RFQ_EDIS90125.pdf

MALIA M. COHEN

CALIFORNIA STATE CONTROLLER

March 19, 2025

REQUEST FOR QUOTE (RFQ) EDIS90125

DAILY MAIL PICKUP AND DELIVERY SERVICES

Bidders are invited to review and respond to the State Controller’s Office (SCO) Request for Quote (RFQ) Number EDIS90125, Daily Mail Pickup and Delivery Services. To submit a bid for these services, the Bidder must comply with the instructions contained in this document as well as the requirements stated in the Agreement, Exhibit A, Scope of Work (SOW). By submitting a bid, the bidding firm agrees to the terms and conditions stated in this RFQ.

SCO is using the streamlined process known as the "SB Option" by contracting directly with a California-certified small business (SB) or micro business (MB), as allowed under Government Code (GC) Section

14838.5. Bidders must be California certified for bids to be considered in this RFQ process and shall maintain that certification throughout the Agreement term and any extensions. Please see this website for additional information: https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List- Folder/How-to-do-business-with-the-state-of-California

Read the attached document carefully. The Bidder is solely responsible for ensuring that the complete bid is received by SCO in accordance with the Bid requirements, prior to the date and time specified in the solicitation. Bids received after the specified deadline will not be considered for review. SCO shall not be responsible for any delays in submittal, to include misdelivery. SCO reserves the right to cancel this RFQ without cause at any time prior to award.

Note that all agreements entered into with the State of California will include by reference General Terms and Conditions (GTC 02/2025) that may be viewed and downloaded at Internet site https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List- Folder/Standard-Contract-Language. If you do not have internet access, a hard copy can be provided.

In the opinion of SCO, this RFQ is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, please send an email to SCOBids@sco.ca.gov by the Written Questions Submittal Deadline in Section B. Key Action Dates.

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

State Controller’s Office RFQ Number EDIS90125

Table of Contents A. Description of Services Agreement Term B. Key Action Dates C. Written Questions and Answers D. RFQ Bid Guidelines E. RFQ Bid Content

1. Administrative Requirements

2. Bidder’s Minimum Qualifications

3. Licenses and Certifications

G. Background Check H. RFQ Bid Submission I. Disposition of Bids……………………………………………………………………………………………… J. Agreement Execution and Performance…………………………………………………………………...……..9 K. Review of Bids for Award………………………………………………………………………………………

ATTACHMENT 1

REQUIRED ATTACHMENT CHECKLIST

ATTACHMENT 2

BIDDER CERTIFICATION SHEET

ATTACHMENT 3

CONTRACTOR POINT OF CONTACT

ATTACHMENT 4

PAYEE DATA RECORD (STD 204) AND PAYEE DATA RECORD SUPPLEMENT (STD 205*)

ATTACHMENT 5

BIDDER DECLARATION (Written) (GSPD-05-105)

ATTACHMENT 6

CONTRACTOR CERTIFICATION CLAUSES (CCC 04/2017)

ATTACHMENT 7

SECRETARY OF STATE CERTIFICATION OF STATUS*

ATTACHMENT 8

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) DECLARATIONS (DGS PD 843)*

ATTACHMENT 9

DARFUR CONTRACTING ACT CERTIFICATION (DGS PD 1)*

ATTACHMENT 10

GENERATIVE ARTIFICIAL INTELLIGENCE (GENAI) DISCLOSURE

ATTACHMENT 11

CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION (DGS OLS 04)

ATTACHMENT 12

ACKNOWLEDGEMENT OF AGREEMENT EXHIBITS, INSURANCE, AND POLICIES

ATTACHMENT 13

CONTRACTOR/CONSULTANT CONFIDENTIALITY

NON-DISCLOSURE ACKNOWLEDGEMENT (ISO-004B)

ATTACHMENT 14

CONTRACTOR/CONSULTANT ORGANIZATION

INFORMATION SECURITY AGREEMENT (ISO-004C)

ATTACHMENT 15

COST WORKSHEET

Agreement Exhibit A – Scope of Work Exhibit B – Budget Detail and Payment Provisions Exhibit B – Attachment 1, Cost Worksheet Exhibit C – General Terms and Conditions (GTC 02/2025)** Exhibit D – Special Terms and Conditions

*Submit only if applicable.

