Third-Party_Provider_for_Equitable_Services_at_Non-Profit_Private_Schools.pdf

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Stockton Unified School District, CA

REQUEST FOR PROPOSAL

RFP 26-27-03

THIRD-PARTY PROVIDER FOR EQUITABLE SERVICES AT NON-PROFIT

PRIVATE SCHOOLS

RELEASE DATE: July 30, 2026

RESPONSE DEADLINE: August 25, 2026, 2:00 pm

Please refer to the project timeline in this document for all important deadlines.

Request For Proposal #RFP 26-27-03 Title: Third-Party Provider for Equitable Services at Non-Profit Private Schools

Table Of Contents

1. INTRODUCTION

2. INSTRUCTIONS TO PROPOSERS

3. PROPOSAL SUBMISSION

4. SCOPE OF WORK

5. EVALUATION PHASES

6. PRICE PROPOSAL

7. PROPOSER QUESTIONNAIRE

8. GENERAL TERMS AND CONDITIONS

9. ATTACHMENTS

Attachments:

A - Sample Professional Services Agreement -

1. INTRODUCTION

1.1. Summary

The Stockton Unified School District (SUSD) is soliciting responses from qualified proposers to provide Third-

Party Provider for Equitable Services at Non-Profit Private Schools.

This RFP seeks Third-Party Providers for Equitable Services to implement Title I, II, III, and/or Title IV programs at non-profit private schools within SUSD's attendance boundaries. Equitable services or benefits may be provided by a Local Education Agency (LEA) or by a contractor who is independent from the non-profit private school and any religious organization. Equitable services must be secular, neutral, and non-ideological.

The equitable services will be provided in a private school under the same conditions, and subject to the same limitations as if the district provided the services. Teachers hired by the Third-Party Provider must be appropriately licensed for the instruction provided.

The Third-Party Provider will provide direct services for eligible/identified students enrolled in participating non-profit private schools within the SUSD attendance boundaries for a given academic year. Student Services in non-profit private schools must be "...equitable to those provided to eligible public school children...". All program decisions are made through consultation between the SUSD and the non-profit private school administrator or designee. Program decisions are documented through the Equitable Services Plan (ESP) annually. The third-party provider will meet with SUSD and each non-profit private school to consult on the implementation of services as identified in the ESP and in accordance with federal guidelines. Equitable

Services Plans (ESP) are created based on the unique needs of the non-profit private school. A comprehensive needs assessment utilized to identify the needs of the students. In addition, the ESP is evaluated annually to identify the effectiveness of strategies in supporting students.

1.2. Background

The Stockton Unified School District is located in Stockton, in the heart of California’s Central Valley. The

District serves a diverse urban community and surrounding areas within San Joaquin County.

SUSD educates approximately 38,000 students and embraces 53 diverse school communities. In partnership with parents and our community, SUSD is to graduate every student college, career, and community ready. In doing so SUSD we lift all youth out of circumstances of poverty and scarcity. SUSD partners with world-class universities, innovative businesses and non-profit organizations, and engaged community leaders to prepare our students for college, career and life.

Additional information about the District, its schools, and programs is available on the Stockton Unified School

District website.

https://www.stocktonusd.net/ https://www.stocktonusd.net/

1.3. Contact Information

Project Contact:

Ashley Frades

Administrator, State and Federal Programs

56 S. Lincoln St

Stockton, CA 95203

Email: afrades@stocktonusd.net

Phone: (209) 933-7000 Ext: 2213

Procurement Contact:

Sheikia Wilson

Director of Purchasing

2141 Robindale Ave

Stockton, CA 95202

Email: sheikiawilson@stocktonusd.net

Phone: (209) 933-7095

Department:

State and Federal Programs

Department Head:

Ashlee Frades

Administrator

1.4. Timeline

1ST PUBLICATION/ISSUANCE July 30, 2026

2ND PUBLICATION August 6, 2026

REQUEST FOR CLARIFICATION August 13, 2026, 2:00pm

ADDENDUM ISSUED August 18, 2026, 2:00pm

DUE DATE August 25, 2026, 2:00pm

INTERVIEWS (if applicable) TBD

2. INSTRUCTIONS TO PROPOSERS

2.1. MINIMUM REQUIREMENTS:

EXPERIENCE: The Proposer must have a minimum of five (5) years of experience providing similar services substantially similar in scope and complexity to those described in this RFP for K-12 public school districts or other educational agencies.

