RFP_C25830001_-_Exhibit_Design___Fabrication_Services_V.3.pdf

Request for Proposals (RFP)

PESCADERO MARSH NATURAL PRESERVE

PESCADERO STATE BEACH

Park Improvements Project

Exhibit Design and Fabrication Services RFP No.: C25830001

June 30, 2025

California Department of Parks and Recreation RFP No.: C25830001

Page i of iii Exhibit Design and Fabrication Services

Table of Contents

Table of Contents

1.0 PURPOSE AND OVERVIEW OF RFP

1.1 BRIEF DESCRIPTION OF SERVICES

1.2 DEFINITIONS

1.3 ACRONYMS

2.0 PROCUREMENT SCHEDULE AND PROCESS

2.1 AUTHORITY’S DESIGNATED POINT OF CONTACT

2.2 ADDENDA TO THE RFP

2.3 NON-COMMITMENT OF DPR

2.4 PROPERTY RIGHTS

2.5 IMPROPER COMMUNICATIONS AND CONTACTS

2.6 CONFIDENTIALITY

2.7 UNRUH CIVIL RIGHTS ACT AND THE FAIR EMPLOYMENT AND HOUSING ACT

2.8 EXECUTIVE ORDER N-6-22 RUSSIA SANCTIONS

3.0 SUBMITTAL OF THE PROPOSALS

3.1 PROPOSAL SUBMITTAL INFORMATION

3.2 LATE SUBMITTALS

3.3 MODIFICATION OR WITHDRAWAL OF PROPOSALS

4.0 PROPOSAL REQUIREMENTS

4.1 GENERAL REQUIREMENTS

4.2 TRANSMITTAL LETTER

4.2.1 Proposal Minimum Requirements

4.3 EXECUTIVE SUMMARY

4.4 CONTENTS OF THE PROPOSAL

4.4.1 Past Performance and Experience

4.4.2 Understanding of the Scope of Work

4.4.3 Small Business Participation and Preference

4.4.4 Disabled Veteran Business Enterprise Requirement and Incentive

4.4.5 Target Area Contract Preference Act (TACPA)

4.4.6 Cost Proposal

5.0 EVALUATION

5.1 PROPOSAL REVIEW

5.2 PROPOSER EVALUATION

5.2.1 Minimum Requirements

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5.2.2 Technical Proposal Evaluation

5.2.3 Cost Proposal Evaluation

5.3 COMBINED PROPOSAL SCORES

5.4 NOTICE OF PROPOSED AWARD

5.5 EXECUTION AND AWARD PROCESS

5.6 NO AGREEMENT UNTIL SIGNED AND APPROVED

6.0 PROTEST PROCEDURES

List of Figures Figure 1: RFP Section Map

List of Tables Table 1: Key RFP Dates:

List of Attachments Attachment A: Minimum Requirements Checklist Attachment B: Criteria for Awarding Points Attachment C: Sample Agreement, including Exhibit A (Scope of Work) through Exhibit F Attachment D: Cost Proposal Attachment E: Site Map Attachment F: CA State Parks Accessibility Guidelines, 2015 Edition Attachment G: CA Code of Regulations, Title 14, Division 3, Chapters 1-2

California Department of Parks and Recreation RFP No.: C25830001

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Table of Contents

List of Forms and Certifications Form A: Bidder Declaration (GSPD 05-105) Form B: Disabled Veteran Business Enterprise Declaration (DPR 486 and STD 843) Form C: Commercially Useful Function (DPR 87)

Cert. 1: CCC-04/2017 and DPR 88, STD 204 and/or STD 205 Cert. 2: Darfur Contracting Act Certification Cert. 3: Non-Collusion Certification Cert. 4: California Civil Rights Laws Certification Cert. 5: Executive Order N-6-22: Russia Sanction

1.0 Purpose and Overview of RFP

The following list provides a general overview of information related to the subject of this Request for Proposals (RFP):

1. The Department of Parks and Recreation (DPR), Interpretation and Education Division is issuing this RFP to receive Proposals from qualified firms (Proposers) to provide Pescadero Marsh Exhibit Design and Fabrication Services.

2. This procurement will be based on the combined Technical Proposal and Cost Proposal scores. Responsive Proposals submitted in response to this RFP will be evaluated with the intent of awarding an Agreement to the highest ranked Proposer.

3. The Agreement period will start upon DPR approval of the Agreement and will extend one year, with (1) additional (1) year extension. The Work will start with an Authorization to Commence Work Notice and will be managed through [Task Orders/Work Plan]. No Work may begin prior to the receipt of an Authorization to Commence Work Notice.

4. The total dollar value for the Agreement resulting from this RFP is not to exceed $50,000.00.

5. This RFP will be available in electronic format on the State’s Contract Register at caleprocure.ca.gov which is the official site.

All questions regarding this RFP must be submitted in writing to the email address of the individual identified in Section 2.1 of this RFP by the date and time listed in Section 2.0, Table 1. All such questions shall use the subject line: C25830001 Pescadero Marsh Exhibit Design and Fabrication Services. Responses to questions submitted will be posted on the State’s Contract Register and a courtesy copy will be sent to those who submitted questions.

