RFQ_C25073025_Device42__or_like_software__Bid_Package.pdf

California Department of Parks and Recreation IT Services Division

Request for Quotation (RFQ) C25073025 Device42 On-Prem Software Licensing Agreement (or Like Software)

The State of California, Department of Parks and Recreation (DPR)

Request for Quotation C25073025 - Device42 On-Prem Software Licensing Agreement (Or Like Software)

Version 1, May 22, 2026

Disclaimer: The original version and any subsequent solicitation addenda released by the Procurement Official of this solicitation remain the official version. In the event of any inconsistency between the bidder’s versions, articles, attachments, specifications or provisions (which constitute the Contract), the official State version of the solicitation in its entirety shall take precedence.

The Department of Parks and Recreation is seeking to purchase a 3-year license agreement to renew the Device42 software in use at the Department, or replace it with a similar software. You are invited to review and respond to this Request for Quotation (RFQ) number C25073025, entitled Device42 On-Prem Software Licensing Agreement (or Like Software). To submit a bid for these goods, you must comply with the instructions contained in this document as well as the requirements stated in the Exhibit A: STATEMENT OF WORK (SOW). Failure to comply with any of the requirements may result in rejection of your Bid. By submitting a bid, your firm agrees to the terms and conditions stated in this RFQ, as well as those of the California DGS PD 403- ITGP Non-Cloud General Provisions (Revised and Effective 2/20/2025), which will be incorporated into any contract resulting from this RFQ.

Please read the attached document carefully. The Bid Due Date is June 8, 2026 by 5:00 PM, Pacific Daylight Time (PDT). Bids to this RFQ must be clearly labeled with the number C25073025 in the subject line, and submitted by email to both the department procurement official and the DPR IT Procurement mailbox as follows:

Michael.Blaine@parks.ca.gov DPR.IT-Procurements@parks.ca.gov

All questions regarding this RFQ must be submitted in writing to the above-named contact via email and must reference RFQ C25073025 in the subject line.

1. BACKGROUND AND PURPOSE

1.1. The Department of Parks and Recreation (DPR) seeks to procure licensing renewal for the Device42 IT Operations Management software currently in use at the department, or a different software that does the same thing. We also need to increase our license count to accommodate 13,000 licenses for the coming term:

1.2. DPR seeks to renew these licenses for three one-year terms:

First Year: June 2026 – June 2027 Second Year: June 2027 – June 2028 Third Year: June 2028 – June 2029

2. KEY ACTION DATES

2.1. Responders to this RFQ are advised of the key action dates and times shown below and are expected to adhere to them. All dates after the Bid Due Date and Time are approximate and may be adjusted as conditions require, without addendum to this RFQ.

Event Release of RFQ Questions Due Date Bid Due Date Bid Evaluation Start (approx.)

Intent to Award Notice (approx.)

Date May 22, 2026 May 27, 2026 June 8, 2026 by 5:00 PM PST June 9, 2026 June 11, 2026

2.2. The California Department of Parks and Recreation (DPR) reserves the right to cancel this RFQ at any time.

3. SUBMISSION OF BID

3.1. To be eligible for contract award, Bids to this RFQ must be received by the Bid Due Date as shown above in the Key Action Dates section. Bids must be clearly labeled with the number C25073025 in the subject line, and submitted by email to both the department procurement official and the DPR IT Procurement mailbox as follows:

Michael.Blaine@parks.ca.gov DPR.IT-Procurements@parks.ca.gov

Faxed bids, mailed, or hand-delivered bids shall not be accepted.

Part # Title Quantity

D42-ITOM

Device42 IT Operations Management (or like product)

13000

3.2. Address any questions to the procurement official above. If you have technical difficulty with submitting your Bid, please contact us. Bids received after the Bid Due Date and time shall be deemed nonresponsive and will not be considered for contract award.