KNOWLEDGE: The Proposer must demonstrate knowledge of federal education programs, including the

Every Student Succeeds Act (ESSA), equitable services requirements for nonprofit private schools, Title I, Title

II, Title III, and Title IV program requirements, and applicable federal and state laws, regulations, and guidance mailto:afrades@stocktonusd.net tel:(209)933-7000;ext=2213 mailto:sheikiawilson@stocktonusd.net tel:(209)933-7095 governing the administration of these programs within a K-12 public school district environment. The Proposer must also demonstrate knowledge of program compliance, documentation, fiscal accountability, consultation requirements, and monitoring procedures associated with federally funded educational programs.

Proposers shall outline this experience and knowledge in section ENTER SECTION HERE of the proposal.

2.2. RFP DUE DATE & OPENING:

All interested Proposers are invited to submit a Proposal in accordance with the terms and conditions stated in the RFP documents. Proposals can be submitted up to, but not later than Tuesday, August 25, 2026 at 2:00 pm to the

District's e-Procurement website.

A copy of the RFP documents can be downloaded by accessing the District’s OpenGov website accessible through: https://procurement.opengov.com/portal/stocktonusd.

Proposers are advised that the District reserves the right to amend the RFP documents at any time. Addenda providing clarification or corrections will be done formally through posting on the District’s website.

It is the sole responsibility of each bidder to periodically check the District’s website OpenGov portal for all addenda.

2.3. QUESTIONS AND REQUESTS FOR CLARIFICATION:

In order to determine if an proposal is reasonably acceptable for award, communication by the Facilitator for the

Evaluation Panel are permitted with an Proposer to clarify uncertainties or eliminate confusion concerning the contents of a proposal. Clarifications may not result in material or substantive change to the proposal. The evaluation by the Facilitator may be adjusted as a result of a clarification under this section.

Proposers shall submit all inquiries regarding this bid via the District's e-Procurement Portal, located at https://procurement.opengov.com/portal/stocktonusd.

Questions are due Thursday, August 13, 2026 at 2:00 pm.

All answers to inquiries will be posted on the District's e-Procurement Portal.

Proposers may also click “Follow” on this RFP to receive an email notification when answers are posted. It is the responsibility of the proposer to check the website for answers to inquiries.

2.4. ADDENDA NOTIFICATION:

Proposers are required to register for an account via the District's e-Procurement Portal hosted by OpenGov.

Once proposer has completed registration, you will receive addenda notifications to your email by clicking

“Follow” on this project. Ultimately, it is sole responsibility of each proposer to periodically check the site for any addenda at http://procurement.opengov.com/portal/stocktonusd.

Acknowledgement of all addenda must be submitted with bid response. Failure to acknowledge in writing the receipt of any addendum may result in rejection of proposal.

Contact with any other individual, i.e., District Departments, District Agents, Board Members, etc., regarding this solicitation during the RFP process other than the Buyer identified above or other than a member of the

District’s Purchasing Department may be grounds for rejection.

If a proposer discovers any ambiguity or error such as a conflict, discrepancy, omission, or other errors in the

RFP documents, proposer shall immediately notify the District via the Question-and-Answer tab of the solicitation.

*Please note the deadline for submitting clarification questions.

