RFQ_5806152945_Entrust_Renewal.pdf
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- Attached to
- Entrust Renewal
- Solicitation number
- 0000039959
- Issued by
- Alameda County, Alpine County, Amador County, Butte County, Calaveras County, Colusa County, Contra Costa County, Del Norte County, El Dorado County, Fresno County, Glenn County, Humboldt County, Imperial County, Inyo County, Kern County, Kings County, Lake County, Lassen County, Los Angeles County, Madera County, Marin County, Mariposa County, Mendocino County, Merced County, Modoc County, Mono County, Monterey County, Napa County, Nevada County, Orange County, Placer County, Plumas County, Riverside County, Sacramento County, San Benito County, San Bernardino County, San Diego County, San Francisco County, San Joaquin County, San Luis Obispo County, San Mateo County, Santa Barbara County, Santa Clara County, Santa Cruz County, Shasta County, Sierra County, Siskiyou County, Solano County, Sonoma County, Stanislaus County, Sutter County, Tehama County, Trinity County, Tulare County, Tuolumne County, Ventura County, Yolo County, Yuba County, Alameda City, Alpine Village CDP, Amador City, Amador Pines CDP, Sutter Creek City, Butte Creek Canyon CDP, Butte Meadows CDP, Butte Valley CDP, Rancho Calaveras CDP, Colusa City, Contra Costa Centre CDP, Auburn Lake Trails CDP, El Dorado Hills CDP, Placerville City, South Lake Tahoe City, Fresno City, Kingsburg City, Orange Cove City, San Joaquin City, Shaver Lake CDP, Blue Lake City, Humboldt Hill CDP, Imperial City, Alta Sierra CDP, China Lake Acres CDP, Glennville CDP, Inyokern CDP, Kernville CDP, Lake Isabella CDP, Lake of the Woods CDP, Lakeside CDP, Hidden Valley Lake CDP, Lakeport City, Lower Lake CDP, North Lakeport CDP, Upper Lake CDP, East Los Angeles CDP, Elizabeth Lake CDP, Lake Hughes CDP, Lake Los Angeles CDP, Lakewood City, Los Angeles City, Marina Del Rey CDP, Monterey Park City, San Marino City, Sierra Madre City, Bass Lake CDP, Madera City, Madera Acres CDP, Madera Ranchos CDP, Yosemite Lakes CDP, Corte Madera Town, Lucas Valley-Marinwood CDP, Marin City CDP, Lake Don Pedro CDP, Mariposa CDP, Mendocino CDP, Merced City, University of California-Merced CDP, Lake City CDP, Crowley Lake CDP, June Lake CDP, Mammoth Lakes Town, Mono City CDP, Twin Lakes CDP, Virginia Lakes CDP, Marina City, Monterey City, Napa City, Lake of the Pines CDP, Lake Wildwood CDP, Nevada City, Lake Forest City, Orange City, Kings Beach CDP, Bucks Lake CDP, Lake Almanor Country Club CDP, Lake Almanor Peninsula CDP, Lake Almanor West CDP, Lake Davis CDP, Plumas Eureka CDP, Canyon Lake City, Lake Elsinore City, Lakeland Village CDP, Lake Mathews CDP, Lake Riverside CDP, Lakeview CDP, Riverside City, Orangevale CDP, Sacramento City, Big Bear Lake City, Lake Arrowhead CDP, San Bernardino City, Silver Lakes CDP, Spring Valley Lake CDP, Alpine CDP, Imperial Beach City, Lake San Marcos CDP, Rancho San Diego CDP, San Diego City, San Diego Country Estates CDP, San Francisco City, Lake Nacimiento CDP, San Luis Obispo City, Emerald Lake Hills CDP, San Mateo City, South San Francisco City, Santa Barbara City, University of California-Santa Barbara CDP, Santa Clara City, Santa Cruz City, Lakehead CDP, Shasta CDP, Shasta Lake City, Sierra Brooks CDP, Sierra City CDP, Sierraville CDP, Lake Shastina CDP, Mount Shasta City, Sonoma City, Sonoma State University CDP, Monterey Park Tract CDP, Orange Blossom CDP, Sutter CDP, Yuba City, Lake California CDP, Rancho Tehama Reserve CDP, Tehama City, Trinity Center CDP, Trinity Village CDP, East Tulare Villa CDP, Tulare City, Mono Vista CDP, Phoenix Lake CDP, Pine Mountain Lake CDP, Sierra Village CDP, Tuolumne City CDP, Lake Sherwood CDP, West Sacramento City, Yolo CDP, Plumas Lake CDP, California
About this file
This Request for Quote (RFQ) is issued by the California State Teachers' Retirement System (CalSTRS) for the renewal of Entrust Standard Workforce Bundle services. CalSTRS seeks quotes for the Entrust Standard Workforce Bundle consisting of IDE Standard Workforce Bundle (500,000 units) and IDE Platinum Support services for the same quantity. The renewal term runs from October 1, 2026, through September 30, 2027, with a total contract period of one year. Quotes must be submitted electronically to ITProcurement@CalSTRS.com by August 17, 2026, at 2:00 p.m. Pacific Time. No bidders' conferences or site visits are specified in the RFQ. CalSTRS reserves the right to amend the resulting contract to add time or money at the rates proposed in the awarded vendor's response.
