Satellite_Data_Purchase_Project_Addendum_2_Redline.pdf

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SUMMARY OF CHANGES AS OF OCTOBER 13, 2023 2:48PM

# ADDENDUM CHANGE NOTES

Below are changes to document "CDT STP Request For Proposal"

1.1 Eighteen changes to section "SECTION 2.3.

KEY ACTION DATES"

CDT STP REQUEST FOR PROPOSAL

Request For Proposal (RFP)

RFP SDPP-2023, Addendum #2

PART 1 – BIDDER INSTRUCTIONS

FOR

SATELLITE DATA PURCHASE PROJECT

October 13, 2023

Issued by:

STATE OF CALIFORNIA

California Air Resource Board

1001 I Street #2828, Sacramento, CA 95814

Part 1 of the solicitation contains the bidder and bidding instructions, proposal form instructions, solution requirements and instructions, and all other instructional/compliance information that the Bidder must meet in order to be considered responsive and responsible to the solicitation.

Part 2 of the solicitation contains all forms a bidder must complete and return with its Final Proposal, including the SOW, administrative forms, qualification forms, requirement responses, and all exhibits/ attachments discussed in Part 1.

Disclaimer: The original version and any subsequent solicitation addenda released by the Procurement Official of this solicitation remain the official version. In the event of any inconsistency between the Bidder’s versions, articles, attachments, specifications or provisions (which constitute the Contract), the official State version of the solicitation in its entirety shall take precedence.

TABLE OF CONTENTS

2023-10-13 Summary of Changes

1. INTRODUCTION

1.1. PURPOSE

1.2. BACKGROUND

1.3. TERM OF CONTRACT

1.4. CURRENT AND PROPOSED ENVIRONMENT

1.4.1. CURRENT ENVIRONMENT

1.4.2. PROPOSED ENVIRONMENT

1.5. AMERICANS WITH DISABILITIES ACT (ADA)

2. BIDDING INSTRUCTIONS

2.1. BIDDER ADMONITION

2.2. COMMUNICATIONS AND CONTACTS

2.2.1. PROCUREMENT OFFICIAL

2.2.2. QUESTIONS REGARDING THE SOLICITATION DOCUMENT

2.2.3. INTENT TO BID

2.3. KEY ACTION DATES

2.4. RULES GOVERNING COMPETITION

2.4.1. IDENTIFICATION AND CLASSIFICATION OF SOLICITATION

REQUIREMENTS

2.4.2. SOLICITATION DOCUMENTS

2.4.3. EXAMINATION OF THE WORK

2.4.4. EXCLUSION FOR CONFLICT OF INTEREST

2.4.5. CONFIDENTIALITY

2.4.6. ADDENDA

2.4.7. COST FOR DEVELOPING PROPOSAL

2.4.8. SIGNATURE OF PROPOSAL

2.4.9. IRREVOCABLE OFFER

2.4.10. FALSE OR MISLEADING STATEMENTS

2.5. BIDDING STEPS

2.5.1. FINAL PHASE

2.5.2. WITHDRAWAL AND RESUBMISSION/MODIFICATION OF

PROPOSALS

2.5.3. DISPOSITION OF PROPOSALS

2.6. NEGOTIATIONS

2.7. PROTESTS

3. ADMINISTRATIVE REQUIREMENTS

3.1. ELECTRONIC VENDOR APPLICATION OF QUALIFICATION (EVAQ)

3.1.1. INCORPORATION OF EVAQ REQUIREMENTS

3.2. ABILITY TO PERFORM

3.3. PRIMARY BIDDER

3.4. SUBCONTRACTORS

3.4.1. BIDDER DECLARATION FORM (M)

3.5. AMENDMENT

3.6. FINANCIAL RESPONSIBILITY INFORMATION

3.6.1. FINANCIAL STABILITY

3.6.1.1. FINANCIAL STATEMENTS (M)

3.7. GENERAL PROVISIONS

3.7.1. GENERAL PROVISIONS - INFORMATION TECHNOLOGY (Revised

and Effective 06/21/2022)

3.7.2. CLOUD COMPUTING SERVICES

3.7.3. CLOUD COMPUTING SERVICES SPECIAL PROVISIONS

3.8. INSURANCE COVERAGE (M)

3.9. ADMINISTRATIVE REQUIREMENTS DOCUMENT (M)

3.10. COVER LETTER (M)

3.11. STATEMENT OF WORK (M)

3.12. CONFIDENTIALITY STATEMENT (M)

3.13. SOCIOECONOMIC PROGRAMS

3.13.1. BIDDER'S PREFERENCE AND INCENTIVE DECLARATION

3.13.2. DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) PROGRAM

3.13.2.1. DVBE PARTICIPATION REQUIREMENT (M)

3.13.2.2. DVBE INCENTIVE (O)

3.13.3. SMALL BUSINESS PREFERENCE (O)

3.13.4. NON-SMALL BUSINESS SUBCONTRACTOR PREFERENCE (O) .. 35

3.13.5. COMMERCIALLY USEFUL FUNCTION (M)

3.13.6. TARGET AREA CONTRACT PREFERENCE ACT (TACPA) (O)

4. PROPOSAL REQUIREMENTS

4.1. QUALIFICATION REQUIREMENTS

4.1.1. BIDDER QUALIFICATIONS (M)

4.1.1.1. TECHNOLOGY READINESS LEVELS

4.1.2. BIDDER REFERENCES (M OR MS)

4.1.3. KEY ROLE QUALIFICATIONS (M)

4.1.3.1. FULL-TIME/PART-TIME MONTH EQUIVALENTS DEFINITION ... 42

4.2. SOLUTION REQUIREMENTS

4.2.1. FUNCTIONAL AND NON FUNCTIONAL REQUIREMENTS (M)

4.2.2. CALIFORNIA METHANE OBSERVATIONAL CAPACITY SIMULATION

(MS)

