RFQ_25-206_Open_Market_Competitive_over__50k.docx
DOCX document 4 MB Posted
- Solicitation number
- 0000039203
- Issued by
- California
About this file
This is a Request for Quotation (RFQ) issued by the California Department of Justice for the procurement of Leeds LCF3 comparison microscopes and associated equipment. The RFQ was issued on May 7, 2026, with responses due by 3:00 PM PDT on May 21, 2026. The solicitation seeks three complete microscope systems with optical components, ergonomic workstations, lighting systems, camera equipment, and accessories for delivery to three separate California Department of Justice forensic laboratories: the Central Valley Laboratory in Ripon, the Sacramento Laboratory, and the Santa Rosa Laboratory. The required delivery date for all products is June 28, 2026. The evaluation process includes assessment by the Department of Justice, with notice of intent to award issued on May 21, 2026, followed by a five-business-day protest period ending May 28, 2026, and final contract award scheduled for May 28, 2026. The RFQ specifies that bidders may extend their offers beyond the standard 45-day acceptance window if contract award is delayed.
Pricing shall be submitted using the State's Attachment A Cost Worksheet only, with responses quoting F.O.B. Destination accepted exclusively. Award will be made to the lowest-cost responsive and responsible bidder complying with all RFQ requirements. The RFQ includes provisions for California small business preferences, disabled veteran business enterprise (DVBE) incentives, and target area contract preference act (TACPA) considerations. Bidders must provide current California Secretary of State certification, California seller's permits, postconsumer recycled-content certification, payee data records (STD 204 and STD 205), and comply with civil rights certifications for contracts exceeding $100,000. All products must be new and in current production, with no used, shopworn, or discontinued models acceptable. Sales tax applies to all tangible products with varying tax rates by delivery location: 7.75 percent for Ripon, 8.75 percent for Sacramento, and 10.0 percent for Santa Rosa. Responses become public record upon final award, and the State reserves the right to modify or cancel the RFQ in whole or in part.
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Request for Quotation (RFQ) Informal Competitive (Open Market)
A. RFQ INFORMATION
| RFQ # | |
| 25-206 | RFQ Issued Date: |
| 5/7/2026 | Addendum #: |
| Click or tap here to enter text. | Addendum Date: |
| Click or tap to enter a date. | |
| Product or Service Description: |
Addendum Reason (when applicable)
Leeds LCF3 Comparison Microscopes or equivalent
| Term Date: |
| N/A |
B. BID RESPONSE SUBMISSION DUE DATE
| Response Due Date: | |
| 5/21/2026 | Response Due Time: |
Responses received after this time will be rejected
3:00 PM PDT
C. SUBMISSION OF RFQ’S RESPONSE DOCUMENTS
| Procurement Analyst’s Name: | |
| Zua Cha | Delivery Address: |
| Please submit all items electronically to: DOJITPurchase@doj.ca.gov | |
| Procurement Analyst’s Email: | |
| DOJITPurchase@doj.ca.gov |
| Procurement Analyst’s Phone: |
| 916-210-5278 |
RFQ responses that reference a supplier’s own terms and conditions or provisions may be considered non-responsive and subjected to rejection.
Only RFQ responses quoted on the State’s own Attachment A - Cost Worksheet form will be considered. Unless otherwise specified, RFQ response shall be submitted via email.
Be advised, your response will become public record once the award becomes final. DOJ will provide access to all records upon request unless the law provides an exemption from mandatory disclosure or a court order is provided.
D. BIDDER INFORMATION
| Vendor Name: | |
| Click or tap here to enter text. | Contact Name: |
| Click or tap here to enter text. |
| Contact Email: | |
| Click or tap here to enter text. | |
| Vendor Address: | |
| Click or tap here to enter text. | Contact Phone: |
| Click or tap here to enter text. |
| Federal Employer Identification Number: |
| Click or tap here to enter text. |
| California Seller’s Permit Number: |
| Click or tap here to enter text. |
| Are you claiming Preference as a California-certified Small Business? |
| ☐Yes |
| ☐No |
| If yes, are you the manufacturer? |
| ☐Yes |
| ☐No |
California-certified Small Business #:
| Click or tap here to enter text. | Small Business Expiration Date: |
| Click or tap to enter a date. | |
| Are you a non-Small Business claiming at least 25% Small Business Subcontractor Preference? | |
| ☐Yes | |
| ☐No |
Section 14838 et seq. of the California Government Code requires that a 5% preference be given to bidders who qualify as a small business as a non-small business claiming at least 25% California certified small business participation for requirements. See Title 2, California Code of Regulations Section 1896 et seq. The requirements for nonprofit veteran service agencies qualifying as a small business are contained in Section 999.50 et seq. of the Military and Veterans code.
| Are you claiming Incentive as a California-certified Disabled Veteran Business Enterprise (DVBE)? |
| ☐Yes |
| ☐No |
California-certified
DVBE #:
| Click or tap here to enter text. | DVBE Expiration Date: |
| Click or tap to enter a date. | |
| Are you claiming the Target Area Contract Preference Act (TACPA) Preference? | |
| ☐Yes | |
| ☐No |
E. PRODUCT SHIPMENT
Hardware Delivery Instructions:
| All product(s) must be shipped to: |
| Multiple addresses |
See Attachment A – Cost Worksheet
| Required Delivery Date: |
| 6/28/2026 |
| Final delivery, inspection and acceptance shall be at the location described above. |
For the purposes of this RFQ, only RFQ responses quoting F.O.B Destination will be accepted.
Software Delivery Instructions (Bidder, please select one of the following):
☐ Software will be delivered via Electronic Download. No sales tax applies. All software product(s) information must be sent electronic download to CITPR@doj.ca.gov.
☐ No software product(s) will be delivered. No sales tax applies. Send order confirmation to CITPR@doj.ca.gov.
☐ Tangible software will be shipped F.O.B. Destination. Sales tax will apply.