4. RFQ BID REQUIREMENTS

4.1. This RFQ and the Bidder’s bid will be incorporated by reference as part of the resulting

Agreement. To be considered for contract award, Bids must contain all the requested information and data. It is the Bidder’s responsibility to provide all necessary information for the State to evaluate the bid, verify the requested information, and to determine the Bidder’s ability to provide the goods and services defined in EXHIBIT A: STATEMENT OF WORK (SOW), and ATTACHMENT 1—Cost Worksheet

4.2. Required Documentation Bidder Must Provide

Bidder’s Quotation Copy of Bidder’s California Sellers Permit

4.3. Completed Attachments Required

ATTACHMENT 1—Cost Worksheet ATTACHMENT 2—GSPD 05-105 Bidder Declaration ATTACHMENT 3—DPR087 CUF Bidder Certification

ATTACHMENT 4—DPR097B AI Disclosure Form ATTACHMENT 5—STD204 Payee Data Record ATTACHMENT 6—STD205 Payee Data Record Supplement ATTACHMENT 7—DPR088 Goods vs Services

4.4. Optional Attachments

STD843 DVBE Declarations STD830 Target Area Contract Preference Act (TACPA)

5. SOCIOECONOMIC PROGRAMS AND PREFERENCES

5.1. Small Business Preference

5.1.1. §14835 et seq. of the California Government Code requires that a five percent (5%) preference be given to Bidders who qualify as a small business. The rules and regulations of this law, including the definition of a small business, or qualifying non-small business, are contained in Title 2, California Code of Regulations, §1896 et seq. The definition of nonprofit veteran service agencies qualifying as a small business is contained in §999.50 et seq. of the Military and Veterans Code.

5.1.2. Only Certified Small Businesses with a current certificate posted on Cal-eProcure (https://caleprocure.ca.gov/) at the time of contract award will be considered for purposes of determining eligibility for this preference. More information about California’s Small Business program and bidder’s preference can be obtained by contacting the Office of Small Business and DVBE Services:

Office of Small Business and DVBE Services 707 Third Street, 1st Floor, Room 400 West Sacramento, CA 95606 Phone: (916) 375-4940 Fax: (916) 375-4650

5.1.3. In addition, a 5% preference shall be offered to a non-small business that commits to subcontract at least 25 percent (25%) of its net bid price to a California certified Small Business, as per Government Code, Section 14838(b).

5.1.4. To be eligible to claim the Small Business Preference, the Bidder must complete and submit the following with its bid to this RFQ, for each Small Business in its proposal:

ATTACHMENT 2—GSPD 05-105 Bidder Declaration ATTACHMENT 3—DPR087 CUF Bidder Certification

5.1.5. For examples on how this percentage will be applied to bidders overall cost score, please see section 6.4. Application of Bidder Preferences and Incentives

5.2. Disabled Veteran Business Enterprise (DVBE) Preference

5.2.1. The mandatory DVBE participation goal has been waived for this RFQ (PCC10115 & CCR Title-2,1896.60). Instead, a competitive preference for DVBE bidders shall be applied.

5.2.2. The DVBE preference will be granted to those proposals that devote a portion of the work (3% or more) to be performed by a California Certified DVBE, as per the table below:

Confirmed DVBE Participation of: DVBE Incentive:

5% or Over 5% 4% to 4.99% inclusive 4% 3% to 3.99% inclusive 3%

For examples on how this percentage will be applied to bidders overall cost score, please see section 6.4. Application of Bidder Preferences and Incentives

5.2.3. There are two methods of meeting the DVBE Preference requirements:

a). For DVBE bidders: Commit to perform not less than 3% of the work (by cost) with its own employed staff or in combination with other DVBE subcontractors, or b). For non-DVBE bidders: Commit to use certified DVBE firms for not less than 3% of the work (by cost).

5.2.4. To benefit from the DVBE preference, the bidder must include the following documents with their Bid:

ATTACHMENT 2—GSPD 05-105 Bidder Declaration ATTACHMENT 3—DPR087 CUF Bidder Certification STD843 DVBE Declarations

5.2.5. Only DVBEs with a current certificate posted on Cal-eProcure

(https://caleprocure.ca.gov/) at the time of contract award will be considered for purposes of determining eligibility for this preference. More information on California’s DVBE program and incentive can be obtained by contacting the Office of Small Business and DVBE Services:

Office of Small Business and DVBE Services 707 Third Street, 1st Floor, Room 400 West Sacramento, CA 95606 Phone: (916) 375-4940 Fax: (916) 375-4650

5.3. Target Area Contract Preference (TACPA)

5.3.1. The Target Area Contract Preference Act grants bidder preferences based on workplace location and workforce status. The following webpage contains an interactive map to determine if a business is located within a TACPA qualified zone:

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

For assistance with this program, bidders may contact DGS-PD SSU at:

TACPA@dgs.ca.gov

5.3.2. This solicitation provides for the optional TACPA preference. Bidders are not required to apply for this preference. Denial of the TACPA preference request is not a basis for rejection of the bid/offer.

