INVITATION FOR BIDS # 27-015

CalOptima is soliciting bids for a California Class B licensed general contractor to permit and remodel approximately 1,000 square feet of the first floor in a ten-story commercial office building located at 505 City Parkway West, Orange, CA 92868. Contractor will furnish all site management, labor, equipment and material to complete renovations of the area, referred to as “First Floor Men’s and Women’s Restroom Renovation.

SCHEDULE

PRE-BID MEETING DATE AND TIME October 28, 2026 @ 10:00 am – 11:00am Pacific Time

IS PRE-BID MEETING MANDATORY? ☒Yes ☐ No

PRE-BID MEETING LOCATION

505 City Parkway West Orange, CA 92868

DEADLINE FOR QUESTIONS & COMMENTS November 2, 2026 @ 12:00pm Pacific Time

BID DUE DATE AND TIME November 13, 2026 @ 2:00pm Pacific Time

CONTRACT

TOTAL ESTIMATED BUDGET $

EXPECTED INITIAL DURATION OF AGREEMENT TBD by Schedule

OPTIONS TO RENEW N/A

REQUIRED BONDS ☒Bid ☒Payment ☒Performance ☐ None

PAYMENT METHOD Invoice for Work Completed

DESIGNATED POINT OF CONTACT

NAME Lisa Ha EMAIL Lisaha@CalOptima.org

Direct all communication relating to this solicitation to the designated Point of Contact above.

Submit bids via CalOptima’s online solicitation portal at: Bidnet Direct.

Paper, faxed, emailed, or hand-written bids will not be considered.

Plans, drawings, and specification are Attachment C in the Documents section of Bidnet.

https://www.bidnetdirect.com/california/caloptimahealth https://www.caloptima.org/

TABLE OF CONTENTS

SECTION 1 - INSTRUCTIONS TO BIDDERS

1.1 Questions, Comments, and Requests for Substitutions

1.2 Communication

1.3 Pre-bid meeting and site visits

1.4 Modification or Withdrawal of Bids

1.5 Prohibited Prior Work

1.6 Revisions to the Solicitation

1.7 No Commitment

1.8 Bonds

1.9 Subcontracts

1.10 Minimum Self-Performance Requirement

1.11 Bid Pricing

1.12 Estimated Quantities

1.13 Submission and Opening of Bids

1.14 Public Records

1.15 Mistakes in Bids

1.16 Electronic Signature

1.17 Acceptance and Award

1.18 Determination of Responsibility

1.19 Required with Bid Submission

1.20 Draft Contract

1.21 Post Award Requirements

SECTION 2 - PROTESTS

2.1 Protest Eligibility

2.2 Protest Deadlines

2.3 Protest Contents

SECTION 3 - BIDDERS REPRESENTATIONS AND CERTIFICATIONS

SECTION 4 - SCOPE OF WORK

4.1 Overview

4.2 Project Description

4.3 General Project Requirements

4.4 Workplace Requirements

4.5 Contractor Responsibilities

SECTION 5 - CONTRACTOR WORK RULES & REGULATIONS

5.1 General

5.2 Events Requiring Notice to Property Management

5.3 Contractor Behavior on Property

5.4 Contractor Storage of Materials

5.5 Deliveries

SECTION 6 - MINIMUM QUALIFICATIONS

ATTACHMENT A - NON-COLLUSION STATEMENT PURSUANT TO PCC §7106

ATTACHMENT B - CA LABOR CODE §1861 CERTIFICATION

ATTACHMENT C - CALOPTIMA B505 RESTROOM UPGRADE 1ST FLOOR

ATTACHMENT D INSTRUCTIONS FOR COMPLETING PRICING FORM

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SECTION 1 - INSTRUCTIONS TO BIDDERS

1.1 Questions, Comments, and Requests for Substitutions

1.1.1 Submit questions, comments, and requests for revisions via CalOptima’s online solicitation portal by the Deadline for Questions and Comments. Responses will be posted on CalOptima’s online solicitation portal as they are completed. The portal will not accept questions or comments after the deadline.

1.1.2 Requests for revisions to specifications, or substitution of an alternate item “as equal” to one specified, must include a description of the specification to be modified, a description of the specification or item to be substituted, and a justification for the revision. Include samples of the proposed new products/goods as appropriate. Any testing of suggested alternate materials will be at Contractor’s expense. CalOptima will not pay for samples or for testing.