All tangible software product(s) must be delivered to:
| 4949 Broadway, Room D232, Sacramento, CA 95820Attn: CITPR |
| Upon receipt of electronic download information, DGS PD 403 IT General Provisions (ITGP) Non-Cloud Goods and Services (Rev. 2/20/25) and DGS PD 402 IT General Provisions (ITGP) Cloud Computing Services (Rev. 2/20/25) will apply. Contractor’s “click-through” terms shall have no force or effect. |
F. BIDDER ACKNOWLEDGEMENT
| Contact Name: | |
| Click or tap here to enter text. | Signature Date: |
| Click or tap to enter a date. | |
| Contact Title: | |
| Click or tap here to enter text. | Contact Signature: |
Bidder agrees if their response is accepted within 45 calendar days following the date the response is due to furnish all the items upon which prices are quoted, at the prices set opposite each item, delivered at the designated point(s) by the method of delivery and within the times specified and subject to the attached General Provisions.
DECLARATIONS UNDER PENALTY OF PERJURY; By signing above, with inclusion of the date of signature, the above signed bidder DECLARES UNDER PENALTY OF PERJURY under the laws of the State of California as follows: (1) (STATEMENT OF COMPLIANCE). The above signed as complied with the non-discrimination program requirements of Government Code 12990 and Title 2, California Administrative Code Section 8103, and such declaration is true and correct. (2) The National Labor Relations Board declaration set forth in Paragraph 48 of the General Provisions is true and correct. (3) If a claim is made for the Small Business or Disabled Veterans Business preference, the information set forth within is true and correct.
By signing above, with inclusion of the date of signature, the above signed bidder accepts the terms and conditions referenced within the RFQ. The terms and conditions may be viewed via the referenced links within the RFQ. These terms and conditions are non-negotiable and no other terms and conditions will be accepted.
1. KEY ACTION DATES
| Item # |
| Description |
| Due Date |
| 1. |
| RFQ Released |
| 5/7/2026 |
| 2. |
| Bidder Question Submission DUE |
| 5/14/2026 by 3:00 PM PT |
| 3. |
| Bidder RFQ Response DUE |
| 5/21/2026 by 3:00 PM PT |
| 4. |
| DOJ Assessment |
| 5/21/2026 |
| 5. |
| DOJ Notice of Intent to Award |
| 5/21/2026 |
| 6. |
| Protest Period (5 Business Days) |
| 5/21/2026-5/28/2026 |
| 7. |
| Contract Award |
| 5/28/2026 |
*After Bidder RFQ Response submission, all key action dates are subject to change without the issuance of an addendum.
STATE OF CALIFORNIA
DEPARTMENT OF JUSTICE
RFQ Revised 02/20/2026
RFQ # 25-206 Page 1 DOJ
2. BIDDER RESPONSE REQUIREMENTS
The following documents are considered part of this RFQ and must be returned with the bidder’s RFQ response or the RFQ response may be considered invalid and be rejected.
RFQ Solicitation All bidders must complete above Sections A through F, and sign the RFQ.
ATTACHMENT A. Cost Worksheet All bidders are required to submit the Attachment A – Cost Worksheet. The Cost Worksheet must be complete with pricing for all items requested.
ATTACHMENT B. GSPD-05-105 - Bidder Declaration All bidders are required to submit the Bidder Declaration. When completing the declaration, bidders must identify all subcontractors proposed for participation in the contract. Bidders awarded a contract are contractually obligated to use the subcontractors for the corresponding work identified unless the State agrees to a substitution and it is incorporated by amendment to the contract.
At the State’s option prior to award, bidders may be required to submit additional written clarifying information. Failure to submit the required written information as specified may be grounds for RFQ response rejection.
If claiming the non-small business subcontractor preference, the form must list all of the California certified small businesses with which you commit to subcontract in an amount of at least twenty-give percent (25%) of the net bid price. All certified small businesses must perform a “commercially useful function” in the performance of the contract as defined in Government Code Section 14837(d)(4).
ATTACHMENT C. STD 204 - Payee Data Record and STD 205 – Payee Data Record Supplement All bidders are required to submit a STD 204 – Payee Data Record listing their Taxpayer Identification Number. Business address must match invoice remit address.
A STD 205 is optional and is used to provide remittance address information if different than the mailing address on the STD 204.
ATTACHMENT D. California Secretary of State (SOS) Certificate You must provide your company’s California Secretary of State Certificate if you do business in the State of California. SOS certification must be approved an in “Active” status prior to award per the California Secretary of State website:
https://bizfileonline.sos.ca.gov/search/business
Not required for foreign companies (non-California) who provide electronic download software purchases, sole proprietary or partnership businesses.
ATTACHMENT E. California Seller’s Permit You must provide your company’s California seller’s permit or certification of registration and, if applicable, the permit or certification of all participating affiliates, issued by California’s State Board of Equalization (BOE), pursuant to all requirements as set form in Sections 6487, 7101 and sections 6452.1, 6487.3, 18510 of the Revenue and Taxation Code, and Section 10295.1 of the Public Contract code. In order to expedite the process of verifying the validity of the permit, provide the BOE permit number in the space in above Section D – Bidder Information.
ATTACHMENT F. CalRecycle 74 – Postconsumer Recycled-Content Certification State agencies are required to report purchases in many product categories. In order to comply with those requirements, bidders are required to complete and return the attached Recycled Content Certification form with their RFQ response for orders that contain tangible products. Failure to complete and return the form may disqualify your RFQ response from consideration.
ATTACHMENT G. STD 843 – Disabled Veteran Business Enterprise Declaration Bidders who have been certified by California as a DVBE (or who are bidding rental equipment and have obtained the participation of subcontractors certified by California as a DVBE) must also submit a completed form(s) STD. 843 - Disabled Veteran Business Enterprise Declaration. All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form(s).
ATTACHMENT H. Commercially Useful Function (CUF) Compliance Form Bidders who have been certified by California as a Small Business, Micro Business, or DVBE, must provide a written, signed statement detailing the role and services the Bidder and/or Subcontractor(s) will provide to meet the CUF requirement. A separate form (see attached) must be provided for each small businesses, micro businesses, and DVBE. If neither a small business nor a DVBE will be participating in the offer then this form is not required.
ATTACHMENT I. TACPA Preference Request The Bidder’s RFQ response need not contain the TACPA form if there is no intention to claim this preference.
This RFQ contains the Target Area Contract Preference Act (TACPA) Preference Request form. Please carefully review the form and requirements. If applying for this preference, bidders must submit the preference request form. Denial of TACPA preference requests is not a basis for rejection of the bid.
