RFQ_UPD60723_Custom_Smocks.pdf

MALIA M. COHEN

California State Controller June 21, 2024

REQUEST FOR QUOTE (RFQ) UPD60723

TAILORED CUSTOM SMOCKS

Bidders are invited to review and respond to the State Controller's Office (SCO) Request for Quote (RFQ) Number UPD60723. To submit a bid for these services, the Bidder must comply with the instructions contained in this document as well as the requirements stated in Sample Agreement, Exhibit A, Scope of Work. By submitting a bid, the bidding firm agrees to the terms and conditions stated in this RFQ.

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

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

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

Bidders are advised to check the Cal eProcure website for addendums, modifications, and updates to the Bid documents. SCO is not responsible for failure of the prospective bidder to check for any bid document updates, changes, or answers to questions posted on Cal eProcure. Failure to check the website periodically will be at the Bidder’s sole risk.

If a discrepancy occurs between the information in the event appearing on the Department of General Services (DGS), California State Contracts Register (CSCR) on the Cal eProcure website:

https://caleprocure.ca.gov/pages/index.aspx, and the information in the herein RFQ, the information in the attached RFQ-ITS shall take precedence.

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

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

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

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/How-to-do-business-with-the-state-of-California https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/How-to-do-business-with-the-state-of-California https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/How-to-do-business-with-the-state-of-California https://caleprocure.ca.gov/pages/index.aspx https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language mailto:SCOBids@sco.ca.gov

State Controller’s Office RFQ Number UPD60723

TABLE OF CONTENTS

SECTION I. GENERAL INFORMATION

A. Description of Services B. Key Action Dates C. Written Questions and Answers D. RFQ Bid Guidelines E. RFQ Bid Content……………………………………………………………………….……………………5

1. Administrative Requirements

2. Bidder’s Minimum Qualifications

3. Licenses and Certifications

F. RFQ Bid Submission

SECTION II. EVALUATION INFORMATION

A. Evaluation Process B. Evaluation Criteria C. Award D. Tie Break Process

Attachment 1, Required Attachment Checklist Attachment 2, Bidder Certification Sheet Attachment 3, Contractor Point of Contact Attachment 4, Payee Data Record (STD 204) and Payee Data Record Supplement (STD 205)* Attachment 5, Bidder Declaration (Written) (GSPD-05-105) Attachment 6, Contractor Cerfication Clauses (CCC 04/2017) Attachment 7, Generative ArtificialIntelligence Disclosure & Fact Sheet (STD 1000)(01/2024) Attachment 8, Secretary of State Certification of Status* Attachment 9, Disabled Veteran Business Enterprises (DVBE) Declarations (DGS PD 843)* Attachment 10, Darfur Contracting Act Certification (DGS PD 1)* Attachment 11, Acknowledgement of Agreement Exhibits and Policies Attachment 12, Contractor/Consultant Organization Information Security Agreement (ISO-004c) Attachment 13, Cost Worksheet

Standard Agreement (STD 213) Exhibit A – Scope of Work Exhibit B – Budget Detail and Payment Provisions Exhibit B – Attachment 1, Cost Worksheet Exhibit C – General Terms and Conditions (GTC 4/2017)** Exhibit D – Special Terms and Conditions

*Submit only if applicable.

**Incorporated by reference only.

SECTION I. GENERAL INFORMATION

A. Description of Services

The Contractor shall provide State Controller's Office (SCO) with twenty-two (22) tailored custom smocks to SCO specifications in various sizes from small to 3XL.

See Sample Agreement, Exhibit A, Scope of Work (SOW) for a complete description of services.

Agreement Term

The term of this agreement will be for a period of six months with the option to amend to increase or decrease the number of smocks and to add funds, as deemed necessary by SCO. The rates on Attachment 14, Cost Worksheet will not change as a result of any amendment to this agreement. This agreement may be terminated by SCO with 30 days’ written notice to the Contractor.

