RFQ_FTB-2425-00323-003.docx

State of California Franchise Tax Board

RFQ FTB-2425-00323-003

ATTACHMENT 6 –ACADEMY UNIFORM ORDER LIST “EXAMPLE”

STATE OF CALIFORNIA

Franchise Tax Board

REQUEST FOR QUOTATION (RFQ)

NON-INFORMATION TECHNOLOGY GOODS

QUOTATION DUE DATE:

See Key Action Dates

Refer to Attachment 2 – Scope of Work

Bidder Information: (Print or Type):

Supplier Name:

SOLICITATION NO. RELEASE DATE

See Above See Key Action Dates

Are you claiming preference as a small business:

YES |_| NO |_|

If yes, manufacturer?

YES |_| NO |_|

Are you a non-small business claiming at least 25% small business subcontractor preference?

YES |_| NO |_|

Return final quotation/bid to:

For further information contact:

André Larry

(916) 845-2425 Andre.Larry@ftb.ca.gov

Return final quotation to:

Franchise Tax Board

HAND DELIVERY or UPS/FEDEX/DHL*:

Procurement Bureau Attn: André Larry Mail Stop MS A374 9646 Butterfield Way Sacramento, CA 95827

*Please make arrangements with the contact listed above to schedule a specified time for hand delivered final quotations/bids.

OR

EMAIL or FACSIMILE (FAX):

Andre.Larry@ftb.ca.gov

(916) 843-0391

Bidder quotation responses received via any method other than fax, hand delivery or common carrier will be deemed non-responsive and rejected.

Supplier Address:

Phone:

Fax:

Supplier Email:

Ship To and Service Locations within 25 mile radius of:

Attn: Criminal Investigation Bureau 3321 Power Inn Rd, Ste 250 Sacramento, CA 95826-3893 and

Franchise Tax Board Attn: Criminal Investigation Bureau 100 N Barranca St, Ste 500 West Covina, CA 91791-1652

Key Action Dates:

1. Release of Request For Quotation (RFQ) Friday, April 11, 2025

2. Last Day to Submit Questions for Clarification of the RFQ - Friday, April 18, 2025, by 12:00 PM PT

3. *Questions and Answers Set posted on Cal eProcure Monday, April 21, 2025

4. Final Supplier Quotation Due at FTB Friday, April 25, 2025, by 12:00 PM PT

5. *Selection Evaluation Review – Friday, April 25, 2025, after 12:00 PM PT to Friday, May 2, 2025

6. *Notice of Intent to Award** - Monday, May 5, 2025

7. *Last Day to Protest Intent to Award Monday, May 12, 2025, by 12:00PM PT

8. *Agreement Award – Tuesday, May 13, 2025

9. *Agreement Commencement Tuesday, May 13, 2025

*These dates are subject to change without notice or addendum to this RFQ.

**The Notice of Intent to Award shall be published on the Cal eProcure in the same location as the solicitation was published: Bid opportunities in the California State Contracts Register (CSCR).

Supplier’s Federal Employer Identification Number:

*Supplier’s California Corporation Number:

* If bidder does not possess a California Corporation Number, indicate “None or N/A”

Name (Print):

Title:

Authorized Original Signature:

_______________________ Date:_____________

Bidder offers and agrees if this response is accepted within 45 calendar days following the date the response is due to furnish all the items upon which prices are quoted, at the prices set opposite each item, delivered at the designated point(s) by the method of delivery and within the times specified and subject to the attached General Provisions. DELCARATIONS UNDER PENALTY OF PERJURY; By signing above, with inclusion of the date of signature, the above signed bidder DECLARES UNDER PENALTY OF PERJURY under the laws of the State of California as follows: (1) (STATEMENT OF COMPLIANCE). The above signed has complied with the non-discrimination program requirements of Government Code 12990 and Title 2, California Administrative Code Section 8103, and such declaration is true and correct. (2) The National Labor Relations Board declaration set forth in Section 8, Subsection 8.8 of the General Provisions is true and correct. (3) If a claim is made for the Small Business or Disabled Veterans Business preference, the information set forth within is true and correct.

Your signature affixed hereon and dated certifies that you have met all California required tax filings and have no outstanding tax obligations. Your signature authorizes the verification of this certification. Your signature affixed hereon certifies that you have met all requirements, specifications and certifications of this quotation solicitation.

RFQ Requirements

1. Delivery: Final delivery, inspection and acceptance shall be at the location described in the “Ship To” address on page 1.

2. Evaluation: For the purposes of this solicitation, award will be made on the basis of individual items or the basis of all items included in this solicitation. The State may accept any item or group of items of any response. Award will be to the bidder with the lowest net cost (excluding applicable sales tax) meeting all other quotation specifications. The State following award of this RFQ will execute a Purchase Order Agreement (including the attachments specified in the “Attachments” section on Page 8 below).

