STATE OF CALIFORNIA - DEPARTMENT OF GENERAL SERVICES

STANDARD AGREEMENT

STD 213 (Rev. 04/2020)

AGREEMENT NUMBER

P2570006(SAMPLE)

PURCHASING AUTHORITY NUMBER (If Applicable)

SCO ID: 3600-P2570006 (SAMPLE)

1. This Agreement is entered into between the Contracting Agency and the Contractor named below:

CONTRACTING AGENCY NAME

California Department of Fish and Wildlife

CONTRACTOR NAME

To Be Determined (TBD)

2. The term of this Agreement is:

START DATE

Upon California Department of Fish and Wildlife Approval

THROUGH END DATE

June 30, 2026

3. The maximum amount of this Agreement is:

TBD

4. The parties agree to comply with the terms and conditions of the following exhibits, which are by this reference made a part of the Agreement.

Exhibits Title Pages

Exhibit A Scope of Work 5

Exhibit A, Attachment

Table 1. Short- and Long-Term OREHP Success Criteria 2

Exhibit B Budget Detail and Payment Provisions 3

Exhibit C* General Terms and Conditions (GTC 02/2025) *

Exhibit D Additional Provisions 10

Items shownwith anasterisk (*), are hereby incorporated by reference andmadepart of this agreement as if attachedhereto.

These documents can be viewed at https://www.dgs.ca.gov/OLS/Resources

INWITNESSWHEREOF, THIS AGREEMENTHAS BEENEXECUTEDBY THE PARTIES HERETO.

CONTRACTOR

CONTRACTOR NAME (if other than an individual, state whether a corporation, partnership, etc.)

To Be Determined (TBD)

CONTRACTOR BUSINESS ADDRESS

(TBD)

CITY

(TBD)

STATE

(TBD)

ZIP

(TBD)

PRINTED NAME OF PERSON SIGNING

(TBD)

TITLE

(TBD)

CONTRACTOR AUTHORIZED SIGNATURE DATE SIGNED

SAM

PLE

STATE OF CALIFORNIA - DEPARTMENT OF GENERAL SERVICES

STANDARD AGREEMENT

STD 213 (Rev. 04/2020)

AGREEMENT NUMBER

P2570006(SAMPLE)

PURCHASING AUTHORITY NUMBER (If Applicable)

SCO ID: 3600-P2570006 (SAMPLE)

STATE OF CALIFORNIA

CONTRACTING AGENCY NAME

California Department of Fish and Wildlife

CONTRACTING AGENCY ADDRESS

P.O. Box 944209

CITY

Sacramento

STATE

CA

ZIP

94244

PRINTED NAME OF PERSON SIGNING

Amy Mowrer

TITLE

Branch Chief, Business Management Branch

CONTRACTING AGENCY AUTHORIZED SIGNATURE DATE SIGNED

CALIFORNIA DEPARTMENT OF GENERAL SERVICES APPROVAL EXEMPTION (If Applicable) SCM Volume 1, Section 4.04 (A)(2)

California Department of Fish and Wildlife Agreement Number: P2570006 Exhibit A – Scope of Work Contractor: To Be Determined (TBD)

(Version 05/2024)

1. Introduction of Services

The Contractor agrees to provide the California Department of Fish and Wildlife (CDFW) workshop and meeting facilitation services in accordance with the specifications, terms, and conditions contained herein.

2. Location of Services

The services will be performed at the Contractor’s business location:

To Be Determined (TBD)

3. Service Schedule

The services will be provided between standard business hours, except on holidays. The Contractor will be required to obtain agreement, in writing, from the CDFW Contract Manager for any changes to the service schedule.

