FACILITATION SERVICES FOR THE

COASTAL COMMISSION LOCAL GOVERNMENT WORKING GROUP

REQUEST FOR PROPOSAL (RFP) 26-01

Notice to Prospective Proposers

September 2, 2026

The California Coastal Commission, hereafter referred to as the State or the Commission, invites you to review and respond to this Request for Proposal (RFP), entitled RFP 26-01, Facilitation Services for the Coastal Commission Local Government Working Group. In submitting your proposal, you must comply with these instructions.

Note that all agreements entered into with the State of California will include by reference General Terms and Conditions (GTC 02/2025) and Contractor Certification Clauses (CCC 04/2017) that may be viewed and downloaded at https://www.dgs.ca.gov/ols/resources/page-content/office-of-legal-services-resources-list-folder/standard-contract-language. If you do not have internet access, a hard copy can be provided by contacting the person listed below.

In the opinion of the California Coastal Commission, this Request for Proposal is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, the contact person for this RFP is:

Vickie Tse, Fiscal & Business Services Analyst California Coastal Commission Email: vickie.tse@coastal.ca.gov

(415) 687-9998

Please note that no verbal information given will be binding upon the State unless such information is issued in writing as an official addendum.

Jessica Chan, Director of Fiscal & Business Services

STATE OF CALIFORNIA - NATURAL RESOURCES AGENCY GAVIN NEWSOM, GOVERNOR

CALIFORNIA COASTAL COMMISSION

455 MARKET STREET, SUITE 300

SAN FRANCISCO, CA 94105-2421

VOICE (415) 904-5200

WEB: WWW.COASTAL.CA.GOV

Table of Contents

1) Payee Data Record (STD 204)*

2) Contractor’s Certification Clauses (CCC)*

* These documents are not required with the proposal package but are required upon execution of the contract.

A) PURPOSE, GOALS, AND SCOPE OF WORK

The California Coastal Commission carries out the policies of the California Coastal Act dealing with public access to the coast, coastal recreation, the marine environment, coastal land resources and coastal development. The Commission is composed of 12 voting members and 4 non-voting members and holds public meetings at least once a month in coastal areas.

The purpose of this RFP is to contract with an outside vendor with environmental knowledge to coordinate, prepare, conduct, and provide ongoing facilitation services from an impartial standpoint for the Commission’s Local Government Working Group, which is comprised of Commissioners, local government elected officials, and Commission staff.

The anticipated term of the contract is for two (2) years beginning on October 1, 2026, or upon approval by Department of General Services, whichever is later, through September 30, 2028. The Commission may, at its discretion, exercise the option to extend the term of the contract for a period not to exceed one (1) additional year under the same terms and conditions and to add funds to continue the services for the additional one (1) year at the same rates or costs included in the contract for the original term. The anticipated contract amount is not to exceed $120,000.00 over the two (2) year term.

See Exhibit A – Sample Standard Agreement for the detailed Purpose, Goals, and Scope of Work that the awarded contractor will perform and the terms of the contract that may be awarded as a result of this solicitation.

B) SUBCONTRACTORS

Subcontractor Affiliation:

The Contractor will act as the prime contractor for the contracted services. In addition to identifying all personnel proposed to work under the awarded contract, the Contractor must also identify their subcontractor affiliation as applicable.

The Contractor shall identify the subcontractor firm, staff, tasks to be performed and amounts to be paid when subcontractors are used in the performance of the awarded contract using the GSPD-05-105 Bidder Declaration Form, available at https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf.

Contractors as Fiscal Agents:

Contractors acting as fiscal agents are prohibited. When a subcontractor ultimately performs all of the services that the Contractor has agreed to provide, and the prime contractor only handles the invoicing of expenditures, then the prime contractor’s role becomes that of a fiscal agent because it is merely administrative in nature and does not provide a commercially useful function. It is unacceptable to use fiscal agents in this manner because the Department is paying unnecessary administrative costs.

Contractors should carefully consider whether it is in their best interest to subcontract work out. Any proposal submitted by a proposer where it appears that the prime contractor’s role is solely one of a fiscal agent will be considered not responsive and therefore rejected.

C) MINIMUM QUALIFICATIONS FOR PROPOSERS

1) The proposer must have proven ability to work with and gain the confidence of a variety of elected officials, agency leaders, and other stakeholder groups and an ability to work with these group members in a coordinated way to address areas of disagreement and potential conflict and to identify mutually supportable paths forward.

2) The proposer must have demonstrated experience in facilitating complex interagency collaboration efforts related to coastal management, climate change, land use planning, and/or environmental resource management in State and/or local government in California.