3. Tie-Break Process: In the event of a precise tie, a witnessed drawing of lots will be conducted by the Procurement Official. If a drawing of lots is needed, the Procurement Official will schedule and arrange for the drawing and non-partisan witnesses.

4. Cash Discounts: Cash discounts will not be considered when evaluating quotation responses for award purposes. However, cash discounts may be offered and taken by departments processing invoices within the timeframe specified.

5. Shipment: For the purposes of this solicitation, only quotation responses quoting F.O.B Destination will be accepted.

6. Inquiries/questions: Written questions must be received no later than the date and time indicated on page 1 of this RFQ. Questions not submitted by the date and time specified in the Key Action Dates shall be answered at FTB’s option. Upon FTB completion of review, all questions will be answered in writing and posted to the original advertisement on the Cal eProcure website by the date specified in the Key Action Dates. The Question-and-Answer Set will state each question, but not the source of the question, along with the State’s response. If there are any changes to the RFQ as a result of any questions, there will be an RFQ addendum that will become part of the RFQ and posted to the original RFQ advertisement on Cal eProcure. Only written responses shall be considered binding. Bidders should rely on written, rather than verbal, responses from the State. The State reserves the right to cancel or modify this RFQ, in whole or in part.

7. Bidder Instructions and General Provisions: The attached by reference Bidder Instructions and General Provisions have recently been revised. Please read carefully. See “Attachments” on page 8 of this RFQ.

8. Quotation attachments: Quotation responses that reference a supplier’s own terms and conditions or provisions will be considered non-responsive and will be rejected.

9. Important Note: Only quotations quoted on the State’s own quotation forms will be considered. See Facsimile (faxed) and Emailed Responses below.

Responsible Bidder:

FTB may require bidder(s) to submit evidence of their qualifications at such times and under conditions, as it may deem necessary. The question of whether a particular bidder is a responsible bidder may involve an evaluation of the bidder’s experience, type of facility, expertise or financial resources regarding the particular items requested by the pertinent solicitation. If a bidder has been determined to be non-responsible, the quotation shall be rejected.

New Equipment: All equipment to be provided in response to a State of California solicitation shall be new and latest model in current production. USED, SHOPWORN, DEMONSTRATOR, PROTOTYPE OR DISCONTINUED MODELS ARE NOT ACCEPTABLE.

Facsimile (faxed) and Emailed Responses: The State reserves the right to consider authorized faxed or emailed responses as properly “sealed” if received prior to the closing time specified, provided that an authorized original signature is shown on page 1 of this RFQ. Faxed or emailed RFQ responses will be considered only if they are sent to the fax number or email address listed on page 1 of this RFQ. Request for Quotation responses sent to any other fax number or email address will not be considered. To be considered, all pages of a faxed or emailed RFQ response must be completely received prior to the RFQ response due date and time specified in this RFQ.

Background Check, Fingerprinting, and Tax Compliance of Contractor Personnel:

FTB will investigate the personal history of all contractor personnel who will have access to FTB’s facilities, data systems or confidential materials during the term of the agreement. FTB will require such contractors, subcontractors, independent contractors, and their employees to complete a Personal History Statement and be fingerprinted. Fingerprints will be sent to the California Department of Justice for information regarding prior criminal history. Based upon the results, FTB reserves the right to prohibit individuals from performing work under this agreement. As part of the background check, FTB may require tax identification information to validate compliance with the California Revenue and Taxation Code throughout the term of the agreement. Compliance with the Revenue and Taxation Code means an individual has filed all required state income tax returns and all state income taxes are paid or a current payment installment agreement is in place. Prospective contract staff are encouraged to verify their individual filing status by calling 1-800-852-5711 to resolve any potential tax compliance issues. If a member of the contractor’s staff or subcontractor staff (including replacements) is ineligible to work for FTB, the contractor will be notified. If the contractor is unable to provide an eligible replacement, per the terms of this agreement, it may be deemed a breach of this agreement and may be grounds for termination of this agreement.

Confidentiality of Data:

Any data or information, which the State identifies to the contractor to be confidential, will be treated in the following manner:

· Any employee, agent or representative of the contractor whose duties require access to such data or information, or to any equipment or device which contains such data or information, may be required to sign a Confidentiality Statement (FTB Form 7904 or FTB Form 7912, or both).

· When contractor exercises the option to replace defective parts of any equipment or device containing confidential data, contractor will certify to the State that all such data contained therein has been destroyed and is no longer readable. Any hard copy printouts created during testing or servicing of equipment or devices, which disclose any confidential data or information will be destroyed by the contractor in accordance with Internal Revenue Service specifications, or will be given to the State for proper disposal.

Verification of California Tax Status:

Acceptable verification results are required prior to agreement award.

Generative Artificial Intelligence (GenAI):

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” shall 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 nondisclosure.

