RFO-2526-04-MSSP-OCM.docx

California Department of Aging Contractor Agreement Number: CT-2526-11 Exhibit E, Insurance Requirements

REQUEST FOR OFFER (RFO)

Notice to Prospective Offerors RFO Number: RFO-2526-04 “MSSP – Organizational Change Management” Posting Date January 27, 2026 You are invited to review and respond to this California Department of Aging (CDA) Request For Offer. To submit a response for these services, you must comply with the instructions contained in this document as well as the requirements stated in EXHIBIT A: STATEMENT OF WORK. By submitting a response, your firm agrees to the terms and conditions stated in this RFO, the Technology, Digital and Data Consulting (TDDC) Master Services Agreement (MSA) contract.

The CDA is seeking offers for Organizational Change Management (OCM) services, consultation, and support for California Department of Aging (CDA) Multipurpose Senior Services Program (MSSP).

In submitting an offer, Offerors 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 rejection of an Offeror’s offer. By submitting a response, Offerors agree to the terms and conditions stated in this request and any resulting agreement. The anticipated term of this contract is two (2) years. In submitting your offer, you must comply with these instructions.

All agreements entered into with the State of California will include by reference the state’s General Terms and Conditions and Offeror Certification Clauses 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. The State’s General Terms and Condition are non-negotiable. If you do not have Internet access, a hard copy can be provided by contacting the following person below.

This request is published at the Cal e-Procure website at: https://caleprocure.ca.gov/pages/index.aspx. To ensure receipt of any addenda that may be issued and answers to questions received, you must register online at https://caleprocure.ca.gov/pages/bidder-vendor.aspx The CDA encourages potential offerors to read this entire RFO and all attachments thoroughly and carefully.

In the opinion of CDA, this RFO is complete and without need of explanation. However, if you have questions or need clarifying information, submit your question(s) no later than 5:00 p.m. Pacific Time (PT) on February 3, 2026, in accordance with the RFO instructions to bmsprocurement@aging.ca.gov.

If you experience technical difficulties contact:

Kevin Hobart California Department of Aging Business Management Section – State Operations Purchasing Team

(916) 283-7185 bmsprocurement@aging.ca.gov Please note that no verbal information given will be binding upon the State unless such information is issued in writing as an official addendum.

Attachment(s)

TABLE OF CONTENTS

ATTACHMENTS

GENERAL INFORMATION

This RFO contains the instructions governing the requirements for a deliverables-based contract to be submitted by interested respondents. The format of the response information is to be submitted and the material to be included therein follows. This RFO also addresses the requirements that respondents must meet to be eligible for consideration, as well as addresses the respondent’s responsibilities before and afterwards.

Eligible firms that exist on the TDDC MSA are invited to review and respond to the attached CDA RFO entitled, RFO #2425-04 for MSSP Organizational Change Management (OCM). In submitting a response to this RFO, compliance with all RFO instructions is imperative.

Any agreement entered into as a result of this RFO will include by reference all terms and conditions attached to or incorporated by reference into the agreement between the respondents’ firm and California Department of Aging.

The firm responding to this RFO (Respondent or Offeror) must hold a current TDDC MSA agreement that includes the required labor categories and must be an approved TDDC MSA vendor.

The term “Contract” or “Agreement” will be used interchangeably throughout the documents.

California Department of Aging (hereinafter referred to as “CDA” or “State”) refers to the organization acquiring goods and/or services associated with the RFO.

Contractor [TBD] (hereinafter referred to as the “Contractor”) refers to the firm that shall provide the products and staffing, including all subcontractor staff, to perform the services for CDA. “Consultant(s)” or “Key Staff” refers to the Contractor’s staff who will perform the services. purview.

PURPOSE OF THIS RFO:

PROJECT OVERVIEW

a) The CDA Multipurpose Senior Services Program (MSSP) Section contracts with 36 local MSSP Providers across the state to provide public assistance to eligible older adults. The services provided enable participants to remain in their own home as opposed to being placed in a care facility. The MSSP Section is responsible for administering the program and monitoring Provider sites to ensure program requirements are being followed. Participant program eligibility, care management, and billing are conducted at the MSSP Provider level.

b) Currently, the CDA and each MSSP Provider operate independently to conduct daily business operations. The Project will include the implementation of a single statewide case management system that will support both CDA and MSSP Provider business operations.

c) The OCM services will help facilitate the successful implementation of the new case management system. The Project will require engagement with internal and external stakeholders, including CDA staff, other government entities (state, and/or federal), and external MSSP Providers. These groups can range from small/medium (less than 50 individuals) groups to larger (more than 50 individuals) groups depending on the discussion topic, stakeholder interest and/or engagement needs.