1.1 Brief Description of Services

See Sample Agreement, Attachment C, Exhibit A, Attachment 1 for the full Scope of Work.

The State of California Department of Parks and Recreation (DPR) is seeking a firm to produce outdoor interpretive exhibit panels. This plan is needed to support the Pescadero Marsh Habitat Restoration and Resiliency Project at Pescadero Marsh Natural Preserve (PMNP), which directly serves the DPR mission of preserving the state's extraordinary biological diversity and protecting its most valued natural and cultural resources. The restoration project’s goal is to restore the ecologic processes necessary for a healthy and fully functioning ecosystem.

Pescadero Marsh Natural Preserve is part of Pescadero State Beach, located on CA State Route Highway 1. The 243-acre preserve is formed at the confluence of Pescadero Creek and Butano Creek and is the largest coastal wetland between San Francisco and Elkhorn Slough. The preserve is visited by more than 230 species of birds annually, including at least 68 species who nest here. Over 200 plant species can be found in the preserve.

A series of thematic interpretive panels revealing PMNP’s resilient role in the watershed will enhance visitor experience along the trail. These panels will provide an educational opportunity along a recreational trail furthering the Dept.’s mission.

Pescadero SB/NP serves many different user groups including both domestic and international travelers, 6th grade outdoor science school students and people who fish, surf, picnic, bird watch, paint, exercise, photograph, and enjoy nature. With such diverse user groups, many opportunities exist to showcase the work of California State Parks.

Per the Pescadero State Beach General Plan, June 1979, page 172, the chief recreational needs for this park unit are “improved interpretive programs and accommodation for park visitors (school groups, nature groups, and individual) to the marsh.”]

For the full Scope of Work, see the following attachment:

- Attachment C

Figure 1 provides the geographic area of the Project where the Work will be performed.

Figure 1: RFP Map of Service Location(s) Pescadero State Beach https://www.parks.ca.gov/?page_id=522

1.2 Definitions

Whenever used in this RFP, the following terms have the definitions indicated:

Agreement – The contract between the Authority and the successful Proposer executed as a result of this procurement.

Business day – Monday through Friday, except for federal or State holidays, between the hours of 8:00 a.m. and 5:00 p.m., Pacific Time. Lists of federal and State holidays can be found at www.opm.gov/policy-data-oversight/snow-dismissal-procedures/federal-holidays

Commercially Useful Function – DPR will uniformly apply CUF Best Practices standards in collective consideration of CUF standards set forth by 49 CFR Part 26.55 (c)-(d), Government Code section 14837, California Code of Regulations section 1896.4(h), and Military and Veteran Code section 999(b) (5). A SB, DVBE, and MB is deemed to perform a CUF if the business meets the following CUF standards:

1. Performs a CUF when a SB/MB/DVBE is responsible for the execution of a distinct element of work of the Agreement and is carrying out its responsibilities by actually performing, managing, and supervising the work involved.

2. Performs work that is normal for its business services and functions.

3. Be responsible, with respect, to materials and supplies used on the Agreement, for negotiating price, determining quality and quantity, ordering the material, and installing and paying for the material itself.

4. A SB/MB/DVBE does not perform a CUF if its 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 SB/MB/DVBE participation.

5. A SB/MB/DVBE does not perform a CUF if it subcontracts a greater portion of the work than would be expected by normal industry practices.

Contractor – The successful Proposer that executes the Agreement with the Authority as a result of this RFP.

Day – Calendar day, unless otherwise noted.

Disabled Veteran Business Enterprise – A for-profit business concern that meets the certification requirements set forth in California Military and Veterans Code section 999(b)(7), including but not limited to at least 51 percent owned by a veteran of the United States Military who has at least a 10 percent service-connected disability. To be counted towards meeting the goals of the Small Business Program, a Disabled Veteran Business Enterprise must be certified by the California Department of General Services.

Key Personnel – Those individuals identified in the Proposer’s Proposal to fill the roles specified in Section 0.

Microbusiness – A for-profit small business concern that meets the certification requirements set forth in California Government Code section 14837(d) and California Code of Regulations sections 1896.4 (Definitions) and 2894.12 (Eligibility) including but not limited to its principal office is located in California, its owners reside in California, it not be dominant in its field and it have an average gross annual revenue of $3.5 million or less over the previous three tax years. To be counted towards meeting the goals of the Small Business Program, the Microbusiness must be certified by the California Department of General Services.

Open Government Laws – Collectively, the California Public Records Act (Government Code section 6250, et seq.), the Bagley-Keene Open Meeting Act (Gov. Code section 11120, et seq.), and the Freedom of Information Act (5 U.S.C. section 552, as amended by Public Law No. 104- 231, 110 Stat. 3048) and other applicable State and federal open records laws.

Person – Any individual, corporation, company, joint venture, partnership, trust, unincorporated organization, or governmental agency including the Authority.