4.2.3. DATA VALIDATION NARRATIVE (MS)

4.2.4. METHANE DATA OUTSIDE OF CALIFORNIA (MO)

4.2.5. NON-METHANE DATA (MO)

5. COST

5.1. COST WORKBOOK (M)

5.2. COST WORKBOOK INSTRUCTIONS

5.2.1. Cost Workbook

5.2.1.1. Instructions Worksheet

5.2.1.2. Minimum Value of Contract

5.2.1.3. Mandatory Optional Items

5.2.1.4. Total Costs

5.2.2. Unanticipated Tasks

5.3. PROJECT PAYMENT TERMS

5.4. SALES TAX

6. PROPOSAL/BID FORMAT AND SUBMISSION REQUIREMENTS

6.1. PREPARATION

6.2. COMPLETION OF PROPOSALS

6.3. DELIVERY OF SUBMITTALS

6.3.1. ELECTRONIC UPLOAD

6.4. PROPOSAL FORMATTING

6.4.1. PROPOSAL FORMAT

6.5. FINAL PROPOSAL FORMAT AND CONTENT

6.5.1. VOLUME 1: RESPONSE TO ADMINISTRATIVE REQUIREMENTS ... 63

6.5.2. VOLUME 2: CONTRACT

7. EVALUATION

7.1. EVALUATION TEAM

7.2. EVALUATION STEPS

7.2.1. EVALUATION OF REQUIRED INFORMATION AND REQUIREMENTS

7.2.2. RECEIPT AND PRELIMINARY REVIEW

7.2.3. MANDATORY REQUIREMENTS EVALUATION

7.2.4. VALIDATION AGAINST REQUIREMENTS

7.3. FINAL PROPOSAL EVALUATION

7.3.1. ERRORS IN THE FINAL PROPOSAL

7.3.2. ADMINISTRATIVE REQUIREMENTS EVALUATION

7.3.3. QUALIFICATION REQUIREMENTS EVALUATION

7.3.3.1. BIDDER QUALIFICATIONS

7.3.3.2. BIDDER REFERENCES

7.3.3.3. KEY ROLE QUALIFICATIONS

7.3.4. SOLUTION REQUIREMENTS EVALUATION

7.3.4.1. FUNCTIONAL AND NON-FUNCTIONAL REQUIREMENTS

7.3.4.2. TECHNOLOGY READINES LEVEL

7.3.4.3. CALIFORNIA METHANE OBSERVATIONAL CAPACITY

SIMULATION

7.3.4.4. DATA VALIDATION NARRATIVE

7.3.4.5. DELIVERABLE EVALUATION

7.3.4.6. METHANE DATA OUTSIDE OF CALIFORNIA

7.3.4.7. NON-METHANE DATA

7.3.5. CALCULATE BIDDER PROPOSAL NON-COST SCORE

7.3.6. COST EVALUATION

7.3.7. SOCIOECONOMIC PROGRAMS

7.3.7.1. TACPA PREFERENCE

7.3.7.2. SMALL BUSINESS PREFERENCE

7.3.7.3. DVBE INCENTIVE

7.3.8. BIDDER FINAL SCORE CALCULATION AND RANK DETERMINATION

7.3.9. SUBMISSION OF AMENDED FINAL PROPOSAL(S)

7.4. NEGOTIATIONS

7.4.1. PROCEEDING TO NEGOTIATIONS

7.4.2. NEGOTIATION INVITATION

7.4.3. BEST AND FINAL OFFER SUBMISSION (BAFO)

7.4.4. EVALUATION OF BAFO SUBMISSION

7.4.5. DEBRIEFING

8. INFORMATIONAL ATTACHMENTS

Part 2

ATTACHMENTS

ATTACHMENT 1: APPENDIX A - STATEMENT OF WORK

ATTACHMENT 2: INTENT TO BID

ATTACHMENT 3: CONFIDENTIALITY STATEMENT

ATTACHMENT 4: COVER LETTER FORM

ATTACHMENT 5: RESPONSE TO ADMINISTRATIVE REQUIREMENTS .. 166

ATTACHMENT 6: BIDDER DECLARATION GSPD 05-105

ATTACHMENT 7: DVBE DECLARATIONS

ATTACHMENT 8: BIDDING PREFERENCES AND INCENTIVES

ATTACHMENT 9: COMMERCIALLY USEFUL FUNCTION (CUF)

CERTIFICATION

ATTACHMENT 10: TACPA PREFERENCE REQUEST FORMS

ATTACHMENT 11: BIDDER QUALIFICATIONS FORM - INSTRUCTIONS . 175

ATTACHMENT 12: BIDDER QUALIFICATIONS FORM

ATTACHMENT 13: BIDDER REFERENCE FORM

ATTACHMENT 14: KEY ROLE QUALIFICATIONS FORM –

INSTRUCTIONS

ATTACHMENT 15: PROJECT MANAGER - KEY ROLE QUALIFICATION

FORM

ATTACHMENT 16: DATA DELIVERY LEAD - KEY ROLE QUALIFICATION

FORM

ATTACHMENT 17: OBSERVATION DECK SUPPORT LEAD - KEY ROLE

QUALIFICATIONS FORM

ATTACHMENT 18: DATA PROCESSING SUPPORT LEAD - KEY ROLE

QUALIFICATIONS FORM

ATTACHMENT 19: GEOSPATIAL SUPPORT LEAD - KEY ROLE

QUALIFICATIONS FORM

ATTACHMENT 20: METHANE OBSERVATIONAL SYSTEM LEAD - KEY

ROLE QUALIFICATIONS FORM

ATTACHMENT 21: METHANE SCIENCE LEAD - KEY ROLE

QUALIFICATIONS FORM

ATTACHMENT 22: CLIMATE INDICATOR SCIENCE LEAD - KEY ROLE

QUALIFICATIONS FORM

ATTACHMENT 23: TECHNOLOGY READINESS LEVEL

ATTACHMENT 24: CALIFORNIA METHANE OBSERVATIONAL CAPACITY

SIMULATION

ATTACHMENT 25: DATA VALIDATION NARRATIVE

ATTACHMENT 26: METHANE DATA OUTSIDE OF CALIFORNIA

ATTACHMENT 27: NON-METHANE DATA

ATTACHMENT 28: KEY ROLE CHANGE REQUEST FORM

ATTACHMENT 29: DELIVERABLE EXPECTATION DOCUMENT (DED)

