RFP_2026-009_WCH_II_Independent_Appraisal_Review.pdf

RFP Release Date: June 26, 2026

Request for Proposal (RFP) – No. 2026-009 State of California

San Gabriel & Lower Los Angeles Rivers and Mountains Conservancy (RMC)

WEST COYOTE HILLS PHASE II – INDEPENDENT APPRAISAL REVIEW

SERVICES

The San Gabriel & Lower Los Angeles Rivers and Mountains Conservancy (RMC) is requesting proposals for independent appraisal review services for an appraisal of approximately 483 acres of vacant land referred to as the West Coyote Hills (WCH), a master planned property in northern Orange County. The independent review must be performed by a qualified independent appraiser who is licensed pursuant to the Real Estate Appraisers’ Licensing and Certification Law, did not conduct the appraisal under review, and has no financial interest in the proposed project.

Interested entities may view the RFP on the Rivers and Mountains Conservancy website at http://www.rmc.ca.gov or on the CaleProcure website.

All technical questions should be directed to Amanda Chan, Analyst II, (626) 426-0574 or achan@rmc.ca.gov.

Other questions related to the agency and the project may be directed to Mark Stanley, Executive Officer, at mstanley@rmc.ca.gov or Blair Crossman, Conservancy Project Manager, at bcrossman@rmc.ca.gov.

Proposals must be submitted by the deadline to the staff listed below:

Submittal Deadline: Monday, July 13, 2026 by 12:00 PM

Mail or deliver Proposals to the following address:

Rivers and Mountains Conservancy

Attn: Amanda Chan, RFP No. 2026-009 100 N. Old San Gabriel Canyon Road

Azusa, CA 91702

Office Phone: (626) 815-1019

Bid opening: Wednesday, July 13, 2025 at 2:00pm via Microsoft Teams

Meeting ID: 270 038 824 215 065 Passcode: rp2Ev7Kk

Please see the RFP for full instructions and details of scope of work.

Facsimiles or Proposals submitted/passed through to other RMC personnel, or personnel of related agencies, will not be accepted.

http://www.rmc.ca.gov/ https://caleprocure.ca.gov/pages/index.aspx mailto:achan@rmc.ca.gov mailto:mstanley@rmc.ca.gov mailto:bcrossman@rmc.ca.gov https://teams.microsoft.com/meet/270038824215065?p=VZmZrmboga6SXYo9F2

Small Business (SB) Notice 5% Small Business Preference

For a business to be considered a Small Business (SB), they must be certified with the State of California Department of General Services in accordance with California Code of Regulations, Title 2, Section 1896.94. Your business may be eligible if it meets all of the following:

• Must be independently owned and operated

• Cannot be dominant in its field of operation

• Must have its principal office located in California

• Must have its owners (or officers in the case of a corporation) domiciled in California

• Together with its affiliates, be either:

o A business with 100 or fewer employees, and an average annual gross receipts of $14 million or less over the previous three tax years, or o A manufacturer with 100 or fewer employees

• Microbusiness: A small business will automatically be designated as a microbusiness if gross annual receipts, together with all affiliates, are less than $3,500,000 or the small business is a manufacturer with 25 or fewer employees

Please see the following website for more information about SB certification benefits and eligibility requirements: https://caleprocure.ca.gov/pages/sbdvbe-index.aspx

What is the SB Preference?

State law allows certified small business (SB) and microbusiness (MB) firms to receive a 5% bidding preference on applicable state solicitations. The 5% preference is also available for non-certified business who subcontract 25% of contract amount with a certified SB/MB.

The effect of the preference is to help SBs/MBs be more competitive in the bid process, thereby enhancing state contract awards directly or indirectly to SB/MB. The preference is only used for computation purposes to determine the winning bidder, the contract is awarded at the actual bid amount.

In no event shall the SB preference or non-SB subcontracting preference exceed $50,000.00 in any single bid.

Please see Section VII Preference Programs of this RFP for more information.

https://caleprocure.ca.gov/pages/sbdvbe-index.aspx

Disabled Veteran Business Enterprise (DVBE) Notice

Bidder’s attention is directed to the Disabled Veteran business enterprise (DVBE) Participation requirement for bidders, as outlined in Section VII Preference Programs of this RFP. In order to be responsive and eligible for award of the contract, bidder must attain the prescribed goals for the DVBE participation:

The DVBE participation Requirement for this solicitation is 3%.

Failure to fulfill the DVBE participation requirement will render your bid non-responsive.

It is essential that you commence the required participation process immediately, to allow adequate response time for the potential DVBE participants.

The DVBE participation requirement is mandatory by state law, whether you are conducting business as an individual, partnership, or corporation.

For a business to be considered a DVBE, they must be certified with the State of California Department of General Services in accordance with California Code of Regulations, Title 2, Section 1896.94. A contractor, subcontractor, or supplier will not be considered to perform a commercially useful function if the contractor’s, subcontractor’s, or supplier’s role is limited to that of an extra participant in a transaction, contract, or project through which funds are passed in order to obtain the appearance of disabled veteran business enterprise participation.

What is the DVBE participation requirement?

