RFQ_No._132673_Packet.pdf

REQUEST FOR QUALIFICATIONS

PROJECT

RFQ 132673

Type A & B Master Plan

LOCATION

Joint Forces Training Base

11200 Lexington Drive Los Alamitos, CA 90720

RFI END DATE

September 9, 2026

12:00 P.M. (PT)

SUBMISSION DEADLINE

September 16, 2026

12:00 P.M. (PT)

CONTRACTING ADMINISTRATOR

Jordan Bernal

Jordan.bernal@cmd.ca.gov

Issued September 1, 2026 by

STATE OF CALIFORNIA

OFFICE OF THE ADJUTANT GENERAL

CALIFORNIA MILITARY DEPARTMENT

Purchasing and Contracting Branch 10601 Bear Hollow Drive, Box 12

Rancho Cordova, California 95670-6350

STATE OF CALIFORNIA Gavin Newsom, Governor

MILITARY DEPARTMENT

OFFICE OF THE ADJUTANT GENERAL

10601 Bear Hollow Drive Rancho Cordova, California 95670

IFB 132673 Table of Contents SECTION 1 Request for Qualifications (RFQ) (4 pages)

1. Introduction

2. Project Description (Brief Overview Only)

3. Contact & Questions

4. Statement of Qualifications Submission Deadline

5. Submission Requirements

6. Selection Process (Summary)

7. Special Programs

SECTION 2 Required Attachments Checklist (11 pages)

Enclosures:

A. Title 21 California Code of Regulations §§1300–1361 (6 pages) B. A&E SOW – Minimum Qualification Requirements Joint Force Training Base Los Alamitos (4 pages) C. Scope of Work - A&B SERVICES MASTER PLAN JFTB, LOS ALAMITOS (9 pages) D. Sample STD 213, Contract, and Exhibits for A&E Contracts (24 pages) *

*Enclosure D is an example only; however, it contains terms, conditions, and provisions that will remain in the final contract. The page count is subject to change in the final contract.

SECTION 1

Request for Qualifications (RFQ)

1. Introduction

a. The California Military Department (CMD) is requesting Statements of Qualifications (SOQs) from qualified firms to provide Architect-Engineer (A&E) Services for the Type A & B Master Plan for the Joint Forces Training Base (JFTB) in Los Alamitos, pursuant to Government Code §§4525–4529.5.

b. This procurement is a single-project A&E contract conducted under CMD’s adopted Qualifications-Based Selection (QBS) procedures and the Department of General Services (DGS) A&E regulations contained in Title 21 CCR §§1300–1361 (see Enclosure A), incorporated under Government Code §4526(b).

c. This RFQ is issued following CMD’s statewide announcement published in accordance with Title 21 CCR §1310.

d. The purpose of this RFQ is to obtain SOQs for evaluation and ranking based exclusively on professional qualifications.

e. CMD contracting oƯice headquarters, known as Joint Readiness Center, is located at: 10601 Bear Hollow Drive, Rancho Cordova, CA 95630.

2. Project Description (Brief Overview Only)

a. CMD intends to award one A&E contract to provide professional services such as design, studies, investigations, planning, reviews, analysis, cost estimating, specifications development, and other related architectural and engineering services.

b. Note: The detailed Scope of Work can be found in Enclosure C.

3. Contact & Questions

a. CMD will accept Requests for Information (RFIs) until:

September 9, 2026, 12:00 P.M. (PT).

b. No RFIs will be entertained after this deadline.

c. Written responses to all RFIs will be collectively compiled and posted to the Cal eProcure website (https://caleprocure.com/pages/index.aspx). It is the responsibility of the Firm to access the website for any changes or addenda that may be posted.

d. All RFIs must be submitted in email to:

Jordan Bernal, Contracting Administrator Email: jordan.bernal@cmd.ca.gov

e. All administrative and general questions shall be submitted to the Contract Administrator listed above.

4. Statement of Qualifications Submission Deadline

a. CMD will accept sealed Statement of Qualifications (SOQs) until:

September 16, 2026, 12:00 P.M. (PT).

Submitted to: CMD Contracting OƯice Submission method: All submissions shall be electronically submitted via email to PWC@cmd.ca.gov as a PDF file and shall include the above listed Contract Administrator as a copied recipient.

b. The subject line of the email must include: RFQ No. 132673 Type A & B Master Plan – JFTB.

c. Late submissions will not be considered.

5. Submission Requirements

a. Respondents shall fully complete and submit:

All items as outlined in SECTION 2 Required Attachments Checklist.

Statement of Qualifications: this shall be a direct response to the items detailed in the A&E SOW – Minimum Qualification Requirements Joint Force Training Base Los Alamitos (see Enclosure B).

Standard Form-330 (REV. 7/2021) Architect–Engineer Qualifications (Parts I and II)

b. What firms shall not submit:

No cover letters or marketing materials No cost, rate, or fee information (per Title 21 CCR §1315; fee negotiation occurs only with the highest-ranked firm)

c. All required documents must be submitted in PDF format unless otherwise specified.

