RFP_final.pdf

CTA24025

MOTEL 6 BOARD UP

CALIFORNIA TAHOE CONSERVANCY

October 21, 2024

Request for Proposals Notice to Prospective Proposers You are invited to review and respond to this Request for Proposals (RFP), entitled:

CTA24025 Motel 6 Board up

The deadline for proposals is November 22, 2024. In submitting your proposal, you must comply with these instructions.

All contracts entered into with the California Tahoe Conservancy (Conservancy) will include by reference General Terms and Conditions and Contractor Certification Clauses that may be viewed and downloaded at the Department of General Service’s website at https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of- Legal-Services-Resources-List-Folder/Standard-Contract-Language.

If you lack internet access, contact the Conservancy.

In the opinion of the Conservancy, this Request for Proposals is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, please submit your questions to the email shown below by November 1, 2024, including this contract number CTA24025.

All questions will be compiled and a full response to all proposers will be provided on the Conservancy’s website at https://tahoe.ca.gov/request-for-proposals-recreation-and-land-management-strategies.

California Tahoe Conservancy Procurement/Contracts procurement@tahoe.ca.gov

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

Aga Kuligowski Contract/Procurement Analyst

BOARD MEMBERS

NATURAL RESOURCES AGENCY

Wade Crowfoot, Secretary

Elizabeth Williamson, Designee

DEPARTMENT OF FINANCE

Keely Bosler, Director

Gayle Miller, Designee

SENATE PUBLIC MEMBER

Jay Hansen

ASSEMBLY PUBLIC MEMBER

Adam Acosta

CITY OF SOUTH LAKE TAHOE

Tamara Wallace

EL DORADO COUNTY

Sue Novasel, Chair

PLACER COUNTY

Cindy Gustafson, Vice Chair

U.S. FOREST SERVICE (ex-officio) Erick Walker

JANE FREEMAN

Deputy Director https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language https://tahoe.ca.gov/rfp-equity-focused-community-engagement https://tahoe.ca.gov/request-for-proposals-recreation-and-land-management-strategies https://tahoe.ca.gov/request-for-proposals-recreation-and-land-management-strategies mailto:procurement@tahoe.ca.gov

CTA22030

RECREATION AND LAND MANAGEMENT STRATEGIES

Table of Contents Request for Proposals

Notice to Prospective Proposers

A. Background and Purpose

B. Scope of Work

C. Timeframe

D. Budget

E. Minimum Qualifications for Proposers

F. Proposal Requirements and Information

G. Preference Programs

H. Russia Sanctions……………………………………………………………………………………………………………..…16

Attachment 1: Required Attachment Checklist

Attachment 2: Proposal/Proposer Certification Sheet

Attachment 3: Sample Cost Proposal Worksheet

Attachment 4: Proposer References

Attachment 5: DVBE Program Requirements and DVBE Incentive Waiver

Attachment 6: List of Proposed Subcontractors

Attachment 6a: DVBE Subcontractor Incentive Request

Attachment 7: DVBE Declarations

Attachment 8: CUF Evaluation and Determination Worksheet…………………………………………..29

Attachment 9: Darfur Contracting Act Certification

Attachment 10: STD 204 Payee Data Record Attachment 11: Motel Schematic and Photographs…………………………………………………………..28 Attachment 12: GenAI Disclosure Form………………………………………………………………………….…...36

A. Background and Purpose

The California Tahoe Conservancy (Conservancy) is seeking construction and design services to board up all openings of the former Motel 6 property (2375 Lake Tahoe Blvd.) in South Lake Tahoe.

B. Scope of Work

The Contractor will perform the following tasks.

1. Create Plan Detail The contractor shall create board up plan details for the motel buildings. The plan details shall be for each condition (windows, doors, HVAC units), be prepared and sealed by a licensed design professional in good standing, incorporate tamper resistant fasteners/hardware to resist against intrusion, and specify all materials, fasteners, and fastener schedule. Due to a trace amount of asbestos within wall board and texture, the Conservancy and City desire to not disturb and asbestos containing materials and board up the building from the outside. For all openings, Plywood must be cut to fit over the window and door openings as flush as possible with the exterior so that all lift or pry points are avoided. It may be necessary to remove exterior molding materials, so the fit is flush and tight. All boards must be painted to match the existing color of the exterior. All board ups must be marked with the unit numbers stenciled in a uniform manner on each covering.

See attached schematic and photographs for general structure layout. Schematic is for general overview purposes and is not guaranteed to be complete or accurate.