Proposer – A Person that submits a Proposal in response to this Request for Proposals.

Proposer Team – Collectively, the Proposer and its members and Subcontractors.

Public Records Act – The California Public Records Act, Government Code section 6250 et seq.

Small Business – A for-profit business concern that meets the certification requirements set forth in California Government Code section 14837(d) and California Code of Regulations sections

1896.4 (Definitions) and 2894.12 (Eligibility) including but not limited to that its principal office is located in California, its owners reside in California, it not be dominant in its field and it have average gross annual revenue of $14 million or less over the previous three tax years. To be counted towards meeting the goals of the Small Business Program, a Small Business must be certified by the California Department of General Services.

State – The State of California.

Subcontractor – Defined as follows:

a. Prior to award of any Agreement resulting from this RFP, any Person with whom the Proposer proposes to enter into a subcontract for any part of the Work, or that will enter into a subcontract for any part of the Work, at any tier; or

b. After award of any Agreement resulting from this RFP, any Person with whom the Proposer has entered into a subcontract for any part of the Work, or with whom any Subcontractor has further subcontracted any part of the Work, at all tiers.

Work – All of the tasks required under the Agreement resulting from this RFP.

1.3 Acronyms

CNRA California Natural Resources Agency CUF Commercially Useful Function DGS California Department of General Services DPR Department of Parks and Recreation DVBE Disabled Veteran Business Enterprise FOIA Freedom of Information Act MB Microbusiness RFP Request for Proposals SB Small Business

2.0 Procurement Schedule and Process

Table 1: Key RFP Dates:

Key Dates Activity Description 6/30/2025 RFP advertised

7/8/2025 Last day to submit written questions

7/10/2025 Responses posted to written questions

7/16/2025 Proposals due at the address specified in Section 3.1 of this RFP by 2:00 PM Pacific

Time.* 7/30/2025 Notice of Proposed Award released by 5:00 PM Pacific Time

09/15/2025 Proposed Agreement Start Date

*All dates subsequent to the Proposal deadline may be modified at the discretion of DPR without issuing a formal addendum to this RFP.

2.1 Authority’s Designated Point of Contact

The Authority’s Designated Point of Contact for communications concerning the Project or this RFP shall be as follows:

Betsy Essepian California Department of Parks and Recreation

Interpretation and Education PO Box 942896

Sacramento, CA 94296 Email: betsy.essepian@parks.ca.gov

Persons intending to submit Proposals in response to this RFP shall not contact or discuss any items related to this process with any DPR staff other than the Point of Contact listed above.

Failure to comply with this communication prohibition may result in disqualification.

2.2 Addenda to the RFP

DPR reserves the right to amend this RFP by addendum before the final date of Proposal submission. It is the responsibility of the Proposer to check the State’s Contract Register for all addenda.

2.3 Non-Commitment of DPR

This RFP does not commit DPR to award a contract, to pay any costs incurred in the preparation of a Proposal, or to procure or contract for services or supplies. DPR reserves the right to accept or reject any or all Proposals received as a result of this RFP, or to modify or cancel in part or in its entirety the RFP if it is in the best interests of DPR to do so.

2.4 Property Rights

Proposals received within the prescribed deadline become the property of DPR and all rights to the contents therein become those of DPR. All material developed and produced for DPR under any Agreement resulting from this RFP shall belong exclusively to the State of California. All products used or developed in the execution of any Agreement resulting from this RFP will be governed in accordance with the Intellectual Property section in Attachment C, Sample Agreement.

2.5 Improper Communications and Contacts

The following rules of contact shall apply during this procurement that began upon the date of issuance of this RFP and will be completed with either the execution of any Agreement resulting from this procurement or the cancellation of the procurement. These rules are designed to promote a fair and unbiased procurement process. Contact includes, but is not limited to, face-to-face, telephone, facsimile, e-mail, or formal written communication.

The specific rules of contact are as follows:

1. After submittal of Proposals, no Proposer or any of its team members may communicate with another Proposer or its team members with regard to the RFP or any other team’s Proposal with the exception of Subcontractors that are shared between two or more Proposer Teams.

In such cases, those Subcontractors may communicate with their respective team members so long as those Proposers establish a protocol to ensure that the Subcontractor will not act as a conduit of information between the teams (contact among Proposer organizations is allowed during DPR sponsored informational meetings). Protocols established to ensure that Subcontractors do not act as conduits of information between teams are subject to DPR review and approval, at DPR’s discretion.

2. Proposers shall correspond with DPR regarding the RFP only through the Designated Point of Contact (see Section 2.1 of this RFP).

3. Proposers shall not contact the entities listed below regarding this procurement, including any employees, representatives, and members regarding this RFP:

1. California Natural Resources Agency (CNRA)

2. California Department of General Services (DGS), except to file a Protest as outlined in Section 6.0 of this RFP.

3. California Department of Parks and Recreation (except as provided in this RFP)

4. The foregoing restriction shall not, however, preclude or restrict communications with regard to matters unrelated to the RFP or the procurement or from participating in public meetings of the Authority or any Authority workshop related to this RFP.

