RFO24ITS0892-UniformAdministrativeReq.BA.pdf

STATE OF CALIFORNIA GAVIN NEWSOM, Governor

PUBLIC UTILITIES COMMISSION

505 VAN NESS AVENUE

SAN FRANCISCO, CA 94102-3298

REQUEST FOR OFFER

Notice to Prospective CMAS Contractors

Uniform Administrative Requirements Business Analyst

RFO #: 24ITS0892

August 22, 2025

Offerors are invited to review and respond to this Request for Offer (RFO) #24ITS0892. In submitting a response to this RFO, Offerors must comply with the instructions found herein. The specific services required are defined in the attached Exhibit A, Statement of Work (SOW). By submitting an Offer, Offerors agree to the terms and conditions stated in this RFO and your California Multiple Awards Schedule (CMAS) Contract.

Questions regarding this RFO must be sent via email by the date/time stated in the Key Action Dates, in Section 3, page 3, in this solicitation. An official response will be released to all interested Offerors via a Question-and-Answer document. Submit questions via email to ITSolicitations@cpuc.ca.gov with the subject line “RFO #24ITS0892”.

Verbal information given will not be binding upon the State unless such information is also issued in writing as an official addendum.

Reasonable Accommodation:

To comply with the non-discrimination requirements of the Americans with Disability Act (ADA), it is the policy of the State to make every effort to ensure that its programs, activities and services are available to all persons, including persons with disabilities. For persons with a disability needing a reasonable modification to participate in the procurement process, or for persons having questions regarding reasonable modifications for the procurement process, you may notify the CPUC by emailing ITSolicitations@cpuc.ca.gov. To ensure that we can meet your need, submit your request for reasonable modification at least five (5) business days before the scheduled event or due date listed in the Key Action Dates, in Section 3, page 3, in this solicitation.

mailto:ITSolicitations@cpuc.ca.gov

State of California Uniform Administrative Requirements Business Analyst California Public Utilities Commission RFO # 24ITS0892

Table of Contents

REQUEST FOR OFFER (RFO)

1. PURPOSE AND BACKGROUND

2. TERM OF CONTRACT

3. KEY ACTION DATES

4. GENERAL PROVISIONS – INFORMATION TECHNOLOGY

5. QUESTIONS

6. SUBMISSION OF OFFER AND CONTENT REQUIREMENTS

7. RFO RESPONSE CONTENT

8. OFFER ASSESSMENT PROCESS

9. DISPOSITION OF OFFERS

10. IRREVOCABLE OFFER ACKNOWLEDGEMENT

11. SELECTION REQUIREMENTS AND INFORMATION

ATTACHMENT 1 – COVER PAGE

ATTACHMENT 2 – PAYEE DATA RECORD (STD. 204)

ATTACHMENT 3 – BIDDER DECLARATION FORM (GSPD-05-105)

ATTACHMENT 4 – GENAI DISCLOSURE FORM

ATTACHMENT 5 – RESPONSE TO STATEMENT OF WORK

ATTACHMENT 6 – COST WORKSHEET

ATTACHMENT 7 – DISABLED VETERAN BUSINESS ENTERPRISE DECLARATIONS

ATTACHMENT 8 – CIVIL RIGHTS LAWS CERTIFICATION

ATTACHMENT 9 – SUMMARY OF APPLICABLE ENGAGEMENTS

SAMPLE CONTRACT

EXHIBIT A – Statement of Work

1. OBJECTIVE

2. TERM/PERIOD OF PERFORMANCE

3. PROJECT REPRESENTATIVES

4. KEY STAFF

5. DELIVERABLES

6. DELIVERABLE FORMAT

7. WORK AUTHORIZATION DOCUMENT

8. DELIVERABLE ACCEPTANCE DOCUMENT

9. PERFORMANCE

California Public Utilities Commission RFO # 24ITS0892

10. PROBLEM ESCALATION

11. UNANTICIPATED TASKS

12. CONTRACTOR RESPONSIBILIES

13. STATE RESPONSIBILITIES

14. REASSIGNMENT OF STAFF

15. INSURANCE REQUIREMENTS

16. TERMINATION FOR DEFAULT

17. OTHER CONTRACT CONSIDERATIONS

EXHIBIT A.1 – RESUMES

EXHIBIT A.2 – PROPOSED RESOURCE QUALIFICATION FORM

EXHIBIT A.3 – PROPOSED RESOURCE REFERENCE FORM

EXHIBIT A.4 – PERSONNEL CHANGE ORDER REQUEST FORM

EXHIBIT A.5 – WORK AUTHORIZATION

EXHIBIT A.6 – DELIVERABLE ACCEPTANCE DOCUMENT

EXHIBIT B – BUDGET DETAIL AND PAYMENT PROVISIONS

1. INVOICING AND PAYMENT

2. STATE BUDGET CONTINGENCY CLAUSE

3. PROMPT PAYMENT CLAUSE

4. FINAL BILLING

EXHIBIT B.1 – COST WORKSHEET

EXHIBIT C – INFORMATION SECURITY PROVISIONS

EXHIBIT D – GENAI DEFINITIONS AND DISCLOSURES

California Public Utilities Commission RFO # 24ITS0892

REQUEST FOR OFFER (RFO)

1. PURPOSE AND BACKGROUND

The State of California, California Public Utilities Commission (CPUC), hereinafter referred to as the “CPUC” or “State,” requires the services of a Contractor to provide support for updates, project management, system enhancements, operations, and ongoing maintenance of the Grant Management System built on the Salesforce platform, specifically in relation to Capital Projects Fund (CPF) grant administration.

