RFQ_A_E_P2691002__Land_Surveying_Services.pdf

State of California - The Natural Resources Agency

DEPARTMENT OF FISH AND WILDLIFE

Director’s Office P.O. Box 944209 Sacramento, CA 94244-2090 www.wildlife.ca.gov

Request For Qualifications (Architectural and Engineering)

Notice to Prospective Firms

May 29, 2026

RFQ Number and Name: P2691002 Land Surveying Services Submission Due Date/Time: July 9, 2026, 5:00 PM (PT)

The California Department of Fish and Wildlife (CDFW) invites you to review and respond to this Request for Qualifications (RFQ). Qualified individuals and firms are invited to respond to this Notice and RFQ in compliance with the instructions attached.

The attached RFQ contains a description of the Contract Work, location, qualifications, evaluation criteria and directions on how to prepare and submit your response. Your response will be in the form of a Statement of Qualification

(SOQ).

All contracts entered into with the State of California include, by reference, General Terms and Conditions (GTC 02/2025) and Contractor Certification Clauses (CCC 04/2017) that can be found at:

General Terms and Conditions (GTC 02/2025) Contractor Certification Clauses (CCC 04/2017)

The terms contained in these documents will become part of the resulting contract. If you are unable to agree to any of these terms, your SOQ will be rejected.

Questions regarding this RFQ must be submitted by email to the RFQ Contact:

Elbertlyn Cantey Elbertlyn.cantey@wildlife.ca.gov

No verbal information will be binding upon the State unless such information is issued in writing as an official addendum. Questions via phone calls or in person regarding this RFQ are not accepted.

Amy Mowrer, Branch Chief Procurement and Contracting Officer Business Management Branch

Conserving California's Wildlife Since 1870

GAVIN NEWSOM., Governor

MEGHAN HERTEL, Director

State of California RFQ P2691002 Department of Fish and Wildlife Land Surveying Services

REQUEST FOR QUALIFICATIONS (No. P2691002)

Table of Contents SECTION 1 - General Information 3

1.1 Introduction

1.2 Request for Qualification Details

1.3 SOQ Deadline and Delivery

1.4 Withdrawal of SOQ

1.5 Rejection of SOQs

1.6 Project Duration

1.7 Award of the Contract

1.8 Disposition of SOQ Documents

1.9 Sample Agreement and Forms

SECTION 2 – Scope of Work 8

2.1 Scope of Work

2.2 General Provisions Regarding Scope of Work

2.3 Compensation

SECTION 3 – Responding to this RFQ 10

3.1 Minimum Requirements

3.2 Key Action Dates

3.3 Costs of Developing the SOQ

3.4 Selection Criteria

3.5 Evaluation and Selection Process

SECTION 4 – Insurance Requirements 24 SECTION 5 – Required Attachments 26 ATTACHMENT 1 – Required Attachment Checklist ATTACHMENT 2 - Bid/Bidder Certification Sheet ATTACHMENT 3 – Payee Data Record (STD. 204) ATTACHMENT 4 – Darfur Contracting Act Certification ATTACHMENT 5 – Bidder Declaration Form (GSPD-05-105) ATTACHMENT 6 - Commercially Useful Function (CUF) Certification ATTACHMENT 7 – Contractor Certification Clause (04/2017) ATTACHMENT 8 – California Public Contract Code Section (10162) ATTACHMENT 9 – Bidder References 36 ATTACHMENT 10 - California Civil Rights Laws Attachment ATTACHMENT 11 – Iran Contracting Act RFQ Compliance Matrix 39

Sample Agreement .................................................................. Attached as separate document Standard Agreement (Std. 213) Exhibit A – Scope of Work Exhibit A, Attachment II – Boundaries Table Exhibit A, Attachment III – CDFW Region Maps Exhibit A, Attachment IV – CDFW Guidelines, Standards, and Requirements for Boundary

Surveys, Legal Descriptions, and Mapping Exhibit B – Budget Detail and Payment Provisions

Exhibit C – General Terms and Conditions (included by reference) Exhibit D – Department Additional Provisions Exhibit I – Travel Reimbursement Information

SECTION 1 - General Information

1.1 Introduction

1.1.1 CDFW is requesting proposals from qualified firms to complete Land Surveying Services across the state of California.

1.1.2 See Exhibit A, Scope of Work of the Sample Agreement for details on all tasks expected to be performed under the awarded contract.

1.1.3 The awarded contract will be written for a maximum amount of five million dollars and zero cents ($5,000,000.00). The awarded Firm, and all associated subcontractors, will be required to perform services at the rates identified in the sealed Cost Sheet, which may be negotiated after the most qualified firm is selected, as described in Section 3.1.3 E and Section 3.5.

1.2 Request for Qualification Details

1.2.1 All questions concerning this RFQ must be submitted directly to Elbertlyn Cantey at Elbertlyn.cantey@wildlife.ca.gov on or before June 19, 2026. When submitting questions, please indicate the RFQ number in the subject line. Questions via fax, telephone, or in person will not be accepted. Answers to questions and other notices about this RFQ will be provided via formal addenda at the same location on the Cal eProcure website where this document was accessed. CDFW is not responsible for sending individual notifications of changes or updates.