3) The proposer must be able to work adaptively and collaboratively with a group to identify appropriate next steps, deliverables, etc. to meet the overall needs and goals of the group.

4) The proposer must have proven project organizational and client communication abilities.

5) The proposer must be available to meet with Commission staff on a regular basis, either in person, by video conference, or on the telephone, to provide updates and get feedback on activities.

6) The proposer must be qualified to do business in California. See Attachment 2, Bid/Bidder Certification Sheet (page 16), and follow completion instructions.

7) The proposer must provide at least three (3) references for services performed within the last five years, which are similar to the scope of work to be performed in this contract. See Attachment 4, Proposer References (page 20), and follow completion instructions.

8) The proposer must identify any potential subcontractors and their qualifications.

9) The proposer must be able to certify that no more than one final unappealable finding of contempt of Court by a Federal Court has been issued within the immediately preceding two (2) year period because of the proposer’s failure to comply with an order of a Federal court which orders the contractor to comply with an order of the National Labor Relations Board.

10) The proposer must be able to enter into a standard contract agreement with the Commission and to commence service no later than October 1, 2026.

11) The proposer must certify that they are not a scrutinized company as defined in Public Contract Code section 10476 by submitting with their bid package a completed Attachment 6, Darfur Contracting Act Form (page 22).

12) Proposer certifies it is not on either the California Franchise Tax Board’s (FTB) or the California Board of Equalization’s (BOE) lists of tax delinquents found at https://www.ftb.ca.gov/aboutFTB/Delinquent_Taxpayers.shtml and http://www.boe.ca.gov/cgi-bin/deliq.cgi. Public Contract Code section 10295.4 provides that a State agency shall not enter into any contract for goods or services with a contractor whose name appears on either list of the 500 largest tax delinquencies pursuant to Section 7063 or 19195 of the Revenue and Taxation Code. Any contract entered into in violation of Public Contract Code section 10295.4 is void and unenforceable.

13) On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid, the bidder represents that it is not a target of Economic Sanctions. Should the State determine, at any time prior to the execution of a contract, that the bidder is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the bidder’s bid.

14) Target Area Contract Preference Act (TACPA). NOTE TO BIDDER: The RFP response need not contain the TACPA form if there is no intention to claim this preference. This solicitation provides for the optional TACPA preference. Proposers are not required to apply for this preference. Denial of the TACPA preference request is not a basis for rejection of the proposal. The TACPA workplace and workforce preferences will be evaluated for this solicitation. California-based companies seeking TACPA preferences will need to complete and submit preference request forms with the proposal. The following webpage contains required preference request forms and an interactive map to determine if a business is located within a TACPA qualified zone: Request-a Target-Area-Contract- Preference. By submitting TACPA forms, a bidder given a TACPA preference agrees to the TACPA contract provisions required by Government Code section 4535 and provided in section 1896.40 of Title 2 of the California Code of Regulations (CCR) in addition to requirements specified on the TACPA form STD 830.

15) Qualification to Do Business in California. During the response evaluation process, the State will verify if the Proposer’s is currently registered and in good standing (i.e. “Active” status) with the California SOS, as applicable, in order to ensure that all obligations due to the State are fulfilled.

16) Commercially Useful Function (CUF) Compliance Form. If neither a small business nor a DVBE will be participating in the bid, then this form is not required. Proposer must provide a written, signed statement detailing the role and services the Proposer and/or Subcontractor(s) will provide to meet the CUF requirement. A separate form must be provided for each small businesses, micro businesses, and DVBE.

D) PROPOSAL REQUIREMENTS AND INFORMATION

1) Key Action Dates

* All dates after the Final Date for Proposal Submission (date and time) are projected and may be changed if needed to allow the State additional time for evaluation and contract execution.

2) Proposal Instructions

The proposal must include the following:

a) Description of Capabilities and Past Experience The proposal must demonstrate the proposer’s experience in facilitating interagency collaborative groups made up of elected officials, executive level staff and others that are focused on complex climate change, land use planning, and/or environmental resource management related topics, including tasks that are similar to those described in this RFP. The proposal must include a description of the proposer’s capabilities, particular strengths, and past accomplishments that are relevant to this proposed work. Include information on relevant project goals and whether and how those goals were achieved. Include quantified results if available.

b) Sample of Relevant Work Product for Other Client The proposal must include at least one sample of a relevant work product performed for another client, which demonstrates the proposer’s experience.

c) Project Personnel The proposal must identify the project coordinator for this project. The proposal must list all personnel who will be working on the project, their titles, and their job descriptions. The proposal must indicate the staff members who will be assigned to various aspects of the project and address those staff members’ capabilities and experience. The proposal must include resumes for each staff member who will exercise a major policy, administrative, or consultative role in carrying out the tasks of this RFP. The proposal must also include an organizational chart.