6. Selection Process (Summary)

a. The grading criteria and weight distribution are detailed in Enclosure B in the document titles A&E SOW – Minimum Qualification Requirements Joint Force Training Base Los Alamitos.

b. SOQs will be evaluated according to legally required qualifications criteria set forth in Government Code §§4526–4527 and Title 21 CCR §1311.

c. CMD will conduct discussions with no fewer than three of the most qualified firms, in accordance with Title 21 CCR §1312.

d. Following discussions, CMD will rank firms in order of preference based solely on qualifications.

e. Fee / Price negotiation will be conducted sequentially starting with the highest-ranked firm, pursuant to Title 21 CCR §1315.

f. A complete description of the QBS evaluation and ranking process is provided in Section 6 – Qualifications-Based Selection Process of this RFQ.

g. CMD reserves the right to cancel this RFQ, reject any SOQs, or reissue this RFQ as necessary.

7. Special Programs

a. CMD encourages participation by California certified Small Business (SB) and Disabled Veteran Business Enterprise (DVBE) firms when practicable. While SB/DVBE status and subcontracting plans are not part of the qualifications-based evaluation process under Title 21 CCR §§1310–1315, CMD welcomes the inclusion of SB/DVBE firms within project teams and may review socioeconomic participation as part of contract compliance and reporting requirements following award. This RFQ's evaluation, discussions, ranking, and award will be conducted strictly in accordance with Title 21 CCR §1311 (professional qualifications criteria) and §1312 (discussion requirements).

SECTION 2

Required Attachments Checklist

Attachment Provided

(Y/N) Statement of Qualifications**

Standard Form‑330 (REV. 7/2021) Architect–Engineer Qualifications Form (Parts I and II) https://www.gsa.gov/reference/forms/architectengineer-qualifications

Firm Certification Sheet

Disabled Veteran Business Enterprise Declarations (DGS PD 843) * https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf

Bidder Declaration (GSPD-05-105) https://www.documents.dgs.ca.gov/dgs/fmc/GS/PD/GSPD05-105.pdf

Darfur Contracting Act Certification

Iran Contracting Act Verification Form * https://www.dgs.ca.gov//-/media/Divisions/PD/PTCS/OPPL/SCM/SCM- Link-Docs/Iran-Contracting-Act.pdf

Payee Data Record (STD 204) https://www.documents.dgs.ca.gov/dgs/FMC/PDF/Std204.pdf

Contractor Certification Clauses (CCC 04/2017) https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC- 042017.pdf

California Civil Rights Laws Attachment * https://www.documents.dgs.ca.gov/dgs/FMC/DGS/OLS004.pdf

Non-Collusion Affidavit

**All documents above are provided as either attachments or via hyperlinks except for the Statement of Qualifications which shall be provided by each firm.

*If applicable

Standard Form 330

All firms must fully complete the Standard Form‑330 (REV. 7/2021) Architect–Engineer Qualifications (Parts I and II) and include it with the submission.

The Standard Form‑330 (REV. 7/2021) is available at the following website:

https://www.gsa.gov/reference/forms/architectengineer-qualifications

THE REST OF THIS PAGE IS BLANK

Firm Certification Sheet

This Firm Certification Sheet must be filled in, signed and returned along with all the documents listed in the "required attachments" as an entire package duplicate with original signatures/electronic signature.

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

3. Address

Email Address Indicate your organization type:

4. ☐ Sole Proprietorship

5. ☐ Partnership

6. ☐ Corporation

6a. ☐ L.L.C. Limited Liability 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. Firm’s Name (Print) 11. Title

12. Signature 13. Date:

14. Are you certified with the Department of General Services, Office of Small Business and DVBE Certification as:

California Small Business Enterprise Disabled Veteran Business Enterprise

Yes ☐ No ☐ Yes ☐ No ☐

If yes, enter certification number: 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 OSBCR, if an application is pending:

Disabled Veteran Business Enterprise Declarations (DGS PD 843)

Firms who are disabled veteran (DV) owner(s) and DV manager(s) of a Disabled Veteran Business Enterprise must complete Disabled Veteran Business Enterprise Declarations (DGS PD 843) when a DVBE Contractor or subcontractor will provide materials, supplies, services or equipment and include it with the submission.

The DGS PD 843 Disabled Veteran Business Enterprise Declarations form can be found at:

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

Bidder Declaration Form (GSPD-05-105)

All firms must complete the Bidder Declaration Form (GSPD-05-105) and include it with the submission.

The Bidder Declaration Form can be found at:

https://www.documents.dgs.ca.gov/dgs/fmc/GS/PD/GSPD05-105.pdf

Darfur Contracting Act Certification

Pursuant to Public Contract Code section 10478, if a bidder or proposer currently or within the previous three years has had business activities or other operations outside of the United States, it must certify that it is not a "scrutinized" company as defined in Public Contract Code section 10476.

Therefore, to be eligible to submit a bid or proposal, please complete only one of the following three paragraphs (via initials for Paragraph # 1 or Paragraph # 2, or via initials and certification for Paragraph # 3):

1. We do not currently have, or we have not had within the previous three Initials years, business activities or other operations outside of the United States.

OR

2. We are a scrutinized company as defined in Public Contract Code section Initials 10476, but we have received written permission from the Department of General Services (DGS) to submit a bid or proposal pursuant to Public Contract Code section 10477(b). A copy of the written permission from DGS is included with our bid or proposal.