4. Project Officials

CDFW Project Officials Contractor Project Officials

Contract Manager Project Director Name: Valerie Taylor Name: To Be Determined (TBD) Phone: 562.681-2650 Phone: (TBD) Email: Valerie.taylor@wildlife.ca.gov Email: (TBD) Address: 3030 Old Ranch Parkway, Suite 400 Seal Beach, CA 90740

Address: (TBD)

Direct all inquiries to: Direct all inquiries to:

CDFW – Marine Region Name: Valerie Taylor Name: (TBD) Address: 3030 Old Ranch Parkway, Suite 400 Address:

(TBD)

Seal Beach, CA 90740 Phone: 562.681-2650 Phone: (TBD) Email: Valerie.taylor@wildlife.ca.gov

Email: (TBD)

Either party may make changes to the Project Officials by giving written notice to the other party. Said changes will not require an amendment to this Agreement.

mailto:Valerie.taylor@wildlife.ca.gov

5. Scope of Work

A. Background and Objectives

Background:

The Ocean Resources Enhancement and Hatchery Program (OREHP) was created by the California Legislature in 1983 (Fish and Game Code Sections 6590-6598) to determine if hatchery-released marine finfish can enhance stocks of wild species through increased hatchery production of fish and to monitor fisheries to assess hatchery contributions. The California Department of Fish and Wildlife (CDFW) administers the OREHP with the assistance of a 10-member Ocean Resources Enhancement Advisory Panel (OREAP). CDFW and OREAP also receive guidance regarding program research activities from a Scientific Advisory Committee (SAC). The goal of the OREHP is to enhance populations of marine finfish species important to California for their sport and commercial fishing value.

CDFW contracts with Hubbs-SeaWorld Research Institute (HSWRI) to culture juvenile white seabass for the ORHEP. HSWRI owns and operates the marine fish hatchery (Leon Raymond Hubbard, Jr., Marine Fish Hatchery). The primary function of the hatchery is to provide juvenile white seabass to growout facilities operated by volunteer organizations and HSWRI. HSWRI has also developed the culture protocols required for the program and assessment techniques required to evaluate the impact of hatchery-reared fish on the wild fishery.

In 2017, California Sea Grant (CASG) completed a multi-year evaluation of the OREHP to determine if the program had been a successful and cost-effective tool for white seabass enhancement and management. The evaluation report (CASG 2017) concluded that while the OREHP had significantly contributed to the scientific understanding of marine enhancement science, it had not substantially increased the abundance of legal-sized white seabass. The evaluation report did not make a recommendation as to whether the OREHP should continue; however, it did include objective-specific and program-wide recommendations. These recommendations led to the development of a comprehensive public information-gathering project to obtain stakeholder feedback on the OREHP, which was coordinated by CASG and the University of Florida (UFL).

In 2024, CASG and UFL completed their OREHP Stakeholder Engagement and Visioning Process project. The project was a three-phased, two-year long, comprehensive public information-gathering process to obtain stakeholder input to develop clear and shared goals for the OREHP, as well as success criteria and options for future development. Overall, stakeholders were supportive of the OREHP, with support rooted in stewardship ethic and the OREHP’s contributions to research, conservation, and community participation. Stakeholders identified five broad goal components and criteria to consider when judging OREHP success: (1) contributions to research, (2) population/fisheries enhancement, (3) education and engagement, (4) fisheries and ocean management, and (5) transparent governance. Stakeholders also expressed support for broadening the OREHP (i.e., elevating activities that contribute to other goal components and further integrating the program with broader fisheries, environmental, and societal initiatives while maintaining hatchery and enhancement efforts). Additionally, the report provides examples of criteria for OREHP success for both short and long-term goals that are reflective of the outcomes of the stakeholder participatory process.

With the OREHP Stakeholder Engagement and Visioning project completed, the OREHP now needs to develop both short and long-terms goals and success criteria that are reflective of the outcomes of the stakeholder participatory process. To develop these goals and success criteria, CDFW is planning an in-person workshop with the OREAP, SAC, and HSWRI to ensure that these goals and success criteria are scientifically sound and realistic. CDFW will need assistance with a facilitator to help plan and facilitate the workshop/meetings, ensuring that everyone participates and that the goals and objectives of the workshop/meetings are completed. The goals and objectives of the workshop will be to (1) define/draft long-term outcomes and success criteria and associated short-term actions based off Table 1 (Exhibit A, Attachment 1) in the OREHP Stakeholder Engagement and Visioning Process project, and (2) establish subcommittees and workplans for each short-term action plan, including roles, responsibilities, budget, and timelines.