Three percent (3%) DVBE participation is required for this solicitation. A DVBE incentive will be given to bidders who provide DVBE participation meeting or exceeding the minimum goal of 3%. All bidders must meet the full participation requirement based on the total bid amount in order to be conserved a responsive bidder.

There are two (2) methods of meeting the goal. If a bidder is a:

1. Non-DVBE: Commit to use DVBEs for the amount stated in the bid document; or,

2. DVBE: Commit to performance not less than the amount stated in the bid document with its own forces or in combination with other DVBEs

What is the DVBE Incentive Program?

The DVBE Incentive Program was established by statute and applies to contracts financed by State funds. The incentive is designed to encourage bidders to partner with DVBE subcontractors. The incentive may be combined with other incentives and preferences up to an established cap of $100,000.00. The incentives used only for evaluation purposes and does not alter the amounts of the actual bids.

Please see Section VII Preference Programs of this RFP for more information.

Documentation

In order to be considered a responsive bidder, bidder must document at least 3% DVBE participation commitment by completing and submitting the following forms with the bid:

• DGS PD 843 Disabled Veteran Business Enterprise Declarations: http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd _843.pdf

• GSPD-05-105

Bidder Declaration Form: https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/g spd05-105.pdf

Bids that fail to submit the completed required forms to confirm the level of DVBE participation will not be eligible to receive the DVBE incentive and may be declared unresponsive due to DVBE participation requirements. Clerical and typographical errors on these forms may be corrected at the State’s sole discretion.

Information submitted by the bidders to claim the DVBE Incentive(s) will be verified by the State. If evidence of an alleged violation is found during the verification process, the State shall initiate an investigation in accordance with the requirements of the PCC §10115, et set., and MVC § 999 et seq., and follow the investigatory procedures required by the 2 CCR §1896.80. Contractors found in violation of certain provisions may be subject to loss of certification, penalties, and/or contract termination.

Please see the following website for more information about DVBE certification benefits and eligibility requirements: https://caleprocure.ca.gov/pages/sbdvbe-index.aspx

After award and executed contract

If awarded the contract, the DVBE contractors and/or subcontractors proposed by the bidder must be used unless prior written notice of submission is provided to the State and the State approves such substitution. The substitution request must be approved before the substitution can take place.

Contractor understands and agrees that should award of this contract be based in part on their commitment to use the Disabled Veteran Business Enterprise (DVBE) subcontractor(s) identified in their bid/off, per MVC 999.5(e), a DVBE subcontractor may http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf 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 only be replaced by another DVBE subcontractor and must be approved. Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid/offer and approved DVBE substitution(s) will be documented by contract amendment.

If the contractor fails to utilize a small business (SB) or Disabled Veteran Business Enterprise (DVBE) subcontractor as required by the contract, the contractor may face penalties. These could include written notices, contract termination, potential liquidated damages, and potential suspension from doing business with the State. The contractor may also be required to submit a written request for substitution of a SB or DVBE subcontractor to the awarding department and receive approval from both the awarding department and the DGS Office of Small Business and DVBE Services (OSDS).

Request for Proposal (RFP)

State of California San Gabriel & Lower Los Angeles Rivers and Mountains Conservancy (RMC)

The San Gabriel & Lower Los Angeles Rivers and Mountains Conservancy (RMC) is issuing a Request for Proposal (RFP) for independent appraisal review services of approximately 483 acres of vacant land referred to as the West Coyote Hills (WCH), a master planned property in northern Orange County. The objective of this RFP is to select an appraiser (Contractor) that is best qualified to provide an opinion about the quality of the appraisal report under review (without the reviewer’s own opinion of value), the reasonableness of the fair market value conclusions, and whether or not the appraisal conforms the Uniform Standards of Professional Appraisal Practice (USPAP) currently adopted by the Appraisal Standards Board of the Appraisal Foundation and Department of General Services’ Real Estate Services Department (DGS-RESD) Appraisal Specifications

I. PROJECT OVERVIEW AND DESCRIPTION

The Rivers and Mountains Conservancy (RMC) is a State agency whose mission is to preserve open space and habitat in order to provide for low-impact recreation and educational uses, wildlife habitat restoration and protection, and watershed improvements. The RMC territory includes the San Gabriel and Lower Los Angeles Rivers watersheds in 68 cities and portions of Los Angeles and Orange Counties.

The West Coyote Hills is located in the northwestern portion of the City of Fullerton (City) in Orange County. It is west of Euclid Street, east of South Beach Boulevard, north of Rosecrans Avenue, and south of the City of La Habra’s West Nicklaus Avenue. The West Coyote Hills was a major oil field that operated for the majority of the twentieth century;

however, extraction ceased in the 1970s. The Property is part of an approximately 510-acre tract of prime real estate for residential development since it is the largest remaining tract of undeveloped land in north Orange County.

Since West Coyote Hills ceased oil production in the 1970s, the City has been working to implement a comprehensive redevelopment plan for the site. In 2015, the City approved a Vesting Tentative Tract Map (VTTM) 17609 that allows for the subdivision of the 510-acre site into 775 lots. These lots were divided and identified as nine (9) different neighborhoods and areas to be dedicated to the City as open space as development is phased. The approval of VTTM 17609 also allowed the City to purchase the property to be permanently deed restricted for open space and park resource conservation purposes.

