RFP_12029_CADS_System.pdf

For the best experience, open this PDF portfolio in

Acrobat X or Adobe Reader X, or later.

Get Adobe Reader Now!

http://www.adobe.com/go/reader

Attachment A Contact Information Cover Sheet

Request for Proposals SFGOV-

All fields are required. This form must be completed and included with Electronic File #2.

A. Proposer Information

Legal Name of Company (Proposer):

Legal name must include any "Doing Business As" (DBA). The name provided here must exactly match the name used in all submitted documents.

Business Address:

Federal Employee Identification Number:

California Business Entity Number:

City Supplier ID (if registered):

Telephone:

Cell Phone:

Contact Person:

Email Address:

B. Certification of Authority

I hereby certify that I have the authority to submit this Proposal to the City and County of San Francisco for the above listed individual or company. I certify that I have the authority to bind myself/this company in a contract should I be successful in my Proposal.

Printed Name:

Title:

Signature:

Date:

C. Business Type

The following information relates to the legal contractor listed above, whether an individual or a company. If successful, the contract language should refer to me/my company as (select one):

☐ An individual

☐ A partnership. Partners' names:

☐ A company

☐ A non-profit. Fiscal Sponsor's name (if applicable):

☐ A corporation. If a corporation, organized in the state of:

D. Representation Regarding Good Standing, Licenses, Etc.

A representation that the Proposer is in good standing in the State of California and has all necessary licenses, permits, approvals and authorizations necessary to perform the work and to operate as a business in the State of California and the City and County of San Francisco.

Please check the item below; failure to check the item may result in the Proposal being deemed non-responsive.

☐ I hereby represent and certify that the above statement is true and correct.

E. Representation Regarding City Contracting Requirements

A representation that the Proposer is able and willing to comply with all the contracting requirements described in this RFP. Please check all items below; failure to check all items may result in the Proposal being deemed non-responsive.

☐ I hereby represent and certify that the Proposer will comply with all contracting requirements, including the City's Contract Terms, as described in this RFP. The City reserves the right to terminate negotiations with any candidate that does not execute the City's Contract Terms.

☐ I hereby represent and certify that the Proposer will comply with all requirements of the Business Associate Agreement (BAA) and any attestations and/or attachments as presented in Attachment J (City's Contract Terms) of this RFP. The City reserves the right to terminate negotiations with any candidate that does not execute or agree to the Business Associate Agreement.

☐ I hereby represent and certify that the Proposer will comply with all San Francisco labor laws for City contractors.

1. Minimum Compensation Ordinance (MCO)

☐ MCO Declaration completed For more information about the MCO, please visit the MCO website. The Declaration is required even if your firm qualifies for an exemption under OLSE's list of approved exemptions. The MCO applies to all subcontractors, and Proposers are responsible for ensuring that their subcontractors comply with all MCO requirements.

2. Health Care Accountability Ordinance (HCAO)

☐ HCAO Declaration completed For more information about the HCAO, please visit the HCAO website. The Declaration is required even if your firm qualifies for an exemption under OLSE's list of approved exemptions. The HCAO applies to all subcontractors, and Proposers are responsible for ensuring that their subcontractors comply with all HCAO requirements.

https://www.sf.gov/information--minimum-compensation-ordinance http://sf.gov/sites/default/files/2024-03/MCO%202015%20List%20of%20Exemptions%20for%20the%20Minimum%20Compensation%20Ordinance-no%20mayor.pdf http://sf.gov/sites/default/files/2024-03/MCO%202015%20List%20of%20Exemptions%20for%20the%20Minimum%20Compensation%20Ordinance-no%20mayor.pdf https://www.sf.gov/information--health-care-accountability-ordinance https://www.sf.gov/sites/default/files/2022-12/9494-HCAO%20List%20of%20Exemptions.pdf https://www.sf.gov/sites/default/files/2022-12/9494-HCAO%20List%20of%20Exemptions.pdf

3. Health Care Security Ordinance (HCSO) For more information about HCSO, please visit the HCSO website.

4. First Source Hiring Form (FSH) – select one option For more information about FSH, please visit the FSH Program website.

☐ FSH completed (proof included in Proposal)

☐ FSH exception submitted to First Source (proof included in Proposal)

F. Addenda Acknowledgment

Acknowledgment of receipt of any addenda issued by the City for this RFP is required by including the acknowledgment with your Proposal. Failure to acknowledge the addenda issued may result in your Proposal being deemed non-responsive. In the space provided below, please acknowledge receipt of each addendum.

Addendum Number(s) Acknowledged:

https://www.sf.gov/information--health-care-security-ordinance https://www.sf.gov/comply-first-source-hiring-program

A. Proposer Information

B. Certification of Authority

C. Business Type

D. Representation re Good Standing, Licenses, Etc.

E. Representation Regarding City Contracting Requirements

F. Addenda Acknowledgment

Legal Name of Company Proposer:

Business Address:

Federal Employee Identification Number:

California Business Entity Number:

City Supplier ID if registered:

Telephone:

Cell Phone:

Contact Person:

Email Address:

Printed Name:

Title:

Date:

Fiscal Sponsor's Name:

Parnter Name:

Solicitation Title: Cost Accounting and Decision Support system

Business Type Company: Off

Business Type Individual: Off

Business Type Partnership: Off

Business Type Nonprofit: Off

Business Type Corporation: Off

State of Corporation:

Certify Compliance with Business Associates Agreement: Off

Certify Compliance wth San Francisco Labor Laws: Off

MCO Declaration Completed: Off

HCAO Declaration Completed: Off

First Source Hiring Completed: Off

First Source Hiring Exception Completed: Off

Acknowledgement of Addendum Numbers:

Sourcing ID: 0000012029

Certify Compliance with City Terms: Off

Certify in Good Standing to Perform Work: Off

Attachment B

Non-Collusion Affidavit

A. Non-Collusion Affidavit

The undersigned deposes and says that they are a duly authorized representative of the party making the foregoing Proposal. The Proposal is not made in the interests of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The

Proposal is genuine and not collusive or sham. The Proposer has not directly or indirectly induced or solicited any other Proposer to submit a false or sham Proposal, and has not directly or indirectly colluded, conspired, connived, or agreed with any Proposer or anyone else to submit a sham Proposal, or to have anyone refrain from proposing. The Proposer has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the Proposal price of the Proposer or any other Proposer, or to fix any overhead, profit, or cost element of the Proposal price, or of that of any other Proposer, or to secure any advantage against the public body awarding the contract or anyone interested in the proposed contract. All statements contained in the Proposal are true. The Proposer has not, directly or indirectly, submitted its Proposal price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, or paid, and will not pay, any fee to any corporation, partnership, company, association, organization, Proposal depository, or any other member or agent thereof to effectuate a collusive or sham Proposal.

Legal Name of Company (Proposer):

Authorized Representative’s Printed Name:

Authorized Representative’s Title:

Date:

Authorized Representative’s Signature:

A. Non-Collusion Affidavit

Legal Name of Company Proposer:

Authorized Representatives Printed Name:

Authorized Representatives Title:

Date:

Solicitation Title: Cost Accounting and Decision Support system

Sourcing ID: 0000012029

Attachment C Reference Form

A. Reference 1

Name of Firm that Provided Products/Services to Reference (Prime or Subcontractor's

Name):

Organization Name:

Contact Name and Title:

Email:

Phone Number:

Effective Date of Contract:

End Date of Contract:

Value of Contract:

Description of Products/Services Provided:

B. Reference 2

C. Reference 3

Attachment C Reference Form

Request for Proposals SFGOV-___________

A. Reference 1

B. Reference 2

C. Reference 3

Solicitation Title: Cost Accounting and Decision Support system

Reference 1 Name:

Reference 1 Organization Name:

Reference 1 Contact Name and Title:

Reference 1 Email:

Reference 1 Phone Number:

Reference 1 Effective Date of Contract:

Reference 1 End Date of Contract:

Reference 1 Value of Contract:

Reference 1 Description of Products or Services Provided:

Reference 2 Description of Products or Services Provided:

Reference 3 Description of Products or Services Provided:

Reference 2 Name:

Reference 2 Organization Name:

Reference 2 Contact Name and Title:

Reference 2 Email:

Reference 2 Phone Number:

Reference 2 Effective Date of Contract:

Reference 2 End Date of Contract:

Reference 2 Value of Contract:

Reference 3 Name:

Reference 3 Organization Name:

Reference 3 Contact Name and Title:

Reference 3 Email:

Reference 3 Phone Number:

Reference 3 Effective Date of Contract:

Reference 3 End Date of Contract:

Reference 3 Value of Contract:

Sourcing ID: 0000012029

Attachment D

Administrative Code Chapter 12L Compliance

A. Non-Profit Entities

If a Proposer is a non-profit entity that receives a cumulative total per year of at least

$1,000,000 in City funds or City-administered funds and is a non-profit organization as defined in Chapter 12L of the S.F. Administrative Code, the Proposer must describe how Proposer will comply with Chapter 12L.

Failure to comply with the reporting requirements of Chapter 12L or material misrepresentation in Proposer’s Chapter 12L submissions shall be grounds for rejection of the Proposal and/or termination of any subsequent Agreement reached on the basis of the

Proposal.

☐ This form is not applicable to my organization. My organization is a non-profit that does not receive a cumulative total per year of at least $1,000,000 in City funds or City-administered funds.

☐ This form is not applicable to my organization. My organization is not a non-profit.

B. Item #1: Public Access to Meetings and Records

A statement describing its efforts to comply with the Chapter 12L provisions regarding public access to Proposer’s meetings and records.

C. Item #2: Complaints and Disposition

A summary and disposition of all complaints concerning the Proposer’s compliance with

Chapter 12L that were filed with the City in the last two years and deemed by the City to be substantiated. If no such complaints were filed, the Proposer shall include a statement to that effect.

If you need more space for your explanation, please attach a separate document.

A. Non-Profit Entities

B. Item #1: Public Access to Meetings and Records

C. Item #2: Complaints and Disposition

Sourcing ID: 0000012029

Solicitation Title: Cost Accounting and Decision Support system

Non Applicable Below Threshold: Off

Not Applicable Not a Non-Profit: Off

Item #1 Response:

Item #2 Response:

- 11 -

11/01/2025

CITY AND COUNTY OF SAN FRANCISCO

CONTRACT MONITORING DIVISION

CHAPTER 14B

CMD ATTACHMENT 2

Architecture, Engineering, and Professional Services

FORM 2A: CMD CONTRACT PARTICIPATION FORM

Section 1: This form must be submitted with the proposal or the proposal may be deemed non-responsive and rejected. Proposer, each Joint Venture partner, Subconsultants, Vendors, and lower sub tiers must be listed on this form. The RFP/RFQ will state which LBE size category (e.g., Micro, Small, and/or SBA-LBE) can be used to meet the LBE sub participation requirement(s). All LBE Proposers/JVs with LBE participation must meet the LBE sub participation requirement(s). Any LBE Proposer/JV with LBE participation may not count its participation towards meeting the LBE sub participation requirement(s). Be sure to check the appropriate box for Rating Bonus under Section 2. If more space is needed for Section 1, attach additional copies of this form.

*Type: Identify if Prime (P), JV partner (J), Subconsultant (S), or Vendor (V)

TY

PE

Firm

Portion of Work

(Describe Scope(s) of

Work)

% of Work

Indicate LBE or Non-LBE. If LBE, Micro, Small, or

SBA.