If subcontractors are contemplated, identify those persons or firms, the portions and monetary percentages of the work to be done by the subcontractors, how they were selected and why, provide resumes of each major subcontract participant, and describe how the subcontracted work will be controlled, monitored, and evaluated.

d) Work Plan Proposal must include a 24-month work plan, which will serve as a preliminary proposal indicating how the proposer would approach the tasks identified in this RFP. The work plan will be considered preliminary and subject to modification.

e) Reporting Timeline The successful completion of the tasks described in this RFP requires frequent discussions and meetings between the contractor and CCC staff. The proposal must include a statement that the proposer has read and can comply with the reporting timeline provided under A) Purpose and Description of Service.

f) Budget The total budget cannot exceed $120,000.00 for the two (2) year term. Any proposal with a budget exceeding $120,000.00 will be rejected.

The proposer must complete and sign the Itemized Cost Proposal Sheet (see page 19).

g) References The proposer must include three references for prior work completed for other clients. The proposer must complete the Proposer References form (see page 20).

3) Submission of Proposal

a. All proposals must be submitted and received by the California Coastal Commission by the dates and time shown in the Key Action Dates Proposals received after this date and time will not be considered. If the proposal is made under a fictitious name or business title, the actual legal name of proposer must be provided. Proposals not submitted under sealed cover may be rejected.

b. RFP documents must be submitted electronically (by email) to the California Coastal Commission to the contact individual below:

Vickie Tse vickie.tse@coastal.ca.gov Subject Line: RFP 26-01 Facilitation Services

c. If possible, submit all attachments in ONE email. If file size limits require separate email submissions, ensure the email subject lines are clearly noted by adding a number (e.g., “RFP 26-01 Facilitation Services – 1”).

d. All attachments must be combined into one PDF document and labeled “Proposal”.

e. All proposals must be typed, do not submit any parts of the proposal in handwriting. All documents contained in the original proposal package must have original, “wet-ink” signatures or electronic signatures using Docusign or a similar program and must be signed by a person who is authorized to bind the proposing firm. Stamped signatures are not sufficient.

f. Proposals should provide straightforward and concise descriptions of the proposer’s ability to satisfy the requirements of this RFP. The proposal must be complete and accurate. Omissions, inaccuracies or misstatements may be cause for rejection of a proposal.

g. All proposals shall include the documents identified on Attachment 1 – Required Attachment Checklist (page 16). Proposals not including the proper “required attachments” shall be deemed non-responsive. A non-responsive proposal is one that does not meet the basic proposal requirements.

h. Proposals must be submitted for the performance of all the services described herein. Any deviation from the work specifications will not be considered and will cause a proposal to be rejected.

i. 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. The State may reject any or all proposals and may waive an immaterial deviation in a proposal. The State’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.

j. Costs incurred for developing proposals and in anticipation of award of the agreement are entirely the responsibility of the proposer and shall not be charged to the State of California.

k. An individual who is authorized to bind the proposer contractually must sign Attachment 2, Bid/Proposer Certification Sheet (page 17). The signature should indicate the title or position that the individual holds in the firm. An unsigned proposal may be rejected.

l. A proposer may modify a proposal after its submission by withdrawing its original proposal and resubmitting a new proposal prior to the proposal submission deadline. Proposer modifications offered in any other manner, oral or written, will not be considered.

m. A proposer may withdraw its proposal by submitting a written withdrawal request to the State, signed by the proposer or an authorized agent. A proposer may thereafter submit a new proposal prior to the proposal submission deadline. Proposals may not be withdrawn without cause subsequent to proposal submission deadline.

n. The awarding agency may modify the RFP prior to the date fixed for submission of proposals by the issuance of an addendum to all parties who received a proposal package.

o. The awarding agency reserves the right to reject all proposals. The agency is not required to award an agreement.

p. Before submitting a response to this solicitation, proposers should review, correct all errors and confirm compliance with the RFP requirements.

q. Where applicable, proposer should carefully examine work sites and specifications. Proposer shall investigate conditions, character, and quality of surface or subsurface materials or obstacles that might be encountered. No additions or increases to the agreement amount will be made due to a lack of careful examination of work sites and specifications.

r. More than one proposal from an individual, firm, partnership, corporation, or association under the same or different names will not be considered.

s. The State does not accept alternate contract language from a prospective contractor. A proposal with such language will be considered a counter proposal and will be rejected. The State’s General Terms and Conditions (GTC) are not negotiable.