In December 2021, the City acquired Neighborhoods 1 and 3, approximately 24.1 acres of the 510-acre site. Presently, the owner has expressed interest in selling an additional approximately 483 acres, including Neighborhoods 4 through 9 and Open Space Dedication Areas A through C. The subject property (Property) is identified as Orange

County Assessor Parcel Numbers 287-081-24 (portion), 287-081-25, 287-081-26, 287- 081-48, 287-081-51, 287-081-52 (portion), 287-081-53, 287-081-54, 287-082-27, 287- 082-28, 288-091-12, 288-091-13, and 288-091-14.

Ultimately, if the Property is acquired for conservation purposes, habitat including coastal sage scrub, clustered tarweed, elderberry woodland, southern cactus scrub, and toyon-sambucus chaparral would be preserved. The Property also supports habitat for the federally threatened Coastal California gnatcatcher and sensitive Coastal cactus wren.

Other benefits would include public access and recreation, protection of open space, restoration of urban watershed health, and facilitating environmental education and stewardship.

The potential owner, the Watershed Conservation Authority (WCA) is a joint powers authority of the RMC and Los Angeles County Flood Control District. As the potential owner, WCA released a bid for appraisal services of the property on June 12, 2026 (Exhibit A). At the time of this RFP release, the appraiser has not yet been selected.

The estimated contract amount is budgeted for no more than $30,000 for a three (3)-month term, with an option to extend the contract term by up to a year by mutual agreement. The most highly qualified Contractor is expected be selected and the contract awarded in July 2026 with a start date no earlier than July 20, 2026.

The RMC does not guarantee that any work will be made under the agreement(s) during the contract period to the selected entity. Additional Deliverable: Additional appraisal consultation for additional consultation meetings and/or appraisal-related services.

These may be incurred only as requested by RMC in specific hourly increments. Note invoices shall be submitted upon completion of agreed tasks and not more frequently than once a month, in arrears.

The executed Agreement(s) may be formally amended to accommodate schedule conflicts or any unexpected costs associated with the services, by mutual consent of the RMC and the Contractor. A variation of the terms (i.e., change in project representative, change in budget) requires mutual consent from the RMC and Contractor. No verbal understanding, agreement, or amendment not incorporated into the Agreement is binding on either party.

II. ELIGIBLE PROPOSERS

Public or private corporations, agencies, organizations, associations, or individuals may submit a proposal in response to this RFP. The proposer must be legally constituted and qualified to do business within the State of California (registered with the Secretary of State). With the exception of bidders whose legal status precludes incorporation (i.e., public agencies, sole proprietorships, and partnerships), proposers that are not fully incorporated by the deadline for submitting proposals will be disqualified. The bidder must also not be listed on either list of the 500 largest tax delinquencies pursuant to Section 7063 or 19195 of the Revenue and Taxation Code.

III. MINIMUM QUALIFICATIONS FOR PROPOSERS

Proposers shall be classified as a Certified General Appraiser by the State of California Bureau of Real Estate Appraisers. This assignment is required to be consistent and in compliance with Uniform Standards of Professional Appraisal Practice (USPAP) and California DGS. The appraiser must be proficient, qualified, and have obtained the required continuing education to perform the assignment and are expected to have prior experience with performing an assignment that requires compliance with USPAP and DGS-RESD Appraisal Specifications.

The proposer must show a high level of confidentiality and work well with a diverse group of intended users and stakeholders.

IV. SCOPE OF WORK

The Contractor will conduct an independent review of the appraisal report under consideration. The independent review must be performed by a qualified appraiser who meets the minimum qualifications in Section III, did not conduct the appraisal under review, and has no financial interest in the proposed project.

The appraisal under review is expected to be completed by July 27, 2026 and will be determined at a fair market value of the property valued to the highest and best use, considering VTTM 17609. The appraiser was instructed to exclude value associated with miscellaneous outbuildings and equipment relating to a previous oil extraction operation. Valuation was to also exclude consideration for mineral and oil rights consistent with the property’s highest and best use. There is currently no purchase and sale agreement in place. However, it is to be assumed that the Property will be cleaned of environmental contamination to open space standards at the expense of the seller if acquired. A Remedial Action Plan will need to be approved by relevant regulatory agencies for the project. This remediation may not be completed by the time of closing.

The Appraiser was also instructed that the appraisal report will conform to the current editions of the following:

1. Uniform Standards of Professional Appraisal Practice (USPAP).

2. Code of Professional Ethics and Standards of Professional Appraisal Practice of the Appraisal Institute.

3. Department of General Services (DGS) Environmental Appraisal Specifications

The independent appraisal review must include a field visit, to be scheduled in coordination with the RMC, and meet the requirements of Standard 3 of USPAP. The narrative review report shall contain at least the information and opinions in Exhibit B, https://www.dgs.ca.gov/-/media/Divisions/RESD/Publications/AMB/Appraisal-Docs/Appraisal-Specifications-v3C.pdf?la=en&hash=30D71DA30E3A6F05409A92F61CBB45BFAE8FC5BD including a summary of the appraisal, a statement of the basis on which the value of the land was established, the conclusion of highest and best use, a description of the standards used to prepare the appraisal, and a determination of whether or not the appraisal meets the relevant standards listed above.

