Request_For_Proposal_-LDOTP.pdf

State Council on Developmental Disabilities

RFP LDOTP

Leadership Development and Organizational Transformation Program (LDOTP)

Request for Proposal Application and Instructions

Federal Fiscal Year 2024-2025

Deadline [January 15, 2025]

No faxes or emails will be accepted

The application packet is available at:

www.scdd.ca.gov

If you would like to have a hard copy mailed to you, please call:

Contract Analyst: Kristie Allensworth at grantscontracts@scdd.ca.gov or (916) 263-8192 mailto:grantscontracts@scdd.ca.gov

Notice to Prospective Proposers

December 6, 2024

RFP Number: LDOTP Project Name: Leadership Development and Organizational Transformation Program (LDOTP) Service Type: Leadership Development and Organizational Transformation Training Date Released: [December 18, 2024] Proposals Due: [January 15, 2025] by 5:00 PM PT

The California State Council on Developmental Disabilities (SCDD) invites qualified organizations to submit proposals for the Leadership Development and Organizational Transformation Program (LDOTP). The purpose of this project is to provide leadership development training to enhance staff leadership skills, support organizational transformation, and build capacity for leading change.

In submitting a proposal, Proposers agree that they have read, understood, and will comply with the instructions found herein. Failure to comply with any of the requirements may result in the rejection of a proposal. By submitting a response, Proposers agree to the terms and conditions stated in this solicitation and any resulting agreement.

All agreements entered into with the State of California will include, by reference, the state’s General Terms and Conditions (GTC 04/2017) and Contractor Certification Clauses (CCC 04/2017) that may be viewed and downloaded at: https://www.dgs.ca.gov/OLS/Resources/Page-

Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language

This solicitation is published online on the eProcurement System webpage (formerly the California State Contracts Register) at https://caleprocure.ca.gov/pages/index.aspxhttps://caleprocure.ca.gov/pages/index.aspx. To ensure receipt of any addenda that may be issued, and answers to any questions posed, Proposers must register online at https://caleprocure.ca.gov/pages/. If a Proposer does not have Internet access, a hard copy can be obtained by contacting the person listed below.

In accordance with the California Government Code and Americans with Disabilities Act (ADA) requirements, this RFP can be made available in a text-only format on a compact disc as a disability-related reasonable accommodation. Please contact the contract analyst listed below for an accessible version of the RFP.

In the opinion of the SCDD, this RFP is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, please contact: Kristie Allensworth at grantscontracts@scdd.ca.gov.

http://www.dgs.ca.gov/OLS/Resources/Page-

The total contract amount will not exceed $175,000, and the contract term is 1 year. The due date for RFP LDOTP submission is January 15, 2025, no later than 5:00 PM PST. Responses to RFP LDOTP must be received by 5:00 PM at the following address:

Submit proposals to:

3831 N. Freeway Boulevard, Suite 125 Sacramento, CA 95834 Attention: Kristie Allensworth

Late or incomplete proposals will not be considered.

RFP HQLDOPT

Contents

NOTICE TO PROSPECTIVE PROPOSERS

I. PURPOSE

II. BACKGROUND

III. OVERVIEW

IV. TERM OF AGREEMENT

V. PROPOSER ELIGIIBILITY CRITERIA……………………………………………………………………..6

VI. REQUIREMENTS……………………………………………………………………………………

VII. KEY ACTION DATES………………………………………………………………………………….……..7

VIII. QUESTIONS………………………………………………………………………………………………………..8

IX. ADDENDA………………………………………………………………………………………………..9

X. THE SCDD STATE PLAN………………………………………………………………………………..9

XI. REQUIRED FORMAT OF PROPOSALS………………………………………………………...………9

XII. REQUIRED CONTENT OF TECHNICAL PROPOSALS…………………………………………………..…10

XIII. REQUIRED ATTACHMENTS AND CONDITIONAL DOCUMENTS……………………………………………….13

XIV. COST PROPOSAL

XV. TAX DELINQUENCY DISCLAIMER

XVI. PREFERENCE/INCENTIVE PROGRAMS

XVII. DARFUR CONTRACTING ACT CERTIFICATION

XVIII. LOSS LEADER LANGUAGE

EXHIBIT A–SCOPE OF WORK

EXHIBIT B–BUDGET DETAIL AND PAYMENT PROVISIONS

EXHIBIT C–GENERAL TERMS AND CONDITIONS

EXHIBIT D–SPECIAL TERMS AND CONDITIONS

EXHIBIT E–ADDITIONAL TERMS AND CONDITIONS

EXHIBIT G–HIPAA AGREEMENT

I. PURPOSE

The California State Council on Developmental Disabilities (SCDD) is seeking a qualified organization to design and implement a Leadership Development and Organizational Transformation Program aimed at:

• Strengthening personal leadership skills.

• Aligning individual contributions with the organization’s goals.

• Empowering SCDD leaders to drive impactful change.

This initiative focuses on cultivating leadership that fosters inclusivity, advances systems change and supports a sustainable organizational culture.