Respondents must be authorized Entrust software partners or resellers, possess a valid California business license, and meet all minimum qualifications to be considered. Pricing must include all expenses for products and services, with costs guaranteed for the agreement term. CalSTRS will award to the responsive, responsible, lowest-cost respondent meeting all requirements. A three percent (3%) Disabled Veteran Business Enterprise (DVBE) participation goal applies, with optional DVBE incentives ranging from 3% to 5% of the bid price depending on confirmed participation levels. Small Business preference programs and Target Area Contract Preference Act (TACPA) preferences may apply. Respondents must complete all required attachments, including certifications for the Darfur Contracting Act and Commercially Useful Function compliance. Notice of Intent to Award will be posted on the CalSTRS website, and respondents must register in the SAP Business Network if awarded.
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CALSTRS
HOW WILL YOU SPEND YOUR FUTURE?
REQUEST FOR QUOTE
Notice to Prospective Respondents
You are invited to review and respond to the California State Teachers' Retirement System (CalSTRS), Information Technology Request for Quote, RFQ, entitled Entrust Standard Workforce Bundle Renewal RFQ Number 5806152945. Renewal term date is October 01, 2026 to September 30, 2027. In submitting your quote, you must comply with the instructions found herein.
Quotes must be submitted via email to the CalSTRS contact listed below and must be received by CalSTRS no later than August 17, 2026, by 2:00 p.m., Pacific Time (PT). Quotes received after the specified date and time may be rejected.
Natalie Meyer Analyst II
California State Teachers' Retirement System E-mail: ITProcurement@CalSTRS.com
Any attempt by a Respondent to initiate contact with any member ofthe Teachers' Retirement Board and/or CalSTRS staff, other than Procurement staff, regarding this RFQ process may disqualify the Respondent from further consideration.
Please note that no verbal information given will be binding upon CalSTRS unless such information is issued in writing as an official addendum.
Cassandra Lichnock Chief Executive Officer
Attachments mailto:ITProcurement@CalSTRS.com
Request for Quote 5806152945 Entrust Renewal
TABLE OF CONTENTS
A. INTRODUCTION
B. BACKGROUND
C. QUOTE REQUIREMENTS AND INFORMATION
1. Minimum Qualifications
2. Quote Requirements
3. Submission of Quote
4. Evaluation Process
5. Standard Conditions of Service
6. Darfur Contracting Act
7. Disabled Veteran Business Enterprise, DVBE, Agreement Participation
8. Addenda, Errors and Omissions
9. Supplier Self-Service Portal and CalSTRS' Internet Privacy Principles and Policy
D. PREFERENCE PROGRAMS
1. Small Business Preference
2. Disabled Veteran Business Enterprise Initiative
3. Target Area Contract Preference Act, TACPA
E. ATTACHMENTS
1. Required Attachments Checklist & Certification
2. Minimum Qualifications
3. Quote Sheet
4. Darfur Contracting Act Certification
5. Small Business, Microbusiness, and Disabled Veteran Business Enterprise (DVBE)
Commercially Useful Function Related Information and Declaration Form
A. INTRODUCTION
CalSTRS is the largest educator-only pension fund in the world. CalSTRS administers a hybrid retirement system, consisting of traditional defined benefit, cash balance and voluntary defined contribution plans. CalSTRS also provides disability and survivor benefits. CalSTRS serves California's public school educators and their families from the state's school districts, county offices of education and community college districts. For more information on CalSTRS and its various programs, please refer to the CalSTRS Website at: https://www.CalSTRS.com.