1.1.3 Bids that include exceptions or revisions to the contract or specifications, and conditional bids, may be considered non-responsive and rejected.

1.2 Communication

CalOptima solicitations, once published, are confidential and no bidder or person acting on behalf of a prospective bidder may communicate with or discuss the solicitation with any officer, agent, or employee of CalOptima other than the Designated Point of Contact.

Violation of this rule by a bidder or bidder’s representative may result in rejection of the bid and the bidder being found non-responsible, being barred from participating in this or future procurements, and becoming subject to other legal penalties.

1.3 Pre-bid meeting and site visits

1.3.1 Answers to questions raised prior to and at the pre-bid meeting will be posted on CalOptima’s online solicitation portal.

1.3.2 If the pre-bid meeting is mandatory, bidders who did not attend the pre-bid meeting will be disqualified from submitting bids.

1.4 Modification or Withdrawal of Bids

1.4.1 Prior to the Due Date and Time bids may be withdrawn or replaced at any time without penalty and may be resubmitted. Revisions and modifications to bids may be made by withdrawing the bid and submitting a new bid. To avoid confusion, notify the Designated Point of Contact of the replacement.

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1.4.2 After the Due Date and Time, bids may not be modified unless clarification is requested by CalOptima.

1.4.3 Bids may be withdrawn without penalty due to mistakes or mathematical errors, if a bidder provides evidence of a mistake or error within five business days.

1.5 Prohibited Prior Work

1.5.1 No person or entity may submit a bid in response to this solicitation if that person or entity has:

A. Been a single entity that drafted or directly assisted CalOptima in establishing specifications and requirements for this procurement, or

B. Had access and exposure to information pertinent to this procurement that is unavailable to other bidders.

1.5.2 Bidders that received assistance from any such person or entity will be disqualified.

1.5.3 The prohibition does not apply to general, non-specific advice or information offered to CalOptima that would not create a competitive advantage for a potential bidder, nor does it apply if multiple sources were consulted for suggestions and advice prior to release of the solicitation.

1.6 Revisions to the Solicitation

CalOptima may revise or reissue this solicitation, in whole or in part, for any reason.

Revisions will be posted as addenda on CalOptima’s online solicitation portal. No other revision of this solicitation will be valid. Bidders are responsible for ensuring that they have received all addenda prior to submitting bids, and for compliance with all changes, modifications, or requirements put out through addenda. CalOptima will not be responsible for a bidder’s failure to check CalOptima’s online solicitation portal prior to submitting a bid.

1.7 No Commitment

This solicitation does not commit CalOptima to make an award, nor will CalOptima pay any costs incurred preparing and submitting bids, or in making necessary studies for the preparation of bids. CalOptima may reject all bids and cancel this solicitation for any reason.

1.8 Bonds

1.8.1 For public work projects over $25,000, a bid bond in the amount of 10% of the bid price is required for construction contracts.

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1.8.2 For public work contracts over $25,000, both a payment bond and a performance bond are required prior to commencement of work, each for 100% of the bid price.

1.8.3 Bidders may submit a bid bond electronically as the 10% bid security. If submitted electronically, the bid bond must be issued by an admitted surety insurer licensed to issue surety bonds in the State of California

1.8.4 Electronic bid bonds will only be accepted if executed and authenticated through a verified third-party electronic bonding platform integrated with BidNet (e.g., Surety2000).

1.8.5 Bidders using electronic bid bonds must input their unique electronic bond verification code or identification number into the designated field within BidNet prior to the designated bid closing time.

1.9 Subcontracts

1.9.1 If subcontractors are to be used, the identity of each subcontractor and the work to be undertaken by each must be provided with bids, per CA Public Contract Code §§4100-4114. Bids without this information will be rejected as non-responsive.

1.9.2 No contractor or subcontractor may be listed on a bid or awarded a contract for a public works project unless registered with the Department of Industrial Relations, per California Labor Code §1725.5.

1.10 Minimum Self-Performance Requirement

1.10.1 The Prime Contractor must perform work equivalent to at least 20% of the total contract price. This means workers employed and paid by the Prime Contractor, using equipment owned or rented by the Prime Contractor.

1.10.2 Failure to meet the designated threshold or misrepresenting subcontracted percentages may render the bid non-responsive.

