Renovation of Suite 100 (505 Building).pdf

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PRE-BID SCHEDULED: Renovation of Suite 100 (505 Building)
Solicitation number
27-019
Issued by
Orange County, California

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REQUEST FOR QUOTE #27-019: RENOVATION OF SUITE 100 (505 BUILDING)

This Request for Quote (RFQ) is issued by CalOptima Health, seeking a California Class B licensed general contractor to permit and remodel approximately 310 square feet of first-floor space located at 505 City Parkway West, Orange, California 92868. The project involves minor repairs to existing space including the addition of one wall and modifications to HVAC, electrical, and fire systems as detailed in space plans prepared by Ware Malcomb dated July 2, 2026. The contractor will furnish all site management, labor, equipment, and materials necessary to complete the renovation of Suite 100. The deadline for questions and comments is September 8, 2026, at 12:00 PM PT, with bids due on September 24, 2026, at 1:00 PM PT. No pre-bid meeting is scheduled or mandatory. The contract term duration is to be determined by schedule, with no renewal options. All work must be performed during regular business hours (6:00 AM to 6:00 PM, Monday through Friday), with disruptive work scheduled outside business hours. The contractor is responsible for completing all permitting, coordinating with CalOptima's designated points of contact (Lisa Ha and Maria Kim), and submitting bids through CalOptima's online portal, BidNet Direct.

The estimated contract budget is $50,000.00. As a public works project, this solicitation is subject to prevailing wage and California Department of Industrial Relations (DIR) requirements. Bidders must submit a bid bond equal to 10% of the bid price for public works projects over $25,000, and upon award, payment and performance bonds equal to 100% of the bid price are required before work commences. The bid pricing must include all labor, materials, equipment, general conditions, site security, and applicable sales taxes. Bidders are required to include a daily rate for potential project extensions and must provide a preliminary schedule with key milestones for feasibility assessment. All subcontractors must be identified with specific work assignments and must carry valid California licenses for their respective trades. The contractor assumes all risk of loss to property, tools, and materials on site, with CalOptima bearing no responsibility for losses. Payment will be made via invoice for work completed. Bids remain valid for 60 calendar days and must comply with all addenda, non-collusion certifications, insurance requirements, and post-award documentation including W-9 forms and evidence of valid business licensing.

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REQUEST FOR QUOTE # 27-019

CalOptima is soliciting bids for CalOptima Health (CalOptima), is seeking a California Class B licensed general contractor to permit and remodel approximately 310 square feet of the first floor in a ten-story commercial office building located at 505 City Parkway West, Orange, CA 92868.

Contractor will furnish all site management, labor, equipment and material to complete renovations of the area, referred to as “Suite 100."

This is a public work project and is subject to prevailing wage and DIR requirements.

SCHEDULE

PRE-BID MEETING DATE AND TIME N/A

IS PRE-BID MEETING MANDATORY? ☐Yes ☒No

PRE-BID MEETING LOCATION N/A

DEADLINE FOR QUESTIONS & COMMENTS 09/08/2026 at 12:00 PM, PT

BID DUE DATE AND TIME 09/24/2026 at 1:00 PM, PT

CONTRACT

TOTAL ESTIMATED BUDGET $50,000.00

EXPECTED INITIAL DURATION OF AGREEMENT TBD by Schedule

OPTIONS TO RENEW N/A

REQUIRED BONDS ☒Bid ☐Payment ☐Performance ☐ None

PAYMENT METHOD Invoice for Work Completed

DESIGNATED POINT OF CONTACT

NAME Lisa Ha & Maria Kim

EMAIL lisaha@caloptima.org & maria.kim@caloptima.org &

Direct all communication relating to this solicitation to the designated Point of Contact above.

Submit bids via CalOptima’s online solicitation portal at: Bidnet Direct.

Paper, faxed, emailed, or hand-written bids will not be considered.

