RFO_25-1024.pdf

STATE OF CALIFORNIA

OFFICE OF ENERGY INFRASTRUCTURE SAFETY

REQUEST FOR OFFER (RFO) 25-1024

INVESTIGATION MANAGEMENT SYSTEM IMPROVEMENTS

Offers Due By: May 11, 2026, at 3:00 PM PT

Return Offer To:

matt.freeman@energysafety.ca.gov

Procurement Official:

Matt Freeman

Procurement Analyst Administrative Services Division matt.freeman@energysafety.ca.gov 715 P Street, 15th Floor Sacramento, CA 95814 mailto:matt.freeman@energysafety.ca.gov%0d mailto:matt.freeman@energysafety.ca.gov%0d mailto:matt.freeman@energysafety.ca.gov

Investigation Management System Improvements

RFO 25-1024

1. SCOPE

2. KEY ACTION DATES

3. INSTRUCTIONS FOR OFFER

4. SAMPLE AGREEMENT

5. LEVERAGED PROCUREMENT AGREEMENT

6. PROCUREMENT OFFICIAL

7. METHOD OF AWARD

8. DRAFTS

9. NEGOTIATIONS

10. RESPONSIBLE RESPONDENT

11. RESPONDENT INSTRUCTIONS

12. ADDENDA

13. RESPONDENT QUESTIONS

14. DESIGNATION OF REQUIREMENTS

15. VALIDATION OF REQUIREMENTS

16. CLARIFYING INFORMATION

17. EXECUTIVE ORDER N-6-22 – RUSSIA SANCTIONS

18. TAX DELINQUENCY

19. STATE’S OWN OFFER DOCUMENTS/SOLICITATION

20. ADDITIONAL TERMS AND CONDITIONS

21. RFO OFFER CONTENT

A. AGREEMENT COVER LETTER

B. COPY OF LPA WITH HIGHLIGHTED PRICING PAGES

C. COST WORKSHEET

D. NARRATIVE RESPONSE

E. DECLARATION FORMS

F. PAYEE DATA RECORD

G. DARFUR CONTRACTING ACT

H. CALIFORNIA CIVIL RIGHTS LAWS ATTACHMENT

I. CONSULTANT REFERENCE FORM

J. UNDERSTANDING AND APPROACH

K. CONSULTANT EXPERIENCE WORKSHEET AND RESUME

L. CONSULTANT RESUMES

M. GENERATIVE ARTIFICIAL INTELLIGENCE (GenAI)

22. ASSESSMENT PLAN

23. OFFER LIST

24. AWARD NOTIFICATION

25. ATTACHMENTS

1. SCOPE

You are invited to review and respond to Request for Offer (RFO) 25-1024.

This RFO is conducted by the Office of Energy Infrastructure Safety (Energy Safety) for Investigation Management System Improvements.

The services required are delineated in the Sample Agreement, Attachment 1, Exhibit A, Statement of Work. The minimum qualifications required to submit an offer are delineated in Attachment 4, Consultant Experience Worksheet and Resume. Please read all documents carefully.

To be considered for this RFO, the Respondent must hold a current Technology, Digital, and Data Consulting (TDDC) Master Services Agreement (MSA) contract established by Department of General Services (DGS) Procurement Division. All resources proposed for this Agreement must meet the experience and educational requirements as stated in the Respondent’s MSA.

Issuance of this RFO in no way constitutes a commitment by Energy Safety to award an agreement. Energy Safety reserves the right to reject any or all offers received if Energy Safety determines that it is in Energy Safety’s best interest to do so. Energy Safety may reject any offer that is conditional or incomplete. Assumptions made by a Respondent in responding to this RFO do not oblige Energy Safety in any way. Additionally, assumptions may make the offer conditional and cause the offer to be rejected.

2. KEY ACTION DATES

Adherence to the following schedule of dates and times is required. If Energy Safety finds it necessary to change any of these dates, it will be accomplished via addendum.