5.3.3. The TACPA workplace and workforce preferences will be evaluated for this solicitation. California-based companies seeking TACPA preferences will need to complete and submit preference request forms with the bid/offer. The following webpage contains required preference request forms and an interactive map to determine if a business is located within a TACPA qualified zone:

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

5.3.4. By submitting TACPA forms, a bidder given a TACPA preference agrees to the

TACPA contract provisions required by Government Code section 4535 and provided in section 1896.40 of Title 2 of the California Code of Regulations (CCR) in addition to requirements specified on the TACPA form STD 830.]

5.3.5. For evaluation of contract award, preference will be granted to California-based contractors in accordance with Government Code Section 4530 whenever a contract for goods and services exceeds $100,000 and the Contractor meets requirements as defined in the California Code (Title 2, Section 1896.30) regarding labor needed to produce the goods or provide the services being procured. Bidders desiring to claim Target Area Contract Preferences Act (TACPA) shall complete a STD830 Target Area Contract Preference Act form and submit it with their bid to this RFQ.

The form can be downloaded here:

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std830.pdf

5.3.6. Explanation and Examples of how incentives and preferences are applied can be found in section 6.4. Application of Bidder Preferences and Incentives

6. EVALUATION AND AWARD

6.1. Award of contract, if made, will be in accordance with the RFQ information on Evaluation to a responsible bidder whose bid complies with all the requirements of the RFQ documents and addendum 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, a bidder may extend the offer beyond 45 days in the event of a delay of contract award.

6.2. 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 bid, the State may accept any item or group of items of any bid. The State reserves the right to modify or cancel in whole or in part it's RFQ.

6.3. It shall be at the sole discretion of DPR to determine whether any submission identified as “or like software” meets the required standard of acceptable likeness necessary for award of this contract. “Like software” must be fully compatible with Parks standards, software systems and computing environment.

6.4. Application of Bidder Preferences and Incentives

6.4.1. Contract award for this RFQ shall be based on lowest cost to the State.

6.4.2. Preferences are awarded in percentages. A percentage is calculated by applying it to the net bid price of the lowest responsive and responsible bid, to obtain a dollar amount. That dollar amount is then subtracted from the net bid price of the preferred vendor. After all preferences are applied, bids are re-ranked to determine the bidder with the lowest adjusted net bid price. Award is made to the #1 ranked bid. Applying the SB preference formula is for evaluation purposes only and does not change the actual bids offered by any suppliers.

6.4.3. Note that:

a) The net bid price is the value of the bid excluding sales and use tax, finance charges, postage and handling charges. Shipping charges are also excluded

b) California certified small business bidders qualified in accordance with GC 14838 shall have precedence over non-small business bidders in that the application of any bidder preference for which non-small business bidders may be eligible, including the workplace and workforce preferences under TACPA, shall not result in the denial of the award to a small business bidder

c) For low-cost awards, application of the non-SB DVBE incentive cannot displace award to a #1 ranked small business.

6.5. Notice of Intent to Award: Written notification of the State's intent to award will be publicly posted on Cal-eProcure (https://caleprocure.ca.gov/) at least five working days before final award is made. This notice will indicate the date the final award is to be made. If a bidder, having submitted a bid, can show that its bid, instead of the bid selected by the State, should be selected for contract award, the bidder must submit a Notice of Intent to Protest during this period. Instructions for doing so are in section 7.

PROTESTS

7. PROTESTS

7.1. Any bidder’s issues regarding solicitation 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 solicitation 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.

7.2. 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. Protests regarding selection of the “successful bidder” will be heard and resolved by the Victim Compensation and Government Claims Board whose decision will be final.

7.3. 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. Protests must be mailed or delivered to:

DGS Deputy Director, Procurement Division 707 Third Street, Second Floor South West Sacramento, CA 95605

7.4. All protests to the RFQ or protests concerning the evaluation, recommendation, or other aspects of the selection process must be received by 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.