Task 1 Deliverables:

1) Plan detail for each condition.

2. Approval by City of South Lake Tahoe Development Department The Contractor shall submit plan details to the City of South Lake Tahoe Building Division (City) for approval. The City may require modifications to the proposed plan details. The contractor may need to modify the proposed plan to meet City expectations. The Contractor shall secure the appropriate construction permit from the City.

Task 2 Deliverables:

1) Board up plan approved by the City.

2) Secure the appropriate construction permit from the City.

3. Board up Implementation All work must be completed in accordance with the plan details. The majority of the first floors of both Motel buildings are already boarded up with oriented strand boards (OSB), but the contractor will need to remove and dispose of the existing OSB.

All rooms need to be empty of fuel load and inspected by a Fire Safety Inspector from South Lake Tahoe Fire Rescue prior to boarding up. The Conservancy intends to remove fuel load from all rooms prior to the start of work.

The Conservancy has purchased 400 sheets of 1/2inch CDX plywood. The contractor is to use this material and acquire any other needed materials. To be responsive, each bid must contain two alternatives (see rate sheets).

Task 3 Deliverables:

1) Implement Board up plan approved by the City.

2) Inspection record from the City with final inspection and permit closure.

C. Timeframe

The contract is anticipated to be implemented upon signature by all parties.

D. Budget

The budget for this project will be contingent upon approval in the State Budget Act and authorization by the Conservancy Board. If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, the Conservancy shall have the obligation to notify the Contractor in writing of such event and shall have the option to either cancel this Agreement with no liability occurring to the Conservancy beyond payment for services provided up to the date of said written notification or to offer an agreement amendment to Contractor to reflect the reduced amount subject to approval by the Contractor. This contract may require Department of General Services (DGS) approval.

Per State of California (State) Contracting Manual Volume 1, 5.81, this contract may be amended, at the Conservancy’s discretion, to provide for either additional time up to one year to complete performance OR an additional 30 percent of the original contract value. The contract may not be amended to allow for both additional time and value and can only be amended once.

E. Minimum Qualifications for Proposers

No Contract will be awarded unless the contractor is properly licensed. For this contract, the Contractor must have a California Contractor License and City of South Lake Tahoe Business License. City of South Lake Tahoe Business license may be acquired after award. This is a prevailing wage rate contract. See Section C (3), Prevailing Wages and Labor Code Compliance.

F. Proposal Requirements and Information

The following elements are required in all proposals. Any proposal not meeting the minimum requirements will not be considered.

Proposers shall submit all questions to procurement@tahoe.ca.gov no later than 3:00 p.m. on November 1, 2024. Responses to the questions shall be posted to the Conservancy’s website at https://tahoe.ca.gov/rfp-equity-focused-community-engagement https://tahoe.ca.gov/request-for-proposals-recreation-and-land-management-strategies no later than 3:00 p.m. on November 6, 2024.

1. Key Action Dates

• RFP available to prospective proposers October 23, 2024

• Question submittal deadline November 1, 2024 3:00PM PST

• Responses to questions posted November 6, 2024

• Final Date for Proposal Submission November 22, 2024 11:59PM

• Notice of Intent to Award Depends on potential post-bid interviews

• Award Date to Award Five business days after Notice of Intent

The contract start date will be the date the contract is signed by all parties and approved by DGS (if required).

2. Submission of Proposal

a. Scope Implementation Plan

i. Rough design approach (narrative or schematic).

ii. Short narrative on negotiation experience/approach to working with local building departments or similar. May include references or similar experiences.

iii. Cost sheet

b. All proposals and all required documents must be submitted by email to procurement@tahoe.ca.gov, with the subject line “CTA 24025 [Name of Proposer],” no later than the date and time shown in the Key Action Dates above. Proposals received after this date (email time stamp validation) will not be considered.

c. All bids shall include the documents identified in Section I, Required Attachment Checklist. Bids 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.

d. All documents requiring a signature must bear an original signature of a person authorized to bind the bidding firm. The Conservancy accepts digital signatures as original signatures.

e. Proposals must be submitted for the performance of all the work described in the above Scope of Work. Any deviation from the work specifications will not be considered and will cause a proposal to be rejected.

f. 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 Conservancy may reject any or all bids and may waive an immaterial deviation in a bid. 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 contract.

g. Costs incurred for developing bids and in anticipation of award of the contract are entirely the responsibility of the proposer and shall not be charged to the State of California.

https://tahoe.ca.gov/request-for-proposals-recreation-and-land-management-strategies

h. An individual who is authorized to bind the proposer contractually shall sign the Proposal/Proposer Certification Sheet. The signature should indicate the title or position that the individual holds in the firm. An unsigned proposal may be rejected.

i. 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.

j. A proposer may withdraw its proposal by submitting a written withdrawal request to the Conservancy, 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 after proposal submission deadline.

k. The Conservancy 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.

l. The Conservancy reserves the right to reject all proposals. The Conservancy is not required to award a contract.