B. BACKGROUND
CalSTRS is seeking Respondents to submit quotes for Entrust Standard Workforce Bundle Renewal as more fully described in Attachment 3, Quote Sheet.
The total services period may be up to one (1) year. Any contract resulting from this RFQ may be amended to add time or money at the sole discretion of CalSTRS at the rates proposed in the awarded vendor's response to this RFQ.
C. QUOTE REQUIREMENTS AND INFORMATION
1. Minimum Qualifications
The Respondent Firm must complete Attachment 2, Minimum Qualifications, certifying that the Respondent satisfies all minimum qualifications and requirements. Failure to certify satisfactorily may result in the immediate rejection of the quote submission.
2. Quote Requirements
Respondents must submit their quote in accordance with Attachment 1, Required Attachments Checklist & Certifications. Costs must be in the format prescribed in Attachment 3, Quote Sheet. Any deviation from the prescribed format, which in the opinion of CalSTRS is material, may result in the rejection of the quote. The quote shall include all expenses required to provide the goods and/or services as described in this RFQ and Attachment 3, Quote Sheet, and shall be guaranteed for the term of the resulting Agreement.
3. Submission of Quote
CalSTRS is providing the following instructions to allow for electronic submissions of quotes. Please read these submission instructions carefully. Failure to follow these instructions may result in quotes not being received in a timely manner and may not be accepted.
a. All quotes must be submitted to CalSTRS via e-mail at ITProcurement@CalSTRS.com.
b. Quotes must be received no later than the quote submission deadline. Quotes received after the specified date and time may be rejected.
c. The quote must contain the signature of the individual(s) authorized to bind the Respondent Firm contractually. Original signatures are not required at this time.
Acceptable signature options for this RFQ include scanned images of manual signatures, DocuSign, or Adobe electronic signature service.
d. CalSTRS will only accept ONE submission per Respondent Firm.
e. It is the Respondent's responsibility to ensure that the quote submissions are complete and includes all required materials.
f. Respondents may modify their electronic submission, by withdrawing their original Quote and resubmitting a new Quote prior to the Quote Submission Deadline. Quote modifications submitted in any other manner, oral or written, or after the Quote Submission Deadline may not be considered. Respondents may withdraw their own quote by submitting a written withdrawal request to the contact listed above via email at ITProcurement@CalSTRS.com. Respondents may thereafter submit a new Quote prior to the Quote Submission Deadline using the foregoing instructions.
g. CalSTRS accepts no responsibility for any technical difficulties or delays associated with the electronic submission and transmission of any quote.
h. Any other sections in this RFQ which address submission of quotes in paper format shall be deemed replaced by the foregoing instructions allowing for electronic submission. Paper submissions will not be accepted for this RFQ.
1. Quotes must be submitted for the performance of all the services described herein.
Any deviation from the work specifications will not be considered and will cause a quote to be rejected.
J. A quote may be rejected if it is conditional or incomplete, deemed non-responsive, or if it contains any alterations of form or other irregularities of any kind. CalSTRS may reject any or all quotes and may waive any immaterial deviation in a quote.
CalSTRS waiver of immaterial defect shall in no way modify the RFQ document or excuse the Respondents from full compliance with all requirements if awarded the agreement.
k. Costs for developing quotes and in anticipation of award of the Agreement, are entirely the responsibilities of the Respondents and shall not be charged to CalSTRS.
1. CalSTRS may modify the RFQ prior to the date fixed for submission of quotes by issuing an addendum that will be posted on caleprocure.ca.gov.
m. CalSTRS reserves the right to reject all quotes for reasonable cause. If the costs of all quotes are excessive, CalSTRS is not required to award an Agreement.
n. Respondents are cautioned to not rely on CalSTRS during the evaluation to discover and report to the Respondents any defects and errors in the submitted documents.
Respondents, before submitting their documents, should carefully proof them for errors and adherence to the RFQ requirements.
o. More than one (1) quote from an individual, firm, partnership, corporation or association under the same or different names will not be considered. Reasonable grounds for believing that any Respondent has submitted more than one ( 1) quote for the work contemplated herein will cause the rejection of all quotes submitted by that Respondents. If there is reason for believing that collusion exists among the Respondents none of the participants of such collusion will be considered in this or future procurements.
p. A joint submission, where two (2) or more entities submit one (1) quote, will not be considered for this RFQ.