5. Any communication determined to be improper, at the sole discretion of DPR, may result in disqualification.

6. DPR will not be responsible for any oral exchange or any other information or exchange that occurs outside the official RFP process.

2.6 Confidentiality

Proposers shall not submit confidential information in their Proposals. Any information submitted during the procurement process will be discoverable under a California Public Records Act request after the procurement is complete.

2.7 Unruh Civil Rights Act and the Fair Employment and Housing Act

Pursuant to Public Contract Code section 2010, the Proposer has a completed Cert. 4: California Civil Rights Laws Certification, certifying compliance with the following:

1. California Civil Rights Laws: For contracts over $100,000 executed or renewed after January 1, 2017, the Proposer certifies compliance with the Unruh Civil Rights Act (section 51 of the Civil Code) and the Fair Employment and Housing Act (section 12960 of the Government Code); and

2. Employer Discrimination Policies: For contracts over $100,000 executed or renewed after January 1, 2017, if a Proposer has an internal policy against a sovereign nation or peoples recognized by the United States government, the Proposer certifies that such policies are not used in violation of the Unruh Civil Rights Act (section 51 of the Civil Code) or the Fair Employment and Housing Act (section 12960 of the Government Code).

2.8 Executive Order N-6-22 – Russia Sanctions

On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) 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. The EO directs state agencies to terminate contracts with, and to refrain from entering into any new contracts with, individuals or entities that are determined to be a target of Economic Sanctions. Accordingly, should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement. The State shall provide Contractor advance written notice of such termination, allowing Contractor at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State.

3.0 Submittal of the Proposals

3.1 Proposal Submittal Information

Proposals must be submitted electronically with all necessary fully executed Proposal submission documents as an attachment in Portable Document Format (PDF) to betsy.essepian@parks.ca.gov no later than 2:00 p.m., Wednesday, July 16, 2025. Proposal submission time will be as of the electronic time stamp associated with when the electronic email submission was received. Submissions with attached PDF documents in excess of 10 Megabytes in size risk being rejected and can be deemed unresponsive. DPR will provide an individual electronic email response confirming receipt of each submission received. If a confirmation receipt mailto:betsy.essepian@parks.ca.gov is not received within 30-minutes of submission, please contact Betsy Essepian at the email address above to confirm your bid was received. Confirmation receipt is not a representation by DPR that the submitted Proposal is responsive and complete. Proposers are responsible for ensuring that the electronic submission contains the attachment, is fully responsive and lacks any deficiency prior to submitting to the email address above. Failure to do so risks the Proposal being deemed unresponsive. It is recommended that Proposers submit Proposals at least one (1) hour in advance of the Proposal submission deadline to allow for confirmation of Proposal submission.

The following information must be noted in the email subject line:

C25830001, Pescadero Marsh Exhibit Design and Fabrication Services “Proposer Name”

3.2 Late Submittals

In accordance with California Public Contract Code section 10344, Proposals received after the specified date and time are considered late and will not be accepted. There are no exceptions to this law. E-mailed and/or scanned transmissions received after the deadline for Proposal delivery will not be accepted under any circumstances. A Proposal is late if received any time after the date and time listed in Section 2.0, Table 1. Proposals received after the specified time will not be considered and will be returned unopened to the Proposer. Proposers are responsible for requesting a receipt or delivery confirmation for delivery of their Proposal packages.

3.3 Modification or Withdrawal of Proposals

Any Proposal received may be withdrawn or modified before the Proposal submittal date by written request, signed by the Proposer or an authorized agent. A Proposer may thereafter submit a new Proposal prior to the Proposal Due Date. The only method for a Proposer to modify its Proposal is by withdrawing its submission in its entirety prior to the Proposal deadline, by written notification to DPR. A complete, corrected submission package may be resubmitted prior to the Proposal deadline. Modifications offered in any other manner will not be considered.

4.0 Proposal Requirements

Proposals shall be sent via email as a PDF document, with a Technical Proposal as one file, and its Cost Proposal as another file. The .pdf should not be password protected. Proposals must be received in the specified location no later than the date and time listed in Section 2.0, Table 1, addressed in accordance with Section 3.1.

The following summarizes the content and organization of the Proposal. In addition to the information described below, the Authority may require confirmation or clarification of information furnished by a Proposer. Omissions, inaccuracies, or misstatements will be sufficient cause for rejection of a Proposal.

4.1 General Requirements

The Proposal shall be typewritten and shall be manually signed. Forms and Certifications may be completed in ink, though providing typewritten Forms and Certifications is preferred. 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 Proposer. All additional Proposal sets may contain photocopies of the original package. Scanned or faxed Proposals are not acceptable and will not be considered.

The Proposal shall comply with the following requirements:

1. Documents should be prepared in single-spaced type, 12 point font, on 8-1/2” x 11” sheets. A page is considered a single side of an 8-1/2” x 11” sheet. Should the Proposer wish to submit materials that benefit from larger format paper sizes such as charts, drawings, graphs and schedules then they should do so sparingly. Large format pages will be included in the page limit.