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

u. It is unlawful for any person engaged in business within this state to sell or use any article or product as a “loss leader” as defined in Section 17030 of the Business and Professions Code.

E) EVALUATION PROCESS

All proposals received on or before the final filing date and time as specified in the Key Action Dates will be evaluated by a Department Evaluation Team as described below.

Final selection will be made to the responsive, responsible Proposer who has the highest combined score for all stages. Preference points (as claimed and as applicable) will be added to the total.

The Department Evaluation Team may request written clarifications from proposers at any phase of the evaluation process for the purpose of clarifying ambiguities in the information presented within a specific proposal.

The Department Evaluation Team, in the exercise of its exclusive discretion, may either waive an immaterial error, omission, deviation, or other immaterial defect, or permit a proposer to correct any immaterial error, omission, deviation, or other immaterial defect contained within a specific proposal. If granted a waiver, however, such waiver shall in no way modify the RFP documents or excuse the proposer from full compliance with the RFP requirements.

Proposals that contain false or misleading statements, or which provide references, which do not support an attribute or condition claimed by the proposer, may be rejected. CCC shall reject any proposal that is deemed to be non-responsive during the evaluation.

Award, if made, will be to the highest scored responsible proposal following the proposal evaluation and the application of preference points.

1) Administrative Review (Pass/Fail) Proposals will first be checked for the presence or absence of required information and documents in conformance with the submission requirements of this RFP. The purpose is to determine: (1) whether a proposal has been submitted in the proper format and with the required elements to be deemed a responsive proposal; and (2) whether the proposer is deemed “responsible” by meeting the minimum qualifications.

2) Technical Evaluation (170 points possible) The proposals will be evaluated and scored according to the criteria indicated below:

1) Overall Approach (50 points)

· Quality of proposal, such that it makes a convincing case for successful implementation of the Local Government Working Group meetings and work efforts

· Extent to which the work plan addresses the statement of work requirements of the RFP

· Feasibility of work plan and schedule

2) Qualifications and Experience of Assigned Staff (70 points)

· Assigned staff’s facilitation, organizational, research, and writing abilities (depending on task assigned)

· Assigned staff’s track record in successfully facilitating complex interagency working groups focused on coastal management, climate change, land use planning and/or environmental resource management topics

· Assigned staff’s ability to work with and gain the confidence of a variety of elected officials and agency and stakeholder leaders and to address areas of disagreement and potential conflict to identify mutually supportable paths forward

· Assigned staff’s ability to work in an adaptive manner with a group depending on evolving needs and goals

3) Company’s Past Work (50 points)

· Similarity between previous projects and the project contained in this RFP

· The success of past projects and any related work record.

Methodology for assigning points for each criterion during the Technical Evaluation is as follows:

Exceptional (100% of points) – Proposer’s narrative demonstrates an exceptional understanding of, experience in, or capability to achieve the requirement in question. Response is well thought-out and well presented. Proposer’s response is complete, addresses all aspects of the topic and does not require clarification.

Very Good (80% of points) – Proposer’s narrative demonstrates a very good understanding of, experience in, or capability to achieve the requirement in question. Response is generally well thought-out and well presented. Overall, proposer’s response is complete, addresses major aspects of the topic, and requires minimal clarification.

Satisfactory (60% of possible points) – Proposer’s narrative demonstrates a satisfactory understanding of, experience in, or capability to achieve the requirement in question. Overall, proposer’s response addresses some aspects of the topic, but may require multiple areas of clarification.

Marginal (40% of possible points) – Proposer’s narrative demonstrates a marginal understanding of, experience in, or capability to achieve the requirement in question. Overall, proposer’s response did not address major aspects of the topic and requires multiple areas of clarification.

Unsatisfactory (20% of possible points) – Proposer’s narrative did not demonstrate satisfactory understanding of, experience in, or capability to achieve the requirement in question. Overall, proposer’s response did not address a majority of the aspects of the topic.

Zero (0) – Proposer’s narrative was blank or missing or deemed non- responsive.

The State will consider a proposal technically deficient and not responsible if the proposal earns a score that is less than 102 points. Proposals that are deemed not responsible will not advance to the cost scoring process.

3) Interview for top scored proposals (20 points) If deemed necessary by the Evaluation Team, the two contractors who submit the proposals that earn the two highest Technical Evaluation scores will be interviewed by the Evaluation Team. The interview will be by video conference, or over the telephone. Scoring for the interview will be based on responses to a set of patterned questions designed to elaborate on the contractor’s knowledge and experience.

4) Preference Point and Cost Points Calculation (85 points) Because the Department is using the secondary method RFP process, a process in which the resulting contract is awarded based on highest points scored overall, submitted Cost Proposals must be converted into Cost Points using a formula.