**Incorporated by reference only.

A. Description of Services

The State Controller’s Office is seeking a contractor to provide daily mail pickup and delivery services of United State Postal Services (USPS) mail cages and/or mail pallets Monday through Friday, and Saturdays as needed, for the SCO Disbursements Bureau.

See the Agreement, Exhibit A, Scope of Work, for a complete description of services.

Agreement Term

The term of this agreement shall be for three years with the options to amend to add funds and to adjust the frequency of services as deemed necessary by SCO. The rates on Attachment 15 Cost Worksheet will not change as a result of any amendment to this agreement. This agreement may be terminated by SCO with a 30-day written notice to the Contractor.

Contractors are cautioned that no work will begin until the Agreement has been fully executed. If work is performed prior to agreement approval, and the Agreement is not approved for any reason, all previous work performed by the Contractor is considered donated to SCO and no payment shall be made for that work.

Agreement Amount

The Contractor and SCO contact in the Agreement, Exhibit A. Scope of Work, Section D. Contacts, Item

2. are responsible for monitoring the Agreement cost to ensure it does not exceed the maximum amount of the Agreement without an executed amendment.

B. Key Action Dates

It must be understood that time is always of the essence, both for the RFQ submittal and for Agreement completion. Bidders are advised of the key action dates and times shown below and are expected to adhere to them.

EVENT DATE

Release of RFQ March 19, 2025

Written Questions Submittal Deadline March 24, 2025 – 4:00 p.m. PT*

SCO Response to Written Questions March 27, 2025

Final Date for Bid Submission** April 3, 2025 – 2:00 p.m. PT*

Anticipated Agreement Award Date April 4, 2025

Anticipated Agreement Start Date July 1, 2025

*Pacific Time (PT)

** Dates after the Final Date for Bid Submission are estimates only and may be subject to change. SCO will adhere to the listed dates as strictly as possible but will not be held accountable for changes due to unforeseen circumstances.

C. Written Questions and Answers

1. Bidders may submit questions for clarification of the content of this RFQ to SCOBids@sco.ca.gov.

2. Questions must be received by the date and time specified in Section B. Key Action Dates.

3. The subject line of the email should read, RFQ EDIS90125 Questions – Company Name.

4. The Bidder must reference the section and page number about which they are inquiring.

5. Written Questions and Answers will be provided without identifying the submitter. At the sole discretion of SCO, SCO may paraphrase questions for clarity.

6. Questions not submitted in writing by the date for Written Questions Submittal Deadline specified in Section B. Key Action Dates, will be answered at SCO option.

7. Questions and Answers will be issued via an addendum to this RFQ and be posted to Cal eProcure by the date specified in Section B. Key Action Dates.

D. RFQ Bid Guidelines

1. Costs incurred for developing bids, in anticipation of award of the Agreement, are entirely the responsibility of the Bidder and shall not be charged to the State of California.

2. It is the Bidder’s responsibility to provide all necessary information for SCO to evaluate the Bid, verify requested information, and determine the Bidder’s ability to perform the services defined in Sample Agreement, Exhibit A, Scope of Work and Attachment 15, Cost Worksheet.

3. Bidders who are Department of General Services (DGS) certified California Small Businesses (SB), Micro Business (MB) and/or Disabled Veteran Business Enterprises (DVBE) must provide and include an SB/DVBE Certification with the Bid. SCO will verify that SB/DVBE certifications are valid at the time the Bid is due. In accordance with California Government Code (GC) Section 14837(d) and California Military and Veterans Code Section 999, all SB and DVBE contractors, subcontractors, and suppliers that bid on or participate in a State Agreement, regardless of being an oral or written solicitation, shall perform a Commercially Useful Function (CUF).

4. The Bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the Final Date for Bid Submission. Contractor modifications in any other manner, oral or written, will not be considered.

5. The Bidder may withdraw its bid by submitting a written withdrawal request to SCOBids@sco.ca.gov signed by the Bidder or an authorized agent. A bidder may thereafter submit a new bid prior to the Final Date for Bid Submission. Bids may not be withdrawn without cause after the Final Date for Bid Submission.