ATTACHMENT 30: DELIVERABLE ACCEPTANCE DOCUMENT

ATTACHMENT 31: WORK AUTHORIZATION FORM

ATTACHMENT 32: GLOSSARY OF TERMS

ATTACHMENT 33: TEMPLATE FOR QUESTION SUBMITTAL

ATTACHMENT 34: SOLICITATION SUBMISSION CHECKLIST

EXHIBITS

EXHIBIT A: FUNCTIONAL AND NON-FUNCTIONAL REQUIREMENTS

EXHIBIT B: FUNCTIONAL REQUIREMENTS - NARRATIVE

RESPONSES

EXHIBIT C: DELIVERABLES TABLE

EXHIBIT D: COST WORKSHEETS

RFP

PART 1 – BIDDER INSTRUCTIONS

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

October 13, 2023

1. INTRODUCTION

On behalf of the California Air Resource Board , ("CARB") this solicitation is being conducted under the authority of the California Department of Technology (CDT) pursuant to Public Contract Code (PCC) §6611 et seq.

This solicitation also addresses the requirements that Bidders must meet to be eligible for consideration, as well as Bidder responsibilities before and after award.

The following terms are used interchangeably throughout the solicitation documents: "response" and "proposal(s)".

1.1. PURPOSE

The purpose of this Request For Proposal (hereafter referred to as “solicitation”) is to obtain proposals from qualified Bidders to provide the CARB and the State of California (hereafter referred to as “State”) with services and satellite data for the Satellite Data Purchase Project (Hereafter referred to as

"SDPP").

In this project, the State seeks to procure services and methane data and other environmental indicators derived from earth-orbiting satellites, including but not limited to small satellite constellations, designed and operated by non-government entities. This solicitation seeks to identify a vendor who can best meet the State’s goals and requirements with the highest efficacy and lowest cost. A contract will be awarded to the winning Bidder, for services and for the purchase of satellite data, provided on a regular basis throughout the duration of the contract.

Data purchased by the State will include methane data in California, methane data outside of California, and other environmental indicators in California (also referred to as “non-methane data products”). The State recognizes that satellite systems proposed by Bidders will be unique and that each Bidder will have their own pricing model. In addition, the State’s data needs will evolve over the lifetime of this contract.

Therefore, while this solicitation defines a minimum quantity of data that will be purchased, the State seeks to identify the vendor who can best meet the State’s current needs and is adaptable to future needs.

These satellite-based data will support programs for methane emissions reductions in California, raise awareness of methane emissions worldwide, and provide observations of additional environmental indicators of interest. The selected Bidder will be solely responsible for the construction, launch, operation, and maintenance of any satellite(s), sensor(s), and any other hardware described in their submission. In addition, the Bidder will be responsible for developing and maintaining software designed to receive raw data from the satellite(s), to generate derived data products such as methane plume images and other environmental indicators, and to make these data available to purchasers. Throughout

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions the duration of the contract, the State will work with the Bidder to specify the products needed at a specific time and purchase these derived products from the selected Bidder.

The Contract Award, if made, will be to the single Bidder in accordance with the methodology defined in

SECTION 7. EVALUATION.

1.2. BACKGROUND

Methane is an important greenhouse gas (GHG) that is responsible for more than 25 percent of current global warming. According to the Intergovernmental Panel on Climate Change, methane has a global warming potential 25 times greater than carbon dioxide over a 100-year timespan, and 84 times greater than carbon dioxide over a 20-year timespan. Methane’s relatively short lifetime in the atmosphere (about a decade) means that emission reductions will reduce methane concentrations in the atmosphere in the near term, slowing the pace of global temperature rise. In California, methane is estimated to account for about 10% of all GHG emissions after accounting for differences in global warming potentials, and statewide methane emissions are believed to have remained flat over the past decade.

The State’s Short-Lived Climate Pollutant (SLCP) reduction strategy provides a roadmap to meet targets codified in Senate Bill 1383 to reduce total methane emissions by 40% below 2013 levels by 2030.

Specific regulations and programs implement that roadmap.

Recent studies have shown that a significant fraction of methane emissions (both globally and in California) may arise from large, localized sources (i.e., large quantities of methane emitted from a small area). These large, localized sources of methane are present across multiple sectors, and may emit intermittently or persist for long periods of time. Recent research studies supported by the State have demonstrated that novel new technologies that enable rapid detection of large, localized sources of methane can be used to support methane mitigation programs. This class of novel new technologies utilizes remote sensing to survey large areas, identifying these large, localized sources of methane. The technologies are referred to here as methane “plume mappers.” Since 2015, California has demonstrated that these methane plume mappers can be an important tool to identity methane beyond any existing manual monitoring requirements. Studies supported by the State have used remote sensing plume mappers from planes to identify individual plumes of methane in California. This method does not measure total methane from a large area, but it does identify the specific location where highly concentrated emissions are occurring, thus making it possible to send inspectors to enforce methane regulations and field crews as applicable, to fix leaks, and achieve mitigation quickly. Previous airborne surveys indicated that approximately half of the methane sources detected with this technique were fixable. We also know that these types of sources are often intermittent, and frequent measurements are necessary to find them. However, the frequency and areal coverage needed to identify these emissions cannot be accomplished with boots on the ground, or even by airplanes. Satellites are a potential tool to identify these sources, support regulatory compliance, and direct quick action to mitigate leaks.