OR

3. We currently have, or we have had within the previous three years, business activities or other operations outside of the United States, but Initials we certify below that we are not a scrutinized company as defined in + certification Public Contract Code section 10476.

below

CERTIFICATION For# 3.

I, the official named below, CERTIFY UNDER PENALTY OF PERJURY that I am duly authorized to legally bind the prospective proposer/bidder to the clause listed above in # 3. This certification is made under the laws of the State of California.

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

YOUR BID OR PROPOSAL WILL BE DISQUALIFIED UNLESS YOUR BID OR PROPOSAL INCLUDES

THIS FORM WITH EITHER PARAGRAPH # 1 OR# 2 INITIALED OR PARAGRAPH# 3 INITIALED AND

CERTIFIED.

Iran Contracting Act Verification Form

Firms must complete the Iran Contracting Act Verification Form Attachment and include it with the submission.

The Iran Contracting Act Verification Form Attachment is available at the following website:

https://www.dgs.ca.gov//-/media/Divisions/PD/PTCS/OPPL/SCM/SCM-Link-Docs/Iran-Contracting-Act.pdf

Payee Data Record (STD 204)

All firms must complete the Payee Data Record (STD 204) and include it with the submission.

The Payee Data Record (STD 204) is available at the following website:

https://www.documents.dgs.ca.gov/dgs/FMC/PDF/Std204.pdf

Contractor Certification Clauses (CCC 04/2017)

All firms must complete the Contractor Certification Clauses form (CCC 04/2017) and include it with the submission.

The Contractor Certification Clauses Form (CCC 04/2017) is available at the following website:

https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-042017.pdf

California Civil Rights Laws Attachment

All firms must complete the California Civil Rights Laws Attachment and include it with the submission.

The California Civil Rights Laws Attachment is available at the following website:

https://www.documents.dgs.ca.gov/dgs/FMC/DGS/OLS004.pdf

Non-Collusion Affidavit

TO BE EXECUTED BY Firm

STATE OF CALIFORNIA

County of____________

The undersigned declares:

I am the ___________________of_________________________________________, the party making the foregoing bid.

The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on ___________, at ____________________________, ____.

Date City State

Signature

ENCLOSURE A

CALIFORNIA CODE OF REGULATIONS

TITLE 21. PUBLIC WORKS

DIVISION 1. DEPARTMENT OF GENERAL SERVICES

CHAPTER 1. DIVISION OF THE STATE ARCHITECT

SUBCHAPTER 4. SELECTION PROCESS FOR PRIVATE ARCHITECTURAL AND ENGINEERING

FIRMS

ARTICLE 1. GENERAL PROVISIONS

§ 1301. Definitions

As used in these regulations:

(a) "Firm" has the same meaning as the term under Government Code section 4525, subdivision (a).

(b) "Director" is the Director of General Services.

(c) "Department" is the Department of General Services.

(d) "Architectural and engineering services" shall include architectural, landscape architectural, engineering, environmental, and land surveying services, construction project management, and environmental services as defined in Government Code section 4525, subdivisions (d), (e), and (f). Services may include incidental or ancillary services logically or justifiably performed in connection therewith.

(e) "Project" means a retainer project or specific project, as follows:

(1) "Retainer Project" means a project involving a general architectural and engineering services subject matter where targeted specific projects are unknown at the time of contracting.

(2) "Specific Project" means a project as defined in Public Contract Code section 10105 and reasonably related to architectural and engineering services involving a single subject matter at one or more sites known at the time of contracting and a readily identifiable targeted outcome known at the time of contracting.

DIVISION 1. DEPARTMENT OF GENERAL SERVICES

CHAPTER 1. DIVISION OF THE STATE ARCHITECT

ARTICLE 2. PROCEDURES FOR PROCURING SERVICES

§ 1310. Publication of Announcement, Request for Qualifications, and Retainer Contracts

(a) The Department may solicit and enter into specific project contracts to accomplish each specific project and/or solicit and enter into retainer project contracts to accomplish retainer projects. Unless a specific project is to be accomplished by amendment to an existing retainer contract, the Department shall make a statewide announcement of each specific project through publication of the project announcement in respective professional societies utilizing one or more of the following options: (1) in a construction journal or other appropriate publications; (2) through electronic communications media which support bulletin boards or Internet web sites that have demonstrated statewide accessibility and are regularly maintained at established addresses by professional organizations which are representative of the services to be procured. The Department shall solicit each retainer project contract by the same method.

(b) The announcement shall include information describing the project, a Department contact for obtaining the request for qualifications and the due date, time and location for submission of the statement of qualifications. The announcement may also identify the criteria upon which the award will be made.

(c) The Director shall disseminate the request for qualifications to those firms responding to the statewide announcement. The request for qualifications shall include a description of the project, the criteria upon which the award shall be made, the due date, and statement of qualifications submission and contract requirements.

(d) Each specific project included in a retainer contract shall not exceed the cost limit identified in Public Contract Code section 10105. If a specific project would be substantially jeopardized by any delay in initiation or performance that would result in substantial waste

DIVISION 1. DEPARTMENT OF GENERAL SERVICES

CHAPTER 1. DIVISION OF THE STATE ARCHITECT

of state resources, the Director or Deputy Director may waive the cost limit of that specific project by written finding detailing the basis for the urgency and the potential waste avoided.