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.

Seller’s Permit:

If applicable, please note that award will be conditional on providing the following document prior to award:

You must provide your company’s California retailer’s seller’s permit number or certification of registration number and, if applicable, the permit or certification number of all participating affiliates, issued by California’s Department of Tax and Fee Administration (CDTFA), pursuant to all requirements as set forth in Sections 6487, 7101 and sections 6452.1, 6487.3, 18510 of the Revenue and Taxation Code, and Section 10295.1 of the Public Contract code. Provide the CDTFA permit number in the space provided below.

Retailer’s Seller’s Permit Number: _______________________

Recycled Content Products: State agencies are required to report purchases in many product categories. In order to comply with those requirements, suppliers are required to complete and return a Recycled Content Certification form with their RFQ response. The supplier may certify that the product or material contains zero recycled content. Failure to complete and return the form may disqualify the RFQ response from consideration.

Click on the following link to access the form: Recycled-Content Certification (CalRecycle form 74)

Certification for Public Contract Code 2010: Pursuant to Public Contract Code section 2010, if a bidder or proposer executes or renews a contract over $100,000 on or after January 1, 2017, the bidder or proposer hereby certifies compliance with the following:

1. CALIFORNIA CIVIL RIGHTS LAWS: Compliance with the Unruh Civil Rights Act (Section 51 of the Civil Code) and the Fair Employment and Housing Act (Section 12960 of the Government Code); and

2. EMPLOYER DISCRIMINATORY POLICIES: 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 Government Code).

Click on the following link to access the form: California Civil Rights Laws Certification

Target Area Contract Preference Act (TACPA)

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 basis for rejection of the bid/offer.

The TACPA workplace and workforce preferences will be evaluated for this solicitation. California-based companies seeking TACPA preferences will need to complete and submit preferences 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:

Request a Target Area Contract Preference

Please Note: The maximum preference allowed for TACPA is nine percent (9%), which consists of 5% for eligible worksites, and 1% to 4% for eligible workforce. Individual TACPA preferences (worksite and workforce) cannot exceed $50,000 for each quotation. When In combination with any other preferences and incentives, the maximum limit of the combined preference is fifteen percent (15%) of the quotation amount and, in no case, shall be more than $100,000.00 per quotation, whichever is less.

Darfur Contracting Form: The Act is intended to preclude State Agencies generally from contracting with SCRUTINZED companies that do business in the African nation of Sudan (of which the Darfur region is a part), for the reasons described in Public Contract Code section 10475.

Click on the following link to access the form: Darfur Contracting Form

Payee Data Record:

The successful bidder will be required to submit a Payee Data Record, STD. Form 204 listing their Taxpayer Identification Number. Acceptable verification results are required prior to contract award. Refer to the following website link for more details:

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

Payments to nonresidents may be subject to withholding. Please refer to reverse side of Payee Data Record or, for complete details, please see the applicable forms and instructions found on FTB’s Nonresident Withholding page.

Payee Data Record Supplement The STD. 205 must be used to provide the supplier’s remittance address information if different than the mailing address on the STD. 204. This form allows suppliers to provide up to five (5) additional remittance addresses and identify up to three (3) additional authorized representatives for the payee. Refer to the following website link for more details:

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

California Disabled Veteran Business Enterprise (DVBE) Program Requirements: The State has established goals for Disabled Veteran Business Enterprises (DVBE) participating in State contracts. Please review the attached DVBE program requirements package. Bidders must complete and return all the appropriate pages in order for the bid to be considered responsive.

“For purposes of this solicitation, the DVBE program requirements have been waived; however, the DVBE Quotation Incentive will still be applied (see below).”

Disabled Veteran Business Enterprise (DVBE) Quotation Incentive:

Please note, the following DVBE quotation incentives will be applied for the purposes of this solicitation.

In accordance with Section 999.5(a) of the Military and Veterans Code an incentive will be given to bidders who provide DVBE participation. For evaluation purposes only, the State shall apply an incentive to quotations that propose California certified DVBE participation as identified on the Bidder Declaration GSPD-05-105 and confirmed by the State. The incentive amount for awards based on low price will vary in conjunction with the percentage of DVBE participation. The following percentages will apply for awards based on low price.

Please note if you would still like to subcontract with a DVBE, FTB will apply the DVBE Quotation Incentive with the percentages stated below.

See Page 6 – Section titled “Declaration Forms” for the URL to the Bidder Declaration Form for listing any subcontracting opportunities.

Awards Based on Low Price: The net quotation price of responsive quotations will be reduced (for evaluation purposes only) by the amount of DVBE incentive as applied to the lowest responsive net quotation price. If the #1 ranked responsive, responsible quotation is a California certified small business, the only bidders eligible for the incentive will be California certified small businesses. The incentive adjustment for awards based on low price cannot exceed five percent (5%) or $100,000, whichever is less, of the #1 ranked net quotation price. When used in combination with a preference adjustment, the cumulative adjustment amount cannot exceed 15 percent (15%) or $100,000, whichever is less.