OCM SERVICES

The Contractor shall provide organizational change management (OCM) services for the MSSP Case Management project (hereto referred to as Project) based on fixed-price deliverables. The change management services will include a roadmap for managing change:

a) Baseline Assessment

b) Messaging and Communication

c) Implementation

d) Measuring Success

BACKGROUND / HISTORY

By 2030, California will be home to over 8.6 million individuals who are over age 65. Older Californians are the bedrock of our communities, with many serving as leaders of local businesses and heads of households, and all contributing to the health, strength, perspective, and vibrancy of our society. However, as Californians age, their needs from the communities in which they reside and serve also change.

AGREEMENT TERM AND SECURITY PROVISIONS:

1) If an agreement results from this RFO, the term is anticipated to be April 1, 2026, through March 31, 2028. Any agreement (and/or amendment) resulting from this RFO shall have no force or effect until it is signed by both parties and approved by the Department of General Services (DGS) if such approval is required. Performance shall start no later than on the express date set by the awarding agency and after all approvals have been obtained and the agreement is fully executed.

2) All performance under the agreement shall be completed on or before the termination date of the agreement.

3) Should the Offeror fail to commence work at the agreed upon time, the CDA reserves the right to terminate the agreement upon thirty (30) days’ written notice to the Offeror.

KEY DATES

Below is the time schedule for this informal selection process. All Respondents are advised of the following time schedule.

PROCUREMENT OFFICIAL

The Procurement Official is the State’s designated authorized representative regarding this procurement.

Respondents are directed to communicate, submit questions, and submit all other correspondence regarding this procurement to the Procurement Official at the address below.

Kevin Hobart, Procurement Official Email: bmspurchasing@aging.ca.gov

RESPONDENTS’ QUESTIONS

Respondents requiring clarification of the intent, terms and conditions, content of this RFO or on procedural matters regarding the competitive RFO process may request clarification by submitting questions in accordance with the Key Dates in an email.

1) Offerors must notify the CDA via email in accordance with the Key Action Dates to bmspurchasing@aging.ca.gov

a) The following MUST be included in the subject line:

(1) RFO-2526-04 MSSP Organizational Change Management

b) If they need clarification about the services being sought or have questions about the RFO instructions or requirements. The level of detail that shall be provided in response is subject to the availability of CDA resources.

c) 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 prior to the Submission of RFO Response Due date.

d) All questions and answers will be shared with all respondents in a consolidated format, without identifying the individuals or organizations that submitted the questions. At the sole discretion of the state, questions may be paraphrased by the state for clarity.

2) Note: It is the responsibility of the offeror to check for any changes within the RFO, as all questions, answers, and addenda will be shared with all respondents. The CDA will not be held responsible for inaccurate offers due to Offeror’s oversight in reviewing all information.

3) A respondent who desires clarification or further information on the content of the RFO, but whose questions relate to the proprietary aspect of that respondent's response and which, if disclosed to other respondents, would expose that respondent's response, may submit such questions in the same manner as above, but also marked “CONFIDENTIAL” and not later than the scheduled date specified in the Key Dates to ensure a response. The respondent must explain why any questions are sensitive in nature. If the state concurs that the disclosure of the question or answer would expose the proprietary nature of the response, the question will be answered, and both the question and answer will be kept in confidence. If the State does not concur with the proprietary aspect of the question, the question will not be answered in this manner, and the respondent will be so notified

4) Verbal comments regarding this RFO are unofficial and are not binding on the CDA unless later confirmed in writing as an official addendum.

5) Offerors who fail to report a known or suspected problem with the RFO or fail to seek clarification and/or correction of the RFO, submit an offer at their own risk.

RFO Response Requirements This RFO and the Respondent’s response to this document will be made part of the ordering department’s STD 213 Contract and procurement contract file.

Responses must contain all requested information and data and conform to the format described in this section. It is the respondent’s responsibility to provide all necessary information for the State to assess the response, verify requested information and determine the respondent's ability to perform the tasks and activities defined in EXHIBIT A: STATEMENT OF WORK, and EXHIBIT B: COST WORKSHEET, provided as required below.

1. RFO Response Content This section specifies the order and content of each response. Assemble the materials in each response set in the following order.

1. Administrative Requirements This section contains the mandatory administrative requirements that must be met in order to be considered responsive to this request.

Response Submission Checklist A Response Submission Checklist (ATTACHMENT 2: RESPONSE SUBMISSION CHECKLIST) must be included and each item marked with an “X” or “N/A” as appropriate. This indicates you have included all required attachments requested within this RFO.

