Solicitation_Package_11A4247.pdf

CALIFORNIA STATE TRANSPORTATION AGENCY GAVIN NEWSOM, GOVERNOR

California Department of Transportation

ADMINISTRATION

DIVISION OF PROCUREMENT AND CONTRACTS

1727 30TH STREET, MS 65

SACRAMENTO, CA 95816-7006

PHONE (916) 227-6000

TTY 711

https://dot.ca.gov/programs/procurement-and-contracts/

September 17, 2025

Invitation for Price Quote (IFPQ)

IFPQ # 11A4247

Notice to Prospective Contractors

You are invited to review and respond to this Small Business (SB) Invitation for Price Quote (IFPQ), IFPQ 11A4247 entitled Boiler Maintenance, in San Diego County. In submitting your quote, you must comply with the instructions found herein.

“This solicitation is authorized pursuant to Government Code Section 14838.7, which provides for the award of contracts for the acquisition of construction, including the erection, construction, alteration, repair, or improvement of any State structure, building, road, or other State improvement of any kind, that has an estimated value of greater than $5,000.00, but not more than $461,000.00, to a certified SB, including a micro business (MB), SB for the purpose of public works (SB-PW), or a disabled veteran business enterprise (DVBE). A bid over $461,000.00 will result in rejection of your bid due to non-responsiveness.”

This contract requires Prevailing Wages if the total bid amount exceeds $15,000. If the total bid amount is under $15,000, then Prevailing Wage language will be removed prior to award. Refer to Attachment 3, Proposed Form of Agreement, for requirement details.

In the opinion of the Caltrans, this IFPQ is complete and without need of explanation; however, if you have questions, or should you need any clarifying information, the contact person for this IFPQ is:

John Leyva California Department of Transportation (Caltrans) Email address: John.Leyva@dot.ca.gov Phone: (279) 599-2837

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

*Technical questions regarding this solicitation will be addressed, in writing and at a Mandatory Site Inspection. See Section C1, Time Schedule, for more details.

ALL REQUIRED DOCUMENTS ARE EITHER ATTACHED (ATTACHMENT 1) OR THE DOCUMENT

LINK IS PROVIDED ON ATTACHMENT 2, REQUIRED DOCUMENTS.

Sincerely, John Leyva Contract Analyst https://dot.ca.gov/programs/procurement-and-contracts/

Invitation for Price Quote IFPQ Number 11A4247

A) Purpose and Description of Services

1. Contractor shall furnish all labor, materials, parts, tools, supplies, equipment, travel, and incidentals necessary to provide boiler, primary and secondary pump and motors, and expansion tank maintenance and repair services to Caltrans.

2. The services shall be performed at Caltrans District 11 Transportation Maintenance Center (TMC), located at 7183 Opportunity Road, San Diego, CA 92111 in San Diego County.

3. Refer to the Proposed Form of Agreement, Exhibit A, which is attached to this IFB, for a more complete description of services.

B) Bidder’s Minimum Qualifications

1. Bidder shall possess at the time of bid submittal and for the duration of the Agreement, a valid and current C-4 - Boiler, Hot Water Heating and Steam Fitting Contractor license issued from the California Contractor State License Board (CSLB).

2. By submitting its bid, Bidder certifies, under penalty of perjury, that its Contractors State License Board (CSLB) license is in a classification appropriate to the work to be undertaken as identified in the Proposed Form of Agreement, Exhibit A. This requirement has also been added in the Proposed Form of Agreement, Exhibit E. Refer to Section C, Bid Requirements and Information, Contractor’s License, for submittal requirements. Caltrans will verify bidder’s Contractor License, and any Subcontractor Licenses, so it is not necessary to provide a copy.

3. Bidder shall have an office located within a 50-mile radius of Caltrans District 11 Transportation Maintenance Center (TMC), located at 7183 Opportunity Road, San Diego, CA 92111. The bidder's address will be verified using Google Maps. Caltrans will use the address provided on the Bid/Bidder Certification Sheet (DOT ADM-1416).

4. Bidder shall possess at the time of bid submittal and for the duration of the Agreement, a valid and current registration with the Department of Industrial Relations (DIR). Caltrans will verify bidder’s DIR registration; it is not necessary to provide a copy.

5. Failure of Bidder to sufficiently meet any or all the minimum qualifications, in the opinion of Caltrans, will result in the Bidder’s bid deemed non-responsive.

C) Price Quotation Requirements and Information

1. Time Schedule

It is recognized that time is of the essence. All bidders are hereby advised of the following schedule and will be expected to adhere to the required dates and times.

Event Date Time

(Pacific Time)

IFPQ available to prospective bidders 09/17/2025

Mandatory Site Inspection 09/25/2025 10:30 a.m.

Written Question Submittal 09/25/2025 3:00 p.m.

Final Date for Quote Submission 10/02/2025 3:00 p.m.

Proposed Award Date (estimate) 10/09/2025

2. Mandatory Site Inspection

A. A mandatory site inspection is scheduled at 10:30 a.m., 09/25/2025, at 7183 Opportunity Road, San Diego, CA 92111 for the purpose of discussing concerns regarding this IFPQ.

B. In the event a potential prime contractor is unable to attend the mandatory site inspection, an authorized representative may attend on its behalf. The representative may only sign in for one

(1) company.