The State, as part of its evaluation process reserves the right to verify, validate, and clarify all information contained in the bid. This may include, but is not limited to, information from bidders, manufacturers, subcontractors and any other sources available at the time of bid evaluation. Bidder refusal to agree to and/or comply with these terms, or failure to provide additional supporting information at the State’s request may result in the denial of the preference requested.
Contracts awarded with applied preference 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 the preference program.
Any questions regarding TACPA preference should be directed to the Department of General Services, Procurement Division at TACPA@dgs.ca.gov.
TACPA Standard Form 830 https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf
Manufacturer’s Summary of Contract Activities and Labor Hours (Form DGS/PD 525) http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0525.pdf
Bidder’s Summary of Contract Activities and Labor Hours (Form DGS/PD 526) http://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd0526.pdf
ATTACHMENT J. California Civil Rights Certification For bids exceeding $100,000, bidders must provide signed certification certifying they are in compliance with Unruh Civil Rights Act (Section 51 of the Civil Code) and the California Fair Employment and Housing Act (Chapter 7 (commencing with Section 12960) of Part 2.8 of Division 3 of Title 2 of the Government Code).
Generative Artificial Intelligence (GenAI) Disclosure The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI, while balancing the risks of these technologies.
Bidder/Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term "materially impacts" shall have the meaning set forth in State Administrative Manual (SAM) 4986.2.
Failure to report GenAI to the State may result in disqualification. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure.
Upon notification by a Bidder/Offeror of GenAI as required, the state reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the state.
Government Code 11549.64 defines “Generative Artificial Intelligence (GenAI)” as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system’s training data.
Assumptions and Constraints There shall be no assumptions, conditions, or constraints included in the bidder’s response. A bid may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind.
3. BIDDER’S RESPONSE ASSESSMENT
Assessment Information For assessment purposes, the method of award will be based on the following criteria:
· Lowest Cost
Cash Discounts Cash discounts will not be considered when evaluating RFQ responses for award purposes. However, cash discounts may be offered and taken by departments processing invoices within the timeframe specified.
Responsive and Responsible Bidder A bidder who is responsible and submits a responsive bid is one who clearly indicates compliance without material deviation from the solicitation’s terms and conditions and who possesses the experience, facilities, reputation, financial resources and other factors existing at the time of contract award.
The Department of Justice may require bidder(s) to submit evidence of their qualifications at such times and under conditions, as it may deem necessary. The question of whether a particular bidder is a responsible bidder may involve an evaluation of the bidder’s experience, type of facility, expertise or financial resources regarding the particular items requested by the pertinent RFQ. If a bidder has been determined to be non-responsible, the RFQ response shall be rejected.
Tie Break Process In the event of a precise tie, if GC §14838(f) does not apply to the Bidders, award will be made to the first responsive bidder with the lowest price.
4. AWARD OF CONTRACT
Award of contract, if made, will be made to a responsible bidder whose RFQ response complies with all the requirements of the RFQ documents and an addenda thereto, except for such immaterial defects as may be waived by the State.
Award, if made, will be made within forty-five (45) days after the scheduled date for Contract Award as specified in the RFQ; however, bidder may extend the offer beyond 45 days in the event of a delay of contract award.
The State reserves the right to determine the successful bidder(s) either on the basis of individual items or on the basis of all items included in its RFQ, unless otherwise expressly provided in the State’s RFQ. Unless the bidder specifies otherwise in its RFQ response, the State may accept any item or group of items of any RFQ response. The State reserves the right to modify or cancel in whole or in part its RFQ.
Written notification of the State’s intent to award will be made to all bidders. If a bidder, having submitted an RFQ response, can show that its RFQ response, instead of the RFQ response selected by the State, should be selected for contract award, the bidder will be allowed five (5) working days to submit a protest to the Intent to Award, according to the instructions contained in the paragraph titled “Protests” of this RFQ.
Protests Any bidder’s issues regarding RFQ requirements must be resolved (or attempts to resolve them must have been made) before a protest may be submitted according to the procedure below. These issues will first be resolved by the contact for the RFQ (the buyer) or if they result in a protest, the protest will be submitted to DGS Procurement Division Deputy Director to hear and resolve issues and whose decision will be final.
If a bidder has submitted a bid which it believes to be responsive to the requirements of the RFQ and to be the bid that should have been selected according to the evaluation procedures in the solicitation and the bidder believes the State has incorrectly selected another bidder for award, the bidder may submit a protest of the selection as described below.
All protests of award must be made in writing, signed by an individual authorized to bind the bidder contractually and financially, and contain a statement of the reason(s) for protest; citing the law, rule, regulation or procedure on which the protest is based. The protester must provide facts and evidence to support the claim. RFQ Contact (the buyer) must be notified via email if you submit a protest. Protests must be mailed or delivered to:
Street and Mailing Address:
Department of General Services Deputy Director Procurement Division 707 Third Street, Second Floor South West Sacramento, CA 95605 Facsimile No.: (916) 375-4611
All protests to the RFQ or protests concerning the evaluation, recommendation, or other aspects of the selection process must be received by the DGS Procurement Division Deputy Director as promptly as possible, but not later than the date indicated in the Notification of Intent to Award. Certified or registered mail must be used unless delivered in person, in which case the protester should obtain a receipt of delivery.
5. STATE OF CALIFORNIA TERMS AND CONDITIONS
The following documents are incorporated by reference and may be viewed at the website listed.
1. Bidders Instructions (GSPD-451), Effective 11/09/11 (For the purposes of this RFQ #21 does not apply) https://www.dgs.ca.gov/-/media/Divisions/PD/PTCS/OPPL/Model-Language/IT/GSPD451-110911.ashx?la=en&hash=9EED86E70D634F5F89087ACE5A3583FB0D79C347
2. DGS PD 403 IT General Provisions (ITGP) Non-Cloud Goods and Services (Rev. 2/20/25) https://www.dgs.ca.gov/%7E/media/Divisions/PD/Acquisitions/Solicitation-Document-Attachments/IT-General-Provisions-NonCloud-DGS-PD-403ITGP-Revised-02202025.pdf
Amendment The Vendor will allow amendment(s) to the subsequent purchase order to increase time, funding or quantity for an additional cost at the same rates or lower as stated in Attachment A – Cost Worksheet. Any amendment that adds funding will be subject to DOJ’s Delegated Purchasing Authority thresholds. DOJ’s Delegated Purchasing Authority threshold is subject to change per California Department of General Services (DGS) and will be amended as appropriate. All other terms and conditions will remain the same.