1.11 Bid Pricing

1.11.1 Use only the Price Form included with this solicitation. Complete it as instructed and ensure that it contains all required information in all tabs. Use of any other price form, an incomplete price form, a hand-written price form, or failure to submit prices as directed may result in the bid being found non-responsive.

1.11.2 List all subcontractors on the pricing sheet. Break out and describe the work to be done by each subcontractor, and using the appropriate tab, provide the subcontractor’s contact and license information. If work is to be self-

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performed, state “self” on the pricing sheet. Do not leave blanks for any work included in the bid.

1.11.3 The bid prices will remain firm during the contract term unless otherwise agreed to by CalOptima.

1.11.4 While CSI divisions are provided on the pricing sheet for convenience, the Total Bid Price must reflect the entire project as represented in the bid documents, including all materials, equipment, supplies, general conditions, site security, mark-ups, allowances, and sales taxes required to complete the project.

Bidders may insert additional CSI categories and lack of a CSI division for pricing will not give rise to any change order.

1.11.5 Include a daily rate with the bid submission. This will be used, if required, for changes in the number of days to complete the work that are not the fault of the contractor.

1.11.6 Calendar days to complete the project will be based on the schedule provided by bidder and will be calculated from CalOptima's formal Notice to Proceed.

1.11.7 All workers employed on public works projects must be paid the prevailing wage published by the California Department of Industrial Relations.

1.12 Estimated Quantities

If the solicitation results in an indefinite delivery / indefinite quantity, or requirements contract, the actual amount of goods or services requested by CalOptima may be less than the maximum value of the contract and there is no guarantee, either expressed or implied, as to the actual quantity of goods and services that will be authorized under the contract.

1.13 Submission and Opening of Bids

1.13.1 Prior to submitting a bid, check CalOptima’s online portal for addenda. Bidders are responsible for compliance with all addenda and revisions to the procurement documents.

1.13.2 Allow time for all documents to upload in CalOptima’s online solicitation portal . Failure to fully complete an upload prior to the due date and time may result in rejection of a bid.

1.13.3 Complete all documents electronically. Other than signatures, hand-written responses, whether or not submitted electronically, may be rejected.

1.13.4 CalOptima may waive any irregularities in a bid if the waiver does not substantially change the offer or provide a competitive advantage to a bidder.

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1.13.5 No bids submitted by email, or any modifications to previously submitted bids made by email, will be considered.

1.13.6 Bids must be signed by a legally authorized representative of the entity submitting the bid.

1.13.7 Failure to comply with the requirements of this IFB or evidence of unfair bid practices will be cause for rejection of the bid.

1.14 Public Records

1.14.1 All bids and all materials submitted with bids become the property of CalOptima.

1.14.2 CalOptima is subject to California Public Records Act (California Government Code, Section 7920 et. seq.). With selected exceptions, the contents of any submissions will be treated as open records and will be open to inspection by interested parties after a contract is executed or CalOptima rejects all bids.

1.14.3 If submitting confidential or proprietary information as part of a bid, clearly delineate any limits on the use or distribution of that material in writing.

Documents protected by law from public disclosure will not be disclosed if clearly marked with the word "Confidential" on each applicable page, with each confidential provision clearly identified. A mere list of confidential pages will not suffice to meet this requirement. Requests to treat the entire bid as confidential will be rejected and will result in no part of the bid being treated as confidential. By marking any portion of a bid as confidential, the bidder agrees to indemnify, defend, and hold CalOptima harmless from any subsequent litigation or costs arising from CalOptima’s withholding of those materials under the California Public Records Act.

1.14.4 Trade secrets may be marked as confidential only to the extent they meet the requirements of the California Uniform Trade Secrets Act (CUTSA). Only information claimed to be a trade secret at the time of submittal to CalOptima and marked as confidential in a bid will be treated as a trade secret.

1.14.5 Public record requests for materials regarding a solicitation will be denied as premature while the solicitation is ongoing, until a contract has been executed or the solicitation has been cancelled.

1.15 Mistakes in Bids

1.15.1 If there is an obvious disparity between the unit prices or lump sum of the lowest apparent responsible bidder and other bidders, CalOptima may contact the apparent low bidder to validate the bid. This does not relieve a bidder from the responsibility of submitting a correct bid and no change to the bid price will be allowed. If the bidder can provide convincing evidence to the Designated

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Point of Contact that the bid was a mistake, the bid for that item or items may be withdrawn without penalty.