2. Pages should be numbered to show the page numbers and total number of pages in the response; (e.g., Page 1 of 20, Page 2 of 20, etc.). Page numbers should be numbered at the bottom of the page.

3. The Proposal shall be no more than 100 pages in length, exclusive of the Transmittal Letter, resumes as required by Section 4.4.2.3, references as required by Section 4.4.1.1, and the Forms and Certifications, which are not included in the page count.

4. Brochures, extraneous publications such as published articles, directories, lengthy client lists, and other miscellaneous materials not specifically requested will not be evaluated.

5. If submitting as a team, note which entity is the prime Proposer or lead joint venture partner (if applicable).

6. Note the individual who will be the point of contact authorized to bind the Proposer.

7. All names and applicable titles shall be typed or printed below the signatures.

8. Forms Form A: GSPD 05-105- Bidder Declaration through C and Certification Nos. 1 through 5 must be signed and included. If erasures or other changes appear on the forms, each erasure or change shall be initialed and dated by the person signing the response.

9. The Proposal shall be divided into sections as described below:

a. A blank page should precede each section; these blank pages will not be counted within the page count.

b. At a minimum, the items described in Section 4.0 shall be addressed.

c. Sections in the Proposal should be in the same order as they appear in this RFP.

4.2 Transmittal Letter

The Proposal shall be transmitted with a letter that must be signed by an official authorized to bind the Proposer contractually and shall contain a statement that indicates the Proposal is complete and accurate. The Transmittal Letter shall include a statement affirming that the Proposer has or is able to obtain the required insurance specified in the Sample Agreement, Attachment D of this RFP. The Transmittal Letter shall also provide the following: names, titles, addresses, telephone numbers, and email addresses of individuals authorized to negotiate and contractually bind the Proposer. All Forms and Certifications shall be manually signed and included as attachments in the Transmittal Letter section. Neither the Transmittal Letter, nor attachments to the Transmittal Letter in this Section 4.2 will be included in the page count.

Proposers shall affirm in the Transmittal Letter that the Minimum Requirements of Section 4.3 are met.

The Transmittal Letter shall include the following:

1. The Proposer must hold valid and appropriate licensure to do business in the State of California. Proposers shall attach copies of current licenses to the Transmittal Letter.

2. The Proposer must identify the Proposer’s Contract Manager assigned to manage any Agreement awarded pursuant to this RFP.

3. The Proposer must provide resumes for the Key Personnel. Resumes shall be attached to the Transmittal Letter.

4. The Proposer must provide all necessary information and forms required showing proof of small business participation consistent with Section 4.4.3. All SB/DBE/DVBE forms and certifications provided with the Proposal shall be valid at the time of Proposal submittal. All known Subcontractors shall be identified on Form A. The successful Proposer will be permitted to add additional Subcontractors as allowed by the Agreement during the term of the Agreement, but such additional Subcontractors will not count towards the SB goal for purposes of Proposal evaluation.

5. The Proposer must affirm in the Transmittal Letter that it has or is able to obtain the required insurance, specified in Attachment C, Sample Agreement, Exhibit D of this RFP.

Certificates of insurance are due from the successful Proposer before execution of the Agreement resulting from this RFP.

6. The Proposer must provide three references for the firm as required in Section 4.4.1.1 (including all required information and/or documentation). Contact information for the references shall be attached to the Transmittal Letter, and all other information related to the references shall be included in the body of the Technical Proposal as required in Section 4.4.1.1.

7. The Proposer must provide the Transmittal Letter with all required Forms and Certifications.

8. The Proposer must affirm in the Transmittal Letter that it has not been terminated from another contract for default, and/or has not received a civil judgment or criminal conviction against the Proposer in the past five years.

9. The Proposer shall attach to the Transmittal Letter a letter of commitment from each identified Subcontractor, including any relevant licenses and positions in which the Subcontractor is anticipated to work.

4.2.1 Proposal Minimum Requirements

Proposers must satisfy all of the Minimum Requirements listed below. Failure to satisfy all of the Minimum Requirements at the time of Proposal submission, unless otherwise specified, will result in the immediate rejection of the submission. The successful Proposer must continue to satisfy all of the Minimum Requirements throughout the term of any Agreement resulting from this RFP.

The Minimum Requirements for this RFP are:

1. The Proposer shall satisfy the requirements of Section 4.2 of this RFP.

2. The Proposer shall satisfy all of the requirements of Section 4.4.1.1 of this RFP References.

3. Qualifications:

a. Describe company’s qualifications, unique capabilities and/or strengths in providing the services and deliverables described in this RFP (two page maximum).

b. Document any awards or accolades Proposer has received for interpretive planning, design or exhibitory. Include name of award or accolade, and name of project that received the award.