Contract Audit When a department awards a contract subject to participation goals in accordance with Public Contract Code § 10115.2, the Contractor agrees that the awarding department or its designee will have the right to review, obtain, and copy all records pertaining to performance of the contract. Contractor agrees to provide the awarding department or its designee with any relevant information requested and shall permit the awarding department or its designee access to its premises, upon reasonable notice, during normal business hours for the purpose of interviewing employees and inspecting and copying such books, records, accounts, and other material that may be relevant to a matter under investigation for the purpose of determining compliance with Public Contract Code §§ 10115 et seq. and §§ 1896.60 et seq. of these regulations. Contractor further agrees to maintain such records for a period of three (3) years after final payment under the contract.
6. CALIFORNIA DISABLED VETERAN BUSINESS ENTERPRISE (DVBE)
PROGRAM REQUIREMENTS
California Disabled Veteran Business Enterprise (DVBE) Program Requirements For the purpose of this RFQ, the DVBE participation requirement was waived; however, this RFQ does provide an incentive for DVBE participation.
CA DVBE Participation Requirement Packet The following link directs you to the CA DVBE Participation Requirement Packet which includes the DVBE Incentive table:
https://www.dgs.ca.gov/-/media/Divisions/PD/OSDS/Certification/DVBE/DVBEIncentiveRequireGoodIT.pdf
DVBE Subcontractor Contractor understands and agrees that should award of this contract be based in part on their commitment to use the DVBE subcontractor(s) identified in their bid or offer, per Military and Veterans Code section 999.5 (e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Department of General Services (DGS). Changes to the statement of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by contract amendment.
Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in M&VC section 999.9; Public Contract Code (PCC) section 10115.10.
7. CALIFORNIA SMALL BUSINESS REQUIREMENTS
Small Business Certification Bidders claiming the small business preference must be certified by California as a small business or must commit to subcontract at least 25% of the net bid price with one or more California certified small businesses. Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Services (OSDS) no later than 5:00 p.m. on the RFQ due date, and the OSDS must be able to approve the application as submitted.
Small business nonprofit veteran service agencies (SB/NVSA) claiming the small business preference must possess certification by California prior to the day and time RFQ responses are due.
Questions regarding certification should be directed to the OSDS at (916) 375-4940.
Small Business Regulations The Small Business regulations, located in the California Code of Regulations (Title 2, Division 2, Chapter 3, Subchapter 8, Section 1896 et. seq.), concerning the application and calculation of the small business preference, small business certification, responsibilities of small business, department certification, and appeals are revised, effective 09/09/04.
Non-Small Business Subcontractor Preference A 5% bid preference is now available to a non-small business claiming 25% California certified small business subcontractor participation. If applicable, claim the preference in the box on the right hand side of the first page of this RFQ.
Small Business Nonprofit Veteran Service Agencies (SB/NVSA) SB/NVSA prime bidders meeting requirements specified in the Military and Veterans Code Section 999.50 et seq. and obtaining a California certification as a small business are eligible for the 5% small business preference. If applicable, claim the preference in the box on the right hand side of the first page of this RFQ.
8. INVOICING
An invoice can only be submitted for items noted on the Purchase Order (PO) and must be submitted to the “Bill To” address and person listed on the PO. The invoice shall include the following:
| Item # |
| Item Description |
| 1 |
| Agency Order Number |
| 2 |
| Identify in detail the IT goods and or services acquired, quantities, unit price, extension, description, etc. |
| 3 |
| Distinguish if the item is hardware, software, hardware maintenance, software maintenance, or services |
| 4 |
| Sales tax and/or use tax, identify which items are taxable and non-taxable, tax rate, and input the tax as a separate line item from the goods lines |
| 5 |
| Accurate billing address as stated on the purchase order or contract |
| 6 |
| Supplier invoice number |
| 7 |
| Supplier invoice date |
| 8 |
| Company name and remittance address. Note to Bidder: Information must match Attachment C – STD 204 Payee Data Record/STD 205 Payee Data Record Supplement. |
| 9 |
| Identify IT services provided, service period, unit price (i.e. hourly, monthly) and quantity applicable to the service |
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ATTACHMENT A. Cost Worksheet.xlsx Cost Worksheet
California Department of Justice Notes to Bidder:
Attachment A - Cost Worksheet Quotation Award - For the purposes of this solicitation, bidders are required to provide pricing for all items. Partial quotes will not be accepted.
Solicitation #: RFQ 25-206
Term Date: N/A If your bid proposes an “equivalent” good(s) other than listed in this Cost Worksheet, please list the “equivalent” brand name(s) and provide specifications describing how the “equivalent” good(s) are equivalent.
Invoice Payment Terms: Net 45
Vendor Name:
Vendor Contact Name: All equipment to be provided in response to a State of California solicitation shall be new and latest model in current production. USED, SHOPWORN, DEMONSTRATOR, PROTOTYPE OR DISCONTINUED MODELS ARE NOT ACCEPTABLE.
Date:
Optional Years are for evaluation purposes only.
GRAND TOTAL
Non-Taxable Subtotal $ - 0
Taxable Subtotal $ - 0
Sales Tax Rate SEE BELOW
Sales Tax SEE BELOW
Grand Total $ - 0
| Item # | Unit of Measure | Product Description | Product Number | Quantity | Unit Price | Taxable? | |
| (Y/N) | Extended Price |
1 EA LCF3 optical system or equivalent LCF3 optical system that includes the Leeds’ comparison bridge designed with high-quality optics that provide a superior color balanced system, macrozoom optical bodies with 16:1 zoom ratio, and 1x plan apochromat objectives, with the following:
- Zoom magnification range of 6x-102x
- 14 Matched magnification click stop positions
- 11 matched magnification positions between 6x and 56x
- ISO 17025:2017 Accredited/NIST Traceable certificate of magnification matching .
- 22mm Field Number (FN)
- 1X Plan Apochromat objective
- Working distance (WD) 60mm
- Numerical Aperture (NA) 0.15, super depth of focus
- Upright unreversed image
- Built-in aperture diaphragms
- Images can be viewed as 100% right, 100% left, split, or superimposed image dividing-line controller is easily adjusted with one hand, allowing the examiner to sweep the dividing-line from right to left. Dividing line can be eliminated or adjusted to any desired line width. The same centrally located control allows any percentage of the right and left images to be superimposed as well.