1.15.2 Bidders have two business days after the unofficial bid tabulation is announced to notify the Designated Point of Contact, in writing, of any alleged mistakes in bids. The communication must include evidence that supports the existence of the mistake.

1.15.3 If the basis of award is “all or nothing”, and a mistake was made, then the entire bid may be forfeited. If the basis of award is “line by line”, the bidder’s other line-item prices may be considered. If the basis of award is “by groups” and the mistake is part of any group or line items within a group, the entire group will not be considered for award.

1.16 Electronic Signature

By submitting a bid or quote electronically, the bidder acknowledges that it has made a legal offer, is bound by all responsibilities of a legal offer, is subject to penalties for failing to be bound by a legal offer exactly as if the bid or quote had been physically signed and that the person whose signature is electronically affixed is authorized to sign and submit the bid or quote.

1.17 Acceptance and Award

1.17.1 Award, if made, will be to the responsive, responsible bidder offering the lowest price or prices.

1.17.2 After receipt and review of bids, an unofficial tabulation will be announced.

Posting of the tabulation does not constitute an award. CalOptima will issue a Purchase Order or contract to the successful bidder.

1.18 Determination of Responsibility

Prior to awarding a contract, CalOptima will make a determination of a bidder's responsibility based on information submitted with the bid, information submitted upon CalOptima request, information resulting from CalOptima’s inquiry of bidder's references and investigations into the bidder’s background, and CalOptima’s own knowledge of the bidder. CalOptima may consider matters such as the bidder’s integrity, compliance with public policy, record of past performance, and financial and technical resources.

CalOptima will not contract with any bidder that is debarred, suspended or otherwise ineligible for the award of a contract or grant by any Federal agency or from participating in Federal Healthcare Programs. Bidders determined to be non-responsible and who cannot be made to be responsible within timelines set by CalOptima for protests will not be considered further.

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1.19 Required with Bid Submission

1.19.1 Price form. If a pricing form is provided with the solicitation, that is the form that must be used. Bids that do not include the official price form will be rejected. If self-performing work, indicate “self” in the appropriate line – do not leave the line blank.

1.19.2 For public work bids:

A. A bid bond for public works projects over $25,000

B. A letter from a surety confirming that it will provide a payment bond and a performance bond

C. Non-collusion affidavit, in compliance with CA PCC § 7106 (2023)

D. California Labor Code §1861 Certification

E. Pursuant to PCC §2011:

i A written disclosure of any federal, state, or local wage and hour violations within the past five years, including violations involving unpaid wages, overtime, meal or rest break violations, or misclassification of employees or independent contractors.

ii Documents demonstrating that each disclosed wage and hour violation has been corrected or otherwise resolved.

iii To the extent applicable, the documentation shall include copies of court orders, judgments, or final administrative determinations, along with proof that all fines, penalties, or back wages have been paid in full.

iv Failure to provide the required disclosures and supporting materials pursuant to this section may result in disqualification of the bid.

F. A preliminary schedule, setting out key components of the work and proposed milestones. This will be used to assess the feasibility of the bid.

1.20 Draft Contract

Representative draft contract documents are attached. While substantially the same as the final contract documents that will be executed with the awarded contractor, they are provided for information only.

1.21 Post Award Requirements

The Following are required before work may commence.

https://law.justia.com/citations.html

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1.21.1 Forms

Failure to provide these forms within 10 business days of being notified of contract award may result in forfeiture of the bid bond and award of the contract to another bidder.

A. Insurance certificates if not already provided, including, if applicable, Builder’s Risk insurance

B. W9 signed within the previous 6 months.

C. Certification pursuant to CA Labor Code §1861

1.21.2 License

Evidence of a valid business license issued by the City where the work will be performed

1.21.3 Bonds

A. Payment Bond

B. Performance Bond

C. Other applicable bonds, if required

1.21.4 Disclosures

If applicable and requested by CalOptima prior to commencing work, the selected bidder must:

A. Disclose all pending litigation and tax liens;

B. Disclose all criminal charges where the company and/or officers, and/or owners of over 10% of the company are defendants regarding the charges;

C. Provide financial statements for the past three fiscal years;

D. Provide samples, drawings, illustrations, and related items.

1.21.5 Schedule

Within ten business days of being notified of contract award, or as otherwise agreed, provide a detailed project schedule, setting out the start and finish dates for all major tasks and trades, identifying long lead items, potential bottlenecks, and critical task dependencies.