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

Agreement Amount

The Contractor and the SCO Representatives are responsible for monitoring the Agreement cost to ensure it does not exceed the maximum of the Agreement without an executed amendment.

B. Key Action Dates

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

EVENT DATE

Release of RFQ June 21, 2024 Written Questions Submittal Deadline June 27, 2024: 2:00 p.m. PT* SCO Response to Written Questions July 3, 2024 Final Date for Bid Submission** July 9, 2024: 2:00 p.m. PT Evaluation of Bids July 9, 2024 – July 11, 2024 Anticipated Agreement Award Date July 11, 2024 Anticipated Agreement Start Date August 1, 2024

*Pacific Time

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

C. Written Questions and Answers

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

2. Questions must be received by the date and time specified in Section I. General Information, Item B.

Key Action Dates. Questions and answers will be provided without identifying the submitter. At the sole discretion of SCO, SCO may paraphrase questions for clarity.

3. The subject line of the email should read, RFQ UPD60723 Questions – Company Name.

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

5. Questions not submitted in writing by the date for Written Questions Submittal Deadline specified in

Section I. General Information, Item B. Key Action Dates, will be answered at SCO option.

6. Questions and Answers will be issued via an addendum to this RFQ and be posted to Cal eProcure by the date specified in Section I. General Information, Item B. Key Action Dates.

D. RFQ Bid Guidelines

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

2. It is the Bidder’s responsibility to provide all necessary information for SCO to evaluate the Bid, verify requested information, and determine the Bidder’s ability to perform the services defined in Sample Agreement, Exhibit A, Scope of Work and Attachment 14, Cost Worksheet.

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

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

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

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

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

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

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

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

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

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

E. RFQ Bid Content

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

This requirement is Mandatory Pass/Fail.

1. Administrative Requirements

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

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

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

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

2. Bidder’s Minimum Qualifications

The Bidder shall be a firm that has been in business at least three years within the last five years, routinely performing the type of services as those outlined in this IFB for other public or private entities.

3. Licenses and Certifications

a. The Bidder must provide copies of the licenses and certifications required to meet the Bidder’s minimum qualifications.

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

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

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

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

F. RFQ Bid Submission

1. Bidders must submit their bids in PDF attached to an email to SCOBids@sco.ca.gov by the date and time specified in Section I. General Information, Item B. Key Action Dates. All bids must be submitted in one email. Subject line must include the RFQ number, title, and be marked Bid:

a. Email must include the Bidder’s submission in PDF format with the subject line identifying the submission as BID – Company Name.

Bids must be formatted for 8 1/2” x 11” pages with all pages consecutively numbered, each required element clearly identified, and in the sequence presented in this RFQ. Include all necessary supporting documentation (i.e., licenses, certifications, etc.) necessary to validate the Bidder’s qualifications.

2. Email Requirements

a. Bidders must ensure that emails do not exceed a file size of 20 megabytes.

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

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

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

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

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

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

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

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

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

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

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

file://AD.SCONET.CA.GOV/Data/ADM/Group/Contracts%20and%20Procurement/Division%20Folders/INF-ISD%20-%20Infrastructure%20&%20Information%20Systems%20Division/Contracts/EINF90421%20Facility%20Security%20Maintenance%20for%20Sacramento/RFQ-ITS/Working%20Files/SCOBids@sco.ca.gov%20 mailto:SCObids@sco.ca.gov

8. All documents contained in the Bid requiring a signature must bear the original signature of a person authorized to bind the Bidder’s firm contractually. Electronic signatures will be accepted.

9. An error in the Bid may cause the rejection of the Bid; however, SCO may correct obvious calculation errors at its sole option. If corrected, the Bidder will be provided the correction for validation.

SECTION II. EVALUATION INFORMATION

A. Evaluation Process

Each bid will be checked for the presence of required information in conformance with the submission requirements of this RFQ. SCO evaluation team will evaluate each bid to determine its responsiveness to the requirements. The Bid must meet all of the evaluation criteria identified in Section II. Evaluation Information, Item B. Evaluation Criteria. If a bid is missing required information, it may be deemed not responsive and subject to disqualification. Further review is subject to SCO discretion.