2.5. PROPOSER'S ETHICAL BEHAVIOR

To ensure the integrity of the procurement process and provide equal access to information for all Proposers, all communications regarding this Request for Proposals (RFP) shall be directed exclusively through the District's

Purchasing Department and in accordance with the instructions contained in this solicitation.

From the date of issuance of this RFP through the date of Board award, Proposers, their representatives, agents, subcontractors, or anyone acting on their behalf shall not directly or indirectly contact, communicate with, or attempt to influence any District employee, Board member, evaluation committee member, consultant, or other representative regarding this solicitation, except as expressly authorized by the Purchasing Department.

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Unauthorized communications may be grounds for disqualification of a proposal, rejection of a Proposer, or other action deemed appropriate by the District.

Nothing in this provision shall prohibit Proposers from conducting normal business activities unrelated to this solicitation with the District.

3. PROPOSAL SUBMISSION

3.1. SUBMISSION:

Submission of a bid proposal shall be deemed a representation and certification by the Proposer that they:

A. Have carefully read and fully understand the information that was provided by the District to serve as the basis for submission of this Proposer.

B. Have the capability to successfully undertake and complete the responsibilities and obligations of the proposal being submitted.

C. Represent that all information contained in the proposal is true and correct.

D. Did not, in any way, collude; conspires to agree, directly or indirectly, with any person, firm, corporation or other Proposer regarding the amount, terms or conditions of this proposer.

E. Acknowledge that the District has the right to make any inquiry it deems appropriate to substantiate or supplement information supplied by the Proposer, and Proposer hereby grants the District permission to make these inquiries, and to provide any and all related documentation in a timely manner.

3.2. RFP COST PROPOSAL SIGNATURE FORMS

The original signed Cost Proposal along with the Price Proposal Declaration Form must be uploaded into the electronic response of the solicitation.

All proposal forms must be signed in blue or black ink. Digital signature will also be accepted; however, both ink and digital must bear the signature in longhand of the individual duly authorized to sign on behalf of the firm.

3.3. PROPOSAL ACCEPTANCE

Failure to submit the information requested may result in the District’s request for prompt submission of missing information and/or giving a lower evaluation score on the proposal. The District reserves the right to reject proposals which are incomplete or lack material information.

Issuance of this RFP and receipt of proposals does not commit the District to make an award. The District reserves the right to postpone opening, to accept or reject any or all proposals received, to waive any informality or irregularity in the proposal response, to negotiate with other than the highest-ranked proposer, or to cancel all or any part of this RFP, all in the best interest of the District. Any award will be contingent upon available and approved funding.

No proposal may be withdrawn for a period of ninety (90) days after stated due date of proposal response. No proposal or proposal modification received after the due date will be considered.

3.4. CONTRACT AWARD

SUSD will evaluate proposals based on its determination of how well each submission meets the requirements and objectives outlined in this RFP. The District reserves the right, in its sole discretion, to determine which proposal or proposals best serve the District’s interests and may award a contract to one or more proposers, make a single award, or make no award at all.

Proposals will be evaluated using the criteria listed below; however, the District’s evaluation is not limited to these criteria.

3.5. PROPOSAL EVALUATION CRITERIA

The committee evaluating the proposals submitted in response to this RFP may require any or all Proposers to clarify or elaborate on their proposal as well as to provide a presentation.

SUSD reserves the right to add, remove, modify or establish additional evaluation point for each criterion. If the

District determines that additional evaluation steps are required to determine the best value, the District reserves the right to consider any or all of the following additional criteria; Proposer’s experience, references and record for responsibility, or any other relevant factor that the District deems necessary to determine best value.

SUSD reserves the right to make an award without discussion with any Proposer, after proposals are received.

Proposer responses should therefore be submitted on the most favorable terms.

In making the determination which proposals are deemed acceptable and may be reviewed further, the District shall consider the following criteria during the evaluation process:

Selection Factors:

1. Organization Experience and Qualification – 10 Points The demonstrated ability of the Proposer to provide the services, including references.