6. SCO does not accept alternate Agreement language from a prospective contractor. A bid with such language will be considered a counteroffer and will not be considered. The State’s Terms and Conditions are not negotiable.

7. Bids should provide straightforward and concise descriptions of the Bidder’s ability to satisfy the requirements of this RFQ. Omissions, inaccuracies, or misstatements will be cause for rejection of a bid.

8. SCO may modify the RFQ by issuing an addendum, prior to the Final Date for Bid Submission, which will be posted to Cal eProcure.

9. SCO reserves the right to reject all bids. SCO is not required to award an Agreement.

10. This RFQ and the Contractor’s bid will be made a part of the contract file.

11. At SCO option prior to award, bidders may be required to submit additional written clarifying information. Failure to submit the required written information as specified may be grounds for bid rejection.

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

E. RFQ Bid Content

In order to be responsive to this RFQ, the following requirements must be met. Failure to respond to and submit these items with the required information may result in disqualification.

These requirements are Mandatory Pass/Fail.

1. Administrative Requirements

a. Completion of all required Attachments listed on Attachment 1, Required Attachment Checklist.

b. On Attachment 2, Bidder Certification Sheet, the Bidder must complete, sign, and return the

Attachment. The Bidder will include any necessary supporting documentation (references, certifications, licenses, insurance acknowledgement, etc.) necessary to validate the Bidder’s qualifications.

Attachment 2 must be signed by an individual authorized to bind the business contractually and must identify the title or position that the individual holds in the business.

2. Bidder’s Minimum Qualifications

a. The Bidder must have a minimum of three years of experience, within the last five years, performing daily mail pickup and delivery services. Proof of experience via resumes or business experience listed must be provided with the submitted bid.

b. The Bidder shall be located or have a field office within 50 miles of the Sacramento metropolitan area.

c. The Bidder must possess a valid California Department of Motor Vehicles (DMV)-Issued Motor

Carrier Permit, as required by California Code, Vehicle Code (CVC) Section 34620. A copy of the permit must be included in the bid submission packet.

3. Licenses and Certifications

a. The Bidder must provide copy of a valid California city or county business license (if applicable);

or, if a corporation located within the State of California, incorporation documents; or letter from the Secretary of State or, if not a California business, an affidavit that the business is in good standing with the state, province, or country in which business is headquartered.

b. Bidders shall obtain, at their expense, all license(s) or permit(s) required by law for accomplishing any work required in connection with this agreement.

c. All licenses must remain valid for the term of the Agreement. In the event that any license or certification expires at any time during the term of this agreement, the Contractor agrees to provide SCO a copy of the renewed license within 30 days following the expiration date. In the event the Contractor fails to keep all required licenses in effect at all times, SCO may, in addition to any other remedies it may have, terminate this agreement upon occurrence of such event.

G. Background Check

1. The resulting Agreement requires the Bidder’s proposed key staff, including any subcontractors that have access to confidential and sensitive information/resources, access to SCO work areas and facilities, or the work areas of SCO customers on behalf of SCO, to pass a Live Scan background check.

2. Upon notice of award, SCO will provide the Contractor all necessary forms and locations for each proposed key staff to complete the background check process. SCO will be responsible for payment of background check fees.

3. Background checks must be completed and passed prior to contractor and/or subcontractor staff beginning work on the Agreement. If a key staff does not pass the criminal background check process, the Contractor must replace the proposed key staff with a new candidate that meets all requirements identified in this solicitation. Replacement key staff is subject to SCO approval.

4. At the discretion of SCO, SCO may cancel award of the Agreement to a contractor subject to failed background checks. Contractors and subcontractors will be held to the same background check standards as SCO employees.

5. The Contractor shall ensure that each of its employees, and any subcontractor staff, are made aware of, understand, and comply with the provisions of SCO criminal background checks. Any additional or replacement to the Agreement will be subject to the same terms.

H. RFQ Bid Submission

1. Bidders must submit their bids in portal document format (PDF) to SCOBids@sco.ca.gov by the date and time specified in in Section B. Key Action Dates. All bids must be submitted via email. Subject line must include the RFQ number and the Bidder name:

a. Bids must be formatted for 8 ½” x 11” paper with all pages consecutively numbered, each required element clearly identified, and in the sequence presented in this RFQ. Include all necessary supporting documentation (i.e., licenses, certifications, etc.) necessary to validate the Bidder’s qualifications.