Contracts awarded through this Request for Proposal (RFP) will be administered through the Council’s headquarters office. During the RFP process, the Council is to: (1) ensure that all proposals are fairly and consistently reviewed and evaluated; (2) monitor compliance with state and federal laws and policies; and (3) recommend awarding Contracts to the highest ranked proposal(s), based on available funding and the criteria outlined in this RFP.

II. BACKGROUND

The State Council on Developmental Disabilities (Council) is established by federal law (Developmental Disabilities and Bill of Rights Act) and state law (Lanterman Act [Welfare and Institutions Code, §4520 et. seq.)]. The Council advocates, promotes and implements policies and practices designed to achieve self-determination, independence, productivity, and inclusion in all aspects of community life for Californians with intellectual and/or developmental disabilities (I/DD) and their families. The Council is funded by the U.S.

Department of Health and Human Services (DHHS), Administration for Community Living (ACL), Office on Intellectual and Developmental Disabilities (OIDD). Federal law requires the Council to identify methods to improve and increase services for individuals with I/DD and their families and to submit these to the ACL in the form of a 5-year State Plan. The Council’s primary work is achieving the State Plan goals, objectives, and strategies.

One of the many ways the Council supports its mission is by empowering staff to take on leadership roles in collaborating with community-based organizations to research, develop, and implement innovative programs as well as promising or best practices across the state and within local communities.

III. OVERVIEW

The California State Council on Developmental Disabilities (SCDD) is offering a $175,000 contract to a consultant to coordinate and implement essential activities aimed at developing and advancing the Leadership Development and Organizational Transformation Program

(LDOTP)

IV. TERM OF AGREEMENT

The term of the agreement is one year. The contract start date will commence upon the date the contract is executed and end 12 months after the start date.

The rates in Appendix 1, Attachment 3, the Proposer’s Cost Proposal Worksheet, will not increase because of any amendment to this agreement. This agreement may be terminated by SCDD with 30 days’ written notice to the Contractor.

Contractors are cautioned that no work shall begin until the Agreement has been fully executed. If work is performed prior to the Agreement approval, and the Agreement for any reason is not approved, all previous work performed by the Contractor is considered voluntary and no payment shall be made for that work.

V. PROPOSER ELIGIBILITY CRITERIA

1. Public or private corporations, agencies, organizations, associations, or individuals may submit a sealed bid response to this RFP. The Proposer must be legally constituted and qualified to do business within the State of California (registered with the California Secretary of State), if applicable. Proposers must be a legally cognizable public agency, sole proprietorship, partnership, or corporation (fully incorporated by the deadline for submitting bids). Failure to meet the foregoing requirement will result in disqualification.

2. Proposers, including the Proposer’s representatives such as executives, officers, board members, and agents, must be responsible and have the capability to carry out the terms in this RFP. Proposers or Proposers’ representatives who have had an agreement terminated for cause with SCDD in the past 18 months may be disqualified.

This restriction extends to all entities for which the Proposers’ representatives have been responsible for in whole or in part (e.g., making decisions, managing operations).

3. Executive Order N-6-22- Russia Sanctions

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

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

VI. Requirements

1. Proposals must meet the intent of the identified project and align with the Leadership Development and Organizational Transformation Program (LDOTP) scope of work and deliverables.

2. Proposals must include measurable and identifiable outcomes related to staff leadership development, organizational transformation, and the objectives outlined in this RFP.

3. Any proposals received after January 15, 2025, regardless of whether they are sent via email, electronic platform, or physical mail, will be returned to the Proposer, and will not proceed through the evaluation process.

4. All decisions regarding the funding of proposals are the responsibility and sole discretion of

SCDD. Therefore, submission of all required documentation must be submitted and completed in the manner outlined in this RFP.

5. The final decision to award a Contract or Contracts rests with the State Council on Developmental Disabilities and is contingent upon final funding approval by the Council.

6. SCDD reserves the right to reject all proposals. The agency is not required to award a

Contract.

7. Any language purporting to render all or any portion of the proposals confidential shall be regarded as invalid, and the proposal containing such language will be rejected. Upon request and after the proposal scoring process documents will be made available for public inspection in accordance with Public Contract Code and Public Records Act rules.

8. SCDD staff will not provide written or oral debriefings to unsuccessful Proposers.

9. All Contractors must comply with §124(c)(5) of the federal Developmental Disabilities

Assistance and Bill of Rights Act of 2000 (42 USC 15024; PL 106-402).

10. Any change in key personnel (listed in a proposal by a Contractor) will require prior approval from SCDD.

VII. KEY ACTION DATES

All Proposers are hereby advised of the following schedule and shall adhere to the required dates and times.

ACTION Date

Request for Proposal Released December 18, 2024

Questions Due December 30, 2024, by 1:00 PM PT

SCDD Response Posted January 7, 2025, by 5:00 PM PT

Proposals Due January 15, 2025, by 5:00 PM PT

Proposal Review* January 16-17,2025 (Tentative)

Intent to Award January 20, 2025

Five-day posting period of Intent to

Award

January 20-24, 2025

(Tentative)

Agreement Start Date February 10, 2025 (or after DGS approval)

*The Proposal Review time frame may be lengthened if TACPA Preference is requested.