Award of an agreement resulting from this RFQ will be to the responsive, responsible bidder with the lowest cost after application of any preference requirements or incentives as applicable.

B. Evaluation Criteria

The overall responsiveness of each bid is based on the complete bid from the Bidder to the RFQ requirements. The following four subsections and criteria will be reviewed by the SCO evaluation team:

1. Administrative Requirements (Pass/Fail)

Bids will first be reviewed for responsiveness to the Administrative Requirements identified in Section II. Evaluation Information, Item C. Scoring, to include all required attachments listed on Attachment 1, Required Attachment Checklist. If a bid is missing information required in the Administrative Requirements, it may be deemed nonresponsive, and will therefore be ineligible for further consideration.

2. Cost

Completion of Attachment 14, Cost Worksheet

C. Award

Each bid will be evaluated in accordance with this section. This agreement will be awarded based on the lowest cost.

D. Tie Break Process

In the event of a precise tie, if GC Section 14838(f) does not apply to the Bidders, a witnessed coin toss will be conducted by the Procurement Official. If a coin toss is needed, the Procurement Official will schedule and arrange for the coin toss and non-partisan witnesses, subsequently notifying the participating bidders of the outcome of the coin toss.

ATTACHMENT 1

REQUIRED ATTACHMENT CHECKLIST

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

A complete bid will consist of the required items identified below. Please initial in the “Submitted to SCO” next to each item that you are submitting to SCO. For your bid to be responsive, all required attachments must be returned. Further review is subject to SCO discretion. This checklist must be signed and returned with your bid package.

Requirement Description Submitted to SCO

Attachment 1 Required Attachment Checklist Attachment 2 Bidder Certification Sheet Attachment 3 Contractor Point of Contact

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

(STD 205)*

Attachment 5 Bidder Declaration (Written) (GSPD-05-105) Attachment 6 Contractor Certification Clauses (CCC 04/2017) Attachment 7 Generative Artificial Intelligence Disclosure & Fact Sheet

(STD 1000)(01/2024)

Attachment 8 Secretary of State Certification of Status* Attachment 9 Disabled Veteran Business Enterprise (DVBE) Declarations (DGS PD 843)*

Attachment 10 Darfur Contracting Act Certification (DGS PD 1)* Attachment 11 Acknowledgement of Agreement Exhibits and Policies Attachment 12 Contractor/Consultant Organization Information Security Agreement

(ISO-004c)

Attachment 13 Cost Worksheet Attachment 14 Copies of licenses and certifications required to meet the minimum qualifications.

Additional Requirement California Certified Small/Micro Business and/or DVBE Certification*

Additional Requirement

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

Additional Requirement Copy of valid Seller’s Permit

* Submit only if applicable.

Authorized Signature and Title Date

ATTACHMENT 2

BIDDER CERTIFICATION SHEET

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

1. Our all-inclusive cost is submitted as detailed in Attachment 14, Cost Worksheet and all required attachments are included with this certification sheet.

2. The Bidder shall be a firm that has been in business at least three years within the last five years, routinely performing the type of services as those outlined in this IFB for other public or private entities

3. The signature affixed hereon and dated certifies compliance with all the requirements of this bid document. The signature below authorizes the verification of this certification. An unsigned bidder certification sheet may be cause for rejection.

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

3. Address

Indicate your organization type:

4. Sole Proprietorship 5. Partnership 6. Corporation Indicate the applicable employee and/or corporation number:

7. Federal Employee ID No. (FEIN)

8. California Corporation No.

9. Indicate applicable license and/or certification information:

10. Bidder’s Name (Print) 11. Title

12. Signature 13. Date

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

a. California Small Business

Yes No If yes, enter certification number:

b. Disabled Veteran Business Enterprise Yes No If yes, enter your certification number below:

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

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

Completion Instructions for Bidder Certification Sheet

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

Item Numbers Instructions

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

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

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

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

7 Enter your federal employee tax identification number.

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

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

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

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

ATTACHMENT 3

CONTRACTOR POINT OF CONTACT

Complete and return this attachment with the Bid.