SECTION 2 - PROTESTS

Protests that do not comply with the protest procedures outlined below will be rejected.

CalOptima will respond to the protest as soon as possible after receiving it.

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2.1 Protest Eligibility

2.1.1 Protests or objections may be filed regarding the procurement process, solicitation or addendum content, or contract award.

2.1.2 CalOptima will review only protests submitted by actual bidders or by firms qualified and willing to bid, not by actual or prospective subcontractors.

2.2 Protest Deadlines

File protests with any supplemental materials by 5 p.m. PT, as appropriate, on the deadlines set forth below. Failure to file by the relevant deadline constitutes a waiver of any protest on those grounds. Supplemental protest materials filed after the relevant deadline may be rejected.

2.2.1 If relating to the content of the solicitation or an addendum, file within five business days after the date CalOptima releases the solicitation or addendum.

2.2.2 If relating to notice of non-responsiveness, file within three business days after CalOptima issues such notice.

2.2.3 If relating to disqualification for failure to comply with PCC §2011, file within three business days after CalOptima issues such notice.

2.2.4 If relating to the intent to award, file within five business days following CalOptima’s announcement of the awarded bidder or CalOptima’s notice of non-award to other bidders. Notice may be made by direct notification of bidders, or by posting the awarded bid in on BidNet. The initial posting of bids in rank order on the day of their receipt does not constitute intent to award.

2.2.5 The date of filing is the date CalOptima receives the protest, unless received after 5 p.m. PT or on a CalOptima non-business day, in which case the date of filing will be the next business day.

2.3 Protest Contents

2.3.1 Submit protests in writing to the Designated Point of Contact. Protests that merely disagree with the selection will be rejected. Include all of the following when submitting a protest:

A. Detailed grounds for the protest, supported with technical data, documentary evidence, names of witnesses, and other pertinent information related to the subject being protested;

B. The law, rule, regulation, or policy upon which the protest is based, alleging a clear violation of a specific law, rule, regulation, or policy;

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C. If applicable, identification of any proprietary or confidential material, which must be indicated by stating on the front page of the protest document that proprietary material is included, and identifying the alleged proprietary information wherever it appears within the protest documents submitted.

2.3.2 Protest documents will not be withheld from any interested party outside of CalOptima unless withholding the information is required by law or regulation.

Identifying either the entire contents or the majority of contents of a protest as proprietary or confidential will result in no part of the protest being treated as proprietary or confidential by CalOptima.

SECTION 3 - BIDDERS REPRESENTATIONS AND CERTIFICATIONS

Submission of a bid constitutes a firm offer by the bidder to provide the goods and services described in the solicitation and will be valid for 90 calendar days after the Bid Due Date and Time, or until a contract is executed by CalOptima and the bidder, whichever is earlier.

By submitting a bid, the bidder certifies that it:

• Has examined and is familiar with all of the provisions of the solicitation and all plans, specifications, and incorporated references, including any addenda;

• Will perform in conformance with the requirements and conditions of the solicitation, providing all necessary labor, machinery, tools, and equipment to do all the work and furnish all the materials specified, in the manner and times prescribed and according to the requirements set forth in the final contract or any amendments to it;

• Has based bid prices only upon the required services, materials, and systems and prices are not subject to contingence, reservation, or exception;

• Has arrived at the bid prices independently, and has made no attempt to induce any other person or firm to submit or not to submit or to adjust a bid or proposal for the purpose of restricting competition;

• Has not employed or retained any person other than a full-time bona fide employee working solely for the bidder to solicit or secure this contract.

• Has all required licenses and has verified that all proposed subcontractors, regardless of tier, have all licenses that may be required for their portions of the work;

• Possesses the tools and equipment necessary to safely perform the work;

• Is not debarred, suspended, or otherwise excluded from, or ineligible for participation in, federal, state, or CalOptima programs or activities.

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SECTION 4 - SCOPE OF WORK

4.1 Overview

4.1.1 CalOptima is seeking a California Class B licensed general contractor to permit and remodel approximately 1,000 square feet of the first floor in a ten-story commercial office building located at 505 City Parkway West, Orange, CA 92868. Contractor will furnish all site management, labor, equipment and material to complete renovations of the area, referred to as “First Floor Men’s and Women’s Restroom Renovation."