Plans, drawings, and specification are attached as Attachment C in the Documents section of Bidnet.

mailto:lisaha@caloptima.org mailto:maria.kim@caloptima.org https://www.bidnetdirect.com/california/caloptimahealth https://www.caloptima.org/

TABLE OF CONTENTS

SECTION 1 - INSTRUCTIONS TO BIDDERS

1.1 Questions, Comments, and Requests for Substitutions

1.2 Communication

1.3 Pre-bid meeting and site visits

1.4 Modification or Withdrawal of Bids

1.5 Prohibited Prior Work

1.6 Revisions to the Solicitation

1.7 No Commitment

1.8 Bonds

1.9 Subcontracts

1.10 Bid Pricing

1.11 Estimated Quantities

1.12 Submission and Opening of Bids

1.13 Public Records

1.14 Mistakes in Bids

1.15 Electronic Signature

1.16 Acceptance and Award

1.17 Determination of Responsibility

1.18 Required with Bid Submission

1.19 Draft Contract

1.20 Post Award Requirements

SECTION 2 - PROTESTS

2.1 Protest Eligibility

2.2 Protest Deadlines

2.3 Protest Contents

SECTION 3 - BIDDERS REPRESENTATIONS AND CERTIFICATIONS

SECTION 4 - SCOPE OF WORK

4.1 Overview

4.2 Project Description

4.3 General Project Requirements

4.4 Work Requirements

4.5 Contractor Responsibilities

SECTION 5 - CONTRACTOR WORK RULES & REGULATIONS

5.1 General

5.2 Events Requiring Notice to Property Management

5.3 Contractor Behavior on Property

5.4 Contractor Work Responsibilities

5.5 Contractor Storage of Materials

5.6 Deliveries

ATTACHMENT A - NON-COLLUSION STATEMENT PURSUANT TO PCC §7106

ATTACHMENT B – PRICE FORM

ATTACHMENT C PLANS

ATTACHMENT D- SAMPLE CONTRACTS

IFB # 27-019 4 8/20/2026

SECTION 1 - INSTRUCTIONS TO BIDDERS

1.1 Questions, Comments, and Requests for Substitutions

1.1.1 Submit questions, comments, and requests for revisions via CalOptima’s online solicitation portal by the Deadline for Questions and Comments. Responses will be posted on CalOptima’s online solicitation portal as they are completed. The portal will not accept questions or comments after the deadline.

1.1.2 Requests for revisions to specifications, or substitution of an alternate item “as equal” to one specified, must include a description of the specification to be modified, a description of the specification or item to be substituted, and a justification for the revision. Include samples of the proposed new products/goods as appropriate. Any testing of suggested alternate materials will be at Contractor’s expense. CalOptima will not pay for samples or for testing.

1.1.3 Bids that include exceptions or revisions to the contract or specifications, and conditional bids, may be considered non-responsive and rejected.

1.2 Communication

CalOptima solicitations, once published, are confidential and no bidder or person acting on behalf of a prospective bidder may communicate with or discuss the solicitation with any officer, agent, or employee of CalOptima other than the Designated Point of Contact.

Violation of this rule by a bidder or bidder’s representative may result in rejection of the bid and the bidder being found non-responsible, being barred from participating in this or future procurements, and becoming subject to other legal penalties.

1.3 Pre-bid meeting and site visits

1.3.1 Answers to questions raised prior to and at the pre-bid meeting will be posted on CalOptima’s online solicitation portal.

1.3.2 If the pre-bid meeting is mandatory, bidders who did not attend the pre-bid meeting will be disqualified from submitting bids.

1.4 Modification or Withdrawal of Bids

1.4.1 Prior to the Due Date and Time bids may be withdrawn or replaced at any time without penalty and may be resubmitted. Revisions and modifications to bids may be made by withdrawing the bid and submitting a new bid. To avoid confusion, notify the Designated Point of Contact of the replacement.

IFB # 27-019 5 8/20/2026

1.4.2 After the Due Date and Time, bids may not be modified unless clarification is requested by CalOptima.

1.5 Prohibited Prior Work

1.5.1 No person or entity may submit a bid in response to this solicitation if that person or entity has:

A. Been a single entity that drafted or directly assisted CalOptima in establishing specifications and requirements for this procurement, or

B. Had access and exposure to information pertinent to this procurement that is unavailable to other bidders.

1.5.2 Bidders that received assistance from any such person or entity will be disqualified.

1.5.3 The prohibition does not apply to general, non-specific advice or information offered to CalOptima that would not create a competitive advantage for a potential bidder, nor does it apply if multiple sources were consulted for suggestions and advice prior to release of the solicitation.

1.6 Revisions to the Solicitation

CalOptima may revise or reissue this solicitation, in whole or in part, for any reason.

Revisions will be posted as addenda on CalOptima’s online solicitation portal. No other revision of this solicitation will be valid. Bidders are responsible for ensuring that they have received all addenda prior to submitting bids, and for compliance with all changes, modifications, or requirements put out through addenda. CalOptima will not be responsible for a bidder’s failure to check CalOptima’s online solicitation portal prior to submitting a bid.