2. Email Requirements

a. Bidders must ensure that emails do not exceed a file size of 25 megabytes.

b. Bidders must ensure that emails do not contain scripts, executable files, password protections, or macros, which may make their emails undeliverable.

c. Do not imbed links within the PDF—all documents must be contained within the PDF. SCO cannot access links to external sources. Bids containing links to external sources will be rejected.

d. If the email should exceed acceptable file size, the Bidder shall split the email into multiple emails to ensure delivery.

e. Bid submissions that are sent from unrecognized email servers may be blocked by SCO security filters and be flagged as spam, thereby rendering them unsubmitted.

f. An automatic reply from SCObids@sco.ca.gov confirms receipt of bidders’ emails. Automatic replies only confirm receipt of emails and do not assess bidders’ responsiveness to the RFQ requirements in the email content or in any attachments therein.

g. LATE BID SUBMISSIONS WILL NOT BE ACCEPTED—NO EXCEPTIONS.

3. Bids not submitted marked as indicated may be rejected.

4. Bids shall provide straightforward and concise descriptions of the Bidder’s ability to satisfy the requirements of this RFQ. The Bid must be complete and accurate. Omissions, inaccuracies, or misstatements will be sufficient causes for rejection of the Bid.

5. If the Bid is made under a fictitious name or business title, the actual legal name of the Bidder must be provided.

6. All bids shall include the documents identified on Attachment 1, Required Attachment Checklist. All attachments must include the information stated, and as instructed on each of the attachments (if applicable). Bids not including the proper required attachments may be deemed nonresponsive. A nonresponsive bid is one that does not meet the basic bid requirements.

7. Bids must be submitted for the performance of all services described herein. Any deviation from the work specifications will not be considered and the Bid will be rejected.

8. It is the Bidder’s responsibility to provide all necessary information for SCO to evaluate the Bid, verify requested information, and determine the Bidder’s ability to perform the services defined in the Agreement, Exhibit A, Scope of Work, Exhibit A through Exhibit D.

9. A bid may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. SCO may reject any or all bids and may waive any immaterial deviation in a bid. SCO waiver of an immaterial deviation shall in no way modify the RFQ document or excuse the Bidder from full compliance with all requirements if awarded the Agreement.

10. All documents requiring a signature must bear the original signature of a person authorized to bind the

Bidder’s firm contractually.

11. SCO may reject any or all bids. A bid may be rejected if it is conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind.

12. SCO may waive an immaterial deviation in a bid. SCO waiver of an immaterial deviation shall in no way modify the RFQ document or excuse the Bidder from full compliance with all requirements if awarded the Agreement.

13. Costs incurred for developing bids and in anticipation of award of the Agreement are entirely the responsibility of the Bidder and shall not be charged to the State of California.

14. An individual who is authorized to bind the Bidder contractually shall sign Attachment 2, Bidder Certification Sheet. The signature should indicate the title or position that the individual holds in the firm. An unsigned bid may be rejected.

15. A bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the Final Date for Bid Submission. A bidder’s modification offered in any other manner, oral or written, will not be considered.

16. A bidder may withdraw its bid by submitting a written withdrawal request to SCO, signed by the Bidder or an authorized agent. A bidder may thereafter submit a new bid prior to the Final Date for Bid Submission. Bids may not be withdrawn without cause subsequent to the Final Date for Bid Submission.

17. SCO may modify the RFQ prior to the Final Date for Bid Submission by issuing an addendum that shall be posted to Cal eProcure.

18. SCO reserves the right to reject all bids. SCO is not required to award an agreement.

19. Before submitting a response to this solicitation, bidders should review, correct all errors, and confirm compliance with the RFQ requirements.

20. SCO does not accept alternate agreement language from a prospective contractor. A bid with such language will be considered a counterproposal and will be rejected. The State’s General Terms and Conditions (GTC 02/2025) are not negotiable.

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

I. Disposition of Bids

1. Upon bid opening, all documents submitted in response to this RFQ will become the property of the State of California and will be regarded as public records under the California Public Records Act Government Code (GC) Section 6250 et seq. and subject to review by the public.