KEY ACTION DATES DATE

Release of RFO April 21, 2026 Last Day to Submit Questions (3:00 P.M., PT) April 28, 2026 RFO Offer Submission Due Date (3:00 P.M., PT)* May 11, 2026 Interviews** May 13, 2026 Proposed Award Date May 26, 2026 *All dates after the RFO Offer Submission Due Date are approximate and may be adjusted as conditions dictate without addendum to this RFO.

** Energy Safety may choose to interview up to the top two (2) highest ranking Respondents.

Additional Respondents may be interviewed depending on the total number of responses received at the discretion of Energy Safety. Energy Safety will provide a one to two calendar day advance notice to conduct interviews. Refer to Attachment 7 – Assessment Plan, for interview details.

3. INSTRUCTIONS FOR OFFER

Offers must be submitted via email to matt.freeman@energysafety.ca.gov with the subject line, “RFO 25-1024 – Investigation Management System Improvements” no later than the date and time listed in Section 2, Key Action Dates. Offers submitted after this deadline may be rejected. Only offers received to this email address will be considered. Offers must not be sent to any other email address. It is the Respondent’s responsibility to verify the electronic file has been received.

Acceptable electronic file formats include MS Word, MS Excel 2010, and Adobe DC. Emails should not exceed one hundred fifty (150) megabytes (MB). Energy Safety’s email server may automatically reject excessively large emails. Respondent may submit multiple emails if file size exceeds the recommended one hundred fifty (150) MB. Multiple emails should be identified as follows: 1 of 3, 2 of 3, 3 of 3, etc. Links to files stored on the Internet (e.g., Google Drive, Dropbox, etc.) in lieu of attachments are not acceptable, and any documents stored at such links will not be retrieved.

Hard copy and faxed offers will not be accepted for this RFO.

Offers submitted in response to this RFO must contain all data/information requested. Any documents required of a prospective Respondent or successful Respondent that are provided only as internet links within this RFO may be obtained by contacting the Procurement Official listed below. If an Offer fails to meet a requirement, the State will determine whether the offer can be considered. Offer content is delineated in Section 21, RFO Offer Content.

By submitting an offer, Respondent agrees to the scope and terms and conditions stated in this RFO and in the Sample Agreement (Attachment 1). Offers received in response to this RFO will be valid for 90 days after the offer submission due date.

4. SAMPLE AGREEMENT

All products and/or services offered must comply with the requirements described in Attachment 1, Sample Agreement, which includes Exhibit A, Statement of Work, and all Exhibits thereafter.

5. LEVERAGED PROCUREMENT AGREEMENT

This solicitation utilizes the Leveraged Procurement Agreement (LPA) for TDDC MSA. All terms and conditions of the contract apply. Please reference your LPA Contract number and supply a copy of the contract and pricing pages, with applicable products/services highlighted, at time of offer or you may be deemed non-responsive.

6. PROCUREMENT OFFICIAL

The Procurement Official contact information for this RFO is listed below:

Procurement Official:

Name: Matt Freeman Telephone: (209) 429-7386 Email: matt.freeman@energysafety.ca.gov

The Procurement Official will be the single point of contact. All inquiries and questions must be directed to only this person. In the event the Procurement Official is unavailable, the Backup Procurement Official should be contacted via email at tatianna.grant@energysafety.ca.gov.

Oral communications are discouraged and will not be binding to Energy Safety. Respondents should only rely on written statements issued by the Procurement Official.

7. METHOD OF AWARD

A multiple phase process will be used to review and assess offers to this RFO. Energy Safety will compare offers for the presence or absence of required information in conformance with the submission requirements. It is the Respondent’s responsibility to provide all required data mailto:tatianna.grant@energysafety.ca.gov and any other information necessary for Energy Safety to determine and verify the Respondent’s ability to perform the tasks and activities defined in Attachment 1, Sample Agreement, Exhibit A, Statement of Work.