1.7 No Commitment

This solicitation does not commit CalOptima to make an award, nor will CalOptima pay any costs incurred preparing and submitting bids, or in making necessary studies for the preparation of bids. CalOptima may reject all bids and cancel this solicitation for any reason.

1.8 Bonds

1.8.1 For public work projects over $25,000, a bid bond in the amount of 10% of the bid price is required for construction contracts.

1.8.2 For public work contracts over $25,000, both a payment bond and a performance bond are required prior to commencement of work, each for 100% of the bid price.

IFB # 27-019 6 8/20/2026

1.8.3 Bidders may submit a bid bond electronically as the 10% bid security. If submitted electronically, the bid bond must be issued by an admitted surety insurer licensed to issue surety bonds in the State of California

1.8.4 Electronic bid bonds will only be accepted if executed and authenticated through a verified third-party electronic bonding platform integrated with the BidNet (e.g., Surety2000, ClearDocs, or an approved equivalent).

1.8.5 Bidders using electronic bid bonds must input their unique electronic bond verification code or identification number into the designated field within BidNet prior to the designated bid closing time.

1.8.6 A scanned paper copy (such as a standard PDF or TIFF file) of a traditional paper bond attached to an electronic submission does not constitute a valid electronic bid bond. The failure to provide a verifiable digital seal and authenticated tracking ID at the time of bid opening will render the bid non-responsive and subject to rejection.

1.9 Subcontracts

1.9.1 If subcontractors are to be used, the identity of each subcontractor and the specific work to be undertaken by each must be provided with bids, per CA Public Contract Code §§4100-4114. Bids without this information will be rejected as non-responsive.

1.9.2 No contractor or subcontractor may be listed on a bid or awarded a contract for a public works project unless registered with the Department of Industrial Relations, per California Labor Code §1725.5.

1.10 Bid Pricing

1.10.1 Use only the Price Form included with this solicitation. Complete it as instructed and ensure that it contains all required information in all tabs. Use of any other price form, an incomplete price form, a hand-written price form, or failure to submit prices as directed may result in the bid being found non-responsive.

1.10.2 List all subcontractors on the pricing sheet. Break out and indicate the dollar value of the work to be done by each subcontractor, and using the appropriate tab, provide the subcontractor’s contact and license information. If work is to be self-performed, state “self” on the pricing sheet. Do not leave blanks for any work included in the bid.

1.10.3 The bid prices will remain firm during the contract term unless otherwise agreed to by CalOptima.

IFB # 27-019 7 8/20/2026

1.10.4 The Total Bid Price must include the entirety of the scope of work represented in the bid documents, including all materials, equipment, supplies, general conditions, site security, means and methods, mark-ups, allowances, and sales taxes required to complete the scope of work.

1.10.5 Include a daily rate with the bid submission. This will be used for any changes in the number of days to complete the work.

1.10.6 Calendar days to complete the project will be based on the schedule provided by bidder and will be calculated from CalOptima's formal Notice to Proceed.

1.10.7 All workers employed on public works projects must be paid the prevailing wage published by the California Department of Industrial Relations.

1.10.8 Bids will be valid for at least sixty calendar days.

1.11 Estimated Quantities

If the solicitation results in an indefinite delivery / indefinite quantity, or requirements contract, the actual amount of goods or services requested by CalOptima may be less than the maximum value of the contract and there is no guarantee, either expressed or implied, as to the actual quantity of goods and services that will be authorized under the contract.

1.12 Submission and Opening of Bids

1.12.1 Prior to submitting a bid, check CalOptima’s online portal for addenda. Bidders are responsible for compliance with all addenda and revisions to the procurement documents.

1.12.2 Allow time for all documents to upload in CalOptima’s online solicitation portal . Failure to fully complete an upload prior to the due date and time may result in rejection of a bid.

1.12.3 Complete all documents electronically. Other than signatures, hand-written responses, whether or not submitted electronically, may be rejected.

1.12.4 CalOptima may waive any irregularities in a bid if the waiver does not substantially change the offer or provide a competitive advantage to a bidder.

1.12.5 No bids submitted by email, or any modifications to previously submitted bids made by email, will be considered.

1.12.6 Bids must be signed by a legally authorized representative of the entity submitting the bid.

1.12.7 Failure to comply with the requirements of this IFB or evidence of unfair bid practices will be cause for rejection of the bid.