- Zoom control on both sides of the bodies
- Outside-zoom knob indicates total magnification
- System is parfocal with the .5X, 1.6X and 2X objectives carrying the "PF" designation. LCF3-OCU1.0 3 $ - 0 Y $ - 0
| 2 | EA | U-TTR-2; Widefield trinocular body with tilting eyepiece tubes. Three position light split selector for 100% Camera, 100% Visual, 50% Visual / 50% Camera can be operated from either the right or left side. (5 to 35 degrees tilt) | |||
| or equivalent | LCF-3-U330 | 3 | $ - 0 | Y | $ - 0 |
| 3 | EA | Widefield focusing 10X eyepiece for UIS optics, high eyepoint, field number 22, 30mm diameter; with shelf for 24mm diameter reticle +/- 5 Diopter adjustment vernier printed on eyepiece. (was 2-U100H6) | |||
| or equivalent | LCF-2-U100H6 | 6 | $ - 0 | Y | $ - 0 |
| 4 | EA | CROSSWHN10X-1-7; Widefield 10X Crosshair Eyepiece, high eyepoint, FN 22; 30mm diameter, focusable top lens with crosshair reticle and alignment pin +/- 5 Diopter Adjustment Vernier printed on eyepiece | |||
| or equivalent | LCF-2-U1026 | 3 | $ - 0 | Y | $ - 0 |
5 EA Ergonomic-shaped table top with object roll-off protection edge. Table is constructed from billet aluminum and is laminate covered. The station includes the following:
- Table dimensions: 36" x 24"
- Motorized Z-axis column - Object roll-off protection edge
- Integrated power outlets, providing four switched and four un-switched receptacles (C13) which supply the same line-in voltage. Switched receptacles are controlled by the standby power switch, located on the positionable touchpad, which also toggles the microscope and lighting controls on and off.
- Adjustable height aluminum legs with motorized lead screw drive for 10" (300 mm) table height adjustment, from 26"-38".
- Accessory support post (1) which can be positioned over an 18" range, from right to left.
- Universal power supply (100 - 250 VAC, 50 - 60 Hz)
- Positionable touchscreen for operation of z-axis column, table height, fluorescent lighting, LED spot lighting (if included), and direct read out (DRO) of motorized stage position.
- Leg crossbar which can be raised or lowered as needed for footrest or equivalent LCF3-STATION 3 $ - 0 Y $ - 0
| 6 | EA | Anti-vibration feet, set of (4) for LCF | |||
| or equivalent | LCF3-VIBR | 3 | $ - 0 | Y | $ - 0 |
| 7 | EA | Focus-mount positioner 4" X-axis range to change the side-to-side position of the universal bullet holder | |||
| or equivalent | LCF-FOPOS | 6 | $ - 0 | Y | $ - 0 |
8 EA Stage mount with fine and coarse focus control or equivalent LCF3-FFOMT 6 $ - 0 Y $ - 0
| 9 | EA | Horizontal coaxial control X-Y stage, 180mm x 135mm platform with 50mm X-axis and 77mm Y-axis movement. Uniform ball-bearing motion | |||
| or equivalent | LCF-STAGE | 6 | $ - 0 | Y | $ - 0 |
| 10 | EA | LCD Measuring scale, inch/metric, .0005"/0.01mm resolution with bracket kit. Includes ISO 17025:2017 Accredited/NIST Traceable Certification of Scale Accuracy | |||
| or equivalent | LCF3-SCALE | 3 | $ - 0 | Y | $ - 0 |
| 11 | EA | Flat panel monitor arm for use with accessory post. (7-25lbs) | |||
| or equivalent | LCF3-FPARM-LX | 3 | $ - 0 | Y | $ - 0 |
| 12 | EA | Keyboard tray and arm - LCF3 leg mount | |||
| or equivalent | LCF3-KBMT-LG2 | 3 | $ - 0 | Y | $ - 0 |
| 13 | EA | 12" extension wing, with Leeds classic object roll-off protection edge, matches the contour of the ergonomic shaped table. When installed, the addition of one extension wing elongates table to a 48" wide work surface. Wing may be mounted to either left side, right side or two wings may be mounted to both sides of table create a 60" wide work surface. Wing includes reversible soft surface neoprene pad. | |||
| or equivalent | LCF3-TBL-EXTKIT | 3 | $ - 0 | Y | $ - 0 |
| 14 | EA | Nylon dust cover | |||
| or equivalent | LCF-COVER | 3 | $ - 0 | Y | $ - 0 |
| 15 | EA | ISO/IEC 17025:2017 accredited calibration, providing certificates of calibration for magnification matching and all measurement functions | |||
| or equivalent | MS-LCF-ISO | 3 | $ - 0 | Y | $ - 0 |
| 16 | EA | Universal Manipulating Bullet/Shell Holder; with 90 degree vertical to horizontal positioning range. 360 degree rotating chuck with as small as .030" wire to as large as a 10-gauge shotgun shell. This holder allows a shell to be gripped by its inside, or outside, diameter. It can also grip a shell by the extraction groove. This unique holder replaces many special holders, eliminating the additional time required for change over. Includes a mini-platter for sticky wax mounting. | |||
| or equivalent | LCF3-UVLHLR | 6 | $ - 0 | Y | $ - 0 |
| 17 | EA | Set of pin mount pairs, .094", .125", .190", .250". | |||
| or equivalent | LCF-PINMTS | 3 | $ - 0 | Y | $ - 0 |
| 18 | EA | Pin mount holder tray | |||
| or equivalent | LCF-PMH | 3 | $ - 0 | Y | $ - 0 |
| 19 | EA | Third eyepiece holder, attaches to LCF column | |||
| or equivalent | LCF-EPH | 3 | $ - 0 | Y | $ - 0 |
| 20 | EA | Large ball pivot positioner with an adjustable (tilting) surface for toolmark examination. | |||
| or equivalent | LCF-BPVTL | 6 | $ - 0 | Y | $ - 0 |
| 21 | EA | Ball pivot vise positioner with adjustable (tilting) jaws for toolmark examination. | |||
| or equivalent | LCF-BPMVISE | 6 | $ - 0 | Y | $ - 0 |
| 22 | EA | Reflected light holder for document and toolmark examination. Includes tall adjustable stage clips. | |||
| or equivalent | LCF-RFLDOC | 6 | $ - 0 | Y | $ - 0 |
| 23 | EA | Magnetic shot gun shell holder for firearms systems, pair | |||
| or equivalent | LCF-MAGMT | 3 | $ - 0 | Y | $ - 0 |