C. All prospective contractors are to be assembled at Caltrans, 7183 Opportunity Road, San Diego, CA 92111, at 10:30 a.m. Bidders must sign in (on the sheet provided) upon arrival and sign out upon completion of the walk-through activities. Failure to comply with these provisions may result in the rejection of your quote. Caltrans will conduct the site inspection of the facilities and disseminate any additional information to participants, if necessary.

3. Reasonable Accommodation

For bidders who have and need assistance due to a physical impairment, a reasonable accommodation will be provided upon request for the site inspection. The bidder must call the designated Contract Analyst contact no later than the fifth (5th) working day prior to the scheduled date and time of the site inspection to arrange for a reasonable accommodation.

4. Questions and Answers

A. Questions regarding this IFPQ must be submitted in writing. Bidders are encouraged to submit their written questions by 09/25/2025.

B. Written questions must include the individual's name, firm name, complete address, and must reference IFPQ No. 11A4247. Questions must be sent to the following email:

Email: John.Leyva@dot.ca.gov

C. Written responses to all questions will be collectively compiled and posted as an Addendum to the Cal eProcure website https://caleprocure.com/pages/index,aspx. It is the responsibility of the Bidder to access the website for any changes or addenda that may be posted. Refer to Section C1, Time Schedule, for the schedule of events and dates/times. Bidder can contact the Contract Analyst named above.

5. ADM-1412 – Bid Proposal

The total bid proposal for this Agreement must not exceed $461,000.00. A bid amount more than $461,000.00 will be deemed non-responsive and will be rejected.

6. Costs Included in Bid Rates

Quotation prices/rates shall include the cost of employer payments to or on behalf of employees, subsistence, travel, compensation insurance premiums, unemployment contributions, social security taxes, contract bond premiums, and any other taxes or assessments, including, but not limited to, sales and use taxes required by law or otherwise and no additional allowance will be made thereof unless separate payment provisions in the Agreement should specifically so provide.

7. Employment of Undocumented Workers

No State agency or department, as defined in Public Contract Code Section 10335.7, that is subject to this code, shall award a public works contract to a bidder or contractor, nor shall a bidder or contractor be eligible to bid for or receive a public works contract, who has, in the preceding five

(5) years, been convicted of violating a State or Federal law regarding the employment of undocumented workers (Pub. Cont. Code Section 6101).

8. State Prevailing Wages

State General Prevailing Wage Rates will apply for the County of San Diego as described in the Proposed Form of Agreement. The predetermined general prevailing wage rates published by the Director of Industrial Relations (DIR) may be obtained via the Internet at https://www.dir.ca.gov/OPRL/DPreWageDetermination.htm or by contacting the Contract Analyst listed on the first page of this solicitation. It is the bidder's responsibility to use the correct https://caleprocure.com/pages/index,aspx https://www.dir.ca.gov/OPRL/DPreWageDetermination.htm classification determination published by the DIR. By signing the attached Bid/Bidder Certification Sheet, the Bidder acknowledges this is a public works contract subject to Labor Code Sections 1720-1861, and that if awarded this Agreement, it will be the Bidder’s responsibility to ensure that all prevailing requirements are met, including but not limited to the payment of appropriate prevailing wages rates to all employees who participate and perform services under this Agreement, Department of Industrial Relations registration, submittal of weekly certified payroll records, and employment of apprentices throughout the duration of the Agreement.

9. Mandatory Organic Waste Recycling

Contractor generating organic waste or commercial solid waste shall comply with SB 1383; also Contractor will arrange for recycling services required by this section in a manner that is consistent with State and local laws and requirements, including a local ordinance or local jurisdiction’s franchise agreement, applicable to the collection, handling, or recycling of organic waste and commercial solid waste. This requirement does not modify, limit, or abrogate the Contractor’s right to sell or donate its recyclable organic waste materials consistent with the requirements of Public Resources Code Section 42649.8 et seq. When applicable, Contractor must comply with these provisions.

10. Motor Carrier Permit Requirements

A. Contractor is responsible for determining whether California Vehicle Code Sections 34601 and 34620 require Contractor to have a valid Motor Carrier Permit (MCP) issued by the Department of Motor Vehicles (DMV) in order for Contractor to lawfully perform any part or aspect of the work described in Exhibit A, Scope of Work, and, if California Vehicle Code Sections 34601 and 34620 do require same for any part or aspect of such work, Contractor must have a valid MCP(s) issued from the DMV for its services as a Motor Carrier of Property under this Agreement. Contractor shall pay any required fees necessary to obtain and maintain in good standing during the entire term of this Agreement any such required MCP(s).

B. MCP(s), if any, required for Contractor’s Motor Carriers of Property under California Vehicle Code Sections 34601 and 34620 shall be on file with Contractor for the duration of this Agreement. Upon request of Caltrans Contract Manager or their designee, Contractor must immediately provide to Caltrans a copy of the required MCP(s), if any.

11. Contractor Registration Program

A. No Contractor or Subcontractor may be listed on a bid proposal for a contract with prevailing wages unless registered with the DIR, pursuant to Labor Code Section 1725.5 (with limited exceptions from this requirement for bid purposes only under Labor Code Section 1771.1(a)).

B. No Contractor or Subcontractor may be awarded a contract with prevailing wages unless registered with DIR pursuant to Labor Code Section 1725.5.

C. Caltrans will verify each of the registration numbers provided by the bidder prior to Agreement award. Bidders that do not possess the required DIR registration will be deemed non-responsive and rejected from further consideration in the solicitation process.