IFB # 27-019 8 8/20/2026

1.13 Public Records

1.13.1 All bids and materials submitted with bids become the property of CalOptima.

1.13.2 CalOptima is subject to California Public Records Act (California Government Code, Section 6250 et. seq.). With selected exceptions, the contents of any submissions will be treated as open records and will be open to inspection by interested parties after a contract is executed or CalOptima rejects all bids.

1.13.3 If submitting confidential or proprietary information as part of a bid, clearly delineate any limits on the use or distribution of that material in writing.

Documents protected by law from public disclosure will not be disclosed if clearly marked with the word "Confidential" on each applicable page, with each confidential provision clearly identified. A mere list of confidential pages will not suffice to meet this requirement. Requests to treat the entire bid as confidential will be rejected and will result in no part of the bid being treated as confidential.

1.13.4 Trade secrets may be marked as confidential only to the extent they meet the requirements of the California Uniform Trade Secrets Act (CUTSA). Only information claimed to be a trade secret at the time of submittal to CalOptima and marked as confidential in a bid will be treated as a trade secret.

1.14 Mistakes in Bids

1.14.1 If there is an obvious disparity between the unit prices or lump sum of the lowest apparent responsible bidder and other bidders, CalOptima may contact the apparent low bidder to validate the bid. This does not relieve a bidder from the responsibility of submitting a correct bid and no change to the bid price will be allowed. If the bidder can provide convincing evidence to the Designated Point of Contact that the bid was a mistake, the bid for that item or items may be withdrawn without penalty.

1.14.2 Bidders have two business days after the unofficial bid tabulation is announced to notify the Designated Point of Contact, in writing, of any alleged mistakes in bids. The communication must include evidence that supports the existence of the mistake.

1.14.3 If the basis of award is “all or nothing”, and a mistake was made, then the entire bid may be forfeited. If the basis of award is “line by line”, the bidder’s other line-item prices may be considered. If the basis of award is “by groups” and the mistake is part of any group or line items within a group, the entire group will not be considered for award.

IFB # 27-019 9 8/20/2026

1.15 Electronic Signature

By submitting a bid or quote electronically, the bidder acknowledges that it has made a legal offer, is bound by all responsibilities of a legal offer, is subject to penalties for failing to be bound by a legal offer exactly as if the bid or quote had been physically signed and that the person whose signature is electronically affixed is authorized to sign and submit the bid or quote.

1.16 Acceptance and Award

1.16.1 Award, if made, will be to the responsive, responsible bidder offering the lowest price or prices.

1.16.2 After receipt and review of bids, an unofficial tabulation will be announced.

Posting of the tabulation does not constitute an award. CalOptima will issue a Purchase Order or contract to the successful bidder.

1.17 Determination of Responsibility

Prior to awarding a contract, CalOptima will make a determination of a bidder's responsibility based on information submitted with the bid, information submitted upon CalOptima request, information resulting from CalOptima’s inquiry of bidder's references and investigations into the bidder’s background, and CalOptima’s own knowledge of the bidder. CalOptima may consider matters such as the bidder’s integrity, compliance with public policy, record of past performance, and financial and technical resources.

CalOptima will not contract with any bidder that is debarred, suspended or otherwise ineligible for the award of a contract or grant by any Federal agency or from participating in Federal Healthcare Programs. Bidders determined to be non-responsible and who cannot be made to be responsible within timelines set by CalOptima for protests will not be considered further.

1.18 Required with Bid Submission

1.18.1 Price form. If a pricing form is provided with the solicitation, that is the form that must be used. Bids that do not include the official price form will be rejected. If self-performing work, indicate “self” in the appropriate line – do not leave the line blank.

1.18.2 For construction/renovation bids:

A. A bid bond for public works projects over $25,000

B. A letter from a surety confirming that it will provide a payment bond and a performance bond

C. Non-collusion affidavit, in compliance with CA PCC § 7106 (2023) https://law.justia.com/citations.html

IFB # 27-019 10 8/20/2026

D. A preliminary schedule, setting out key components of the work and proposed milestones. This will be used to assess the feasibility of the bid.

1.19 Draft Contract

Representative draft contract documents are attached. While substantially the same as the final contract documents that will be executed with the awarded contractor, they are provided for information only.

1.20 Post Award Requirements

The Following are required before work may commence.

1.20.1 Forms

Failure to provide these forms within 10 business days of being notified of contract award may result in forfeiture of the bid bond and award of the contract to another bidder.