% of LBE Subwork (Carry-Over from % OF

Work Column)

Micro Small SBA

Total % of Work: 100% Total LBE Sub Participation: % % %

I declare, under penalty of perjury under the laws of the State of California, that I am utilizing the above Consultants for the portions of work and amounts as reflected in the proposal for this Contract.

Owner/Authorized Representative (Signature): _____________________ Date: _________________________

Print Name and Title: _____________________________________________________________________________

** See CMD website: http://www.sfgov.org/cmd for each firm’s status

Contract No.:

Contract Title: LBE SUBPARTICIPATION REQUIREMENT(S)

Firm: Micro and Small-LBE Sub Requirement – ___%

Contact Person: Micro, Small, SBA-LBE Sub Requirement – ___%

Address: Micro-LBE Sub Requirement - ___%

City/ZIP: Small-LBE Sub Requirement – ___%

Phone, Email: SBA-LBE Sub Requirement – ___% http://www.sfgov.org/cmd

- 12 -

Section 2. Rating Bonus

Check applicable boxes.

A. NO Rating Bonus Requested 0%

B. Contracts with an Estimated Cost in Excess of $400,000 and Less Than or Equal to $10,000,000. See instructions in Sections 2.01 and 2.02.

Micro or Small-LBE 10%

Joint Venture 7.5%

Joint Venture 5%

Joint Venture (Micro or Small-LBEs only) 10%

SBA-LBE 5%

C. Contracts with an Estimated Cost in Excess of the Delegated Purchasing Amount ($20,000 as of July 1, 2024) and Less Than or Equal to $10,000,000. The below rating bonuses DO NOT apply to Chapter 21 contracts and only apply to Chapter 6 contracts, including Chapter 6.40. See instructions in Section

2.01 for details. This Neighborhood/Zip Code LBE Program shall apply to projects located within the jurisdictional boundary of San Francisco. The program shall not apply to Job Order Contracts (JOC), As- Needed contracts, or other contracts where no specific project location is specified at the time of proposal. The RFP/RFQ will clearly state whether the Pilot Neighborhood/Zip Code LBE Program is applicable to the specific project. A Proposer may receive up to a maximum rating bonus of 13% depending on the particular application.

Prime Neighborhood/Zip Code LBE rating bonus:

Prime Neighborhood LBE (or a JV where the Neighborhood LBE JV partner(s)’ participation is at least 40%) 1%

OR

Prime Zip Code LBE (or a JV where the Prime Zip Code LBE JV partner(s)’ participation is at least 40%) 1.5%

Subconsulting Neighborhood/Zip Code LBE rating bonus:

Sub Neighborhood LBE 0.5%

OR

Sub Zip Code LBE 1.5%

D. Contracts in Excess of $10,000,000 and Less Than or Equal to $20,000,000. See instructions in Section 2.01.

Micro, Small, or SBA-LBE 2%

E. Mentor-Protégé Program Bid Discount/Rating Bonus. The Mentor Protégé rating bonus is not applicable to professional services contracts. However, for this CMD Attachment 2, the Mentor Protégé rating bonus/bid discount is applicable for Design-Build and/or CM/GC projects only. See instructions in Section 2.01.

Mentors of the Mentor-Protégé Program 1%

- 13 -

Section 3. Proposer, Joint Venture Partners, Subconsultant, and Vendor Information

Provide information for each firm listed in Section 1 of this form. Firms which have previously worked on City contracts may already have a vendor number. Vendor numbers of LBE firms are located on the CMD LBE website at http://www.sfgov.org/cmd. Use additional sheets if necessary.

FIRM NAME: VENDOR #:

ADDRESS: FEDERAL ID #:

CITY, ST, ZIP: PHONE: EMAIL:

SERVICE:

http://www.sfgov.org/cmd

Contract No:

Contract Title:

Firm:

Contact Person:

Address:

CityZIP:

Phone Email:

Micro and SmallLBE Sub Requirement: Off

Text30:

Micro Small SBALBE Sub Requirement: Off

Text31:

MicroLBE Sub Requirement: Off

Text32:

SmallLBE Sub Requirement: Off

Text33:

SBALBE Sub Requirement: Off

Text34:

Text201:

FirmRow1:

Portion of Work Describe Scopes of WorkRow1:

Text205:

Indicate LBE or NonLBE If LBE identify MBE WBE or OBE AND Micro Small or SBA:

Text35:

Text39:

Text45:

Text202:

FirmRow2:

Portion of Work Describe Scopes of WorkRow2:

Text206:

Indicate LBE or NonLBE If LBE identify MBE WBE or OBE AND Micro Small or SBA_2:

Text36:

Text40:

Text46:

Text203:

FirmRow3:

Portion of Work Describe Scopes of WorkRow3:

Text207:

Indicate LBE or NonLBE If LBE identify MBE WBE or OBE AND Micro Small or SBA_3:

Text37:

Text41:

Text47:

Text204:

FirmRow4:

Portion of Work Describe Scopes of WorkRow4:

Text208:

Indicate LBE or NonLBE If LBE identify MBE WBE or OBE AND Micro Small or SBA_4:

Text38:

Text43:

Text48:

Text42:

Text44:

Text49:

Text1:

Date:

Print Name and Title:

NO Rating Bonus Requested 0: Off

Micro or SmallLBE 10: Off

Joint Venture 75: Off

Joint Venture 5: Off

Joint Venture Micro or SmallLBEs only 10: Off

SBALBE 5: Off

Prime Neighborhood LBE or a JV where the Neighborhood LBE JV partners participation is at: Off

Prime Zip Code LBE or a JV where the Prime Zip Code LBE JV partners participation is at least: Off

Sub Neighborhood LBE 05: Off

Sub Zip Code LBE 15: Off

Micro Small or SBALBE 2: Off

Mentors of the MentorProtégé Program 1: Off

FIRM NAME:

Text50:

ADDRESS:

Text51:

Text53:

Text54:

Text52:

Text55:

FIRM NAME_2:

Text56:

ADDRESS_2:

Text57:

Text71:

Text76:

Text58:

Text81:

FIRM NAME_3:

Text59:

ADDRESS_3:

Text60:

Text72:

Text77:

Text61:

Text82:

FIRM NAME_4:

Text62:

ADDRESS_4:

Text63:

Text73:

Text78:

Text64:

Text83:

FIRM NAME_5:

Text65:

ADDRESS_5:

Text66:

Text74:

Text79:

Text67:

Text84:

FIRM NAME_6:

Text68:

ADDRESS_6:

Text69:

Text75:

Text80:

Text70:

Text85:

GENERAL SERVICES AGENCY

OFFICE OF LABOR STANDARDS ENFORCEMENT

PATRICK MULLIGAN, DIRECTOR

SF OFFICE OF LABOR STANDARDS ENFORCEMENT, CITY HALL ROOM 430 MCO/HCAO TEL (415) 554-7903 • FAX (415) 554-6291

1 DR. CARLTON B. GOODLETT PLACE • SAN FRANCISCO, CA 94102 WWW.SFGOV.ORG/OLSE

Minimum Compensation Ordinance (MCO) Declaration

What the Ordinance does. The Minimum Compensation Ordinance (MCO) became effective October 8, 2000, and was later amended by the Board of Supervisors, with an effective date for the amendments of October 14, 2007. The MCO requires City contractors and subcontractors to pay Covered Employees a minimum hourly wage and to provide 12 compensated and 10 uncompensated days off per year. The minimum wage rate may change from year to year and Contractor is obligated to keep informed of the then-current requirements.

The MCO applies only if you have at least $25,000 in cumulative annual business with a City department or departments and have more than 5 employees, including employees of any parent, subsidiaries and subcontractors.

The City may require contractors to submit reports on the number of employees affected by the MCO.

Effect on City contracting. For contracts and amendments signed on or after October 8, 2000 the MCO will have the following effect:

In each contract, the contractor will agree to abide by the MCO and to provide its employees the minimum benefits the MCO requires, and to require its subcontractors subject to MCO to do the same.

If a contractor does not agree to provide the MCO’s minimum benefits, the City will award a contract to that contractor only if the contractor has received an approved exemption or waiver under MCO from the Office of Labor Standards Enforcement (OLSE) through the contracting Department. The contract will not contain the agreement to abide by the MCO if there is an exemption or waiver on file.

What this form does. If you can assure the City now that, beginning with the first City contract or amendment you receive after October 8, 2000 and until further notice, you will provide the minimum benefit levels specified in the MCO to your covered employees, and will ensure that your subcontractors also subject to the MCO do the same, this will help the City’s contracting process.

If you cannot make this assurance now, please do not return this form.

For more information, (1) see our Website, including the complete text of the ordinance: www.sfgov.org/olse, (2) e-mail us at: MCO@sfgov.org, (3) Phone us at (415) 554-7903.

Where to Send this Form. Submit this form via San Francisco’s centralized vendor portal sfcitypartnersupport@sfgov.org or call the Supplier Support Desk at 415-944-2442, Ext 1

Declaration

In order to be a certified vendor with the City and County of San Francisco, this company will provide, if applicable, the minimum benefit levels specified in the MCO to our Covered Employees, and will ensure that our subcontractors also subject to the MCO do the same, until further notice. This company will give such notice as soon as possible.

I declare under penalty of perjury under the laws of the State of California that the above is true and correct.

Signature Date

Print Name Bidder/Supplier # - if known

Company Name Phone Federal Employer ID #

ATTACHMENT F

mailto:MCO@sfgov.org https://sfcitypartner.sfgov.org/ mailto:sfcitypartnersupport@sfgov.org?Subject=Question%20to%20User%20Support

MCO Federal Employer ID#:

MCO Bidder or Supplier Number:

MCO Date:

MCO Print Name:

MCO Company Name:

MCO Area Code:

MCO Phone Number:

GENERAL SERVICES AGENCY

OFFICE OF LABOR STANDARDS ENFORCEMENT

PATRICK MULLIGAN, DIRECTOR

SF OFFICE OF LABOR STANDARDS ENFORCEMENT, CITY HALL ROOM 430 MCO/HCAO TEL (415) 554-7903 • FAX (415) 554-6291

1 DR. CARLTON B. GOODLETT PLACE • SAN FRANCISCO, CA 94102 WWW.SFGOV.ORG/OLSE

Health Care Accountability Ordinance (HCAO) Declaration

What the Ordinance Requires. The Health Care Accountability Ordinance (HCAO), which became effective July 1, 2001, requires Contractors that provide services to the City or enter into certain leases with the City, and certain Subcontractors, Subtenants and parties providing services to Tenants and Subtenants on City property, to provide health plan benefits to Covered Employees, or make payments to the City for use by the Department of Public Health (DPH), or, under limited circumstances, make payments directly to Employees.

The HCAO applies only to Contractors with at least $25,000 ($50,000 for non-profit organizations) in cumulative annual business with a City department(s) and have more than 20 Employees (50 Employees for non-profit organizations) including Employees of any parent or subsidiaries.

The City may require Contractors to submit reports on the number of Employees affected by the HCAO.

Effect on City Contracting. For contracts and amendments signed on or after July 1, 2001, the HCAO requires the following:

Each contract must include terms ensuring that the Contractor will agree to abide by the HCAO and either to provide its employees with health plan benefits meeting the Minimum Standards set forth by the Director of Health or to make the payments required by the HCAO;

All City Contractors must agree to comply with the requirements of the HCAO unless the Contracting Department has obtained an approved exemption or waiver under the HCAO from the Office of Labor Standards (OLSE).