Response Cover Page A Response Cover Page (ATTACHMENT 3: RESPONSE COVER PAGE) must contain a signature of an authorized representative from your company. This signature indicates you agree to all of the terms and conditions contained within this RFO, and the associated TDDC MSA contract.

Table of Contents Include a Table of Contents that identifies each Response requirement as listed in SECTION 2.B. Attachments and Exhibits to Include in Response. This will be provided by the Respondent.

Respondent’s Certification The Respondent must complete, sign, and submit the Respondent's Certification form with its Response.

ATTACHMENT 4: RESPONDENT’S CERTIFICATION

TDDC MSA General Provisions – Information Technology Acknowledgement TDDC MSA contracts issued by DGS automatically incorporate, by reference, the TDDC MSA Information Technology (IT), DGS PD 403-ITGP (REV. 02/20/2025) EXHIBIT C: INFORMATION TECHNOLOGY GENERAL PROVISIONS NON-CLOUD GOODS & SERVICES, DGS PD 403-ITGP (Revised and Effective 02/20/2025) will be incorporated into the resulting Agreement from this RFO.

By signing the Response Cover Page, the Respondent certifies that they have read EXHIBIT C: INFORMATION TECHNOLOGY GENERAL PROVISIONS NON-CLOUD GOODS & SERVICES, DGS PD 403-ITGP (Revised and Effective 02/20/2025) and agrees to them.

Irrevocable Offer Acknowledgement Respondents’ final offer in response to this RFO shall constitute a firm offer, which shall remain irrevocable for not less than one hundred eighty (180) calendar days following the date responses are due specified in the Key Dates section. In the event of a delay in contract award, a Respondent may extend the expiration date of its firm offer an additional thirty (30) calendar days by written notice to the State. A firm offer differs from acceptance. Acceptance is the Respondent's expression of agreement to the terms of an offer, creating a legally binding contract. Acceptance signifies the Respondent's unconditional agreement to all aspects of the offer, creating a promise between the parties.

This expiration date may be further extended by mutual agreement between the State and the Respondent, in order to accommodate processing time for required approvals and other procurement-related reviews. The State’s execution of a contract from this RFO will not be considered a rejection of any unsuccessful Respondent's firm offer, which other firm offers shall remain irrevocable for the period described above.

The State reserves the right, upon termination of any contract and without initiating a new RFO, to accept any other Respondent's firm offer and form a contract with the other Respondent. The State may continue to terminate and contract with any other Respondents, as described above, until the expiration of all acceptable and firm offers obtained from the original RFO.

By signing the Response Cover Page and submitting a response, the Respondent commits to adhering to this Irrevocable Offer Acknowledgement.

Minimum Qualification Response The Respondent must complete, sign, and submit the Minimum Qualification Response form with its Response.

ATTACHMENT 5: MINIMUM QUALIFICATION RESPONSE

TDDC MSA Agreement All Respondents must have a valid TDDC MSA contract issued by DGS prior to responding to any RFO. Respondents must submit a copy of the agreement with their response to this RFO.

Payee Data Record Form STD 204 and STD 205 The Respondent must complete, sign, and submit the Payee Data Record form STD. 204 with its Response, which is required for payments to all non-governmental entities and will be kept on file at each Agency/state entity. The Respondent must also complete, sign, and submit the Payee Data Record Supplement form STD 205., as applicable.

The forms are available at: https://www.dgs.ca.gov/PD/Forms.

ATTACHMENT 6: PAYEE DATA RECORD

Contractor Certification Clauses (CCC 04/2017) The Respondent must complete, sign, and submit ATTACHMENT 7: CONTRACTOR CERTIFICATION CLAUSES (CCC 04/2017) with its Response, which is required for payments to all non-governmental entities and will be kept on file at each Agency/state entity.

1. Exclusion for Conflict of Interest No consultant shall be paid out of state funds for developing recommendations on the acquisition of information technology (IT) products or services or assisting in the preparation of the project approval lifecycle documents (stages 2, 3, or 4) or feasibility study, while in effect, if that consultant is to be a source of such acquisition or could otherwise directly and/or materially benefit from state adoption of such recommendations or the course of action recommended in the project approval lifecycle documents (stages 2, 3, or 4) or feasibility study. Further, no consultant shall be paid out of state funds for developing recommendations on the disposal of state surplus IT products if that consultant would directly and/or materially benefit from state adoption of such recommendations.

A consultant shall not be eligible to serve as the Prime Contractor or subcontractor pursuant to this request if the Contractor/subcontractor is currently working on the request in an Independent Verification and Validation (IV&V) role.

By signing the Response Cover Page, the Respondent certifies that they agree to the above.