4.1.2 The space plans prepared by Ware Malcomb dated September 15, 2026, are attached as “Attachment C”.

4.1.3 This is a public work project and is subject to prevailing wage and DIR requirements.

4.1.4 The general contractor must perform a portion of the work with its own forces.

Bids from brokers or jobbers will be rejected. All HVAC, electrical, plumbing, fire protection, elevators, and roofing work must be performed by subcontractors licensed for their respective trades, and may only be self-performed by the general contractor if licensed in the specific trade.

4.2 Project Description

4.2.1 Architectural space plans are attached as “Attachment C” and work includes the following:

A. Demolish existing men’s and women’s restroom.

B. Install new fixtures meeting all required ADA codes.

C. Perform plumbing and electrical repairs as outlined in the plans dated September 15, 2026 from Ware Malcomb.

D. All work to be conducted after business hours.

4.2.2 Contractor will conduct a survey documenting the condition of the existing space prior to commencement of construction. The intent of the survey is to document the base building conditions.

4.2.3 All furniture will be supplied by others. Contractor should not include the price of furniture in their bid.

4.3 General Project Requirements

4.3.1 Contractor will provide all labor, equipment and materials to complete the renovation upon CalOptima approving the final construction schedule and drawings.

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4.3.2 Contractor will complete the permitting process.

4.3.3 One supervisor must be assigned during all hours contractor’s and subcontractor’s employees will be working on site.

4.3.4 One project manager must be assigned to oversee the project. The project manager may not be changed during the project without prior written approval from CalOptima.

4.3.5 General contractor must subcontract for all work that affects building systems such as HVAC, electrical, plumbing, fire protection, elevators and roofing.

Subcontractors must carry valid California licenses for their respective trades.

4.4 Workplace Requirements

4.4.1 Workspace for Contractor’s on-site supervision will float within the project area or may be housed in an exterior mobile office if the Contractor prefers.

4.4.2 All work will be performed after regular business hours from 6:00 p.m. to 6:00 a.m., Monday through Friday. All work, including material deliveries, must be conducted and scheduled so as not to interrupt the daily operations of CalOptima and its tenants. All work expected to be loud, vibrating and disruptive must be performed during non-business hours between 6:01 p.m.

and 5:59 a.m. or on weekends, and must be scheduled and coordinated in advance with CalOptima.

4.4.3 Contractor will be responsible for the integrity of the building during construction operations including structural and systems. All structural modifications and concentrated loading of materials must be reviewed and approved by CalOptima prior to the commencement of any work. Any potential impact to utilities, fire-life safety or elevator operations must be reviewed in advance.

4.4.4 CalOptima has ‘tenant first’ designated parking. The Contractor will be provided with an adequate amount of designated parking space in CalOptima’s adjacent parking lot for the construction vehicles, exterior materials receiving, laydown and a waste receptacle. Construction materials will be stored offsite at the Contractor’s expense. There is no available storage space in the building or parking lot.

4.4.5 Weekly in-person meetings will be conducted onsite at CalOptima to discuss the work, forecast a look ahead, communicate needs and to resolve issues for the duration of the project.

4.5 Contractor Responsibilities

Contractor will be responsible for the following:

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4.5.1 Ensuring that all work and materials called for in the specifications conform to the applicable codes and are installed in compliance with both the professional trades standards of care and the protective standards and requirements of the Occupational Safety and Health Administration (OSHA).

4.5.2 Complying with, and advising CalOptima of any disclosed laws, ordinances, rules, regulations, orders, state and local building codes or requirements. This includes all inspections required by the Authorities Having Jurisdiction (AHJs) over the project. If Contractor performs any work knowing it is contrary to the requirements of any AHJ and without advising CalOptima or its representatives of such requirements, the Contractor assumes full responsibility for the work and all associated costs for remediation, removal or modifications required.

4.5.3 Initiating, managing, and documenting a regulatory and legally compliant safety program to implement all necessary safety requirements in connection with the performance of the Contract.

4.5.4 Handling, transporting, and disposing of waste materials in accordance with applicable Federal, state, and local regulations and deposited in an approved landfill.

4.5.5 Receiving, reviewing, and processing Change Order Requests (COR) from subcontractors, substantiating unit prices, quantities, time and material tickets for accuracy and contract compliance. All COR’s must be tracked for status and must provide adequate details of scope and cost, and must conform to the instructions for change orders in the construction contract.

4.5.6 Coordinating all testing procedures, including the services provided by others, as required by the Construction Documents, CalOptima Representatives, and local and state building codes, and maintaining accurate records of all tests, inspections, findings, and reports.