Declaration Forms:

All bidders must complete the Bidder Declaration GSPD-05-105 and include it with the quotation response. When completing the declaration, bidders must identify all subcontractors proposed for participation in the contract. Bidders awarded a contract are contractually obligated to use the subcontractors for the corresponding work identified unless the State agrees to a substitution and it is incorporated by amendment to the contract. Bidders who have been certified by California as a DVBE (or who are bidding rental equipment and have obtained the participation of subcontractors certified by California as a DVBE) must also submit a completed form(s) STD. 843 (Disabled Veteran Business Enterprise Declaration). All disabled veteran owners and disabled veteran managers of the DVBE(s) must sign the form(s). Should the form not be included with the solicitation, contact the State contracting official or obtain a copy online from the Department of General Services Procurement Division, Office of Small Business and DVBE Services (OSDS) website at Procurement Division Forms . The completed form should be included with the quotation response. At the State’s option prior to award, bidders may be required to submit additional written clarifying information. Failure to submit the required written information as specified may be grounds for quotation rejection.

BIDDER DECLARATION FORM GSPD-05-105

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

DVBE DECLARATION FORM STD. 843

(If Applicable) https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

Commercially Useful Function Documentation:

All certified Small Business, Microbusiness, and/or DVBE contractors, subcontractors or suppliers must meet the commercially useful function requirements under Government Code, Section 14837(d)(4) (for SB) and Military and Veterans Code, Section 999(b)(5)(B) (for DVBE).

Please answer the following questions as they apply to your company for the goods/services being acquired in this procurement.

No

No

No

No

No

A response of No in questions 1-4, or a response of Yes in question 5, may result in your quotation being eliminated from consideration. At the State’s option prior to award, bidders may be required to submit additional written clarifying information.

Small Business Regulations: The Small Business regulations, located in the California Code of Regulations (Title 2, Division 2, Chapter 3, Subchapter 8, Section 1896 et. seq.), concerning the application and calculation of the small business preference, small business certification, responsibilities of small business, department certification, and appeals are revised, effective 09/09/04. The new regulations can be viewed at (www.pd.dgs.ca.gov/smbus). Access the regulations by Clicking on “Small Business Regulations” in the right sidebar. For those without Internet access, a copy of the regulations can be obtained by calling the Office of Small Business and DVBE Services at (916) 375-4940.

Non-Small Business Subcontractor Preference: A 5% bid preference is now available to a non-small business claiming 25% California certified small business subcontractor participation. If applicable, claim the preference in the box on the right hand side of the first page of this solicitation.

Small Business Nonprofit Veteran Service Agencies (SB/NVSA): SB/NVSA prime bidders meeting requirements specified in the Military and Veterans Code Section 999.50 et seq. and obtaining a California certification as a small business are eligible for the 5% small business preference. If applicable, claim the preference in the box on the right hand side of the first page of this solicitation.

Attachment with bid required if claiming the Small Business Preference: All bidders must complete and include the Bidder Declaration form GSPD-05-105. If claiming the non-small business subcontractor preference, the form must list all of the California certified small businesses with which you commit to subcontract in an amount of at least twenty-give percent (25%) of the net bid price. All certified small businesses must perform a “commercially useful function” (CUF) in the performance of the contract as defined in Government Code Section 14837(d)(4).

Small Business Certification: Bidders claiming the small business preference must be certified by California as a small business or must commit to subcontract at least 25% of the net bid price with one or more California certified small businesses. Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Services (OSDS) no later than 5:00 p.m. on the bid due date, and the OSDS must be able to approve the application as submitted.

Small business nonprofit veteran service agencies (SB/NVSA) claiming the small business preference must possess certification by California prior to the day and time bids are due.

Questions regarding certification should be directed to the OSDS at (916) 375-4940.

Small Business Participation Reporting Requirement:

If for the Agreement resulting from this bid, awarded Supplier (Contractor) made a commitment to achieve small business participation, then Contractor must within 60 days of receiving final payment under this Agreement report to the FTB Procurement contact the actual percentage of small business participation that was achieved. (Govt. Code § 14841.). The Prime Contractor's Certification - SB Subcontractor Report shall be sent via hard copy or sent electronically to the procurement contact. It is incumbent on the Contractor to submit the subcontracting form within the specified timeframe.