The final independent review report will be provided to the Department of General Services (DGS) to support their evaluation of the appraisal under review. The Contractor is authorized to have direct communications with the appraisal author and DGS. The RMC will provide the Contractor with the contact information of the appraisal author and staff assigned to this review at the DGS. The Contractor shall be available to answer any questions DGS may have on the independent review report provided. Revisions may be needed depending on the comments received during review. Any contact with the owner or other intended users of the appraisal should be coordinated through the RMC.

The RMC is the main client of the appraisal. Other intended users include, but are not limited to, the Watershed Conservation Authority (WCA), City of Fullerton, California Wildlife Conservation Board (WCB), State Coastal Conservancy (SCC), and United States Fish and Wildfire Service (USFWS).

Intended Use: The appraisal will be used for acquisition purposes with public and private funding. It is not intended for any other use.

Project Deliverables

Task 1 – Meetings

• The Contractor should prepare for at least three (3) meetings. The meetings with the

Contractor should be limited to the Clients only (RMC, WCA, and DGS), with the exception of the “kickoff” meeting which may include the owner or owner’s representative.

• The meetings will be held via video conference utilizing Microsoft Teams at times and dates to be coordinated and specified by RMC.

• Additional video conference meetings with the selected contractor may be scheduled as follows:

o Meeting with RMC/WCA within seven (7) business days following submission of the DRAFT appraisal report for the subject property to be submitted for third party review.

o Meeting with RMC/WCA and DGS within fourteen (14) business days following submission of the FINAL appraisal report to discuss the DGS appraisal review.

Task 2 – Field Visit/Property Inspection

• Conduct a physical inspection of the properties (±483 total acres)

• Verify physical conditions, encumbrances, structures, improvements, and infrastructure for each property is included in the appraisal report

Task 3 – Appraisal Review Report A completed report shall be delivered to RMC.

• Appraiser shall provide RMC with one (1) electronic Appraisal Report including any addendum with scanned signature, and up to four (4) identical hard copies, all four

(4) with original signatures, may be requested.

• All appraisal reports shall be neatly bound with front and back covers, 8½" X 11" in size.

• Appraiser's report shall be complete upon submission and review and approval by the State of California, and appraiser agrees to correct any omissions of errors on their part at no extra cost to RMC or the State. Neither acceptance of the report, nor its retention by RMC shall be deemed to waive any obligations of Appraiser hereunder.

• At least seven (7) business days prior to the agreed delivery date of the FINAL appraisal report, a DRAFT report shall be submitted to RMC for transmission to DGS for its initial analysis and comment. Upon written comment by DGS, the appraisal report may then be finalized and submitted for final review and will be subject to approval by DGS. The letter of transmittal in the FINAL appraisal report shall disclose any material deviations between the DRAFT report and the FINAL report.

• Communication between the appraiser and third party appraiser is expected to be timely

• The appraisal and/or third party independent review may need to revise the appraisal report based on feedback from RMC, WCA, DGS, and USFWS.

Additional Deliverables/Requirements

Appraiser agrees that the report, its contents and conclusions are for the confidential information and use of RMC, WCA, and DGS and its authorized representatives and that the Appraiser shall not disclose any data, reasoning, or conclusions in whole or in part to any person whatsoever other than as provided herein.

Contractor warrants that Contractor has no financial interest, present or contemplated, in the property being appraised or properties affected by this contract, including but not limited to, being the seller or donor, a party to the seller's acquisition of the property, or employed by or related to any of the above, or have a financial relationship with any of the above.

Written consent is hereby given to RMC to disseminate to the public through the news media, or any other public means of communication, the contents or valuation conclusions of the appraisal report prepared hereunder.

Required Deliverables Summary (dates subject to change).

Deliverable Task Due Date Kickoff Meeting 1 July 27, 2026 DRAFT Independent third party review report completed

2, 3 Per Consultant’s proposed schedule

DRAFT Appraisal Meeting with Appraiser and RMC

1 Per Consultant’s proposed schedule

FINAL Appraisal Review AND Appraisal Report to be submitted to DGS

3 August 10, 2026

Review FINAL Appraisal and FINAL Appraisal Review with DGS (if needed)

3 Per Consultant’s proposed schedule

ALL Deliverables to be completed

1-3 August 30, 2026

Dates are subject to change.

V. PROPOSAL MINIMUM REQUIREMENTS

Entities (individuals or firms) interested in providing professional services for this contracting opportunity shall submit the following information in 8.5” x 11” format (12-point Arial font), one-inch (1”) margins with each of the numbered sections below addressed and collated in a separate tab. The Proposal should include a table of contents with use of tabs or some type of divider system to clearly separate out the different parts of the Proposal.

Proposal shall provide straightforward and concise descriptions of Contractor’s ability to satisfy the requirements of this RFP. Consultants shall ensure that their written responses completely and accurately indicate how they meet each criterion listed in Section VII. SELECTION CRITERIA. All documents contained in the Proposal shall have original signatures and shall be signed by a person authorized to bind the proposing Contractor. Proposals not including the proper required attachments or original signatures shall be deemed non-responsive. A non-responsive Proposal is one that does not meet one or more of the minimum requirements.