4.5.7 Clarifying the Scope of Work with all subcontractors and tradespeople.

Communicating CalOptima’s meaning or intent of the Construction Documents to the appropriate subcontractors and tradespeople.

4.5.8 Maintain a record-keeping system to monitor and track the progress of the work. Records must include correspondence, contracts, purchase orders, meeting minutes, daily reports and logs, progress schedules, jobsite manpower reports, material delivery shipment tickets, shop drawings, etc.

4.5.9 Maintaining an accounting system for the proper financial management of the project. Records and receipts must allow for ready identification of all charges included in subcontracts, purchase orders, change orders, and invoices and CalOptima will have the right at any time to review and audit all the Contractor’s records related to the project.

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4.5.10 Providing all subcontracts and purchase order agreements for the project to CalOptima representatives if requested.

SECTION 5 - CONTRACTOR WORK RULES & REGULATIONS

The following rules are to be followed by all contractors working on CalOptima property. No deviation from or exception from these Rules and Regulations will be permitted without written approval from CalOptima.

5.1 General

5.1.1 All costs, including additional security, fire watches, fire system shut down, permits, drawing review, and fees and licenses necessary for the execution of work will be the sole and exclusive obligation of contractor or its subcontractors.

5.1.2 All risk of loss to the property of the Contractor and its subcontractors, including tools and materials located on the Property, will be the sole and exclusive responsibility of contractor and its subcontractors. CalOptima will have no responsibility for any losses.

5.1.3 Normal Building hours are from 6:00 a.m. to 6:00 p.m. Monday through Friday.

All after-hours access must be coordinated with CalOptima.

5.1.4 Construction activities generating disruptive noise that significantly disturbs building occupants must be scheduled after normal Building hours. This would include, but not be limited to, drilling, hammering, concrete and pipe cutting, demolition, nail gun operations, and testing of fire alarm systems.

5.1.5 In the event of a trade or union dispute, contractor must take all necessary actions to avoid disturbances on CalOptima property and disruption of CalOptima’s normal business operations.

5.1.6 All contractor and subcontractor personnel may park for free in an area designated by building management. Any vehicle illegally parked may be ticketed and towed at vehicle owner’s expense.

5.2 Events Requiring Notice to Property Management

5.2.1 Any contractor planning to work on the building’s life safety systems (including sprinklers, smoke detectors, fire command speakers, or fire alarms) must notify CalOptima at least 48 hours in advance. This notice allows staff to place the fire life safety system into "Test" mode to prevent accidental alarm activations.

Only the property engineering staff or an approved life safety contractor may remove systems from service or restore them, at the contractor's expense.

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5.2.2 If a system cannot be restored by the end of the work period, the contractor must immediately initiate a fire watch. If CalOptima discovers any life safety system disabled without an active fire watch, CalOptima will automatically post a fire watch at the contractor’s expense. All fire watches must be conducted by the property’s security staff and will be billed directly to the contractor.

5.2.3 Forty-eight hours advance notice to CalOptima engineering staff is required for any of the following:

A. Cutting into main ducts, water lines, or existing power lines; temporary disconnection of any meter or fire sprinkler; or movement of any air handling equipment, thermostat, etc.

B. Use of toxic materials or offensive odor producing materials. Include methods of ventilation and how adjacent areas will be protected. Use of toxic materials may need to be scheduled after hours.

C. Any core drilling. Note: all slabs must be x-rayed prior to core drilling at contractor’s expense. Also, if this work is above or below existing tenants, work must be scheduled through CalOptima. All core drilling must be evaluated and approved by the Contractor’s structural engineer with submittal to the property’s chief engineer for approval. All x-ray work must be performed during off-hours. All areas affected by x-ray must be evacuated during x-ray process.

D. Any welding or dust-related work requiring the covering of smoke detectors. No contractor or subcontractor may remove or disconnect any smoke detector/life safety equipment. All covered smoke detectors must be uncovered at the end of the workday. Any detectors found covered after work hours will be restored (uncovered) by the property engineering staff at contractor’s expense. All cutting and welding operations require at least one fire control person armed with a fire extinguisher or a water sprayer. An additional fire control person is required for any blind areas, such as the opposite side of a wall of a floor below for slab penetrations.