It is the prospective firm's sole responsibility to monitor the Cal eProcure website for all information regarding this RFQ.

1.2.2 Eligible Bidders – Public or private corporations, agencies, organizations, associations, or individuals may submit a sealed SOQ in response to this RFQ.

The bidder must be legally constituted and qualified to do business within the State of California (registered with the Secretary of State). Except for bidders whose legal status precludes incorporation (i.e., public agencies, sole proprietorships, and partnerships), bidders that are not fully incorporated by the deadline for submitting sealed SOQs will be disqualified.

The bidder must also not be listed on either list of the 500 largest tax delinquencies pursuant to Section 7063 or 19195 of the Revenue and Taxation Code.

1.2.3 Executive Order N-6-22 – Russia Sanctions

On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals.

“Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic

Sanctions or is conducting prohibited transactions with sanctioned individuals or entities that will be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, will be grounds for termination by the State.

1.2.4 Community-Based Private Nonprofit Bidders

In accordance with Assembly Bill (AB) 590, Chapter 535: Advance Payments, CDFW may allow advanced payment in contracts to community based private nonprofit agencies, not to exceed 25% of the total award, upon the Department’s determination that an advanced payment is essential for the effective implementation of the contract services.

For a private nonprofit agency to be eligible to receive up to 25% of the contract amount, the entity must include the following as part of their bid submission and satisfy the minimum requirements in Government Code 11019.3 (c)(2)(A)(i-viii):

• Submit documentation to support the need for advance payment, which may include, but is not limited to, invoices, contracts, estimates, payroll records, and financial records.

• Demonstrate its current status in good standing as nonprofit under section 501(c)(3) of the Internal Revenue Code.

• Provide an itemized budget for the eligible costs the advanced payment will fund.

1.2.5 Executive Order N-12-23 – Generative Artificial Intelligence (GenAI) Disclosure

The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI tools, while balancing the risks of these new 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” will have the meaning set forth in State Administrative Manual (SAM) § 4986.2 Definitions for GenAI.

Failure to report GenAI to the State may result in disqualification. The State reserves the right to seek any and all relief to which 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.

1.2.6 The State of California encourages California certified small businesses (SB) to submit their

SOQs, however, under contracting law for Architectural and Engineering Services agreements, the Small Business preference cannot be applied in this selection process as the Small Business Preference is not applicable for RFQ solicitations because the cost is negotiated with the most qualified firm.

CDFW strongly encourages Firms responding to this solicitation to consider partnering with qualified California certified Small Businesses to foster working partnerships with the SB community.

Information about SB resources and whether your firm may be eligible for certification can be found at: https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small- Business-Disabled-Veteran-Business-Enterprise

1.2.7 Disabled Veteran Business Enterprise (DVBE) Program Participation

DVBE Participation Program Requirements

The DVBE Participation Program Requirements have been waived for this RFQ.

DVBE Resources and Information:

The Department of General Services, Office of Small Business and Disabled Veteran Business Enterprise Services (DGS-OSDS) is the state's certifying agency that oversees the Small Business (SB), Small Business for the Purpose of Public Works (SB-PW), and Disabled Veteran Business Enterprise (DVBE) certification programs. Resources and Information can be found at: https://www.dgs.ca.gov/PD/Services/Page- Content/Procurement-Division-Services-List-Folder/Certify-or-Re-apply-as-Small-Business- Disabled-Veteran-Business-Enterprise

1.2.8 Commercially Useful Function Definition

All California-certified Small Businesses (SB) and Disabled Veteran Business Enterprise (DVBEs) doing business with the state must perform a Commercially Useful Function (CUF).

Performing CUF is a critical requirement for all California-certified firms - SB and DVBE - that do business with the state (Government Code Section 14837 and Military and Veterans Code Section 999).

CUF definition and resources can be found at:

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources- List-Folder/Commercially-Useful-Function-for-Certified-Firms

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

1.3 SOQ Deadline and Delivery

1.3.1 One (1) hard copy of the SOQ and one PDF copy on a USB Flash Drive must be submitted (emailed, mailed, or hand delivered) per the instructions below.

1.3.2 SOQs must be received by 5:00 PM (PT) on July 9, 2026. Envelopes or email headers must be clearly labeled: “Statement of Qualifications, RFQ P2691002 – Land Surveying Services. DO NOT OPEN.” as shown in the example:

Mail or deliver bids to one of the following addresses:

U.S. Postal Service Deliveries Hand Deliveries*/UPS/FedEx California Department of Fish and Wildlife

P.O. Box 944209 California Department of Fish and Wildlife

1700 9th Street, 2nd Floor Sacramento, CA 94244-2090 Sacramento, CA 95811

ATTN: Elbertlyn Cantey/Business Management Branch

ATTN: Elbertlyn Cantey/Business Management Branch

1.3.3 *Hand delivered bids must be coordinated and scheduled ahead of time with Elbertlyn Cantey at Elbertlyn.Cantey@wildlife.ca.gov. Hand delivered bids must receive a date and timestamp by CDFW staff upon receipt. CDFW staff may not be available to receive and timestamp unscheduled hand deliveries. Hand delivered bids without a timestamp will be rejected.