Contractors must require any Subcontractors subject to the HCAO to comply with the HCAO:

The Purpose of This Declaration. By submitting this declaration, you are providing assurances to the City that, beginning with the first City contract or amendment you receive after July 1, 2001 and until further notice, you will either provide the health plan benefits meeting the Minimum Standards to your covered employees or make the payments required by the HCAO, and will ensure that your Subcontractors also abide by these requirements. If you cannot provide this assurance, do not return this form.

To obtain more information regarding the HCAO, Visit our website, which includes links to the complete text of the HCAO, at www.sfgov.org/olse/hcao; send an e-mail to HCAO@sfgov.org; or call (415) 554-7903.

Where to Send this Form. Submit this form via San Francisco’s centralized vendor portal sfcitypartnersupport@sfgov.org or call the Supplier Support Desk at 415-944-2442, Ext 1

Declaration

In order to be a certified vendor with the City and County of San Francisco, the company named below will either provide, if applicable, health benefits specified in the HCAO to our covered employees or make the payments required by the HCAO, and will ensure that our subcontractors that are subject to the HCAO also comply with these requirements, until further notice. The company named below will provide such notice as soon as possible.

I declare under penalty of perjury under the laws of the State of California that the above is true and correct.

Signature Date

Print Name Bidder/Supplier # - if known

Company Name Phone Federal Employer ID #

ATTACHMENT G

http://www.sfgov.org/olse/hcao mailto:HCAO@sfgov.org https://sfcitypartner.sfgov.org/ mailto:sfcitypartnersupport@sfgov.org?Subject=Question%20to%20User%20Support

HCAO Area Code:

HCAO Print Name:

HCAO Company Name:

HCAO Phone Number:

HCAO Date:

HCAO Bidder Supplier ID:

HCAO Federal Employer ID#:

Attachment H

First Source Workforce Projection Form and Fact Sheet

A. Submission Instructions

1. Proposers must complete and submit the required First Source Workforce Projection Form and Fact Sheet.

2. Upon successful submission, Proposers will receive a copy of the completed form via email.

3. A copy of this form must be included in the Proposal as Attachment H to verify that the form was submitted correctly and on time.

Registration with the San Francisco Office of Economic and Workforce Development’s data system is not necessary to submit the form and should not be completed during the solicitation process.

For more information, please visit the First Source Hiring Program website.

https://na2.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=7fbba84c-c5d8-47c0-8e57-7203f75c0932&env=na2&acct=674ac644-8feb-497f-9e7c-73837ca1bebe&v=2 https://www.sf.gov/comply-first-source-hiring-program

A. Submission Instructions

Solicitation Title: Cost Accounting and Decision Support System

Sourcing ID: 0000012029

RFP SFGOV-0000012029

COST ACCOUNTING AND DECISION SUPPORT SYSTEM

[Contractor name] Page | 1 [Date]

P-648 (DPH 01-2026) (PeopleSoft ID and/or Department-assigned number]

ATTACHMENT “M”

CITY’S CONTRACT TERMS

City and County of San Francisco

Office of Contract Administration

Purchasing Division

City Hall, Room 430

1 Dr. Carlton B. Goodlett Place

San Francisco, California 94102-4685

Software As A Service Agreement between the City and County of San Francisco and

[Insert name of contractor]

[Insert agreement number (if applicable)]

[Contractor name] Page | i [Date]

P-648 (DPH 01-2026) (PeopleSoft ID and/or Department-assigned number]

Table of Contents

Article 1 Definitions

Article 2 Term of the Agreement Article 3 Financial Matters

Article 4 Services and Resources

Article 5 Insurance; Indemnity; and Warranties

Article 6 Liability of the Parties Article 7 Payment of Taxes

Article 8 Termination; Disposition of Content; Survival

Article 9 Rights In Deliverables Article 10 Additional Requirements Incorporated by Reference

Article 11 General Provisions

Article 12 Department Specific Terms Article 13 Data and Security

Article 14 Force Majeure

Article 15 Appendices

Article 16 MacBride

[Contractor Name] 1 of XX [Date]

P-648 (01-26) (PeopleSoft ID and/or Department-assigned number)

This Agreement is made this [insert day] day of [insert month], [insert year], in the City and County of San Francisco (“City”), State of California, by and between [name and address of

Contractor] (“Contractor”) and City.

Recitals

WHEREAS, the Department of Public Health (“Department”) wishes to procure [insert short description of the services City intends to buy] from Contractor; and

WHEREAS, Contractor represents and warrants that it is qualified to perform the Services required by City as set forth under this Agreement; and

[RFP] WHEREAS, Contractor was competitively selected pursuant to a Request for Proposals

(“RFP’) entitled [enter RFP name] issued through Sourcing Event ID [Enter Number]; and

[RFQ] WHEREAS, Contractor was competitively selected pursuant to a Request for Qualifications (“RFQ”) entitled [enter RFQ name] issued through Sourcing Event ID [Enter

Number] which resulted in a prequalified pool of suppliers from which Contractor was selected

Choose: as the highest rank proposer in the prequalified pool or as the highest rank proposer after a solicitation by the Department to the prequalified pool or without a further solicitation to the prequalified pool because the Agreement will have a not-to-exceed amount that is less than or equal to the Minimum Competitive Amount as defined by Section 21.02 of the San

Francisco Administrative Code; and

[LBE requirements apply] WHEREAS, this is a contract for Services and there is a Local

Business Enterprise (“LBE”) subcontracting participation requirement with respect to the

Services, as defined further herein; and

[LBE requirements waived] WHEREAS, this is a contract for Services and the Local Business

Enterprise (“LBE”) subcontracting participation requirement for the Services has been waived pursuant to waiver CMD14BXXXXXXX; and