§ 1311. Establishment of Criteria

The Director shall establish criteria which will comprise the basis for selection for each project which shall include such factors as professional excellence, demonstrated competence, specialized experience of the firm, education and experience of key personnel, staƯ capability, workload, ability to meet schedules, principals to be assigned, nature and quality of completed work, reliability and continuity of the firm, location, professional awards and other considerations deemed relevant. Such factors shall be weighted by the Director according to the nature of the project, the needs of the State and complexity and special requirements of the specific project.

§ 1312. Selection Process

After expiration of the period stated in the publications, the Director shall evaluate statements of qualifications and performance data on file in the Department. The Director shall conduct discussions with no less than three firms regarding anticipated concepts and the relative utility of alternative methods of approach for furnishing the required service.

From the firms with which discussions are held, the Director shall select no less than three, in order of preference, based upon the established criteria, who are deemed to be the most highly qualified to provide the services required. If three qualified firms that could provide the required service cannot be found, a full explanation including names and addresses of firms and individuals requested to submit qualifications must be entered in the Department's files.

DIVISION 1. DEPARTMENT OF GENERAL SERVICES

CHAPTER 1. DIVISION OF THE STATE ARCHITECT

§ 1313. Estimate of Value of Services

Before any discussion with any firm concerning fees, the Director shall cause an estimate of the value of such services to be prepared. Such estimate shall be, and remain, confidential until award of contract or abandonment of any further procedure for the services to which it relates. No award shall be made which would exceed the estimate by 10%

§ 1314. Abandonment of Estimate

At any time the Director determines the State's estimate to be unrealistic due to rising costs, special conditions, or for other relevant considerations, the Director may require that the estimate be reevaluated.

§ 1315. Negotiation

The Director shall attempt to negotiate a contract with the best qualified firm. Should the Director be unable to negotiate a satisfactory contract with the firm considered to be the most qualified at fair and reasonable compensation, negotiations with that firm shall be terminated. The Director shall then undertake negotiations with the second most qualified firm. Failing accord, negotiations shall be terminated. The Director shall then undertake negotiations with the third most qualified firm. Failing accord, negotiations shall be terminated. Should the Director be unable to negotiate a satisfactory contract with any of the selected firms, the Director may select additional firms in the manner prescribed and continue the negotiation procedure.

DIVISION 1. DEPARTMENT OF GENERAL SERVICES

CHAPTER 1. DIVISION OF THE STATE ARCHITECT

§ 1330. Emergency

Where the Director makes a finding that the public health, safety, or welfare would be adversely aƯected in a significant way because insuƯicient time exists within which to implement the foregoing procedure to secure necessary services, the Director may negotiate a contract for such services without the necessity of following such procedure, or any part thereof.

§ 1341. Amendments

In instances where the State eƯects a necessary change in the project during the course of performance of the contract, the firm's compensation may be adjusted by mutual written agreement in a reasonable amount where the amount of work to be performed by the firm is changed from that which existed previously in the contemplation of the parties.

§ 1351. Contracting in Phases

Should the Director determine that it is necessary or desirable to have a given project performed in phases, it will not be necessary to negotiate the total contract price in the initial instance, provided that the Director shall have determined that the firm is best qualified to perform the whole project at reasonable cost, and the contract contains provisions that the State, at its option, may utilize the firm for other phases and that the firm will accept a fair and reasonable price for subsequent phases to be later negotiated, mutually agreed upon and reflected in a subsequent written instrument. The procedure with regard to estimates and negotiation shall otherwise be applicable.

DIVISION 1. DEPARTMENT OF GENERAL SERVICES

CHAPTER 1. DIVISION OF THE STATE ARCHITECT

§ 1361. Small Business Participants

The Director shall endeavor to provide to all small business firms who have indicated an interest in receiving such, a copy of each announcement for projects for which the Director concludes that small business firms could be especially qualified. The Director shall assist firms in attempting to qualify for small business status. A failure of the Director to send a copy of an announcement to any firm shall not operate to invalidate any contract.

Statutory Authorities cited

Authority cited: Section 4526, Government Code.

Reference: Sections 4526, 4527 and 4529.12, Government Code; and Article XXII, California Constitution, Sections 1-2.

DGS Regulations formally adopted by California Military Department pursuant to Gov. Code, § 4526(b): “a state agency may use the procedures adopted by the Department of General Services until the agency adopts their own procedures by regulation.”

ENCLOSURE B

A&E SOW – Minimum Qualification Requirements Joint Force Training Base Los Alamitos

Facilities & Infrastructure Planning & Programing

Joint Forces Head Quarters, California 10601 Bear Hollow Dr

Rancho Cordova, Ca 95670

Author: Lt Col Nathan T Gano

JFTB Master Plan Study – Request for Qualifications (RFQ)

Mandatory Minimum Qualifications

1. Purpose: The following mandatory minimum professional qualifications establish the baseline competency required for firms proposing to perform the Joint Forces Training Base (JFTB) Master Plan Study. These requirements are project-specific, objective, and evaluated on the following scoring criterion and weighting.

2. Mandatory Minimum Professional Qualifications

2.1 Professional Licenses and Required Responsible Charge

2.1.1 The firm must hold all licenses necessary to perform A&E planning and engineering services in the State of California.