8. GENERAL ARTIFICIAL INTELLIGENCE (GENAI)

8.1. 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.

8.2. 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.

8.3. 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.

8.4. 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.

8.5. 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.

9. EXECUTIVE ORDER N-6-22-RUSSIA SANCTIONS

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 Russian and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S.

government in response to Russia’s actions in the Ukraine, as well as any sanctions imposed under state law. By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

10. AMERICAN DISABILITIES ACT (ADA)

10.1. To comply with the nondiscrimination requirements of ADA, it is the policy of the State of California to make every effort to ensure that its programs, activities, and services are available to all persons, including persons with disabilities.

10.2. For persons with a disability needing a reasonable accommodation to participate in the procurement process or for persons having questions regarding reasonable accommodations of the procurement process, you may contact the Contract Analyst identified in SECTION 3. SUBMISSION OF BID

10.3. Important: To ensure that we can meet your need, it is best that we receive your request for reasonable accommodations at least 10 working days before the scheduled event, e.g., meeting, conference, workshop, etc., or deadline due-date for procurement documents.

California State Parks Information Technology Division

C25073025 Exhibit A

STATEMENT OF WORK

C25073025 Exhibit A

1. GOODS and SERVICES TO BE PROVIDED

The Department of Parks and Recreation (DPR) seeks to renew licensing for our Device42 IT Operations Management software currently in use at the department, or replace it with a like software. DPR currently uses 12,000 licenses but would like to increase license count by 1,000 for a total of 13,000 licenses for the coming annual term.

We seek to procure these licenses for a three-year period, to begin in June of 2026.

The resulting agreement would continue through June of 2029. (Dates given are subject to contract approval and signing occurring on or before the projected start date.)

Payments will be made in three annual installments following the beginning of each annual term.

Part # Title Quantity

D42-ITOM

Device42 IT Operations Management

(or like Software) 13,000

First Year Term: June 2026 – June 2027 Second Year Term: June 2027 – June 2028 Third Year Term: June 2028 – June 2029

It shall be at the sole discretion of DPR to determine whether any submission identified as “or like software” meets the required standard of acceptable likeness necessary for award of this contract. “Like software” must be fully compatible with Parks standards, software systems and computing environment.

2. AMOUNT

The Exhibit A Attachment 1: Cost Worksheet shall represent the total dollar value of this Agreement, excepting future amendments to the Agreement (see below). There is no obligation on DPR’s part to utilize the entire amount.

3. OVERAGES and AMENDMENTS

DPR reserves the right to amend the resulting contract to increase or decrease license counts as needed through a formal amendment to the contract. Additional licenses shall be provided at the same cost-per-license as indicated in Exhibit A Attachment 1: Cost Worksheet, incorporated into this agreement.

Any provision of services by Offeror or Offeror's affiliates prior to or otherwise outside

California State Parks Information Technology Division

C25073025 Exhibit A the term of an authorized, signed agreement shall be provided gratis by Offeror and is non-compensable.

No amendment or variation of the terms of this agreement shall be valid unless made in writing, signed by the parties, and approved as required. No oral or written understanding of the agreement not incorporated into the final, signed agreement is binding on any of the parties.

4. INFORMATION TECHNOLOGY GENERAL PROVISIONS

This contract shall incorporate by reference the California General Provisions for Cloud Computing located here: DGS PD 403-ITGP Non-Cloud (REV. 02/20/2025). The Department of Parks and Recreation’s purchasing authority granted by the State of California is predicated upon the use and incorporation of the terms and conditions found therein, therefore, the replacement or supplanting of these terms is not permissible

5. AMERICAN DISABILITIES ACT (ADA)

To comply with the nondiscrimination requirements of ADA, it is the policy of the State of California to make every effort to ensure that its programs, activities, and services are available to all persons, including persons with disabilities.

For persons with a disability needing a reasonable accommodation to participate in the procurement process or for persons having questions regarding reasonable accommodations of the procurement process, you may contact the Procurement Official identified in this solicitation.

Important: To ensure that we can meet your need, it is best that we receive your request for reasonable accommodations at least 10 working days before the scheduled event, e.g., meeting, conference, workshop, etc., or deadline due-date for procurement documents.