Submit two sets (one hard copy original, one flash drive) of the following:

1. Letter of Interest that includes the Federal Identification Number (if applicable) of the firm as well as the person authorized to negotiate and sign all agreements.

2. A completed STD 204 Vendor Data Record and STD 205 Payee Data Record Supplement should be submitted with an original signature. The current version of the forms are available here.

3. Executive Summary (2 pages preferred).

4. Written statement of the contractor(s)’s qualifications that is responsive to the selection criteria below, including standard services, work plan, and project schedule. Contractors shall respond in writing indicating how they believe their qualifications fulfill the requirements of these criteria. Contractors must respond to each numbered criterion with complete and organized responses.

a. Past Performance and Record of Successful Completion of Similar Work:

List up to five (5) appraisal reviews completed within the past five (5) years.

At minimum, provide basic information about the level of each listed review, who was the Lead Agency, what was the scope of work and any special consultations or permits that were needed.

b. A resume of the contractor(s) and for any proposed sub-contractors. The resume should include each individual’s proposed project assignment and responsibilities, their specific professional experience related to this assignment, post high school education and licenses, and their current work assignment(s) and projected completion dates.

c. Work Plan and Project Schedule: Describe the Proposer’s ability to perform the required services in a timely fashion. Based on similar past experiences, provide a work plan, which summarizes in narrative form how the appraisal review will be completed. Also, describe any technology or tools the Proposer has available to assist in completing the appraisal review in a timely fashion.

5. Methodology and Costs Proposal: Information requested is required to support the reasonableness of your quotation. Cost must have a detailed breakdown showing how the costs were determined and the desired method of payment (i.e., flat fee, lump sum, unit rate basis). The breakdown must include the following:

a) Proposer shall provide their Cost Proposal for performing the required services and shall include all applicable taxes and other expenses, such as all travel expenses, copying, postage, and other appropriate expenses.

b) Deliverables: See Section IV. SCOPE OF WORK. These costs shall be included in the Cost Proposal. A proposed cost/budget must be included for each Task and Deliverable.

c) For calculation purposes, Proposer shall use the below listed guidelines for costing travel, expenses, and deliverables. No separate or additional https://www.dgs.ca.gov/Resources/SAM/TOC/8400/8422-190#:%7E:text=The%20purpose%20of%20the%20STD,a%20payment%20from%20the%20state.

billings will be considered for reimbursement without written permission from the RMC.

• Transportation: Travel expenses and per diem directly related to the contract services shall be included in direct costs. Such costs shall not exceed the rates paid to the State’s non-represented/excluded employees (CCR Title 2, Section 599.619).

• Hourly Rates: Provide hourly billing rates for staff and subcontractors as follows - Category of personnel, rate per hour, and total cost for each category of personnel.

• Identification of Subcontractor(s) Costs: Provide listing of proposed subcontractors and associated fees (i.e., admin mark-up).

d) Additional Deliverable: Additional appraisal consultation (customary hourly rate) for additional consultation meetings and/or appraisal-related services, including potential provisions of consulting, analysis, etc. These may be incurred only as requested by RMC in specific hourly increments.

Therefore, the contractor is required to provide a maximum hourly rate for such services in the proposal.

e) Schedule of completion for all tasks and milestones.

6. Additional Required Documents [Note: all documents are required to be submitted with the Proposal; if a form(s) do not apply to you/agency, please still include form(s) in the submittal and add “Not Applicable” to the top right corner of the form(s)]:

a. Current Statement of Information (can be obtained on the California Secretary of State’s website here). If operating under a fictitious business name, provide all supporting documentation (i.e., fictitious business name statement certified by the appropriate county clerk).

b. If applicable, proof of current certification from the DGS Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS).

This information can be obtained here.

c. Completed and signed California Civil Rights Laws Attachment (DGS OLS 04), available here.

d. Darfur Contracting Act Certification (DGS PD 1). This form can be found here.

e. Iran Contracting Act Verification Form (DGS PD 3). This form can be found here.

https://businesssearch.sos.ca.gov/ https://caleprocure.ca.gov/pages/BS3/login.aspx https://www.documents.dgs.ca.gov/dgs/fmc/dgs/ols004.pdf https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_3.pdf

f. The Bidder Declaration Form (GSPD-05-105). This can be found here.

This form documents any subcontracted services presented in the proposal.

g. Disabled Veteran Business Enterprise Declarations Form (STD 843). This can be found here). This form documents compliance with requirements set forth in the Military and Veterans Code and is required to be completed for each Disabled Veteran Business Enterprise.

The State encourages Small Businesses and Disabled Veteran Business Enterprises to apply.

To locate certified firms for subcontracting purposes, start on CaleProcure at https://caleprocure.ca.gov/pages/index.aspx. Click on “Small Business / Disabled Veteran Business Enterprise,” then “Search for Certified SB/DVBE Firms.” In the Certification Type, select any combination of Micro Business (MB), Small Business (SB), or Disabled Veteran Business Enterprise (DVBE).

Additionally, there are fields that allow for a narrowing of the search. In the UNSPSC Classifications field, a search can be conducted in which the words “appraisal” or “valuation services” are used. If, for example, the UNSPSC Classification for Real estate appraisal & valuation Srvcs (80131802) is selected, in addition to Disabled Veteran Business Enterprise (DVBE), Service Area (County) Los Angeles (019), a number of DVBE certified firms that associate with the Real Estate Appraisal & Valuation Services category are shown.