2. TERM OF CONTRACT

The period of performance for the Contract shall be two (2) years from the date the Contract is executed.

The State reserves the option to extend the term of the Contract at its sole discretion for one (1) additional twelve (12) month term at the original rates assessed and considered via amendment, as long as the California Multiple Awards Schedule (CMAS) allows the amendment.

The Contractor shall not be authorized to deliver goods or commence performance of services described in the Exhibit A - SOW prior to the Effective Date. Any delivery of goods or performance of services by the Contractor commenced prior to the Effective Date shall be considered gratuitous on the part of the Contractor.

Consistent with the terms and conditions of the CMAS. Contract, and upon mutual consent, the CPUC and the Contractor may execute written amendments for changes to this Contract that were assessed and considered.

3. KEY ACTION DATES

All Offerors are advised of the following schedule and will be expected to adhere to the required dates and times. Selection of any Offeror pursuant to this RFO is dependent upon management approval, and the availability of State funds. Dates are estimated and may be extended as necessary.

Event Date/Time RFO Release Date August 22, 2025 Written Question Submittal Deadline August 28, 2025, 12:00 PM (PT) State’s Response to Written Questions August 29, 2025, Submission of RFO Responses September 8, 2025,12:00 PM (PT) Review of Offers Begins September 8, 2025 Notification of Selection Week of September 8, 2025 Anticipated Contract Start Date September 15, 2025

4. GENERAL PROVISIONS – INFORMATION TECHNOLOGY

By submitting an Offer, Offerors agree to the terms and conditions stated in the CMAS Terms and Conditions – Information Technology 03/01/2023, which can be located here: CMAS Terms and Conditions IT 03012023.pdf

By submitting an Offer, Offerors agree to the terms and conditions stated in the approved CMAS Contract.

California Public Utilities Commission RFO # 24ITS0892

By submitting an Offer, Offerors agree to the terms and conditions stated in Exhibit C – Information Security Provisions.

5. QUESTIONS

Offerors requiring clarification of the intent, terms and conditions, content of this RFO, and/or on procedural matters regarding the competitive RFO process, may request clarification by submitting questions in accordance with the Key Action Dates in an email to ITSolicitations@cpuc.ca.gov with a subject line of “Questions - Business Analysis and Uniform Administrative Requirements RFO #24ITS0892". All questions must be submitted using the following format:

Item Section Reference Respondent Question

Example: 1 Example: Section 3. Key Action Dates

Example: What is meant by…?

If an Offeror submits a question after the scheduled Written Question Submittal Deadline date, the CPUC will attempt to answer the question but does not guarantee that the answer will be given prior to the Submission of RFO Responses due date. Question and answer sets will be provided to all ns without identifying the submitters. At the sole discretion of the CPUC, questions may be paraphrased for clarity.

An Offeror who desires clarification or further information on the content of the solicitation, but whose questions relate to the proprietary aspect of that Offeror’s response and which, if disclosed to other Offerors, would expose that Offeror’s response, may submit such questions in the same manner as above, with “CONFIDENTIAL” added to the email subject line. The questions must be received prior to the scheduled Written Question Submittal Deadline date specified in the Section 3: Key Action Dates of this RFO to ensure a response. The Offeror must explain why any questions are sensitive in nature. If the CPUC 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 CPUC does not concur with the proprietary aspect of the question, the question will not be answered in this manner, and the Offeror will be so notified.

6. SUBMISSION OF OFFER AND CONTENT REQUIREMENTS

Offers should provide straightforward and concise descriptions of how the Offerors propose to satisfy the requirements of this RFO. The offer should be complete and accurate. Electronic signatures are accepted per DGS Management Memo 20-07. Omissions, inaccuracies, or misstatements may be sufficient cause for rejection of an offer. NOTE: Offers will ONLY be accepted from Offerors authorized on the approved

CMAS.

A. Electronically submit (1) copy to: ITSolicitations@cpuc.ca.gov . The subject line must include “RFO #24ITS0892/Offeror Name”.

B. Offers must be submitted for the performance of all the services described herein. Any deviation from the work specifications will not be considered and will cause an offer to be rejected.

C. An offer may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. CPUC may reject any or all offers and may waive any immaterial deviation in an offer. CPUC’s waiver of immaterial deviations shall in no way modify the RFO document or excuse the Offeror from full compliance with all requirements if awarded the Contract.

D. The Offeror shall provide all necessary information for the CPUC to assess the offer, verify requested information, and determine the Offeror’s ability to perform the tasks and activities defined in the SOW.