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

n. The Conservancy 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.

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

3. Prevailing Wages and Labor Code Compliance Pursuant to all applicable State laws and regulations, the Contractor shall pay all workers the general prevailing wage rate in the locality in which the work is to be performed. The Contractor shall also ensure that a copy(ies) of the appropriate prevailing wage rate is/are posted at each job site. Copies of the prevailing wage rates are on file at the office of the California Tahoe Conservancy:

https://www.dir.ca.gov/oprl/DPreWageDetermination.htm.

The Conservancy will review, and, if appropriate, audit payroll records to verify compliance and withhold contract payments when payroll records are delinquent or inadequate equal to the amount of underpayment and applicable penalties when, after investigation, it is established that underpayment has occurred.

4. Evaluation and Selection

a. Each proposal will be checked for the presence or absence of required information in conformance with the submission requirements of this RFP.

b. 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.

c. Award, if made, will be to the highest scored responsible proposal.

5. Evaluation Criteria Proposals will be evaluated based on the adequacy of the response to all the requirements of this RFP and must include all information specifically required in all sections of the RFP. Proposal format and minimum qualifications will be evaluated on a points basis, with the award made to the highest scoring proposal. RFPs will be evaluated using the following criteria and ratings:

a. Create Plan Detail:

i. How well demonstrates an understanding of the scope? (0-15 points)

ii. How well does the bidder demonstrate their ability to create a reasonable draft/conceptual plan detail? (0-15 points)

b. Approval of City of South Lake Tahoe Development Department:

i. How well does the bidder demonstrate how they have or would accomplish amending the plan details based on the City’s comments? (0-15 points)

c. Cost of proposed budget: (0-50 points)

The lowest cost proposal is awarded the maximum cost points. Other proposals are awarded cost points based on the following calculation:

cost points for other proposer = lowest proposer’s cost / other proposer’s cost (factor) x maximum cost points available.

Example: lowest cost proposal = $75,000, other proposal = $100,000, 30 cost points available:

($75,000/$100,000) = (¾) x 30 = 22.5 cost points awarded to the other proposal

6. Evaluation Standards Proposals will be evaluated using the consensus process. A committee will evaluate each proposal and collectively agree on a score for each proposal using the Evaluation Criteria Score Sheet.

The committee may conduct phone interviews with the top scored proposals. Prior to the interview, the Conservancy may contact each proposer to obtain additional information. The interview will provide the proposer the opportunity to elaborate on the written material previously submitted and give the Conservancy the opportunity to meet their key personnel and ask questions regarding any aspect of the proposal, background, and other relevant topics. The committee may adjust the score assigned to a proposal following the interview with the proposer.

Evaluation Criteria Score Sheet

Name of Proposer: Evaluator:

Proposal Evaluation Maximum Possible Score Score a(i). How well demonstrates an understanding of the scope? 15 pts Score here a(ii). How well does the bidder demonstrate their ability to create a reasonable draft/conceptual plan detail? 15 pts Score here

b. How well does the bidder demonstrate how they have or would accomplish amending the plan details based on the City’s comments?

15 pts Score here

c. Cost points up to 50. (See calculation above in Section 4c) 50 pts Score here

Total 95 pts Score here

Small Business Preference * * If SB is claimed, it shall be 5% of the NET BID PRICE of the lowest responsive and responsible bid of a business that is not eligible for the SB preference (Not SB Certified)

Five percent of the lowest Non-SB Bidder cost applied to proposer’s bid cost

Score here

GRAND TOTAL

100 PTS (maximum, with small business preference)

SCORE HERE

7. Award and Protest

a. Notice of the proposed award shall be posted in a public place in the office of the

California Tahoe Conservancy and on the Conservancy’s website (https://tahoe.ca.gov)for five (5) working days prior to awarding the agreement.

b. If any proposer, prior to the award of agreement, files a protest with the California Tahoe Conservancy, 1061 Third Street, South Lake Tahoe, CA 96150, and the Department of General Services, Office of Legal Services, 707 Third Street, 7th Floor, Suite 7-330, West Sacramento, CA 95605, 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. It is suggested that a protesting proposer submits any protest by certified or registered mail.