1.3.4 SOQs may be submitted by email as a PDF to the RFQ contact listed on the front page of this solicitation; only SOQs received to this email inbox will be considered. SOQs submitted via email must clearly identify the RFP name and title in the subject line.

Emailed SOQs will not be opened by CDFW until the bid due date and time listed above in the Key Action Dates.

1.3.5 SOQs not in the possession of CDFW by the deadline will not be opened and may be returned to the address on the envelope by U.S. Mail, upon request.

1.4 Withdrawal of SOQ

1.4.1 Prospective firms may withdraw their SOQ at any time prior to the deadline for submitting the SOQ. To withdraw the SOQ, the firm must do so in writing signed by a duly authorized representative of the firm and delivered wither via email to the RFQ Contact or to the same address to which the SOQ is submitted (see section 1.3.2 above).

1.4.2 Prospective firms who have withdrawn their SOQ may submit a new or modified SOQ provided it is received no later than the SOQ deadline in 1.3.2 above.

Bidder’s Firm Name Bidder’s Firm Address

Statement of Qualifications, RFQ P2591002 – Land Surveying Services

California Department of Fish and Wildlife [select one of the address option below]

DO NOT OPEN

1.5 Rejection of SOQs

1.5.1 CDFW reserves the right to reject any or all SOQs received in response to this RFQ, to cancel this RFQ, or to terminate the selection proceedings at any time, if it determines such action is in the best interest of the State of California. This RFQ does not commit CDFW to award a contract.

1.6 Project Duration

1.6.1 The SOQ must include a summary timeline of the requested tasks. The timeline does not need to include specific dates but must include the span of time estimated for each task.

For example, the SOQ might estimate that site characterization will take 3 months. (This example is provided solely to assist the prospective firm in designing its timeline for the work. There is no expectation by CDFW that site characterization will take this amount of time.) It is anticipated that this project's duration will be from July 15, 2026, or upon the date of California Department of Fish and Wildlife approval, whichever is later, through July 14, 2030.

1.7 Award of the Contract

1.7.1 The contract award under this RFQ will be in accordance with the procedures herein and all other laws and regulations governing this Contract award. Pursuant to Cal. Code Regs., Tit.14 §§ 789 et seq. it will be made to the best qualified firm with whom CDFW is able to negotiate a satisfactory contract at a fair and reasonable price.

1.8 Disposition of SOQ Documents

1.8.1 At the time SOQ documents are submitted to CDFW they become the property of the State of California and, once the contract is awarded, they are available for public inspection. Public inspection can occur by submitting a request pursuant to the Public Records Act (PRA). The process for submitting PRA requests can be found on CDFW's website.

1.9 Sample Agreement and Forms

1.9.1 Attached to this RFQ is a sample of the agreement which includes Standard Agreement form (Std. 213) and exhibits. This sample agreement will be used for the contract that is issued pursuant to this RFQ. Firms must be able to comply with all terms and conditions provided with the sample agreement.

(END OF SECTION)

SECTION 2 – Scope of Work

2.1 Scope of Work

2.1.1 Services Required

CDFW is responsible for managing and stewarding a variety of lands and easement rights throughout California. With over 749 properties, the Office of Cannabis and the Cannabis Lands Team, in partnership with the regional and headquarters lands programs, has identified continued statewide need for boundary surveys to improve land stewardship and enforcement efforts which are impacted by a variety of illegal activities. Determining accurate boundaries allows the CDFW Regions to better manage these properties to deter encroachments and other illegal activities. Additionally, land surveyed and marked boundaries are necessary for fencing sites, which then allows for grazing – an important vegetation management activity. See Exhibit A Attachment III for a map of the State of California with CDFW Regions and project locations by region. See Exhibit A Attachment II for a table of properties, being a combination of full property and partial property survey needs, that are currently identified for contract boundary survey needs.

The Office of Cannabis also has a Grants Program with a variety of real estate and other conservation rights needs. These acquisitions may require land surveying support for boundary and easement location determination.

CDFW is requesting land surveying services for the identified priority properties and easements, or similar replacement project sites that may result from changing priorities or conditions in the CDFW Regions. Replacement sites will need to be approved by the CDFW Contract Manager and agreed to by the Contractor. These services will include support for the Office of Cannabis’ Grants Program related boundary needs. The scope of services, that may include reviewing land surveying products or boundary surveys, will be discussed with the Contractor as these services are requested. The properties are located throughout the state, with many in remote areas and CDFW requires boundary land surveying services to improve stewardship of these locations.

To accomplish this, CDFW is seeking a licensed land surveyor with experience in public land surveying to assess boundary lines for CDFW Regions across the state.

2.2 General Provisions Regarding Scope of Work

2.2.1 Any work conducted by the Contractor that is not authorized by the appropriately empowered CDFW official will be at the Contractor’s expense and not charged to CDFW.

2.2.2 If any of the Contract Work becomes the subject of a legal challenge, the firm will cooperate with CDFW, the Office of the Attorney General, or other attorney working on the matter identified by CDFW.

2.3 Compensation

2.3.1 The Contractor will be reimbursed for all actual work performed under this agreement.

The maximum amount for this contract is not to exceed Five Million Dollars and Zero Cents ($5,000,000.00).