Each vendor must complete Itemized Cost Proposal Sheet. Evaluation of cost points will be based on the “Total Cost Proposal Amount” calculated on Attachment 3 Itemized Cost Proposal Sheet.

All submitted Cost Proposals will receive Cost Points proportionate to the Cost Proposal receiving the maximum Cost Points as follows:

Lowest Cost Proposal Proposer’s Cost

Example: To help illustrate this process, refer to table below, for an example of the cost score calculation process. Cost figures in the example below explain the calculations and have no other significance.

Cost Evaluation and Scoring Methodology Example

$400,000 63.75

$350,000 72.86

$300,000 85.00

5) Final Scoring, Adjustments, and Tie-breakers The first step in determining final point scores for proposals is to add total non-Cost Points to Cost Points and any applicable Small Business Preference Points. This final amount represents the final points total for determining the highest-scoring proposal.

In the event that any final point score results in fractional points, Fractional points will be rounded to two decimal points.

Final Scoring Methodology

In this case, the highest scored proposal from Bidder B would be the intended awardee.

In the event of a precise tie, a designated member of the Department Evaluation Team will draw lots to determine the successful proposer, or if applicable, the tie will be broken in accordance with Government Code section 14838(f).

F) AWARD AND PROTEST

Notice of the proposed award shall be posted in a public place in the office of California Coastal Commission, 455 Market Street, Suite 300, San Francisco, CA 94105 and on the following Internet site: http://www.coastal.ca.gov/ for five (5) working days prior to awarding the agreement.

Within five (5) days after filing the initial protest, the protesting proposer shall file with the Department of General Services, Office of Legal Services and the California Coastal Commission a detailed statement specifying the grounds for the protest. The detailed written statement should be submitted to both the Commission contact person as listed on Page 1 of the RFP and:

Department of General Services Office of Legal Services Attention: Bid Protest Coordinator 707 Third Street, 7th Floor, Suite 7-330 West Sacramento, CA 95605 Email: OLSProtests@dgs.ca.gov

If any proposer, prior to the award of agreement, files a protest with the California Coastal Commission and the Department of General Services, Office of Legal Services on the grounds that the (protesting) proposer would have been awarded the contract had the agency correctly applied the evaluation standard in the RFP, or if the agency followed the evaluation and scoring methods in the RFP, the agreement shall not be awarded until either the protest has been withdrawn or the Department of General Services has decided the matter. Protests may be sent by email, regular mail, courier or personal delivery. Protestants should include their email address if they have one and advise the DGS Bid Protest Coordinator if they will accept service of documents pertaining to the protest via email.

Upon resolution of the protest and award of the agreement, Contractor must complete and submit to the awarding agency the Payee Data Record (STD 204), to determine if the Contractor is subject to state income tax withholding pursuant to California Revenue and Taxation Code Sections 18662 and 26131. This form can be found on the Internet at https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf. No payment shall be made unless a completed STD 204 has been returned to the awarding agency.

Upon resolution of the protest and award of the agreement, Contractor must sign and submit to the awarding agency, page one (1) of the Contractor Certification Clauses (CCC), which can be found on the Internet at https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language.

G) DISPOSITION OF PROPOSALS

Upon proposal 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.

Proposal packages may be returned only at the proposer’s expense, unless such expense is waived by the awarding agency.

H) AGREEMENT EXECUTION AND PERFORMANCE

Performance shall start not later than 10 days, or on the express date set by the awarding agency and the Contractor, after all approvals have been obtained and the agreement is fully executed. Should the Contractor fail to commence work at the agreed upon time, the awarding agency, upon five (5) days written notice to the Contractor, reserves the right to terminate the agreement. In addition, the Contractor shall be liable to the State for the difference between Contractor’s Proposal price and the actual cost of performing work by another contractor.

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

I) PREFERENCE PROGRAMS

1) Small Business Preference: https://www.dgs.ca.gov/PD. The proposer must be qualified to do business in California. A five percent (5%) preference will be given to respondents who qualify as a small business, in compliance with 14835, et. Seq. of the California Government Code. See Attachment 2, Bid/Proposer Certification Sheet, and follow completion instructions.

2) Disabled Veteran Enterprise Program (DVBE): https://www.dgs.ca.gov/PD. State law, Public Contract Code Section 10115, establishes a contract participation goal of at least three percent (3%) for disabled veteran business enterprise (DVBE). This goal applies to a state agency’s overall contracting program. The Disabled Veteran Business Enterprise requirements are waived for this Request for Proposal.

J) FORMS

Refer to the following pages for Required Attachments that are a part of this Request for Proposal.