Civil Rights Laws Certification (Required for both Respondent and Subcontractors) Pursuant to PCC § 2010, if a Respondent executes or renews a contract over one-hundred thousand dollars ($100,000) on or after January 1, 2017, the Respondent hereby certifies compliance, by signing and submitting the Civil Rights Laws Certification, ATTACHMENT 8: CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION, with the Response, with the following:

1. California Civil Rights Laws: For contracts over one-hundred thousand dollars ($100,000) executed or renewed after January 1, 2017, the Contractor certifies compliance with the Unruh Civil Rights Act (section 51 of the Civil Code) and the Fair Employment and Housing Act (section 12960 of the Government Code); and Employer Discriminatory Policies: For contracts over one-hundred thousand dollars ($100,000) executed or renewed after January 1, 2017, if a Contractor has an internal policy against a sovereign nation or peoples recognized by the United States government, the Contractor certifies that such policies are not used in violation of the Unruh Civil Rights Act (section 51 of the Civil Code) or the Fair Employment and Housing Act (section 12960 of the Government Code).

Insurance Certifications

1. In accordance with Department of General Services (DGS) Procurement Division, INFORMATION TECHNOLOGY, GENERAL PROVISIONS NON-CLOUD DGS PD 403-ITGP revised and effective 02/20/2025, Section 14.1 INSURANCE, the Contractor must furnish insurance certificate(s) evidencing required insurance coverage acceptable to CDA, including endorsements showing the State as an “additional insured” if required under the Contract. Any required endorsements requested by CDA must be separately provided; merely referring to such coverage on the certificates(s) is insufficient for this purpose.

The Contractor is required to meet the Insurance Requirements as stated in EXHIBIT E: INSURANCE REQUIREMENTS. The Respondent agrees to furnish CDA satisfactory evidence of insurance within ten (10) calendar days of Contract award.

By signing the Response Cover Page, the Respondent certifies that they agree to the above.

1. The Respondent must complete, sign, and submit the Insurance Certification form with its Response.

ATTACHMENT 9: INSURANCE CERTIFICATION

Financial Solvency Certification The Respondent must complete, sign, and submit the Financial Solvency Certification form with its Response.

ATTACHMENT 10: FINANCIAL SOLVENCY CERTIFICATION

Non-Disclosure Certificate The Respondent must complete, sign, and submit the Non-Disclosure Certificate form with its Response.

ATTACHMENT 11: NON-DISCLOSURE CERTIFICATE

GenAI Technology Use & Reporting The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI tools, while balancing the risks of these new technologies.

Bidder / Offeror 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 Definitions for GenAI.

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

Upon notification by a Bidder / Offeror 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 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.

Proof of Small Business and/or Disabled Veteran Business Enterprise Certification If the Respondent is currently a certified small or micro business or Disabled Veteran Business Enterprise (DVBE), include a copy of the certification letter issued by DGS.

If the letter cannot be supplied, please include a printout from the DGS’s Office of Small Business & Disable Veteran Business Enterprise Services (OSDS) website (https://caleprocure.ca.gov/pages/PublicSearch/supplier-search.aspx?psNewWin=true) to prove the Respondent’s current active status.

The State will verify that SB/DVBE certifications are valid at the time the Response is due. In accordance with California Government Code (GC) section 14837(d) and California Military and Veterans Code Section 999, all SB and DVBE Contractors, subcontractors and suppliers that bid on or participate in a state contract shall perform a Commercially Useful Function (CUF) (ATTACHMENT 14: COMMERCIAL USEFUL FUNCTION (CUF)).

Bidder Declaration The Respondent must complete and submit ATTACHMENT 12: BIDDER DECLARATION GSPD 05-105 with its response. When completing the declaration, the Respondent must identify all subcontractors proposed for participation in the Contract. The contractor awarded the Contract is contractually obligated to use the subcontractors for the corresponding work identified, unless the Agency/state entity agrees to a substitution and it is incorporated, in writing. If the respondent is not using subcontractors, the respondent must still complete ATTACHMENT 12: BIDDER DECLARATION GSPD 05-105, answering the applicable questions on the form, and submit it with its response.

The form is available at: https://www.documents.dgs.ca.gov/DGS/FMC/GS/PD/GSPD05-105.pdf Disabled Veteran Business Enterprise (DVBE) Declaration Form DGS PD 843 (if applicable) The disabled veteran (DV) owner(s) and DV manager(s) of a state certified DVBE must complete this declaration and submit with their Response when a DVBE contractor or subcontractor provides materials, supplies, services or equipment [Military and Veterans Code section 999.2].

This form is available at https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf.

At CDA’s option prior to award, Respondents responding to this RFO may be required to submit additional written clarifying information. Failure to submit the requested written information as specified may be grounds for response rejection.