A. Insurance certificates if not already provided, including, if applicable, Builder’s Risk insurance

B. W9 signed within the previous 6 months.

1.20.2 License

Evidence of a valid business license issued by the City where the work will be performed

1.20.3 Bonds

A. Payment Bond

B. Performance Bond

C. Other applicable bonds, if required

1.20.4 Disclosures

If applicable and requested by CalOptima prior to commencing work, the selected bidder must:

A. Disclose all pending litigation and tax liens;

B. Disclose all criminal charges where the company and/or officers, and/or owners of over 10% of the company are defendants regarding the charges;

C. Provide financial statements for the past three fiscal years;

D. Provide samples, drawings, illustrations, and related items.

IFB # 27-019 11 8/20/2026

1.20.5 Schedule

Within ten business days of being notified of contract award, or as otherwise agreed, provide a detailed project schedule, setting out the start and finish dates for all major tasks and trades, identifying long lead items, potential bottlenecks, and critical task dependencies.

SECTION 2 - PROTESTS

Protests that do not comply with the protest procedures outlined below will be rejected.

CalOptima will respond to the protest as soon as possible after receiving it.

2.1 Protest Eligibility

2.1.1 Protests or objections may be filed regarding the procurement process, solicitation or addendum content, or contract award.

2.1.2 CalOptima will review only protests submitted by actual or prospective bidders.

Protests by actual or prospective subcontractors will be rejected.

2.2 Protest Deadlines

File protests with any supplemental materials by 5 p.m. PT, as appropriate, on the deadlines set forth below. Failure to file by the relevant deadline constitutes a waiver of any protest on those grounds. Supplemental protest materials filed after the relevant deadline will not be considered unless CalOptima determines that there are extenuating circumstances.

2.2.1 If relating to the content of the solicitation or an addendum, file within five business days after the date CalOptima releases the solicitation or addendum with the revised content.

2.2.2 If relating to notice of non-responsiveness, file within three business days after CalOptima issues such notice.

2.2.3 If relating to the intent to award, file within five business days following CalOptima’s announcement of the selected bidder, which may be made by public notice, by direct notification of bidders, or by posting bids in rank order on BidNet, in which case the lowest apparent bidder will be considered the bidder to which award will be made.

2.2.4 The date of filing is the date CalOptima receives the protest, unless received after 5 p.m. PT or on a CalOptima non-business day, in which case the date of filing will be the next business day.

IFB # 27-019 12 8/20/2026

2.3 Protest Contents

2.3.1 Submit protests in writing to the Designated Point of Contact. Include all of the following:

A. Detailed grounds for the protest, supported with technical data, documentary evidence, names of witnesses, and other pertinent information related to the subject being protested; and

B. The law, rule, regulation, or policy upon which the protest is based, alleging a clear violation of a specific law, rule, regulation, or policy; and

C. If applicable, identification of any proprietary or confidential material, which must be indicated by stating on the front page of the protest document that proprietary material is included, and identifying the alleged proprietary information wherever it appears within the protest documents.

2.3.2 Protest documents will not be withheld from any interested party outside of CalOptima unless withholding the information is required by law or regulation.

Identifying either the entire contents or the majority of contents of a protest as proprietary or confidential will result in no part of the protest being treated as proprietary or confidential by CalOptima.

SECTION 3 - BIDDERS REPRESENTATIONS AND CERTIFICATIONS

Submission of a bid constitutes a firm offer by the bidder to provide the goods and services described in the solicitation and will be valid for 90 calendar days after the Bid Due Date and Time, or until a contract is executed by CalOptima and the bidder, whichever is earlier. By submitting a bid, the bidder certifies that it:

• Has examined and is familiar with all of the provisions of the solicitation and all plans, specifications, and incorporated references, including any addenda;

• Will perform in conformance with the requirements and conditions of the solicitation, providing all necessary labor, machinery, tools, and equipment to do all the work and furnish all the materials specified, in the manner and times prescribed and according to the requirements set forth in the final contract or any amendments to it;

• Has based bid prices only upon the required services, materials, and systems and prices are not subject to contingence, reservation, or exception;

• Has arrived at the bid prices independently, and has made no attempt to induce any other person or firm to submit or not to submit or to adjust a bid or proposal for the purpose of restricting competition;

• Has not employed or retained any person other than a full-time bona fide employee

IFB # 27-019 13 8/20/2026

working solely for the bidder to solicit or secure this contract.