2.3.2 Contractor will bill CDFW monthly for Contract Work. Invoices for personnel services will provide the specific team member performing the work and the hourly rate agreed upon for that person. Invoices must make clear which task, by number and title, is being billed for and be addressed to the Contract Manager identified in the contract.

2.3.3 All records of the contractor associated with Contract Work will be retained by the Contractor for three years from the date of completion of the contract or payment of final invoice, whichever is later. The documents will not be destroyed without authorization of CDFW. At the end of the Contract Work period, including all amendments, all data and final documents collected or prepared by the contractor for the contract will be provided in an organized fashion to the Contract Manager in one electronic package (e.g., compact disc).

SECTION 3 – Responding to this RFQ

3.1 Minimum Requirements

3.1.1 Statements of Qualifications (SOQ) must follow the format and contain the information listed below:

3.1.2 All documents will be in Arial, 12-point font.

3.1.3 In your SOQ provide:

A. Transmittal Letter - Provide the following information:

a) A brief background, scope of expertise and location of the firm’s office(s) and the location of the office(s) where the work is to be performed;

b) A summary description of the work to be performed in-house, by employees of the company, and those that will be performed by each subcontractor or non-employees (if any) for the project;

c) Attach a memorandum of commitment from each subcontractor, if any, signed by the principal of the subcontractor firm;

d) Identify the person(s) authorized to act and speak on behalf of your firm during the selection process and contract negotiations if any; and

e) State that the proposed team is available to start as soon as the contract is executed.

B. Organization Chart/Resumes:

a) Provide resumes or curricula vitae for the principal personnel for your company (See section C below for specific experience requirements) and a description of all supporting personnel who will be working on the Contract Work;

b) The name, title, phone, email, and physical address of the individual(s) who will be designated as the Project Manager;

c) Provide an organization chart for the Contract Work that includes the principal employees of the firm and subcontractors. The organization chart should show the proposed relationships between the Project Manager, key personnel, support staff, and other resources that are expected to participate in the Contract Work; and

d) Show which aspects of the work each person shown on the organization chart will be responsible for performing and the approximate percentage of their time devoted to the project.

C. Qualifications and Experience:

a) The Proposer’s Minimum Requirements

i. The Proposer must document sufficient Licensed Land Surveyors, with demonstrated boundary and Public Lands Survey System experience, to prove its ability to manage the scope of this contract. The Contractor must provide a resume for each contract participant in responsible charge.

ii. The Proposer must have places of business throughout California, or demonstrated ability to reasonably address statewide project sites, with sufficient field and office manpower and equipment to perform requested boundary surveys and other land survey services statewide.

iii. The Proposer must identify an office and manager for coordinating the other offices and staff for consistent delivery and product.

iv. The Proposer must be able to coordinate all tasks (some simultaneously) through a central location and management staff to assure a consistent delivery product.

v. The Proposer must have and demonstrate a Quality Control Process and Procedure for appropriate internal quality assurances.

vi. The Proposer must provide examples of relevant previous, larger scale and coordinated, projects. Examples of agency experience should be noted.

vii. The Proposer must demonstrate experience with ESRI Geographic Information Systems (GIS).

viii. The Proposer must demonstrate experience with Autodesk Civil3D.

ix. The Proposer must submit a schedule of hourly rates and associated costs.

b) The Proposer’s Desired Qualifications:

i. The Proposer possesses multiple Professional Surveyor Licenses to demonstrate the ability to handle many projects in various regions at one time.

ii. The Proposer has evidence of prior experience with at least one State and/or Federal resource agency.

c) References:

Complete Bidder References (Attachment 2). Include the name, phone number, and email address of one representative of each of three (3) previous customers. The prospective firm should alert the references that they will be contacted by CDFW.

CDFW will make two attempts to reach the identified representative during normal business hours at the number and/or email address given. A failure to either reach or hear back from that reference within 72 hours will result in a reduced score.

d) Project Management and Proposed Timeline

Provide a description in what way the prospective firm intends to manage the project, including the proposed timeline referenced in Section 1.6.1 above, and provide the services and deliverables described in the Scope of Work.

e) Similar Work

Consistent with the SOQ Selection Criteria identified in Section 3.4, provide a written description of the previous projects performed by the firm and the project manager.

Written summary should include enough information to determine the individual and firms’ level of involvement for the purpose of meeting the SOQ Selection Criteria.

The description of projects must include the name of the client or the person/entity for which the project was done and contact information for that client.

D. Rate Schedule:

In a separate sealed envelope or attachment marked with the prospective firm’s name, RFQ number and the words “RATE SCHEDULE”, provide a Schedule of Rates for the principal personnel from your company who will be working on the Contract Work. Include in the schedule the cost for all support staff. If subcontractors are being used, the schedule must include the hourly rates for all subcontractor personnel.

1. Hourly rates must include all administrative overhead costs, including supervision, clerical, building rent, utilities, telephone (including cell phones), incidental costs, and profit, in accordance with Exhibit B of the Std. 213.

2. All costs for scheduled travel expenses including transportation (mileage), meals, lodging and incidental costs associated with the Contract Work will not exceed the CalHR approved subsistence allowances in place at the time the contract is awarded. See Exhibit I of the Sample Contract for details.

3. If a cost-of-living adjustment is expected during the term of the contract, identify the rate and the justification therefor.