c. Within five (5) calendar days after filing the initial protest, the protesting proposer shall file with the Department of General Services, Office of Legal Services and the California Tahoe Conservancy a detailed statement specifying the grounds for the protest.

d. 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 DGS website at https://www.dgsapps.dgs.ca.gov/osp/StatewideFormsWeb/Forms.aspx under the heading STD Forms. No payment shall be made unless a completed STD 204 has been returned to the awarding agency.

e. 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, which can be found on the DGS website at https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services- Resources-List-Folder/Standard-Contract-Language.

8. Disposition of Proposals

a. 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.

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

9. Agreement Execution and Performance

a. Performance shall start not later than the express date set by the awarding agency and the Contractor, after all approvals have been obtained and the contract 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 contract. In addition, the Contractor shall be liable to the State for the difference between the Contractor’s bid price and the actual cost of performing work by the second lowest proposer or by another contractor.

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

https://www.dgsapps.dgs.ca.gov/osp/StatewideFormsWeb/Forms.aspx https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language

G. Preference Programs

1. Small Business Preference California law encourages state departments to first consider a Small Business Enterprise (Small)/ Microbusiness Enterprise (Micro) for contracting opportunities. The Conservancy is committed to supporting Small/Micro business participation in state contracting and seeks to use certified Small/Micro businesses whenever possible.

A Small/Micro business enterprise is defined as a business certified by the DGS Office of Small Business and Disabled Veteran Business Enterprise Certification Services (OSDS) in which:

a. The principal office is located in California

b. The officers are domiciled in California

c. The business is independently owned and operated

d. The business, with any affiliates, is not dominant in its field of operation; and

e. For Small Business, either:

i. The business, together with any affiliates, has 100 or fewer employees and averaged annual gross receipts of $15,000,000 or less over the previous three years, or

ii. The business is a manufacturer with 100 or fewer employees

A small business will automatically be designated as a microbusiness if annual gross receipts are less than $3,500,000; or the small business is a manufacturer with 25 or fewer employees.

Section 14835, et seq., of the California Government Code requires that a five percent preference be given to proposers who qualify as a Small/Micro business enterprise. The rules and regulations of this law are contained in Title 2, California Code of Regulations, section 1896, et seq. A copy of the regulation is available upon request.

To claim the Small/Micro business preference, your firm must have a completed application (including proof of annual receipts) on file with the DGS, OSDS, by 5:00 p.m.

on the date bids are due, and receipt verified by such office. Therefore, if you are a Small/Micro business, but are not certified, it is to your advantage to become certified.

For certification and preference approval process information, contact the Conservancy Small Business Advocate at 530-318-6229

2. Disabled Veterans Business Enterprise Program (DVBE) Participation The minimum percentage of DVBE participation is 3% for this solicitation unless another percentage is specified in the solicitation, or the solicitation is exempt from DVBE participation. DVBE participation is required for this contract.

Effective November 19, 2021 the following policy and procedure changes have been implemented due to new legislation (see Department of General Services Broadcast Bulletin P-05-21).

a. Prime Contractors using the DVBE incentive are required to submit a complete and accurate Prime Contractor’s Certification – DVBE Subcontracting Report (STD 817) upon contract completion. STD 817 can be found here: Prime Contractor’s DVBE Subcontracting Report (ca.gov). (See Military and Veterans Code [MVC] Sec. 999.5(d).)

b. State departments are required to withhold $10,000, or full payment if less than $10,000, from a prime contractor’s final payment pending receipt of a complete and accurate STD 817, including supporting documentation. The STD 817 must be submitted within 30 days of contract completion. (See MVC Sec. 999.7.)

c. If the STD 817 is late or incomplete, State departments must send the prime contractor a cure notice allowing at least 15 days, but not more than 30 days, to meet the certification requirements.

For questions and information contact: OSDSHelp@dgs.ca.gov or procurement@tahoe.ca.gov.

H. 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. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the Conservancy determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the Conservancy.

I. GenAI Technology Use & Reporting

During the term of the contract, Contractor must notify the State in writing if their services or any work under this contract includes, or makes available, any previously unreported GenAI technology, including GenAI from third parties or subcontractors. Contractor shall immediately complete the GenAI Reporting and Factsheet (STD 1000) to notify the State of any new or previously unreported GenAI technology. At the direction of the State, Contractor shall discontinue the use of any new or previously undisclosed GenAI technology that materially impacts functionality, risk or contract performance, until use of such GenAI technology has been approved by the State.