It is the responsibility of the Proposer to ensure that their proposal is in the possession of the SCDD Contracts Unit by January 15, 2025, at 5:00 PM PT. All dates after proposal submission are approximate and may be adjusted as conditions arise, without addendum to this RFP.

* RFP is available to prospective Proposers via the eProcurement System webpage (formerly the California State Contracts Register) at https://caleprocure.ca.gov/pages/index.aspx. Proposers must register with Cal eProcure to receive addenda that may be issued, for submittal of questions, and to receive answers.

VIII. QUESTION

A. Proposers requiring clarification of the intent or content relating to RFP LDOTP SCDD or procedural matters regarding the competitive proposal process, may request clarification by submitting questions via email to the Contract Analyst Kristie Allensworth at grantscontracts@scdd.ca.gov. To ensure a response, questions must be received in writing by the scheduled date(s) given in Key Action Dates. Inquiries received after the question submittal deadline will only be addressed at SCDD’s discretion. ALL QUESTIONS MUST BE SUBMITTED IN WRITING.

B. On January 7, 2025, all questions and their responses will be transmitted to Proposers by way of an addendum. The source of each question will not be indicated.

Proposers should notify by email the Contract Analyst immediately if they need clarification about the services being sought or have questions about the RFP. Note: it is the responsibility of the Proposer to check Cal eProcure for questions and/or changes within the RFP as all questions, answers, and addenda will be posted.

SCDD will not be held responsible for inaccurate proposals due to proposer’s oversight in reviewing any and all information via Cal eProcure.

C. The subject line of the email will read, RFP LDOTP Questions – Company Name.

D. SCDD may paraphrase questions at its sole discretion for clarity.

E. SCDD will answer questions at its sole discretion.

IX. ADDENDA

The SCDD may modify RFP LDOTP prior to the Intent to Award date, by the issuance of an addendum. Any modifications to the RFP will be provided in writing, via a formal addendum, and posted on the Cal eProcure website. All Proposers registered in Cal eProcure will have access to view and download the addendum. Addenda will be numbered consecutively.

X. THE SCDD STATE PLAN (STATE PLAN)

The State Plan defines critical, current, and emerging issues facing Californians with I/DD and their families. Our staff use this plan as a vital guide in fulfilling the Council’s mission to collaborate with community-based organizations in researching, developing, and implementing innovative programs and best practices. Developed with extensive input from stakeholders across California, the State Plan ensures that the Council's efforts align with community needs and priorities. It also provides a framework for strategic resource investments reported to the federal Office on Intellectual and Developmental Disabilities (OIDD). For more details, the 2022-2026 State Plan is available on the SCDD website:

https://scdd.ca.gov/stateplan/ .

XI. REQUIRED FORMAT OF PROPOSALS

A. To compare and evaluate proposals objectively, all proposals must be submitted in accordance with the format below. Failure to comply with the format set forth herein may result in rejection of the RFP response. In your proposal, please respond to each task by repeating the task prompt at the top of the section and referring to the task numbers used in this RFP. Proposals are to be submitted in 8 1/2” x 11” size, typed in a font size no less than 12 and submitted in paper form, single-sided, bound with a simple method of fastening.

https://scdd.ca.gov/stateplan/

B. If discrepancies between sections or other errors are found in the “MASTER PROPOSAL,” the State may reject the proposal. However, if not so rejected, the

“MASTER PROPOSAL” will provide the basis for resolving such discrepancies. No erasures shall be permitted. Errors may be crossed out and corrections printed in ink or typewritten adjacent and must be initialed in ink by the person signing the proposal.

C. Costs for developing proposals and in anticipation of award of the Agreement are entirely the responsibility of the Proposer and shall not be charged to the State of California.

D. Proposals submitted must meet the described project goal and/or objectives identified in this RFP.

E. Assurance that the proposer is financially capable of supporting the project until invoices are submitted, and reimbursement is received.

XII. REQUIRED CONTENT OF TECHNICAL PROPOSAL

Each proposer must submit a Technical Proposal that contains all the required items listed below in the order they appear.

A. Cover Letter must be on the Proposer’s letterhead. The cover letter must include a statement agreeing to the requirements of the RFP. If the Proposer is a Certified Small Business (SB) and/or Disabled Veteran Business Enterprise (DVBE), as described on Internet web site https://www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-Accordion-

List/OSDS/OSDS?search=osds, it shall be indicated on the proposal cover letter. Submit a copy of a current Office of Small Business and DVBE Services (OSDS) certification approval letter. The Proposer should not include any limiting statements in the cover letter that would preclude the Proposal from being held as an irrevocable offer until the anticipated agreement start date of February 10, 2025 (tentative).

The cover letter must be signed by the prospective Proposer. It may be signed by an authorized agent of the Proposer only if the agent is properly authorized by a power of attorney or equivalent document. Such authorization must be submitted with the Proposal. The name of the individual signing the proposal must be typed immediately below the signature.

B. Table of Contents that includes a listing of any attachments, samples, and appendices.

The table of contents must display appropriate page numbers for each item listed.