DVBE Participation Reporting Requirement:

If for the Agreement resulting from this bid, awarded Supplier (Contractor) made a commitment to use a disabled veteran business enterprise (DVBE), then, pursuant to Mil. & Vets. Code §999.5(d), upon completion of this Agreement, and prior to the last payment being made by the awarding Department, the Department requires the Contractor to certify DVBE usage by completing and submitting the Prime Contractor’s Certification – DVBE Subcontracting Report (STD. 817) to the awarding Department. Failure to submit the certification will be cause for the awarding Department to withhold ten thousand dollars ($10,000) from the final payment, or the full final payment if less than ten thousand dollars ($10,000). It is incumbent on the Contractor to certify the following:

a) The total amount the prime Contractor received under the Agreement;

b) The name, address, Contract number and certification ID number of the DVBE(s) that participated in the performance of this Agreement;

c) The amount and percentage of work the prime Contractor committed to provide to one or more DVBE(s) under the requirements of the Agreement, and the total amount of payments each DVBE received from the prime Contractor;

d) That all payments under the Agreement have been made to the DVBE(s); and

e) The actual percentage of DVBE participation that was achieved.

Upon request, the prime Contractor shall provide proof of payment to the DVBE(s) for the work prior to the last contract payment being made to the prime Contractor by the awarding Department.

A prime contractor that fails to comply with the certification requirement shall, after notice, be allowed to cure the defect. Notwithstanding any other law, if, after at least 15 calendar days but not more than 30 calendar days from the date of notice, the prime contractor refuses to comply with the certification requirements, the awarding Department shall permanently deduct ten thousand dollars ($10,000) from the final payment, or the full payment if less than ten thousand dollars.

The Prime Contractor’s Certification – DVBE Subcontracting Report (STD. 817) shall be sent via hard copy or sent electronically to the procurement contact stated in the Agreement. It is incumbent on the Contractor to submit the completed subcontracting report form timely at the end of the Agreement.

Disabled Veteran Business Enterprise (DVBE) Substitution:

Awarded Supplier (Contractor) understands and agrees that should award of this contract be based in part on their commitment to use the Disabled Veteran Business Enterprise (DVBE) subcontractor(s) identified in their bid or offer, per Military and Veterans Code 999.5 (e), a DVBE subcontractor may only be replaced by another DVBE subcontractor and must be approved by the Department of General Services (DGS). Changes to the scope of work that impact the DVBE subcontractor(s) identified in the bid or offer and approved DVBE substitutions will be documented by contract amendment.

Failure of Contractor to seek substitution and adhere to the DVBE participation level identified in the bid or offer may be cause for contract termination, recovery of damages under rights and remedies due to the State, and penalties as outlined in M&VC § 999.9; Public Contract Code (PCC) § 10115.10.

Attachments:

The following documents are considered part of this solicitation and will be incorporated by reference into the resulting agreement:

1. Bidder Instructions (GSPD-451) – Revised and Effective 11/09/2011

2. Non-IT General Provisions (DGS PD 401-NITGP) - Revised and Effective 02/20/2025

3. Attachment 1 – Cost Detail and Payment Provisions

4. Attachment 2 – Scope of Work

5. Attachment 3 – CIB Order Form

6. Attachment 4 – FTB Work Authorization “Sample”

7. Attachment 5 – Patches and Layout

8. Attachment 6 – Academy Uniform Order List “Example”

Bidder Checklist for Quotation Submission:

In order for the quotation to be acceptable, the following documents should be completed and included with your submitted quotation response. A description of the nature of each document is included. THOSE DOCUMENTS MARKED “MANDATORY” MUST BE RETURNED OR YOUR QUOTATION WILL BE REJECTED. Those documents described as “should be submitted with your quotation” will not cause your quotation to be rejected; however, if they are included it will expedite the procurement process.

Payee Data Record

Payee Data Record Supplement

1. If remittance address information is different than the mailing address on the STD. 204.

This should be submitted with the quotation; however, it may be obtained prior to award.

DVBE Declarations Form (STD. 843)

1. The prime bidder is certified as a Disabled Veteran Business Enterprise, and/or,

2. There are subcontractors that are Certified Disabled Veteran Business Enterprises.

These declarations should be included with the quotation; however, they may be obtained prior to award.

MANDATORY

*You may include a quote on company letterhead in addition to, but not in lieu of completing this worksheet.

Applies to all suppliers.

Applies to all suppliers.

Applies to all suppliers.

Applies to all suppliers.

Applies to all suppliers.

RFQ-FTB-1213-783.1

RFQ FTB-2425-00323-003

Rev.:

Revised February 2025

ATTACHMENT 1 - COST DETAIL AND PAYMENT PROVISIONS

A. COST DETAIL

1. DESCRIPTION

The MS Excel Attachment A-1: Cost Worksheet embedded herein is to establish pricing for a Three (3) Year Agreement for Uniforms, Equipment, and Alteration Services. Approximately forty-three (43) full-time Franchise Tax Board (FTB) employees will be able to purchase uniforms and equipment on an as-needed basis. The quantities listed in the embedded Attachment A-1 - Cost Worksheet are the maximum number of units that may be purchased throughout the Three-Year Agreement term. FTB is under no obligation to purchase a minimum, nor maximum, number of units specified therein.