12. Contractor’s License

Bidder must have, at time of quote submittal and for the duration of the contract, a valid, current C-4 - Boiler, Hot Water Heating and Steam Fitting Contractor license issued by the CSLB, for the type of work to be performed. Bidder shall obtain, pay for, and maintain, in good standing, all necessary licenses and permits to accomplish the work. Bidders will be considered non-responsive unless proper licensing requirements are met. An invalid license will result in rejection of the bid.

Positive verification of a valid license issued by the CSLB will be performed by Caltrans (Bus. and Prof. Code Section 7028.15).

13. Standard Title VI/Nondiscrimination Assurances (DOT Order No. 1050.2A)

Caltrans, in accordance with the provisions of Title VI of the Civil Rights Act of 1964 (78 Statute 252, 42 USC Sections 2000d to 2000d-4) and the Regulations, hereby notifies all bidders that it will affirmatively ensure that any Agreement entered into pursuant to this advertisement, disadvantaged business enterprises will be afforded full opportunity to submit bids in response to this invitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

14. Non-Collusion Declaration for Public Works

Bidder must submit a non-collusion declaration for Public Works. The Non-Collusion Declaration for Public Works is provided as a link in Attachment 2, Required Documents.

15. Bonds

Payment Bond Requirement: If the successful bidder’s bid exceeds $25,000, the successful bidder shall furnish a Payment Bond for not less than 100 percent (100%) of the total amount payable by the terms of this Agreement. The Payment Bond is due prior to the start date of work. No work may commence without receipt of a valid Payment Bond. The Payment Bond must be in effect at all times for the duration of the Agreement. If the Payment Bond expires during the term of the Agreement, a new Payment Bond must be provided to the Caltrans Contact Manager not less than 10 business days prior to its expiration. Failure to maintain a Payment Bond for the full term of this Agreement will be grounds for termination for default in addition to other legal remedies Caltrans may have. Inadequate or lack of a Payment Bond does not negate the Contractor’s obligations under this Agreement.

16. Insurance

A. The bidder who receives the Agreement award must provide a Certificate of Insurance providing proof of insurance to the Division of Procurement and Contracts within 10 working days from the date of notification of award. The State’s Office of Risk and Insurance Management will review insurance certificates and/or proof of self-insurance documentation before execution of the Agreement. Refer to the Proposed Form of Agreement, Exhibit E, for the applicable and specific Insurance requirements and coverage limits.

B. The insurance carrier shall provide an endorsement for the additional insured statement as follows:

Caltrans, State of California, its officers, agents, and employees shall be included as additional insured, but only with respect to work performed for the State of California under this Agreement.

C. The additional insured endorsement must accompany the certificate of insurance.

D. Satisfying a Self-Insured Retention (SIR)

All insurance required by this Agreement must allow, but not require, the State to pay any SIR and/or act as Contractor’s agent in satisfying any SIR. The choice to pay any SIR and/or act as Contractor’s agent in satisfying any SIR is at the State’s discretion. If the State chooses to pay any SIR and/or act as Contractor’s agent in satisfying any SIR, Contractor shall reimburse the State for the same.

E. Available Coverages/Limits

In the event the insurance coverages obtained by Contractor is broader in scope than, and/or the limits are higher than, those required under the Agreement, all such broader coverage and/or higher limits available to Contractor shall also be available and applicable to the State.

17. Darfur Contracting Act

A. The Darfur Contracting Act, Public Contract Code Section 10475-10481, applies to any company that currently or within the previous three (3) years has had business activities or other operations outside of the United States. The Act was passed by the California Legislature and signed into law by the Governor to preclude State agencies generally from contracting with “scrutinized” companies that do business in the African nation of Sudan (of which the Darfur region is a part), for the reasons described in Public Contract Code Section 10475. All bidders shall complete the Darfur Contracting Act Certification (DOT ADM-0077), provided as a link in Attachment 2, Required Documents, and submit with the proposal.

B. If your company has not, within the previous three (3) years, had any business activities or other operations outside of the United States, complete Option 1 on the ADM-0077.

C. A scrutinized company is a company doing business in Sudan as defined in Public Contract Code Section 10476. Scrutinized companies are ineligible to, and cannot, bid on or submit a proposal for an Agreement with a State agency for goods or services (Pub. Cont. Code Section 10477(a)).

D. Therefore, Public Contract Code Section 10478(a) requires a company that currently has (or within the previous three (3) years has had) business activities or other operations outside of the United States to certify that it is not a “scrutinized” company, during the Agreement award process with a State agency.

E. A scrutinized company may still, however, submit a bid or proposal for a Contract with a State agency for goods or services if the company first obtains permission from the Department of General Services (DGS) according to the criteria set forth in Public Contract Code Section 10477(b).

18. Price Quote Submittal

A. The price quote should be emailed as described below. The price quote must be received by the Caltrans, Division of Procurement and Contracts (DPAC), by dates and times shown in Section C, Price Quotation Requirements and Information.

B. The price quote email should be clearly marked with the IFPQ number, title, and ‘PRICE QUOTATION SUBMITTAL’, as shown in the following example:

IFPQ Number: 11A4247

PRICE QUOTATION SUBMITTAL–DO NOT OPEN

C. All quotes shall include the documents identified in the IFPQ; see Attachment 2, Required Documents. Quotes not including the required documents may be deemed non-responsive. A non-responsive price quote is one that does not meet the basic quote requirements.

