services. Trustees shall pay Service Provider an amount for such services as provided in this Agreement, or if not so provided, Trustees shall pay Service Provider a reasonable amount, which shall be agreed upon by the parties.

4. Service Provider shall not utilize any information, not a matter of public record, which is received by reason of this Agreement, for pecuniary gain not contemplated by the terms of this Agreement, regardless of whether Service Provider is or is not under contract at the time such gain is realized (Education Code Section 89006).

5. Ownership. The report, survey, or other product developed by Service Provider pursuant to this Agreement is the property of Trustees, and shall not be disseminated to others by Service Provider unless authorized by Trustees.

6. Termination for Convenience. Trustees may terminate this Agreement upon a three (3) business-day advance written notice to Service Provider. In the event of such termination, Service Provider shall be paid only for the work satisfactorily completed.

7. Termination for Cause. Trustees may terminate this Agreement for cause should Service Provider fail to perform as herein provided. In the event of such termination, Trustees shall be relieved of the obligation to make any payment to Service Provider and Trustees may proceed by other means with the work in any manner the Trustees deem proper.

8. Indemnification.

The Indemnification subsection below, next to the checked box, applies to this agreement, while the subsection next to the unchecked box does not apply to this agreement.

a. Provisions of item 8a shall apply if the agreement is with a Service Provider that does not qualify under the provisions of California Civil Code section 2782.8. The Service Provider agrees to hold harmless, defend, and indemnify the State of California, the Trustees of the California State University, the University, and the officers, employees representatives, and agents of each of them from any and all claims, damages, losses, causes of action and demands, and all costs and expenses incurred in connection therewith, including, but not limited to, attorneys’ fees and costs resulting from or in any manner arising out of or in connection with any negligent act or omission or willful misconduct on the part of the Service Provider, its officers, agents, and employees, in the performance of this Agreement.

This provision shall survive the expiration or termination of this Agreement.

b. Provisions of item 8b shall apply if the agreement is with a Service Provider that does qualify under the provisions of California Civil Code section 2782.8 and the scope of work is for design professional services. The Service Provider agrees to hold harmless, defend, and indemnify the State of California, the Trustees of the California State University, the University, and the officers, employees representatives, and agents of each of them from any and all claims, damages, losses, causes of action

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Agreement General Provisions [Date] Rev.2025-0116 and demands, and all costs and expenses incurred in connection therewith, including, but not limited to, attorneys’ fees and costs to the extent arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct on the part of the Service Provider, its officers, agents, and employees, in the performance of this Agreement. In no event shall the cost to defend charged to the Service Provider exceed the Service Provider’s proportionate percentage of fault. However, notwithstanding the previous sentence, in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, the Service Provider shall meet and confer with other parties regarding unpaid defense costs. Service Provider’s liability is not limited to recoverable insurance. This provision shall survive the expiration or termination of this Agreement.

The provisions of section 8b pertaining to the duty and cost to defend shall not apply to either of the following:

1) Any contract for design professional services per the provisions of California Civil Code section 2782.8, or amendment thereto, where a project-specific general liability policy insures all project participants for general liability exposures on a primary basis and also covers all design professionals for their legal liability arising out of their professional services on a primary basis.

2) A design professional per the provisions of California Civil Code Section 2782.8, that provides design professional service and is party to a written design-build joint venture agreement and not the primary holder of the Trustees and Design-Builder contract.

9. Insurance Provisions. The Service Provider shall not commence work until the Trustees have received evidence of the insurance required in this section and approved it.

a. Service Provider shall obtain the following policies and coverage. The insurance furnished by the Service Provider under this section shall provide coverage in amounts not less than the following, unless a different amount is stated in Exhibit A, Scope of Work Description:

1) Comprehensive or Commercial Form General Liability Insurance:

On an occurrence basis, cover work done or to be done by or on behalf of the Service Provider and shall provide insurance coverage for bodily injury, personal injury, property damage, and contractual liability. The aggregate limit shall apply separately to the work. Limits of Liability:

$4,000,000 General Aggregate

$2,000,000 Each Claim - combined single limit for bodily injury and property damage.

2) Business Automobile Liability Insurance:

On an occurrence basis, cover owned, scheduled, hired, and non-owned automobiles used by or on behalf of the Service Provider and shall provide insurance coverage for bodily injury, property damage, and contractual liability. Use Insurance Service Office (ISO) Form Number CA 0001 covering any automobile. Limits of Liability:

$1,000,000 Each Accident - combined single limit for bodily injury and property damage.

3) Workers’ Compensation Insurance:

This insurance shall include Employers Liability limits of $1,000,000 and other limits required under California law.

4) Professional Liability Insurance:

The Service Provider shall obtain and maintain professional liability (errors and omissions) insurance covering work done or to be done by or on behalf of the Service Provider on a claims-

Rider A - Page 3 of 6 made basis for no less than $2,000,000 each claim and $4,000,000 annual aggregate, and certification of coverage shall be submitted to the Trustees upon signing of this Agreement. If the total contract amount exceeds $1,000,000 the Service Provider shall renew and keep such insurance in effect for at least ten (10) years after the recordation of the notice of completion

For any of the insurance described in the paragraphs above, the amount of limits can be satisfied by a combination of primary and excess or umbrella insurance.

b. Insurers shall be authorized in the State of California to transact insurance and shall hold a current A.M.

Best’s rating of no less than A: VII or alternatively a carrier acceptable to the Trustees.

Verification of coverage shall be provided as follows:

1) The Service Provider shall submit to the Trustees copies of certificates of insurance and endorsements to the policies of insurance required by the Agreement as evidence of the insurance coverage.