If you feel you (if an individual), your company or your subcontractor qualifies as either, you may go here for more information or call OSDS at (916) 375-4940 for further information.

VI. SUBMISSION INFORMATION AND DEADLINE

All proposals must be submitted under sealed cover and sent to the Rivers and Mountains Conservancy by 12:00pm on Monday, July 13, 2026. Proposals received after this date and time will not be considered.

The original proposal must be marked "ORIGINAL COPY.” All documents contained in the original proposal package must have original signatures and must be signed by a person who is authorized to bind the proposing individual/firm. All additional proposal sets may contain photocopies of the original package.

The proposal envelopes must be plainly marked with the RFP title, your firm name and address, and must be marked with "DO NOT OPEN", as shown in the following example:

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

Attn: Amanda Chan

100 N. Old San Gabriel Canyon Road Azusa, CA 91702

RFP 2026-009

DO NOT OPEN

If the proposal is made under a fictitious name or business title, the actual legal name of proposer must be provided.

The bid price and all cost information must be submitted in a separate sealed envelope.

The envelope should be affixed to the outside of the proposal package and marked “Sealed Cost Proposal-DO NOT OPEN.”

Proposals not submitted under sealed cover and marked as indicated may be rejected.

Facsimiles or Proposals submitted/passed through to other RMC personnel, or personnel of related agencies, or via electronic delivery will not be accepted.

Bid opening is scheduled for the same day:

Monday, July 13, 2026 at 2:00pm via Microsoft Teams Meeting ID: 270 038 824 215 065 Passcode: rp2Ev7Kk

After opening, bids are still subject to evaluation and scoring and SB/DVBE preferences to be applied, if any. Award is expected to be announced in mid July 2026.

VII. SELECTION CRITERIA

1. Minimum Qualifications. Each proposal will be checked for the presence or absence of required qualifications outlined in Section V. PROPOSAL MINIMUM REQUIREMENTS. Proposals that do not meet Section V will be rejected.

Pass/Fail

2. General quality and responsiveness of overall Proposal as shown by Scope of Work. 20%

3. Professional experience and qualifications of the lead appraiser in relation to the work to be performed 20%

4. Qualifications of personnel assigned to the project – list each person with their role and office location for all staff identified as a part of this proposal as well as staff education, length of time in profession and with firm, real estate appraisal https://teams.microsoft.com/l/meetup-join/19%3ameeting_NDVkYzBjYWQtMGNkNy00M2YyLTk0MmQtNzBjNDIwZTg0ZTYx%40thread.v2/0?context=%7b%22Tid%22%3a%22e9a5da72-0596-4f6c-9711-dfcc228c94d4%22%2c%22Oid%22%3a%220835d292-73bf-48e4-8dc5-425f0d64c3a1%22%7d certification level, and training to be assigned to and involved with the project (identify staff of sub-consultants similarly but separately). 20%

5. Government Appraisal Experience. 10%

6. Cost Proposal: The contract price submitted by Proposer will be compared to the costs submitted by other Proposers. The price will be evaluated by certain factors including but not limited to reasonableness, bid is within estimate, bid cover a wide range, hourly rates, admin/subconsultant markup, and realistic to timeline and budget.

Lowest Cost Proposal will receive the highest number of points. 30%

Award is to the most responsible proposer offering the lowest cost for its services.

VIII. PREFERENCE PROGRAMS

A. In accordance with section 999.5(a) of the Military and Veterans Code and DVBE Incentive Regulations, CCR 1896.99.100, an incentive will be given to bidders who provide DVBE participation. For evaluation purposes only, the State shall apply an incentive to bids that propose California certified DVBE participation as identified on the Bidder Declaration GSPD-05-105 and confirmed by the State.

The GSPD05-105 can be accessed at:

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf. The incentive amount for awards based on low price will vary in conjunction with the percentage of DVBE participation. The following percentages will apply for awards based on low price.

Confirmed DVBE Participation of:

DVBE

Incentive 5% or over 5%

4% to 4.99% inclusive 4% 3% to 3.99% inclusive 3%

For awards based on low price, the net bid price of responsive bids will be reduced (for evaluation purposes only) by the amount of DVBE incentive as applied to the lowest responsive net bid price. If the #1 ranked responsive, responsible bid is a California certified small business, the only bidders eligible for the incentive will be California certified small businesses. The incentive adjustment for awards based on low price cannot exceed 5% or $100,000, whichever is less, of the #1 ranked net bid price. When used in combination with a preference adjustment, the cumulative adjustment amount cannot exceed $100,000.

B. A Small business (SB) Preference of five percent (5%) will be granted in accordance with Government Code Section 14835, and as contained in Title 2, California Administrative Code Section 1896 et. seq. To claim the Small Business Preference, which may not exceed $50,000 for any bid, a Bidder must have its principal place of business located in California and must have an approved small business certification form and proof of annual receipts on file with the Department of General Services, Office of Small Business and Disabled Veteran Business Services (OSDS).