Energy Safety may reject any offer found to be non-responsive at any stage of review. Shortly after the submission deadline, Energy Safety will review each offer for initial administrative responsiveness to the RFO requirements. Initial administrative responsiveness is an offer received by the due date and time and completeness of all required documentation.

Offers that appear to meet the initial RFO requirements and contain the required documentation will be submitted for evaluation. Refer to Attachment 7 – Assessment Plan for review requirements. Offers passing the Administrative Assessment and Technical Assessment will have their costs assessed. Award will be made to the Respondent with the highest score.

In the event of a tie, a coin toss will be a permissible tiebreaker. Such event will be conducted by the Procurement Official and observed by an Energy Safety employee as witness.

8. DRAFTS

If Energy Safety determines that offers from all Respondents contain material deviations, the State may declare the offers to be draft offers. If offers are declared drafts, the State will issue an addendum to the solicitation document and confidential discussions may be held with the Respondents who wish to continue in the offer process. Notifying the Respondent of defects is intended to minimize the risk that the final offers will be deemed non-compliant; however, the State will not provide any warranty that all defects in the draft offers have been detected.

Notification of defects in the draft offer will not preclude rejection of the final offer, if undiscovered defects contained in the declared draft offer are later found in the final offer. Oral statements made by either party during confidential discussions will not be binding.

9. NEGOTIATIONS

Energy Safety may elect to enter into negotiations pursuant to Public Contract Code Section 6611 if conditions exist. Should the State elect to negotiate, the process will be described in writing and provided to the parties involved prior to commencement of negotiations.

10. RESPONSIBLE RESPONDENT

The State will review all offers that are responsive to all RFO requirements and deemed responsible. Responsibility is defined as a Respondent who possesses the experience, facilities, reputation, financial resources, and is fully capable of performing the services being requested.

The State may require Respondents to submit evidence of their qualifications. This includes, but is not limited to, the necessary number of personnel with the skills required, equipment of appropriate type and sufficient quantity, financial resources sufficient to complete performance under the agreement, and experience in similar endeavors. If such information is required, the Respondent will be notified to submit the required information. If the State determines the Respondent is not responsible, the offer will be rejected.

11. RESPONDENT INSTRUCTIONS

The instructions include the Respondent’s and the State’s rights and responsibilities for the solicitation process, unless otherwise specified in this solicitation. Respondent Instructions are located at the following link: Bidder Instructions (rev 11/09/2011).

12. ADDENDA

If the RFO is revised by an addendum, Respondent is required to meet all requirements of the most current addendum, including using any updated forms.

The RFO document is not required to be submitted with the offer. This language supersedes GSPD-451, Bidder Instructions (rev 11/09/2011) section 3.b., Solicitation Addendum (Addenda).

13. RESPONDENT QUESTIONS

This RFO and all its attachments address all requirements that Respondents must meet to be eligible for consideration. Respondents must carefully read the entire RFO, ask appropriate questions in a timely manner, and make sure all procedures and requirements of the RFO are accurately followed and addressed.

If a Respondent discovers any ambiguity, conflict, restrictive requirements or specifications, discrepancy, omission, or other errors in the RFO, the Respondent will immediately notify the Procurement Official of such error, in writing, and request clarification or modification of the document.

All questions, comments, and concerns should be immediately directed to the Procurement Official and Backup Procurement Official, in writing, no later than the date and time indicated in Section 2, Key Action Dates. If a Respondent submits a question after the scheduled date(s), the State will attempt to answer the question but does not guarantee that the answer will be provided prior to the offer due date.

Note: Answers to all questions will be posted via an Addendum and sent to all potential Respondents via email.

14. DESIGNATION OF REQUIREMENTS

The State has established certain requirements with respect to offers to be submitted by prospective contractors. The use of “must” or “will” (except to indicate simple futurity) in the RFO indicates a requirement or condition that is mandatory. A deviation, if not material, may be waived by the State. A deviation from a requirement is material if the deficient offer is not in substantial accord with the RFO requirements, provides an advantage to one Respondent over other Respondents, or has a potentially significant effect on the delivery, quantity or quality of items proposed, amount paid to the Contractor, or on the cost to the State. Material deviations cannot be waived.