E. Terms and Conditions

As provided in the Std. 213 attached to this RFQ the firm will comply with all stated terms, conditions, and contract requirements. CDFW will reject, as non-responsive, all SOQs proposing alternate or modified terms and conditions.

F. The awarded firm will be required to furnish evidence of insurance upon award of contract.

G. Complete the Attached RFQ Compliance Matrix.

3.2 Key Action Dates

Event Date Time

RFQ posted to California State Contract Registrar May 29, 2026 2:00 PM

Deadline for RFQ Questions June 19, 2026

Final Date for SOQ Submission July 9, 2026 5:00 PM

Phase I and II Anticipated Completion Date July 10-17, 2026

Phase III (Reference Checks) July 22-27, 2026

Negotiation Period July 28-30, 2026

Issue Notice of Intent to Award July 31, 2026

3.3 Costs of Developing the SOQ

Costs incurred for developing the SOQ and in anticipation of award of the contract are entirely the responsibility of firm and will not be charged to CDFW and/or the State of California. All submittals, after the submission deadline become the property of CDFW upon receipt and will not be returned to firm.

3.4 Selection Criteria

Each proposal will be evaluated by a review panel consisting of qualified CDFW personnel.

Proposals that pass the minimum qualifications will be scored by consensus according to the evaluation scoring/criteria indicated below. A proposal must achieve a minimum of 70 out of 85 possible points in Phase II Part II to be considered eligible to move on to Phase III.

Phase I: Administrative Evaluation

This selection criteria includes verification of a complete SOQ. The Administrative Evaluation is scored by the RFQ Contract Analyst as a pass or fail according to the criteria indicated below. All items listed must be completed and provided in this phase to be considered responsive and continue to the next phase of evaluation by the selection panel.

Administrative Criteria Pass or Fail

a) Required Attachment Checklist Pass / Fail

b) Proposal/Proposer Certification Sheet (signed) Pass / Fail

c) Payee Data Record (STD 204/205) (signed) Pass / Fail

d) Darfur Contracting Act Certification Pass / Fail

e) Bidder Declaration Form (GSPD-05-105) & DVBE Declarations (DGS-

PD-843)

Pass / Fail

f) Commercially Useful Function (CUF) Certification Pass / Fail

g) Contractor Certification Clause (CCC 04/2017) Pass / Fail

h) California Public Contract Code Section 10162 Pass / Fail

i) Proposer References Pass / Fail

j) California Civil Rights Law Attachment Pass / Fail

k) Iran Contracting Act Pass / Fail

l) Copy of CA Business License or articles of incorporation Pass / Fail

m) Proposer is Registered with the Secretary of State Pass / Fail

n) Statement of Qualifications (as outlined in section 3.1) Pass / Fail

o) Rate Schedule (In a separate sealed envelope or PDF) Pass / Fail

p) RFQ Compliance Matrix (completed) Pass / Fail

Overall Pass / Fail

Phase II Part I: SOQ Screening Criteria

RFQ submittals will initially be screened using the eight (8) SOQ Screening Criteria questions based on a pass/fail score as evaluated by the selection panel. Only submittals that pass all criteria will move on to the second part of Phase II: SOQ Evaluation Criteria.

SOQ Screening Criteria – Pass Fail Pass/Fail

1. Does the Proposer have multiple Licensed Land Surveyors who demonstrate extensive boundary and Public Lands Survey System experience? Pass/Fail

Comments:

2. Does the Proposer have multiple offices located in the Northern and Southern California? Pass/Fail

Comments:

3. Does the Proposer have demonstrated manpower and experience coordinating on large statewide projects? Pass/Fail

Comments:

4. Does the Proposer identify an office and manager for coordinating the other offices and staff for a consistent delivery and product? Pass/Fail

Comments:

5. Does the Proposer have a documented Quality Assurance / Quality Control process? Pass/Fail

Comments:

6. Does the Proposer provide examples of previous experience with large and coordinated projects?

Comments:

7. Does the Proposer have demonstrated experience with ESRI Geographic Information Systems (GIS) for product delivery? Pass/Fail

Comments:

8. Does the Proposer have demonstrated experience with Autodesk Civil3D?

Pass/Fail

Overall SOQ Screening Status Pass/Fail

Phase II Part II: SOQ Evaluation Criteria

The RFQ submittals that pass all the SOQ Screening Criteria will be evaluated and scored according to the evaluation criteria identified below. SOQs will receive scores from 0 to 10 in each of the subcategories below. SOQs that include evidence of experience working with State or Federal resources agencies, as referenced in Section 3.1.3. (C)(b)(ii) above will be awarded five (5) additional points.

0-1 Point: Criterion being scored is completely missing or cannot be reasonably addressed using the submitted information.

2-3 Points: Criterion being scored is only partially addressed, and more flaws or defects exist than content addressing criterion. Content addressing criterion lacks writing proficiency, is completely unreasonable, and lacks professional judgement. Criterion is addressed in such a limited way that it results in a complete lack of confidence in the proposal.

4-6 Points: Criterion being scored is mostly addressed, but omissions, flaws, or defects exist that limit evaluation of the criterion. Content addressing criterion are not well-written, not reasonable, and do not demonstrate professional judgement. Evaluation of content addressing criterion results in a low degree of confidence in the proposal.