ATTACHMENT 13: DISABLED VETERAN BUSINESS ENTERPRISE DECLARATIONS

Commercially Useful Function (CUF) All certified small business, micro-business, and/or DVBE Contractors, subcontractors or suppliers must meet the commercially useful function requirements under Government Code Section 14837 (for SB), Military and Veterans Code Section 999 (for DVBE), and Title II California Code of Regulations, Section 1896.4 and 1896.62.

A Contractor, subcontractor, or supplier will not be considered to perform a commercially useful function if the Contractor’s, subcontractor(s), or supplier’s role is limited to that of an extra participant in the transaction, the awarded Contract, or project through which funds are passed to obtain the appearance of small business or micro business participation.

The Respondent must complete the CUF Certification for each Small Business and/or DVBE (Respondent and/or subcontractor(s). All Respondents and subcontractors identified in the proposal response to fulfill the requirements for one (1) or more of the socio-economic programs (DVBE and small business) must perform a CUF in the resulting Contract. CUF is defined pursuant to Military and Veterans Code §999(b)(5)(B) and Government Code §14837(d)(4)(A) for the DVBE and small business programs, respectively.

ATTACHMENT 14: COMMERCIAL USEFUL FUNCTION (CUF)

Technical Requirements This subsection contains the mandatory qualifications pertaining to the required services that must be met in order to be considered responsive and responsible to this request. In addition to meeting these requirements, the Respondent must adhere to the Statement of Work (SOW) as described in EXHIBIT A: STATEMENT OF WORK.

1. Client References

(1) The purpose of the client reference requirement is to provide the State with the ability to assess the Respondent’s experience in providing similar or relevant services to other organizations through a satisfaction rating provided by the Respondent’s previous project clients. The description of their projects 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.

(2) The state requires that the Respondent provides a completed Client Reference Form from three (3) customers where the Respondent has provided timely and effective services or deliverables working on projects that represent work similar in nature to the services requested in this RFO and are within the last five (5) years of the Response Due Date.

(3) ATTACHMENT 15: RESPONDENT CLIENT REFERENCE FORM must be completed in its entirety. The client’s reference contact should be someone who performed a management or supervisory role on the referenced project. All three (3) client references may be contacted to verify and validate the information on the client reference form.

(4) Reference Contact Person: The Client Reference contact person must 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.

(5) Note: References from any CDA staff will not be accepted.

Key Staffing

(1) The State will review the TDDC MSA labor categories for classification qualifications to determine if each proposed staff(s) meets the experience and education requirements for their designated classification(s).

(2) The Respondent must complete and submit, as part of its response, ATTACHMENT 16: KEY STAFF QUALIFICATIONS FORM for each proposed staff. The Respondent must provide complete information to confirm that each of the proposed staff possesses the experience and qualifications as specified for their project role described in EXHIBIT A: STATEMENT OF WORK, SECTION 9 KEY STAFF QUALIFICATIONS AND SKILLS.

(3) The Respondent may cite as many projects as required per proposed staff to meet the requirements. It is incumbent upon the Respondent to provide enough detail in the response for the state to assess the Respondent’s proposed staff’s ability to meet the requirements and perform the services as described in this RFO and EXHIBIT A: STATEMENT OF WORK.

(4) The Respondent is fully responsible for all necessary staffing resources to successfully implement the OCM within the agreed upon schedule and to perform to the standards set forth in the SOW.

Key Staff References

(1) The purpose of the staff reference requirement is to provide the State with the ability to assess the staff’s experience in providing similar or relevant services to other organizations through a satisfaction rating provided by the staff’s previous clients. The description of their projects 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 ATTACHMENT 17: KEY STAFF REFERENCE FORM. The staff’s reference contact should be someone who performed a management or supervisory role on the referenced project. References must be external to a Respondent’s organization and corporate structure.

(2) The Respondent must complete and submit as part of its Response, ATTACHMENT 17: KEY STAFF REFERENCE FORM. The Respondent must submit a completed Staff Reference Form for each project cited in each applicable ATTACHMENT 16: KEY STAFF QUALIFICATIONS FORM.

(3) Reference Contact Person: The Client Reference contact person must be willing and able (i.e., familiar with what transpired, not bound by confidentiality, etc.) to answer questions that validate the information on the submitted form.

(4) Note: References from any CDA staff will not be accepted.

Understanding and Approach

(1) Respondents must provide a narrative describing their understanding and approach to the performance of the work described in this RFO and EXHIBIT A: STATEMENT OF WORK.

(2) Respondents must address the following questions on ATTACHMENT 18: UNDERSTANDING & APPROACH and provide examples from the Respondent’s previous project experience.

(3) See ATTACHMENT 18: UNDERSTANDING & APPROACH for further requirements and instructions.