The words “should” or “may” in the RFO indicate desirable attributes or conditions but are non-mandatory in nature. Deviation from, or omission of, such a desirable feature, even if material, will not in itself cause rejection of the offer.

http://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/DGSPD%20451.pdf

15. VALIDATION OF REQUIREMENTS

The State will check each offer to determine its compliance with the solicitation requirements.

If an offer fails to meet solicitation requirements, the State will determine whether the deviation is material. A material deviation will be cause for rejection of the offer. An immaterial deviation will be examined to determine if the deviation will be accepted. If accepted, the offer will be processed as if no deviation has occurred.

16. CLARIFYING INFORMATION

During the assessment and selection process, the State may ask the Respondent to clarify conflicting information in their offer when compliance with the solicitation requirements cannot be determined. Clarifications provided by the Respondent may not change the original offer submission. Missing or non-compliant offer information is not grounds for the State to request clarification. Clarification will not be requested if the Respondent has been deemed non-compliant with other mandatory requirements. It is the responsibility of the Respondent to submit a complete, legible, and comprehensible offer.

Failure to submit the requested written information within the timeframe provided by the State will be grounds for offer rejection.

17. 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 offer to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a proposal, Respondent represents that it is not a target of Economic Sanctions. Should the State determine Respondent is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Respondent’s proposal any time prior to agreement execution, or, if determined after agreement execution, shall be grounds for termination by the State.

18. TAX DELINQUENCY

Pursuant to the Public Contract Code section 10295.4, prior to executing any State agreement or renewal for non-IT goods or services, the awarding department must verify that the Respondent is not on either of the prohibited lists below. If Respondent is on either list, they will be ineligible for agreement award.

FTB Top 500 Delinquent Taxpayers CDTFA Top 500 Sales & Use Tax Delinquencies in California

19. ENERGY SAFETY’S OWN OFFER DOCUMENTS/SOLICITATION

Only offers quoted on the State's own offer documents will be considered. Documents include all forms and attachments required to be submitted. Alteration of the State’s documents may result in rejection of the offer. Offers submitted referring to supplier attachments which include terms and conditions that conflict with the State's complete solicitation will be considered non-responsive and such offers will be rejected.

https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.html https://www.ftb.ca.gov/about-ftb/newsroom/top-500-past-due-balances/corporate-income-tax-list.html https://www.cdtfa.ca.gov/taxes-and-fees/top500.htm

20. ADDITIONAL TERMS AND CONDITIONS

The State objects to and will not evaluate or consider any additional terms or conditions submitted by a Respondent. This applies to any language appearing in documents attached as part of the Respondent’s offer. In signing and submitting the Agreement Cover Letter, the Respondent agrees that any additional terms and conditions, whether submitted intentionally or inadvertently, will have no force or effect. Offers with terms and conditions attached may be subject to rejection.

21. RFO OFFER CONTENT

Listed below are the required (or “as applicable”) RFO offer documents and their descriptions.

RFO offer documents will be submitted in the order specified below.

A. AGREEMENT COVER LETTER

All Respondents must complete the Agreement Cover Letter and include with offer. The Agreement Cover Letter (which will be considered an integral part of the offer) must be signed by an individual who is authorized to bind the responding firm contractually. An unsigned Agreement Cover Letter will cause the offer to be rejected.

By signing the Agreement Cover Letter and submitting an offer, Respondent is agreeing to accept all terms and conditions of the Respondent’s LPA and agrees to comply with all applicable statutes, rules, regulations, and orders of the United States and the State of California.

If a Respondent is a corporation or limited liability company, they must list their Secretary of State (SOS) certification number on the Agreement Cover Letter. SOS certification must be approved and in “Active” status prior to contract award.