California Public Utilities Commission RFO # 24ITS0892

E. Any documentation submitted that has been marked “confidential” or “proprietary” shall be noted in the assessment documentation. However, marking a document "confidential" or "proprietary" in an offer will not prevent that document from being released, as a public record, unless a court of competent jurisdiction has ordered the State to not release the document. All documents submitted in response to this RFO will become the property of the State of California and are subject to the California Public Records Act, GC section 6250 et seq., the California Evidence Code and other applicable State and Federal law. Offeror has the right to withdraw its offer.

F. Costs incurred for developing offers and in anticipation of award of the Contract are entirely the responsibility of the Offeror and shall not be charged to CPUC.

G. An Offeror may modify an offer after its submission by withdrawing its original offer and resubmitting a new offer prior to the Final Date for Submission of Offers deadline as set forth in the Key Action Dates.

Offer modifications made in any other manner, oral or written, will not be considered.

H. Issuance of this RFO in no way constitutes a commitment by the State of California to award a Contract. CPUC reserves the right to reject any or all offers received if the CPUC determines that it is in the CPUC’s best interest to do so. Assumptions made by the Offeror in responding to this RFO do not obligate CPUC in any way. Additionally, assumptions may make the offer conditional and cause the offer to be rejected. Offers to this RFO will be assessed based on determining the best value to the State offer; and the selection, if made, will be to a single Offeror.

I. The specific tasks associated with this RFO are included in the Exhibit A - SOW section. The SOW and Offeror’s offer to this RFO will be made a part of the Contract.

J. If an Offeror discovers any ambiguity, conflict, discrepancy, omission, or any other errors in this RFO, the Offeror shall immediately provide written notice to the CPUC of such error and request clarification or modification. Offerors that 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.

K. Before submitting an Offer for this solicitation, Offerors should review, correct all errors, and confirm compliance with the RFO requirements.

L. CPUC does not accept alternate Contract language from a prospective Offeror. An offer with such language will be considered a counteroffer and will be rejected. The State’s General Provisions are not negotiable.

M. No oral understanding or agreement shall be binding on either party.

N. All Offerors shall ensure their compliance with the approved CMAS. Terms and Conditions that apply to conflicts of interest and follow-on contracts before submitting their Offer.

7. RFO RESPONSE CONTENT

This section specifies the content of each offer. Assemble the materials in each offer in the following order.

A. ADMINISTRATIVE REQUIREMENTS

This subsection contains the mandatory administrative requirements that must be met to be considered responsive to this solicitation.

i. Cover Page

A cover page, Attachment 1, must contain the signature of an authorized representative from your company. This signature indicates the Offeror agrees to all the terms and conditions contained with this RFO, and the associated the approved CMAS Contract.

ii. Payee Data Record (STD 204)

California Public Utilities Commission RFO # 24ITS0892

Offerors must complete Attachment 2 – Payee Data Record (STD 204) form, which is accessible electronically, under Office of State Publishing (OSP) Standard forms, STD 204, at:

http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf.

iii. Bidder Declaration Form (GSPD-05-105)

Offerors must include a completed copy of the Attachment 3 - Bidder Declaration Form with their Offer. The form can be found at: http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf.

iv. Generative artificial intelligence (GenAI) Disclosure Form (CPUC 1000A)

All respondents must include a completed Attachment 4 – Generative Artificial Intelligence (GenAI) Disclosure Form (CPUC 1000A) with their Offer.

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.

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.

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 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.

v. CMAS Contract Documents

Provide one (1) complete copy of the Offeror’s signed and current CMAS Contract, including all terms and conditions. Offeror must include Base GSA Schedule face page and only applicable GSA pages for line items pertaining to the Offer (including labor category with hourly rates). CMAS Contracts issued by the Department of General Services (DGS) automatically incorporate, by reference, the CMAS General Provisions – Information Technology (GSPD-401IT-CMAS). Offeror’s GSPD-401IT-CMAS will be incorporated into the resulting Contract by reference.

vi. Small Business and/or Disabled Veteran Business Enterprise Certification

If applicable, provide the Offeror’s Small Business (SB), Micro Business (MB), and/or Disabled Veteran Business Enterprise (DVBE) Certification with the offer.

vii. Disabled Veteran Business Enterprise Declarations (DGS PD 843)

If applicable, Offerors that have been certified by California as a DVBE must also submit a completed Attachment 7 - DGS PD 843 form (Disabled Veteran Business Enterprise Declaration/Certification). All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form. The completed form must be included with the Offer. At the State’s option prior to selection, Offerors responding to an RFO may be required to submit additional written clarifying information. Failure to submit the requested written information as specified may http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

California Public Utilities Commission RFO # 24ITS0892 be grounds for offer rejection. This form is available at https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf.

viii. Civil Rights Laws Certification

If applicable, complete Attachment 8 - Civil Rights Laws Certification.

Pursuant to Public Contract Code section 2010, if a Bidder executes or renews a Contract over $100,000 on or after January 1, 2017, the Offeror hereby certifies compliance with the following:

1.) CALIFORNIA CIVIL RIGHTS LAWS: The Bidder 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).

2.) EMPLOYER DISCRIMINATORY POLICIES: If a Bidder has an internal policy against a sovereign nation or peoples recognized by the United States government, the Bidder 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).