(4) Respondents must submit their Understanding & Approach as ATTACHMENT 18: UNDERSTANDING & APPROACH with their response to this RFO.

(5) In preparing the response to the Understanding & Approach, do not simply restate or paraphrase information in this RFO and the SOW. Describe or demonstrate, in the Respondent’s own words, the information required in ATTACHMENT 18: UNDERSTANDING & APPROACH.

(6) The narrative will be assessed and scored by the State review team. Respondents must provide a narrative, not to exceed two (2) pages in length and shall be Americans with Disabilities Act (ADA) compliant (See SECTION 12. ADA COMPLIANCE).

Cost Requirements This is a deliverables-based contract. All services performed under the Agreement shall be provided through fixed-price Deliverable Expectation Document (DED) or Work Order Authorization (WOA). The Respondent is responsible for performing all tasks and responsibilities and providing all services identified in the resulting agreement at the rates provided on EXHIBIT B: COST WORKSHEET. The hourly rates for these services included in EXHIBIT B: COST WORKSHEET are those that the Respondent must provide for the term of the Contract as identified in the SOW, which consists of all costs for the optional year(s). Respondents must provide individual costs as indicated in the cost worksheet and submit it with their Response.

a) Response Costs - All costs and expenses incurred by each respective Respondent are the sole responsibility of that respective Respondent and cannot be charged to CDA.

b) All submissions must use the provided template (EXHIBIT B: COST WORKSHEET). The Respondent must guarantee the rates stated in its submitted response will not increase during the term of this contract.

c) Responses should include costs to ensure documents produced through the project are ADA accessible. This includes documents and the facilitation of forums/meetings for stakeholder engagement.

d) Completion Instructions

(1) The cost worksheet must be completed by the Respondent and submitted with its Response to be considered responsive. The cost worksheet lists all cost elements required to provide the requested services. The Respondent must include the completed cost worksheets in EXHIBIT B: COST WORKSHEET.

(2) The Respondent must complete all yellow highlighted cells in the Cost Worksheet with the requested information for their response to be considered responsive.

(3) The estimated number of hours for each role may be different within the contract in connection with the contract's defined work. However, the overall OCM Contract Assessment Total will be the maximum value used for the Awarded Base Contract and may not exceed the amount of nine hundred nine thousand, nine hundred dollars ($909,900), for the base contract term. Additionally, the maximum amount payable under this contract for optional extension years shall not exceed the original contract amount.

(4) The Respondent is required to enter all cost data in the format prescribed by the cost worksheet, even if there are no costs for the item indicated on the worksheet. In these instances, the Respondent must indicate the cost as a zero ($0). In addition, if any character other than a numeral is used (e.g., a dash), the state will assume the cost of the item to be zero ($0). All other fields must not be modified. If the cost worksheet is modified or cells are left blank, the state may reject the response. The cost worksheets must be filled out completely or the response may be rejected.

(5) The State has populated some of the cells with formulas, however it is the responsibility of the Respondent to ensure worksheets and calculations are correct and accurate. The State will not assume responsibility for any cost figures that do not calculate properly. Cells highlighted in yellow, indicate the cells in which the Respondent must enter its cost.

(6) Hourly Labor Rates: The Respondent must complete EXHIBIT B: COST WORKSHEET with the hourly rate for each classification. Refer to the Key Staffing section of the SOW for staffing requirements. The Respondent must provide an hourly rate for each of the proposed staff.

Attachments and Exhibits To Include in Response Responses shall include the documents identified below:

1. Response Submission Checklist (ATTACHMENT 2)

1. Response Cover Page (ATTACHMENT 3) Table of Contents (provided by Respondent) Respondent’s Certification (ATTACHMENT 4) Minimum Qualification Response (ATTACHMENT 5) TDDC MSA Agreement (Provided by Respondent) Payee Data Record (STD 204) (ATTACHMENT 6) Contractor Certification Clauses (CCC 04/2017) (ATTACHMENT 7) California Civil Rights Certification (ATTACHMENT 8) Insurance Certifications (ATTACHMENT 9) Financial Solvency Certification (ATTACHMENT 10) Non-Disclosure Certificate (ATTACHMENT 11) Generative Artificial Intelligence (GenAI) Reporting (provided by Respondent) Proof of Small Business and/or Disable Veteran Business Enterprise Certification, if applicable (provided by Respondent) Bidder Declaration Form (GSPD-05-105) (ATTACHMENT 12) Disabled Veteran Business Enterprise (DVBE) Declarations Form, if applicable (ATTACHMENT 13) Commercial Useful Function (ATTACHMENT 14) Client’s References (ATTACHMENT 15) Key Staff Qualifications (ATTACHMENT 16) Key Staff References (ATTACHMENT 17) Understanding and Approach (ATTACHMENT 18) Cost Worksheets (Signed Word and Excel versions) (ATTACHMENT 19 and EXHIBIT B: COST WORKSHEET) Submission Instructions These instructions describe the submission format and the approach for the development and presentation of submission data. Format instructions and all requirements and questions in the RFO must be responded to, and all requested data must be supplied.