4. Evaluation Process
a. After the Quote Submission Deadline, all quote submissions will be reviewed and checked for the presence or absence of required information in conformance with the submission requirements of this RFQ, and preferences, if applicable, will be applied.
b. Quotes that contain false or misleading statements, or which provide references which do not support an attribute or condition claimed by the Respondent, may be rejected. If, in the opinion of CalSTRS, such information was intended to mislead CalSTRS in its review of the, and the attribute, condition, or capability 1s a requirement of this RFQ, it will be the basis for rejection of the quote.
C. The final selection will be made on the basis of the responsive, responsible Respondent, to CalSTRS satisfaction, with the lowest total cost for the term of one
(1) year.
d. If at any time during or at the conclusion of this RFQ process CalSTRS determines that, in its opinion, the results of this process are unsatisfactory, CalSTRS reserves the right to discontinue this process and decline to award the Agreement.
e. Notice of Intent to Award will be posted on CalSTRS website at www.CalSTRS.com. It is the Respondents responsibility to monitor the website. For questions about award or protest, Contact ITProcurement@CalSTRS.com.
5. Standard Conditions of Service
a. All performance under the Agreement shall be completed on or before the termination date of the Agreement.
b. CalSTRS does not accept alternate agreement language from a prospective contractor. A quote with alternate language will be considered a counter quote and may be rejected. Terms and Conditions are not negotiable. Please refer State of California - State Information Technology General Provisions 403-ITGP Non Cloud. Respondents should review the terms and conditions included within it before submitting a quote.
c. No oral understanding or agreement shall be binding on either party.
6. Darfur Contracting Act
Pursuant to the Darfur Contracting Act of 2008, Act, "scrutinized companies" are ineligible to submit a bid or proposal for an Agreement with a state agency. As such, the Respondent must certify compliance with the Act by completing (a.) or (b.) as defined below:
a. Completing Attachment 4, Darfur Contracting Act Certification, certifying that:
1) It is not a scrutinized company pursuant to Public Contract Code, PCC, section 10476, or
2) It is a scrutinized company as defined by PCC section 10476 but has received written permission from the Department of General Services to submit a bid or proposal pursuant to PCC section 104 77 (b ), OR
b. Indicating on Attachment 1, Required Attachments Checklist & Certifications, that within the previous three (3) years it has not had any business activities or other operations outside of the United States.
Quotes submitted without a completed Attachment 4, Darfur Contracting Act Certification, may be deemed ineligible unless the Bidder/Respondent has indicated on Attachment 1, Required Attachments Checklist & Certifications, that it has satisfied the requirements under this section.
7. Disabled Veterans Business Enterprise, DVBE, Program Requirements
Effective January 1, 2021, any contracts resulting from this solicitation on or after 1/1/21, are subject to Military and Veterans codes 999.5-999.7 which resulted from SB 588 (Ch.
80, Stats. 2020). This law requires an awarding department on a contract to withhold $10,000, or the full payment if it is less than $10,000, from the final payment on a contract until the certification required is received by the awarding department. For certification purposes, the Respondent will be held to the DVBE Participation percentage proposed on the aforementioned Declaration Form.
PCC Section 10115 requires an agreement participation goal of three percent (3%) DVBE for agreements awarded by CalSTRS. This goal applies to the total agreement dollars expended by CalSTRS annually.
It is the policy of the board that all contracting activities are performed in accordance with all applicable State and Federal laws. The board has adopted a policy that directs staff to encourage, promote, and facilitate the fullest possible participation by disabled veteran business enterprises in agreements awarded by CalSTRS.
The DVBE requirement for this RFQ is optional. However, a DVBE Incentive will be awarded to those quote submissions that meet the confirmed DVBE participation as outlined in the chart below. Confirmed DVBE participation is identified by the percentage listed in the "Corresponding % of bid price" column on Attachment 5, Small Business, Microbusiness, and Disabled Veteran Business Enterprise (DVBE) Commercially Useful Function Related Information and Declaration Form for each DVBE subcontractor.
Confirmed DVBE Participation of: DVBE Incentive Amount:
3.01 % - 4.00% inclusive 3%
4.01 % - 5.00% inclusive 4% 5.01% and over 5%
All Respondents must complete and return Attachment 5, Small Business, Microbusiness, and Disabled Veteran Business Enterprise (DVBE) Commercially Useful Function Related Information and Declaration Form.