This form is available at https://www.dgs.ca.gov/-/media/Divisions/OLS/Forms/CALIFORNIA-CIVIL- RIGHTS-LAWS-ATTACHMENT.pdf.

B. TECHNICAL REQUIREMENTS

This subsection contains the mandatory qualifications pertaining to the required services that must be met to be considered responsive and responsible to this solicitation. In addition to meeting these requirements, the Offeror must adhere to Exhibit A - SOW.

i. Response to SOW

To enable the effective review and comparison of Offers received under this RFO, Offerors are requested to submit Attachment 5 - Response to Statement of Work and adhere to a standard structure in developing their detailed narratives in response to the RFO.

The narratives must adhere to the same structure and outline of this RFO and use the same numbering scheme and headings for offer sections. Narratives should explain how deliverables will be executed. Where additional information is felt to be appropriate or necessary, Offerors are requested to include this information in appendices to their offers, and to refer to this information within the appropriate sections of their offer.

The response to the SOW must provide a point-by-point response to all items and sub items included in Exhibit A - Statement of Work (SOW), Section 5. Identify each deliverable when responding.

1) Font should be Arial, Size 12 and single spaced. The response shall not exceed 100 pages.

2) Overview of required deliverables and outcomes.

3) Description of approach, methodology and strategies of how each deliverable will be performed.

4) Schedule with a timeline for each deliverable, for the project duration, including any sub deliverable to complete the deliverable, and due dates for each deliverable.

ii. Summary of Applicable Engagements

Offerors must provide a summary of at least two (2) applicable engagements undertaken by the Offeror’s Firm, with similar deliverables and with the same or similar resources being offered.

Sample tasks are strongly preferred, but not required. References for these engagements must be https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Forms/CALIFORNIA-CIVIL-RIGHTS-LAWS-ATTACHMENT.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Forms/CALIFORNIA-CIVIL-RIGHTS-LAWS-ATTACHMENT.pdf

California Public Utilities Commission RFO # 24ITS0892 provided for these engagements and included on Attachment 9 – Summary of Applicable Engagements.

iii. Personnel Resumes

Provide an Exhibit A.1 - Resume for each proposed resource, demonstrating minimum qualifications and relevant experience and skills, along with an explanation for how each resource role will contribute to the project. Resumes must follow the instructions below:

• The resumes must include the Proposed Resource’s name, role, and their relevant experience specific to this Contract, beginning with the most recent. Experience must be organized by project, assignment, or employer. For each such engagement, including the following:

(i) Project or Engagement Title

(ii) Beginning and Ending Dates of referenced engagement

(iii) Job Title or Position

(iv) Scope of Responsibilities

(v) Skills utilized or experience attained during this period that match the Minimum Qualifications (MQs) listed in the Exhibit A.2 - Proposed Resource Qualification Form.

• The length of each resume is not to exceed 3 pages. Font should be Arial, size 12 and single spaced.

• If a sub-contractor is being used, the Offeror will provide an Exhibit A.1, Exhibit A.2 and Exhibit A.3 – Proposed Resource Reference Form for each sub-contractor utilized to fulfill the requirements of the resulting Contract.

iv. Proposed Resource Qualification Form

The offer must include a completed Exhibit A.2 – Proposed Resource Qualification Form for each individual proposed resource. The proposed resource(s) must meet all the Minimum Qualifications (MQs) listed in Exhibit A – SOW, Section 4, KEY STAFF. Each Proposed Resource Qualification Form must include:

• Complete description of how the proposed resource meets the MQs. Each proposed resource will be assessed on their qualifications pertaining to the MQs.

o If the Offeror does not provide a sufficient description of how the proposed resource(s) meets each MQ, the offer shall be assessed accordingly and may be deemed non-responsible and rejected.

• A reference for each qualifying experience.

o If the reference is not from the person who served as a previous supervisor/manager/oversight, or if a reference cannot validate the experience, the corresponding experience may not be counted toward the experience to meet the MQs.

v. Proposed Resource Reference Form

The offer must include a completed Exhibit A.3 – Proposed Resource Reference From for each reference cited in the Exhibit A.2 forms. The reference information and Exhibit A.3 Forms must be consistent with the corresponding Exhibit A.2 – Proposed Resource Qualification Form for each

California Public Utilities Commission RFO # 24ITS0892 proposed resource. CPUC may contact references to validate that the proposed resource performed the services as listed.

C. COST REQUIREMENTS

This is a deliverable based Contract. The Offeror is responsible for performing all tasks and responsibilities, and providing all services identified in the resulting Contract at the rates provided on Exhibit B.1 – Cost Worksheet for the term of the Contract as identified in the Exhibit A - SOW, Section 2

– Term, including all costs for the optional year(s).

All Offerors must provide individual costs as indicated in Exhibit B.1 – Cost Worksheet by submitting Attachment 6 – Cost Worksheet with their offer. Proposed Resource(s) listed in Attachment 6 should reference the applicable CMAS Labor Category. Rates must not exceed the rates stated in the CMAS/GSA Schedule.