C. Scope of Project

The proposal must include a project narrative that includes the sections and contents as described below. Do not exceed ten (10) pages.

http://www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-Accordion-

Failure to comply with this (or any other requirement) will result in application disqualification. Be sure to address all the components below and those identified in the “Criteria for Proposal Evaluation” section of this RFP.

Abstract

Provide a one-paragraph abstract that clearly states the project goal, major Provide a one-paragraph abstract that clearly states the project goal, major activities/deliverables, and intended impact on SCDD staff and their roles in organizational transformation Orientation Meeting

Qualifications

Describe your organization's qualifications to implement the proposed staff training program, including relevant experience in leadership development and organizational transformation.

Collaboration

Identify any organizations that will be collaborating on the project and provide a brief description of all respective roles. Collaborators shall submit letters of support with original signature(s).

Methodology

1. Provide a detailed narrative about the project proposal, including information on the methodology to be used and an overview of project activities, and proposed evaluation methodology.

2. Describe how (if applicable) the project will:

o Develop leadership skills and promote inclusivity among staff.

o Facilitate cross-regional collaboration and improve organizational communication.

o Address staff well-being and resilience during organizational change.

3. Explain how the program aligns with the Council's mission to promote systems change and organizational transformation.

4. Describe the program's expected outcomes for staff growth and organizational capacity.

5. Provide a brief description of project activities/deliverables for each identified staff member and/or any subcontractors designated for the project.

Outcome Measures & Evaluation

1. Describe the expected outputs/outcomes for staff, including enhanced leadership skills, improved collaboration, and better alignment with organizational goals.

2. Describe how you will evaluate the proposed project outcomes.

o Specify the products to be developed and provided to the Council (if applicable).

o Describe how activities will continue after the Contract is completed.

3. Provide a specific timeline and work plan for contract work to be performed, including benchmarks and estimated completion dates for benchmarks and final product(s).

Required Attachments:

1. Proposal Checklist o Proposers must complete the attached Proposal Checklist to ensure that all required items are included.

2. Organizational Chart o Provide an organizational chart for the proposed project only, including sub-contractors where applicable.

o The organization chart must include a list of the names and position titles of the personnel and sub-contractors listed on the Budget Worksheet. The organizational chart does not need to include the entire agency or institution.

3. Personnel Information o For each staff person employed by the project, including those identified on the

Budget Detail Worksheet, provide Curricula Vitae/resume, Duty Statement, and any applicable and current licenses, certifications and credentials. If staff has not been hired, provide position descriptions. No substitutions will be allowed for any of the documents listed above.

4. Previous Contracts/Awards o List all Contracts/awards received from any entity during the last two years that benefit individuals with I/DD and their families. Include the name of the project, the funding source, contact person, telephone number, and the amount of the Contract/award.

5. Three (3) Letters of Support o is required. Proposers should obtain letters of support from any collaborators that will be working on the project.

o Each letter must include the company/individual’s name, address, and contact person, with the telephone number and email address. At least one letter of support must be from an entity with recognized expertise in the area identified in the proposal. The letters should address (1) familiarity with the Proposer and (2) support for the project that is being proposed. Letters of support received from entities and/or individuals that will financially benefit from the funding of this project will not be counted toward the required three letters of support.

o Council members, including state department appointees and employees of the

Council or its regional offices, are ineligible to write letters of support.

6. Memorandum of Understanding or Letter of Commitment (if any) o Should the success of a proposed project involve a formal agreement such as a Memorandum of Understanding (MOU) or a Letter of Commitment, a copy of such agreement must be submitted along with the proposal, signed by all parties having signatory authority.

7. Documentation of Proposer’s Governing Board Approval (if required)

XIII. REQUIRED ATTACHMENTS AND CONDITIONAL DOCUMENTS

Proposers must include each item listed in the Appendix – 1 REQUIRED ATTACHMENTS proposals shall include the following required attachments:

A. Attachment 1– Required Attachment Checklist B. Attachment 2 – Proposal/Proposer Certification Sheet

C. Attachment 3 – Cost Proposal Worksheet (Submitted in Excel) D. Attachment 4 – Proposer References E. Attachment 5 – Payee Data Record (STD 204) and Payee Record Supplement (STD

205) (STD 205 required only if applicable).

F. Attachment 6 – Contractor Certification Clauses (CCC 04/2017) G. Attachment 7 – Bidder Declaration (GSPD-05-105) H. Attachment 8 – Insurance Acknowledgement I. Attachment 9 – Statement of Assurances for Protection of Protected Health (HIPAA)

Acknowledgement J. Attachment 10 – Proposal Incentives and Preferences Certification K. Attachment 11 – Proposer Point of Contact L. Attachment 12 – GenAI Reporting and Factsheet (STD 1000)

The following documents must be included in the submission, if applicable:

A. Attachment 13 – Copy of California Certified Small Business (SB)/Microbusiness (MB)

Certification

B. Attachment 14 – Target Area Contract Preference Act (TACPA) (STD 830) C. Attachment 15 – Bidder’s Summary of Contracting Activities and Labor Hours (DGS PD

526) D. Attachment 16 – California Disabled Veteran Business Enterprises (DVBE) E. Attachment 17 – Darfur Contracting Act Certification (DGS PD1) F. Attachment 18 – Iran Contracting Act G. Attachment 19 – California Civil Rights Law Certification H. Attachment 20 – California Secretary of State Certification of Status

All attachments and documents that are not linked in this section, can be found in

Appendix 1.