4. Demonstrate capability of delivering a project of similar size and scope of work as described in this RFP.

4.3 Executive Summary

Proposers may include an Executive Summary, preferably not exceeding two pages, stating key points of their Proposals that they believe highlight their qualifications to provide the services covered under this RFP. As such, the Executive Summary may emphasize the Proposer’s strengths as fully described in the balance of the Technical Proposal. Proposers should be aware that the Executive Summary will not be separately evaluated and that it will count against the page limitations.

4.4 Contents of the Proposal

Using the following criteria as a minimum, Proposers shall provide straightforward and concise descriptions of the Proposer’s ability to provide the services requested in this RFP. This section contains the Technical Proposal requirements of this RFP.

4.4.1 Past Performance and Experience

The Authority intends to contract with a team with a proven track record of successfully providing [exhibit design and fabrication services covered under this RFP] on similar projects. Describe how the past projects identified provide the experience preferred in this RFP.

Provide the following information, and explain how the Proposer meets the past experience criteria:

• Successful delivery on past projects of similar scope and complexity;

• Experience performing the tasks within the Scope of Work provided in Attachment C, Exhibit A Attachment 1;

• Demonstration of cost savings and schedule improvement methodologies used on past projects; and

• Demonstration of successful and repeatable past approaches to delivering high-quality products with schedule constraints.

Provide three (3) successfully completed projects demonstrating firm’s/company’s qualifications, unique capabilities and/or strengths.

Examples shall be similar to this Project in scope and budget and completed within the past eight (8) years. Example may include the work of subcontractor(s).

Include the following information by providing Primary Documentation for each of the three

(3) examples:

1. Project Name

2. Name of the agency, entity, or company for which the project was produced.

Include the full name, title, address, phone and email address of the client reference for this Project. Proposer is responsible for ensuring that contact telephone numbers are current and accurate; incorrect or non-operable telephone numbers shall not be considered as meeting this minimum requirement.

3. Provide a written description of the work performed. Describe in what ways project is similar in scope to this Project. Highlight features that are similar to this Project.

The descriptive narrative shall include at least five (5) high quality photographic images to illustrate the similar work on 8 ½” x 11” pages. Each image should be a minimum of 4” x 4” and the subject matter clearly discernible.

4. Summarize the Principal, Key Personnel, and/or Subcontractor(s)’ direct involvement as it relates to items listed below. Example project should list personnel who worked on project and their responsibility. Clearly identify which of these people are assigned to this project as well (i.e. Project Management, Graphic Designer, Fabrication Manager, sub-contractor, etc.).

5. Provide original schedule with target completion date and actual completion dates.

If there is significant difference in dates, explain why this occurred and how the issue was resolved.

6. Provide original budget and final cost. If final costs varied significantly from the original budget, explain what changes were made, the reason for such changes, and how the cost for the changes was addressed.

Writing Examples

Provide two (2) writing example for each of the following:

1. 150-200 word count

2. 80-100 word count

Writing examples of each word count demonstrating interpretive writing include elements such as theme-based titles, provocative sub-titles, clearly written body text that uses metaphors, analogies, and familiar terms, active voice, and demonstrate an understanding of the resource.

Durability and Maintenance of Past Projects

- Please include the durability of previous projects o Include how many years the interpretive panels were designed to last.

o Include how many years interpretive panels have lasted to date.

- Maintenance plan for past projects o Include the maintenance plans for past projects.

o How often have past projects needed to be cleaned and/or maintained?

o Do the interpretive panels stand up to cleanings?

4.4.1.1 References

Provide names, addresses and telephone numbers for at least three clients for whom the Proposer (i.e., the prime Proposer submitting a Proposal, the joint venture submitting a Proposal, or each individual prime member of the joint venture) has performed work on [Exhibit Design and Fabrication Service] projects, as required in this RFP. Contact information for the references should be attached to the Transmittal Letter; all other information regarding references and past performance shall be attached to the body of the Proposal and be included in the page count.

References shall be for:

1. If a single entity is the prime contractor submitting the proposal, the references shall be submitted for the prime.

2. If the Proposal is submitted by a joint venture that has worked together in the past, the references shall be for the joint venture as a whole.

3. If the proposal is submitted by a joint venture that has not worked together in the past, references shall be included for each prime member of the joint venture.

For each assignment identified, provide the following information:

1. The name of the client;

2. The title of the project or assignment;

3. Current contact phone numbers and email addresses for the client;

4. The scope of the assignment;

5. The name of each proposed service team member working on the account; and

6. The date of service of the contract.

The Proposer’s past projects should also address the following issues:

1. Describe how the past projects identified provide the experience preferred in this RFP.

2. Provide examples of cost saving methodologies utilized on past assignments.

3. Provide examples of innovative approaches that contributed to project quality and/or cost or schedule savings.

4.4.2 Understanding of the Scope of Work

DPR intends to contract with a team with a strong understanding of the Scope of Work described in Exhibit A Attachment 1 of the Sample Agreement, Attachment of this RFP.

4.4.2.1 Criteria

Discuss the following criteria, and demonstrate how the Proposer would execute the Scope of Work requirements:

1. Discuss the Proposer’s understanding of the project elements, project requirements, and how the Proposer adds value and works toward the goal of achieving optimal efficiency for delivering the scope of services in Exhibit A Attachment 1 of Attachment of this RFP.