Note: You may include a quote on company letterhead in addition to, but not in lieu of completing the Cost Worksheet. The rates proposed by the Contractor in the Cost Worksheet shall include every item of expense, direct and indirect, including taxes incidental to the specified rates.

2. INSTRUCTIONS

The awarded Contractor hereby agrees to provide all labor, equipment, tools, materials, equipment, travel expenses, and any other items and services necessary to furnish the goods and perform services described in Attachment 2 - Scope of Work (SOW).

Bidders must complete the embedded Excel Cost Worksheet to indicate pricing.

Failure to indicate a dollar amount for any item may be grounds to reject the entire bid. A zero-dollar ($0.00) amount listed for any and all items will be interpreted and understood by the State to mean that the proposer indicating a zero-dollar amount shall perform any such services (and furnish any such goods), up to and including the quantity indicated, at no cost to the State.

Bidders must complete the embedded Attachment A-1: Cost Worksheet as follows:

a) Fill-in all yellow cells in the “Unit Price” column (Column F).

i. Completing the yellow cells will auto-populate the numerical values in the “Extended Price” column (Column G) and in “Evaluated Total Price” row (Row 91), which have set formulas.

ii. Bidder must ensure that all extensions and totals (even those that are auto-populated) are correct.

iii. The figures in the “Maximum Qty.” column (Column H) are for informational purposes only and are not binding for the State.

b) The State will only evaluate cost figures up to the hundredths place; any submissions that exceed that decimal point will be rounded to the nearest hundredths.

c) The referenced models and products are intended to be descriptive, but not restrictive, and are used for evaluation purposes only. If substitutions are being offered, list the updated Model/Part number(s) and Product Description(s) for each respective line items.

3. COST WORKSHEET

BIDS SUBMITTED WITHOUT THIS COST WORKSHEET MAY BE REJECTED.

4. IMPORTANT

a) The quantities indicated in the “Quantity” column (Column B) of Attachment A-1 – Cost Worksheet will be used solely for the purposes of evaluation and are not binding for the State. The awarded Contractor will be paid for actual quantities purchased by FTB. Only the “Unit Price” figures quoted by the Bidder shall be binding for the Three (3) Year Agreement term. The “Extended Price” and the “Evaluated Total Price” are not binding for the State.

NOTE: The sum of the orders placed by the State shall not exceed Thirty-Thousand Dollars ($30,000.00) per year (up to a total of $90,000.00 for the Three (3) Year term).

b) The total amount of this Agreement shall not exceed the amount identified on the Purchase Order (or amended purchase order, if applicable), including all applicable sales tax. There is no obligation on FTB’s part to utilize the entire Agreement amount.

c) Unanticipated Tasks will be billed at fixed prices quoted by the Contractor within the “Unit Price” column “Quantity” column (Column B) of Attachment A-1 – Cost Worksheet, and shall be binding for the Three (3) Year Agreement term. Unanticipated Tasks, the cost of which shall be a fixed price for goods or services, shall not exceed ten percent (10%) of the total Agreement value, including the value of Unanticipated Tasks.

B. PAYMENT PROVISIONS

STATE USE ONLY: Any changes made to these Payment Provisions by bidder may cause your quotation to be rejected.

1. PAYMENT PROVISIONS:

The State shall pay the awarded Contractor upon the FTB’s Contract Manager’s acceptance of the FTB ordered (and Contractor delivered) goods/services at the contracted prices specified in Attachment A1 - Cost Worksheet and in accordance with Attachment 1 – Cost Detail and Payment Provisions upon receipt of an undisputed itemized invoice submitted by Contractor. Invoices shall clearly reference the Agreement number and be mailed, in triplicate to:

Franchise Tax Board ATTN: Fiscal Accounting

NOTE: The sum of the orders placed by the State shall not exceed Thirty-Thousand Dollars ($30,000.00) per year (up to a total of $90,000.00 for the Three (3) Year term).

Unanticipated Tasks invoices shall be processed for payment upon the FTB Contract Manager’s acceptance of the FTB ordered (and Contractor delivered) goods/services at the contracted prices specified in Attachment A1- Cost Worksheet and in accordance with Attachment 1 – Cost Detail and Payment Provisions.

2. BUDGET CONTINGENCY CLAUSE: It is mutually agreed that if the Budget Act of the current year and/or any subsequent years covered under this Agreement does not appropriate sufficient funds for the program, this Agreement shall be of no further force and effect. In this event, the State shall have no liability to pay any funds whatsoever to Contractor or to furnish any other considerations under this Agreement and Contractor shall not be obligated to perform any provisions of this Agreement.

If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this program, the State shall have the option to either: cancel this Agreement with no liability occurring to the State or offer an Agreement Amendment to Contractor to reflect the reduced amount.