It is the Respondent’s responsibility to ensure its submission is submitted in a manner that enables the State Assessment Team to easily locate response descriptions and exhibits for each requirement. Page numbers must be located in the same page position throughout the response. Figures, tables, charts, etc. must be assigned index numbers and must be referenced by the numbers in the response text and in the submission Table of Contents. Figures must be placed as close to the text references as possible.

Responses must be received by the RFO Responses Due Date and Time as referenced in SECTION 1.D. KEY DATES. Late receipt of a response may cause the State to deem a respondent nonresponsive.

Responses must be submitted in an electronic format (soft copy) as directed in SECTION 3.A. RESPONSE SUBMISSION INSTRUCTIONS

1. Response Submission Instructions All offers shall be submitted via email following the instructions listed in a) below.

1) ALL OFFERS MUST BE SUBMITTED VIA EMAIL TO:

bmspurchasing@aging.ca.gov SUBJECT: SUBMITTAL – RFO-2526-04- MSSP Organizational Change Management – [Offeror Name]

2) Offers should provide straightforward and concise descriptions of the offering firm’s ability to satisfy the requirements of this RFO.

3) If the offer is made under a fictitious name or business title, the actual legal name of the offering firm must be provided.

4) All offers must include signatures on the following documents: Offer/Offering firm Certification Sheet, Contractor Certification Clauses, and any other documents specified in this RFO.

5) Offers which do not include the documents identified in the Offer Checklist will be deemed non-responsive and will be rejected.

6) The emailed Offer(s) must be received no later than the due date and time listed in Section 1.D – Key Action Dates.

7) The emailed offer must be sent with your request for a read-receipt from the recipient (so that you know it was received).

8) The emails submissions will not be opened until after the 5:00 PM PST deadline. If emailed offers are received after 5:00 PM PDT they will not be opened or evaluated.

9) Emailed offers must not be encrypted or otherwise password protected. To meet email size limits, offers may need to be split into several emails. If multiple emails must be sent to not exceed size limits, Respondent must mark each email with an indicator (i.e. "SUBMITTAL - RFO-2526-04 MSSP Organizational Change Management – Offeror Name – Email 1 of 3"), along with a summary in the body of the email of what attachments are included in the email.

10) All offers submitted must clearly and legibly show the name and address of the Offeror’s firm.

11) It is the Offeror’s responsibility to ensure that their offer is submitted in a manner that enables the CDA to easily locate all response descriptions and exhibits for each requirement of this RFO.

12) Offers must be submitted for the entire service described within the Scope of Work. Deviations from the specifications will not be considered and will be cause for rejection of the offer.

13) CDA does not accept alternate language from the offering firm. An offer with such language will be considered a counteroffer and will be rejected. The State’s General Terms and Conditions (GTC) are not negotiable.

14) Costs for developing offers and preparation of award of the Contract are entirely the responsibility of the offering firm and will not be chargeable to CDA.

15) Paper submissions will not be accepted. The electronic documentation sent via this email transmission shall not be altered in any manner. The State’s copy of the electronic documentation developed for this RFO is for the purpose of issuing a binding contract and shall be considered the ORIGINAL.

Signature Requirements

1) All documents requiring a signature must bear an electronic/digital signature or wet signature of a person authorized to bind the offering firm/organization. For purposes of electronic or digital signatures, California recognizes their legal validity and enforceability under the Uniform Electronic Transactions Act (UETA), codified at Civil Code sections 1633.1 to 1633.17, which permits the use of electronic signatures, including government contracts.

2) An individual who is authorized to contractually bind the Offeror shall sign the ATTACHMENT 14: RESPONDENT CERTIFICATION SHEET. The signature must indicate the title or position that the individual holds in the firm. An unsigned offer may be rejected. It is the responsibility of the Offeror to ensure that the individual signing is properly authorized to bind the firm contractually, and failure to include proper signature(s) may result in the offer being deemed non-responsive.

3) Electronic/digital signatures or wet signatures of individuals authorized to bind the Offeror are required.

4) All documents requiring a signature must bear the original signature of a person authorized to bind the offering firm. An individual who is authorized to bind the Offeror contractually shall sign the ATTACHMENT 14: RESPONDENT CERTIFICATION SHEET. The signature must indicate the title or position that the individual holds in the firm. An unsigned offer may be rejected.