8. OFFER ASSESSMENT PROCESS

A “Best Value” approach will be used in reviewing offers received for this RFO. An assessment committee will review and assess offers based on the degree to which they offer the best value to CPUC. A multiple phase process will be used to review and/or rate offers. CPUC may reject any offer found to be non-compliant at any stage of the review. The State reserves the right to modify or cancel this RFO in its entirety or in part at any time. If deemed necessary, CPUC may collect additional documentation (i.e., missing forms, missing appendix items, missing data from RFO forms) to enable initial responsiveness to the RFO requirements.

A. Phase I – Acceptance Shortly after the submission deadline, CPUC will review each response for initial responsiveness to the RFO requirements (i.e., timeliness and completeness).

• Offers that do not comply with the mandatory components stipulated in this RFO may be deemed non-compliant and the Offeror disqualified.

• The Offeror 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 ruled non-compliant.

B. Phase II – Response Review/Rating Offers that appear to meet the initial RFO requirements and contain the required documentation will be submitted to the assessment team.

• The assessment team will review and compare all offers to one another and assign a numeric score to each response based on its adequacy, thoroughness, and the degree to which the offered solution best meets the CPUC’s needs and represents the best value to the State.

• If the State finds that an Offeror’s Final Offer has a material deviation from a specified requirement, the Offeror will be deemed non-compliant and will be the basis for rejecting the offer.

The assessment team will use the following scoring system to assign points. The following chart is a list of the requirements that will be considered when assigning points to a response.

RFO Requirement Scoring

Administrative Requirements

California Public Utilities Commission RFO # 24ITS0892

Required Forms, Documents, Certifications

Pass/Fail

Technical Requirements

Response to the SOW 25 Points

Summary of Applicable Engagements 50 Points

Personnel Resumes Pass/Fail

Proposed Resource Qualification Form 25 Points

Proposed Resource Reference Form Pass/Fail

Cost Requirements

Respondent’s Cost 100 Points

ii. Administrative Assessment

The Administrative Requirements of this RFO will be scored as Pass or Fail. Responsiveness to the requirements listed in this RFO will be either given a “Pass” (i.e., complied with requirement, completed, and returned document) or “Fail” (i.e., did not comply with requirement, did not complete or return document). If a Fail is given for any of the requirements, the offer may be rejected.

iii. Technical Assessment

The Technical Requirements of this RFO will be Pass/Fail or scored as identified in the chart above.

A maximum of one hundred (100) points is achievable for scored items. Scoring will be based on offer adequacy, thoroughness, and the degree to which the offer meets or exceeds the RFO requirements and overall best value to the State..

iv. Cost Assessment

The Cost Requirements of this RFO will be scored and may achieve a maximum of one hundred

(100) points. The Assessment Team will review, calculate, and score Attachment 6 – Cost Worksheet to verify that it is complete with total cost of the offer. The offer with the lowest total cost will receive the maximum of one hundred (100) points. The Assessment Team will perform the following formula for the assessment of the other offers:

(Lowest Offer total cost / Other Offer total cost) * 100 points = Score

EXAMPLE: Cost Assessment Score1

Respondent Cost Percentage (Lowest Proposed Total Cost divided by the

Respondent’s Total Cost)

Cost Score

Offer A $270,000 $270,000/$270,000 = 1.0 (100%) 1.0 x 100 = 100

California Public Utilities Commission RFO # 24ITS0892

Offer B $277,000 $270,000/$277,000 = .97 (97%) .97 x 100 = 97

1 Points and dollar amounts in the examples above explain the calculations and have no other significance.

The example below shows how the Cost Assessment Score is calculated with other scored requirements.

EXAMPLE: Maximum Non-Cost Scores and Cost Score1

Respondent Offer

Response to SOW

Proposed Resource Qualifications

Summary of Applicable Engagements

Cost Score

Total Points

Offer A 45 25 25 100 195

Offer B 35 24 24 97 180

1 Points in the examples above explain the calculations and have no other significance.

The final selection will be made based on the offer’s total scores earned from Phases I and II.

9. DISPOSITION OF OFFERS

Upon award of the Contract, all materials submitted in response to this RFO will become the property of the CPUC and, as such, will be regarded as public records under the California Public Records Act (PRA) (Government Code Section 6250, et seq.) and subject to review by the public.

The Offeror should be aware that marking a document “confidential” or “proprietary” in a Final Offer will not keep that document from being released as part of the public record after award of the Contract.

10. IRREVOCABLE OFFER ACKNOWLEDGEMENT

An Offeror’s 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 offers are due specified in the Key Action Dates section. In the event of a delay in Contract award, an Offeror may extend the expiration date of its firm offer an additional thirty (30) calendar days by written notice to the State.

This expiration date may be further extended by mutual agreement between the State and the Offeror, 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 firm offer, which such 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 Offeror's firm offer and form a Contract with the other Offeror. The State may continue to terminate and Contract with any other Offerors, as described above, until the expiration of all acceptable and firm offers obtained from the original RFO.

By signing Attachment 1 - Cover Page and submitting an offer, the Offeror commits to adhering to this Irrevocable Offer Acknowledgement.