5.2.4 Contractor must provide prior written notice to CalOptima when access to an occupied space is required.

5.3 Contractor Behavior on Property

5.3.1 CalOptima reserves the right to add other restrictions to those listed as may be deemed necessary to provide for the comfort and safety of the property’s ownership and tenants.

5.3.2 While in CalOptima-occupied offices, contractor workers must be visually identified either by employee badge or uniforms with company logo.

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5.3.3 The following are prohibited while in occupied CalOptima property:

A. Abusive, loud, or disruptive language.

B. Alcohol or drugs.

C. Smoking or drinking in any public areas, construction areas, elevators, restrooms or any other areas of the building. Smoking is allowed only in the designated smoking area located in the parking lot south of the project site.

D. Loitering in any of the elevators or building lobbies.

E. Use of radios in areas which are accessible to the public or from which the public or tenants of the building may hear them being played.

5.3.4 Contractor may not jeopardize any life safety system and may not prop open stairwell doors.

5.3.5 There will be no use of CalOptima property or equipment, including telephones, dollies, trash bins, ladders, photocopiers, vacuums, etc., unless specifically requested and approved by CalOptima.

5.3.6 Access to space adjacent to the construction zone is not allowed unless specifically agreed to by CalOptima. All construction crews must stay in their respective workspaces. Janitors’ closets will always remain locked.

5.3.7 Construction personnel may not use floor sinks, restroom sinks or toilets for cleanup or disposal of any material.

5.3.8 Contractor personnel may use only those restrooms designated by CalOptima and will leave them clean after each use.

5.4 Contractor Storage of Materials

5.4.1 No storage of flammable substances will be allowed on the property unless approved in advance by CalOptima and in accordance with approved local building codes and regulations. No containers or drums of liquids or of corrosive or toxic materials may be left open at any time.

5.4.2 Contractor’s material and tool storage is limited to the immediate work area.

Material and tool storage in phone, mechanical, or electrical rooms is not permitted.

5.5 Deliveries

5.5.1 Contractor may only use elevators or stairs designated by CalOptima to access the construction floor.

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5.5.2 Contractor must have a representative on site to receive material deliveries as they will not be accepted by building staff on behalf of the Contractor.

Materials may not be dropped off or left in the loading dock area and must immediately be moved to the job site upon delivery.

5.5.3 Bulk materials may not be moved through the building’s lobby or on any of the passenger elevators without prior CalOptima approval. Contractor is responsible for providing elevator pads, masonite shields, or other protective materials when transporting equipment and materials within CalOptima property.

SECTION 6 - MINIMUM QUALIFICATIONS

Bids from firms that do not meet the following minimum qualifications may be rejected:

• Completed and received final payment of at least three projects of similar size and complexity to the current project in the past ten years.

• Completed at least three public sector construction /renovation projects in California in the past ten years.

• Have no pending litigation or legal disputes from a public entity related to work for which the firm was contracted.

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ATTACHMENT A -

NON-COLLUSION STATEMENT PURSUANT TO PCC §7106

The undersigned declares:

I am the ___________________ ___ __ of ________________ _______, the party making the foregoing bid.

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

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

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on __ __________ ___ __ [date], at

_ _________________ __ [city], __ _ [state].

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ATTACHMENT B - CA Labor Code §1861 Certification

Each contractor to whom a public works contract is awarded must sign and file with the awarding body the following certification prior to performing the work of the contract. The certification must be signed by a person authorized to bind the contractor.

I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.

Signature Title

Print Name Date

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ATTACHMENT C - CALOPTIMA B505 RESTROOM UPGRADE 1ST FLOOR

Reference the Document section of Bidnet.

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ATTACHMENT D

INSTRUCTIONS FOR COMPLETING PRICING FORM

• MasterFormat Groups are blue cells and MasterFormat Subgroups are yellow cells

• Fill in the yellow cells only. Insert additional rows for additional subgroups

• Orange cells will auto-populate — do not modify.

• Do not add adjust text or formulas in Green MasterFormat Division Lines

• Subgroups (yellow) must be filled in and completed for any portion of the work to be undertaken by a subcontractor.

• If performing work yourself, indicate "self" in the appropriate cell. Do not leave blank cells if there is a dollar value associated.

• Complete the tab entitled "subcontractor list" for all subcontractors.

• For all work requiring a separate permit, provide the CSI code or codes and the dollar amount

• If using the "OTHER MISC COSTS" cells, indicate the CSI division and include a description