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

Commercial satellite companies are in the early stages of developing and deploying satellites equipped with similar methane plume mapping instruments. These satellite systems may enable frequent observation of large portions of California, thus supporting mitigation and helping the State reach its GHG reduction targets.

Many existing methane plume mappers were originally designed to be multi-purpose sensors and have a variety of data acquisition channels. While these sensors can detect large, localized sources of methane, they also retain their original functionality and have a long history of being used to detect other useful environmental indicators (also referred to as ‘non-methane data’ in this solicitation). Such multi-purpose sensors can make observations that assist in managing our natural and working lands.

The additional observational capacity enabled by placing these sensors on satellites will allow for the observations to have broader applications for climate science, hydrology, and environmental monitoring.

Similar data has been used by other state and federal agencies to manage their environment. Specific capabilities of interest to the State include: geology and soils, agriculture, forests and natural vegetation, aquatic systems, urban land use, and snow/glaciers. While these multi-purpose sensors can provide both methane and non-methane data products from the same platform, this solicitation is not limited to multi-purpose sensors only. The State welcomes responses that include specialized satellite methane sensors paired with other satellites that can provide non-methane data.

1.3. TERM OF CONTRACT

The "Effective Date" of the Contract shall be the date it is approved by CDT's Statewide Technology Procurement (STP), and the Contract shall expire on June 30, 2027 (the "Base Term"), unless terminated sooner, or extended at the State's sole option, as set out below.

The State, at its sole discretion, may exercise its option to execute three (3), one-year extensions for services and the purchase of satellite data for the SDPP for a maximum contract term of six (6) years.

Nothing state here will be interpreted to preclude or limit the ability of the State to terminate this Contract for any reason authorized or allowed by law or by any other provision of the Contract.

The State is not obligated to use any or all of these options. The Contract is of no effect unless approved by CDT and no work shall begin before full execution of the Contract.

1.4. CURRENT AND PROPOSED ENVIRONMENT

1.4.1. CURRENT ENVIRONMENT

A novel class of remote sensing instruments, referred to as methane “plume mappers”, have shown great promise for surveying broad areas and identifying large, localized methane emissions emanating from individual sources. The State has supported broad research surveys and research-level mitigation studies using airborne platforms at a limited scale. Commercial satellite companies have

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions begun integrating plume mapping sensors on satellites, including small constellations of small satellites, ushering in a new era of methane remote sensing that is highly relevant for regulatory agencies. This technology is expected to mature rapidly over the next few years. The State has experience using plume mapping data from aircraft. Through these airborne research studies, the State has gained insights into handling such data, and therefore will not require the selected Bidder to set up data systems or generate advanced data analytics for the State. The selected Bidder will only provide the State with satellite methane and environmental indicator data that meet the technical requirements in this solicitation.

1.4.2. PROPOSED ENVIRONMENT

This section is intended to present an overview of the proposed system and as such will not specify any detailed technical requirements. The Bidder requirements and solution requirements supporting this overview are to be included in SECTION 4. PROPOSAL REQUIREMENTS. A more detailed description of the proposed environment and overall project requirements for SDPP is included in the

ATTACHMENT 1: APPENDIX A - STATEMENT OF WORK.

Technical Environment Overview

The proposed solution must utilize satellite(s) to provide the State with measurements of methane and other environmental indicators of interest. For methane, the proposed solution must be capable of detecting and imaging individual plumes of methane, referring to a continuous span of enhanced methane spreading downwind from an individual source. These plume images must be of sufficient quality and resolution to be reasonably attributable to a single origin (such as a point source), thus enabling the State to use these data to support methane mitigation by deploying field crews to the specific location of the detected plume on timescales as short as a few days. Other environmental indicators, also referred to as non-methane products in this solicitation, should be relevant to the study of geology and soils, agriculture, forests and vegetation, water remote sensing, urban land cover/man-made surfaces, and snow and glaciers.

Proposed solutions must be able to scan for potential methane emission sources over an entire polygon provided by the State, rather than hopping from known-site to known-site (i.e., known-facility to known-facility). That is, the State requires that solutions must be able to provide complete wall-to-wall sampling over a polygon area, for example an entire oil field. Wall-to-wall sampling can be spread across multiple satellite overpasses (and therefore multiple days) depending on the size of the polygon and the satellite(s) spatial coverage. Previous airborne research studies have demonstrated that large, localized methane emissions may sometimes originate from unknown/unidentified/non-discrete sources, thus the ability to scan (i.e., wall-to-wall sampling) over a given polygon is required.

The State’s strategy for using these data will change and evolve as this program grows. As a result, State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions proposed solutions must include a flexible tasking solution. That is, the satellite(s) described by Bidders must be able to be tasked to scan new areas of interest (AOIs) as needed. The State will provide the selected Bidder with observation decks, which shall consist of one or more requests for an observation at a single set of geographic coordinates or a polygon representing an area of interest. For each AOI, the State will indicate requested derived products, including methane or other environmental indicators. The State shall also have the option to specify other, more specific acquisition parameters such as sensitivity mode, acceptable solar zenith angle range, satellite angle, and revisit frequency. For new observation decks submitted by the State, Bidders must include a ‘dry run’ option, where a resulting observation plan and schedule is output based on a submitted observation deck configuration, but the observation deck is not actually committed to run. This will allow the State to develop, optimize, and adjust its observation deck for optimal coverage and efficiency while meeting the physical constraints of the proposed satellite(s).