ATTACHMENT 1

PROPOSAL PACKAGE CHECK LIST

A complete proposal or proposal package will consist of the items identified below.

Complete this checklist to confirm the items in your proposal. Place a check mark or “X” next to each item that you are submitting to the State. For your proposal to be responsive, all required attachments and this checklist must be included in your proposal package.

Attachment Attachment Name/Description

_____ Attachment 2 Proposal/Proposer Certification Sheet (Required)

_____ Attachment 3 Itemized Cost Proposal Sheet (Required)

_____ Attachment 4 Proposer References (Required)

_____ Attachment 5 Bidder Declaration Form (Required)

_____ Attachment 6 DARFUR Contracting Act Form (Required)

______ Attachment 7 Target Area Contract Preference Act (TACPA) Forms (if applicable)

_____ Attachment 8 Commercially Useful Function (CUF) Compliance Form

_____ Attachment 9 California Civil Rights Laws Certification

ATTACHMENT 2

PROPOSAL/PROPOSER CERTIFICATION SHEET

This Proposal/Proposer Certification Sheet must be signed and returned along with all the “required attachments” with original signatures. Signatures must be original, “wet-ink” signatures or electronic signatures using Docusign or a similar program and must be signed by a person who is authorized to bind the proposing firm. Stamped signatures are not sufficient.

The signature affixed hereon and dated certifies compliance with all the requirements of this proposal document and certifies compliance with the Unruh Civil Rights Act (CC § 51 et seq.) and the California Fair Employment and Housing Act (“FEHA”) (commencing with Government Code section 12960), as required by PCC section 2010.

The signature below authorizes the verification of this certification.

An Unsigned Proposal/Proposer Certification Sheet May Be Cause for Rejection

3. Address

Indicate your organization type:

Indicate the applicable employee and/or corporation number:

9. Indicate applicable license and/or certification information:

14. Are you certified with the Department of General Services, Office of Small Business and Disabled Veteran Business Enterprise Services (OSDS) as:

a. California Small Business Yes No If yes, enter Certification number:

b. Disabled Veteran Business Enterprise Yes No If yes, enter your Certification number:

NOTE: A copy of your Certification is required to be included if either of the above items is Date application was submitted to OSBCR, if an application is pending:

Completion Instructions for Proposal/Proposer Certification Sheet

Complete the numbered items on the Proposal/Proposer Certification Sheet by following the instructions below.

Item Numbers

Instructions

Check if your firm is a sole proprietorship. A sole proprietorship is a form of business in which one person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business.

Check if your firm is a partnership. A partnership is a voluntary agreement between two or more competent persons to place their money, effects, labor, and skill, or some or all of them in lawful commerce or business, with the understanding that there shall be a proportional sharing of the profits and losses between them. An association of two or more persons to carry on, as co-owners, a business for profit.

Check if your firm is a corporation. A corporation is an artificial person or legal entity created by or under the authority of the laws of a state or nation, composed, in some rare instances, of a single person and his successors, being the incumbents of a particular office, but ordinarily consisting of an association of numerous individuals.

Enter your corporation number assigned by the California Secretary of State’s Office. This information is used to check if a corporation is in good standing and qualified to conduct business in California.

Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.

10, 11, 12, 13 Must be completed. These items are self-explanatory.

If certified as a California Small Business, place a check in the “yes” box, and enter your certification number on the line. If certified as a Disabled Veterans Business Enterprise, place a check in the “Yes” box and enter your certification number on the line. If you are not certified to one or both, place a check in the “No” box. If your certification is pending, enter the date your application was submitted to DGS/OSDS.

ATTACHMENT 3

ITEMIZED COST PROPOSAL SHEET

The Itemized Cost Proposal Sheet must be signed and returned with original signature. The undersigned proposer shall submit a detailed Cost Proposal that includes all costs necessary to perform the services described in this Request for Proposal (RFP). The costs specified herein must include all direct and indirect expenses, including, but not limited to, personnel, travel, subcontractors, materials, meetings, facilitation, reporting, and administrative costs. The Cost Proposal shall clearly identify all anticipated costs by task and shall include sufficient detail to allow the State to evaluate the reasonableness and completeness of the proposed budget.

The Total Cost Proposal Amount, not including Travel Costs, for the two-year period shall not exceed $120,000.

The Cost Proposal shall remain valid for a period of 90 calendar days following the proposal due date.

Travel Expenses The Commission has identified travel costs for this contract in the amount of $1,750.00 per year, subject to scheduling changes and/or additional meetings. Requests for travel reimbursements are to be submitted with the vendor invoice, including original receipts. Such travel expenses and per diem will be at the same rates afforded excluded State employees as prescribed by the California Department of Human Resources (CalHR). Travel itineraries must be approved in advance in writing by the Commission's Contract Manager. In no case will travel rates paid to the Contractor exceed those rates established by CalHR for excluded State employees.