J. Agreement Execution and Performance

1. Service shall start on the express date set by SCO and the Contractor, after all approvals have been obtained and the Agreement is fully executed. Should the Contractor fail to commence work at the agreed upon time, SCO - upon five days’ written notice to the Contractor - reserves the right to terminate the Agreement. In addition, the Contractor shall be liable to SCO for the difference between contractor's bid price and the actual cost of performing work by the second lowest bidder, or by another contractor.

2. All performance under the Agreement shall be completed on or before the termination date of the Agreement.

K. Review of Bids for Award

Bids to this RFQ will first be reviewed for responsiveness to all attachments. If a response is missing information required in any of the attachments, it may be deemed nonresponsive. Further review is subject to SCO discretion.

Award of an agreement resulting from this RFQ will be based on lowest responsive and responsible bid.

ATTACHMENT 1

REQUIRED ATTACHMENT CHECKLIST

Bidder’s Name:

(Please print clearly or type.)

A complete bid will consist of the items identified below. Place initials next to each item that you have submitted to SCO. For your bid to be responsive, all required attachments must be returned. Further review is subject to SCO discretion. This checklist must be signed and returned with your bid.

Requirement Description Submitted to SCO

Attachment 1 Required Attachment Checklist

Attachment 2 Bidder Certification Sheet

Attachment 3 Contractor Point of Contact

Attachment 4 Payee Data Record (STD 204) and Payee Data Record Supplement

(STD 205*)

Attachment 5 Bidder Declaration (Written) (GSPD-05-105)

Attachment 6 Contractor Certification Clauses (CCC 04/2017)

Attachment 7 Secretary of State Certification of Status*

Attachment 8 Disabled Veteran Business Enterprise (DVBE) Declarations (DGS PD 843)*

Attachment 9 Darfur Contracting Act Certification (DGS PD 1)*

Attachment 10 Generative Artificial Intelligence (GenAI) Disclosure

Attachment 11 California Civil Rights Laws Certification (DGS OLS 04)

Attachment 12 Acknowledgement of Agreement Exhibits, Insurance, and Policies

Attachment 13 Contractor/Consultant Organization Information Security Agreement

(ISO-004b)

Attachment 14 Contractor/Consultant Confidentiality and Non-Disclosure Acknowledgement (ISO-004c)

Attachment 15 Cost Worksheet

Additional Requirement

Copies of licenses and certifications required to meet the minimum qualifications.

Requirement

California Certified SB/MB Certification

Additional Requirement

Copy of valid California city or county business license (if applicable); or an affidavit that the business is in good standing with the state, province, or country in which business is headquartered

Requirement

Copy of valid, current California DMV-issued Motor Carrier Permit (MCP)

Authorized Signature and Title Date

ATTACHMENT 2

BIDDER CERTIFICATION SHEET

Complete and return this attachment with the Bid. An individual who is authorized to bind the bidding firm contractually shall sign Attachment 2, Bidder Certification Sheet. The signature must indicate the title or position that the individual holds in the firm. Bidder certifies:

A. Bidder has a minimum of three years of experience, within the last five years, in performing daily mail pickup and delivery services.

B. Bidder can provide a truck with a payload capacity of at least 7,000 lbs., a rear cargo space of at least 700 cubic feet, a lift gate, and a rear door height of at least 70”.

C. Bidder is located or has a field office within 50 miles of the Sacramento metropolitan area.

D. Bidder possesses a valid California Department of Motor Vehicles (DMV)-Issued Motor Carrier Permit, as required by California Code, Vehicle Code (CVC) Section 34620.

E. Our all-inclusive bid is submitted as detailed in Attachment 15, Cost Worksheet.

F. 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 Bidder Certification Sheet May Be Cause for Rejection.

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

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation

Indicate the applicable employee and/or corporation number:

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

9. Indicate applicable license and/or certification information:

10. Bidder’s Name (Print) 11. Title

12. Signature 13. Date

14. Are you certified with Department of General Services (DGS) Office of Small Business and Disabled Veteran Business Enterprise Certification Services (OSDS) as:

a. California Certified SB/MB

Yes No If yes, enter certification number:

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

Date application was submitted to OSDS, if an application is pending:

Completion Instructions for Bidder Certification Sheet

Complete the numbered items on the Bidder Certification Sheet by following the instructions below.