Data products made available to the State will include a Methane “Quick View” product containing a plume image and visible surface image along with metadata containing relevant environmental attributes (Methane Quick View Product). The Methane Quick View Product will be made within seventy-two (72) hours of the observation in order to support rapid mitigation. The State will maintain a plume tracking database and web portal to coordinate and document mitigation actions with facility operators. Within six (6) weeks of the initial observation, the vendor will provide the State with a final methane product corresponding to each initial Methane Quick View Product and in accordance with the requirements found in EXHIBIT A: FUNCTIONAL AND NON-FUNCTIONAL REQUIREMENTS and EXHIBIT B: FUNCTIONAL REQUIREMENTS - NARRATIVE RESPONSES.

In addition to a final methane plume image, metadata file, and file quantifying emission rates, an updated contemporaneous visible image will be provided if necessary. Upon request, the vendor shall provide the State with a raw data archive containing measured radiance data for a specific acquisition along with any relevant ancillary files and methodology documentation support or describing the process taken by the vendor to generate the Final Methane Product (Raw Data Archive). All data contained in the Raw Data Archive must be kept for a minimum of five (5) years. Completed Methane Quick View Product, Methane Final Product, and Raw Data Archives file sets shall be made available in a secure location where they can be directly transferred to cloud storage provisioned and maintained by the State. A mechanism will be made available for the State to check the status (e.g. pending, processing, completed) for any individual AOI submitted as part of an observation deck. For any given set of coordinates provided by the State, a log of all attempted collects shall be made available, regardless of whether a plume was detected. This log shall include the timestamp of the collect and bounding coordinates of the area surveyed.

Methane Mitigation Overview

CARB-supported research partners performed plume mapping flights over select regions of California in 2020 and 2021. From these flights, 213 methane plumes were detected from the oil & gas sector and

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions from landfills. CARB staff identified the owner of infrastructure at each methane plume’s source and shared findings directly with operators via 117 unique “incidence reports.” Operators were asked to identify the exact source of the emissions via on-the-ground surveys (if necessary), repair the source of emissions (if possible), and report their findings to CARB. Operators responded to these incidence reports 97% of the time. In nearly half of the identified cases, this technology directly supported the mitigation of methane emissions.

By placing similarly-capable sensors on satellite platforms, the State can build upon the aerial research projects described above and build out an operational program for supporting methane mitigation.

Satellites will enable more complete spatial coverage and higher re-visit frequency than airborne platforms. However, the class of satellites described in this solicitation will not see all methane emitted, and will only be able to detect large, localized leaks from individual “point” sources. Nevertheless, research in California and elsewhere suggests that the types of leaks that are detectable by methane plume mappers likely make up a large fraction of total methane emissions. Thus, the mitigation blueprint California is developing is not a panacea to address all methane emissions but presents an opportunity to address an important piece of the methane puzzle. Climate change is a global problem, and while actions undertaken in California are critical, global climate change will not be sufficiently addressed unless action is taken elsewhere. A major goal of this project is to raise general awareness of methane emissions globally to spur local action outside of California and for the State to work with other jurisdictions and partners who wish to develop methane mitigation programs to address methane plumes.

1.5. AMERICANS WITH DISABILITIES ACT (ADA)

To comply with the nondiscrimination requirements of ADA, it is the policy of the State of California to make every effort to ensure that its programs, activities, and services are available to all persons, including persons with disabilities.

For persons with a disability needing a reasonable accommodation to participate in the procurement process or for persons having questions regarding reasonable accommodations of the procurement process, you may contact the Procurement Official identified in SECTION 2.2.1. PROCUREMENT OFFICIAL. You may also contact the State of California at the numbers listed below.

Important: To ensure that we can meet your need, it is best that we receive your request for reasonable accommodations at least 10 working days before the scheduled event, e.g., meeting, conference, workshop, etc., or deadline due-date for procurement documents.

The California Relay Service Telephone Numbers are:

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

TTY/VCO/HCO to Voice

English

Spanish

1-800-735-2929

1-800-855-3000

Voice to TTY/VCO/HCO

English

Spanish

1-800-735-2922

1-800-855-3000

From or to Speech-to- Speech

English & Spanish 1-800-854-7784

2. BIDDING INSTRUCTIONS

2.1. BIDDER ADMONITION

This procurement will follow a phased approach designed to increase the likelihood of a successful Final Proposal and Bidder eligibility for an invitation to negotiation.

The Bidder should refer to SECTION 2.5. BIDDING STEPS to understand the phases applicable to this solicitation and SECTION 7.3. FINAL PROPOSAL EVALUATIONto understand the evaluation process of each phase. It is the Bidder’s responsibility to:

1. Carefully read the entire solicitation.

2. Submit questions in a timely manner.

3. Submit all required responses by the required dates and times.

4. Do not include conditional statements, assumptions, or exception language with Proposals.

5. Carefully review the solicitation requirements prior to submission of a Proposal to ensure nothing has been overlooked.

2.2. COMMUNICATIONS AND CONTACTS

The State uses an online procurement system known as Cal eProcure to communicate with prospective Bidders and suppliers. Information and ongoing communications for this solicitation will be posted by the State on the Cal eProcure website, www.caleprocure.com.

Oral communications by Agency/state entity officers and employees concerning this solicitation shall not be binding on the State and shall in no way excuse the Bidder of any obligations set forth in this solicitation.

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

October 13, 2023 http://www.caleprocure.com/

2.2.1. PROCUREMENT OFFICIAL

The Procurement Officer is the State’s designated authorized representative regarding this procurement and is the sole point of contact.