This Attachment is also available separately as an Excel sheet in the solicitation.

Direct Labor

Direct Costs

Itemize Subcontractor Costs

Itemize Any Other Direct Costs

Indirect Costs (Overhead)

Overhead Rate

Other (Include itemized list)

Total Cost Proposal Amount (add all Subtotals above)

Travel Costs

Total Contract Amount

Authorized Signature

Date

Signer’s Name and Title

Federal I.D. Number

ATTACHMENT 4

PROPOSER REFERENCES

Submission of this attachment is mandatory. Failure to complete and return this attachment with your proposal will cause your proposal to be rejected and deemed nonresponsive.

List below three references for services performed within the last five years, which are similar to the size, scope, and nature of the work to be performed in this contract. Proposers are encouraged to include any relevant links to completed projects or digital portfolio and metrics used to judge the success of the project.

REFERENCE 1

Name of Firm Street Address

City

State Zip Code

Email:

Contact Person

Telephone Number

Dates of Service

Value or Cost of Service

Brief Description of Service Provided

REFERENCE 2

Name of Firm Street Address

City

State

Zip Code

Email:

Contact Person

Telephone Number

Dates of Service

Value or Cost of Service

Brief Description of Service Provided

REFERENCE 3

Name of Firm Street Address

City

State

Zip Code

Email:

Contact Person

Telephone Number

Dates of Service

Value or Cost of Service

Brief Description of Service Provided

ATTACHMENT 5

BIDDER DECLARATION FORM – GSPD-05-105

Available at https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf.

ATTACHMENT 6

DARFUR CONTRACTING ACT FORM

Pursuant to Public Contract Code section 10478, if a bidder or proposer currently or within the previous three years has had business activities or other operations outside of the United States, it must certify that it is not a “scrutinized” company as defined in Public Contract Code section 10476.

Therefore, to be eligible to submit a bid or proposal, please insert your company name and Federal ID Number and complete only one of the following three paragraphs (via initials for Paragraph # 1 or Paragraph # 2, or via initials and certification for Paragraph # 3):

Printed Name and Title of Person Initialing (for Options 1 or 2)

three years, business activities or other operations outside of the United States.

2.

OR

We are a scrutinized company as defined in Public Contract Code

Department of General Services (DGS) to submit a bid or proposal pursuant to Public Contract Code section 10477(b). A copy of the written permission from DGS is included with our bid or proposal.

OR

CERTIFICATION For # 3.

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly authorized to legally bind the prospective proposer/bidder to the clause listed above in # 3. This certification is made under the laws of the State of California.

By (Authorized Signature)

Printed Name and Title of Person Signing

ATTACHMENT 7

TARGET AREA CONTRACT PREFERENCE ACT (TACPA) FORMS

This RFP references TACPA preference request and documentation forms. Please carefully review the forms and requirements before submitting as part of a proposal. Proposers are not required to apply for TACPA preferences. Denial of the TACPA preference request is not a basis for rejection of a proposal.

TACPA Preference Request (STD 830): https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf

Proposer’s Summary of Contract Activities and Labor Hours (DGS/PD 526): https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0526.pdf

ATTACHMENT 8

COMMERCIALLY USEFUL FUNCTION (CUF) COMPLIANCE FORM

If neither a small business nor a DVBE will be participating in the bid, then this form is not required.

Under Military and Veterans Code 999.5 and Government Code 14837.4 (A/B), each solicitation must be evaluated for Commercially Useful Function when the prime bidder is small, micro or DVBE certified, or a prime bidder’s subcontractor is small, micro or DVBE certified. All small businesses, micro businesses, and disabled veteran business enterprises (DVBE) are required to perform a “commercially useful function” in any contract it performs for the State.

The Bidder must provide a written, signed statement below detailing the role, services and/or goods the Bidder and/or Subcontractor(s) will provide to meet the Commercially Useful Function requirement. A separate form must be provided for each small businesses, micro businesses, and DVBE.

A business that is performing a commercially useful function is one that does all of the following (e.g. specific roles of business for this project and/or goods or services to be provided as part of this project), please respond to the following questions

1) Supplier must be responsible for the execution of a distinct element of the work.

2) Supplier must carry out their obligation by actually performing, managing or supervising the work involved.

3) Supplier performs work that is normal for its business, services and function.

4) Supplier is responsible, with respect to products, inventories, materials, and supplies required for the contract, for negotiating price, determining quality and quantity, ordering, installation, if applicable, and making payment.