7-8 Points: Criterion being scored is addressed. Any flaws or defects are minimal and acceptable. Content addressing criterion are passably written, passably reasonable, and demonstrate passable professional judgement.

Evaluation of content addressing criterion results in an acceptable degree of confidence in the proposal.

9-10 Points: Criterion being scored is fully addressed. Content(s) addressing criterion are very well-written, reasonable, and demonstrate best professional judgement. Content exceeds in providing a superior experience, a creative approach, or an exceptional solution. Evaluation of content addressing criterion results in the highest confidence in the proposal.

Only the three highest-scoring submittals that score seventy (70) points or higher will receive further evaluation.

SOQ Evaluation Criteria - Points Score/Value

1. The SOQ provides high-quality writing examples of various complicated boundary experiences.

Up to 10 points

Comments:

2. The SOQ demonstrates extensive experience working with the Public Land Survey System, including indication of Certified Federal Surveyor (CFED) Licensed Land Surveyors.

Up to 10 points

Comments:

3. The SOQ shows a significant network of offices throughout the state to minimize travel times and for local familiarity and expertise.

Up to 10 points

Comments:

4. The SOQ shows a significant number of Licensed Land Surveyors that can handle multiple projects happening at once in different offices.

Up to 10 points

Comments:

5. A central office and manager are identified to coordinate Contractor’s multi-office work. This will include being part of the Quality Control Process as well as standardizing products being delivered. Mention of tracking and reporting would be preferred.

Up to 10 points

6. The SOQ provides high-quality writing for a multi-teer Quality Control Process and standardized approach for product delivery.

Up to 10 points

Comments:

7. The SOQ indicates GIS experience, or GIS specific management, to ensure quality GIS product delivery.

Up to 10 points

Comments:

8. The SOQ is high quality and error-free. Up to 10 points

Comments:

Desired Qualification: Does the SOQ include evidence of prior experience with at least one State and/or Federal resource agency (Yes/No)?

5 points

Comments

SOQ Evaluation Criteria Total Score:

Phase III Reference Check Questions

References from the three highest-scoring submittals that scored seventy (70) points or higher on Phase II (Part 2): SOQ Evaluation Criteria will be contacted and asked the questions listed below. CDFW staff will evaluate the entire reference check on a scoring system utilizing Good/Fair/Poor, as represented numerically below. This score will be entered on the Reference Check Questions Evaluation. Proposer references that fail to respond to CDFW within 72 hours in accordance with Section 3.1.3 (C)(c) above will result in a three (3) point reduction per reference (up to 9 points maximum reduction).

Score Ranking Definitions are as follows:

Good (2 Points): The reference indicated that the Proposer’s work, services, and performance sufficiently fulfilled the reference’s expectations with minimal critique.

Proposer has the work experience, developed work product, and pays attention to detail to the level needed by CDFW.

Fair (1 Point): The reference indicated that the Proposer’s work, services, and performance somewhat fulfilled reference’s expectations, but with some critique.

Proposer has somewhat of the work experience, produced similar product, but on a smaller scale than CDFW needs.

Poor (0 Points): The reference indicated that the Proposer’s work, services, and performance minimally fulfilled or did not fulfill reference’s expectations. Proposer lacks the work experience, or has completed the work, but on a scale not at the level or detail as needed by CDFW.

Question-specific details are included in the Reference Check Questions Evaluation table below. Scores from the Reference Check Questions Evaluation will be assessed separately from all previous evaluation phases. Only Proposers who score 10 points or higher on the Reference Check Questions Evaluation will be considered for further evaluation. If a reference gives the Proposer a score of ‘Poor’ on two (2) or more questions, the Proposer may be deemed ineligible from further consideration. Based on the Reference Check Questions Evaluation, the top-rated firm will be tentatively awarded the agreement and will be contacted to schedule a cost negotiations meeting. For the purposes of the Reference Check Questions Evaluation, contractor is herein synonymous with the proposer’s reference.

Reference Check Questions Evaluation Score/Value

1. How would you rate the quality of the Contractor’s boundary and Public Lands level of experience? What level of involvement did the main point of contact and Contract Manager have with coordinating the work being performed? How would you rate the overall quality of their work?

Good – 2 points (high quality; no issues; very professional; provided all or most needs)

Fair – 1 point (provided most but was unable to service some)

Poor – 0 points (did not meet most of expected service needs)

2. How well did the Contractor cover all of the project’s scope of work requirements? If they did not, what requirements were not covered and why?

Good – 2 points (able to cover all requirements; sufficiently prepared and planned)

Fair – 1 point (was able to cover most requirements; some issues with coverage)

Poor – 0 points (major issues with covering requirements)

3. How would you rate the overall communication with the Contractor? How prompt and responsive were they to your phone and email communications?

Good – 2 points (very responsive and prompt; never had any issues)

Fair – 1 point (occasionally had minor issues; but overall satisfied with communication)

Poor – 0 points (major issues;

unacceptable communication levels;

issues with lack of prompt communication)

4. How well did the Contractor ensure that the project and/or project deliverables were completed on time and scheduled appropriately? If it was not completed on time, what were the reasons for project delays?