The contact person regarding this RFQ is:

Name & Title:

Address:

Phone Number:

Fax Number:

Cell Phone Number:

(optional)

Email:

If awarded an agreement, the Project Manager for services will be:

Address:

Phone Number: Fax Number:

Cell Phone

If awarded an agreement, direct all agreement inquiries to:

Phone Number: Fax Number:

Cell Phone

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

ATTACHMENT 4

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

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

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

*Only use Payee Data Record Supplement (STD 205) to provide a remittance address if different from the mailing address for information returns, or to make subsequent changes to the remittance address https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf

ATTACHMENT 5

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

All bidders must complete and sign the Bidder Declaration (Written) (GSPD-05-105) and include it with the Bid. When completing the declaration, bidders must identify all subcontractors proposed for participation in the Agreement. Bidders awarded an agreement are contractually obligated to use the subcontractors for the corresponding work identified unless SCO agrees to a substitution and it is incorporated by amendment to the Agreement.

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

ATTACHMENT 6

CONTRACTOR CERTIFICATION CLAUSES (CCC 04/2017)

https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC- 042017.pdf?la=en&hash=4DE3E4DC414511AE378794200BA43EBF91C758EE

ATTACHMENT 7

GENERATIVE ARTIFICIAL INTELLIGENCE DISCLOSURE & FACTSHEET (STD 1000) (01/2024)

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.

Bidders/Offerors must notify the State in writing if their solution or service includes, or makes available, any GenAI technology, including GenAI from third parties or subcontractors. The State has developed a GenAI Disclosure & Factsheet to be completed by the Bidder. Bidders must submit a completed STD 1000 - GenAI Disclosure and Factsheet with their bid to be deemed responsive.

Failure to disclose GenAI to the State and submit the STD 1000 - GenAI Disclosure and Factsheet will result in disqualification of the Bidder and may void any resulting contract. The State reserves its right to seek any and all relief it may be entitled to as a result of such non-disclosure.

Upon receipt of a Bidder STD 1000 - GenAI Disclosure and Factsheet 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.

STD 1000 Generative Artificial Intelligence (GenAI) Disclosure & Factsheet (ca.gov) https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std205.pdf https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/gspd05-105.pdf https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-042017.pdf?la=en&hash=4DE3E4DC414511AE378794200BA43EBF91C758EE https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-042017.pdf?la=en&hash=4DE3E4DC414511AE378794200BA43EBF91C758EE https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std1000.pdf

ATTACHMENT 8

SECRETARY OF STATE CERTIFICATION OF STATUS*

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

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

ATTACHMENT 9

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

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

ATTACHMENT 10

DARFUR CONTRACTING ACT CERTIFICATION (DGS PD 1)*

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

*Submit only if applicable.

NOTE: The fill and print forms are available at the links provided. Please email SCOBids@sco.ca.gov if you are unable to access the links provided. Attachments 4, 5, 6, and 7 must be submitted with the Bid.

https://bizfileonline.sos.ca.gov/ https://www.documents.dgs.ca.gov/dgs/fmc/gs/pd/pd_843.pdf https://www.documents.dgs.ca.gov/dgs/FMC/GS/PD/PD_1.pdf

ATTACHMENT 11

ACKNOWLEDGEMENT OF AGREEMENT EXHIBITS AND POLICIES

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

Exhibit Name Exhibit A – Scope of Work Exhibit B – Budget Detail and Payment Provisions Exhibit B – Attachment 1, Cost Worksheet.

Note: Attachment 14, Cost Worksheet to be inserted upon agreement award Exhibit C, General Terms and Conditions (GTC 04/2017) https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources- List-Folder/Standard-Contract-Language?search=general%20terms%20and%20conditions, Exhibit D, Special Terms and Conditions

The Bidder acknowledges their ability to meet the following as required in Exhibit A, Scope of Work:

• Bidder must provide insurance certificates immediately upon agreement award. See Exhibit D, Special

Terms and Conditions, Section A. Insurance Requirements for complete requirements.