8. Addenda, Errors and Omissions
CalSTRS may modify any part of the RFQ in writing by issuance of an addendum. Addenda issued prior to the final filing date for submission of quotes will be sent to all parties who were sent the RFQ and also available on the internet at caleprocure.ca.gov. Addenda issued after the final filing date will be sent to all responding Respondents as appropriate.
If a Respondent discovers any ambiguity, conflict, discrepancy, omission or other error in this RFQ, the Respondent shall immediately notify CalSTRS Procurement of such error in writing and request clarification or modification of the document. Such notice shall be given prior to the final filing date for submission of quotes. Modifications of the RFQ by CalSTRS shall be made by addenda. Clarifications by CalSTRS shall be issued by written notice to all parties who were sent the RFQ. If, prior to the final filing date for submission, a Respondent fails to notify CalSTRS of a known error, or an error that reasonably should have been known, the Respondent shall not be entitled to additional compensation or time by reason of the error or its late correction.
The provisions of any written amendment hereto or clarification hereof issued by CalSTRS pursuant to this section shall be incorporated by reference and made a part of the Agreement awarded as a result of this RFQ.
9. Supplier Self-Service Portal
The Respondent, if awarded an Agreement, must register in the CalSTRS new integrated financial system, the SAP Business Network. This portal provides direct access to administering product and service delivery with CalSTRS.
Click on the hyperlink to register:
https://s 1.ariba.com/Sourcing/Main/ad/selfRegistration?realm=calstrs.
D. PREFERENCE PROGRAMS
Respondents that meet all requirements of this RFQ to CalSTRS satisfaction may be eligible for preference. California Government Code (GC) section 14835, et seq., requires a preference be given to Respondents who are California Certified Small Business (SB) or Non-Small Business (NS) claiming a California Certified SB subcontractor with participation of at least 25%. The rules and regulations of this law, are contained in California Code of Regulations, title 2, section 1896 et seq.
The Respondent must clearly indicate which California program(s) it, or its subcontractors, qualifies for on Attachment 5.
Respondents who may have questions regarding preferences may visit the Office of Small Business and DVBE Certification at: at (916) 375-4940, or the TACPA Preference Program Group at (916) 375-4609.
1. Small Business Preference - https://www.dgs.ca.gov/
2. Disabled Veteran Business Enterprise Incentive- https://www.dgs.ca.gov/
3. Target Area Contract Preference Act (TACPA)- https://www.dgs.ca.gov/
ATTACHMENT 1
REQUIRED ATTACHMENTS CHECKLIST & CERTIFICATIONS
Please complete this checklist and certifications form providing information about the Respondent and to confirm the items below are in the quote. Place a check mark or "X" next to each item that is being submitted to CalSTRS. For the quote to be responsive, all required attachments must be returned, including this form, Attachment 1. Attachment 1 must be signed by an individual(s) who is authorized to bind the Respondent contractually.
Original signatures are not required at this time. Acceptable signature options for this RFQ include scanned images of manual signatures, DocuSign, or Adobe electronic signature service. An unsigned or incomplete Attachment 1 may cause the quote submission to be rejected.
A. RESPONDENT'S FIRM INFORMATION
Respondent Firm Name:
Organizational structure (e.g., corporation, partnership, etc.):
FEIN or TIN:
Respondent's (Entity) contact information:
a. Address:
b. Phone Number:
Respondent's Primary Liaison:
a. Name/Title:
b. Phone Number:
c. E-mail address:
Representative(s) authorized to bind the Respondent contractually:
a. Name/Title:
b. Phone Number:
c. E-mail address:
B. CHECKLIST
Attachments Attachment 1 Attachment 2 Attachment 3 Attachment 4
Attachment Name Required Attachments Checklist & Certifications Minimum Qualifications Quote Sheet Darfur Contracting Act Certification* If this certification is not required for your agency, simply indicate it is not required by putting N/ A instead of a check mark next to Attachment 4 on this checklist. For more information the Darfur Contracting Act requirements, please see section C.7.
ATTACHMENT 1
REQUIRED ATTACHMENTS CHECKLIST & CERTIFICATIONS (CONT.)
Attachments Attachment Name Attachment 5 Small Business, Microbusiness, and Disabled Veteran Business
Enterprise Commercially U send Function Related Information and Declaration Form
Other Required Attachments and Information __ Copy of Respondent (Entity) business license as issued by California Secretary of State __ Documented evidence that the Respondent is an authorized partner or reseller of Entrust software per Minimum Qualification #2.