[Micro LBE Set Aside] WHEREAS, this is a Micro LBE Set Aside Contract as defined by Chapter

14B of the San Francisco Administrative Code; and

[Exempt from 14B] WHEREAS, this Contract is deemed exempt from Chapter 14B of the San

Francisco Administrative Code because [enter reason] and, as such, there is no Local Business

Enterprise (“LBE”) subcontracting participation requirement for this Agreement; and

[Single Contract - Approval by Duration]WHEREAS, approval for the Agreement was obtained on [insert date of Civil Service Commission action or DHR approval date if under $200K] from the [Civil Service Commission or Department of Human Resources on behalf of the Civil Service

Commission] under PSC number [insert PSC number] in the amount of [insert Dollar Amount] for the period of [insert number of years]; and

[Single Contract - CSC Approval by Start and End Dates]WHEREAS, approval for the

Agreement was obtained on [insert date of Civil Service Commission action or DHR approval date if under $200K] from the [Civil Service Commission or Department of Human Resources on behalf of the Civil Service Commission] under PSC number [insert PSC number] in the

[Contractor Name] 2 of XX [Date] amount of [insert Dollar Amount] for the period commencing [Insert Start Date] and ending

[Insert End Date]; and

[Multiple Contracts] WHEREAS, approval for the Agreement was obtained on [insert date of

Civil Service Commission action or DHR approval date if under $200K] from the [Civil Service Commission or Department of Human Resources on behalf of the Civil Service Commission] under PSC number [insert DHR PSC number and legacy PSC number if applicable] which authorizes the award of multiple agreements, the total value of which cannot exceed [insert dollar amount] and the individual duration of which cannot exceed [insert number of years];

and

WHEREAS, the City’s Health Commission reviewed this Agreement on [insert date of

Commission action] in the amount of [insert Dollar Amount] for the period commencing [Insert Start Date] and ending [Insert End Date]; and

WHEREAS, the Department has filed Ethics Form 126f2 (Notice of Submission of Proposal) because this Agreement has a value of $100,000 or more in a fiscal year and will require the approval of [Choose all that apply an elected officer of the City, a board on which an elected officer of the City serves, a state agency on whose board an elected officer of the City’s appointee serves, and/or the Board of Supervisors]; and

WHEREAS, the Department has filed Ethics Form 126f4 (Notification of Contract Approval) because this Agreement has a value of $100,000 or more in a fiscal year and will require the approval of [Choose all that apply an elected officer of the City, a board on which an elected officer of the City serves, a state agency on whose board an elected officer of the City’s appointee serves, and/or the Board of Supervisors]; and

WHEREAS, the City’s [Board of Supervisors] approved this Agreement by [insert resolution number] on [insert date of Commission or Board action] in the amount of [insert Dollar Amount] for the period commencing [Insert Start Date] and ending [Insert End Date]; and

Now, THEREFORE, the parties agree as follows:

Article 1 Definitions

The following definitions apply to this Agreement:

1.1 “Acceptance” means notice from the City to Contractor that the SaaS

Application meets the specifications and requirements contained in the Documentation and

Appendices. City’s Acceptance shall be governed by the procedures set forth in Section 4.3.

1.2 “Acceptance Period” means the period allocated by City to test the SaaS

Application to determine whether it conforms to the applicable specifications and, if appropriate, properly operates in the defined operating environment, is capable of running on a repetitive basis, and is otherwise in compliance with the service level obligations without failure.

[Contractor Name] 3 of XX [Date]

1.3 “Agreement” means this contract document, including all attached appendices, and all applicable City Ordinances and Mandatory City Requirements which are specifically incorporated into this Agreement by reference as provided herein.

1.4 “Appendices” means the appendices listed in Article 15 (“Appendices”) herein.

1.5 “Artificial Intelligence” or “Artificial Intelligence Model” means an engineered or machine-based system that varies in its level of autonomy and that can, for explicit or implicit objectives, infer from the input it receives how to generate outputs that can influence physical or virtual environments.

1.6 “Artificial Intelligence System” means a machine-based system that is designed to operate with varying levels of autonomy and that may exhibit adaptiveness after deployment, and that, for explicit or implicit objectives, infers, from the input it receives, how to generate outputs such as predictions, content, recommendations, or decisions that can influence physical or virtual environments.

1.7 “Authorized Users” means a person authorized by City to access City’s Portal and use the SaaS Application, including any City employee, contractor, or agent, or any other individual or entity authorized by City.

1.8 “Back-Up Environment” means Contractor’s back-up Data Center for the SaaS

Services.

1.9 “Business Associate” or “BAA” has the meaning given to such term under

HIPAA and its implementing regulations, including 42 U.S.C. Section 17938 and 45 C.F.R.

Section 160.103, as may be amended from time to time.

1.10 “City” means the City and County of San Francisco, a municipal corporation, acting by and through both its Director of the Office of Contract Administration or the Director’s designated agent, hereinafter referred to as “Purchasing” and Department of Public Health.

1.11 “City Data” means all data collected, used, maintained, processed, stored, and/or generated by or on behalf of City in connection with this Agreement, including, without limitation, data resulting from use of the SaaS Service. City Data includes, without limitation, Confidential Information and Deliverable Data.

1.12 “City Portal” means an electronic gateway to a secure entry point via

Contractor’s Website that allows City and its Authorized Users to log in to an area where they can view and download information or request assistance regarding the SaaS Application and

1.13 “City’s Project Manager” means the individual specified by City pursuant to

Section 4.2.1 hereof, as the Project Manager authorized to administer this Agreement on City’s behalf.

1.14 “CMD” means the Contract Monitoring Division of the City.