2.1.2 Provide services under the responsible charge of California-licensed Architects or Engineers appropriate to each discipline required for the Master Plan Study.

2.2 Minimum Specialized Experience

2.2.1 The firm must demonstrate completion of at least three (3) installation-scale master plans, comprehensive planning studies, or military-facility planning projects within the past five (5) years.

2.2.2 Experience must include multi-disciplinary planning (land use, facilities, utilities, transportation, environmental constraints, capital investment strategy).

2.2.3 At least one (1) project must involve Department of Defense, Department of Military, or National Guard facilities.

2.3 Key Personnel Qualifications Firms must identify the following personnel and demonstrate minimum qualifications:

2.3.1 Project Manager: Minimum 10 years’ professional planning or A&E experience

2.3.2 Responsible charge on two (2) comparable master planning or military planning efforts

2.3.3 Lead Planner / Architect / Engineer (discipline-specific):

2.3.4 Maintains all required California licenses

2.3.5 Minimum 5 years’ experience in installation planning, campus planning, or facility master plan development

2.4 Capacity & Schedule Compliance

2.4.1 Firm must demonstrate the ability to: begin work within 10 business days of NTP

2.4.2 Deliver all required products within the schedule provided in the SOW

2.4.3 Support concurrent stakeholder engagement, data gathering, and analysis tasks

2.5 Past Performance (Objective)

2.5.1 Firm must provide documentation showing satisfactory performance on at least two

(2) similar contracts, demonstrated through: CPARS, or Past client letters verifying:

schedule compliance, quality of deliverables, and cost control

2.6 Location & Locality Knowledge (Minimum Standard)

2.6.1 Firm must demonstrate either: A staffed office within 120 miles of JFTB Los Alamitos or Documented experience with California National Guard installations within the past five years.

execution.

2.7 Insurance, Registrations, and Compliance

2.7.1 Firm must maintain professional liability insurance

2.7.2 General liability insurance

2.7.3 Workers’ compensation insurance

2.7.4 Valid SAM.gov registration (if federal funds apply)

2.7.5 All CMD security, access, and data-handling compliance capabilities

3. Evaluation Weights

3.1 Instructions to Evaluation Panel

1. Score each factor from 1 to 10, based on documented qualifications.

2. Multiply the score by the assigned weight.

3. Add all weighted scores to determine the firm’s Total QBS Score.

4. Highest total score = most qualified firm for negotiation.

5. Maintain written record showing justification for each score.

Section 1 — Professional Qualifications Weight: 25.5 Evaluate:

• Firm’s professional licenses

• Responsible charge (CA Architect/Engineer)

• Qualifications of principals and key staff

• Professional excellence and credentials Score (1–10):

Weighted Score (score × 19.5):

Section 2 — Specialized Experience & Technical Competence Weight: 22.5

Evaluate:

• Installation master planning experience

• DOW / National Guard facility planning background

• Technical competence across required disciplines (utilities, land use, airfield, circulation, environmental)

• Demonstrated capability relevant to JFTB Master Plan scope

Weighted Score (score × 19):

Section 3 — Capacity to Perform / Staffing & Workload Weight: 15 Evaluate:

• Adequacy of proposed staff

• Availability during performance period

• Current workload and ability to support CMD

• Internal project management capacity

Weighted Score (score × 13):

Section 4 — Past Performance Weight: 13.5 Evaluate:

• Quality of prior work

• Cost control and adherence to budget

• Schedule performance

• Management of multiple concurrent contracts

• Government past performance ratings (CPARS, PPQ, etc.)

Weighted Score (score × 12.5):

Section 5 — Location & Local Knowledge Weight: 12 Evaluate:

• Proximity to JFTB Los Alamitos

• In-state presence

• Knowledge of local planning requirements, environmental constraints, utilities, and stakeholders

Weighted Score (score × 12):

Section 6 — Past Performance with California National Guard Weight: 11.5 Evaluate:

• Experience with CA ARNG / CA ANG installations

• Familiarity with CMD processes, facility inventory, ISR, and State DPW standards

Weighted Score (score × 11.5):

ENCLOSURE C

SCOPE OF WORK

TYPE A&B SERVICES

MASTER PLAN

JFTB, LOS ALAMITOS

17 SEPTEMBER 2026

PART I: GENERAL REQUIREMENTS:

A. Responsibility: The Architect & Engineer (A&E) shall furnish sufficient technical, supervisory, and administrative personnel to ensure the expeditious accomplishment of the work specified in this Statement of Work (SOW). Additionally, the A&E shall furnish all services, materials, supplies, equipment, investigations, studies, and travel required in connection with this SOW.

B. Direction: The A&E shall accept directions only from the California National Guard State Contracting Officer or the duly authorized Contract Manager (CM). Requests or desires of the Users or Using Agency made directly to A&E will be immediately brought to the attention of the CM. Any changes to the project scope or other provisions of this SOW must be authorized in writing by the Contracting Officer.

C. Coordination: In performance of the work, the A&E shall provide the following:

1. Meeting/Phone Records: The A&E shall prepare a written record of each site visit, meeting, or conference, either telephonic or in person, and shall furnish this record within five working days to the CM with copies to all parties involved. The written record will include the subject, the names of participants, an outline of discussion, and recommendations or conclusions reached.