General Contents

1) Responses shall include all the documents identified in SECTION 2.B. ATTACHMENTS AND EXHIBITS.

2) Responses must provide straightforward and concise descriptions of the Respondent's ability to satisfy the requirements of this RFO. The response must be complete and accurate. Omissions, inaccuracies, or misstatements will be sufficient cause for rejection of a response.

3) Responses must be submitted for the performance of all the services described herein. Any deviation from the work specifications will not be considered and shall cause a response to be rejected.

4) A response shall be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. The State may reject any or all responses and may waive an immaterial deviation in response. The State’s waiver of an immaterial deviation or defect shall in no way modify the RFO document or excuse the Respondent from full compliance with all requirements if awarded the agreement.

5) Before submitting a response to this request, Respondents should review, correct all errors, and confirm compliance with the RFO requirements.

General Considerations

1) No verbal understanding or agreement shall be binding on either party.

2) Costs for developing responses in anticipation of award of the agreement are entirely the responsibility of the Respondent and shall not be charged to the State of California.

Withdrawing and Resubmitting

1) Respondents may modify a response after its submission by withdrawing their original response package and resubmitting a new response package to the Procurement Official prior to the RFO submission deadline. Respondents’ modifications offered in any other manner, verbal or written, will not be considered.

2) Respondents may withdraw their response by submitting a written withdrawal request to the Procurement Official email address listed in SECTION 1.E. PROCUREMENT OFFICIAL, signed by the Respondent or an authorized agent. A Respondent may thereafter submit a new response package prior to the RFO submission deadline.

3) Responses may not be withdrawn without cause after the RFO submission deadline. Communications will be sent to the Procurement Official email address listed in SECTION 1.E. PROCUREMENT OFFICIAL. The following MUST be included in the subject line: RFO - 2425-04 MSSP Organizational Change Management.

4) A copy of any Response submitted in response to this RFO may be returned only at the applicant’s expense, unless the State, in its sole discretion, should waive such expense.

Modification and Rejections

1) The State may modify the RFO prior to the Response due date and time, by the issuance of an addendum to all parties who received a request package.

2) The State reserves the right to reject all responses. The State is not required to award an agreement pursuant to this RFO.

3) If all responses are too high, the State is not required to award a Contract.

4) Respondents are cautioned not to rely upon the State during the evaluation to discover and report all defects and errors in the response documents. Responding firms should carefully proofread documents for errors and adherence to the RFO requirements prior to response submittal.

5) The responses submitted, including costs, will become public in accordance with the California Public Records Act when the State has completed its assessment and has selected a contractor.

6) If a Respondent believes that one or more of the RFO requirements are onerous, unfair, or imposes unnecessary constraints on the Respondent in proposing less costly or alternate solutions, the Respondent may request a change to the RFO by submitting, in writing, the recommended change(s) and the facts substantiating this belief and reasons for making the recommended change. Such requests must be submitted to the Procurement Official email address listed in SECTION 1.E. PROCUREMENT OFFICIAL by the date specified in SECTION 1.D. KEY DATES – "Respondent Questions Due." Such changes will be made at the sole option of the State. If the State determines that any requested change is in the best interest of the state, all Respondents will be notified of the change by the issuance of an Addendum to this RFO (without revealing the identity of the Respondent who requested the change).

7) A response submitted with alternate contract language will be considered a counteroffer and will be rejected. The State of California’s General Terms and Conditions are not negotiable. Respondents are hereby advised that offers of alternate contract language or attempts to negotiate the State of California’s Terms and Conditions after the selection of a contractor shall be considered a counteroffer for the purposes of this request. In such a situation, the State shall notify the contractor that they must accept the state’s language and terms as offered or be disqualified from being awarded a contract.

8) Should a contractor fail to accept the language and terms offered, the State shall disqualify that vendor and award the contract to another Respondent.

9) No more than one offer from an individual, firm, partnership, corporation, or association under the same or different names will be considered. Reasonable grounds for believing that any responding firm has submitted more than one offer for the work contemplated herein will cause the rejection of all offers submitted by that firm. If there is reason to believe that collusion exists among the responding firm, none of the participants in such collusion will be considered in this or future procurements.

Response Review and Selection Process A multiple-stage process will be used to review and/or rate responses. Responses that do not comply with the mandatory components stipulated in this RFO may be deemed non-compliant and the Respondent disqualified. CDA may reject any response found to be non-compliant at any stage of the review. The State reserves the right to modify or cancel this procurement in its entirety or in part at any time.

The Respondent is required to thoroughly review the RFO to ensure that its response is fully compliant with the RFO requirements and thereby avoid the possibility of being…