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std817.pdf https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std817.pdf mailto:OSDSHelp@dgs.ca.gov

Failure to disclose GenAI use to the State and submit the GenAI Reporting and Factsheet (STD 1000) may be considered a breach of the contract by the State at its sole discretion and the State may consider such failure to disclose GenAI and/or failure to submit the GenAI Reporting and Factsheet (STD 1000) as grounds for the immediate termination of the contract. The State is entitled to seek any and all relief it may be entitled to as a result of such non-disclosure.

The State reserves the right to amend the contract, without additional cost, to incorporate GenAI Special Provisions into the contract at its sole discretion and/or terminate any contract that presents an unacceptable level of risk to the State.

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

Attachment 1

Proposer Name ________________________________________________________

Required Attachment Check List

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

Complete this checklist to confirm the items in your bid. Place a check mark or “X” next to each item that you are submitting to the State. FOR YOUR BID TO BE RESPONSIVE, ALL REQUIRED ATTACHMENTS MUST BE RETURNED.

This checklist must be returned with your proposal package.

Attachment Attachment Name/Description

_____ Attachment 1 Required Attachment Check List

_____ Attachment 2 Proposal/Proposer Certification Sheet

_____ Attachment 3 Sample Cost Proposal Worksheet

_____ Attachment 4 Proposer References

_____ Attachment 5 DVBE Program Requirements and DVBE Incentive Waiver

_____ Attachment 6 List of Proposed Subcontractors

_____ Attachment 6a DVBE Subcontractor Incentive Request

_____ Attachment 7 Disabled Veteran Business Enterprise Declarations

_____ Attachment 8 Commercially Useful Function (CUF) Evaluation and Determination Worksheet

_____ Attachment 9 Darfur Contracting Act Certification

_____ Attachment 10 STD 204 Payee Data Record

_____ Attachment 11 Motel Schematic and Photographs

Attachment 2

Proposal/Proposer Certification Sheet

This Proposal/Proposer Certification Sheet must be signed and returned along with all the “required attachments” as an entire package by email.

Do not return the Request for Proposals or the Standard Agreement (STD 213) at the end of this RFP.

Our all-inclusive bid is shown on the Cost Proposal Worksheet Attached (Attachment 3).

All required attachments are included with this certification sheet.

A. I have read and understand the DVBE participation requirements and have included documentation demonstrating that

I have met the participation goals or have made a good faith effort.

B. The signature affixed hereon and dated certifies compliance with all the requirements of this bid document. The signature below authorizes the verification of this certification.

C. The undersigned Contractor hereby proposes to carry out the work at the bid price and in accordance with the terms and conditions set forth in this Request for Proposals, and the attached Standard 213, including all plans specifications.

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

1. Company Name 2. Telephone Number 2a. Fax Number

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation

Indicate the applicable employee and/or corporation number:

7. Federal Employee ID No. (FEIN) 8. California Corporation No.

9. Indicate applicable license and/or certification information:

10. Bidder’s Name (Print) 11. Title

12. Signature 13. Date

14. Are you certified with the Department of General Services, Office of Small Business Certification and Resources (OSBCR) as:

b. California Small Business

Yes No

If yes, enter certification number:

b. Disabled Veteran Business Enterprise Yes No

If yes, enter your service code below:

NOTE: A copy of your Certification is required to be included if either of the above items is checked “Yes”.

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 1, 2, 2a, 3: Must be completed. These items are self-explanatory.

Item Number 4: 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.

Item Number 5: 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.

Item Number 6: 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.

Item Number 7: Enter your federal employee tax identification number.

Item Number 8: Enter your corporation number assigned by the California Secretary of State’s Office. This information is used for checking if a corporation is in good standing and qualified to conduct business in California.

Item Number 9: 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.

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

Item Number 14: 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 service code 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 OSBCR.

Attachment 3

Sample Cost Proposal Worksheet

CTA24025 – Motel 6 Board Up

This alternative involves the boarding up of every door, window, and AC unit opening.

Item: Description: Price

1 Materials* $

2 Labor (Including Board up Design and Negotiation)

Lump Sum (Total price of all services): Bid Total $___________________________

*The Conservancy has already purchased 400 sheets of 1/2inch CDX plywood for this project. Please subtract this amount from your needed materials.