Bidders are directed to communicate correspondence regarding this procurement to the Procurement Officer at the contact information below.

Table 2.2.1-1: Procurement Official

PROCUREMENT OFFICER

Department Name:

California Department of Technology, Statewide Technology Procurement (STP)

Procurement Officer: Robert DeLeonardis

Email: robert.deleonardis@state.ca.gov

Phone: +1 916-532-6807

Secondary Procurement Officer: Raman Pabla

Email: raman.pabla@state.ca.gov

Phone: +1 916-206-8331

2.2.2. QUESTIONS REGARDING THE SOLICITATION DOCUMENT

Bidders requiring clarification of the intent, terms and conditions, content of this solicitation, or on procedural matters regarding the competitive bid process may request clarification by submitting questions using ATTACHMENT 33: TEMPLATE FOR QUESTION SUBMITTALTEMPLATE FOR QUESTION SUBMITTAL in an email (using the solicitation identification information from the solicitation title page) to the Procurement Officer listed in SECTION 2.2.1. PROCUREMENT

OFFICIAL.

To ensure a response, questions must be received in writing by the scheduled date(s) specified in SECTION 2.3. KEY ACTION DATES. Question and answer sets will be posted to CaleProcure and will not identify the submitters. At the sole discretion of the State, questions may be paraphrased by the State for clarity.

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

Only questions submitted in writing and answered in writing by the Procurement Officer shall be binding and official.

Written questions must be submitted in a Microsoft Excel spreadsheet, using the format in

ATTACHMENT 33: TEMPLATE FOR QUESTION SUBMITTAL.

If a Bidder who desires clarification or further information on the content of the solicitation, but whose questions relate to the proprietary aspect of its proposal and disclosure exposes its proposal to other Bidders, the question may be submitted using the same criteria above with the notation, “CONFIDENTIAL.” The Bidder must explain why the question is sensitive in nature. If the State concurs that the disclosure of the question or answer would expose the proprietary nature of the proposal, the question will be answered and both the question and answer will be confidentially maintained. If the State does not concur with the proprietary aspect of the question, the question and answer will not be confidentially maintained and the Bidder will be so notified.

2.2.3. INTENT TO BID

Bidders that wish to participate in the solicitation must submit a completed ATTACHMENT 2: INTENT TO BID by the date specified in SECTION 2.3. KEY ACTION DATES.

This document shall be emailed to the Procurement Official identified in SECTION 2.2.1.

PROCUREMENT OFFICIAL. Only those Bidders acknowledging interest in this solicitation will receive invitations and correspondence applicable to the solicitation (e.g., scheduling dates for confidential discussions, CDT cloud services, meetings, etc.) throughout this procurement. Correspondence to a Bidder regarding this solicitation will only be given to the Bidder’s designated contact person.

It shall be the Bidder’s responsibility to immediately notify the Procurement Official identified in SECTION 2.2.1. PROCUREMENT OFFICIAL, in writing, regarding any change to its Intent to Bid or the contact information. The State shall not be responsible for proposal correspondence not received by the Bidder if the Bidder fails to notify the State, in writing, about any change pertaining to the designated contact person.

2.3. KEY ACTION DATES

Table 2.3-1: Key Action Dates provides the key action dates and times by which actions must be taken or completed. If the State finds it necessary to change these dates or times, it will be accomplished via an addendum to this solicitation with the exception of dates listed after the Bidder’s submission of Final Proposal. Dates listed after the Bidder’s submission of Final Proposal are estimated and may be adjusted without addendum to this solicitation. All times listed are for Pacific Time.

Table 2.3-1: Key Action Dates (KAD)

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

KEY ACTION DATES

ITEM ACTION DATE AND TIME

1. Release of Solicitation October 13, 2023

2. Last day to submit:

ATTACHMENT 33: TEMPLATE FOR QUESTION

SUBMITTAL

October 2, 2023 by 10:00 am

3. Last day to submit

ATTACHMENT 2: INTENT TO BID and

ATTACHMENT 3: CONFIDENTIALITY STATEMENT

(signed)

Email Procurement Officials (SECTION 2.2.1.

PROCUREMENT OFFICIAL) for Response uploading instructions (see SECTION 6. PROPOSAL/BID FORMAT AND SUBMISSION REQUIREMENTS for further information)

October 2316, 2023 by 10:00 am

4. Last day to submit Final Proposal1 November October 23, 2023 by 10:00 am

5. Evaluation Period November 6 October 24 - November 173, 2023

6. Last day to be deemed eVAQ approved

Confidential Negotiations with Bidder(s)

December 4November 13-157,

7. Best and Final Offer (BAFO) submission January 8December 4, 20243 by 10:00 am

8. Contract Award January 2024December 29, State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

1 All dates after submission of Final proposal are approximate and may be adjusted as conditions indicate without addendum to this solicitation.

2.4. RULES GOVERNING COMPETITION

This solicitation, the evaluation of responses, and the award of any resultant Contract shall be made in conformance with the provisions set forth in Public Contract Code (PCC) 6611 as they relate to the procurement of IT goods and services or telecom by public bodies in the State of California.

2.4.1. IDENTIFICATION AND CLASSIFICATION OF SOLICITATION

REQUIREMENTS

The State has established certain requirements with respect to proposals to be submitted by prospective Contractors. The use of “shall,” “must,” or “will” (except to indicate simple futurity) in the solicitation indicates a requirement or condition which is mandatory.

A deviation of any non-negotiable requirement identified in SECTION 2.6. NEGOTIATIONS, will disqualify a Bidder from further participation in Negotiations and Contract Award.