• Has all required licenses and has verified that all proposed subcontractors, regardless of tier, have all licenses that may be required for their portions of the work;

• Possesses the tools and equipment necessary to safely perform the work;

• Is not debarred, suspended, or otherwise excluded from, or ineligible for participation in, federal, state, or CalOptima programs or activities.

SECTION 4 - SCOPE OF WORK

4.1 Overview

CalOptima Health (CalOptima), is seeking a California Class B licensed general contractor to permit and remodel approximately 310 square feet of the first floor in a ten-story commercial office building located at 505 City Parkway West, Orange, CA 92868. Contractor will furnish all site management, labor, equipment and material to complete renovations of the area, referred to as “Suite 100."

This is a public work project and is subject to prevailing wage and DIR requirements.

4.2 Project Description

4.2.1 The space plans prepared by Ware Malcomb dated July 2, 2026, are attached as “Attachment C” and include minor repairs to existing space to add one wall and modify HVAC, electrical and fire systems

4.2.2 All furniture will be supplied by other contractors. Contractor should not include the price of furniture in their bid.

4.3 General Project Requirements

4.3.1 Contractor will provide all labor, equipment and materials to complete the renovation upon CalOptima approving the final construction schedule and drawings.

4.3.2 Contractor will complete the permitting process.

4.3.3 One supervisor must be assigned during all hours contractor’s and subcontractor’s employees will be working on site.

4.3.4 One project manager must be assigned to oversee the project. The project manager may not be changed during the project without prior written approval from CalOptima.

IFB # 27-019 14 8/20/2026

4.3.5 General contractor must subcontract for all work that affects building systems such as HVAC, electrical, plumbing, fire protection, elevators and roofing.

Subcontractors must carry valid California licenses for their respective trades.

4.3.6 All risk of loss to the property of the Contractor and its subcontractors, including tools and materials located on the Property, will be the sole and exclusive responsibility of contractor and its subcontractors. CalOptima will have no responsibility for any losses.

4.4 Work Requirements

4.4.1 Most of the work will be performed during regular business hours from 6:00 a.m. to 6:00 p.m., Monday through Friday. All work, including material deliveries, must be conducted and scheduled so as not to interrupt the daily operations of CalOptima and its tenants. All work expected to be loud, vibrating and disruptive must be performed during non-business hours between 6:01 p.m. and 5:59 a.m. or on weekends, and must be scheduled and coordinated in advance with CalOptima.

4.4.2 Contractor will be responsible for the integrity of the building during construction operations including structural and systems. All structural modifications and concentrated loading of materials must be reviewed and approved by CalOptima prior to the commencement of any work. Any potential impact to utilities, fire-life safety or elevator operations must be reviewed in advance.

4.4.3 CalOptima has ‘tenant first’ designated parking. The Contractor will be provided with an adequate amount of designated parking space in CalOptima’s adjacent parking lot for the construction vehicles, exterior materials receiving, laydown and a waste receptacle.

4.4.4 Weekly in-person meetings will be conducted onsite.

4.5 Contractor Responsibilities

Contractor will be responsible for the following:

4.5.1 Ensuring that all work and materials called for in the specifications conform to the applicable codes and are installed in compliance within both the professional trades standards of care and the protective standards and requirements of the Occupational Safety and Health Administration (OSHA).

4.5.2 Complying with, and advising CalOptima of any disclosed laws, ordinances, rules, regulations, orders, state and local building codes or requirements. This includes all inspections required by the Authorities Having Jurisdiction (AHJ’s) over the Project. If Contractor performs any work knowing it is contrary to the requirements of any AHJ and without advising CalOptima or its representatives

IFB # 27-019 15 8/20/2026

of such requirements, the Contractor assumes full responsibility the work and all associated costs for remediation, removal or modifications required.

4.5.3 Implementing a legally-compliant safety program to implement all necessary safety requirements in connection with the performance of the contract.

4.5.4 Protecting the integrity of the building during construction operations including structural features and systems. All structural modifications and concentrated loading of materials must be reviewed and approved by CalOptima prior to the commencement of any work. Any potential impact on utilities, fire-life safety or elevator operations must be reviewed in advance.

4.5.5 Receiving, reviewing, and processing Change Order Requests (COR) from subcontractors, substantiating unit prices, quantities, time and material tickets for accuracy and contract compliance. All COR’s must be tracked for status and must provide adequate details of scope and cost, and must conform to the instructions for change orders in the construction contract.

4.5.6 Coordinating all testing procedures, including the services provided by others, as required by the Construction Documents, CalOptima Representatives, and local and state building codes, and maintaining accurate records of all tests, inspections, findings, and reports.