2. Annotating Review Comments: After submittal of the draft Master Plan (MP) package, the A/&E will be furnished review comments from the various reviewers and concerned agencies involved in the review process. If the A&E disagrees technically with any comment and does not intend to comply with it, he shall clearly outline, with ample justification, the reasons for noncompliance prior to the comment review meeting. The A&E shall furnish the disposition of all comments in writing. The disposition will clearly indicate the specific actions to be taken in response to each comment. Merely stating “concur” or “will comply” is not considered an adequate indication of actions taken. The A&E will be required to submit the final MP package incorporating any accepted review comments. The master planning effort concludes with the delivery of the final MP.

Subsequent stages of design (type C services) specifically excluded from this scope.

3. Needs List: The A&E shall furnish to the Contract Manager, with copies furnished to all parties involved, a “needs list”. This list will:

a. Itemize master planning data required by the A&E to advance the work in a timely manner.

b. Include a description of the action item, name of the individual or agency responsible for satisfying the action item, and remarks as appropriate.

c. Be maintained on a continuous basis with satisfied action items checked off and new action items added as required.

d. Initially be submitted to the CM for items, criteria, or topics of discussion desired to be gathered or addressed during the MP effort. The status of action items will be reviewed periodically (if required due to outstanding items) by telephone conference call between the Project Manager, Contract Manager, and A&E.

D. Dissemination of Information: The A&E shall furnish hard copies and electronic copies of all instructions, manuals, and other documents pertaining to master planning requirements to all consultants (if any) to ensure a completely coordinated MP document.

E. Site Information: The A&E shall be provided with copies of existing CAARNG prepared site survey/topographic drawing(s) and photographic aerial survey overlay(s) no later than 15 days after Notice to Proceed (NTP). Other information, if required, will be furnished during the on-site survey process.

PART II: PROJECT SPECIFIC REQUIREMENTS:

A. Project Description: The purpose of this planning effort is to develop a Master Plan (MP) for the CAARNG Joint Forces Training Base Los Alamitos (JFTB). It is a 1,319-acre enclave. The intent of the master planning effort is to develop a long-term development vision and strategy for the installation in the context of most effective and efficient use of the property. As such, a broad site development suitability analysis will be conducted to ascertain the ultimate development capacity of the property. Issues that the master planning effort will address include, but are not necessarily limited to, long-range facility development vision and strategy, surrounding area influences, access, Anti-Terrorist / Force Protection issues, circulation, military vehicle and Privately Owned Vehicle (POV) parking, and related environmental considerations.

B. Scope of Work: The purpose of this Master Plan is to deliver the six required UFC 2-100-01 components: Vision Plan, Installation Development Plan (including Area Development Plans), Installation Planning Standards, Long-Range Component Plan, Capital Investment Strategy, and Executive Summary.

C. Criteria:

1. Project Criteria: The master planning effort will comply with UFC 2-100-01, Installation Master Planning (Change 2, March 19, 2025), and be supplemented by NGR 210-20, Real Property Development Planning for the Army National Guard, and NG Pam 415-12, Army National Guard Facilities Allowances. Other project-specific and National Guard criteria shall be incorporated as appropriate.

2. Installation Criteria: NG Pam 415-12, dated January 2015. The A&E shall acquire and use this information during the conduct of the MP process.

PART III: MASTER PLANNING REQUIREMENTS

A. Project Initiation: The Planning Team will begin the project with an initial orientation meeting with all project team members consisting of the following MP objectives:

1. Develop Vision Plan, Installation Development Plan (including Area Development Plans), Installation Planning Standards, Long-Range Component Plan, Capital Investment Strategy, and Executive Summary.

2. Determine the basis of planning and the drivers for the master plan, including guiding principles, goals and objectives, development suitability, and gross level requirements program.

3. Concept development, including formulation and evaluation of conceptual development options, delineation of evaluation criteria, resulting in the selection of a preferred development option.

4. Preparation and documentation of the draft and final master plan, including a phasing and implementation strategy, lease actions, and property acquisition/disposal if appropriate and relevant.

5. Provide Installation partial boundary survey and selective topography.

B. Visioning:

1. Visioning is essential to develop a shared and detailed understanding of the goals and objectives for Joint Forces Training Base Los Alamitos (JFTB). It will provide preliminary understanding and definition of critical issues that could potentially impact the project’s outcome. The visioning process will include interviews and input sessions with key CAARNG stakeholders, staff and other identified parties. The team will review any previous documents, studies, planning data and pertinent information to establish internal and external planning baselines.

2. During the visioning phase the Planning Team will conduct an on-site master planning charrette to gain input, reaffirm goals and objectives, and develop a vision for the MP.

3. The Planning Team will develop appropriate survey instruments and methodologies for gathering perspectives, which will allow for the understanding of short and long-term needs (5 – 50 years), while also identifying a long-range vision and corresponding goals.

The planning team will conduct work sessions, site visits, and meet with key stakeholders from the CAARNG, DPW, Facilities and Engineering, DOL, Safety, Aviation and Base AT/FP elements and other state agencies entities, service providers, and regulatory agencies as required. This may include the local/community planners.