XIV. COST PROPOSAL

Use the sample Cost Proposal Worksheet, Appendix 1, Attachment 3, as a guide in preparing your cost proposal and submit in Microsoft Excel. See Appendix 1, Attachment 3, Cost Proposal.

1. PROPOSAL SUBMITTAL

A. All proposals must be received in the SCDD Contracts Unit by 5:00 PM PT, January 15, 2025. Proposals not received by the date and time specified will be rejected.

B. Incomplete or late proposals will not be considered. SCDD reserves the right to refuse all proposals.

C. All proposals must be sealed in an envelope, clearly labeled “RFP LDOTP Attention:

Contract Analyst – DO NOT OPEN.” and your firm’s name and address. Proposers must include one original hard copy of the Proposal. Mail or deliver proposals under sealed cover to:

The State Council on Developmental Disabilities

Attention: Kristie Allensworth 3831 N. Freeway Boulevard, Suite 125

Sacramento, CA 95834

Neither the postmark on the proposal envelope nor receipt in the SCDD mail room constitutes timely delivery. Any proposal received in the Contracts Unit after the date and time specified in Article VII., Key Action Dates will not be considered. It is the State’s policy to make every effort to ensure that all proposals have been received and properly timestamped; however, Proposers are ultimately responsible for ensuring timely receipt of their proposal. Proposers may verify receipt of their proposal by contacting the person identified in the cover letter of this RFP. Receipt confirmations only confirm receipt of emails and do not assess proposers’ responsiveness to the RFP requirements in the email content or in any attachments therein.

D. A proposal may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. SCDD may reject any or all proposals and may waive an immaterial deviation in a proposal. The State’s waiving of an immaterial deviation shall in no way modify the RFP document or excuse the Proposer from full compliance with all requirements if awarded the Agreement.

E. The Proposer may modify a proposal after its submission by withdrawing the original proposal and resubmitting a new proposal prior to the proposal submission deadline.

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

F. The Proposer may withdraw a proposal by submitting a written withdrawal request to SCDD, signed by the Proposer. The Proposer may thereafter submit a new proposal prior to the proposal submission deadline. Proposals may not be withdrawn without cause subsequent to proposal submission deadline.

G. SCDD may modify the RFP prior to the date fixed for submission of proposals by the issuance of an addendum on the Cal eProcure website.

H. SCDD reserves the right to reject all proposals.

I. Costs for developing proposals and in anticipation of award of the agreement is entirely the responsibility of the Proposer and shall not be charged to the State of California.

J. Proposers are cautioned to not rely on SCDD during the evaluation to discover and report to the Proposer any defects and errors in the submitted documents. Before submitting their documents, Proposers should carefully proof them for errors and adherence to the RFP requirements. More than one (1) proposal from an individual, firm, partnership, corporation, or association under the same or different names, will not be considered. Reasonable grounds for believing that any Proposer has submitted more than one proposal for the work contemplated herein will cause the rejection of all proposals submitted by that Proposer. If there is reason for believing that collusion exists among the Proposers, none of the participants involved will be considered in this or future procurements.

2. EVALUATION PROCESS

Upon opening, each proposal will be checked for the presence or absence of required information in conformance with the submission requirements of this RFP.

SCDD will put each proposal through a process of evaluation to determine its responsiveness to SCDD needs. Proposals that contain false or misleading statements, which do not support an attribute or condition claimed by the Proposer, may be rejected.

If, in the opinion of SCDD, such information was intended to mislead SCDD in its evaluation of the proposal, and the attribute, condition, or capability is a requirement of this RFP, it will be the basis for rejection of the proposal. Those proposals meeting the RFP requirements will undergo a two-phase evaluation process. A committee made up of SCDD-selected representatives (herein after referred to as the Evaluation Committee) will evaluate the proposals and, through consensus, will arrive at a single score for each of the evaluation criteria.

First Phase Evaluation – Intake and Compliance Review (Pass/Fail)

A pass/fail evaluation will be completed for each proposal by SCDD staff. To pass this Phase I review, each Proposer must include the required items listed in Articles X.

Required Format of Proposals. Required Content of Technical Proposal, and X. Required Attachments and Documents. Any material deviation from the RFP required attachments or documents may result in a fail score and the proposal will not be evaluated for Phase II.

Proposers who pass Phase I by meeting this standard shall qualify to move on to Phase II.

Second Phase Evaluation – Proposal Evaluation (Total Possible Score 100 Points)

All proposals passing Phase I will be submitted to the Phase II Evaluation Committee. The Phase II Evaluation Committee of not more than five (5) members will be comprised of representatives from SCDD. The Evaluation Committee will conduct the evaluation of the proposals and the accompanying literature. The Evaluation Committee will evaluate each proposals using the evaluation criteria in Appendix 2. Proposals must score a minimum of 100 points.