Objectives:

A joint OREHP-SAC workshop to develop recommendations on long-term outcomes, success criteria, and associated short-term actions and budget needs. Workshop and/or subsequent meeting(s) will establish subcommittees and workplans for each short-term action plan, including roles, responsibilities, budget, and timelines.

B. Work to be Performed

1. The Contractor will provide the following services:

a) Deliverable 1: The Contractor will facilitate one in-person workshop and one or two subsequent virtual Microsoft Teams meetings, if needed, with SAC and OREAP members and HSWRI staff, in partnership with CDFW. The one or two subsequent meeting(s) with CDFW, HSWRI, OREAP, and SAC, if needed, will be virtual over Microsoft Teams to wrap up any loose ends from the in-person workshop. This meeting(s) will be held within two months of the in-person meeting, depending on CDFW, OREAP, HSWRI, and SAC availability. All workshops and meetings will be open to the public to attend and will comply with the Bagley Keene Open Meeting Act.

b) Deliverable 2: The Contractor will work with CDFW staff in developing workshop and meeting materials that are ADA compliant and comply with the Bagley Keene Open Meeting Act. Materials will include an agenda, timeline/schedule, talking points, presentations, and other documents as needed.

c) Deliverable 3: The Contractor will provide a note-taker, who will work with CDFW in finalizing a copy of the minutes for the in-person workshop and subsequent Microsoft Teams meeting(s).

d) Deliverable 4: The Contractor will follow-up with CDFW staff after workshop/meetings and will provide a written summary that will include next steps to ensure continued progress of the workshop/meetings goals and objectives.

6. Contractor Minimum Qualifications/Requirements

A. The Contractor must have experience working with government agencies, non-government organizations (NGOs), community groups, fishing organizations and industry representatives, researchers, and the aquaculture industry.

B. The Contractor must have experience in facilitation techniques, conflict resolution, and group dynamics.

C. The Contractor must have the ability to synthesize complex information and guide multistakeholder discussions towards shared understanding.

D. The Contractor must have done similar types of service with CDFW within the past 24 months.

E. The Contractor must be physically located in California.

F. The Contractor must have an educational background in the following areas:

• biology and Marine Ecology

• marine policy

• environmental management law and regulation

• collaboration, negotiation, and facilitation

G. The Contractor must have demonstrated experience in convening multidisciplinary scientific review panels on marine resource topics.

H. The Contractor must have demonstrated experience in convening multistakeholder advisory bodies, devising ground rules and effective meeting procedures and guiding them to broad-based agreement.

I. The Contractor must have demonstrated experience working closely with CDFW staff in convening and guiding stakeholder bodies to constructive recommendations.

J. The Contractor must have recent experience in the past 15 months working directly with CDFW staff and liaising with the Fish and Game Commission staff.

K. The Contractor must have a track record of effective collegial collaboration with CDFW staff.

L. The Contractor must have experience developing reflective articles and reports summing up deliberations among stakeholders on sustainable fisheries and other marine resources topics

7. Insurance Requirements

The Contractor will be required to maintain the following insurance coverage throughout the duration of this agreement and must supply proof of coverage upon request by CDFW.

Insurance must be in accordance with the Exhibit D CDFW Additional Provisions.

A. Commercial General Liability (limits not less than $1,000,000 per occurrence with a

$2,000,000 annual policy aggregate).

B. Automobile Liability (limits not less than $1,000,000 combined single limit per accident)

C. Workers Compensation and Employers Liability (limits of $1,000,000 are required. The waiver of subrogation endorsement must also be provided).

The above policies must each be endorsed to include “the State of California, its officers, agents and employees as additional insured but only with respect to work performed under the Contract”.