| 24 | EA | On centers projectile holder - Left Position | |||
| or equivalent | LCF3-ONCTRS-R2-L | 3 | $ - 0 | Y | $ - 0 |
| 25 | EA | On centers projectile holder - Right Position | |||
| or equivalent | LCF3-ONCTRS-R2-R | 3 | $ - 0 | Y | $ - 0 |
| 26 | EA | Fluorescent light kit for LCF3 station w/articulating arms. Fluorescent light pairs: 13W, 5000K, 900 lumens, energy efficient , "Double U-Tube" quad bar design lamp. Incorporated into a holder with rotating hood, has a lamp life of 10,000 hours. | |||
| or equivalent | LCF3-FLRKIT | 3 | $ - 0 | Y | $ - 0 |
| 27 | EA | CF13DD/E/850 COMMERCIAL BRAND Quad bulb for fluorescent light kit, single | |||
| or equivalent | LCF-CF13DD | 6 | $ - 0 | Y | $ - 0 |
| 28 | EA | Fanless 5700K Led cube illuminator light source/LED light source for use with a fiber optic light guide | |||
| or equivalent | LCF-LEDFO | 3 | $ - 0 | Y | $ - 0 |
| 29 | EA | LMS-LEDFO Post Mount for Station | |||
| or equivalent | LCF3-LEDFO-PST | 3 | $ - 0 | Y | $ - 0 |
| 30 | EA | Dual 18" gooseneck light guide with 30" flexible fiber bundle. Mounts directly onto microscope body so that illuminator unit can be located at some distance from the microscope stand. | |||
| or equivalent | LCF-A08520 | 3 | $ - 0 | Y | $ - 0 |
| 31 | EA | Focusing spot lens | |||
| or equivalent | LCF-A08080 | 6 | $ - 0 | Y | $ - 0 |
| 32 | EA | Diffused spot lens | |||
| or equivalent | LCF-D8080 | 6 | $ - 0 | Y | $ - 0 |
33 EA Leeds 5MP CMOS camera with SPOT Advanced software, including EDF and HDR.
Camera:
Sensor: 5 MP CMOS, color mosaic Live framerate: 60+ fps (HD) Full resolution live framerate: 45+ fps (5 MP) Hx pixels: 2448 x 2048 Pixel size: 2.45 um Sensor format: 2/3' Recommended adapter magnification: 0.63x Lens mount: c-mount Computer interface: USB3 Software:
- SPOT Advanced
- High Dynamic Range (HDR) image capture
- Manual Extended Depth of Field (EDF) image capture
- Calibrated measurements on live preview and image capture including length, perimeter, area, angle, and more
- Live image focus indicator
- Flatfield correction
- User-definable imaging profiles to support different illumination types and imaging preferences
- Image flicker reduction or equivalent LCF3-CMOS5-PKG 3 $ - 0 Y $ - 0
| 34 | EA | 0.63X C-Mount for OLYMPUS BX | |||
| or equivalent | LCF-DE63BXC | 3 | $ - 0 | Y | $ - 0 |
35 EA Desktop Windows 11 PC for use with CMOS5 and CMOS12 imaging systems.
CPU Speed: 3.0 GHz or greater.
RAM: 16 GB RAM.
Drive: 512 GB SSD GPU (Graphics card): Intel integrated graphics Display: 24" LED monitor Warranty: 3-year, on-site or equivalent PCOSFF-SPT-24 3 $ - 0 Y $ - 0
| 36 | EA | 10' DISPLAY PORT CABLE | |||
| or equivalent | 10' DP CABLE | 3 | $ - 0 | Y | $ - 0 |
37 EA TARIFF CHARGES ON IMPORTED GOODS TARIFF CHARGE 1 $ - 0 Y $ - 0
38 TAX (Ripon - Tax Rate 7.750%)
Shipping one (1) unit to:
CA DOJ Bureau of Forensic Services Central Valley Laboratory 1301 Hughes Lane Ripon, CA 95366 1 $ - 0 N $ - 0
39 TAX (Sacramento - Tax Rate 8.750%)
Shipping one (1) unit to:
CA DOJ Bureau of Forensic Services Sacramento Laboratory 4949 Broadway F-201 Sacramento, CA 95820 1 $ - 0 N $ - 0
40 TAX (Santa Rosa - Tax Rate 10.000%)
Shipping one (1) unit to:
CA DOJ Bureau of Forensic Services Santa Rosa Laboratory 410 Russell Avenue Santa Rosa, CA 95403 1 $ - 0 N $ - 0
DOJ USE ONLY
FOR DOJ USE ONLY
FY PO Cost Code Object Code Cost Sum of Cost Column Labels
21/22 Original 860 4352 500 505 505 Total 735 735 Total 860 860 Total 861 861 Total Grand Total
21/22 Amendment #1 860 4451 1000 Row Labels 4457 4455 4352 4451 4455
22/23 735 4455 10000 21/22 500 1000 1500 1500
22/23 861 4455 15000 22/23 10000 10000 15000 15000 25000
23/24 505 4457 1000 23/24 1000 1000 12000 12000 13000
23/24 860 4352 12000 Grand Total 1000 1000 10000 10000 12500 1000 13500 15000 15000 39500
21/22 860 4352
List
List
Invoice Payment Terms
Full Payment Upfront
Monthly In Arrears
Quaterly In Arrears
Annually In Arrears
Deliverables-Based
Time & Materials-Based image2.emf
ATTACHMENT B. GSPD-05-105 - Bidder Declaration.pdf
State of California—Department of General Services, Procurement Division Solicitation Number_____________________
GSPD–05–105 (REV 08/09)
BIDDER DECLARATION
1. Prime bidder information (Review attached Bidder Declaration Instructions prior to completion of this form):
a. Identify current California certifcation(s) (MB, SB, NVSA, DVBE): ____________ or None ____ (If “None”, go to Item #2)
b. Will subcontractors be used for this contract? Yes ___ No ___ (If yes, indicate the distinct element of work your frm will perform in this contract e.g., list the proposed products produced by your frm, state if your frm owns the transportation vehicles that will deliver the products to the State, identify which solicited services your frm will perform, etc.). Use additional sheets, as necessary.
c. If you are a California certifed DVBE: (1) Are you a broker or agent? Yes ___ No ___
(2) If the contract includes equipment rental, does your company own at least 51% of the equipment provided in this contract (quantity and value)? Yes ___ No ___ N/A ___
2. If no subcontractors will be used, skip to certifcation below. Otherwise, list all subcontractors for this contract. (Attach additional pages if necessary):
Subcontractor Name, Contact Person, Phone Number & Fax Number
Subcontractor Address & Email Address
CA Certifcation (MB, SB, NVSA, DVBE or None)
Work performed or goods provided for this contract
Corresponding % of bid price
Good Standing?