Final Selection and Award Process

An agreement will be awarded to the Proposer who accumulates the highest final score.

The SCDD reserves the right to reject all proposals and to waive informalities and minor irregularities in proposals received. In the event of a precise tie of the final score of a certified SB or microbusiness and the final score of a certified DVBE, the Agreement must be awarded to the DVBE. [Government Code § 14838 (f)]

3. TERMS

The term of this agreement will be from February 10, 2025 through February 9, 2026. The State Council on Developmental Disabilities reserves the right to extend the contract term for one-year. The State Council on Developmental Disabilities shall endeavor to give notice of its intention to extend the contract term at least sixty (60) days before expiration of the contract term.

4. REPORTING REQUIREMENTS

The Contractor shall agree to the following reporting requirements:

• Submission of bi-monthly progress reports in a format and manner prescribed by SCDD. These reports shall include, but not be limited to: whether the project is on schedule, addressing issues related to project operations and supervision, and identifying opportunities for airing difficulties or specific problems, so that remedies can be developed quickly. SCDD reserves the right to withhold payment on invoices submitted until an acceptable and timely report is received.

• Invoices submitted for payment must be accompanied by the bi-monthly and final report. Supporting documents for all expenses claimed must be enclosed with each billing including, but not limited to: receipts for any purchase made, travel claims, and payroll reports;

• Submission of a written, final report in a format and manner prescribed by SCDD, within 30 days after contract completion or termination. This final report shall include, but not be limited to, an electronic copy and a camera-ready or master copy of any materials developed in the performance of this contract. The final report shall be comprehensive and include problems and solutions encountered during the contract term and submission of other reports as may be required by SCDD.

5. Project Change

Contractor shall immediately notify SCDD when any part of the contract becomes inoperative or requires change(s). Contractor may submit a written request to SCDD for any change(s) in the project but shall not implement any changes prior to written SCDD approval, in accordance with this contract, state laws, federal laws, policies, and procedures, including the approval of the Department of General Services, if required.

Such a request shall include, but not be limited to, a complete justification and description of how the change(s) will affect the program as outlined in the contract and the intended outcomes. SCDD reserves the right to deny any such request for change(s). Under no circumstances can the budget changes exceed the total amount of the contract authorized by SCDD.

6. Project Evaluation Evaluation of the project shall be in accordance with procedures established by SCDD.

7. Patents and Copyrights A Proposer awarded a Contract (hereinafter “Contractor”) agrees that any and all products or any other object or deliverable produced under this contract are the property of SCDD.

Reproduction of these products, objects, or deliverables cannot be made without the express written approval of SCDD. Credit for these deliverables will be acknowledged as follows:

"This product was made possible by funding from the California State Council on Developmental Disabilities awarded to (insert provider's name) © California State Council on Developmental Disabilities. All Rights Reserved." Anything produced pursuant to this contract that may be patented or copyrighted is the sole property of SCDD, whether or not a patent or copyright is applied for or received by any other party or person.

8. SUBCONTRACTORS

If Contractor proposes to subcontract any services required under this contract, the Contractor shall submit any such proposal/MOU/contracts to the Contract Manager for review and written approval prior to initiation of the work by the subcontractor.

Notwithstanding any subcontracting permitted by SCDD, the Contractor shall be solely liable for any failure of performance required by this contract. All subcontractors shall be required by the Contractor to meet or exceed any and all provisions of this contract Position

OF PROPOSALS

Upon proposal opening, all documents submitted in response to this RFP will become the property of the State of California and will be regarded as public records under the California Public Records Act (Government Code section 6250 et seq.) and subject to review by the public. The State cannot prevent the disclosure of public documents.

However, the contents of all proposals, draft proposals, correspondence, agenda, memoranda, working papers, or any other medium which discloses any aspect of a Proposer’s proposal, shall be held in the strictest confidence until the “Notice of Intent to Award” is posted. Should a proposer desire to keep any or all components of their response to this RFP confidential, the Proposer would need to obtain a protective order from a court of competent jurisdiction.

9. INTENT TO AWARD AND PROTEST PROCEDURES

A “Notice of Intent to Award” to the proposed Contractor will be posted in the SCDD Headquarters Office at 3831 N. Freeway Boulevard, Suite 125, Sacramento, CA 95834 and on Cal eProcure five (5) working days prior to awarding the Agreement. After the five

(5) day notice has been completed, the proposed awardee will be formally notified by email.

If prior to the formal award, any proposer files a protest with the DGS against the awarding of the Agreement, the Agreement shall not be awarded until either the protest has been withdrawn or the DGS has decided the matter. Within five (5) days after filing the protest, the protesting proposer shall file with the DGS, a full and complete written statement on the grounds that the (protesting) proposer would have been awarded the contract had SCDD correctly applied the evaluation standards in the RFP, or if SCDD followed the evaluation and scoring methods in the RFP.

Protests may be sent to DGS by regular mail, email, courier, or personal delivery.

Protestants should include their email address if they have one and advise the DGS Bid Protest Coordinator if they will accept service of documents pertaining to the protest via email.