4.5.7 Clarifying the Scope of Work with all subcontractors and tradespeople.

Communicating CalOptima’s meaning or intent of the Construction Documents to the appropriate subcontractors and tradespeople.

4.5.8 Maintaining a record-keeping system to monitor and track the progress of the work. Records must include correspondence, contracts, purchase orders, meeting minutes, daily reports and logs, progress schedules, jobsite manpower reports, material delivery shipment tickets, shop drawings, etc.

4.5.9 Maintaining a detailed and accurate accounting system that will be necessary for the proper financial management of the Project. Records and receipts must allow for ready identification of all charges included in subcontracts, purchase orders, change orders, and invoices and CalOptima will have the right at any time to review and audit all the Contractor’s records related to this Project.

4.5.10 Providing all subcontracts and purchase order agreements for the Project to CalOptima representatives if requested.

SECTION 5 - CONTRACTOR WORK RULES & REGULATIONS

The following rules are to be followed by all contractors working on CalOptima property. No deviation from or exception from these Rules and Regulations will be permitted without written approval from CalOptima.

IFB # 27-019 16 8/20/2026

5.1 General

5.1.1 Normal Building hours are from 6:00 a.m. to 6:00 p.m. Monday through Friday.

All after-hours access must be coordinated with CalOptima.

5.1.2 In the event of a trade or union dispute, Contractor agrees to take all necessary actions to avoid disturbances on CalOptima property and disruption of CalOptima’s normal business operations.

5.1.3 All contractor and subcontractor personnel may park for free in an area designated by building management. Any vehicle illegally parked may be ticketed and towed at vehicle owner’s expense.

5.2 Events Requiring Notice to Property Management

5.2.1 Any contractor who anticipates working on the building’s life safety systems (e.g., sprinklers, smoke detectors, fire command speakers, fire alarms, etc.)

must notify CalOptima at least 48 hours in advance so that the building’s fire life safety system can be put in “Test” mode to prevent activating the fire alarms. All life safety systems will be returned to operational status at the end of each work period and verified by the property engineering staff. If this cannot be accomplished, then a fire watch must be posted, at contractor’s initiation and expense. If property’s life safety systems are found disabled in any manner, a fire watch will be posted by CalOptima at the expense of contractor. All fire watches will be by the property’s security staff at contractor’s expense. All life safety systems will only be removed from service and restored to service by either the property’s engineering staff or approved life safety contractor Contractor’s expense.

5.2.2 Forty-eight hours advance notice to CalOptima engineering staff is required for any of the following:

A. Cutting into main ducts, water lines, or existing power lines; temporary disconnection of any meter or fire sprinkler; or movement of any air handling equipment, thermostat, etc.

B. Use of toxic materials or offensive odor producing materials. Include methods of ventilation and how adjacent areas will be protected. Use of toxic materials may need to be scheduled after hours.

C. Any core drilling. Note: all slabs must be x-rayed prior to core drilling at contractor’s expense. Also, if this work is above or below existing tenants, work must be scheduled through CalOptima. All core drilling must be evaluated and approved by the Contractor’s structural engineer with submittal to the property’s chief engineer for approval. All x-ray work must be performed during off-hours. All areas affected by x-ray must be evacuated during x-ray process.

IFB # 27-019 17 8/20/2026

D. Any welding or dust-related work requiring the covering of smoke detectors. No contractor or subcontractor may remove or disconnect any smoke detector/life safety equipment. All covered smoke detectors must be uncovered at the end of the workday. Any detectors found covered after work hours will be restored (uncovered) by the property engineering staff at contractor’s expense. All cutting and welding operations require at least one fire control person armed with a fire extinguisher or a water sprayer. An additional fire control person is required for any blind areas, such as the opposite side of a wall of a floor below for slab penetrations.

5.2.3 Contractor must provide prior written notice to CalOptima when access to an occupied space is required.

5.3 Contractor Behavior on Property

5.3.1 While in CalOptima-occupied offices, contractor workers must be visually identified either by employee badge or uniforms with company logo.

5.3.2 The following are prohibited while in occupied CalOptima property:

A. Abusive, loud, or disruptive language.

B. Alcohol or drugs.

C. Smoking or drinking in any public areas, construction areas, elevators, restrooms or any other areas of the building. Smoking is allowed only in the designated smoking area located in the parking lot south of the project site.

D. Loitering in any of the elevators or building lobbies.

E. Use of radios in areas which are accessible to the public or from which the public or tenants of the building may hear them being played.