2. Plan for Delivery of Services – 25 Points The adequacy and completeness of the plan offered addressing the Scope of Services

3. Program Description and Outcomes – 25 Points The proposed program addresses unmet needs and is not duplicative of other services; there is evidence of collaboration with existing programs and services, and evidence of sustainability for future program years. The proposed program outcomes address the scope of work and serve the youth population, the program has results orientated, measurable outcomes, and objectives which are challenging yet realistic; and the number of participants to benefit from the program in relation to amount funds and type of service is realistic.

4. Cost – 40 Points The Proposer's cost to perform the services as specified in the scope of work.

Proposer's must score a minimum of 75 points to be considered for award.

3.6. ORGANIZATION OF PROPOSAL

THE DISTRICT RESERVES THE RIGHT TO REJECT PROPOSALS THAT DO NOT FOLLOW

THIS FORMAT

For a systematic approach in evaluating proposals received, at a minimum proposal shall contain the following information and shall be organized in the same order as provided herein. Do not include marketing materials.

The District is seeking a full scope of service offerings that will provide the best services to the District. Each of these section headers shall be listed in the submitted proposal with pertinent information provided under the specific header:

1. Introduction

The bidder shall provide a brief background of the company, company references, and identify any unique or distinctive features of their program that the Offeror wishes to be given particular attention by the evaluation committee.

Include responses to the following:

o Describe your history, vision and philosophy. Indicate the number of years you have provided services similar to those requested in this RFP.

o Describe your organization’s qualifications and experience providing services in a school setting.

o A listing of three (3) references where similar services were performed in the last five (5) years. The client reference shall include the name of the organization, contact person, address, telephone numbers and email address.

2. Plan for Delivery of Services

Includes responses to the following:

o Describe your expertise, and your understanding and ability to accomplice the services described in the RFP.

o Provide a detailed approach to accomplish the overall objective of the project and provide recommendations which might enhance the results.

o Describe why you are the best vendor to provide these solutions.

o Identify key staff and include a description of their abilities, qualifications and experience.

3. Description of Program

Include responses to the following:

o Proposer shall describe their understanding of the project scope and their proposed approach.

o Proposer shall describe how their program can meet the requirements of this RFP.

o Generally, indicate what you are going to do, how you are going to do it, and why these are best methods/solutions.

4. Price Proposal

Proposer must include a breakdown of all proposed costs associated with the proposed solution and related services to be provided.

Questionnaire and Supplemental Documentation: In addition, to the Proposer is required to respond and upload all pertinent documents requested in PROPOSER QUESTIONNAIRE section of the e-Procurement

Portal.

4. SCOPE OF WORK

4.1. Direct Services to Students at Participating Non-Profit Private Schools (Title I) Direct services to students must supplement, rather than supplant, regular classroom instruction. Third-Party provider's instructional sessions may not occur during the students regularly scheduled core subjects (Reading, Math, and English) classes. A schedule indicating the specific activity and class missed for instruction must be provided for planning and coordination. Instructional sessions may be observed at any time by the private school staff or SUSD staff. Parents of participating students may observe instructional sessions in accordance with the private school's policies.

In consultation with SUSD, each participating non-profit private school will select the instructional delivery model(s) most appropriate for that school's student needs that the Third Party will then implement. After analysis of identified data points, each non-profit private school will determine the subjects, grades and skills for which services will be provided for the students with the highest need. Instructional services must be evidence-based and data-driven.

The Third-Party provider may assist each non-profit private school in ranking and selecting the students of greatest need for Title I services in Reading, Math, and/or English using a variety of academic indicators such as consultation with classroom teachers, and /or analysis of student assessment data. Ranking criteria will be determined by the non-profit private school and documented to ensure consistency and justification for

"skipping" a student must be thoroughly documented. Data results from the administered benchmark assessment for participating Title I students should be shared with the Third-Party Provider and SUSD. The Third-Party

Provider will also be required to provide documentation to the non-profit private school and SUSD for the school reporting period indicating that instructional adjustment occurred. Documentation that adjustments were made and shared with non-profit private school staff and parents will be available upon request by SUSD and/or auditors.