The 5% preference is used only for computation purposes, to determine the winning bidder, and does not alter the amounts of the resulting contract(s). A certified small business receives an amount equal to 5 % of the lowest cost proposal submitted by a non- certified small business reduced from its cost proposal.

Bidders requesting the Small Business Preference must indicate this on the Letter of Interest. The application of the five percent (5%) Small Business bidding preference is extended to non-small businesses that commit to subcontracting at least twenty-five percent (25%) of its net bid price to California Certified Small Businesses and/or Micro-businesses when the non-small business:

o Has included in its bid a notification to the Department that it commits to subcontract at least twenty-five percent (25%) of its net bid price with one

(1) or more small businesses; and o Has submitted a timely, responsive bid; and o Is determined to be a responsible bidder; and o Submits a Bidder Declaration GSPD-05-105 listing the small businesses it commits to subcontract with for a commercially useful function in the performance of the Agreement.

Bidders having pending Small Business Certification applications under review by the Department of General Services concurrent with the bid timeframe should contact OSDS to request an expedite review/approval of their application in order to be considered for the small business preference during the evaluation of this bid. Contact OSDS at (916) 375-4940 to obtain information about the application expedite process.

IX. CONTRACT ADMINISTRATIVE PROCESS

Proposals that meet the minimum requirements will be submitted to an evaluation committee and scored according to the Selection Criteria. Each evaluator’s scores will be inputted on a master score sheet and the scores for each criterion will be added up and then divided by the number of evaluators for an average score for Technical Merit (Selection Criteria 1-5). A total of one hundred percent (100%) maximum are available for Technical Merit and Cost Proposal; however, a minimum combined score of seventy percent (70%) for Technical Merit and Cost Proposal must be achieved to be considered responsive (a responsive proposal is one which meets or exceeds the requirements stated in this RFP). Submittals will be evaluated and scored based upon the above selection criteria for those proposals who have complied with the minimum qualification requirements. Contractors may be invited for an oral presentation on qualifications and experience.

Cost proposal opening is scheduled for July 12, 2026 at 2:00pm via Teams. Following the opening and reading of cost proposals, cost proposals are then adjusted for applicable SB and DVBE incentives.

The contract is awarded to the responsible and qualified proposer offering the lowest cost for its services, after all preference programs are applied (if any). The Agreement, if awarded, shall be subject to approval by RMC/Department of General Services control agency and shall not be binding on RMC or Contractor until approved by such agency.

The State and RMC reserve the right to terminate the selection proceedings at any time.

See Public Contract Code § 6106.5 (e) for further requirements pertaining to sub-consultants.

X. PROPOSAL GENERAL INFORMATION:

1. All Proposals become the properties of the RMC upon receipt and will not be returned to the proposers. Costs incurred for developing Proposal and in anticipation of award of the Agreement are entirely the responsibility of the Proposer and shall not be charged to RMC or the State of California.

2. All Proposers’ responses and cost information shall remain undisclosed until a successful firm is identified or, if all proposals are rejected, after rejection of all such Proposals; following that date all Proposals shall be regarded as public records under the California Public Records Act (GC 6250 et seq) and subject to review by the public.

3. A Proposal may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. RMC may waive an immaterial deviation in a Proposal. RMC’s waiver of an immaterial deviation shall in no way modify the RFP document or excuse the Proposer from full compliance with all requirements if awarded the Agreement.

https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=PCC&sectionNum=6106.5

4. Proposer may withdraw its Proposal by submitting a written withdrawal request to

RMC, signed by its authorized agent. Proposer may thereafter submit a modified/new Proposal prior to the Proposal Submission Deadline. Proposal modifications offered in any other manner, oral or written, shall not be considered.

5. RMC does not accept alternate Agreement language. A Proposal with such language will be considered a counter proposal and will be rejected. RMC’s General Terms and Conditions (GTC 04/2017) and Contractor Certification Clauses (CCC 04/2017), including Conflict of Interest provisions, are non-negotiable. The GTC and CCC may be viewed and downloaded at the DGS website: https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal- Services-Resources-List-Folder/Standard-Contract-Language. After award, conflict of interest guidelines, State Contracting laws and policies shall continue to be monitored and enforced by RMC.

6. Contractor agrees that the awarding department, the Department of General Services, the Bureau of State Audits, or their designated representative shall have the right to review and to copy any records and supporting documentation pertaining to the performance of this Agreement. Contractor agrees to maintain such records for possible audit for a minimum of three (3) years after final payment, unless a longer period of records retention is stipulated. Contractor agrees to allow the auditor(s) access to such records during normal business hours and to allow interviews of any employees who might reasonably have information related to such records. Further, Contractor agrees to include a similar right of the State to audit records and interview staff in any subcontract related to performance of this Agreement (GC § 8546.7, PCC § 10115 et seq., CCR Title 2, §1896). Contractor shall comply with the above and be aware of the penalties for violations of fraud and for obstruction of investigation as set forth in PCC § 10115.10.

A Pre-Award audit may also be performed by the RMC, the Department of General Services, or their designated representative.

7. Prevailing Wages: Pursuant to Labor Code Section § 1774, the Contractor and any subcontractors, regardless of tier, shall pay not less than the specified prevailing wage rates to all workers employed in the execution of the Contract.