Attachment 4

Proposer References

List below three references for services performed within the last five years, which are similar to the scope of work to be performed in this contract.

REFERENCE 1

Name of Firm:

Street Address: City: State: Zip:

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:

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:

Contact Person: Telephone Number:

Dates of Service: Value or Cost of Service:

Brief Description of Service Provided:

Attachment 5

DVBE Program Requirements

Download attachment 5, the DVBE Program Requirements, from the DGS website at at https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd07-04.pdf.

CALIFORNIA DISABLED VETERAN BUSINESS ENTERPRISE (DVBE)

PROGRAM REQUIREMENTS

(Revision Date 10-2021)

PLEASE READ THE REQUIREMENTS AND INSTRUCTIONS CAREFULLY BEFORE YOU BEGIN.

AUTHORITY

The Disabled Veteran Business Enterprise (DVBE) Participation Goal Program for State contracts is established in Public Contract Code (PCC), §10115 et seq., Military and Veterans Code (MVC), §999 et seq., and California Code of Regulations (CCR), Title 2, §1896.61 et seq.

DVBE PARTICIPATION The minimum percentage of DVBE participation is 3% for this solicitation unless another percentage is specified in the solicitation, or the solicitation is exempt from DVBE participation.

DVBE INCENTIVE

An incentive will be given to bidders who provide DVBE participation, unless stated elsewhere in the solicitation the DVBE Incentive has been exempted.

INTRODUCTION

The bidder must complete the identified form(s) and fully document that the mandatory minimum percent of DVBE participation will be met in order to comply with this solicitation’s DVBE program requirement or the bid may be considered non-responsive.

Information submitted by the Bidder to comply with this solicitation’s DVBE requirements will be verified by the State. If evidence of an alleged violation is found during the verification process, the State shall initiate an investigation, in accordance with the requirements of PCC §10115, et seq., and MVC §999 et seq., and follow the investigatory procedures required by 2 CCR §1896.91.

Contractors found to be in violation of these provisions may be subject to suspension from doing business with the State of California, contract termination, civil penalties, and loss of State certifications.

Only State of California, Office of Small Business and DVBE Services (OSDS), certified Disabled Veteran Business Enterprises (hereafter called “DVBE”) who will perform a commercially useful function (CUF) shall be used to satisfy the DVBE requirements. The term “DVBE contractor, subcontractor or supplier” means any person or entity that satisfies the ownership (or management) and control requirements of §1896.81, is certified in accordance with §1896.84, and provides services or goods that contribute to the fulfillment of the contract requirements by performing a commercially useful function as required in MVC §999(B). Bidders must verify each DVBE subcontractor’s certification status with OSDS to ensure DVBE participation eligibility prior to https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd07-04.pdf submitting bids. A DVBE that is not certified at the time of award or does not meet and maintain certification cannot count towards an awarding department’s 3-percent goal. {MVC §999.5(c)}

COMMERCIALLY USEFUL FUNCTION DEFINITION

As defined in MVC §999(B), a person or an entity is deemed to perform a "commercially useful function" if a person or entity does all of the following:

• Is responsible for the execution of a distinct element of the work of the contract.

• Carries out the obligation by actually performing, managing, or supervising the work involved.

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

• Is responsible, with respect to products, inventories, materials, and supplies required for the contract, for negotiating price, determining quality and quantity, ordering, installing, if applicable, and making payment.

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

A contractor, subcontractor, or supplier will not be considered to perform a “commercially useful function” if the contractor's, subcontractor's, or supplier's role is limited to that of an extra participant in a transaction, contract, or project through which funds are passed in order to obtain the appearance of disabled veteran business enterprise participation.

DVBE SUBSTITUTION

Bidders must use the DVBE subcontractors or suppliers proposed in the bid. Any substitutions must be requested in writing to the awarding department and approved by both the awarding department and OSDS in writing prior to the commencement of any work by the proposed DVBE.

The substitution must be to perform the same work and shall maintain the minimum level of DVBE participation stated in original bid. {MVC §999.5(g)}

DVBE SUBCONTRACTOR REPORTING

Bidders awarded a contract with a commitment to use DVBE subcontractors must certify, upon completion of contract, that all payments have been made to the DVBE subcontractors by submitting the Prime Contractor’s -DVBE Subcontracting Report (STD 817). For such contracts awarded on or after January 1, 2021, the department will withhold $10,000 from the final payment, or the full payment if the final payment is less than $10,000 from prime contractors, until the complete and accurate STD 817 is received. Failure to submit this certification after given the opportunity to cure, will result in the department permanently deducting $10,000 from the final payment or the full payment if less than $10,000. {MVC §999.7}

Prime contractor shall provide proof of payments made to DVBE subcontractors at the request of the department. The department shall keep all information provided by the prime contractor regarding the DVBE program requirements in the procurement file for six years. {MVC §999.55}

PLEASE READ ALL INSTRUCTIONS CAREFULLY

These instructions contain information about the DVBE program requirements, bidder responsibilities, and the DVBE Bid Incentive. Bidders are responsible for thorough review and compliance with these instructions.