The Third-Party Provider will assist the non-profit private school in monitoring and reporting student progress to parents and teachers of participating students at least once each time the school reports student progress to all parents throughout the school term. The contents of this report should be determined in the consultation process and could change annually. In addition, student progress results will be shared to the non-profit private school staff and/or SUSD.

The Third-Party Provider will assist the non-profit private school to administer a preassessment before instruction begins and a post-assessment by May 1 each year. The pre- and post assessment, teacher conferences and parent conference may not be counted as instructional sessions.

The third-party provider will provide all materials to be used for the supplemental direct instructional services as decided in the consultation process. Materials should be age and academically appropriate for each participating student, and allowable under the Federal Code of Regulations. SUSD will make all final determinations on the allowable uses of federal funding.

The Third-Party Provider must maintain documentation of all consultation, instructional content, attendance records, pre- and post-assessment data, along with any other topics of consultation that may arise through the academic year.

All teachers must be highly qualified and credentialed for the area of need. The non-profit private schools will be included in the teacher selection process to meet the needs of their students.

4.2. Professional Development for Teachers at Participating Non-Profit Private Schools (Title I and II) The Third-Party Provider will assist, coordinate, and/or provide professional development activities and training in accordance with The Elementary and Secondary Education Act (ESEA) regulations, and guidance. Through consultation with SUSD and the participating non-profit private school, the Third-Party Provider will develop a professional development program for teachers and administrators at the non-profit private school. The program will address the areas or topics of greatest need as identified in the Equitable Services Plan (ESP). In addition, all professional development services must meet the Every Student Succeeds Act (ESSA) federal definition of professional development. ESSA defines professional development as activities that are sustained, intensive, collaborative, job-embedded, data-driven, personalized, or based on information from an evaluation and support system and classroom focused rather than professional development that stands alone and does not connect to a larger school-wide or individualized plan.

The Third-Party Provider will provide professional development designed to enrich the knowledge and skills for teachers instructing eligible students as identified in the ESP.

The Third-Party Provider must maintain documentation of all consultation, professional development content, attendance records, survey results, and other data related to the professional development provided to the non-profit public school.

4.3. Providing Well-Rounded Education, Safe & Healthy Students, Technology for Participating Non-Profit Private Schools (Title IV) The Third-Party Provider will provide services related to activities that meet the federal guidelines for the use of

Title IV funds.

Under Well-Rounded Education, the Third Party Provider may provide activities or services which includes:

• College and Career guidance and counseling programs, including training counselors to effectively use labor market information in assisting students with postsecondary education and career planning.

o Postsecondary education and career awareness and exploration activities.

o Financial literacy and federal financial aid awareness activities.

• Use of music and the arts as tools to support student success through promotion of constructive engagement, problem solving, and conflict resolution.

• Programming and activities to improve instruction and student engagement in Science, Technology, Engineering, and mathematics (STEM), including computer science:

o Increasing access for students through grade 12 who are members of groups of underrepresented in such fields, such as female students, minority student, English Learners, children with disabilities, and economically disadvantaged students, to high-quality courses.

o Supporting the participation of low-income students in non-profit competitions related to STEM subjects.

o Providing hands-on learning and exposure to science, technology, engineering and mathematics and supporting the use of field-based or service learning to enhance the students' understanding of the

STEM subjects.

• Efforts to raise student academic achievement through accelerated learning programs, such as:

o Reimbursing low-income students to cover part or all of the costs of accelerated learning examination fees, if the low-income students are enrolled in accelerated learning courses and plan to take accelerated learning examinations.

o Increasing the availability of, and enrollment in, accelerated learning courses, accelerated learning examinations, dual or concurrent enrollment programs, and early college high school courses.