Agreement Cover Letter is included as part of this RFO.

B. COPY OF LPA WITH HIGHLIGHTED PRICING PAGES

Copy of Respondents TDDC MSA must be included with offer. Applicable pricing/classifications/rates must be highlighted.

C. COST WORKSHEET

Attachment 2 – Cost Worksheet must be used by Respondents to enter costs for the solicitation. To be considered for award, all line items in Attachment 2 – Cost Worksheet must be submitted.

Prices offered must be all inclusive. Only the prices submitted in the offer will be included in the awarded agreement. No other fees can be charged to the customer.

Attachment 2 – Cost Worksheet must be filled out completely, or the offer may be rejected.

Modification of the Cost Worksheet will disqualify the Respondent.

Respondents must submit one (1) electronic copy in Microsoft Excel format of the completed Attachment 2 – Cost Worksheet with the emailed offer.

Failure to submit Attachment 2 – Cost Worksheet with the offer will result in the offer being considered non-responsive.

D. NARRATIVE RESPONSE

All respondents must complete Attachment 3 – Narrative Response and include with offer.

The RFO includes some items that require a narrative response and are listed on Attachment 3 – Narrative Response. Respondents must input narrative responses on the attachment only for the items requested. If necessary, Respondents may add pages to the attachment to further explain their response.

Respondents must not input narrative responses within the RFO document, nor should narrative responses be included for items the State did not list on Attachment 3 – Narrative Response.

E. DECLARATION FORMS

All Respondents must complete the Bidder Declaration Form (GSPD-05-105) and include it with the offer.

F. PAYEE DATA RECORD

To be awarded this agreement, the Bidder must sign and return a Payee Data Record (STD

204) with Offer or within five (5) days upon the request of the State.

G. DARFUR CONTRACTING ACT

Public Contract Code Sections 10475 – 10481 applies to any company that currently or within the previous three years has had business activities or other operations outside of the United States. For such a company to bid/offer on or submit a proposal for a State of California contract, the company must certify that it is either a) not a scrutinized company;

or b) a scrutinized company that has been granted permission by the DGS to submit a proposal.

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/offer on or submit a proposal for a contract with a State agency for goods or services (Public Contract Code section 10477(a)), unless written permission from the Director of Energy Safety to bid on this procurement has been granted (Public Contract Code section 10477(b)).

A Bidder/Respondent is required to submit a completed Darfur Contracting Act Certification if their company currently or within the previous three years has had business activities or other operations outside of the United States. The Darfur Contracting Act form should be submitted with the bid/offer. If this document is not included in the bid/offer, Bidder/Respondent will provide it within five days after request from the State. Failure to submit required information may result in the bid/offer being considered non-responsive.

If a Respondent has not conducted business outside of the United States in the last three years, this section does not apply. Respondents must submit their response on Attachment 3 – Narrative Response.

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf

H. CALIFORNIA CIVIL RIGHTS LAWS ATTACHMENT

Respondents are required to submit the California Civil Rights Laws Attachment with the offer. Failure to submit this form may result in the offer being considered non-responsive.

Pursuant to Public Contract Code Section 2010, any Respondent entering into or renewing an agreement over $100,000 on or after January 1, 2017, shall certify all the following:

A. That they comply with the Unruh Civil Rights Act (section 51 of the Civil Code).

B. That they comply with the California Fair Employment and Housing Act (FEHA) (Chapter

7 (commencing with section 12960) of Part 2.8 of Division 3 of Title 2 of the Government Code).

C. (1) That any policy that they have against any sovereign nation or peoples recognized by the government of the United States, including, but not limited to, the nation and people of Israel, is not used to discriminate in violation of the Unruh Civil Rights Act (section 51 of the Civil Code) or the FEHA (Chapter 7 (commencing with section 12960) of Part 2.8 of Division 3 of Title 2 of the Government Code).