__ Yes, Respondent has read CalSTRS https://www.calstrs.com/privacy and accepts the terms.
I understand if a registration is not already located in CalSTRS' system, one will be created on this Respondent's behalf.
C. CERTIFICATIONS
By signing this form, Attachment 1, I (we) certify:
1. The information contained in this quote is accurate and that all required documents ( e.g., attachments, exhibits, forms, etc.) to be submitted as a part of this quote are certified to be true and binding upon the Respondent Firm.
2. This is a firm and irrevocable quote good for thirty (30) days.
3. Our willingness to provide the products described in the RFQ.
Signature of Person Authorized to Bind The Respondent Firm Contractually
Date
Printed Name and Title
ATTACHMENT 2
MINIMUM QUALIFICATIONS
As of the Quote Submission Deadline, the Respondent must meet all of the following minimum qualifications to CalSTRS satisfaction to be given further consideration. All qualifications are subject to CalSTRS verification. Failure to satisfy ANY of the minimum qualifications, based on CalSTRS sole judgement, may result in the immediate rejection of the quote submission.
1. Respondent must be a legal business entity, authorized to do business in the State of California as evidenced by the submission of copies of the Respondent's (Entity) business license(s) issued by California Secretary of State.
Does the Respondent meet this minimum qualification? Yes/No
2. Respondent must be an authorized Entrust software partner or reseller by providing documentation that they are an authorized partner or reseller.
Does the Respondent meet this minimum qualification? Yes/No
ATTACHMENT 3
QUOTE SHEET
Respondent are required to submit all costs, including pricing details, shipping costs, and any additional fees in the format below, including all expenses for the products described below.
The successful lowest, responsive, and responsible Respondent meeting all requirements of this RFQ to CalSTRS satisfaction may be awarded an Agreement for a term up to one (1) year. The fees as submitted shall be guaranteed for the term of the Agreement.
Product Description Unit Price Qty Extended Price
IDE - Standard Workforce Bundle - 500,000 $ Parte# SUB-IDENT-WF-STND-USER IDE - Platinum Support - Parte# SUB-IDENT-PLAT
500,000 $
TOTAL COST (sum all lines) $ Basis for A ward
ATTACHMENT 4
DARFUR CONTRACTING ACT CERTIFICATION
Public Contract Code sections 10475 -10481 applies to any company that currently or within the previous three (3) 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 (DGS) to submit a bid/proposal.
If your company has not, within the previous three (3) years, had any business activities or other operations outside of the United States, you do not need to complete this form.
Original signatures are not required at this time. Acceptable signature options for this RFQ include scanned images of manual signatures, DocuSign, or Adobe electronic signature service.
OPTION #1 - CERTIFICATION
If your company, within the previous three (3) 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):
Executed in the County and State of:
By (Authorized Signature):
Federal ID Number:
Date Executed:
OPTION #2 - WRITTEN PERMISSION FROM DGS
Pursuant to Public Contract Code section 10477(b), the Director ofeDGS 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 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 DGS to submit a bid or proposal pursuant to Public Contract Code section 10477(b). A copy of the written permission from DGS is included with our bid or proposal.
Company/Vendor Name (Printed): Federal ID Number:
Printed Name and Title of Person Signing: Initials of Submitter:
ATTACHMENT 5
SMALL BUSINESS, MICROBUSINESS, AND DISABLED VETERAN BUSINESS
ENTERPRISE (DVBE) COMMERCIALLY USEFUL FUNCTION RELATED
INFORMATION AND DECLARATION FORM
State law in Government Code section 1483 7 and Military and Veterans Code section 999 require that Certified Small Business, Microbusiness and Disabled Veteran Business Enterprise (DVBE) contractors, subcontractors, or suppliers must provide goods or services to the state by performing a commercially useful function (CUF).
A Certified Small Business, Microbusiness or DVBE contractor, subcontractor or supplier is considered to be performing a CUF when it meets all of the following criteria:
• Is responsible for the execution of a distinct element of work for the contract;
• Carries out contractual obligations 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 expected to be subcontracted by normal industry practices; and,
• Its role is not limited to that of an extra participant in the transaction, contract or project through which funds are passed in order to obtain the appearance of Small Business, Microbusiness, or DVBE participation.
CUF requirement compliance must be declared by a bidder for CalSTRS contracting and then validated with a determination by CalSTRS.