• Activities to promote the development, implementation and strengthening of programs to teach traditional American history, civics, economics, geography, or government education.

• Foreign language instruction.

• Environment education.

• Programs and activities that promote volunteerism and community involvement.

• Programs and activities that support educational programs that integrate multiple disciplines, such as programs that combine arts and mathematics.

• Other eligible and SUSD allowable activities and programs to support student access to, and and success in, a variety of well-rounded education experiences.

Under Safe and Health Students, the Third-Party Provider may provide activities or services which includes:

• Evidence-based strategies for drug and violence prevention activities and programs including:

o Programs to educate student against the use of alcohol, tobacco, marijuana, smokeless tobacco products, and electronic cigarettes.

o Professional development and training for school and specialized instructional support personnel and interested community members in prevention, education, early identification, intervention mentoring, recovery support services, and where appropriate, rehabilitation referral, as related to drug violence prevention.

• School-based mental health services, including early identification of mental health symptoms, drug use, and violence, and appropriate referrals to direct individuals or group counseling services, which may be provided by school-based mental health partnership programs that:

o Are conducted in partnership with a public or private mental health entity or health care entity o Provide comprehensive school-based mental health services and support and staff development for school and community personnel working in the school that are:

▪ Based on evidence-based, trauma informed practices

▪ Coordinated with early intervening services provided under the Individuals with Disabilities

Education Act (20 U.S.C. 1400 et seq.).

▪ Provided by qualified mental and behavioral health professionals who are certified or licensed by the State.

• Integrate health and safety practices in school athletic programs.

• Help prevent bullying and harassment.

• High-quality training for school personnel, including specialized instructional support personnel related to:

o Suicide prevention o Effective and Trauma-Informed practices in classroom management o Crisis management and conflict resolution techniques o Human trafficking

• Paying for other eligible and SUSD allowable success initiatives aligned with the purpose of support for safe and healthy students.

Under Effective use of Technology, the Third-Party Provider may provide activities or services which includes:

• Providing educators, school leaders, and administrators with professional learning tools, devices, content, and resources to:

o Personalize learning to improve student academic achievement.

o Discover, adapt, and share relevant high-quality educational resources.

o Use technology effectively in the classroom, including by administering computer-based assessments and blended learning strategies.

o Implement and support school and district-wide .

• Paying for other eligible and SUSD allowable success initiatives aligned with the purpose of support for effective use of technology.

The Third-Party Provider must maintain documentation of all consultation, professional development content, attendance records, survey results, and other data related to the services provided to the non-profit public school.

5. EVALUATION PHASES

No. Evaluation Criteria Scoring Method Weight (Points)

1. Firm's Experience and Qualifications

The demonstrated ability of the vendor to provide the services, including references.

Points Based 20 (20% of Total)

2. Plan for Delivery of Services

The adequacy and completeness of the plan offered addressing the Scope of Services.

Points Based 30 (30% of Total)

3. Program Description and Outcomes

The proposed program addresses unmet needs and is not duplicative of other services; there is evidence of collaboration with existing programs and services, and evidence of sustainability for future program years. The proposed program outcomes address the scope of work and serve the youth population, the program has results orientated, measurable outcomes, and objectives which are challenging yet realistic; and the number of participants to benefit from the program in relation to amount funds and type of service is realistic.

Points Based 30 (30% of Total)

4. Cost

The Proposer’s cost to perform the services as specified in the scope of work.