A deviation of any other requirement must be resolved to the State's satisfaction during evaluation or negotiations, as requested by the State, and corrected in the Bidder's Best and Final Offer (BAFO).

The words “should” or “may” in the solicitation indicate desirable attributes or conditions, but are non-mandatory in nature.

2.4.2. SOLICITATION DOCUMENTS

This solicitation document includes, in addition to an explanation of the State’s requirements which must be met, instructions which prescribe the format and content of proposals to be submitted and the model of the Contract to be executed between the State and the successful Bidder.

If a Bidder discovers any ambiguity, conflict, discrepancy, omission, or other error in this solicitation document, the Bidder shall immediately notify the Procurement Official identified in SECTION 2.2.1.

PROCUREMENT OFFICIAL, of such error in writing and request clarification or modification of the document.

If the solicitation document contains an error known to the Bidder, or an error that reasonably should

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions have been known, the Bidder shall bid at its own risk. If the Bidder fails to notify the State of the error prior to the date fixed for submission of proposals, and is awarded the Contract, the Bidder shall not be entitled to additional compensation or time by reason of the error or its later correction.

2.4.3. EXAMINATION OF THE WORK

The Bidder should carefully examine the entire solicitation document and any addenda thereto, and all related materials and data referenced in the solicitation document or otherwise available to the Bidder, and should become fully aware of the nature and location of the work, the quantities of the work, and the conditions to be encountered in performing the work.

2.4.4. EXCLUSION FOR CONFLICT OF INTEREST

No consultant shall be paid out of State funds for developing recommendations on the acquisition of telecom, information technology (IT) products or services or assisting in the preparation of the project approval lifecycle documents (stages 2, 3, or 4) or feasibility study, while in effect, if that consultant is to be a source of such acquisition or could otherwise directly and/or materially benefit from State adoption of such recommendations or the course of action recommended in the project approval lifecycle documents (stages 2, 3, or 4) or feasibility study. Further, no consultant shall be paid out of State funds for developing recommendations on the disposal of State surplus IT products if that consultant would directly and/or materially benefit from State adoption of such recommendations.

A consultant shall not be eligible to serve as the Prime Contractor or subcontractor pursuant to this solicitation if the Contractor/subcontractor is currently working on the solicitation in an Independent Verification and Validation (IV & V) role.

2.4.5. CONFIDENTIALITY

Bidder material becomes public only after the Notification of Award is released. If material marked “confidential,” “proprietary,” or “trade secret” is requested pursuant to the Public Records Act, the State will make an independent assessment whether it is exempt from disclosure. If the State disagrees with the Bidder, the State will notify the Bidder and give them a reasonable opportunity to justify their position or obtain a court order protecting the material from disclosure.

The Bidder should be aware that marking a document “confidential” or “proprietary” in a Final Proposal may exclude it from consideration for award and will not keep that document from being released after notice of award as part of the public record, unless a court has ordered the State not to release the document.

The content of all working papers and discussions relating to the Bidder’s proposal shall be held in confidence indefinitely, unless the public interest is best served by an item’s disclosure because of its

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions direct pertinence to a decision, agreement or the evaluation of the proposal.

Any disclosure of confidential information by the Bidder is a basis for rejecting the Bidder’s proposal and ruling the Bidder ineligible to further participate. Any disclosure of confidential information by a State employee is a basis for disciplinary action, including dismissal from State employment, as provided by Government Code §19570 et seq. Total confidentiality is paramount; it cannot be over emphasized.

2.4.6. ADDENDA

The State may modify the solicitation at any time prior to submission of Final Proposal by issuing an addendum. Addenda will be numbered consecutively.

If a Bidder determines that an addendum unnecessarily restricts its ability to bid, the Bidder is allowed five (5) business days to submit written questions regarding the addendum according to the instructions contained in SECTION 2.2.2. QUESTIONS REGARDING THE SOLICITATION

DOCUMENT .

2.4.7. COST FOR DEVELOPING PROPOSAL

Costs for developing proposals are the responsibility entirely of the Bidder and shall not be chargeable to the State.

2.4.8. SIGNATURE OF PROPOSAL

A cover letter shall be considered an integral part of the Final Proposal and any proposal form requiring signature, must be signed by an individual who is authorized to bind the bidding firm contractually. The signature block must indicate the title or position that the individual holds in the firm. An unsigned Final Proposal may be rejected.

The draft proposal, if applicable, must also contain the cover letter, including the title of the person who will sign, but need not contain the signature.

2.4.9. IRREVOCABLE OFFER

Bidder’s response to this solicitation shall constitute a firm offer, which shall remain irrevocable for not less than 180 calendar days following the Contract Award date specified in the SECTION 2.3.

KEY ACTION DATES. In the event of a delay in Contract Award, a Bidder may extend the expiration date of its firm offer an additional 30 calendar days by written notice to the State.

This expiration date may be further extended by mutual agreement between the State and the Bidder, in order to accommodate processing time for required approvals and other solicitation-related

State of California California Air Resource Board

RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions reviews.

2.4.10. FALSE OR MISLEADING STATEMENTS

Proposals that contain false or misleading statements, or provide references that do not support an attribute or condition claimed by the Bidder, may be rejected. If, in the opinion of the State, such information was intended to mislead the State in its evaluation of the proposal, and the attribute, condition, or capability is a requirement of this solicitation document, it will be the basis for rejection of the Bidder’s proposal.

2.5. BIDDING STEPS

The following instructions provide the steps to submit a response to this solicitation by interested Bidders. Details surrounding Proposals are described further in SECTION 4. PROPOSAL

REQUIREMENTS.

The Bidder is expected to follow the format requirements and utilize all forms included in this solicitation necessary for its response. This solicitation also addresses the Bidder responsibilities and requirements it must meet to be eligible for consideration. If the Bidder fails to follow the provided instructions, the Bidder may be disqualified from the solicitation process.