51% Rental?
CERTIFICATION: By signing the bid response, I certify under penalty of perjury that the information provided is true and correct.
Page_____ of _____
Subcontractor Name, Contact Person, Phone Number & Fax Number—List each element for all subcontractors.
• Possesses valid license(s) for any license(s) or permits required by the solicitation or by law
Enter “No” if the subcontractor is a California certifed DVBE providing rental equipment but the sub-contractor does NOT own at least 51% of the rental equipment (quantity and value) it will be providing.
State of California—Department of General Services, Procurement Division GSPD–05–105 (REV 08/09) Instructions
BIDDER DECLARATION Instructions All prime bidders (the frm submitting the bid) must complete the Bidder Declaration.
1.a. Identify all current certifcations issued by the State of California. If the prime bidder has no California certifcation(s), check the line labeled “None” and proceed to Item #2. If the prime bidder possesses one or more of the following certifcations, enter the applicable certifcation(s) on the line:
| • | Microbusiness (MB) |
| • | Small Business (SB) |
| • | Nonprofit Veteran Service Agency (NVSA) |
| • | Disabled Veteran Business Enterprise (DVBE) |
1.b. Mark either “Yes” or “No” to identify whether subcontractors will be used for the contract. If the response is “No”, proceed to Item #1.c. If “Yes”, enter on the line the distinct element of work contained in the contract to be performed or the goods to be provided by the prime bidder. Do not include goods or services to be provided by subcontractors.
Bidders certifed as MB, SB, NVSA, and/or DVBE must provide a commercially useful function as defned in Military and Veterans Code Section 999 for DVBEs and Government Code Section 14837(d)(4)(A) for small/ microbusinesses.
Bids must propose that certifed bidders provide a commercially useful function for the resulting contract or the bid will be deemed non-responsive and rejected by the State. For questions regarding the solicitation, contact the procurement offcial identifed in the solicitation.
Note: A subcontractor is any person, frm, corporation, or organization contracting to perform part of the prime’s contract.
1.c. This item is only to be completed by businesses certifed by California as a DVBE.
(1) Declare whether the prime bidder is a broker or agent by marking either “Yes” or “No”. The Military and Veterans Code Section 999.2 (b) defnes “broker” or “agent” as a certifed DVBE contractor or subcon-tractor that does not have title, possession, control, and risk of loss of materials, supplies, services, or equipment provided to an awarding department, unless one or more of the disabled veteran owners has at least 51-percent ownership of the quantity and value of the materials, supplies, services, and of each piece of equipment provided under the contract.
(2) If bidding rental equipment, mark either “Yes” or “No” to identify if the prime bidder owns at least 51% of the equipment provided (quantity and value). If not bidding rental equipment, mark “N/A” for “not applicable.”
2. If no subcontractors are proposed, do not complete the table. Read the certifcation at the bottom of the form and complete “Page ___ of ___” on the form.
If subcontractors will be used, complete the table listing all subcontractors. If necessary, attach additional pages and complete the “Page ___ of ___” accordingly.
2. (continued) Column Labels
Subcontractor Address & Email Address—Enter the address and if available, an Email address.
CA Certifcation (MB, SB, NVSA, DVBE or None)—If the subcontractor possesses a current State of California certifcation(s), verify on this website (www.eprocure.pd.dgs.ca.gov).
Work performed or goods provided for this contract—Identify the distinct element of work contained in the contract to be performed or the goods to be provided by each subcontractor. Certifed subcontractors must provide a commercially useful function for the contract. (See paragraph 1.b above for code citations regarding the defnition of commercially useful function.) If a certifed subcontractor is further subcontract-ing a greater portion of the work or goods provided for the resulting contract than would be expected by normal industry practices, attach a separate sheet of paper explaining the situation.
Corresponding % of bid price—Enter the corresponding percentage of the total bid price for the goods and/or services to be provided by each subcontractor. Do not enter a dollar amount.
Good Standing?—Provide a response for each subcontractor listed. Enter either “Yes” or “No” to indicate that the prime bidder has verifed that the subcontractor(s) is in good standing for all of the following:
• If a corporation, the company is qualified to do business in California and designated by the State of California Secretary of State to be in good standing
• Possesses valid State of California certification(s) if claiming MB, SB, NVSA, and/or DVBE status
51% Rental?—This pertains to the applicability of rental equipment. Based on the following parameters, enter either “N/A” (not applicable),“Yes” or “No” for each subcontractor listed.
Enter “N/A” if the:
• Subcontractor is NOT a DVBE (regardless of whether or not rental equipment is provided by the subcontractor) or
• Subcontractor is NOT providing rental equipment (regardless of whether or not subcontractor is a
DVBE)
Enter “Yes” if the subcontractor is a California certifed DVBE providing rental equipment and the subcontractor owns at least 51% of the rental equipment (quantity and value) it will be providing for the contract.