5.3.3 Contractor is to always maintain a clean work area, including removal of all food containers and other trash from the construction area daily.

5.3.4 Contractor may not jeopardize any life safety system and will not prop open stairwell doors.

5.3.5 Construction personnel may not use floor sinks, restroom sinks or toilets for cleanup or disposal of any material.

5.3.6 Access to space adjacent to the construction zone is not allowed unless specifically agreed to by CalOptima. All construction crews must stay in their respective workspaces. Janitors’ closets will always remain locked.

5.3.7 Contractor personnel may use only those restrooms designated by CalOptima and after each use will leave them clean.

IFB # 27-019 18 8/20/2026

5.4 Contractor Work Responsibilities

5.4.1 All costs, including additional security, fire watches, fire system shut down, permits, drawing review, and fees and licenses necessary for the execution of work will be the sole and exclusive obligation of Contractor, or its subcontractors.

5.4.2 Contractor must maintain supervisory personnel on site and provide direct supervision of all work being performed including the delivery of materials.

Supervisory personnel must be fully empowered to respond to and authorize subcontractors to perform such work as is necessary to enable the work to proceed.

5.4.3 Contractor will be responsible for its actions on site as well as any actions of its subcontractors. Care must be taken to protect ceilings, walls, doors, floors and carpets of public areas when moving materials, trash, etc. This may be accomplished by contractor installing Masonite on the floor and plastic on doors, walls, and ceiling, or similarly suitable protection as applicable and appropriate and approved by CalOptima.

5.4.4 Contractor is to provide trash removal from their worksites and from project;

location of trash dumpster will be determined by CalOptima. Final clean-up of all work areas upon completion of the work is the responsibility of contractor.

5.4.5 Contractor is responsible for obtaining final inspections by all applicable governmental entities and is solely responsible for all costs associated with them.

5.5 Contractor Storage of Materials

5.5.1 No storage of flammable substances will be allowed on the property unless approved in advance by CalOptima and in accordance with approved local building codes and regulations. No containers or drums of liquids or of corrosive or toxic materials may be left open at any time.

5.5.2 Contractor’s material and tool storage is limited to the immediate work area.

Material and tool storage in phone, mechanical, or electrical rooms is not permitted.

5.6 Deliveries

5.6.1 Contractor may only use elevators or stairs designated by CalOptima to access the construction floor.

5.6.2 Contractor must have a representative on site to receive material deliveries as they will not be accepted by building staff on behalf of the Contractor.

IFB # 27-019 19 8/20/2026

Materials may not be dropped off or left in the loading dock area and must immediately be moved to the job site upon delivery.

5.6.3 Bulk materials may not be moved through the building’s lobby or on any of the passenger elevators without prior CalOptima approval. Contractor is responsible for providing elevator pads, Masonite shields, or other protective materials when transporting equipment and materials within CalOptima property.

IFB # 27-019 20 8/20/2026

ATTACHMENT A -

NON-COLLUSION STATEMENT PURSUANT TO PCC §7106

The undersigned declares:

I am the ___________________ ___ __ of ________________ _______, the party making the foregoing bid.

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

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

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on __ __________ ___ __ [date], at

_ _________________ __ [city], __ _ [state].

IFB # 27-019 21 8/20/2026

ATTACHMENT B – PRICE FORM

INSTRUCTIONS FOR COMPLETING PRICING FORM

• MasterFormat Groups are blue cells and MasterFormat Subgroups are yellow cells.

• Fill in the yellow cells only. Insert additional rows for additional subgroups below the first line to ensure that totals are captured accurately.

• Blue cells will auto-populate — do not modify.

• Do not add adjust text or formulas in Blue MasterFormat Divsion Lines

• Subgroups (yellow) must be filled in and completed for any portion of the work to be undertaken by a subcontractor.

• If performing work yourself, indicate "self" in the appropriate cell. Do not leave blank cells if there is a dollar value associated.

• Complete the tab entitled "subcontractor list" for all subcontractors.

• For all work requiring a separate permit, provide the CSI code or codes and the dollar amount.

• If using the "OTHER MISC COSTS" cells, indicate the CSI division and include a description.

IFB # 27-019 22 8/20/2026

ATTACHMENT C

PLANS

Reference the Document section of Bidnet.

IFB # 27-019 23 8/20/2026

ATTACHMENT D- SAMPLE CONTRACTS

Reference the Document section of Bidnet.

File details come from the government source that posted it. Updated .