6. ADA COMPLIANCE

Entities that provide electronic or information technology or related services that will be posted online by or for DPR must be in compliance with Government Code Sections 7405 and 11135 and the Web Content Accessibility Guidelines (WCAG) 2.0 or subsequent version, published by the Web Accessibility Initiative of the World Wide Web Consortium at a minimum Level AA success. All entities will respond to and resolve any complaints/deficiencies regarding accessibility brought to their attention.

California State Parks C25073025

Information Technology Division Exhibit B, Attachment 1

Cost Worksheet C25073025 Exhibit B, Attachment 1

Year 1 (June 2026, through June 2027) Part # Quantity Cost, Each Cost, Subtotal

D42-ITOM 13,000

Year 2 (June 2027, through June 2028) Part # Quantity Cost, Each Cost, Subtotal

D42-ITOM 13,000

Year 3 (June 2028, through June 2029) Part # Quantity Cost, Each Cost, Subtotal

D42-ITOM 13,000

Shipping (if applicable):

Sales Tax (if applicable):

Order Total:

Worksheet submitted by (company):

Software Title

Device42 IT Operations Management*

Software Title

Device42 IT Operations Management*

Software Title

Device42 IT Operations Management*

*or like software

Paul Furry Highlight

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:

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

State of California – Natural Resources Agency

DEPARTMENT OF PARKS AND RECREATION

COMMERCIALLY USEFUL FUNCTION – BIDDER CERTIFICATION

All California Certified Small Business (SB), Micro Business (MB), and Disabled Veteran Business Enterprise (DVBE) suppliers contracting and subcontracting must complete this certification form.

LEGAL BUSINESS NAME (including “Doing Business As” DBA name) DPR REFERENCE/AGREEMENT NUMBER

CERTIFICATIONS (mark all that apply)

Small Business Micro Business DVBE

DGS CERTIFICATION NUMBER

(OSDS)

EXPIRATION DATE

For this agreement, this business is the: Prime Contractor Subcontractor

All Certified Small Business, Micro Business, and/or DVBE prime contractors, subcontractors or suppliers must meet the commercially useful function requirements under Government Code Section 14837(d)(4)(A) for Small and Micro Businesses, and Military and Veterans Code Section 999(b)(5)(B)(i) for DVBEs.

A. Is the GSPD-05-105, Bidder Declaration attached? Yes No

B. Is the DGS PD 843, Disabled Veteran Business Enterprise Declarations form attached if applicable?

Yes No N/A

Please answer the following 5 questions as they apply to your company for the goods and/or services being acquired in this solicitation:

Will your business be responsible for the execution of a distinct element of the resulting work?

Yes No

Will your business carry out the obligation of the contract by actually performing, managing or supervising the work involved?

Yes No

3 Will you perform work that is normal for your business, service and functions? Yes No

Will your business be responsible for products, inventories, materials, suppliers required for the contract, negotiating price, determining quality and quantity, ordering, installing (if applicable) and making payment?

(Note: This only applies to GOODS. If this is a service, mark N/A and skip to #5.)

Goods Services

Yes No N/A

If subcontracting a portion of the work, is it a normal portion as expected by current industry practices? (Also answer Yes if not subcontracting any portion.)

Yes No

A response of “No” may result in your quote being deemed non-responsive and disqualified.

BIDDER’S CERTIFICATION

The signatory of this document must be the certified business owner (or authorized representative in the case of a corporation) and as such, hereby certifies under penalty of perjury under the laws of the State of California that all information provided herein is truthful and accurate.

PRINTED NAME AND TITLE OF AUTHORIZED SIGNER SIGNATURE DATE

DEPARTMENT OF PARKS AND RECREATION USE

APPROVED DENIED

DPR BUYER/EVALUATOR PRINTED NAME SIGNATURE DATE

DPR 87 (Rev. 5/2025)(Word to PDF 5/28/2025)

State of California – Natural Resources Agency

DEPARTMENT OF PARKS AND RECREATION

ARTIFICIAL INTELLIGENCE (AI) DISCLOSURE FORM

Instructions for this form are on Page 3.

I. BIDDER CONTACT INFORMATION

BUSINESS NAME SOLICITATION NUMBER

REPRESENTATIVE NAME BUSINESS TELEPHONE NUMBER

BUSINESS ADDRESS CITY STATE ZIP CODE

Description of Services:

Describe in detail the services being provided. Include names of products and large language model.