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

Authorized Signature Date

Name of Contractor Firm

Name and Title (Please Print) https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language?search=general%20terms%20and%20conditions https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language?search=general%20terms%20and%20conditions

State of California—Controller’s Office Contractor/Consultant Organization Information Security Agreement ISO-004c (Rev. 2/15)

300 Capitol Mall, Suite 603 Sacramento, CA 95814 Form Contact Info. Ph: (916) 445-1720 Email: infosec@sco.ca.gov

Section 1 — Contractor / Consultant Organization Contact Information Contractor / Consultant Organization Name

Street Address City State Zip Code

Organization Contact Name Title Work Phone Work Email

Section 2 — SCO Contract / Agreement Administrator Information SCO Division SCO Contract / Agreement Administrator Name

Title Work Phone Work Email Address

Section 3 — SCO Information Security Terms And Conditions Contractors and consultants authorized to use SCO information assets shall comply with all applicable SCO administrative policy and information security standards, and the terms, conditions, and requirements stated on this agreement. The intent of this agreement is to comply with California State Administration Manual (SAM) requirements (Ref. SAM § 5305.8 (2) e (1) et.al) and statute.

General Terms and Conditions:

1. SCO information assets shall only be accessed or utilized for SCO authorized business purposes;

2. All SCO authorized organization employees or agents shall sign an SCO provided “Confidentiality and Non-Disclosure Acknowledgement” prior to being granted access to, or use of, SCO information assets;

Contractor / Consultant Organization Responsibilities The Contractor / Consultant organization listed in Section I of this agreement agrees to comply with, implement, enforce, and monitor compliance with the following requirements:

3. The organization shall ensure that only SCO authorized organization employees or agents utilize SCO information assets. The organization is solely responsible for ensuring that authorized employees or agents are not security risks, and upon the SCO’s request, the organization will provide the SCO with any information reasonably necessary for SCO to evaluate security issues relating to any authorized employee or agent;

4. The organization shall ensure that all authorized organization employees or agents understand and adhere to SCO administrative policy and information security standards;

5. The organization shall immediately notify the SCO of any changes or withdrawals of their employees or agents authorized by the SCO to access or utilize SCO information assets;

6. The organization shall ensure that SCO authorized organization employees or agents take all reasonable and appropriate measures to protect the confidentiality, integrity, and availability of SCO information classified as confidential or sensitive, or as requiring protection by state or federal statute;

7. The organization shall ensure that SCO authorized organization employees or agents take all reasonable and appropriate measures to protect the confidentiality, integrity and availability of SCO data processing resources, specifically;

a. The organization and its employees or agents shall only access the SCO’s information, network, and network resources through SCO managed data processing resources and network connections;

b. The organization and its employees or agents shall not change, modify, delete, or circumvent the configuration of any provided SCO owned or leased data processing equipment without written approval of SCO Information Systems Division management and the SCO Chief Information Security Officer (CISO) or CISO designee;

c. The organization and its employees or agents shall not change, modify, delete, or circumvent any SCO required authentication and authorization process without the approval of authorized SCO personnel. All authentication credentials are classified as confidential and must be protected as such;

d. The organization and its employees or agents shall not change, modify, remove, or circumvent any SCO required network security controls or protocols without written approval of SCO Information Systems Division management and the SCO Chief Information Security Officer (CISO) or CISO designee;

e. The organization and its employees or agents shall only utilize and access SCO managed electronic mail and Internet access services while utilizing SCO provided data processing resources or networks. No organization employee or agent shall connect to, or access, any non-SCO managed resource or service from within the SCO network or via any SCO data processing resource without the approval of SCO Information Systems Division management and the SCO Chief Information Security Officer (CISO) or CISO designee; and,