Points Based 20 (20% of Total)

6. PRICE PROPOSAL

DIRECT STUDENT SERVICES (TITLE I)

Line Item Description Unit of Measure Unit Cost

1 Small Group Tutoring/Intervention Instruction Per

Teacher/Hour

2 Parent/Teacher Conference Per

Teacher/Hour

DIRECT STUDENT SERVICES (TITLE I)

Line Item Description Unit of Measure Percentage

1 Instructional Materials Administrative

Cost

PROFESSIONAL DEVELPMENT (TITLE I & TITLE II)

Line Item Description Unit of Measure Unit Cost

1 Half-Day Professional Development Per Session

2 Full-Day Professional Development Per Session

3 Instructional Coaching Per Hour

4 Professional Learning Community Facilitation Per Hour

5 Customized Professional Development Per Session

TITLE IV SERVICES

1 Well-Rounded Education Activities Per Instructional

Unit

2 College & Career Readiness Activities Per Instructional

3 STEM Programs Per Instructional

4 Financial Literacy Programs Per Instructional

5 Safe & Healthy Student Programs Per Instructional

6 Mental Health Services Per Hour

7 Technology Integration Training Per Session

PERSONNEL RATES

1 Credentialed Teacher Per Hour

2 Professional Development Trainer Per Hour

3 Licensed Mental Health Professional Per Hour

4 Technology Specialist Per Hour

5 Other Per Hour

OTHER COSTS

1 Other Other

7. PROPOSER QUESTIONNAIRE

1. Price Proposal Declaration* The individual submitting this proposal hereby certifies that they are duly authorized to submit this proposal on behalf of the firm identified below.

By digitally confirming this submission, the proposer certifies that they have read, understand, and agree to comply with all specifications, instructions, terms, and conditions set forth in this Request for Proposals (RFP), including all addenda issued by the District. The proposer further certifies that the firm has the qualifications, experience, resources, and ability to provide all services described in this RFP at the prices submitted.

The proposer certifies that the proposal includes a complete and accurate pricing submission and that all costs, fees, and charges associated with the proposed services have been fully disclosed.

The proposer further certifies that, since the issuance of this RFP, no contact, discussion, or negotiation regarding this RFP has been conducted or will be conducted by any representative of the firm with any District employee, District agent, or Board member, except through the designated District contact identified in the RFP documents. The proposer understands that any such unauthorized contact may result in disqualification of the proposal.

The proposer further certifies that the firm is properly licensed, insured, and authorized to conduct business within the scope of this RFP in the State of California.

The proposer acknowledges that all requirements, terms, and addenda contained in this RFP are incorporated into this proposal and that, if selected by the District, the proposal shall be considered binding upon the proposer.

☐ Please confirm

*Response required

2. Proposal Submission* Please upload your Technical Proposal here. This document should include your firm's qualifications, project approach, and proposed timeline.