Protests should be submitted to both of the following:

Department of General Services (DGS) Office of Legal Services Attention: Bid Protest Coordinator 707 Third Street, 7th Floor, Suite 7-330 West Sacramento, CA 95605 Email: OLSProtests@dgs.ca.gov

The State Council on Developmental Disabilities Contracts Unit Attention: Kristie Allensworth 3831 N. Freeway Boulevard, Suite 125 Sacramento, CA 95834 Email: grantscontracts@scdd.ca.gov mailto:OLSProtests@dgs.ca.gov

10. TAX DELINQUENCY DISCLAIMER

Pursuant to the Public Contract Code section 10295.4, persons or companies identified as the largest tax delinquents by the Franchise Tax Board (FTB) or the California Department of Tax and Fee Administration (CDTFA) are ineligible to enter into any agreement with the state for non-IT goods or services. Any agreement entered into in violation of section 10295.4 is void and unenforceable.

Prior to executing any state agreement or renewal for non-IT goods or services, the SCDD shall verify that the proposed awardee(s) is not on a prohibited list by checking both the FTB and CDTFA websites. The established lists can be found at:

FTB:https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.html

CDTFA: https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm

11. PREFERENCE/INCENTIVE PROGRAMS

The Preference and Incentive Programs listed below may be combined but will not exceed a combined total of 15 percent of the Proposal amount or $100,000 per proposal, whichever is less. No proposal price will be reduced by more than $100,000, and all preference and incentive cost adjustments are for proposal evaluation purposes only and do not alter the actual cost offered by the Proposer.

A Small Business (SB)/Microbusiness (MB) and/or a Disabled Veteran Business Enterprise (DVBE) must have current and valid certification through DGS, Office of Small Business and Disabled Veteran Business Enterprise Certification Services (OSDS). Completed certification applications and required support documents must be submitted to OSDS no later than 5:00 PM PT on the Final Date for Proposal Submission and OSDS must be able to approve the application as submitted.

For certification and preference approval process information, contact OSDS by telephone at

(916) 375-4940 or access OSDS Internet website at https://www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-Accordion- List/OSDS/OSDS

SCDD is awarding this agreement using the RFP Secondary Method and is therefore awarding to the highest scoring proposal. The examples listed below represent an example of how Small Business Preference and Disabled Veteran Business Enterprise incentive is applied to the lowest cost proposal. For SCDD purposes, the SB preference and DVBE incentive will be applied to the proposals in which the preference and/or incentive is applicable and based upon the highest scoring proposal rather than the lowest cost.

http://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-http://www.cdtfa.ca.gov/taxes-and-fees/top500.htm http://www.dgs.ca.gov/PD/About/Page-Content/PD-Branch-Intro-Accordion-

Small Business Preference:

In accordance with Government Code section 14838.5, et seq. and California Code of Regulations, title 2, section 1896, et seq., a five (5) percent preference will be granted to proposers properly certified as a California Small Business (SB), Microbusiness (MB), or Non-Small Business (NSB) with a Small Business subcontracting for a minimum of 25 percent of the proposal amount. A five (5) percent preference will be granted to proposers certified as a Non-Profit Veteran Service Agency in accordance with the Military and Veterans Code section 999.50. Applications must be on file at the Office of Small Business and Disabled Veteran Business Enterprise Certification by 5:00 p.m. on proposal opening day. The preference adjustment for awards based on low price cannot exceed $50,000.00.

Disabled Veteran Business Enterprise Program and Incentive:

SCDD hereby waives the mandatory Disabled Veteran Business Enterprise (DVBE) participation requirement for this RFP. An incentive for proposers who include DVBE participation is available and encouraged for this RFP. For evaluation purposes only, the State shall apply an incentive to proposals that include California certified DVBE participation and confirmed by the SCDD/MBC. The incentive amount will vary in conjunction with the percentage of DVBE participation in accordance with the following formula:

DVBE Incentive Participation DVBE Incentive

5% or Over 5%

4% to 4.99% Inclusive 4%

3% to 3.99% Inclusive 3%

2% to 2.99% Inclusive 2%

1% to 1.99% Inclusive 1%

The net proposal score of responsive proposals with DVBE participation will be increased by the amount of DVBE incentive as applied to the highest responsive proposal score. If the #1 ranked, responsive, responsible proposal is a California certified small business, the only proposers eligible for the incentive will be other California certified small businesses.

Information submitted by the proposer to claim the DVBE incentive will be verified by SCDD. Only the DVBEs who shall perform a commercially useful function relevant to the Scope of Work included in this RFP may be used to qualify the proposer for a DVBE incentive. All DVBE proposers and their proposed subcontractors must submit a copy of the Declarations Form (Std. 843).

https://www.dgs.ca.gov/PD/Forms?search=843&topicCategoryFilters=&audienceCategoryF ilters=&sort=relevance&activeFilters=&page=1 http://www.dgs.ca.gov/PD/Forms?search=843&topicCategoryFilters&audienceCategoryF

Calculation of Multiple Preferences:

In the event that proposers qualify for the SB preference and/or the DVBE incentive, the SB preference shall be calculated first. In circumstances where the SCDD will award a single agreement as a result of this solicitation, in accordance with Government Code section 14838, subdivision (f), the DVBE incentive will not be calculated if, after the application of the SB preference, an SB proposer is the apparent highest scoring proposer unless another SB proposer is also a DVBE or has subcontracted with DVBE firms.