11. SELECTION REQUIREMENTS AND INFORMATION

A. Non-responsive Offers

California Public Utilities Commission RFO # 24ITS0892

In addition to any condition previously indicated in this RFO or another document, the following occurrences may cause the State to deem an offer nonresponsive:

i. Failure of an Offeror to comply with the RFO response content or submission instructions.

ii. Receipt of an offer that is conditional, materially incomplete, or defective.

iii. The State’s discovery, at any stage of the selection or upon Contract award, that the winning

Offeror is unwilling or unable to comply with the Contract terms, conditions, attachments, or exhibits cited in this RFO, or the resulting Contract.

B. Errors in Offer An error in the offer may cause the rejection of that offer; however, the State may, at its sole option, retain the offer and make certain corrections. In determining if a correction will be made, the State will consider the conformance of the offer to the format and content required by the RFO.

i. If the Offeror's intent is clearly established based on review of the complete offer submittal, the

State may at its sole option correct an error based on that established intent.

ii. The State may, at its sole option, correct clerical errors such as discrepancy and arithmetic errors on the basis that, if intent is not clearly established by the complete offer submittal, the offer narrative shall have priority over the Contract, and the Contract shall have priority over the cost sheets.

Within each of these, the lowest level of detail will prevail. If necessary, the extensions and summary costs will be recomputed accordingly, even if the lowest level of detail is obviously misstated. The total price of unit-price items will be the product of the unit price and the quantity of the item. If the unit price is ambiguous, unintelligible, uncertain for any cause, or omitted, it shall be the amount obtained by dividing the total price by the quantity of the item.

iii. The State may, at its sole option, correct errors of omission. In the following situations, the State will take the indicated actions if the Offeror's intent is not clearly established by the complete offer submittal:

1) If an item is described in the narrative but omitted from the Contract and cost data provided in the response for assessment purposes, it will be interpreted to mean that the item will be provided by the Offeror at no cost.

2) If a minor item is not mentioned at all in the response and is essential to satisfactory performance, the offer will be interpreted to mean that the item will be provided at no cost.

3) If a major item is not mentioned at all in the offer, the offer will be interpreted to mean that the Offeror does not intend to supply that item.

4) If a major item is omitted, and the omission is not discovered until after Contract award, the Offeror shall be required to supply that item at no cost. The State shall have sole-discretion in determining whether an item is minor or major.

iv. If an Offeror does not follow the instructions for computing costs not related to the Contract, if any, (i.e., State personnel costs), the State may reject the offer, or at its sole option, re-compute such costs based on instructions contained in the RFO.

v. If the re-computations or interpretations, as applied in accordance with this section result in significant changes in the amount of money to be paid to the Offeror (if awarded the Contract) or in a requirement of the Offeror to supply a major item at no cost, the Offeror will be given the opportunity to promptly establish the grounds legally justifying relief from its offer.

vi. It is essential that the Offeror carefully review the cost elements in an offer, since they will not have the option to correct errors after the time for submittal of the Final Offers.

vii. The State may request clarification of items in an offer at any phase of the assessment and selection process for the purpose of clarifying ambiguities in the information presented in the offer.

The CPUC will provide written notice to the Offeror(s) of the documentation required and the

California Public Utilities Commission RFO # 24ITS0892 timeline for submission. Failure to submit the required documentation by the date and time indicated may cause the CPUC to deem the offer as non-responsive.

C. RFO Cancellation or No Contract Award The issuance of this RFO does not constitute a commitment by CPUC to award a Contract. CPUC reserves the right to reject all offers and to cancel this RFO if it is in the best interests of CPUC to do so at any stage in the process.

D. Verification of Offeror Information

By submitting an offer, Offerors agree to authorize CPUC to:

i. Verify any and all claims made by the Offeror including, but not limited to verification of prior experience and possession of certifications or other RFO requirements.

ii. Check any client reference identified by an Offeror or other resources known by CPUC to confirm the Offeror’s business integrity and history of providing effective, efficient, and timely services.

iii. Verify Secretary of State Certification. When agreements are to be performed in the State by corporations or limited liability company/limited partnership; the CPUC will verify that the Offeror is currently qualified to do business in California to ensure that all obligations due to the State are fulfilled. Information regarding this requirement is available on the Secretary of State’s website at:

https://www.sos.ca.gov/.

E. Contract Award If awarded, the Contract will go to the Offeror that offers the best value solution. CPUC will email or verbally notify the chosen firm of its selection.

Following the Contract award, Offerors may submit a request to CPUC Public Records office at https://www.cpuc.ca.gov/about-cpuc/transparency-and-reporting/public-records-act-requests to receive a copy of any or all offers and scoring/assessment tools/forms.