4.4.2.2 Organization and Management Plan

Describe the composition of the Proposer’s team, and how activities would be assigned. Also provide a brief description of the following elements related to the Proposer Team’s organization and management:

1. Provide an Organization Chart identifying personnel assigned to this project (name & title/role), and subcontractor(s) (company name & service/task).

2. Provide curriculum vitae of listed personnel on Organization Chart and others essential staff.

Demonstrate individual’s ability to successful completion task assignments (e.g. lead person, project coordinator/manager, interpretive writer, fabrication manager, fabricator of security displays, conservation mounting, etc.) All personnel shall have a minimum of seven (7) years’ experience in their assigned positions.

3. Provide statement of qualifications of each sub-contractor (1 page maximum)

4. Provide a minimum of two (2) previous project examples that demonstrates ability to perform work/task assigned to this project (2 pages maximum).

5. For work which will be accomplished by a Subcontractor(s), include a letter of commitment from the proposed Subcontractor(s), which shall include: the point of contact for the

Subcontractor; the classifications or position titles, State licensing requirements for the job classifications or positions; and names, including any licenses and license numbers, of personnel in each job classification or position that will be made available for this work as necessary to meet time frame performance requirements. Such letters should be attached to the Transmittal Letter and will not be included in the page count.

4.4.2.3 Key Personnel and Staffing Plan

DPR intends to contract with an [Exhibit Design and Fabrication Services] team with organizational and staffing plans that are appropriate for the Scope of Work described in Exhibit A Attachment 1 of Attachment C of this RFP, and with experienced personnel in key roles. All known Subcontractors shall be identified on Form A.

All Key Personnel shall submit a signed statement indicating that they understand the project office will be located in [San Mateo County] and are willing to work full time at that location as determined by the work schedule.

The Proposal must include information regarding California professional licenses held by the Proposer’s Key Personnel.

There shall be no change in the Key Personnel during the performance of any Agreement awarded from this RFP without prior written approval. Include the resumes of key people that demonstrate their experience in working on similar projects. Resumes shall be limited to three pages and presented in such a way as to particularly highlight the experience on projects or assignments of a similar nature. Resumes shall demonstrate that the individuals proposed have the appropriate licenses or qualifications for the relevant roles. The resumes must include summary chronologies of employment history including dates and titles at each firm. Include the names of projects, client, city, and state. Resumes of administrative and support staff should not be included. Discuss how Key Personnel are qualified for the positions to which they are assigned.

4.4.3 Small Business Participation and Preference

DPR is not a certifying agency for Small and Disabled Veteran Businesses. The qualifying certifications can be obtained through DGS (SB, MB, DVBE).

The Proposer is expected to present within the Technical Proposal a narrative detailing how it will utilize SB/MB/DVBEs throughout the life of the Agreement. The Proposer shall identify firms being utilized to meet the SB goals, including the estimated contract values and scopes of work that will be used to meet these goals.

Each listed certified SB, MB, and DVBE must perform a Commercially Useful Function in the performance of the Agreement as defined in Government Code section 14837(d)(4).

4.4.3.1 Small Business Preference Program

In accordance with Government Code section 14838, a certified SB/MB is entitled to claim a 5% preference in Proposing on this RFP.

In order to receive the SB Preference, SB/MB Proposers must provide proof of current certification.

In the event of a precise tie between the Final Proposal Score of a certified SB and the Final Proposal Score of a certified DVBE that is also a SB, the contract must be awarded to the DVBE owned SB.

4.4.3.2 Non-Small Business Preference

In accordance with Government Code section 14838, a non-small business may receive a 5% preference in Proposing on this RFP if the business commits to subcontract at least 25% of contract amount awarded by this RFP.

In order to receive the non-Small Business Preference, Proposers must complete DPR 85 – Small Business Preference, demonstrating at least 25% participation from certified SB/MB subcontractors.

4.4.3.3 Application of Small Business Preference

Preference points will be added to the Combined Proposal Score of all certified SB/MB Proposals using the following formula:

[Highest Combined Proposal Score] x .05 = SB Preference Amount

[SB/MB Proposer’s Combined Proposal Score] + [SB Preference Amount] = Final Proposal Score

4.4.4 Disabled Veteran Business Enterprise Requirement and Incentive

The California Disabled Veteran Business Enterprise Program requires that agencies meet or exceed a DVBE participation goal of 3% of the agency’s overall contract dollars. All contracts, regardless of amount, are subject to the DVBE requirement in order to meet this goal. Agencies may waive this requirement for individual contracts, however this waiver must be noted in the solicitation.

4.4.4.1 DVBE Participation Requirement

DVBE participation for this solicitation has been waived, there is no minimum DVBE participation required, however the DVBE Incentive still applies.

4.4.4.2 DVBE Participation Incentive

The DVBE Incentive Program was established by statute and applies to contracts solely financed by State funds. This program is separate from the DVBE Participation Program and is designed to encourage Proposers to partner with DVBE subcontractors.