Table 1. Short- and long-term OREHP success criteria Examples of short-term (by 2027) and long-term success criteria that are reflective of the outcomes of the stakeholder participatory process. The examples of details and the long-term criteria are based on stakeholder suggestions and may not be complete or feasible. Final decisions about criteria and the details within are made by OREHP leadership.

Short-term criteria Long-term criteria

Research: Transparent and openly accessible research discoveries Build off of 40 years of research producing hatchery White Seabass and integrate traditional knowledge to continue advancing science and technology while striving for improved survival and enhancement (can be aspirational).

● Hatchery, growout, and post-release monitoring approaches are co-assessed, modified, agreed upon, and address priority challenges (CASG 2017)

○ Survival determination methods

○ Broodstock genetics methods

○ Tagging/tracking methods

○ Genetics methods

○ Growout practices

○ Hatchery practices

● Improved understanding of the methodological and environmental influences on post-release survival and stock enhancement rates

● Accurate survival and enhancement rates based on several rigorous approaches (tags, genetics, acoustics)

● Improved understanding of the appropriate variability and types of genetic diversity of broodstock and associated influences

● Rigorous genetic (parentage, contribution) estimates

● Improved understanding of methodological and environmental influences on the health and survival of fish in growout

● Improved understanding of the drivers of efficient, healthy and low-impact hatchery production

● A regularly updated set of research priorities informed by the discoveries and challenges of the previous priorities (demonstration of adaptive research)

Enhancement: Adaptive enhancement strategies that focus on assessment and learning De-emphasize achievement of enhancement targets, and focus on responsible and adaptive practices including integration of traditional knowledge, monitoring to produce sufficient data to evaluate all stages of stock enhancement, evaluation, and response to evaluation findings

● Responsible hatchery production is maintained (e.g., minimal environmental impacts, disease outbreaks, fish health conditions)

● Responsible genetic diversity management is maintained (e.g., maintenance of broodstock genetic variability)

● Science-based enhancement targets are defined for White Seabass (rates that contribute to the fishery but do not cause genetic harm to the wild stocks; can be an aspirational target)

● Enhancement stages most in need of new information/ data and evaluation (e.g., post-release) are prioritized

● A plan for an improved fish head collection and scanning process (i.e., more efficient process, more participants)

● Improved post-release survival and stock enhancement rates or an understanding of and response to a lack of improvement

● Effective genetic diversity management: no genetic impacts to the wild stock, appropriate levels and types of broodstock genetic variability

● Optimized hatchery production: Maximum production of healthy, genetically diverse fish

● Hatchery production methods are scalable to production-driven operations

● Improved fish head collection and scanning process (i.e., more efficient process, more participants)

Education & Engagement: Broad and inclusive education and engagement of the public Strengthen, expand, and make more inclusive education and engagement through co-development and implementation of efforts involving volunteers of all ages, youth, early career, underrepresented, underresourced, and Indigenous people

● Communications strategy for development and outreach of consistent messaging

● Data and information sharing plan allowing for equitable

● Messaging about the OREHP is consistent, coordinated and/or agreed upon

● OREHP research materials and discoveries and other

Exhibit A, Attachment 1

Short-term criteria Long-term criteria access to information while making allowances for partners to publish findings before public release

● Inclusive engagement plan for inclusive community engagement & access to opportunities including relationship building with TEK, BIPOC and NGO entities and assessments of effectiveness)

● All-ages education strategy for co-development and hosting of STEM literacy content and activities for the public and students, including assessments of effectiveness (e.g. education/training in youth fishing, K-12 fish rearing and stocking, public stock enhancement, fisheries ecology and conservation, and environmental conservation) information and products generated are equitably available, accessible to and used by current and future potential users

● OREHP research, enhancement, education, and management partners and audiences include a meaningful proportion of TEK, BIPOC and NGO groups

● Increased number, type and location of education programs for all ages

● Improved literacy in STEM, stock enhancement and fishing fields among education audiences