D. Only an individual who is legally authorized to bind the proposing firm contractually shall sign all documents requiring a signature, and each document must bear a signature.

E. Email to: John.Leyva@dot.ca.gov

F. Pursuant to Government Code Section 14838.7, Caltrans must receive at least two (2) price quotes from certified SB/MBs or at least two (2) price quotes from DVBEs before it can make an Agreement award. Therefore, at Caltrans’ discretion, if only one price quote is received, the timeframe for receipt of price quotes may be extended in order to receive the minimum number of quotes required by the Government Code. All prospective bidders will be notified via email or telephone of any extensions.

G. Price quotes must include the performance of all the services described herein. Any attempt to modify the Price Quote Proposal document to deviate from the work specifications will not be considered and will cause a price quote to be rejected.

H. A price quote may be rejected if it is conditional, incomplete, or if it contains any alterations of form or other irregularities of any kind. Caltrans may reject any price quote on the basis that it is not responsive or from responsible bidder and may waive any immaterial deviation in a quote.

Caltrans’ waiver of an immaterial defect shall in no way modify the IFPQ document or excuse the bidder from full compliance with all requirements if awarded the Agreement.

I. Costs for developing price quotes and in anticipation of award of the Agreement are entirely the responsibility of the bidder and shall not be charged to Caltrans.

J. A bidder may modify a price quote after its submission by first withdrawing the original price quote and then by resubmitting a new price quote prior to the price quote submittal deadline.

Bidder modifications offered in any other manner, oral or written, will not be considered.

K. A bidder may withdraw a price quote by, prior to price quote submission deadline, submitting a written withdrawal request to Caltrans, at John.Leyva@dot.ca.gov, signed by the bidder or an agent authorized in accordance with Section L, below. A bidder may thereafter submit a new price quote prior to the price quote submittal deadline. Price quotes may not be withdrawn without cause subsequent to the price quote submittal deadline.

L. Only an individual who is authorized to bind the bidding firm contractually shall sign the Bid/Bidder Certification Sheet. The signature must also indicate the title or position that the individual holds in the firm. An unsigned price quote may be cause for bid rejection.

M. Caltrans may modify the IFPQ prior to the date fixed for submission of price quotations by the issuance of an addendum sent to all parties who received an IFPQ package.

N. Caltrans reserves the right to reject all price quotes for reasonable cause.

O. Bidders are cautioned not to rely on Caltrans during its evaluation process to discover and report to the bidder any defects and errors in the submitted documents. Before submitting their documents, bidders should carefully proof them for errors and full adherence to the IFPQ requirements.

P. Where applicable, bidder should carefully examine work sites and specifications. Bidder shall investigate conditions, character, and quality of surface or subsurface materials or obstacles that might be encountered. No additions or increases to the Agreement amount will be made due to a lack of careful examination of work sites and specifications.

Q. Caltrans does not accept alternate Agreement language from a bidder. A price quote with such language will be considered a counter proposal and will be rejected. The State’s General Terms and Conditions (GTC 02/2025) are not negotiable. The GTC 02/2025 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.

19. Evaluation and Selection

A. At the time of quote opening, price quotes will be checked for the presence or absence of required information in conformance with the submission requirements of this IFPQ.

B. Caltrans will check the price quote submittal package to verify it received all required documents. Positive verification of required documents will be performed to determine its responsiveness to the State’s needs.

C. Price quotes that contain false or misleading statements, or which provide references, which do not support an attribute or condition claimed by the bidder, shall be rejected.

D. The Agreement, if awarded, shall be awarded to the responsible bidder who submits the lowest price quote and meets all the specifications. A price quote meets the specifications if it complies with all the requirements in this solicitation. In the event of a tie quote, Caltrans will draw lots to determine the successful bidder. Only one (1) price quote may be submitted by an entity:

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 individual, firm, partnership, corporation, joint venture, or combination thereof. Receipt of more than one (1) price quote from an entity will result in all quotes from that entity being rejected and returned to the bidder.

20. Standard Conditions of Service

A. Service shall not begin before the start date set forth in the Agreement. After all approvals have been obtained, and the Agreement is executed should Contractor fail to commence work at the agreed upon time, Caltrans, upon five (5) days written notice to contractor, reserves the right to terminate the Agreement. In addition, contractor shall be liable to Caltrans for the difference between contractor’s quote price and the actual cost of performing the work by the second low bidder or by another contractor.

B. All performance under the Agreement shall be completed on or before the expiration date of the Agreement.

C. Antitrust Provisions

1) Bidder offers and agrees, and will require all of his other Subcontractors and suppliers to agree, that if the bid is accepted to assign to the awarding body all rights, title, and interest in and to all causes of action they may have under Section 4 of the Clayton Act (15 USC Section 15) or under the Cartwright Act (Chapter 2 (commencing with Section 16700) of Part 2 of Division 7 of the Business and Professions Code) arising from purchases of goods, services, or materials pursuant to the public works Agreement or subcontract. The assignment made by Contractor and all additional assignments made by Subcontractors and suppliers shall be deemed to have been made and will become effective at the time the awarding body tenders final payment to Contractor without further acknowledgment or the necessity of tendering to the awarding body any written assignments.