Refer to SECTION 2.3. KEY ACTION DATES to determine which phases and mandatory steps are included in this solicitation. SECTION 2.3. KEY ACTION DATES lists milestones, mandatory steps, and due dates for deliverables in this solicitation. Prior to submitting a response, Bidders must register and submit an Intent to Bid as detailed in SECTION 2.2.3. INTENT TO BID and a Confidentiality Statement as detailed in SECTION 2.4.5. CONFIDENTIALITY. Bidders must also submit a pre-qualified Electronic Vendor Application of Qualifications (eVAQ) as detailed in SECTION 3.1.1. INCORPORATION OF

EVAQ REQUIREMENTS.

2.5.1. FINAL PHASE

The final phase consists of a Final Proposal (Mandatory) and, if requested by the State, a Best and Final Offer (BAFO).

The purpose of the final phase is to obtain proposals that are responsive in every respect. The Final Proposal is a mandatory step for all Bidders.

The Final Proposal must be complete, and include all cost information, required signatures, contract changes issued by the State via an addendum and corrections made to those defects noted by the State in its review of the draft proposal, if any. Costs as identified in SECTION 6. PROPOSAL/BID FORMAT AND SUBMISSION REQUIREMENTS must be submitted under a separate cover. Bidders

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RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

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The State, at its sole discretion, may request a BAFO from those Bidders that participated in the Negotiation Process as identified in SECTION 7.4. NEGOTIATIONS.

2.5.2. WITHDRAWAL AND RESUBMISSION/MODIFICATION OF PROPOSALS

A Bidder may withdraw its Final Proposal at any time prior to the Final Proposal submission date and time specified in SECTION 2.3. KEY ACTION DATES, by submitting a written notification of withdrawal signed by an authorized representative of the Bidder in accordance with SECTION 2.4.8. SIGNATURE OF PROPOSAL. The Bidder may thereafter submit a new or modified proposal prior to the respective proposal submission date and time specified in SECTION 2.3. KEY ACTION DATES. Modification offered in any other manner, oral or written, will not be considered. Other than as allowed by law, Final Proposals cannot be changed or withdrawn after the deadline date and time designated for receipt, except as provided in the solicitation.

2.5.3. DISPOSITION OF PROPOSALS

All materials submitted in response to this solicitation will become the property of the State of California. All phases of the Proposal shall be retained for official files and will become a public record after the Notification of Award is posted.

2.6. NEGOTIATIONS

The State will conduct negotiations under PCC §6611. The purpose of the negotiation process is to maximize the State’s ability to obtain a value-effective solution. The State will use the following non-negotiable items to determine if a Bidder's Final Proposal response is successful and the Bidder is eligible for negotiations in accordance with SECTION 7.4. NEGOTIATIONS:

The State's non-negotiable item(s) is listed below:

1. The vendor must be deemed eVAQ approved prior to the SECTION 2.3. KEY ACTION DATES for Negotiations.

In addition to the non-negotiable item(s) above, at the discretion of the State, up to three (3) of the highest scoring Bidders may be determined eligible to participate in the negotiation process.

Negotiated items will be determined by the State after final proposals are evaluated. A deviation of any mandatory requirement must be resolved to the State’s satisfaction prior to, or during negotiations, as requested by the State, and corrected, prior to or in the Bidder’s BAFO.

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RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

2.7. PROTESTS

This solicitation is being conducted under (PCC) §6611 et seq; protests are not applicable to this solicitation.

3. ADMINISTRATIVE REQUIREMENTS

Administrative Requirements contains the mandatory and optional administrative requirements that must be met in order to be considered responsive to this solicitation. Additional administrative requirements for this solicitation are being processed through the electronic Vendor Application of Qualifications (eVAQ).

Please refer to SECTION 3.1. ELECTRONIC VENDOR APPLICATION OF QUALIFICATION (EVAQ) for more information.

The administrative requirements listed in this section are denoted as follows:

1. (M) or (MS) – All sections labeled as “Mandatory” or “M”, or Mandatory Scored or "MS", must be responded to in order to be considered responsive and responsible to these requirements. The Bidder must be in full compliance with those obligations. The responses will be evaluated in accordance with SECTION 7. EVALUATION.

2. (DS) - All sections labeled as "Desirable Scored" or "DS" are not required to be offered by the Bidder in order to be responsive to the solicitation requirements. A Bidder may choose whether to meet administrative requirements labeled as (DS). However, if a Bidder offers any of these (DS) requirements, the Bidder must meet the minimum requirements as stated in the section. The State will review responses to Desirable Scored requirements and apply points, if applicable, per criteria stated in SECTION 7. EVALUATION

3. (O) – All sections labeled as “Optional” or “O” are not required to be offered by the Bidder in order to be responsive to the solicitation requirements. A Bidder may choose whether to meet administrative requirements labeled as (O). However, if a Bidder offers any of these (O) requirements, the Bidder must meet the minimum requirements as stated in the section. The State will review responses to optional requirements and apply points, if applicable, per criteria stated in

SECTION 7. EVALUATION.

3.1. ELECTRONIC VENDOR APPLICATION OF QUALIFICATION (EVAQ)

The State’s eVAQ is an external process to this solicitation. The intent of the pre-qualification is to process as much of the administrative requirements required to do business in the State of California in advance to streamline the solicitation process. Bidders will be required to have an approved application on file prior to the Key Action Date for the Negotiations (refer to SECTION 2.3. KEY ACTION DATES) in order to be eligible for Contract Award.

The application can be accessed at the STP VENDOR MAIN - Vendor Portal:

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RFP SDPP-2023, Addendum #2 Part 1 – Bidder Instructions

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