C. Program Development/Requirement Analysis: The master planning work sessions will identify gross-level facility requirements and develop conceptual project descriptions for priority needs at JFTB. These conceptual projects will provide macro-level analysis of space allowances, siting options, and mission justification. Deliverables will include conceptual descriptions and supporting graphics sufficient to inform future DD Form 1390/91 development.

D. Data Collection: The Planning Team will collect site conditions information in the following categories:

1. Boundary survey, coordinates, and legal description.

2. Digital base map in Micro Station format compatible with ePRISMS input with all plan metric information, including building footprints, roadways, sidewalks, pedestrian pathways, topographic contours, significant vegetation and tree masses, and any operational setback criteria.

3. Aerial photography and/or satellite imagery.

4. Utilities systems, supply, capacities and easements (including any conservation easements).

5. Building conditions.

6. Surrounding area road network and area land use

7. Applicable zoning ordinances.

8. Hydrology studies (wetlands delineations or national wetlands survey, streams and water bodies identified).

9. Vegetative coverage, including habitat definition.

10. Environmental studies or management plans.

11. Agency agreements (as applicable).

12. Subsurface conditions (soils and geologic).

13. Cultural resources (designated historic structures or sites and archaeological features if applicable.

14. Legal issues.

15. Airfield layout and safety clearances including airfield plan and aircraft parking plans.

16. Airspace planning considerations, including any Joint Land Use agreements.

E. Site Analysis: The A&E will conduct an analysis of the existing conditions of the property during a site visit in order to define the development suitability of the property. Constraints to development will be identified; as well as opportunities that can be capitalized upon. The development suitability analysis will result in a definition of buildable areas based on delineation of areas that are suitable for development, unsuitable for development, and suitable for development with restrictions. The following are variables that will be inventoried and analyzed at a macro level:

1. Transportation network, circulation, access and parking.

2. Utilities systems (water, sewer, electric, gas, storm sewer, and all easements).

3. Evaluate and analyze the cost benefits of having a central plant.

4. Facilities and age.

5. Open space and natural areas, greenways.

6. Pedestrian circulation including access to local retail stores.

7. Visual and aesthetic conditions.

8. Vegetation and habitat areas.

9. Topography and slope.

10. Hydrology and drainage.

11. Subsurface conditions.

12. Environmental considerations.

13. Surrounding area influences.

14. Signage, lighting and site elements.

15. Cultural/archeological resources/historic considerations.

16. Outdoor fitness and recreation facilities.

17. Security/fire protection systems to include compound interconnectivity during periods of high threat and AT/FP considerations.

18. Post maintenance and engineering functions.

19. Storage and warehouse functions.

20. Airfield planning considerations (beyond specific facilities)

F. Determine the Basis of Planning and Master Plan Drivers: The basis of planning and MP drivers will be an outgrowth of the visioning, existing conditions analysis, and needs/requirements identification. Identification of planning opportunities and constraints will lead to more detailed planning objectives. CAARNG aspires to develop a highly functional, state-of-the-art installation. Planning objectives will be organized into categories such as program development, circulation and parking, airfield operations, force protection, visual image and character, and sustainability principles.

G. Concept Development:

1. The A&E will provide a series of concept development alternatives to accommodate future programs on the existing site. Conceptual development options will reflect future program needs with respect to existing site conditions, including constraints and opportunities. Concept alternatives will explore variations in land use relationships, circulation and access, airfield pavement configuration and facility development.

2. The A&E will facilitate the process for the collaborative development of evaluation criteria and assure that each option is evaluated against such criteria. A preferred alternative will be selected and documented as part of the master plan. Conceptual development scenarios will begin with a benchmark or ideal condition on which particular scenario viability can be tested. Each option will be analyzed based on the mission, guiding principles, as well as a comparative analysis of constraints, density, functional fit, economics, adjacency requirements, utility and building services, and construction feasibility. The team will collaboratively identify the conceptual option scenario that best meets CAARNG requirements. The Planning Team will work with CAARNG to conduct a public meeting to provide an overview of the MP.

3. The A&E will facilitate the process of developing the Installation Development Plan will include Area Development Plans (ADPs) for at least the cantonment, airfield, and training range districts. Each ADP will address siting, circulation, utilities, AT/FP, and phasing at the district scale, consistent with UFC 2-100-01 requirements.

H. Preparation and Documentation of the Master Plan:

1. The A&E will provide an MP that defines a clear, optimized course of action incorporating all information collected and developed during the previous phases of work described above, and will include the following sections:

a. Vision Plan: Statement of goals, objectives, and planning vision; overall opportunities/constraints maps; framework plan; and future development plan.

b. Installation Development Plan (IDP): Includes Area Development Plans, regulating plans, illustrative plans, capacity analysis, and supporting graphics.

c. Installation Planning Standards (IPS): Installation-specific planning and design standards for facilities, circulation, utilities, AT/FP, and sustainability.

d. Long-Range Component Plan (LRP): Framework for long-term (20+ year) development scenarios and capacity analysis.

e. Capital Investment Strategy (CIS): Prioritized project list with order-of-magnitude costs, phasing, and funding strategy.

f. Executive Summary: Concise summary of the master plan vision, priorities, and implementation strategy.

2. The A&E will develop an MP representing future planning direction within which facilities are identified and sited in a land use framework. Supporting documentation should include component or element plans as a subset to an organized planning system that accommodates immediate as well as long-term growth requirements.