All bidders for a CalSTRS contract must complete and submit the attached GSPD-05-105 Bidder Declaration form with their responses to any CalSTRS solicitation for contracting.
o Failure to complete or submit the Bidder Declaration form is cause for rejection of bid.
o The Bidder Declaration must be submitted under the penalty of perjury.
o Fraudulent representation of performing a CUF is unlawful and could carry a civil penalty.
Upon receipt of a response with the Bidder Declaration, CalSTRS contracting staff will validate the claims of fulfilling CUF requirements by reviewing the response and conducting follow up investigation if necessary. CalSTRS contracting staff must make a determination that the bidding contractor and subcontractor are in compliance with the CUF requirements. In case of determining incompliance, the bid may be rejected. There is no right to protest a rejection based on CUF incompliance.
For further information on the CUF compliance please contact: Procurement@CalSTRS.com Attachment: GSPD-05-105 Bidder Declaration form
State of Cal ifornia-Department of General Services, Procurement Division Request for Quote 5806152945 ATTACHMENT 5 GSPD-05-1 05 (REV 08/09) Entrust Renewal
BIDDER DECLARATION
1 . Pr ime b idder i nformation (Review attached Bidder Declaration Instructions prior to completion of this form):
a. Ident ify cu rrent Ca l iforn ia certificat ion (s) (MB, SB, NVSA, DVBE): _____ or None 0_ ( If "None'; go to Item #2)
b. Wi l l subcontractors be used for this contract? Yes D No D ( I f yes, i nd i cate the d i st i nct element of work you r fi rm wi l l perform in th i s contract e.g., l i st the proposed products produced by you r fi rm, state if you r fi rm owns the transportat ion veh ic les that wi l l de l iver the products to the State, ident ify which so l icited services you r fi rm wi l l perform, etc.) . Use add it iona l sheets, as necessa ry.
c. If you a re a Ca l iforn ia certified DVBE: ( 1 ) Are you a broker or agent? Yes D No D
(2) If the contract i nc ludes equ i pment renta l , does ff co0any own at least 5 1 % of the equ i pment provided i n th is contract (quantity and va l ue) ? Yes No N/A D
2. If no subcontractors wi l l be used, sk ip to certificat ion below. Otherwise, l i st a l l subcontractors for th i s contract. (Attach add it iona l pages if necessa ry) :
Subcontractor Name, Contact Person, Phone Number & Fax Number
Subcontractor Add ress
& Emai l Add ress
CA Certification (MB, SB, Work performed or goods provided
NVSA, DVBE or None) for this contract
Corresponding Good 5 1%
% of bid price Stand ing? Renta l?
CERTI FICATION: By signing the bid response, I certify under penalty of perjury that the information provided is true and correct.
Page__ of __
State of Cal ifornia-Department of General Services, Procurement Division Attachment 5 Request for Quote 5806152945 GSPD-05-1 05 (REV 08/09) Instructions Entrust Renewal
BIDDER DECLARATION Instructions
All prime bidders (the firm submitting the bid) must complete the Bidder Declaration.
1 .a. I dentify a l l cu rrent certifications issued by the State of Cal iforn ia . If the pr ime bidder has no Cal ifornia certification (s), check the l i ne labe led "None" and p roceed to Item #2 . If the pr ime bidder possesses one or more of the fo l lowing certifications, enter the app l ica b le certification (s) on the l ine :
• Microbus i ness (MB)
• Sma l l Bus iness (SB)
• Nonprofit Veteran Service Agency (NVSA)
• Disa b led Veteran Bus iness Enterprise (DVBE)
1 .b. Mark either "Yes" or "No" to identify whether su bcontractors wil l be used for the contract. If the response is
"No'; p roceed to Item #1 .c. lf"Yes'; enter on the l i ne the d isti nct e lement of work conta ined in the contract to be performed or the goods to be provided by the pr ime bidder. Do not inc lude goods or services to be provided by subcontractors.
B idders certified as MB, SB, NVSA, and/or DVBE must provide a commercia l ly usefu l fu nction as defined in
M i l itary and Vetera ns Code Section 999 for DVBEs and Government Code Section 1 4837(d) (4) (A) for sma l l/ m icrobus inesses.
Bids must propose that certified bidders provide a commercia l ly usefu l fu nction for the resu lt ing contract or the bid will be deemed non-responsive and rejected by the State. For questions regard ing the so l icitation, contact the p rocurement official identified in the sol icitat ion .