Fisheries & ocean management: integration with fisheries and ocean management Ensure Program priorities, practices, and outputs are integrated with fisheries and ocean management

● Fisheries management integration strategy for integrating OREHP activities, data, resources and/or people with stock assessment and other fisheries management efforts (e.g., use of data on otoliths, biometrics, landings to supplement assessments and FMPs)

● Environmental management integration strategy for integrating OREHP resources and outputs and those of other ocean management efforts (e.g., habitat restoration and management, water quality, climate change resilience plans)

● OREHP activities, resources and/or information contribute to updates of the White Seabass stock assessment

● OREHP activities, resources and/or information contribute to other fisheries management and ocean management plans and efforts

● Community and cross-agency partnerships are in place to integrate with other fisheries and ocean management efforts

● Increased White Seabass fisheries landings due to contributions of data, resources and insights that inform management practices leading to healthy fish stocks/populations

Governance: Transparent and inclusive governance Ensure coordinated leadership, transparent and more inclusive and diverse decision-making and adaptive management

● Program governance and inclusivity plan that defines roles, responsibilities and processes for inclusively and collaboratively leading and supporting the OREHP

● SAC positions reflect the expertise needed to broaden the OREHP (e.g., expertise in TEK, fisheries science, stewardship & community science, science communication, education & social science research, ocean management)

● Cost-benefit or feasibility assessment strategy to guide economic, biological and social cost-benefit assessments of new Program directions

● Adaptive management plan including a process for data/information collection, assessment and response to assessment outcomes for all Program elements

● Fiscal plan for broadening the Program’s objectives in a scenario of current funding levels and identification of sources to supplement funding (e.g., stakeholders suggested an increase in Ocean Enhancement Validation fees, expanding Ocean Enhancement Validation extent, grants)

● An inclusive Program governance team with strong core leadership and coordination by CDFW and diverse and well-supported advisory committees and major partners

● Governance team includes meaningful representation of TEK, BiPOC and NGO groups

● The probability of economic, biological and social success of OREHP research and enhancement directions is clearly demonstrated

● An adaptive management strategy is underway with enough information and data to assess each element of the OREHP, completed assessments and demonstrated actions resulting from assessment outputs (e.g., shifts in research directions to address remaining uncertainty or new challenges, redirection of resources filled gaps)

Exhibit B – Budget Detail and Payment Provisions <Insert Contractor Name>. Contractor: To Be Determined (TBD)

(Version 01/2024)

1. INVOICING AND PAYMENT

A. For services satisfactorily rendered, and upon receipt and approval of the invoice(s), the State agrees to compensate the Contractor for actual expenditures incurred in accordance with the rates specified herein.

B. The Contractor will be paid lump sum in arrears, upon submission of an invoice, which properly details all charges, expenses, direct and indirect costs. Invoices must be submitted to:

Contract Manager: Valerie Taylor

CDFW Region / Division: Marine Region

Email: Valerie.taylor@wildlife.ca.gov

C. The invoice will be forwarded to the California Department of Fish and Wildlife

(CDFW) Accounting Claims Section by the CDFW Contract Manager. Payment of any invoice will be made only after receipt of a complete, supported, documented, and accurately addressed invoice. All invoices must be approved by the Contract Manager.

D. The invoice must contain the following information:

1. The word “Invoice” in a prominent location at the top of the page(s)

2. Printed name of the Contractor

3. Business address of the Contractor including P.O. Box, City, State, and Zip Code

4. Name of the CDFW Region/Division being billed (see section 1.B. above)

5. The date of the invoice and the time period covered

6. The agreement number upon which the claim is based

7. An itemized account of the services for which the CDFW is being billed. Include all of the following:

a. The time period covered by the invoice, i.e., the term “from” and “to”

b. A description of the services performed

c. The method of computing the amount due based on a fixed amount or lump sum method. Upon satisfactory performance, the State agrees to pay the Contractor on a lump sum basis for all work described herein for the total specified amount.

d. The total amount due. This should be in a prominent location in the lower right-hand portion of the last page and clearly distinguished from other figures or

Exhibit B – Budget Detail and Payment Provisions <Insert Contractor Name>. Contractor: To Be Determined (TBD) computations appearing on the invoice; the total amount due must include all costs incurred by the Contractor under the terms of this agreement; and

e. The original or verified electronic signature of the Contractor (not required of established firms or entities using preprinted letterhead invoices).