F. Appeals

California law does not authorize appeals in relation to informal CMAS selection processes. The selection decision of CPUC is final and unappealable and cannot be protested.

https://www.sos.ca.gov/ https://www.cpuc.ca.gov/about-cpuc/transparency-and-reporting/public-records-act-requests

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 1 – COVER PAGE

Name of Responding Firm (Legal name as it will appear on the Contract)

Mailing Address (Street address, P.O. Box, City, State, Zip Code)

Person authorized to act as the contact for this firm in matters regarding this response:

Printed Name (First, Last): Title:

Telephone number: ( ) Fax number: ( )

Email address:

Person authorized to obligate this firm in matters regarding this response and/or the resulting Contract:

Printed Name (First, Last): Title:

Telephone number: ( ) Fax number: ( )

Email address:

(CORPORATIONS ONLY) Name/Title of person authorized by the Board of Directors to sign this response on behalf of the Board:

Printed Name (First, Last): Title:

Signature of Authorized Representative: Date:

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 2 – PAYEE DATA RECORD (STD. 204)

The STD 204 Payee Data Record form is available electronically at:

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 3 – BIDDER DECLARATION FORM (GSPD-05-105)

All Offerors must complete the Bidder Declaration Form (GSPD-05-105) and include it with the Offer. This can be located at: https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 4 – GENAI DISCLOSURE FORM

All Offerors must include a completed Attachment 4 – Generative Artificial Intelligence (GenAI) Disclosure Form with their offer.

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.

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.

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 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.

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 5 – RESPONSE TO STATEMENT OF WORK

Respondent Name: ____________________________________

To enable the effective review and comparison of Offers received under this RFO, Offerors are requested to adhere to a standard structure in developing their detailed narratives in response to the RFO.

The narratives must adhere to the same structure and outline of this RFO and use the same numbering scheme and headings for Offer sections. Narratives should explain how deliverable will be executed. Where additional information is felt to be appropriate or necessary, Offerors are requested to include this information in appendices to their Offers, and to refer to this information within the appropriate sections of their Offer.

The response to the SOW must provide:

A. A point-by-point response to all items and sub items included in Exhibit A - SOW, Section 4. Identify each deliverable when responding.

B. Font should be Arial, Size 12 and single spaced. The response shall not exceed 100 pages, and the Attachment 1 – Cover page is not included in the count of 100 pages.

C. Overview of required deliverable and outcomes.

D. Description of approach, methodology and strategies of how each deliverable will be performed.

E. Schedule with a timeline for each deliverable, for the project duration, including any sub deliverables to complete the tasks and due dates for deliverables.

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 6 – COST WORKSHEET

Complete the Cost Worksheet below. CPUC does not guarantee a minimum or maximum number of hours and will only pay for actual hours of service provided. The hourly rates proposed shall be fixed as proposed for the duration of the Contract and shall not be subject to an escalation factor.

Term: September 8, 2025 – September 7, 2027 – Two (2) Year Contract Term Proposed Staff

Person’s Name

Proposed Staff

Person’s Role

IT – CMAS Labor Category

Subcontracted staff person?

(Yes or No)

Hourly Rate Estimated Number of

Hours

Subtotal

Subtotal: $ Unanticipated tasks (Multiply subtotal by 0.05): 5% of subtotal cost (above): $

(Add Subtotal Cost + Unanticipated tasks) TOTAL CORE CONTRACT COST: $

Total Core Contract Cost must not exceed $ 500,000.00

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 7 – DISABLED VETERAN BUSINESS ENTERPRISE DECLARATIONS

When a DVBE Contract or Subcontractor will provide materials, supplies, services, or equipment, the DGS PD 843 form must be completed and submitted with the offer. (MVC, Section 999.2). The form can be located at:

STD. 843 (Rev. 11/2005) (ca.gov) https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 8 – CIVIL RIGHTS LAWS CERTIFICATION

Pursuant to Public Contract Code section 2010, if a Bidder executes or renews a contract over $100,000 on or after January 1, 2017, the Contractor hereby certifies compliance with the following:

1. CALIFORNIA CIVIL RIGHTS LAWS: 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).

2. EMPLOYER DISCRIMINATORY POLICIES: If a Bidder has an internal policy against a sovereign nation or peoples recognized by the United States government, the Bidder 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).

If applicable, the Bidder must complete and submit the Attachment 8 – California Civil Rights Law Attachment and include it with their Offer. This is located at: https://www.dgs.ca.gov/- /media/Divisions/OLS/Forms/CALIFORNIA-CIVIL-RIGHTS-LAWS-ATTACHMENT.ashx https://www.dgs.ca.gov/-/media/Divisions/OLS/Forms/CALIFORNIA-CIVIL-RIGHTS-LAWS-ATTACHMENT.ashx https://www.dgs.ca.gov/-/media/Divisions/OLS/Forms/CALIFORNIA-CIVIL-RIGHTS-LAWS-ATTACHMENT.ashx

California Public Utilities Commission RFO # 24ITS0892

ATTACHMENT 9 – SUMMARY OF APPLICABLE ENGAGEMENTS

Offerors must provide a brief summary of at least two applicable engagements undertaken by the Offeror’s organization, with similar deliverables and with the same or similar resources being offered. Sample tasks are strongly preferred, but not required. References for these engagements must be provided.

Company Name:

Project Name:

Resource’s Reference Contact Name:

Email Address:

Phone Number:

Summary of engagement:

California Public Utilities Commission RFO # 24ITS0892

Note:

The following pages represent a sample Contract that will be awarded, if any awards made, from this RFO.

Please review carefully and present any questions in writing to ITSolicitations@cpuc.ca.gov, in accordance with Section 4. Questions.