f. All organization data processing resources (e.g., PCs, notebooks, laptops, servers, USB and flash drives, etc.) and other equipment (e.g., cellular phones, personal digital assistants [PDAs], audio or image recorders, etc.) brought into SCO owned or leased facilities by the organization and its employees or agents must be approved by SCO Information Systems Division management and/or the SCO Chief Information Security Officer (CISO) or CISO designee. All organization data processing resources and other equipment must meet SCO information technology and information security acceptable use standards. The use of all organization data processing resources and other equipment must comply with SCO Information Security Standards. No organization data processing resources shall be connected to any SCO network or network resource.

8. The organization and its employees or agents shall immediately notify the SCO Information Security Office, SCO Information Systems Division, and the appropriate SCO contract /agreement administrator of any violation of SCO administrative policy or information security standards; or violation of terms, conditions, or requirements of this agreement; and any actual or suspected information security incident. Information security incidents include, but are not limited to, the following;

a. Theft, loss, damage, unauthorized destruction, unauthorized modification, or unintentional or inappropriate release of any SCO information classified as confidential or sensitive retained in electronic, paper, or any other medium;

b. Possible acquisition of notice-triggering personal information by unauthorized persons, as defined in California Civil Code 1798.29;

c. Deliberate or accidental distribution or release of personal information by the organization, its employee(s), or its agent(s) in a manner not in accordance with SCO administrative policy, SCO information security standards, or state or federal statute.

d. Inappropriate use or unauthorized access by the organization, its employee(s), or its agent(s). This includes actions of the organization, its employee(s), or its agent(s) that involve tampering, interference, damage, or unauthorized access to SCO information assets. This includes, but is not limited to, virus attacks, web site defacements, server compromises, and denial of service attacks;

ATTACHMENT 12

State Controller's Office

RFQ UPD60723

e. Theft, damage, destruction, or loss of SCO-owned data processing resources, including information technology (IT) equipment such as laptops, tablets, integrated phones, personal digital assistants (PDA), or any electronic devices containing or storing confidential, sensitive, or personal data;

and,

f. The use of any SCO information asset in the commission of a crime as described in the Comprehensive Computer Data Access and Fraud Act (Ref.

California Penal Code § 502).

Section 4 — Payment of Costs

9. Each party will be responsible for all costs incurred by that party under this Agreement, including, without limitation, costs for security controls, phone and connection charges, telecommunications equipment and personnel for maintaining any network connection.

10. Each party will be responsible for all costs incurred by that party as a result of any security incident that adversely affects the confidentiality and/or integrity of SCO information assets under this agreement, including, without limitation, all costs for incident management and costs for compliance with State and Federal Privacy laws and standards.

Section 5 — Disclaimer or Warranties

11. Neither party makes any warranties, expressed or implied, concerning any subject matter of this agreement, including, but not limited to, any implied warranties or merchantability and fitness for a particular purpose.

Section 6 — Limitation of Liability

12. The parties acknowledge that by reason of their relationship to each other hereunder, each will have access to certain information and materials

(“Confidential Information”) concerning the others’ technology and products that is confidential and of substantial value to that party, which value would be impaired if such information were disclosed to third parties. Should such Confidential Information be orally or visually disclosed, the disclosing party shall summarize the information in writing as confidential within thirty (30) days of disclosure. Each party agrees that it will not use in any way for its own account, except as provided herein, nor disclose to any third party, any such Confidential Information revealed to it by the other party. Each party will take every reasonable precaution to protect the confidentiality of such Confidential Information. Upon request by the receiving party, the disclosing party shall advise whether or not it considers any particular information or materials to be Confidential Information. The receiving party acknowledges that unauthorized use or disclosure thereof could cause the disclosing party irreparable harm that could not be compensated by monetary damages.