Copies of the prevailing rate of per diem wages are on file at the Department of General Services, which shall be made available to all interested parties. Additionally, these prevailing wage rates are available on the Department of Industrial Relations (DIR) website here. For more information, visit the Prevailing Wage Requirements page of the DIR here.

https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/GTC-April-2017-FINALapril2017.pdf?la=en&hash=3A64979F777D5B9D35309433EE81969FD69052D2 https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-042017-rev-072019.pdf?la=en&hash=3BCBFBBAD601A7F9B658DFFFA9D2123BE3747F00 https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language https://www.lawserver.com/law/state/california/codes/california_labor_code_1774 https://www.lawserver.com/law/state/california/codes/california_labor_code_1774 https://www.dir.ca.gov/OPRL/DPreWageDetermination.htm https://www.dir.ca.gov/OPRL/DPreWageDetermination.htm http://www.dir.ca.gov/Public-Works/Prevailing-Wage.html

8. Notification of the Right to Protest:

Should a proposer claim the RMC failed to follow the procedures specified in either subdivision (b) or (c) of PCC § 10344, protestant must submit the initial protest letter and a detailed, written statement of protest, including the RFP title/number, and RMC contact information, to both of the following:

Department of General Services Office of Legal Services Attn: Protest Coordinator 707 Third Street, 7th Floor, Suite 7-330 West Sacramento, CA 95605 Fax: (916) 376-5088

Attn: Executive Officer 100 N. Old San Gabriel Canyon Road Azusa, CA 91702

Contract award protests process and related information may be found here.

9. RMC does not guarantee, either expressly or by implication, that any work or services will be required under any contract issued as a result of this RFP.

10. Budget Contingency Clause: It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered under any Agreements resulting from this RFP does not appropriate sufficient funds for the program, the Agreements shall be of no further force and effect. In this event, the State shall have no liability to pay any funds whatsoever to Contractor or to furnish any other considerations under the Agreements and Contractor shall not be obligated to perform any provisions of the Agreements.

If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, the State shall have the option to either cancel the Agreements with no liability occurring to the State or offer an agreement amendment to Contractor to reflect the reduced amount. This RFP’s resulting Agreements shall be contingent upon approval of the Department of General Services (DGS), State Controller’s Office, State Treasurer’s Office, and/or any other entity required to approve the agreements.

11. Upon bid opening, all documents submitted in response to this RFP will become the property of the State of California, and will be regarded as public records under the California Public Records Act (Government Code Section 6250 et seq.) and subject to review by the public. Copies of the bid packages may be returned only at the bidder's expense unless such expense is waived by the RMC.

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List-Folder/File-a-Protest-against-Solicitation?search=prtoest

12. This Project is subject to compliance monitoring and enforcement by the Department of General Services and audit by the Department of Finance.

13. All notices, clarifications, and addenda to this RFP shall be posted on the CaleProcure and RMC websites. It is the proposing Contractor’s responsibility to monitor these websites for all information regarding this RFP. RMC is not responsible for sending individual notifications of changes or updates. It is the sole responsibility of the proposing Contractors to remain apprised of changes to this

RFP.

XI. LIST OF ABBREVIATIONS:

CCR California Code of Regulations DGS Department of General Services DGS PD DGS Procurement Division DIR Department of Industrial Relations DVBE Disabled Veteran Business Enterprise GC Government Code GTC General Terms and Conditions OSDS DGS Office of Small and Disabled Veteran Business Enterprise Services OLS DGS Office of Legal Services PCC Public Contract Code RMC San Gabriel & Lower Los Angeles Rivers and Mountains Conservancy SB Small Business STD form Standard Form UASFLA Uniform Appraisal Standards of Federal Land Acquisition USPAP Uniform Standards of Professional Appraisal Practice USFWS United States Fish and Wildlife Service WCA Watershed Conservation Authority WCB Wildlife Conservation Board WCH West Coyote Hills

XII. QUESTIONS

All project and contract related questions and questions concerning this Request for Proposals (RFP) should be directed to Amanda Chan, Contracts & Budgets Analyst, in writing at achan@rmc.ca.gov. Questions must be received no later than seven (7) calendar days after the RFP advertisement. In the interest of fairness to all potential contractors, the RMC will not respond to individual requests for information regarding the RFP. Responses to all questions will be posted on the RMC’s website by 5:00pm July 6, 2026.

mailto:sgarcia@rmc.ca.gov?subject=SELA-CC%20PreconCM_RFP

END OF DOCUMENT

REQUEST FOR PROPOSALS — BID NO. 2026-06

Watershed Conservation Authority | 100 N. Old San Gabriel Canyon Rd, Azusa, CA 91702 | wca.ca.gov 1

REQUEST FOR PROPOSALS (RFP) – BID NO. 2026-06 (REBID)

WATERSHED CONSERVATION AUTHORITY (WCA)

WEST COYOTE HILLS PHASE II APPRAISAL

City of Fullerton

The WCA is seeking a qualified entity to provide independent appraisal services, including complete due diligence, property inspection, and determine the as-is, fair market valuation in connection with the potential acquisition of approximately ±483 acres of undeveloped, open space land known as the West Coyote Hills (WCH) property in the City of Fullerton, County of Orange.

The purpose of the appraisal is to determine the fair market value of the subject property for potential…