II. DISCLOSURE

Will you and/or your subcontractor(s) be using or offering AI technology, model, service, or system (collectively, “product”) for this product in question?

No. (Skip to Section IIII) Yes. (Answer 1-5 below)

1. What type of AI is included?

Traditional AI Generative AI

2. Is the AI required for this product?

No Yes Other:

DPR 97B (New 5/2025)(Word to PDF 5/29/2025)(Page 1 of 3)

ARTIFICIAL INTELLIGENCE (AI) DISCLOSURE FORM (Continued)

3. What is the model and version of this product?

4. What is the license tier of the AI product, if applicable (free, enterprise, platinum, etc.)?

5. How is the AI solution delivered: IaaS, PaaS, SaaS, or will it be deployed on-premises? (Indicate if this is a thin client, thick client, web extension, plugin, etc.)

Provide the best contact for information related to questions related to the AI included in the product (if different than the representative listed in Section I.)

NAME E-MAIL PHONE NUMBER

III. SIGNATURE

By signing this document, I have identified and reported any AI use in the performance of this product in question.

Signature Date

DPR 97B (New 5/2025)(Page 2 of 3)

ARTIFICIAL INTELLIGENCE (AI) DISCLOSURE FORM (Instructions)

Instructions:

The Department of Parks and Recreation (DPR) is required to track and complete risk assessments for any Generative Artificial Intelligence (GenAI) purchases. This document is intended to help DPR identify GenAI and assess the risk related to any GenAI purchases.

Section I:

Bidders shall fill in their contact information.

The DPR staff shall fill out the Description of Services in detail and/or reference the applicable Statement of Work or attachment(s). Include the services to be provided related to AI and include the names of products and large language model. It is important to include as much detail as possible related to any AI aspect of the potential purchase.

Section II:

Bidders shall disclose any aspect of AI related to the purchase.

If “no” is selected, no further information is required in this section.

If “yes” is selected, the Bidder shall fill out answers to questions 1-5. Bidders should provide as much detail as possible related to the AI technology, model, service or system as it relates to what the DPR is soliciting for.

If GenAI is selected and the DPR staff intends to pursue the product, the DPR staff must complete the SIMM 5305-F GenAI Intelligence Risk Assessment, Data Classification section and the Risk Assessment Questionnaire questions a-j; and submit it to ISPO@parks.ca.gov. Contact ISPO@parks.ca.gov for assistance with completing this assessment.

Upon review, ISPO will contact the DPR staff for more information, if needed, prior to submitting the finalized document to the California Department of Technology.

Procurement efforts will be placed on temporary hold pending CDT approval.

Definitions:

IaaS – Infrastructure as a Service is a cloud computing model that provides on-demand access to virtualized computing resources like servers, storage, and networking.

PaaS – Platform as a Service is a cloud computing model that provides a complete platform for developing, running, and managing applications.

SaaS – Software as a Service a cloud-based software delivery model where users access and use applications over the internet via a subscription rather than purchasing and installing software locally.

Section III:

Bidder signatures are required to certify all provided information on this document is true and accurate to the best of their knowledge.

DPR 97B (New 5/2025)(Page 3 of 3) https://cdt.ca.gov/wp-content/uploads/2025/01/SIMM-5305-F-GenAI-Risk-Assessment-2025_0131-final.pdf mailto:ISPO@parks.ca.gov mailto:ISPO@parks.ca.gov

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 an individual Partnerships ● Limited Liability Partnerships (LLP) ● and, LLC treated as a Partnership Partnerships Estate ● Trust (other than disregarded Grantor Trust) Estate or Trust Corporation that is medical in nature (e.g., medical and healthcare services, physician care, nursery care, dentistry, etc. ● LLC that is to be taxed like a Corporation and is medical in nature

Corporation-Medical

Corporation that is legal in nature (e.g., services of attorneys, arbitrators, notary publics involving legal or law related matters, etc.) ● LLC that is to be taxed like a Corporation and is legal in nature

Corporation-Legal

Corporation that qualifies for an Exempt status, including 501(c) 3 and domestic non-profit corporations. Corporation-Exempt Corporation that does not meet the qualifications of any of the other corporation types listed above ● LLC that is to be taxed as a Corporation and does not meet any of the other corporation types listed above

Corporation-All Other

Section 3 – Tax Identification Number The State of California requires that all parties entering into business transactions that may lead to payment(s) from the state provide their Taxpayer Identification Number (TIN). The TIN is required by R&TC sections 18646 and 18661 to facilitate tax compliance enforcement activities and preparation of Form 1099 and other information returns as required by the IRC section 6109(a) and R&TC section 18662 and its regulations.