Accordingly each party agrees that the other will be entitled to seek injunctive and preliminary relief to remedy any actual or threatened unauthorized use or disclosure of such other party’s Confidential Information. The receiving party’s obligation of confidentiality shall not apply to information that: (a) is already known to the receiving party or is publicly available at the time of disclosure; (b) is disclosed to the receiving party by a third party who is not in breach of an obligation of confidentiality to the party to this agreement, which is claiming a proprietary right in such information; or (c) becomes publicly available after disclosure through no fault of the receiving party.

Section 7 — Term, Termination and Survival

13. This Agreement will remain in effect until terminated by either party. Either party may terminate this agreement for convenience by providing not less than thirty (30) days prior written notice, which notice will specify the effective date of termination. Either party may also terminate this Agreement immediately upon the other party’s breach of this Agreement. Sections 9, 10, 11, 12, 13, 15, and 16 shall survive any termination of this Agreement.

Section 8 — Term, Termination and Survival

14. Severability. If for any reason a court of competent jurisdiction finds any provision or portion of this Agreement to be unenforceable, that provision of the

Agreement will be enforced to the maximum extent permissible so as to affect the intent of the parties, and the remainder of this Agreement will continue in full force and effect.

15. Waiver. The failure of any party to enforce any of the provisions of this Agreement will not be construed to be a waiver of the right of such party thereafter to enforce such provisions.

16. Assignment. Neither party may assign this Agreement, in whole or in part, without the other party’s prior written consent. Any attempt to assign this Agreement, without such consent, will be null and of no effect. Subject to the foregoing, this Agreement is for the benefit of and will be binding upon the parties' respective successors and permitted assigns.

17. Force Majeure. Neither party will be liable for any failure to perform its obligations in connection with any Transaction nor do any document if such failure results from any act of God or other cause beyond such party's reasonable control (including, without limitation, any mechanical, electronic or communications failure) which prevents such party from transmitting or receiving any Documents.

Section 9 — Organization Acknowledgement On behalf of the organization referenced in Section I of this document I have read and understand the responsibilities stated above and will comply with the SCO administrative policies and information security standards referred to in this agreement. I acknowledge and agree to use SCO information assets in accordance with the terms outlined in this agreement. I understand that failure to comply with these responsibilities may result in immediate cancellation of authorization to use SCO data processing resources and information, or disciplinary action in accordance with applicable laws and regulations or civil and criminal prosecution in accordance with applicable statutes.

By signing this form, I am authorized to acknowledge the responsibilities of the organization referenced in Section I of this document to understand and agree to its contents and realize the penalties for non-compliance with its terms.

Approval Signatures Legal Signature Date

Return completed agreement with original signature to the SCO Information Security Office: Attn: Daniel Pere Chief Information Security Officer 300 Capitol Mall, Suite 603 Sacramento, CA 95814

One copy of this agreement should be retained by the responsible SCO Business Division Manager.

One copy of this agreement should be submitted to SCO : Attn:

300 Capitol Mall, Suite 1525 Sacramento, CA 95814

ATTACHMENT 12

RFQ UPD60723

ATTACHMENT 13

COST WORKSHEET

The amounts of services listed below are only estimates. SCO does not expressly or by implication agree that any amount of work will be guaranteed and reserves the right to omit portions of the work as may be deemed necessary. However, the actual costs bid below by the Bidder shall be binding by the Contractor for the term of the Agreement. Any amendments to the Agreement will adhere to these amounts.

Cost includes all labor, supplies, equipment, travel, per diem, parking fees, vehicle, taxes, insurance, licenses, permit fees, additional fees, and any other associated cost necessary to provide the contracted services. SCO will not pay for any costs not included in the Total Agreement Amount.

Deliverables Cost per Smock

Total Number of

Smocks Total Cost

Standard No Pocket Coat (Navy) Small (SF10NB2) $ 2 $

Standard No Pocket Coat (Navy) Medium (SF10NB3) $ 4 $

Standard No Pocket Coat (Navy) Large (SF10NB4) $ 8 $

Standard No Pocket Coat (Navy) Extra Large (SF10NB5) $ 4 $

Standard No Pocket Coat (Navy) 3Extra Large (SF10NB7) $ 4 $

Total Agreement Amount $

Exhibit A

SCOPE OF WORK

A. Description of Services

The Contractor shall provide the State Controller's Office (SCO) with twenty-two (22) tailored custom smocks to SCO specifications in various sizes from small to 3XL.