(2) Any policy adopted by a person or actions taken thereunder that are reasonably necessary to comply with federal or state sanctions or laws affecting sovereign nations, or their nationals shall not be construed as unlawful discrimination in violation of the Unruh Civil Rights Act (section 51 of the Civil Code) or the FEHA (Chapter 7 (commencing with section 12960) of Part 2.8 of Division 3 of Title 2 of the Government Code.

I. CONSULTANT REFERENCE FORM

The Respondent must submit three completed Attachment 5 – Consultant Reference Forms for the proposed consultant with their offer.

The purpose of the consultant reference requirement is to provide the State the ability to assess the consultant’s experience in providing similar or relevant services to other organizations through a satisfaction rating provided by the consultant’s previous clients.

The project descriptions must be detailed and comprehensive enough to permit the State to assess the similarity of those projects to the work anticipated for the Contract resulting from this RFO. References must be externally independent from the proposed consultant and the Respondent’s organization and corporate structure.

The consultant reference contact should be someone who performed a management or supervisory role on the referenced project and be willing and able (i.e., familiar with what transpired, not bound by confidentiality, etc.) to answer questions which validate the information on the submitted form.

References may be contacted to verify and validate the information on the submitted form.

J. UNDERSTANDING AND APPROACH

Respondents must address the questions contained in Attachment 6 – Understanding and Approach and provide a narrative describing their understanding and approach to the performance of the work described in the Attachment 1, Sample Agreement, Exhibit A, Statement of Work. Respondents must include examples from the Respondent’s previous experience. See Attachment 6 – Understanding and Approach for further requirements and http://www.documents.dgs.ca.gov/dgs/fmc/dgs/ols004.pdf instructions. Respondents must submit their completed Attachment 6 – Understanding and Approach with their offer to this RFO.

In preparing the offer, do not simply restate or paraphrase information in this RFO and the Statement of Work. Describe or demonstrate, in the Respondent’s own words, the information required in Attachment 6 – Understanding and Approach.

K. CONSULTANT EXPERIENCE WORKSHEET AND RESUME

Respondent must complete one Attachment 4 – Consultant Experience Worksheet and Resume, for the proposed consultant and submit it with offer. Consultant’s resume and any applicable certifications must be attached.

The Respondent must provide complete information to confirm that the proposed consultant possesses the education qualifications and experience described in Attachment 4 – Consultant Experience Worksheet and Resume. It is incumbent upon the Respondent to provide enough detail in their offer for the State to assess the Respondent’s proposed consultant’s ability to meet the requirements and perform the services as described in this RFO and Attachment 1, Sample Agreement, Exhibit A, Statement of Work.

The Respondent is fully responsible for the necessary staffing resources to perform and to successfully implement the STL Consulting Services within the Agreement.

Based upon Energy Safety’s needs, Energy Safety has identified the following to provide support for this Agreement. Hourly rates will be at the hourly rates identified in Attachment 2 – Cost Worksheet.

The State will review the TDDC MSA Labor Categories for classifications to determine if the proposed consultant meets the education and experience requirements for their designated classification.

L. CONSULTANT RESUMES

Respondents must provide one resume for the proposed consultant. The resume must be attached to Attachment 4 – Consultant Experience Worksheet and Resume.

M. GENERATIVE ARTIFICIAL INTELLIGENCE (GenAI) The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI, while balancing the risks of these technologies.

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

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

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

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

Respondent shall provide the above notifications by completing the GenAI portion in Attachment 3 – Narrative Response. Failure to report GenAI to the State may result in disqualification. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure

22. ASSESSMENT PLAN

Attachment 7 – Assessment Plan details how the state will assess offers based on a “Best Value” approach. A multiple phase process will be used to assess offers. Respondents must carefully read and comply with the requirements of the Attachment 7 – Assessment Plan.

Respondents must not input offers within the RFO document, nor should offers be included for items the State did not list on Attachment 7 – Assessment Plan.

23. OFFER LIST

Respondents must include the following documents and attachments as required in the RFO.