Good – 2 points (project completed in a timely manner)

Fair – 1 point (project experienced minor delays; worked to reconcile any issues with timing)

Poor – 0 points (project experienced major delays; poorly planned timing;

did not meet deadlines)

5. How diligent was the Contractor in ensuring that the project was completed within budget? If the project went over budget, why did the expense increase?

Good – 2 points (project was completed within budget; any expense increases were justified)

Fair – 1 point (project budget was exceeded; minor unexpected costs due to poor budgeting)

Poor – 0 points (project budget was far exceeded; charged many unexpected costs; poorly planned budget)

6. How would you rate the Contractor’s invoicing practices? Did you have any issues with invoicing errors, delays, and/or unexpected charges? If yes, how did the Contractor address the issue(s)?

Good – 2 points (invoices were clear, free of errors, delivered promptly, and charges were expected)

Fair – 1 point (some minor issues with invoicing; not an ongoing issue)

Poor – 0 points (major problems with invoicing practices, such as invoicing delays and unexpected charges)

7. How well did this Contractor work with your team? How was the Contractor responsive to your needs?

Good – 2 points (Professional and responsive; easy to work with)

Fair – 1 point (some minor issues which were easily resolved)

Poor – 0 points (major conflicts;

difficult working relationship, problems with professionalism)

8. How would you rate the overall quality of this Contractor’s work? How did the Contractor address any revision requests to their work products?

Good – 2 points (work was high quality; minor revisions were done completely and promptly)

Fair – 1 point (work was of average quality; moderate number of revisions were needed)

Poor – 0 points (work was of poor quality; major revisions needed;

revisions were not accomplished promptly)

9. After your experience with this Contractor, how inclined would you be to work with them on a similar project in the future? Why or why not?

Good – 2 points (enthusiastic about working with them again)

Fair – 1 point (would be willing if certain issues were addressed)

Poor – 0 points (would not work with them again)

Did any reference fail to respond to CDFW within 72 hours (Yes/No)? Reduce three (3) points per failed reference response (9-point maximum reduction).

Subtract: ___# points (if applicable)

Reference Check Questions Evaluation Total Score:

3.5 Evaluation and Selection Process

3.5.1. All SOQs received will be evaluated to determine the extent to which they comply with the RFQ requirements.

3.5.2. A material and/or immaterial deviation may cause an SOQ to be rejected. If an SOQ fails to meet a material requirement of this RFQ, the SOQ will be rejected. A deviation is material to the extent that a response is not in substantial accord with the requirements of this RFQ.

3.5.3. The SOQ must ‘pass’ all Pass/Fail criteria above to proceed to the next stage of evaluation.

If any SOQ Evaluation Criteria – Pass Fail 'fails' in one or more categories, the SOQ will be deemed nonresponsive and will not move on to Phase II Part 2.

3.5.4. During the evaluation process, CDFW may require the proposing firm to answer questions about their SOQ. Failure to demonstrate that the claims made in the SOQ are factual and accurate may be cause for deeming an SOQ non-responsive.

3.5.5. In addition to the references required as part of the SOQ, at any time, CDFW may contact previous clients listed in the SOQ to verify the experience and performance of the prospective firm, its key personnel, and its subcontractors.

3.5.6. Once the SOQs have been received, CDFW will review the packages and rate SOQs based on the Selection Criteria above. This rating will be done by a selection committee. The top three rated firms meeting all the Pass/Fail selection criteria and achieving a minimum score of 70 points will be determined to be qualified to continue in the selection process and move forward for reference checks. Proposers must achieve a score of 10 or higher on the Reference Checks to be considered. Selection criteria will include the qualifications of SOQ identified subcontractors.

3.5.7. By submitting an SOQ for this RFQ, the Proposing Firm and its key subcontractors acknowledge that the project team must provide the services required and has no objection to the Standard Agreement and its Exhibits.

3.5.8. CDFW will notify the top rated firm based on their reference check scores and will schedule a meeting to negotiate rates on their SOQ evaluation scores. Firms that are not in the top three will also be notified and will be advised that they may be contacted if CDFW is unable to negotiate a fair and reasonable contract with one of the top three rated firms. Or, if CDFW is unable to negotiate a fair and reasonable price with the top three ranked firms, CDFW may cancel this RFQ.

3.5.9. CDFW reserves the right to modify or update the Standard Agreement in the interest of

CDFW, in whole or in part, at any time up to the negotiation of the agreement with the selected firm.

3.5.10. The number one (1) ranked (selected) firm will be notified in writing and will be provided written instructions for negotiations.

3.5.11. CDFW will attempt to negotiate the contract at a fair and reasonable price with the most qualified firm. The Rate Schedule submitted as part of the SOQ which has remained sealed up until this point, will be opened and reviewed to determine that the prices are fair and reasonable. The rates in the Rate Schedule are not necessarily what CDFW will be prepared to pay in the Contract. The costs may be negotiated for a price less than that specified in the Rate Schedule submitted by the prospective firm. CDFW will enter into negotiations with the selected firm within fourteen (14) days for the services needed per

PCC 6106.

3.5.12. If CDFW is unable to negotiate a Contract at a fair and reasonable price with the most qualified firm, CDFW will attempt to negotiate a Contract with the next most qualified firm in order of the ranking of the firms.