5) Supplier is not further subcontracting a portion of the work that is greater than that expected to be subcontracted by normal industry practices.

Name of Bidder:

Signature of Bidder: Date:

If the SB, MB or DVBE is a subcontractor:

Name of Subcontractor: Type of Business (SB, MB, DVBE):

ATTACHMENT 9

CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION

The successful bidder as a result of this RFP will be required to complete and sign the California Civil Rights Laws Certification, before contract execution. Refer to the following website link for more details: https://www.dgs.ca.gov//-/media/Divisions/PD/PTCS/OPPL/SCM/SCM-Link-Docs/california-civil-rights-laws-attachment.docx

EXHIBIT A

SAMPLE STANDARD AGREEMENT

SAMPLE – Do NOT provide as part of proposal

EXHIBIT A

SCOPE OF WORK

SCOPE OF WORK

A. OVERVIEW

The California Coastal Commission (“the Commission”) hereby contracts with NAME (hereafter referred to as “the Contractor”) to provide facilitation services in accordance with the specifications stated in Request for Proposals (RFP) 26-01: Facilitation Services for the Local Government Working Group.

The services shall also be in accordance with the Contractor’s proposal submitted in response to RFP 26-01, which is attached hereto as Exhibit A – Attachment 1 and made part of this agreement.

B. TERM

The term of this agreement will be for a period of two (2) years from October 1, 2026 (or upon Department of General Services, Office of Legal Services approval) – September 30, 2028, with an option to amend the contract to extend for an additional one (1) year period under the same terms and conditions and at the same cost rates. This amendment option will be executed at the sole discretion of the Commission.

The total amount of the contract is $xxx,xxx.xx for the two-year contract period.

The contractor shall not be authorized to deliver or commence performance of services as described in this Scope of Work (SOW) until written approval has been obtained from all entities. No delivery or performance of service may commence prior to the execution of the Agreement.

C. PROJECT REPRESENTATIVES

The project representatives during the term of this agreement will be:

Address:

455 Market St, Ste 200, Rm 228, San Francisco, CA 94105 Address:

D. PURPOSE AND GOALS

The California Coastal Commission carries out the policies of the California Coastal Act dealing with public access to the coast, coastal recreation, the marine environment, coastal land resources and coastal development. The Commission is composed of 12 voting members and 4 non-voting members and holds public meetings at least once a month in coastal areas.

1. Purpose of Contract The purpose of this agreement is to provide facilitation services for the Commission’s Local Government Working Group, which is comprised of Commissioners, local government elected officials, and staff from CSAC, the California League of Cities, and the Coastal Commission.

2. Goal of Contract The goal of this contract is to facilitate the ongoing activities of the Local Government Working Group over an approximately two-year period, including approximately monthly video conference meetings, up to one Commission workshop annually, and coordination and completion of tasks as determined by the Local Government Working Group to ensure a smooth collaboration process and successful outcomes.

E. DETAILED SCOPE OF WORK

1. Background Since 2009, the Coastal Commission has held seven public workshops (2009, 2012, 2015, 2019, 2020, 2022, and 2024) conducted with local coastal government officials to discuss topics related to the development of LCPs. These workshops recognize the importance of the Commission’s partnership with local governments and the public in carrying out the Coastal Act through the LCP process. Addressing sea level rise and updating LCPs to incorporate sea level rise adaptation approaches has been a key topic of these workshops since 2015.

Following the 2019 workshop, a Local Government Working Group that includes local elected officials, two Coastal Commissioners, and staff from the California State Association of Counties (CSAC), the League of Cities, and the Coastal Commission, was established. The group began meeting regularly to continue focused discussions on sea level rise planning with a goal improving coordination on LCP updates related to sea level rise.

In particular, the Local Government Working Group agreed to the following evolving goals:

· Develop strategies for SLR planning that de-escalate tensions between local governments and the Commission based on examples and case studies of SLR adaptation that meet both the unique needs, priorities and constraints of local communities and the more general requirements of Coastal Act consistency.

· Identify and develop best practices regarding objective, data driven, locally appropriate thresholds/triggers for phased SLR adaptation planning and implementation (i.e., planned adaptation as well as physical adaptation) while de-emphasizing what local communities perceive as presumptive adaptation strategies applicable to all local jurisdictions.

· Develop strategies to increase state-level funding, resources and support for SLR adaptation planning and implementation.

Since the 2019 Workshop, the Local Government Working Group, in coordination with a group facilitator, has made progress on these goals, including through the development and adoption by all relevant parties of a Joint Statement on Adaptation Planning.

Following the Joint Statement, the Local Government Working Group released…