Documents should be provided in the same order as listed below. Document links are contained in each applicable section when not attached to the solicitation.

Required with Offer

Description

Table of Contents Agreement Cover Letter (included as part of this RFO) Respondent’s TDDC MSA with Highlighted Pricing List Attachment 2 – Cost Worksheet Attachment 3 – Narrative Response Attachment 4.1 – Consultant Experience Worksheet and Resume for Project Manager Attachment 4.2 – Consultant Experience Worksheet and Resume for Business Solutions Analyst Attachment 4.3 – Consultant Experience Worksheet and Resume for User Experience/Interaction Designer Attachment 4.4 – Consultant Experience Worksheet and Resume for Senior Software Engineer Attachment 5 – Consultant Reference Form Attachment 6 – Understanding and Approach Attachment 7 – Assessment Plan Bidder Declaration Form (GSPD-05-105) California Civil Rights Laws Attachment Iran Contracting Act Verification Form https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf http://www.documents.dgs.ca.gov/dgs/fmc/dgs/ols004.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/OPPL/SCM/Iran_Contracting_Act_Verification_Form.pdf

Requested with Offer Response or required within five (5) working days after notification from the State, before award

Description

Payee Data Record (STD 204) Darfur Contracting Act Certification

Do not submit this RFO, Sample Agreement, or Attachment 7 – Assessment Plan.

These are informational only and are not required offer response documents.

The State makes no warranty that the offer list is a full and comprehensive listing of every requirement specified in the RFO. Checking off the items on the list does not establish the Respondent’s intent nor does it constitute responsiveness to the requirements. The list is only a tool to assist participating Respondents in compiling their offer and does not establish intent nor does it constitute responsiveness to the requirements. Respondents are encouraged to carefully read the entire RFO. The need to verify all documentation and offers prior to the submission of offers cannot be over emphasized.

24. AWARD NOTIFICATION

If you would like to receive notification of the offer results and intended awardee, please include a “Notice of Intent to Award” request along with your submitted offer.

25. ATTACHMENTS

The following list identifies the applicable attachments for this solicitation:

• Agreement Cover Letter

• Attachment 1 – Sample Agreement o Exhibit A – Statement of Work o Exhibit A-1 – Work Authorization o Exhibit A-2 – Work Authorization Acceptance o Exhibit B – Budget Detail and Payment Provisions o Exhibit B-1 – Cost Worksheet (placeholder) o Exhibit C – Terms and Conditions o Exhibit D – Special Terms and Conditions o Exhibit E – Personnel Change Order Request Form

• Attachment 2 – Cost Worksheet

• Attachment 3 – Narrative Response

• Attachment 4.1 – Consultant Experience Worksheet and Resume for Project

Manager

• Attachment 4.2 – Consultant Experience Worksheet and Resume for Business

Solutions Analyst

• Attachment 4.3 – Consultant Experience Worksheet and Resume for User

Experience/Interaction Designer

• Attachment 4.4 – Consultant Experience Worksheet and Resume for Senior

Software Engineer

• Attachment 5 – Consultant Reference Form

• Attachment 6 – Understanding and Approach

• Attachment 7 – Assessment Plan https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf

Agreement Cover Letter

By signing below, with inclusion of the date of signature, the Respondent declares that the undersigned complies with the requirements of the solicitation and that the information set forth within is true and correct. This document must be signed and returned along with the entire RFO offer. An electronic signature is acceptable. An unsigned cover letter will be cause for offer rejection.

A. The signatory to this letter is authorized to bind the respondent company contractually.

B. We have carefully read and will comply with all solicitation requirements.

C. We commit to all terms and conditions as required by the solicitation.

RFO #:

Respondent LPA #:

Respondent Company Name:

Secretary of State Business Entity #:

(if applicable)

SB/DVBE Certification #:

(if applicable)

Address:

City, State, Zip Code:

Telephone Number:

Email:

Print Name:

Title:

Signature Date