Note: A subcontractor is any person, firm, corporation, or organization contracting to perform part of the prime's contract.
1 .c. This item is on ly to be comp leted by bus inesses certified by Cal ifornia as a DVBE.
(1) Decla re whether the prime bidder is a b roker or agent by marking either "Yes" or"No''. The Mi l itary and
Veterans Code Section 999.2 (b l defines "broker" or"agent" as a certified DVBE contractor or su bcon tractor that does not have tit le, possession, control, and risk of loss of materia ls, supp l ies, services, or equ i pment provided to an awa rd ing department, u n less one or more of the d isabled veteran owners has at least 5 1 -percent ownersh ip of the quantity and va l ue of the materia ls, supp l ies, services, and of each piece of equ ipment provided under the contract.
(2) If b idd ing renta l eq u ipment, mark either "Yes" or"No" to identify if the prime bidder owns at least 5 1% o f t h e equ ipment provided (qua ntity a n d va l ue) . If not b idd ing renta l equ ipment, mark"N/A"for"not app l icab le."
2. If no su bcontractors a re p roposed, do not comp lete the ta ble . Read the certification at the bottom of the form and comp lete "Page _ of_" on the form.
If subcontractors wi l l be used, comp lete the ta b le l ist ing a l l subcontractors. If necessa ry, attach add itiona l pages and comp lete the"Page _ of_" accord ing ly.
2. (continued) Column Labels
Subcontractor Name, Contact Person, Phone Number & Fax Number-List each e lement for a l l su bcontractors.
Subcontractor Address & Email Address-Enter the address and if ava i l ab le, an Emai l address.
CA Certification (MB, SB, NVSA, OVBE or None)-lf the subcontractor possesses a cu rrent State of
Ca l ifo rnia certification (s), verify on this website (www.eprocu re.pd.dgs.ca .gov).
Work performed or goods provided for this contract-Identify the d istinct e lement of work conta ined in the contract to be performed or the goods to be provided by each su bcontractor. Certified su bcontractors must provide a commercia l ly usefu l fu nction for the contract. (See parag raph 1 . b above for code citations regard ing the defin it ion of commercia l ly usefu l fu nction . ) If a certified su bcontractor is fu rther su bcontract ing a g reater portion of the work or goods provided for the resu lt ing contract than wou l d be expected by normal industry practices, attach a sepa rate sheet of paper exp la in ing the situation .
Corresponding % of bid price-Enter the correspond ing percentage of the tota l bid price for the goods and/or services to be provided by each su bcontractor. Do not enter a do l l a r amount.
Good Standing?-Provide a response for each subcontractor l isted. Enter either "Yes" or"No" to ind icate that the pr ime bidder has verified that the su bcontractor(s) is in good stand ing for a l l of the fo l l owing:
Possesses va l id l i cense(s) for any l i cense(s) or permits requ i red by the sol icitation or by law
If a corporation, the company is qua l ified to do bus iness in Ca l ifornia and designated by the State of Ca l ifornia Secretary of State to be in good stand ing
Possesses va l id State of Ca l iforn ia certification (s) if cla im ing MB SB NVSA, and/or DVBE status
51% Rental?-This perta ins to the app l icab i l ity of renta l equ ipment. Based on the fo l l owing parameters, enter either"N/A" (not app l icab le),"Yes" or"No" for each subcontractor l isted.
Enter"N/A" if the:
• Su bcontractor is NOT a DVBE (regardless of whether or not renta l equ i pment is p rovided by the su bcontractor) or
• Su bcontractor is NOT provid ing renta l equ i pment (rega rd l ess of whether or not su bcontractor is a
DVBE)
Enter"Yes" if the subcontractor is a Ca l iforn ia certified DVBE provid ing renta l equ i pment and the su bcontractor owns at least 5 1% of the renta l equ i pment (quantity and va l ue) it wil l be provid ing for the contract.
Enter "No" if the su bcontractor is a Ca l iforn ia certified DVBE p rovid ing renta l eq u ipment but the sub contractor does NOT own at least 51% of the renta l equ ipment (quantity and va l ue) it wi l l be provid ing .
Read the certification at the bottom of the page and complete the"Page _ of_" accordingly.
| RFQ 5806152945 Entrust Renewal 1.pdf |
| RFQ 5806152945 Entrust Renewal.pdf |
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