To meet the DVBE program requirements, bidders must complete and fully document compliance with the following:

PARTICIPATION COMMITMENT

Bidders must commit to meet or exceed the DVBE participation requirement in this solicitation by either Method A1 (bidder is a California certified DVBE) or A2 (bidder is not a California certified DVBE). Bidders must document DVBE participation commitment by completing and submitting all forms and documentation necessary to support meeting CUF.

Forms include the Bidder Declaration (DGS PD-05-105) and (DGS PD 843) DVBE Declarations located elsewhere in the solicitation, the Confirmation Letter/Form as described below, and any other requested documentation. Failure to complete and submit the required form(s) as instructed will render the bid non-responsive.

METHOD A1. CERTIFIED DVBE BIDDER:

a. Commit to perform the participation goal percentage of the contract bid amount with its own resources or in combination with another DVBE(s).

b. Document DVBE participation on the Bidder Declaration DGS PD-05-105 for the Prime and all subcontractors (any person, firm, corporation that will participate in fulfilling any part of the contract.).

c. Submit a written Confirmation Letter/Form from each DVBE subcontractor identified on the Bidder Declaration. The written confirmation must include the solicitation number and be signed by the Bidder and the DVBE subcontractor(s). The written confirmation shall include, but is not limited to, the DVBE scope of work, work to be performed by the DVBE, term of intended subcontract with the DVBE, anticipated dates the DVBE will perform required work, rate and conditions of payment and total amount to be paid to the DVBE. Failure to submit signed confirmations with the bid may render the bid non-responsive. If further verification is necessary, the State will obtain additional information to verify compliance with the above requirements.

d. DGS PD 843 DVBE Declarations form for all DVBE participants (prime or sub).

METHOD A2. NON-DVBE BIDDER:

a. Commit to using DVBE(s) to perform the participation goal percentage of the contract bid amount.

b. Document DVBE participation on the Bidder Declaration DGS PD-05-105.

c. Submit a written Confirmation Letter/Form from each DVBE subcontractor identified on the Bidder Declaration. The written confirmation must include the solicitation number and be signed by the Bidder and the DVBE subcontractor(s). The written confirmation shall include, but is not limited to, the DVBE scope of work, work to be performed by the DVBE, term of intended subcontract with the DVBE, anticipated dates the DVBE will perform required work, rate and conditions of payment and total amount to be paid to the DVBE. Failure to submit signed confirmations with the bid may render the bid non-responsive. If further verification is necessary, the State will obtain additional information to verify compliance with the above requirements.

d. DGS PD 843 DVBE Declarations form for all DVBE participants.

DVBE BID INCENTIVE

Unless stated elsewhere in the solicitation that the DVBE incentive has been waived, in accordance with Section 999.5(a) of the Military and Veterans Code an incentive will be given to bidders who provide DVBE participation. For evaluation purposes only, the State shall apply an incentive to bids that propose California certified DVBE participation as identified on the Bidder Declaration DGS PD05-105, (located elsewhere within the solicitation document) and confirmed by the State. The incentive amount for awards based on low price will vary in conjunction with the percentage of DVBE participation. Unless a table that replaces the one below has been expressly established elsewhere within the solicitation, the following percentages will apply for awards based on low price.

Confirmed DVBE Participation of: DVBE Incentive:

5% or Over 5%

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

Attachment 6

List of Proposed Subcontractors

Listed hereinafter is the name and address of each subcontractor who will be employed, and the kind of work which each will perform if the contract is awarded. I understand that under Government Code Section 4100 through 4108, I must clearly set forth the name and address of each subcontractor who will perform work or labor or render service to me, in an amount in excess of one-half of one percent (1/2 of 1 percent) of my total bid, and that as to any work in which I fail to do so, I agree to perform that portion myself or be subject to penalty under the act.

(Note: In case more than one subcontractor is named for the same kind of work, state the portion that each will perform.

Vendors or suppliers of materials only need not be listed.)