B. Agreement Term

The agreement term is for six months for one-time tailoring services. The rates in Exhibit B, Attachment 1, Cost Worksheet will not increase as a result of any amendment to this agreement. This agreement may be terminated by SCO with 30 days’ written notice to the Contractor.

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

Agreement Amount

The Contractor and the SCO Representatives are responsible for monitoring the Agreement cost to ensure it does not exceed the maximum of the Agreement without an executed amendment.

C. Contractor Responsibilities

The Contractor shall provide:

1. Twenty-two (22) Standard full length work coats (Size M: approximately 42” long)

a. Navy Blue

b. 100% spun polyester (approximately 6 to 7 ounces)

c. Short sleeves

d. No pockets

e. No side pass throughs

f. 3/8” stainless snaps

g. Plain smock/lab coat – No logo/embroidery needed

h. Sizes: (2) Small, (4) Medium, (8) Large, (4) Extra Large, (4) 3 Extra Large

2. All fabric, machinery, and materials necessary to perform the services described herein.

D. SCO Responsibilities

SCO shall provide the Contractor with:

1. The contact information for SCO divisional contacts or inquiries regarding this agreement.

2. Specific tailoring features to create product as needed.

E. Contacts

Exhibit A

1. The Project Representatives during the term of this agreement shall be:

State Controller’s Office – Unclaimed Property Division

Contractor

Name: Name:

Address: Address:

Phone: Phone:

E-mail: E-mail:

Unclaimed Property Division Name:

Phone:

E-mail:

2. The representative for agreement inquiries shall be:

Contracts and Procurement

Contractor

Name: Name:

Address: Address:

Phone: Phone:

Email: Email:

3. Contacts may be changed upon written notice to either party without an agreement amendment.

Exhibit B

BUDGET DETAIL AND PAYMENT PROVISIONS

A. Invoicing and Payment

1. For services satisfactorily rendered, and upon receipt and approval of the invoices, SCO agrees to compensate the Contractor for actual expenditures incurred in accordance with the rates specified in Exhibit B, Attachment 1, Cost Worksheet.

2. Invoices shall be submitted on the Contractor’s letterhead, not more often than monthly in arrears, and must include:

• The Agreement Number UPD60723

• Dates of Service(s)

• Description of Service(s) Provided

If submitting electronically, send one PDF copy to ADMAP@sco.ca.gov.

If invoices cannot be submitted electronically, please mail one copy to:

Departmental Accounting Office P.O. Box 942850

Sacramento, CA 94250-5877

Invoice inquiries: ADMAP@sco.ca.gov

B. 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, SCO shall have no liability to pay any funds whatsoever to the Contractor or to furnish any other considerations under this agreement and the 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, SCO shall have the option to either cancel this agreement with no liability occurring to SCO, or offer an agreement amendment to the Contractor to reflect the reduced amount.

C. 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. Payment to certified Small/Micro Businesses shall be made in accordance with and within the time specified in Chapter 4.5, Government Code 927 et seq.

mailto:ADMAP@sco.ca.gov mailto:ADMAP@sco.ca.gov

Exhibit B, Attachment 1

COST WORKSHEET

To be inserted upon award.

Exhibit C

GENERAL TERMS AND CONDITIONS

(GTC 04/2017)

Exhibit C, General Terms and Conditions (GTC 04/2017), may be viewed at internet site:

https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List- Folder/Standard-Contract-Language?search=general%20terms%20and%20conditions, shall be incorporated by reference only and made part of the Agreement as if attached hereto.

https://www.dgs.ca.gov/OLS/Resources/Page-Content/Office-of-Legal-Services-Resources-List-Folder/Standard-Contract-Language?search=general%20terms%20and%20conditions…