Drawings, plan illustrations and sketch 3-D models will be used to illustrate the facilities master plan. Such master plan components will include:

a. Land Use Plan

b. Circulation Plan

c. Facilities Development Plan

d. Utilities Systems Concept Plan

e. Open Space Plan

f. Security (AT/FP) Plan

g. Phasing and Implementation Plan

3. The A&E will develop an implementation strategy that identifies master plan phasing and associated order-of-magnitude estimates of cost for the steps of the implementation.

The Planning Team will also consider growth and change dynamics, identifying critical relationships to the master plan assumptions. The dynamics of the planning process will be reviewed as impacted by economic, social and physical constraints. The goal is to deliver a dynamic process rather than a static end-product that, when fully developed, will allow for continued adaptation and incorporation of new information. This will allow CAARNG to continue to manage its growth in an orderly and coherent fashion well beyond the involvement of the planning team.

a. The master plan phasing shall identify the phasing implications of the MP to assure that all facilities are developed in an appropriate and timely manner.

b. The order-of-magnitude estimated costs shall be based on the Project Planning Document Charrette (PPDC) documents provided by CAARNG and other identified FYDP projects already established/current projects and developed from the Program Development/Requirement Analysis phase of this project. In addition, the A/E will provide order of magnitude costs for ancillary building, demolition, site, and/or engineering system projects associated with the master plan. These costs will be provided in correlation to the phasing strategy with associated illustrations to clarify the phases. However, this will not negate the CAARNG having to develop further authorization documents, prepare additional DD Forms 1390/91 or conduct a PPDC to establish the complete requirement for these proposed projects at Camp Roberts and to prepare the detailed DD Forms 1390/91.

I. Master Plan Deliverables:

1. Partial boundary survey and topography survey.

2. The Master Plan document will describe the process used in the development of the overall plan and establishing an implementation schedule with associated costs for the development.

3. The Master Plan drawings Micro Station format compatible with ePRISMS input will be in colored graphic form, which can be used as a freestanding exhibit, or to produce a slide show and/or video presentation. The plan drawings will indicate:

a. Illustrative Master Plan drawn to scale

b. Conceptual building footprints

c. AT/FP measures

d. Vehicular and pedestrian circulation and service access zones

e. Utilities systems concept

f. Development phasing plans

g. Existing conditions analysis maps

PART IV: PROJECT SCHEDULE AND SUBMITTALS:

A. Submittal Requirements: The A&E shall provide the following submittals for review by the CAARNG and Contracting Officer: Draft MP Document Submittal and Final MP Document Submittal. Electronic versions shall be in PDF format to include an electronic editable version, written on CD for distribution

B. Submittal Schedule: The following schedule shall be adhered to after award of the task order.

Conduct project kick-off and data collection meeting. Conduct assessment of data collection with CAARNG for vision and program requirements validation.

o 15 Calendar Day from NTP

Conceptual development alternatives work sessions to explore conceptual development options.

o 90 Calendar Days

Summary Basis of Planning Document Submittal confirming/validating vision, program needs and existing conditions/development suitability.

o 120 Calendar Days

Anticipated completion date for Contracting Officer/CAARNG review of Summary

Document to include CAARNG selection of preferred option.

o 90 Calendar Days

Draft MP Document Submittal.

o 30 Calendar Days

Final MP Document Submittal.

o 60 Calendar Days

The delivery dates specified above are delivery dates to all addresses. The A/E shall plan his work to permit mailing by routine mail service; however, one-day mail services shall be used whenever necessary to meet the above schedule.

C. Contract Completion: Since the A/E may be required to furnish advice subsequent to the final submittal, all work and services to be performed under this Task Order will be completed in 405 Calendar Days.

Type C Inspection and Testing Services: N/A

May be negotiated later.

Required products.

Scope timeline is set for 405 Calendar days. Scope will include preparation of final drawings, specifications, environmental permitting and cost estimate. All designs must follow Army National Guard Design, DG 415-4, Training Site Facilities Design Guide and DG 415-5, General Facilities Information Design Guide and California Building Code.

All deliverables will be in two (2) copies mailed to 10601 Bear Hollow Drive, Box 18, Rancho Cordova, CA 95670. Three (3) additional copies of the 100% B III Final Design will be provided 10601 Bear Hollow Drive, Box 18 Rancho Cordova, CA. 95670. All deliverables will be emailed as PDF to Project Manager.

END OF SCOPE

ENCLOSURE D

2. The term of this Agreement is:

Exhibit A

Scope of Work (SOW)

Insert Addendum, SOW, Tec Specs, Drawing HERE

Exhibit B

Budget Detail & Payment Provisions and Contractor Proposal

IDIQ Contract # «Event_Project_Name»

«Location_City» SA «Contract_Number»

EXHIBIT B

BUDGET DETAIL AND PAYMENT PROVISIONS

1. Invoicing and Payment

a. For services satisfactorily rendered, and upon receipt and approval of the invoices, the State agrees to compensate «Contractor» for services provided. Contractor shall be reimbursed $«Award_Amount» for completing «Event_Project_Name» services at «Location_Name».

b. The total amount of this Agreement shall not exceed «Award_Amount», unless amended in writing and signed by both parties.

c. Progress Payments are authorized during the performance of work.