[Contractor Name] 4 of XX [Date]

1.15 “Confidential Information” means confidential City information including, but not limited to, Personally Identifiable Information (“PII”), protected health information (“PHI”), or individual financial information (collectively, “Proprietary or Confidential Information”) that is subject to local, state or federal laws restricting the use and disclosure of such information.

These laws include, but are not limited to, Article 1, Section 1 of the California Constitution; the

California Information Practices Act/California Consumer Privacy Act (Civil Code § 1798 et seq.);

the California Confidentiality of Medical Information Act (Civil Code § 56 et seq.); the federal

Gramm-Leach-Bliley Act (15 U.S.C. §§ 6801(b) and 6805(b)(2)); the privacy and information security aspects of the Administrative Simplification provisions of the federal Health Insurance

Portability and Accountability Act (45 CFR Part 160 and Subparts A, C, and E of part 164); and

San Francisco Administrative Code Chapter 12M (Chapter 12M). Confidential Information includes, without limitation, City Data.

1.16 “Contractor” means [insert name and address of contractor].

1.17 “Contractor Project Manager” means the individual specified by Contractor pursuant to Section 4.2.1 hereof, as the Project Manager authorized to administer this

Agreement on Contractor’s behalf.

1.18 “Contractor’s Website” means the Website that provides Authorized User access to the SaaS Application Services.

1.19 “Data Breach” means any access, destruction, loss, theft, use, modification or disclosure of City Data by an unauthorized party or that is in violation of the Agreement terms and/or applicable local, state or federal law.

1.20 “Data Center(s)” means a physical location within the United States where

Contractor (or its subcontractor) houses and operates the hardware (including computers, computer servers, routers, and other related equipment and devices) on which Contractor (and or its subcontractor) hosts via the Internet the SaaS Application and City Data pursuant to this

1.21 “Deliverable Data” means any data that is required to be delivered to City as a

Deliverable, or as a part of a Deliverable, under this Agreement.

1.22 “Deliverables” means Contractor’s work product resulting from the Services provided by Contractor to City during the course of Contractor’s performance of the

1.23 “Disabling Code” means computer instructions or programs, subroutines, code, instructions, data or functions (including but not limited to viruses, worms, date bombs or time bombs), including but not limited to other programs, data storage, computer libraries and programs that self-replicate without manual intervention, instructions programmed to activate at a predetermined time or upon a specified event, and/or programs purporting to do a meaningful function but designed for a different function, that alter, destroy, inhibit, damage, interrupt, interfere with or hinder the operation of City’s access to the SaaS Services through Contractor’s Website and/or Authorized User’s processing environment, the system in which it

[Contractor Name] 5 of XX [Date] resides, or any other software or data on such system or any other system with which it is capable of communicating.

1.24 “Documentation” means the technical publications relating to the use of the

SaaS Application, such as reference, installation, administrative and programmer manuals, provided by Contractor to City.

1.25 “End Users” means any Authorized User who accesses Contractor’s Website and uses the SaaS Application and Services.

1.26 “Generative Artificial Intelligence” means Artificial Intelligence that can generate derived synthetic content, such as text, images, video, and audio, that emulates the structure and characteristics of the Artificial Intelligence’s training data.

1.27 “Health Care Component” has the meaning given to such term under HIPAA and its implementing regulations, including 45 C.F.R. Section 164.103, as may be amended from time to time.

1.28 “Hybrid Entity” has the meaning given to such term under HIPAA and its implementing regulations, including 45 C.F.R. Section 164.103, as may be amended from time to time.

1.29 “Internet” means that certain global network of computers and devices commonly referred to as the “internet,” including, without limitation, the World Wide Web.

1.30 “Mandatory City Requirements” means those City laws set forth in the San

Francisco Municipal Code, including the duly authorized rules, regulations, and guidelines implementing such laws that impose specific duties and obligations upon Contractor.

1.31 “Open Source Software” means software with either freely obtainable source code, a license for modification, or permission for free distribution.

1.32 “Party” or “Parties” means, respectively, the City and Contractor either individually or collectively.

1.33 “Performance Credit” means credit due to City by Contractor with regard to

Contractor’s service level obligations in Appendix D (Service Level Obligations).

1.34 “Personal Identifiable Information (PII)” means information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or household. Personal information includes, but is not limited to, the following if it identifies, relates to, describes, is reasonably capable of being associated with, or could be reasonably linked, directly or indirectly, with a particular individual or household as further defined in the California Consumer Privacy Act.

1.35 “Precedence” means that, notwithstanding the terms of any other document executed by the Parties as a part of this Agreement, the terms of this Agreement shall control over any discrepancy, inconsistency, gap, ambiguity, or conflicting terms set forth in any other

Contractor pre-printed document.

[Contractor Name] 6 of XX [Date]

1.36 “Preexisting Data” means data owned by either Party that exists prior to the

Agreement start date.

1.37 “SaaS Application” means one or more of the proprietary computer software programs identified in Appendix A, all related materials, Documentation, corrections, patches or updates thereto, received by City from Contractor.

1.38 “SaaS Application Patch” means an update to the SaaS Application comprised of code inserted (or patched) into the code of the SaaS Application, and which may be installed as a temporary fix between full releases of a SaaS Application Revision or SaaS Application Version. Such a patch may address a variety of issues including without limitation fixing a

Software bug, installing new drivers, addressing new security vulnerabilities, addressing software stability issues, and upgrading the Software. SaaS Application Patches are included in the annual payments made by City to Contractor for the SaaS Services under this Agreement.

1.39 “SaaS Implementation and Training Services” means the services by which

Contractor will implement all necessary Software configurations and modules necessary to make the SaaS Application available and accessible to City.

1.40 “SaaS Issue” means a problem with the SaaS Services identified by City that requires a response by Contractor to resolve.

1.41 “SaaS Maintenance Services” means the activities to investigate, resolve SaaS Application and Services issues and correct product bugs arising from the use of the SaaS

Application and Services in a manner consistent with the published specifications and functional requirements defined during implementation.