If further space is required for the list of proposed subcontractors, additional sheets showing the required information, as indicated below, shall be attached hereto and made a part of the Bid Form.

If no subcontractors are to be used, write "NONE".

KIND OF WORK SUBCONTRACTOR NAME AND ADDRESS

Attachment 6a

DVBE Subcontractor Incentive Request List each certified DVBE that will be subcontracted with. To be granted a bidding incentive, total DVBE subcontractor use must equal at least 1 percent up to a total of 5 percent, unless other specifications are included elsewhere in the agreement, of the total price or cost offered. Each named subcontractor must be actively certified as a DVBE by the bid submission due date and must acknowledge their participation as claimed herein via a DVBE Subcontractor/Supplier Acknowledgement (Attachment 6b). Attach to this form an acknowledgement (Attachment 6b) signed by an authorized representative of each named subcontractor acknowledging their proposed use as described herein.

Name of certified DVBE Subcontractor Name of Subcontractor Street address City State Zip Code Contact Person Telephone number

DVBE

Certification No.

Certification exp. date Participation dollar value Committed % of total bid

Brief description of the commercially useful function(s) to be performed and/or provided:

Name of certified DVBE Subcontractor Name of Subcontractor Street address City State Zip Code Contact Person Telephone number

DVBE

Certification No.

Certification exp. date Participation dollar value Committed % of total bid

Brief description of the commercially useful function(s) to be performed and/or provided:

Name of certified DVBE Subcontractor Name of Subcontractor Street address City State Zip Code Contact Person Telephone number

DVBE

Certification No.

Certification exp. date Participation dollar value Committed % of total bid

Brief description of the commercially useful function(s) to be performed and/or provided:

Attachment 7

Disabled Veteran Business Enterprise Declarations

Download attachment 7, Disabled Veteran Business Enterprise Declarations, DGS PD 843, from the DGS website at https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf.

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

Attachment 8

Commercially Useful Function Evaluation and Determination Worksheet

Download attachment 8, the Commercially Useful Function Evaluation and Determination Worksheet, from the DGS website at https://www.dgs.ca.gov/-

/media/Divisions/PD/OSDS/Certification/CUF/CUFEvaluationandDeterminationWorksheet.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/CUF/CUFEvaluationandDeterminationWorksheet.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/CUF/CUFEvaluationandDeterminationWorksheet.pdf https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/CUF/CUFEvaluationandDeterminationWorksheet.pdf

Attachment 9

Darfur Contracting Act Certification

Public Contract Code Sections 10475 -10481 applies to any company that currently or within the previous three years has had business activities or other operations outside of the United States. For such a company to bid on or submit a proposal for a State of California contract, the company must certify that it is either a) not a scrutinized company; or

b) a scrutinized company that has been granted permission by the Department of General Services to submit a proposal.

If your company has not, within the previous three years, had any business activities or other operations outside of the United States, you do not need to complete this form.

OPTION #1 - CERTIFICATION

If your company, within the previous three years, has had business activities or other operations outside of the United States, in order to be eligible to submit a bid or proposal, please insert your company name and Federal ID Number and complete the certification below.

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that a) the prospective proposer/bidder named below is not a scrutinized company per Public Contract Code 10476; and b) I am duly authorized to legally bind the prospective proposer/bidder named below. This certification is made under the laws of the State of California.

Company/Vendor Name (Printed): __________________________________

Federal ID Number: __________________________________

By (Authorized Signature): __________________________________

Printed Name and Title of Person Signing: __________________________________

Date Executed: ______________ Executed in the County and State of: _________________________

OPTION #2 – WRITTEN PERMISSION FROM DGS

Pursuant to Public Contract Code section 10477(b), the Director of the Department of General Services may permit a scrutinized company, on a case-by-case basis, to bid on or submit a proposal for a contract with a state agency for goods or services, if it is in the best interests of the state. If you are a scrutinized company that has obtained written permission from the DGS to submit a bid or proposal, complete the information below.

We are a scrutinized company as defined in Public Contract Code section 10476, but we have received written permission from the Department of General Services 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.

Company/Vendor Name (Printed): __________________________________

Federal ID Number: __________________________________

Initials of Submitter: ___________________

Printed Name and Title of Person Initialing: __________________________

Attachment 10

STD 204 Payee Data Record

Download attachment 10, the STD 204 Payee Data Record, from the DGS website at https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf.

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

Attachment 11

Motel Schematic and Photographs

Attachment 12

GenAI Disclosure Form

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