2) If an awarding body or public purchasing body receives, either through judgment or settlement, a monetary recovery for a cause of action assigned under Government Code Sections 4550-4554, the assignor shall be entitled to receive reimbursement for actual legal costs incurred and may, upon demand, recover from the public body any portion of the recovery, including treble damages, and attributable overcharges that were paid by the assignor but were not paid by the public body as a part of the price quote, less the expenses incurred in obtaining that portion of the recovery.

3) Upon demand in writing by the assignor, the assignee shall, within one year from such demand, reassign the cause of action assigned under Government Code Sections 4550- 4554 if the assignor has been or may have been injured by the violation of law for which the cause of action arose and (a) the assignee has not been injured thereby, or (b) the assignee declines to file a court action for the cause of action (See Government Code Section 4554).

D. If bidder is awarded Agreement and refuses to sign Agreement presented for signature within time and manner required, bidder will be liable to Caltrans for actual damages resulting to Caltrans therefrom or 10 percent (10%) of the amount quoted, whichever is less.

E. Loss Leader usage is prohibited in this Solicitation: It is unlawful for any person engaged in business within this State to sell or use any article or product as a "loss leader" as defined in Business and Professions Code Section 17030. "Loss Leader" means any article or product sold at less than cost: a) where the purpose is to induce, promote, or encourage the purchase of other merchandise; or b) where the effect is a tendency or capacity to mislead or deceive purchasers of prospective purchasers; or c) where the effect is to divert trade from or otherwise injure competitors.

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

21. Executive Order N-6-22 – Russia Sanctions

On March 4, 2022, Governor Gavin Newsom issued Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law unless the contract has been Federalized (i.e. there is federal participation in any phase). By submitting a bid or proposal, Contractor represents that it is not a target of Economic Sanctions. Should the State determine Contractor is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for rejection of the Contractor’s bid/proposal any time prior to contract execution, or, if determined after contract execution, shall be grounds for termination by the State.

22. Executive Order N-12-23 – Generative Artificial Intelligence (GenAI) Technology Use and Reporting

A. 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.

B. Bidder / Offeror must notify the State in writing if it:

1) Intends to provide GenAI as a deliverable to the State; or

2) Intends to utilize GenAI as a deliverable to the State; including GenAI from third parties, to complete all or a portion of any deliverable that materially impacts:

a. Functionality of a State system,

b. Risk to the State, or

c. Contract performance.

Note: For avoidance of doubt, the term “materially impacts” shall have the meaning set forth in State Administrative Manual (SAM) § 4986.2 Definitions for GenAI.

C. Failure to report GenAI to the State may result in disqualification. The State reserves the right to seek any and all relief to which it may be entitled to as a result of such non-disclosure.

D. Upon notification by a Bidder / Offeror of GenAI as required, the State reserves the right to incorporate GenAI Special Provisions into the final contract or reject bids/offers that present an unacceptable level of risk to the State.

E. Government Code 11549.64 defines “Generative Artificial Intelligence (GenAI)” as an artificial intelligence system that can generate derived synthetic content, including text, images, video, and audio that emulates the structure and characteristics of the system’s training data.

https://www.gov.ca.gov/wp-content/uploads/2022/03/3.4.22-Russia-Ukraine-Executive-Order.pdf

STATE OF CALIFORNIA ∙ DEPARTMENT OF TRANSPORTATION Agreement Number 11A4247

PRICE QUOTE PROPOSAL Attachment 1 Page 1 of 2

ADM-1412 (REV. 5/2025)

Contractor’s Name (Please Print):

Item Number

Estimated Quantity

Unit of Measure Item

Unit Price (Price Per Unit of

Measure)

Total (Estimated Quantity

X Unit Price)

1 9 Each

All labor, tools, equipment, travel, and incidentals necessary to provide quarterly boiler preventative maintenance, inspection, testing, and reporting per STD 213, Exhibit A, Scope of Work.

2 3 Each

All labor, tools, equipment, travel, and incidentals necessary to provide annual boiler preventative maintenance, inspection, testing, and reporting per STD 213, Exhibit A, Scope of Work.

3 12 Each

All labor, tools, equipment, travel, and incidentals necessary to provide quarterly primary and secondary pump and motor preventative maintenance, inspection, testing, and reporting per STD 213, Exhibit A, Scope of Work.

4 12 Each

All labor, tools, equipment, travel, and incidentals necessary to provide quarterly expansion tank inspection, testing, and reporting per STD 213, Exhibit A, Scope of Work.

5 24 Per Hour Hourly rate to include all labor necessary to provide non-routine repairs to boiler, primary and secondary pump motors and motors, and expansion tank, per STD 213, Exhibit A, Scope of Work.

6 24 Per Hour Hourly rate to include all labor necessary to provide routine repairs to boiler, primary and secondary pump motors and motors, and expansion tank, per STD 213, Exhibit A, Scope of Work.

7 Subtotal (Lines 1-6) $

Maximum allowable expenditure for all materials, supplies, parts, fees, and permits per Exhibit A. Actual costs will be reimbursed based on submitted original receipts. Enter 10 percent (10%) of the Subtotal amount (0.10 x Subtotal) here.

STATE OF CALIFORNIA ∙ DEPARTMENT OF TRANSPORTATION Agreement Number 11A4247

PRICE QUOTE PROPOSAL Attachment 1 Page 2 of 2

ADM-1412 (REV. 5/2025)

1) The above quantities are estimates only and are given as a basis for comparison of quotes. No guarantee is made or implied as to the exact quantity that will be needed.

2) In case of discrepancy between the unit price and the total set forth for a unit basis item, the unit price shall prevail.