Item Numbers Instructions

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

Check if your firm is a sole proprietorship. A sole proprietorship is a form of business in which one person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business.

Check if your firm is a partnership. A partnership is a voluntary agreement between two or more competent persons to place their money, effects, labor, and skill, or some or all of them in lawful commerce or business, with the understanding that there shall be a proportional sharing of the profits and losses between them. An association of two or more persons to carry on, as co-owners, a business for profit.

Check if your firm is a corporation. A corporation is an artificial person or legal entity created by or under the authority of the laws of a state or nation, composed, in some rare instances, of a single person and his successors, being the incumbents of a particular office, but ordinarily consisting of an association of numerous individuals.

7 Enter your federal employee tax identification number.

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

Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.

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

If certified as a California Certified SB/MB, place a check in the "Yes" box, and enter your certification number on the line. If you are not certified, place a check in the "No" box. If your certification is pending, enter the date your application was submitted to OSDS.

ATTACHMENT 3

CONTRACTOR POINT OF CONTACT

The contact person regarding this RFQ is:

Name & Title:

Address:

Phone Number: Fax Number

Cell Phone Number:

(optional)

Email:

If awarded an agreement, the representative for services will be:

Name & Title:

Address:

Phone Number: Fax Number

Cell Phone

Number:

(optional)

Email:

If awarded an agreement, direct all agreement inquiries to:

Name & Title:

Address:

Phone Number: Fax Number

Cell Phone Number:

(optional)

Email:

If awarded an agreement, the name of the company officer authorized to sign the Agreement is:

Name & Title:

Address:

ATTACHMENT 4

PAYEE DATA RECORD (STD 204) AND PAYEE DATA RECORD SUPPLEMENT (STD 205*)

Payee Data Record (STD 204) is required and must be submitted.

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

*Only use Payee Data Record Supplement (STD 205) to provide a remittance address if different from the mailing address for information returns, or to make subsequent changes to the remittance address.

https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf

ATTACHMENT 5

BIDDER DECLARATION (Written) (GSPD-05-105)

All bidders must complete and sign the Bidder Declaration (Written) (GSPD-05-105) and include it with the Bid.

When completing the declaration, bidders must identify all subcontractors proposed for participation in the Agreement. Bidders awarded an agreement are contractually obligated to use the subcontractors for the corresponding work identified unless SCO agrees to a substitution, and it is incorporated by amendment to the Agreement.

https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf

ATTACHMENT 6

CONTRACTOR CERTIFICATION CLAUSES (CCC 04/2017)

https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC- 042017.pdf?la=en&hash=4DC414511AE378794200BA43EBF91C758EE

ATTACHMENT 7

SECRETARY OF STATE CERTIFICATION OF STATUS*

Secretary of State Certification of Status is required if your company is a corporation, limited liability company (LLC), or limited partnership (LP). Required document(s) may be obtained at the following website:

https://bizfileonline.sos.ca.gov/

ATTACHMENT 8

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) DECLARATIONS (DGS PD 843)*

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

This form is only required if the SB/MB is also a certified DVBE.

ATTACHMENT 9

DARFUR CONTRACTING ACT CERTIFICATION (DGS PD 1)*

https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf

NOTE: The fill and print forms are available at the links provided. Please email SCOBids@sco.ca.gov if you are unable to access the provided links. Attachments 4, 5, and 6 must be signed, completed, and submitted with the Bid.

ATTACHMENT 10

GENERATIVE ARTIFICIAL INTELLIGENCE (GENAI) DISCLOSURE

"The State of California seeks to realize the potential benefits of GenAI, through the development and deployment of GenAI, while balancing the risks of these technologies.

Bidder/Offeror must notify the State in writing if it: (1) intends to provide GenAI as a deliverable to the State; or (2), intends to utilize GenAI, including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts: (i) functionality of a State system, (ii) risk to the State, or (iii) Contract performance. For avoidance of doubt, the term "materially impacts" shall have the meaning set forth in State Administrative Manual (SAM) 4986.2.

Failure to report GenAI to the State may result in disqualification. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure.

Upon notification by a Bidder/Offeror of GenAI as required, the state reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the state.