1.42 “SaaS Services” means the Services performed by Contractor to host the SaaS

Application to provide the functionality listed in the Documentation.

1.43 “SaaS Severity Level” means a designation of the effect of a SaaS Issue on City.

The severity of a SaaS Issue is initially defined by City and confirmed by Contractor. Until the

SaaS Issue has been resolved, the Severity Level may be raised or lowered based on

Contractor’s analysis of impact to business.

1.44 “SaaS Software Error” means any failure of SaaS Software to conform in all material respects to the requirements of this Agreement or Contractor’s published specifications.

1.45 “SaaS Software Error Correction” means either a modification or addition that, when made or added to the SaaS Software, brings the SaaS Software into material conformity with the published specifications, or a procedure or routine that, when observed in the regular operation of the SaaS Software, avoids the practical adverse effect of such nonconformity.

1.46 “SaaS Software Revision” means an update to the current SaaS Software

Version of the SaaS Software code that consists of minor enhancements to existing features

[Contractor Name] 7 of XX [Date] and code corrections. SaaS Software Revisions are provided and included with the annual service payments made by City to Contractor for the SaaS Service.

1.47 “SaaS Software Version” means the base or core version of the SaaS Software that contains significant new features and significant fixes and is available to City. SaaS Software Versions may occur as the SaaS Software architecture changes or as new technologies are developed. The nomenclature used for updates and upgrades consists of major, minor, build, and fix and these correspond to the following digit locations of a release, a,b,c,d, an example of which would be NCC 7.4.1.3, where the 7 refers to the major release, the 4 refers to the minor release, the 1 refers to the build, and the 4 refers to a fix. All SaaS Software

Versions are provided and included as part of this Agreement upon request or approval from

City for the upgrade.

1.48 “Scheduled SaaS Maintenance” means the time (in minutes) during the month, as measured by Contractor, in which access to the SaaS Services is scheduled to be unavailable for use by City due to planned system maintenance and major version upgrades.

1.49 “Services” means the hosting, maintenance and support, and professional services provided by Contractor under this Agreement.

1.50 “Successor Service Provider” means a new service provider, if any, selected by

City in the event the SaaS Services are terminated under this Agreement.

1.51 “Third-Party Software” means third-party software included in the SaaS

Application.

1.52 “Training data” means data used for training an AI system through fitting its learnable parameters.

1.53 “Transition Services” means that assistance reasonably requested by City to effect the orderly transition of the SaaS Services, in whole or in part, to City or to Successor

Service Provider.

Article 2 Term of the Agreement

2.1 Term.

2.1.1 Term. The term of the Agreement shall be for X years and shall commence on [insert Contractor’s start date] and expire on [insert expiration date], unless earlier terminated as otherwise provided herein.

2.1.2 Options to Extend. The City has [number of options] options to renew the Agreement for a period of [one year or other time span] each. The City may extend this

Agreement beyond the expiration date by exercising an option at the City’s sole and absolute discretion and by modifying this Agreement as provided in Section 11.5 (“Modification of this

Agreement”).

Article 3 Financial Matters

[Contractor Name] 8 of XX [Date]

3.1.1 Certification of Funds; Budget and Fiscal Provisions; Termination in the Event of Non-Appropriation. This Agreement is subject to the budget and fiscal provisions of Section 3.105 of City’s Charter. Charges will accrue only after prior written authorization certified by the Controller, and the amount of City’s obligation hereunder shall not at any time exceed the amount certified for the purpose and period stated in such advance authorization.

This Agreement will terminate without penalty, liability or expense of any kind to City at the end of any fiscal year if funds are not appropriated for the next succeeding fiscal year. If funds are appropriated for a portion of the fiscal year, this Agreement will terminate, without penalty, liability or expense of any kind at the end of the term for which funds are appropriated. City has no obligation to make appropriations for this Agreement in lieu of appropriations for new or other agreements. City budget decisions are subject to the discretion of the Mayor and the

Board of Supervisors. Contractor’s assumption of risk of possible non-appropriation is part of the consideration for this Agreement.

THIS SECTION CONTROLS AGAINST ANY AND ALL OTHER PROVISIONS OF THIS AGREEMENT.

3.1.2 Maximum Costs. City’s payment obligation to Contractor cannot at any time exceed the amount certified by City’s Controller for the purpose and period stated in such certification. Absent an authorized emergency per City Charter or applicable Code, no City representative is authorized to offer or promise, nor is City required to honor, any offered or promised payments to Contractor under this Agreement in excess of the certified maximum amount without the Controller having first certified the additional promised amount and the

Parties having modified this Agreement as provided in Section 11.5, “Modification of this

Agreement.”

3.2 Authorization to Commence Work. Contractor shall not commence any work under this Agreement until City has issued formal written authorization to proceed, such as a purchase order, task order or notice to proceed. Such authorization may be for a partial or full scope of services.

3.3 Compensation.

3.3.1 Contract Not to Exceed Amount. The amount of this Agreement shall not exceed [insert whole dollar amount in numbers and words in bold -- no pennies and no

“.00”], the breakdown of which appears in Appendix C, “Calculation of Charges.” City shall not be liable for interest or late charges for any late payments. City will not honor minimum service order charges for any Services covered by this Agreement.

(a) SaaS Implementation and Training Services: The breakdown of costs associated with the SaaS Implementation and Training Services appear in Appendix C (“Calculation of Charges”). Compensation for Services rendered pursuant to Appendix A shall be made in monthly payments on or before the 30th day of each month for work that City, in its reasonable discretion, concludes has been performed as of the 1st day of the immediately preceding month. In no event shall the amount for SaaS Implementation and Training Services

[Contractor Name] 9 of XX [Date] under this Agreement…