3. PROMPT PAYMENT CLAUSE: Payment will be made in accordance with and within the time specified in Government Code, Chapter 4.5 (commencing with Section 927).

4. TRAVEL AND EXPENSES: There is no travel or expenses associated with this Agreement. Notwithstanding the contract provisions, the State will not be responsible for the cost of travel, travel expense, per diem or travel time to bring contractor personnel to the agency site to commence work.

State of California Franchise Tax Board

RFQ FTB-2425-00323-003

ATTACHMENT 1 - COST DETAIL AND PAYMENT PROVISIONS

A.

ATTACHMENT 2 - SCOPE OF WORK

B. INTRODUCTION

This Agreement is entered into by and between the California Franchise Tax Board (hereinafter referred to as “FTB” or the “State”) and Contractor Name-TBD (hereinafter referred to as “Contractor”). Contractor agrees to provide peace officer uniform and related equipment and alteration services to authorized personnel within FTB’s Criminal Investigation Bureau (CIB). CIB is a law enforcement unit within FTB that investigates criminal violations of the Revenue and Taxation Code (RTC) and assists in prosecuting individuals who are non-compliant with their tax obligations.

C. DESCRIPTION OF WORK

Contractor shall provide uniforms and accessories (as needed by FTB) for approximately forty-three (43) full-time CIB employees. CIB employees who are new FTB hires/recruits will complete purchases before start of the police academy. All CIB employees will complete purchases on an as-needed basis.

Subsequent to Agreement award and upon the Contractor’s receipt of order from a CIB employee, Contractor shall provide exact items as specified in Attachment A1 – Cost Worksheet in accordance with the requirements specified in Attachment 5 – Patches and Layout and Attachment 6 – Academy Uniform Order List “Example.” Contractor shall not provide substitutes unless approved in advance by the FTB Contract Manager.

In addition, Contractor shall provide fitting and alteration services (as needed) for uniforms purchased by FTB. Fitting and alteration services include embroidery, sewing, heat sealing, etc. for placement of patches as indicated in Attachment 5 – Patches and Layout. Note: Patches and names (i.e., First initial, Last name) will be provided to Contractor by FTB.

D. AGREEMENT TERM

This Agreement will be for a Three (3) Year term. The anticipated term dates are May 1, 2025 (or upon the State’s approval, whichever is later) through April 30, 2028.

Consistent with the terms and conditions of the original Agreement, and upon mutual consent, the State may execute written amendments to this Agreement, if needed. At the State’s discretion, this Agreement may be amended for time, money, or both based on the rates herein. No verbal understanding or agreement not incorporated into the Agreement is binding on any of the parties.

E. RESPONSIBILITIES OF THE CONTRACTOR

Contractor is responsible for providing exact items as specified in Attachment A1 – Cost Worksheet in accordance with the requirements specified in Attachment 4 – Patch and Layout and Attachment 5 – Academy Uniform Specifications “Example” on ordering schedule determined by FTB and in accordance with the following requirements:

1. Physical Locations

a. Contractor shall have (or subcontract with) multiple physical store locations in Northern and Southern California that offers on-site sales and services for CIB employees. At least one (1) store location must be within a twenty-five (25) mile radius of the Sacramento Field Office. At least one (1) store location must be within a twenty-five (25) mile radius of the West Covina Field Office.

Field Office Locations

3321 Power Inn Rd, Ste 250

100 N Barranca St, Ste 500

Contractor’s Physical Locations

b. Contractor shall provide on-site fitting and tailoring services at the store locations for items purchased by CIB employees.

c. For on-site services, Contractor’s normal business hours shall be Monday through Friday, excluding holidays.

d. Uniform tailoring, patch placement, embroidery shall be provided within one (1) week (seven calendar days) of uniform purchase at a store location, or within three (3) weeks (twenty-one calendar days) for online web orders.

2. Uniforms and Equipment

a. Contractor shall have available in-store or online an assortment of police equipment, including but not limited to items listed in Attachment A1: Cost Worksheet.

b. Uniform sizes may range from Men’s size XS to 5XL and Men’s Tall M to Tall 5XL. If the uniform item is available in Women’s sizes/style, it may be provided in Women’s size XS to 3XL (for shirts) and Women’s size 2 to 50 (for pants). Women’s size may range Tall M to Tall 5XL for both shirts and pants.

c. The Contractor’s fees for alteration services shall be specified by the Contractor in their completed Attachment A1 – Cost Worksheet. The fees specified in the cost worksheet shall be a flat, fixed fee for all alterations including alterations for maternity uniforms and alterations for sizing of larger or smaller sizes.

d. Substitutions may be accepted by FTB if shade, color, quality, and appearance are equal in all respects to uniform items specified. If a substitution is proposed, a sample of the substitute item must be provided to the FTB Contract Manager. Samples will not be returned. FTB must approve any changes with the company that manufactures the uniforms to ensure that the color and style is acceptable. The contractor must not substitute any items without FTB Contract Manager’s prior approval.