3) Do not alter, modify, or change this quote proposal sheet. Any alterations, modifications, or changes to this quote proposal sheet will be grounds to reject the quote.

4) Each line item must be quoted. Do not leave any unit price column blank or this quote proposal sheet will be deemed non-responsive.

Total Proposal (Lines 7 and 8)

Attachment 2 Required Documents

The following documents should be submitted, or your bid may be considered non-responsive.

Do not submit this checklist, the Proposed Form of Agreement, company advertisements, brochures, informational pamphlets, or any other document unless specifically noted in the IFPQ Requirements and/or as listed below.

☐ Attachment 1 – Price Quote Proposal (ADM-1412)

☐ Bid/Bidder Certification Sheet (DOT ADM-1416) Bid/Bidder Certification Sheet

☐ Non-Collusion Declaration Non-Collusion Declaration

☐ Darfur Contracting Act Certification

The following documents will be requested of the WINNING BIDDER at time of contract award;

they are NOT required at time of bid submittal:

☐ Contractor Certification Clauses (CCC 04/2017) Contractor Certification Clauses

☐ Payment BondPayment Bond

☐ Insurance (Requirements outlined in Proposed Form of Agreement, Exhibit E, Items 1 & 2)

☐ Payee Data Record (STD 204) Payee Data Record https://forms.dot.ca.gov/v2Forms/servlet/FormRenderer?frmid=DOTADM1416 https://forms.dot.ca.gov/v2Forms/servlet/FormRenderer?frmid=DOTADM1418 https://forms.dot.ca.gov/v2Forms/servlet/FormRenderer?frmid=DOTADM0077 https://www.dgs.ca.gov/-/media/Divisions/OLS/Resources/CCC-042017.pdf?la=en&hash=4DE3E4DC414511AE378794200BA43EBF91C758EE https://forms.dot.ca.gov/v2Forms/servlet/FormRenderer?frmid=DOTADM2009 https://www.documents.dgs.ca.gov/dgs/fmc/pdf/std204.pdf

Attachment 3 Proposed Form of Agreement

Note to Bidders: The following pages represent a sample of the Agreement that will be awarded, if any, from this IFPQ. Please review it carefully and present any questions in writing to the contact identified for this IFPQ.

2. The term of this Agreement is:

Contractor’s Name TBD Agreement Number 11A4247

Exhibit A Public Works (State)

Scope of Work

1. Contractor agrees to provide to the California Department of Transportation (Caltrans) all labor, materials, parts, tools, supplies, equipment, travel, and incidentals necessary to provide boiler, primary and secondary pump and motors, and expansion tank maintenance and repair services as described herein.

2. Subcontracting is not permitted under this Agreement. All references to subcontracting or Subcontractors as found herein are not applicable to this Agreement.

3. The services shall be performed at Caltrans District 11 Transportation Maintenance Center (TMC), located at 7183 Opportunity Road, San Diego, CA 92111, in San Diego County.

4. Any reference to Caltrans Contract Manager shall also include his/her designee.

5. This Agreement will commence on December 1, 2025 (Est.), or upon approval by Caltrans, whichever is later, and no work shall begin before that time. This Agreement is of no effect unless approved by Caltrans. Contractor shall not receive payment for work performed prior to approval of the Agreement and before receipt of notice to proceed by Caltrans Contract Manager. This Agreement will expire on November 30, 2028 (Est.). The routine services shall be provided during normal business hours Monday through Friday 7:00 a.m. to 4:00 p.m., excluding State holidays. The non-routine services shall be provided on days and times specified by Caltrans Contract Manager and may take place outside the normal business hours of Monday through Friday, 7:00 a.m. to 4:00 p.m., and on State holidays.

The parties may amend this Agreement as permitted by law.

6. All inquiries during the term of this Agreement will be directed to the project representatives listed below:

California Department of Transportation (Caltrans):

Contractor: TBD

Section/Unit: District 11/Traffic Operations Project Manager:

Caltrans Contract Manager: TBD

Address 7183 Opportunity Road San Diego, CA 92111

Address

Business Phone Number: Business Phone Number:

Email: Email:

7. Assignment of Work

A. Caltrans Contract Manager shall issue a Service Request via email to Contractor for routine and non-routine services. See Attachment A, Service Request.

B. The Service Request shall include the following information:

1) Agreement Number

2) Service Request Number

3) Date of Request

4) Contact name and requestor

Exhibit A Public Works (State)

5) Caltrans Contract Manager’s name

6) Prospective Date of Service

7) Type of Service (routine or non-routine)

8) Time of Service (day(s) and time(s))

9) Location Address of service

10) Specific Scope of Work to be performed under the Service Request, in accordance with the Scope of Work in this Exhibit A.

11) Signature of Caltrans Contract Manager

C. A Service Request may be classified as either of the following types:

1) Routine: work that requires maintenance and/or repair services where there is no immediate danger, no risk to public health, and no unsafe conditions posed to State property and/or employees.

2) Non-Routine: vital work that requires repair services to be done in order to limit imminent damage, or safety hazard of State property and/or employees.

D. Contractor shall respond to routine Service Requests within 48 hours of issuance. A non-routine Service Request shall be initiated first via phone call and shall be followed up with the written Service Request. Once contacted for non-routine services, Contractor shall have two (2) hours to respond to Caltrans Contract Manager.