3.5.13. Once CDFW successfully negotiates a Contract based on the evaluation and selection process above, the successful firm will be required to execute a Standard Agreement, Form Std. 213, which includes the terms and conditions for the Contract Work, consistent with this RFQ. These documents are attached to this RFQ as the Sample Agreement. The selected firm must provide all required documents (e.g., proof of insurance) and execute all forms associated with the Contract within 10 business days of having received the forms from

CDFW.

3.5.14. Work on the Contract must start no more than five (5) days after all approvals have been obtained and the Contract is fully executed. Should the Contractor fail to commence work at the agreed upon time, CDFW, upon five (5) days written notice to the Contractor, reserves the right to terminate the Contract. In addition, the Contractor may be liable to the State for the difference between the price negotiated with CDFW and the actual cost of performing work by another Contractor.

3.5.15. Any contract to be awarded as a result of this RFQ will be awarded without discrimination based on race, color, religion, sex, or national origin. The firm(s) selected must comply with all applicable laws, rules, and regulations.

3.5.16. Title 14, California Code of Regulations section 789 governs the selection process.

SECTION 4 – Insurance Requirements

4.1 Insurance Requirements

The awarded Contractor will be required to furnish evidence of insurance according to requirements included as outlined in Exhibit D, Additional Provisions, Item 15 – Insurance Requirements.

The below required insurance documents will be requested upon award only. The bidder will provide Certificate of Insurance documents.

1. Commercial General Liability

Contractor will maintain general liability on an occurrence form with limits not less than $1,000,000.00 per occurrence for bodily injury and property damage liability combined with a $2,000,000.00 annual policy aggregate. The policy will include coverage for liabilities arising out of premises, operations, independent contractors, products, completed operations, personal & advertising injury, and liability assumed under an insured contract. This insurance will apply separately to each insured against whom claim is made or suit is brought subject to the Contractor’s limit of liability.

2. Commercial General Liability Endorsement

The commercial general liability policy must be endorsed to include the State of California, its officers, agents, and employees as additional insured, but only with respect to work performed under the contract.

3. Automobile Liability

Contractor will maintain motor vehicle liability with limits not less than $1,000,000.00 combined single limit per accident. Such insurance will cover liability arising out of a motor vehicle including owned, hired, and non-owned motor vehicles.

4. Automobile Liability Endorsement

The automobile liability policy must be endorsed to include the State of California, its officers, agents, and employees as additional insured, but only with respect to work performed under the contract.

5. Professional Liability

Contractor will maintain professional liability covering any damages caused by a negligent error, act or omission with limits of not less than $1,000,000.00 per occurrence and $3,000,000.00 policy aggregate. The policy’s retroactive date must be shown on the certificate of insurance and must be before the date this contract was executed or before the beginning of contract work.

6. Workers Compensation and Employers Liability Contractor will maintain statutory worker’s compensation and employer’s liability coverage for all its employees who will be engaged in the performance of the contract. Employer’s liability limits of $1,000,000.00 are required.

7. Workers Compensation Endorsement - Waiver of Subrogation

When work is performed on State owned or controlled property the Workers’ Compensation policy will be endorsed with a waiver of subrogation in favor of the State. The waiver of subrogation endorsement will be provided

SECTION 5 – Required Attachments

ATTACHMENT 1 – Required Attachment Checklist

Complete this checklist to confirm the items in your Bid. Place a check mark or “X” next to each item that you are submitting to the State. For your bid to be responsive, all required attachments must be returned. This checklist should be returned with your bid package also.

A complete bid will include all the items identified below:

Attachment 1 Required Attachment Check List

Attachment 2 Bid/Bidder Certification Sheet (signed)

Attachment 3 Payee Data Record (STD 204) (signed)

Attachment 4 Darfur Contracting Act Certification

Attachment 5 Bidder Declaration (GSPD-05-105) & DVBE Declaration (DGS PD 843)

Attachment 6 Commercially Useful Function (CUF) Certification

Attachment 7 Contractor’s Certification Clauses (CCC 04/2017)

Attachment 8 California Public Contract Code Section (10162)

Attachment 9 Bidder References

Attachment 10 California Civil Rights Laws

Attachment 11 Iran Contracting Act

Other Required Documents:

Copy of Business License or Articles of Incorporation

Proof of registration with the Secretary of State

SOQ (as outlines in section 3.1.3):

Transmittal Letter(s) Organization Chart/Resumes Qualifications and Experience

Rate Schedule (In a separate sealed envelope or attachment)

RFQ Compliance Matrix (completed)

ATTACHMENT 2 - Bid/Bidder Certification Sheet

This Bid/Bidder Certification Sheet must be signed and returned along with all the "required attachments" as a bid package as directed in Submission of Bid with original signatures. The bid documents must be transmitted in a sealed envelope in accordance with the RFQ instructions.

A. Our all-inclusive bid is submitted as detailed in sealed Rate Schedule.

B. All required attachments are included with this certification sheet.

C. I have read and understand the DVBE participation requirements and have included documentation demonstrating that I have met the participation goals.

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

An unsigned Bid/Bidder Certification Sheet may be cause for rejection.

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

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation

Indicate the applicable employee and/or corporation number:

7. Federal Employee ID No.

(FEIN)

8. California Corporation No.

9. Indicate applicable…