3. Ordering

a. The Contractor may receive orders up to a month before new hires/recruits attend a police academy.

b. Contractor shall have purchases ready for pick up within a month when items are not in inventory.

c. Contractor shall document the FTB’s employee’s First and Last name, their work FTB field office name and location, type of uniform, equipment item, and quantities. This information must be verified by Contract Manager or Supervisor using Attachment 3 – CIB Order Form before the order is processed.

d. Contractor shall be informed by Contract Managers about funding availability. FTB will only be liable for costs up to and equal to Agreement’s total cost.

e. Contractor shall offer CIB employees a secure online ordering system (website) for placing online web orders for uniform and equipment. Only CIB users who are identified and approved by the FTB Contract Managers shall be able to place online orders. Users shall access the Contractor’s secure online ordering system through unique usernames and passwords.

4. Point of Contact

a. The Contractor will designate a single point-of-contact for the FTB Contract Manager to interface with during the term of this agreement and for contract management purposes.

F. WARRANTY AND MAINTENANCE

1. Warranty

a. Placement holder for Contractor’s warranty policy.

2. Maintenance

a. Contractor shall provide alterations and repairs of uniforms on an “as needed” basis and the flat fixed fees specified by the Contractor in their completed Attachment A1 – Cost Worksheet will apply.

G. RETURN/EXCHANGE POLICY

Placement holder for the Contractor’s return/exchange policy..

H. RESPONSIBILITIES OF FTB

1. FTB shall designate an FTB Contractor Manager for each Field Office to serve as the single point-of-contact for the Contractor to interface with during the term of this Agreement and for contract management purposes.

2. The designated FTB Contract Manager for each Field Office is the contact person to whom the Contractor’s communications may be addressed and who has the authority to act on behalf of FTB for all aspects of this engagement.

3. FTB shall designate a backup contact who can be contacted when FTB Contract Managers are unavailable to ensure communications are received.

4. FTB shall authorize each order using Attachment 3 – CIB Order Form to document staff’s information, delivery method, and items. This form shall be handed to Contractor for in-store purchases and uploaded for online purchases.

5. FTB shall submit a list of CIB employees who will be authorized users to place online orders.

6. FTB shall keep record of item quantities purchased and funding spent to ensure the Agreement’s total cost are not exceeded as noted in Attachment 1 – Cost Detail and Payment Provisions.

7. FTB shall notify Contractor when item quantity limits the Agreement ‘s total cost have been reached.

8. FTB shall only be liable for costs up to and equal to the Agreement’s total cost.

9. FTB shall provide patches to Contractor by employees during time of purchase and ahead of purchases by Contract Managers.

I. CANCELLATION

The State may exercise its option to terminate the Contract at any time with thirty (30) calendar days’ prior written notice. In the event of such termination, the State shall pay all amounts due to the Contractor for all goods/services accepted prior to date of notification of termination.

J. UNANTICIPATED TASKS

This Agreement may include Unanticipated Tasks, the cost of which shall be a fixed price and shall not exceed ten percent (10%) of the total Agreement value, including the value of the Unanticipated Tasks. Unanticipated Tasks shall include goods or services that are not specifically set forth in this Agreement, but which in the opinion of the State, are subsequently identified as in-scope and necessary to for the successful delivery of goods/services described in this Agreement. Prior to commencement of any work being performed or goods being received for Unanticipated Tasks, the FTB Contract Manager must complete (and the Contractor must receive) an approved FTB Work Authorization (refer to Attachment 4 – FTB Work Authorization “Sample”).

The costs for Unanticipated Tasks shall not exceed the cost per item specified in Attachment A1 – Cost Worksheet. FTB Work Authorizations for Unanticipated Tasks shall specify the quantity(ies) required to complete the work, multiplied by the item(s) unit cost(s) specified in Attachment A1 – Cost Worksheet. The State will release payment for any FTB Work Authorizations upon State’s acceptance of goods or services in accordance with the acceptance criteria set forth in the approved FTB Work Authorization, and in accordance with the payment provisions specified in Attachment 1 - Cost Detail and Payment Provisions.

1. It is understood and agreed by both parties to this Agreement that all of the terms and conditions of this Agreement shall remain in force, with the inclusion of any such FTB Work Authorization. Such FTB Work Authorization shall in no way constitute a new or separate contract. Nor shall such FTB Work Authorization in any way amend or supersede any of the other provisions of this Agreement.

2. All FTB Work Authorizations must be in writing and signed by the Contractor and the State prior to beginning work.

3. Each FTB Work Authorization shall consist of a detailed statement of the purpose, objective, or goals to be undertaken by the Contractor, the job classification or approximate skill level of the personnel to be made…