Note: in accordance with Government Code section 14838, subdivision (f), in the event of a precise tie between a small business or microbusiness, and a disabled veteran-owned small business or microbusiness, the agreement shall be awarded to the disabled veteran-owned small business or microbusiness.

Target Area Contract Preference Act:

Additional preference programs exist and may be applicable, specifically the Target Area Contract Preference Act (TACPA). For information regarding these programs please see the following website: https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement- Division-Services-List-Folder/Request-Target-Area-Contract- Preference?search=Target%20Area

Additional Small Business and Disabled Veteran Enterprise Information:

Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the proposal or offer may be cause for agreement termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in Military & Veterans Code section 999.9; Public Contract Code section 10115.10 or Public Contract Code section 4110 (applies to public works only). Contractor must immediately notify the SCDD SB/DVBE Advocate that the substitution of a DVBE subcontractor is requested.

This solicitation does not include a minimum DVBE participation percentage or goal.

Failure of Contractor to adhere to the certification requirements of Military and Veterans Code section 999.5, subdivision (d) may be used as evidence of the proposer’s non-responsibility in future solicitations.

Commercially Useful Function (CUF) Disclaimer:

Each certified SB/MB or DVBE must perform a commercially useful function. Proposers who are found to not be performing a CUF will have their proposals deemed non-responsive. A SB/MB or DVBE is deemed to perform a commercially useful function when the business does all of the following:

i. Is responsible for the execution of a distinct element of the work of the Agreement.

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

http://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-

iii. Performs work that is normal for its business services and functions.

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

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

Agreements resulting from this solicitation shall afterwards be monitored for compliance with CUF for the duration of the agreement.

12. DARFUR CONTRACTING ACT CERTIFICATION

Effective January 1, 2009, all Invitations for Bid (IFBs) or Requests for Proposal (RFPs) for goods or services must address the requirements of the Darfur Contracting Act of 2008 (Act).

(Public Contract Code sections 10475, et seq.; Stats. 2008, Ch. 272). The Act precludes State agencies generally from contracting with “scrutinized” companies that do business in the African nation of Sudan (of which the Darfur region is a part), for the reasons described in Public Contract Code section 10475.

A scrutinized company is a company doing business in Sudan as defined in Public Contract Code section 10476. Scrutinized companies are ineligible to, and cannot, bid on or submit a proposal for a contract with a State agency for goods or services. [Public Contract Code section 10477(a)].

Therefore, Public Contract Code section 10478(a) requires a company that currently has (or within the previous three years has had) business activities or other operations outside of the United States to certify that it is not a “scrutinized” company when it submits a bid or proposal to a State agency (See Appendix I, Attachment 11).

A scrutinized company may still, however, submit a bid or proposal for a contract with a State agency for goods or services if the company first obtains permission from the Department of General Services (DGS) according to the criteria set forth in Public Contract Code section 10477(b) (See Appendix I, Attachment 17).

13. LOSS LEADER LANGUAGE

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

XXIII. GENERATIVE ARTIFICIAL INTELLIGENCE DISCLOSURE NOTIFICATION

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

Bidders must notify the State in writing if their solution or service includes, or makes available, any GenAI technology, including GenAI from third parties or subcontractors.

The State has developed a GenAI Disclosure & Factsheet (STD 1000) to be completed by the Bidder.

Failure to disclose GenAI to the State and submit the GenAI Disclosure & Factsheet will result in disqualification of the Bidder and may void any resulting contract. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure.

Upon receipt of a Bidder’s GenAI Disclosure & Factsheet, the State reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the State.

EXHIBIT A–SCOPE OF WORK

Scope of Work (SOW)

The California State Council on Developmental Disabilities (SCDD) is seeking to contract with a consultant for the coordination and execution of critical tasks that will drive the development and advancement of the Leadership Development and Organizational Transformation Program

(LDOTP).

The contractor shall design and implement a leadership development program for all staff. This program will:

• Help employees better understand their own strengths, behaviors, and how they impact others.

• Align individual contributions with the organization’s goals.

• Promote inclusivity, encourage teamwork across regional offices, and build leadership skills to support the organization through changes and adjustments.

Objectives

1. In-Person Conference:

• Plan and facilitate a 2-day conference in Sacramento, CA, offering professional development, skill-building, and collaboration opportunities for all staff. Provide workshops/sessions for staff to equip them with tools for:

o Managing change o Optimizing roles and responsibilities o Enhancing team performance

• Coordinate 1–2 planning meetings with SCDD Headquarters (HQ) personnel and

Executive Leadership to:

o Align conference objectives with organizational goals.

o Customize session content to address specific staff needs.

o Identify opportunities for staff-led sessions or breakout discussions tailored to roles, classifications, or programs.

2. Follow-up Virtual…