8. Work Schedule

A. Upon approval of this Agreement, Caltrans Contract Manager will schedule a kick-off meeting with Contractor to discuss and approve the schedule and dates for work to be completed within the timeframe provided in this Agreement. All work shall be coordinated with Caltrans Contract Manager.

B. Contractor shall begin work within five (5) business days from written approval or “Notice to Proceed” by Caltrans Contract Manager. Failure to begin work within five (5) business days, or to execute the work diligently, shall be considered grounds for termination of this Agreement.

C. Quarterly services shall be coordinated with Caltrans Contract Manager with the first quarterly service occurring no later than 90 calendar days from Agreement execution.

Quarterly services thereafter shall be provided no more frequently than 75 calendar days from completion of the previous same quarterly service and as coordinated with Caltrans Contract Manager.

D. The annual services shall be coordinated with Caltrans Contract Manager to be performed within 365 days of Agreement execution.

E. Contractor shall be available to examine the on-site work with Caltrans Contract Manager and maintain coordination between the proposed schedule and any alterations made to that schedule.

F. Contractor shall inform Caltrans Contract Manager of any delays (within two (2) working days of identification) to the approved schedule that may impact key milestones and/or the timely completion of the project. Contractor shall submit a corrective action plan for

Exhibit A Public Works (State) review and acceptance by Caltrans Contract Manager whenever the project falls two (2) working days behind the accepted schedule.

G. During the term of this Agreement, and notwithstanding the described hours and calendar schedule, Caltrans Contract Manager and Contractor may occasionally mutually agree in writing to modify workdays or hours to reasonably accommodate the completion of work.

9. Equipment

HVAC Unit Type Unit Make Model Serial Number

Boiler DB-1 Patterson Kelley

N700 AY060832147

Boiler DB-2 Patterson Kelley

N700 AY140832255

Primary Pump HWP-1 Grundfos 96411806-P10821 Type: TP50-40/

4 A-G-A-BUBE

Primary Pump HWP- 2 Grundfos 96411806-P10821 Type: TP50-40/4

A-G-A-BUBE

Primary Motor HWP-1 Baldor 84.654601 W0710262672

Primary Motor HWP-2 Baldor 84.654601 W2003184117

Secondary Pump HWP-3 Paco 16-12707-130101- 1442P

1971111978-10

Secondary Pump HWP-4 Paco 16-12707-130101- 1442P

1971166032-10A

Secondary Motor HWP-3 Baldor VEJMM3116T F1807261683

Secondary Motor HWP-4 Baldor VJMM3116T F1503301178

Expansion Tank NA Extrol AX80V 310259

10. Description of Work

Contractor shall perform preventative maintenance (PM) services on the equipment listed in Section 9 Equipment, in accordance with manufacturer’s standards. Contractor shall report inspection results to Caltrans Contract Manager via email upon completion of inspections.

A. Contractor shall perform quarterly boiler PM services and inspections to include, but not limited to the following:

1) Inspect for gas leaks

Exhibit A Public Works (State)

2) Inspect flue for proper venting

3) Inspect for water leaks

4) Clean boiler air openings and screens (as needed)

5) Inspect flame condition – adjust as required

6) Inspect electrical connections – tighten as necessary

7) Test operation of gas valve

8) Inspect interior of unit and panel fasteners

9) Test operation of makeup water system and test pressure

10) Inspect for signs of overheating

11) Inspect expansion tank air pressure or level

12) Inspect for cracked, warped or dirty heat exchanger

13) Inspect for signs of condensation

14) Test operation of safety controls

15) Inspect gauges for accuracy

16) Test operation of ignition system

17) Test operation of flow switch

B. Contractor shall perform annual boiler PM inspection and service to include, all tasks listed in section A, and the following per equipment listed in Section 9 Equipment:

1) Inspect unit and pipe insulation.

2) Inspect firebrick for defects.

3) Clean inlet strainer (if applicable).

4) Clean burners (& air filter if applicable).

5) Perform combustion analysis and provide report.

6) Blow down air separator and test for proper operation.

7) Advise on future upgrades or replacements.

C. Contractor shall perform quarterly primary and secondary pump PM inspections to include the following per equipment listed in Section 9 Equipment:

1) Visually inspect coupling

2) Inspect flow in sealing or flushing line

3) Clean away any debris

4) Inspect electrical connections, tighten as necessary

5) Inspect all electrical contacts

6) Inspect unit(s) for excessive vibration and noise

7) Inspect mounting points for secureness and tighten

Exhibit A Public Works (State)

8) Inspect exterior of pumps and gaskets for leaks

9) Check the temperature of bearings

10) Lubricate pump bearings

11) Check gauge functions for accuracy

12) Clean inlet strainer

13) Check differential pressure across inlet and outlet

D. Contractor shall perform quarterly primary and secondary motor PM inspections to include the following per equipment listed in Section 9 Equipment:

1) Clean away any debris

2) Inspect electrical connections, tighten as necessary

3) Test pump motor(s) operation

4) Check for excessive vibrations or unusual noises

5) Check the temperature of the bearings

6) Lubricate motor bearings

7) Take amperage readings with multimeter

E. Contractor shall perform quarterly expansion tank PM inspections to include the following per equipment listed in Section 9 Equipment:

1) Check tank pressure

2) Check water level in the tank

11. Materials/Supplies/Parts

Contractor will be reimbursed for the actual cost of materials/supplies/parts purchased to be consumed or installed at the work site in performance of the Agreement (including applicable sales tax), without additional allowance for markup. No additional compensation will be made for the cost to acquire, store, or deliver any purchased items. Cost of materials/supplies/parts are to be substantiated by submitting a copy of the appropriately signed original invoice verifying the actual cost. Total expenditures for materials/supplies/parts shall not exceed the amount set forth in Price Quote Proposal, Attachment 1.