2) The scope of coverage shall be shown on the certificate of insurance.

3) The Service Provider shall provide written notice of cancellation of coverage within thirty (30) days to the Trustees.

4) The Service Provider shall notify the Trustees in writing of any material change in insurance coverage.

5) Renewal certifications shall be timely filed by the Service Provider for coverage until the work is accepted as complete.

6) Trustees reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these provisions, at any time.

c. Insurance policies except for Workers Compensation and Professional Liability insurance shall contain, or be endorsed to contain, the following provisions:

1) For the general policies, the State of California, the Trustees of the California State University, the University, their officers, employees, representatives, volunteers, and agents shall be covered as additional insureds.

2) For claims related to the work, the Service Provider’s insurance coverage shall be primary insurance as respects the State of California, the Trustees of the California State University, the University, their officers, employees, representatives, volunteers, and agents. Insurance or self-insurance maintained by the State of California, the Trustees of the California State University, the University, their officers, employees, representatives, volunteers, and agents shall be in excess of the Service Provider’s insurance and shall not contribute with it.

3) The State of California, the Trustees of the California State University, the University, their officers, employees, representatives, volunteers, and agents shall not by reason of their inclusion as additional insureds incur liability to the insurance carriers for payment of premiums for such insurance.

d. Additional Insurance Provisions

1) Any deductible under any policy of insurance required in this section shall be the Service Provider‘s liability.

2) Acceptance of certificates of insurance by the Trustees shall not limit the Service Provider’s liability under the Agreement.

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3) The Service Provider’s obligations to obtain and maintain required insurance are non-delegable duties under this Agreement.

10. Personal Eligibility Certification. If the Service Provider is a natural person, the Service Provider certifies by signing this Agreement that s/he is a citizen or national of the United States or otherwise qualified to receive public benefits under the Personal Responsibility and Work Opportunity Reconciliation Act of 1996 (P.L. 104- 193; 110 STAT. 2105, 2268-69), State of California Governor’s Executive Order W-135-96.

11. Corporate Eligibility Certification. If the Service Provider is a corporation, the Service Provider certifies and declares by signing this Agreement that it is eligible to contract with the State of California pursuant to the California Taxpayer and Shareholder Protection Act of 2003 (Public Contract Code Section 10286, et seq.).

12. Nondiscrimination. In the performance of this Agreement the Service Provider and its consultants shall not deny the Agreement’s benefits nor shall they discriminate unlawfully against any person on the basis of religion, color, ethnic group identification, sex, actual or perceived gender identity, age, physical or mental disability, medical condition, marital status, or age (over 40). Additionally, the Service Provider and its consultants shall insure that the evaluation and treatment of employees and applicants for employment are free of such discrimination as well.

a. Service Provider shall comply with the provisions of the Fair Employment and Housing Act (Government Code Section 12900, et seq.), the regulations promulgated thereunder (California Code of Regulations, Title 2, Sections 11000, et seq.), and the provisions of Article 9.5, Chapter 1, Part 1, Division 3, Title 2 of the Government Code (Government Code Sections 11135-11139.5).

b. Service Provider shall permit access by representatives of the California Department of Fair Employment and Housing and the Trustees upon reasonable notice at times during normal business hours with at least 24 hours’ notice, to its books, records, accounts, other sources of information, and its facilities as the Department or Trustees shall require to ascertain compliance with this Agreement.

c. Service Provider and its consultants/subcontractors shall give written notice of their obligations under this Agreement to labor organizations with which they have a collective bargaining or other agreement.

d. Service Provider shall include the nondiscrimination and compliance provisions of this Agreement in subcontracts to perform work under the Agreement (Government Code Sections 12990, 11135, et seq., Title 2, California Code of Regulations, Section 11105)

13. Drug Free Workplace Certification. The Service Provider hereby certifies compliance with Government Code Sections 8355, 8356, and 8357 in matters relating to providing a drug-free workplace. In accordance with Government Code Section 8355, the Service Provider shall:

a. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations;

b. Establish a Drug-Free Awareness Program to inform employees about all of the following:

1) The dangers of drug abuse in the workplace,

2) The Service Provider’s policy of maintaining a drug-free workplace,

3) Any available counseling, rehabilitation, and employee assistance programs, and

4) Penalties that may be imposed upon employees for drug abuse violations;

c. Require that each employee engaged in the performance of the Agreement be given a copy of the statement required by subpart A, and require that each employee, as a condition of employment on the Agreement, agree to abide by the terms of the statement.

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14. Disabled Veteran Business Enterprise. Responsive to direction from the State Legislature (Public Contract Code Section 10115, et seq.), the Trustees are seeking to increase the statewide participation of disabled veteran business enterprises in contract awards. To this end, Service Provider shall inform the Trustees of any contractual arrangements with consultants or suppliers that are certified disabled veteran business enterprises.

15. Assignment. Service Provider shall not assign benefits or delegate duties under this Agreement in whole or in part, nor assign any moneys due or to become due hereunder without the written consent of Trustees.

16. Successors. The provisions of this Agreement shall extend to and be binding upon and inure to the benefit of the heirs, executors, administrators, successors, and assigns to the parties hereto.

17. Notice. Notice for either party may be served by delivering it in writing to the party, or by depositing it in a

U.S. mail deposit box with postage fully prepaid addressed as shown within the information block of the Agreement page. Nothing herein shall preclude the giving of notice by personal service.

18. Audit. If the Agreement exceeds $10,000, the contracting parties shall be subject to the examination and audit of the State Auditor of the State of California and the California State University Auditor for a period of three years after final payment under the…