Section 4 – Payee Residency Status Are you a California resident or nonresident?

• A corporation will be defined as a "resident" if it has a permanent place of business in California or is qualified through the Secretary of State to do business in

California.

• A partnership is considered a resident partnership if it has a permanent place of business in California.

• An estate is a resident if the decedent was a California resident at time of death.

• A trust is a resident if at least one trustee is a California resident.

o For individuals and sole proprietors, the term "resident" includes every individual who is in California for other than a temporary or transitory purpose and any individual domiciled in California who is absent for a temporary or transitory purpose. Generally, an individual who comes to California for a purpose that will extend over a long or indefinite period will be considered a resident. However, an individual who comes to perform a particular contract of short duration will be considered a nonresident.

For information on Nonresident Withholding, contact the Franchise Tax Board at the numbers listed below:

Withholding Services and Compliance Section: 1-888-792-4900 E-mail address: wscs.gen@ftb.ca.gov For hearing impaired with TDD, call: 1-800-822-6268 Website: www.ftb.ca.gov

Section 5 – Certification Provide the name, title, email address, signature, and telephone number of individual completing this form and date completed. In the event that a SSN or ITIN is provided, the individual identified as the tax liable party must certify the form. Note: the signee may differ from the tax liable party in this situation if the signee can provide a power of attorney documented for the individual.

Section 6 – Paying State Agency This section must be completed by the state agency/department requesting the STD 204.

Privacy Statement Section 7(b) of the Privacy Act of 1974 (Public Law 93-579) requires that any federal, state, or local governmental agency, which requests an individual to disclose their social security account number, shall inform that individual whether that disclosure is mandatory or voluntary, by which statutory or other authority such number is solicited, and what uses will be made of it. It is mandatory to furnish the information requested. Federal law requires that payment for which the requested information is not provided is subject to federal backup withholding and state law imposes noncompliance penalties of up to $20,000. You have the right to access records containing your personal information, such as your SSN. To exercise that right, please contact the business services unit or the accounts payable unit of the state agency(ies) with which you transact that business.

All questions should be referred to the requesting state agency listed on the bottom front of this form.

www.ftb.ca.gov mailto:wscs.gen@ftb.ca.gov

STATE OF CALIFORNIA – STATE CONTROLLERS OFFICE

PAYEE DATA RECORD SUPPLEMENT

(This form is optional. Form is used to provide remittance address information if different than the mailing address on the STD 204 – Payee Data Record.

Use this form to provide additional remittance addresses and additional Authorized Representatives of the Payee not identified on the STD 204.)

STD 205 (New 03/2021)

Payee Information (must match the STD 204) NAME (Required. Do not leave blank.)

BUSINESS NAME, DBA NAME or DISREGARDED SINGLE MEMBER LLC NAME (If different from above)

TAX ID NUMBER (Required)

SSN, ITIN, or FEIN that matches Tax ID number provided on STD 204

Additional Remittance Address Information

• Use the fields below to provide remittance addresses for payee if different from the mailing address on the STD 204.

• The addresses provided below are for remittance purposes only. 1099 information returns will be sent to the mailing address specified on the STD 204.

REMITTANCE ADDRESS (number, street, apt or suite no.)

CITY STATE ZIP CODE

REMITTANCE ADDRESS

CITY STATE ZIP CODE

REMITTANCE ADDRESS

CITY STATE ZIP CODE

REMITTANCE ADDRESS

CITY STATE ZIP CODE

REMITTANCE ADDRESS

CITY STATE ZIP CODE

Additional Contact Information Use the fields below to provide additional Authorized Representatives for the Payee if applicable.

CONTACT NAME

TELEPHONE (Include area code) EMAIL

CONTACT NAME

TELEPHONE EMAIL

CONTACT NAME

TELEPHONE EMAIL

Certification I hereby certify under penalty of perjury that the information provided on this supplemental document is true and correct.

By signing this document, I…