Government Code 11549.64 defines "Generative Artificial Intelligence (GenAI)" as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system's training data."

Bidder / Offeror must check the appropriate box from the choices below.

☐ Generative Artificial Intelligence (GenAI) will be used while providing services during the term of this agreement and may materially impact (check all that apply):

☐ Functionality of the system ☐ Risk to the State ☐ Contract performance

☐ Generative Artificial Intelligence (GenAI) will not be used while providing services during the term of this agreement.

Name of Bidder / Offeror:

Signature and Date:

ATTACHMENT 11

CALIFORNIA CIVIL RIGHTS LAWS CERTIFICATION (DGS OLS 04)

Pursuant to Public Contract Code Section 2010, if a bidder or proposer executes or renews an agreement over $100,000 on or after January 1, 2017, the Bidder or proposer hereby certifies compliance with the following:

1. CALIFORNIA CIVIL RIGHTS LAWS: For agreements over $100,000 executed or renewed after January 1, 2017, the Contractor certifies compliance with the Unruh Civil Rights Act (Section 51 of the Civil Code) and the Fair Employment and Housing Act (§12960 of the GC); and

2. EMPLOYER DISCRIMINATORY POLICIES: For agreements over $100,000 executed or renewed after

January 1, 2017, if a contractor has an internal policy against a sovereign nation or peoples recognized by the United States government, the Contractor certifies that such policies are not used in violation of the Unruh Civil Rights Act (Section 51 of the Civil Code) or the Fair Employment and Housing Act (Section 12960 of the GC).

CERTIFICATION

I, the official named below, certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct.

Proposer/Bidder Firm Name (Printed)

Federal ID Number

By (Authorized Signature)

Printed Name and Title of Person Signing

Date Executed Executed in the County and State of

ATTACHMENT 12

ACKNOWLEDGEMENT OF AGREEMENT EXHIBITS, INSURANCE, AND POLICIES

Bidder’s Name: _____________________________________________________________ (Please print clearly or type)

Complete and return a signed copy of this attachment with the Bid.

Agreement

Exhibit A, Scope of Work

Exhibit B, Budget Detail and Payment Provisions

Exhibit B, Attachment 1, Cost Worksheet.

Note: Attachment 15, Cost Worksheet to be inserted upon agreement award

Exhibit C, General Terms and Conditions (GTC 02/2025) version available here:

https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/GTC-Updates/GTC-225-February- 2025.pdf

Exhibit D, Special Terms and Conditions

The Bidder acknowledges their ability to meet the requirements within the Agreement:

Bidder must provide insurance certificates within 10 days of agreement award. See Exhibit D, Special Terms and Conditions, Section A. Insurance Requirements for complete requirements.

I certify that we have received, reviewed, and accepted all requirements in this RFQ, Agreement, and Exhibits and can meet the insurance requirements.

Authorized Signature Date

Name of Contractor Firm

Name and Title (Please Print)

State Controller’s Office RFQ Number

EDIS90125

ATTACHMENT 14 - CONTRACTOR/CONSULTANT ORGANIZATION INFORMATION SECURITY AGREEMENT (ISO 004C)

ATTACHMENT 13

CONTRACTOR/CONSULTANT CONFIDENTIALITY AND NON-

DISCLOSURE ACKNOWLEDGEMENT (ISO-004B)

State Controller's Office

ATTACHMENT 15

COST WORKSHEET

Rates include travel, labor, freight, tax, and any other expense necessary to fulfill the services under this agreement. The amounts of services listed are only estimates. SCO does not expressly or by implication agree that any amount of work will be guaranteed and reserves the right to omit portions of the work as may be deemed necessary. SCO will not pay any expense not included in the Total Agreement Amount. The rates are binding by the Contractor for the term of this agreement.

SERVICE TYPE

ESTIMATED NUMBER OF

SERVICES PER YEAR

(A)

NUMBER

OF YEARS

(B)

RATE PER

SERVICE

(C)

EXTENDED

TOTAL

(A x B x C)

Pickup and delivery of up to six cages/pallets

200 3 $ $

Pickup and delivery of more than six cages/pallets

60 3 $ $

Pickup and delivery on Saturday

4 3 $ $

Total Agreement Amount $