12. Materials and Workmanship

A. If, after installation, Caltrans Contract Manager determines the equipment to be operating at sub-standard levels due to defects, errors, or omissions, Caltrans reserves the right to discontinue operating the equipment until it can be corrected and/or replaced by Contractor at Contractor’s sole expense. Contractor shall be responsible for all damages to work of other trades caused by its defective equipment and shall incur all costs for its repair/replacement.

B. A third “call back” to complete/correct work may constitute grounds for termination of the Agreement termination for default per Exhibit D, Section 2.

Exhibit A Public Works (State)

13. Discovery of Asbestos, Lead-Based Paint, or Other Hazardous Substances/Material

A. If Contractor discovers or suspects asbestos, lead-based paint, or other known hazardous substances/materials in the area affected by the Agreement, Contractor shall STOP WORK IMMEDIATELY. Contractor shall verbally notify Caltrans Contract Manager of these findings immediately and confirm verbal notification in writing within twenty-four (24) hours. Contractor is not responsible for any work related to clean up or disposal of these substances.

B. Continuation of work shall not commence until Contractor has been authorized to do so in writing, by Caltrans Contract Manager.

C. Should it become necessary to terminate a service request, Contractor shall be compensated only for work in progress or actually completed to Caltrans Contract Manager’s satisfaction. No payment shall be made for delay or lost profits anticipated for uncompleted work.

D. Failure to notify Caltrans Contract Manager of the discovery of asbestos, lead-based paint or other hazardous substances/materials may result in immediate termination of the Agreement for default. Contractor shall be responsible for all damages arising from failure to disclose the discovery of any hazardous substances.

E. No hazardous materials or waste shall be handled by Contractor. Contractor shall notify Caltrans Contract Manager of any hazardous materials immediately upon discovery.

14. Damages to State Property

In the event that any Caltrans property is damaged as a result of the actions of Contractor, or its employees, Contractor shall repair, at its sole expense, the damage which has occurred as a direct result of Contractor, or its employees. Repair efforts must be performed in a manner in which ensures all warranties are maintained for any products that are damaged. Repair efforts shall include the full costs for all required labor and materials. If the repair must be completed by an outside entity, Caltrans Contract Manager will approve of who shall be hired to complete the work.

15. General Contractor Responsibilities

A. Contractor shall ensure that only qualified and competent employee(s) are permitted on the job site and that the work shall be safely performed by the highest industry standards. Contractor shall take all the necessary precautions to prevent injury or hazard to Caltrans employee(s), invitee(s) and/or the general public.

B. Contractor shall conduct its operation in such a manner as to avoid injury or damage to the property of Caltrans or any adjacent property.

C. Contractor shall avoid causing unreasonable inconvenience to any person(s) doing business on Caltrans property. In the event Contractor’s operation creates a condition hazardous to Caltrans property, its occupants, or the general public, Contractor shall provide warning signs alerting to any dangerous conditions at Contractor’s own expense and without cost to Caltrans.

D. Prior to the commencement of waste disposal, Contractor must adhere to the provisions highlighted in Senate Bill 1383 (Lara) of 2016 Title 14, CCR, General Provisions section 18981.2, Public Resources Code sections 42652 et. Seq.

Exhibit A Public Works (State)

16. Contractor Project Manager Responsibilities

A. Contractor Project Manager shall coordinate work-related matters and Contractor’s operations under this Agreement.

B. In addition to other responsibilities described in this Agreement, Contractor Project Manager shall be responsible for all matters related to Contractor’s personnel including, but not limited to, the following:

1) Ensure deliverables meet the criteria established by the Agreement

2) Supervise, review, monitor, train, and direct Contractor’s personnel

3) Include Caltrans Contract Manager in written communications to other Caltrans personnel for any clarification on the scope of work

4) Assign qualified personnel to complete the required Service Request work, as specified, on an “as-needed” basis in coordination with Caltrans Contract Manager

5) Administer personnel actions for Contractor personnel and ensure appropriate actions taken for sub-contractor personnel

6) Implement and maintain quality control procedures to ensure product and service accuracy

7) Ensure all applicable safety measures are in place

8) Provide invoices in a timely manner

9) Review invoices for accuracy and completion before billing to Caltrans

10) Monitor and maintain required DBE or DVBE participation, if applicable

11) Ensure the schedules, deliverables and the deliverables’ requirements set forth in the Agreement are satisfied

12) Ensure compliance with the provisions in this Agreement and all specific Service Request requirements

17. Code of Conduct

Contractor and its employees shall be aware that they are working on Caltrans property and be courteous and respectful at all times. Contractor and its employees shall refrain from using loud voices, inappropriate language, and shall conduct themselves in a professional manner at all times. If Contractor’s employees display any behavior that Caltrans Contract Manager deems inappropriate or offensive, Caltrans Contract Manager will have the right to remove that employee from doing further work on this Agreement.

18. Final Clean Up

A. Contractor shall leave the work site in a neat and clean condition. Contractor shall clean and keep the area in an orderly, safe, and clean condition including, but not limited to, spills and smudges.