California Public Utilities Commission RFO # 24ITS0892

SAMPLE CONTRACT

California Public Utilities Commission RFO # 24ITS0892

EXHIBIT A – Statement of Work

1. OBJECTIVE

This Statement of Work (SOW) reflects the services to be provided by TBD hereinafter referred to as the “Contractor,” for the California Public Utilities Commission, hereinafter referred to as the “State” or “CPUC.”

This Contract is to secure the services of a Contractor to provide support for updates, project management, system enhancements, operations, and ongoing maintenance of the Grant Management System built on the Salesforce platform, specifically in relation to Capital Projects Fund (CPF) grant administration.

2. TERM/PERIOD OF PERFORMANCE

The period of performance for the Contract shall be two (2) years from the date the Contract is executed.

The State reserves the option to extend the term of the Contract at its sole discretion for one (1) additional twelve (12) month term at the original rates assessed and considered via amendment, as long as the approved CMAS allows the amendment.

The Contractor shall not be authorized to deliver goods or commence performance of services described in the Exhibit A - SOW prior to the Effective Date. Any delivery of goods or performance of services by the Contractor commenced prior to the Effective Date shall be considered gratuitous on the part of the Contractor.

Consistent with the terms and conditions of the approved CMAS. Contract, and upon mutual consent, the CPUC and the Contractor may execute written amendments for changes to this Contract that were assessed and considered.

3. PROJECT REPRESENTATIVES

The Project Representatives during the term of this Contract will be:

Contact Role Contact Information Responsibility Nelson Cortez CPUC

Contract Manager

Phone:916-597-3071 Email:

nelson.cortez@cpuc.ca.gov

• Acts as principal interface to the Contractor

• Communicates with the Contractor regarding work performance status

• Approves invoices for payment

• Processes Deliverable Acceptance

Documents (DADs) and Work Acceptance Documents (WAs)

• Reviews and resolves project issues not resolved at lower levels

• Ensures deliverables and functionality are achieved

• Management of the project schedule and other project plans

• Plans, guides, and overseeing the day-to-day internal activities that support the Project

• Receives and reviews DADs and WAs, then forwards documents to the Contract Manager for acceptance or rejection.

Adriana Barajas

CPUC

Contract Administrator

Phone: (279) 599-6954 Email:

Adriana.Barajas@cpuc.ca.gov

• Contact questions regarding Contract language

California Public Utilities Commission RFO # 24ITS0892

• Responsible for amendments and changes to Contract documents

TBD Contractor Phone:

Email:

• Reports to the CPUC Contract Manager

• Manages work in the SOW

• Coordinates with the CPUC Contract

Manager

• Designated as a single point of contact for the Contractor

If either CPUC or Contractor requires a change of contact, a written notification will be provided to the other party, and an amendment to this contract is not required.

4. KEY STAFF

The Contractor must provide, at a minimum, the key staff listed below. All Key staff must meet the minimum qualifications (MQs) in the General Services Administration (GSA) schedule GS-35F-0548S and the below:

A. Business Analyst MQs:

1) Possess a bachelor’s degree or equivalent University degree. The Contractor must provide a copy with their response.

2) Minimum of five (5) years of experience in Code of Federal Regulations part 200 “Uniform

Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards”, grant administration, program implementation or oversight. At least four (4) years of that experience must have been in a lead capacity.

3) Minimum of five (5) years of experience in Grant Management System (GMS) and a relevant discipline or associated operational experience. Demonstrated industry or academic expertise in one (1) or more of the subject disciplines or associated operational areas.

5. DELIVERABLES

The following table identifies the deliverables required under the terms of this Contract to be completed and delivered to the State. The State reserves the right to request additional analyses and assessments, as needed. The Contractor may suggest development of additional deliverables in specific areas. Deliverables will be further defined using EXHIBIT A.5 WORK AUTHORIZATION after Contract award.

DELIVERABLES TABLE

Deliverable Name Description Due By

1.0 Expert Analysis and

Support:

The Contractor must provide expert analysis and support on:

• US Capital Projects Fund

• Part 200-Uniform Administrative

Requirements,

• Cost Principles,

• Audit Requirements for Federal

Awards (2 Code of Federal Regulations 200-Part 200) rules, guidance, and interpretations

Before the end of the contract https://www.gsaelibrary.gsa.gov/ElibMain/contractorInfo.do?contractNumber=GS-35F-0548S&contractorName=STCHEALTH+LLC&executeQuery=YES

California Public Utilities Commission RFO # 24ITS0892

1.1 Kick Off Meeting The Contractor must host one virtual kickoff meeting with CPUC to:

• Introducing key staff and contacts

• Review available resources

• Outline scope of work

• Discuss workflow, communications and delivery including invoices

• Contractor agenda, action items, and meetings notes responsibilities, process, and follow-up.

Within 10 business days of contract execution

1.2 Assess CPUC

current Implementation of CPF Rules and Federal Regulations

The Contractor must assess CPUC’s current status of compliance with federal rules and regulations by reviewing and analyzing all CPUC program materials, guides, policies, resolutions, and draft guidance including but not limited to:

• Internal application review processes

• Grant Management System (GMS)

• Payment Reimbursement guidance and checklists,…