8. The Contractor agrees to accept payment only in the form of a warrant issued by the California State Controller’s Office (SCO). No other payment method will be made in the payment of these invoices.

2. CONTRACT WRITTEN PRIOR TO APPROVAL OF THE BUDGET ACT

A. It is mutually understood between the parties that this Agreement may have been written prior to approval of the Budget Act for the mutual benefit of both parties in order to avoid program and fiscal delays.

B. This Agreement is valid and enforceable only if sufficient funds are made available by the Budget Act for the Fiscal Year(s) involved for the purposes of this program. In addition, this Agreement is subject to any additional restrictions, limitations, or conditions enacted by the Legislature and contained in the Budget Bill or any statute enacted by the Legislature which may affect the provisions, terms, or funding of this Agreement in any manner.

C. 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 will be of no further force and effect. In this event, the State will have no liability to pay any funds whatsoever to the Contractor or to furnish any other considerations under this Agreement and the Contractor will not be obligated to perform any additional provisions of this Agreement.

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

3. ADVANCE PAYMENTS, ASSEMBLY BILL 590

A. Advanced payments (not exceeding 25% of contract amount) may be authorized by the State to community based private nonprofit agencies that satisfy the minimum requirements outlined in Government Code 11019.3 (c)(2)(A)(i-viii).

B. The private nonprofit agency must demonstrate status in good standing under Section 501(c)(3) of the Internal Revenue Code, provide supporting documentation, and receive approval from the CDFW Contract Manager.

C. Advanced payment funds must be deposited into a federally insured account in the Contractor’s name that provides the ability to track interest earned and withdrawals.

Any accumulated interest will be deemed to be contract money and subject to federal and state laws and regulations.

https://casetext.com/statute/california-codes/california-government-code/title-2-government-of-the-state-of-california/division-3-executive-department/part-1-state-departments-and-agencies/chapter-1-state-agencies/article-1-general/section-110193-effective-112024-expansion-of-existing-advance-payment-practices-for-state-grants-and-contracts-with-nonprofits

Exhibit B – Budget Detail and Payment Provisions <Insert Contractor Name>. Contractor: To Be Determined (TBD)

D. The Contractor must provide progress reports on the expenditure of advanced funds (no less than quarterly) that include a summary of the work to be completed, proof of expenditure, and other associated information determined by the CDFW Contract Manager.

E. Funding provided as advance payment but not expended within the contract period must be returned to CDFW.

4. 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.

5. TIMELY SUBMISSION OF FINAL INVOICE

A final undisputed invoice must be submitted for payment no more than thirty (30) calendar days following the expiration or termination date of this Agreement, unless a later or alternate deadline is agreed to in writing by the Contract Manager. Said invoice should be clearly marked “Final Invoice,” thus indicating that all payment obligations of CDFW under this Agreement have ceased and that no further payments are due or outstanding.

6. LINE ITEM BUDGET

The Contractor will provide to CDFW in person facilitation services and two virtual meetings. Rates include all Contractor costs including but not limited to labor, shipping, transportation, taxes, travel, parking and all other expenses necessary under the performance of this contract.

The Contractor will be reimbursed for actual services rendered as requested and approved by the CDFW Contract Manager. The Contractor will be reimbursed at the unit rates identified below to a total cost that must not exceed TBD

Description Price Number of Units Total Amount

Exhibit A, Scope of Work Deliverables 1 – 4

$ Lump Sum $

Agreement Amount Must Not Exceed $