Read the certifcation at the bottom of the page and complete the “Page ___ of ___” accordingly.
https://caleprocure.ca.gov/pages/PublicSearch/supplier-search.aspx
Check Box1: Off
Check Box2: Off
Check Box3: Off
Product list:
Check Box4: Off
Check Box5: Off
Check Box6: Off
Check Box7: Off
Check Box8: Off page:
of #:
Solicitaion #: RFQ 25-206
Name, phone, fax:
Address, email:
Certification:
Good standing: Off
51% rental: Off
Name, phone, fax 2:
Name, phone, fax 3:
Address, email 2:
Address, email 3:
Certification 2:
Certification 3:
% 2:
% 3:
Good standing 2: Off
Good standing 3: Off
51% rental 2: Off
51% rental 3: Off
Work or goods:
Work or goods 2:
Work or goods 3:
Text1:
image3.emf
ATTACHMENT C. STD 204 - Payee Data Record.pdf
STATE OF CALIFORNIA – DEPARTMENT OF FINANCE
PAYEE DATA RECORD
(Required when receiving payment from the State of California in lieu of IRS W-9 or W-7) STD 204 (Rev. 03/2021)
Section 1 – Payee Information NAME (This is required. Do not leave this line blank. Must match the payee’s federal tax return)
BUSINESS NAME, DBA NAME or DISREGARDED SINGLE MEMBER LLC NAME (If different from above)
MAILING ADDRESS (number, street, apt. or suite no.) (See instructions on Page 2)
CITY, STATE, ZIP CODE E-MAIL ADDRESS
Section 2 – Entity Type Check one (1) box only that matches the entity type of the Payee listed in Section 1 above. (See instructions on page 2)
CORPORATION (see instructions on page 2)☐ SOLE PROPRIETOR / INDIVIDUAL ☐ MEDICAL (e.g., dentistry, chiropractic, etc.)☐ SINGLE MEMBER LLC Disregarded Entity owned by an individual
☐ PARTNERSHIP
☐ ESTATE OR TRUST
☐ LEGAL (e.g., attorney services)
☐ EXEMPT (e.g., nonprofit)
☐ ALL OTHERS
Section 3 – Tax Identification Number
Enter your Tax Identification Number (TIN) in the appropriate box. The TIN must match the name given in Section 1 of this form. Do not provide more than one (1) TIN.
The TIN is a 9-digit number. Note: Payment will not be processed without a TIN.
For Individuals, enter SSN.
If you are a Resident Alien, and you do not have and are not eligible to get an SSN, enter your ITIN.
Grantor Trusts (such as a Revocable Living Trust while the grantors are alive) may not have a separate FEIN. Those trusts must enter the individual grantor’s SSN.
For Sole Proprietor or Single Member LLC (disregarded entity), in which the sole member is an individual, enter SSN (ITIN if applicable) or FEIN (FTB prefers SSN).
For Single Member LLC (disregarded entity), in which the sole member is a business entity, enter the owner entity’s FEIN. Do not use the disregarded entity’s FEIN.
For all other entities including LLC that is taxed as a corporation or partnership, estates/trusts (with FEINs), enter the entity’s FEIN.
Social Security Number (SSN) or Individual Tax Identification Number (ITIN)
OR
Federal Employer Identification Number
(FEIN)
Section 4 – Payee Residency Status (See instructions)
☐ CALIFORNIA RESIDENT – Qualified to do business in California or maintains a permanent place of business in California.
☐ CALIFORNIA NONRESIDENT – Payments to nonresidents for services may be subject to state income tax withholding.
☐No services performed in California ☐Copy of Franchise Tax Board waiver of state withholding is attached.
Section 5 – Certification I hereby certify under penalty of perjury that the information provided on this document is true and correct.
Should my residency status change, I will promptly notify the state agency below.
NAME OF AUTHORIZED PAYEE REPRESENTATIVE TITLE E-MAIL ADDRESS
SIGNATURE DATE TELEPHONE (include area code)
Section 6 – Paying State Agency Please return completed form to:
STATE AGENCY/DEPARTMENT OFFICE UNIT/SECTION
MAILING ADDRESS FAX TELEPHONE (include area code)
CITY STATE ZIP CODE E-MAIL ADDRESS
STATE OF CALIFORNIA – DEPARTMENT OF FINANCE
PAYEE DATA RECORD
(Required when receiving payment from the State of California in lieu of IRS W-9 or W-7) STD 204 (Rev. 03/2021)
GENERAL INSTRUCTIONS
Type or print the information on the Payee Data Record, STD 204 form. Sign, date, and return to the state agency/department office address shown in Section 6.
Prompt return of this fully completed form will prevent delays when processing payments.
Information provided in this form will be used by California state agencies/departments to prepare Information Returns (Form1099).
NOTE: Completion of this form is optional for Government entities, i.e. federal, state, local, and special districts.
A completed Payee Data Record, STD 204 form, is required for all payees (non-governmental entities or individuals) entering into a transaction that may lead to a payment from the state. Each state agency requires a completed, signed, and dated STD 204 on file; therefore, it is possible for you to receive this form from multiple state agencies with which you do business.
Payees who do not wish to complete the STD 204 may elect not to do business with the state. If the payee does not complete the STD 204 and the required payee data is not otherwise provided, payment may be reduced for federal and state backup withholding. Amounts reported on Information Returns (Form 1099) are in accordance with the Internal Revenue Code (IRC) and the California Revenue and Taxation Code (R&TC).
Section 1 – Payee Information Name – Enter the name that appears on the payee's federal tax return. The name provided shall be the tax liable party and is subject to IRS TIN matching (when applicable).
• Sole Proprietor/Individual/Revocable Trusts – enter the name shown on your federal tax return.
• Single Member Limited Liability Companies (LLCs) that is disregarded as an entity separate from its owner for federal tax purposes - enter the name of the individual or business entity that is tax liable for the business in section 1. Enter the DBA, LLC name, trade, or fictitious name under Business Name.
• Note: for the State of California tax purposes, a Single Member LLC is not disregarded from its owner, even if they may be disregarded at the Federal level.
• Partnerships, Estates/Trusts, or Corporations – enter the entity name as shown on the entity’s federal tax return. The name provided in Section 1 must match to the TIN provided in section 3. Enter any DBA, trade, or fictitious business names under Business Name.
Business Name – Enter the business name, DBA name, trade or fictitious name, or disregarded LLC name.
Mailing Address – The mailing address is the address where the payee will receive information returns. Use form STD 205, Payee Data Record Supplement to provide a remittance address if different from the mailing address for information returns, or make subsequent changes to the remittance address.
Section 2 – Entity Type If the Payee in Section 1 is a(n)… THEN Select the Box for… Individual ● Sole Proprietorship ● Grantor (Revocable Living) Trust disregarded for federal tax purposes Sole Proprietor/Individual Limited Liability Company (LLC) owned by an individual and is disregarded for federal tax purposes Single Member LLC-owned by…
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