The incentive may be combined with other incentives and preferences

Any Proposer who has attained more than the minimum required participation, if applicable, is eligible to receive the incentive.

4.4.4.3 Application of DVBE Incentive

Incentive points will be added to the Combined Proposal Score of all Proposals meeting established levels of confirmed participation using the following formula:

Confirmed DVBE Participation of DVBE Incentive Amount

10% or more 5% of highest responsive and responsible Proposal

9% - 9.99% 4% of highest responsive and responsible Proposal

8% - 8.99% 3% of highest responsive and responsible Proposal

7% - 7.99% 2% of highest responsive and responsible Proposal

6.01% - 6.99% 1% of highest responsive and responsible Proposal

Confirmed DVBE Participation of DVBE Incentive Amount

5% or more 5% of highest responsive and responsible Proposal

4% - 4.99% 4% of highest responsive and responsible Proposal

3% - 3.99% 3% of highest responsive and responsible Proposal

2% - 2.99% 2% of highest responsive and responsible Proposal

.01% - 1.99% 1% of highest responsive and responsible Proposal

[Highest Combined Proposal Score] x [DVBE Incentive Amount] = DVBE Incentive Earned

[DVBE Proposer’s Combined Proposal Score] + [DVBE Incentive Earned] = Final Proposal Score

4.4.4.4 DVBE Participation Reporting

If for this Contract, the Contractor made a commitment to achieve the DVBE participation goal, DPR will withhold $10,000 from the final payment, or the full final payment if less than $10,000, until the Contractor complies with the certification requirements of Military and Veterans Code Section 999.5. The awarded Contractor will be required to utilize form DGS-PD 810 P, which will be provided by the Point of Contact at the completion of the contract term, to report the following:

• The total amount the Prime contractor received under the contract;

• The name and address of the DVBE(s) that participated in the performance of the contract;

• The amount each DVBE received from the Prime contractor;

• Attestation that all payments under the contract have been made to DVBE(s);

• The actual percentage of DVBE participation that was achieved.

A Contractor that fails to comply with the certification requirement shall, after notice, be allowed to cure the defect. Notwithstanding any other law, if, after at least 15 calendar days but not more than 30 calendar days from the date of notice, the prime contractor refuses to comply with the certification requirements, the department shall permanently deduct $10,000 from the final payment, or the full payment if less than $10,000. The Contractor shall provide proof of payment for the work performed by the DVBE subcontractor(s) upon DPR’s request.

http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_810P.pdf

4.4.5 Target Area Contract Preference Act (TACPA)

TACPA will be granted to California-based firms in accordance with Government Code §4530 whenever contracts for goods or services are in excess of $100,000 and the bidder meets certain requirements as defined in the California Administrative Code (Title 2, §1896.30 et seq.)

regarding labor needed to produce the goods or provide the services being procured. The TACPA is optional on the part of the bidder (not mandatory), is for bidder evaluation purposes only, and does not alter the amount of the awarded Contract.

Bidders seeking to take advantage of this preference will need to review the website below and submit the appropriate response forms with their bid. The bidder may omit these forms if there is no intention to claim this preference.

https://www.dgs.ca.gov/PD/Services/Page-Content/Procurement-Division-Services-List- Folder/Request-a-Target-Area-Contract-Preference

Please carefully review the forms and requirements. Bidders are not required to apply for these preferences. Denial of the TACPA preference request is not a basis for rejection of a bid.

The required applications/forms are as follows:

• TACPA Preference Request for Goods and Services Solicitations (STD 830): http://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf

• Manufacturer’s Summary of Contract Activities and Labor Hours (DGS/PD 525): https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0525.pdf

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

Bidder questions regarding this preference are to be directed to the Department of General Services, Procurement Division, Dispute Resolution Unit, 707 Third Street, Second Floor, West Sacramento, CA 95605 or contact the TACPA Preference Program via email at TACPA@dgs.ca.gov to determine if the worksite(s) is eligible.

Contracts awarded with applied preferences will be monitored throughout the life of the contract for compliance with statutory, regulatory, and contractual requirements. The State will take appropriate corrective action and apply sanctions as necessary to enforce preference programs.

4.4.6 Cost Proposal

DPR shall compensate the successful Proposer for actual hours worked. The successful proposer will be compensated at the end of each task as outlined in the Cost Proposal (Tasks 1, 2, 3, 4, and 5). Proposers shall submit all rate information on RFP Attachment C, Exhibit B, Attachment 1: Cost Proposal. All Cost Proposal Worksheets must include anticipated reimbursable expenses, including rates that shall serve as rate caps that shall remain binding for the term of the Agreement. The rates listed on the Cost Proposal Worksheet shall be fully loaded and include all direct and indirect costs, including overhead and taxes incidental to the specified rates. The information provided on the Cost Proposal Worksheet shall become part of the final Agreement.

Under no circumstances will the amount paid under any Agreement resulting from this RFP be more than $50,000.00.

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