*Response required

3. Price Proposal* Upload Completed Price Proposal Form

*Response required

4. W-9* Please download the below documents, complete, and upload.

• Form_W-9_(Rev.pdf

*Response required https://government-project.s3.us-west-2.amazonaws.com/34512/23fdd224-254e-421f-bf98-f0d6d4cdfa86_Form_W-9_%28Rev.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4D224Q2M6%2F20260731%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20260731T054158Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEN3%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQCG90Q9GjbNyrxCI717oVQdXT9lGap6%2BKeiSoVtFxCX7wIhAJ%2BRIIF7aIixEJksJ5L3SS5eYozj0XNjBSU64tKfUwmdKpUFCKb%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMODkyMzY0Njg3NjcyIgzToH0xrfsDzl5nYogq6QSGI6eTRcnKkszu0dGbBoO3la0uFw5xWUzwSQ9sCUmfqXsLXic8%2FqR3lNJMXKe6Ehv0ro8tvpYI1mSJccKAAl4d4hhe06I2c9Vh8SaMFX70jjIRuUzPJ9LwpMD68nalLidhYVSuItwJql%2FBiwDhHePH1KuPlQW9sPqH3CRSU45cUhjcHoov2L1WVnp6%2BQmxuEIm214OlqZY4zqfmNdzsy3Sad3cFlB7f10r97vR%2BOFTDNM3f%2B0wxI8kOYvwYJkIcXDRFKpqYD0%2F0E719%2Fzk7TKlB3EGb0YOPuTjD%2BD%2B7QCXXWCK%2BCW0RAoIeHVB%2B4F0p3c4gi0e%2B3SbClnMozm76qUEPwCBrkQ6rNMt71omez9ZdH2cv1YuCaZuYrrk3XVncvueDTUUy8je1Ynb9IOtTqHbDORlBpdpiDK7Zry0KkVxai3Xe9g75T1zjCuprNUSs2aDfQ4uNeGAjlqTZRdv0%2FHfiPK6Ewr7c0KKHyKTOVQA%2F8ctEBw4f2drQA7zEADD5KFM7DWXiMHrA2%2Fb%2Bohi%2FAQpFnU6B2JjmcdHp1D9u7ASwBOA3t49m7Nt%2F%2BnNUwurnqRVka6TmERTAkLw6nzFbL9eXc59GqzdB2VE0blQ%2FW%2FEG8%2B%2Fhe3AHC2nZ%2Fe94pnJf34oK%2BX%2F3P%2Bwrndj6linf08NF0QhX%2BRixVjwNRFQ%2FH24LRuLVQ997q3E2JKlehvY%2F48NKxtfEaKlgXs4OhM%2BSOC08oYkyzxIr6R4zn1gJEYohHqBh16EUoW90O7W3XOp%2Fo%2Bs%2BgNrM0VcNzv05HtrhOShQ%2BSYKqs%2FVrhEEuEfI5fe3ZmMeHKYgAMpwDDz0rDTBjqYAW8hHobc%2FR1hxPzpwm%2B3saeGf%2BWUvg2fKFjDBeZU9qgc5XJVVeW45urewq5Q46IgSmag2Q1UMZAHMUcZq2HeZ1c7q8OxZ8Touz4nq%2BMDQ9wPr6sKqe4Kh5h9aYR1ltUdnYIn1VVbdFiE5vT3Eo4%2FAl19UyQVVy4Lcb5yW4btQgWsa5F4ccmfJC4p9Rv4hi8wpglTxvyIu9kp&X-Amz-Signature=856287703ea9491612e2a70b96bf690fbea103811eb9e9ee59b072e4bae6e368&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Form_W-9_%28Rev.pdf%22&x-id=GetObject

5. Contractor's Certificate Regarding Worker’s Compensation* Please download the below documents, complete, and upload.

• Certificate_Regarding_Worke...

*Response required

6. Vendor Application* Please download the below documents, complete, and upload.

• Vendor_Qualification_Applic...

*Response required

7. Fingerprint and Criminal Background Check* Please download the below documents, complete, and upload.

• susdfingerprinting_and_back...

*Response required

8. Certification Regarding Debarment* Please download the below documents, complete, and upload.

• Certification_Regarding_Deb...

*Response required

9. Debarment Verification* Please enter your company's legal name or dba company name.

The company name must match what is listed on the submitted W9.

*Response required

10. Energy Policy and Conservation Act* Pursuant to the Energy Policy and Conservation Act (42 U.S.C. 6321, et seq.; 49 C.F.R. Part 18; Pub. L. 94-

163, 89 Stat.871), Contractor shall comply with mandatory standards and policies relating to energy efficiency which are contained in the state energy conservation plan issued in compliance with the Energy Policy and

Conservation Act (42 U.S.C. 6321, et seq.; 49 C.F.R. Part 18; Pub. L. 94-163, 89 Stat.871).

☐ Please confirm

*Response required

11. Anti-Lobbying* Pursuant to Byrd Anti-Lobbying Amendment (31 U.S.C. 1352), when federal funds are expended by the

District, the Offeror comply with all applicable provisions of the Byrd Anti-Lobbying Amendment (31 U.S.C.

1352).

The Contractor shall further comply:

A. No Federal appropriated funds have been paid or will be paid for on behalf of the undersigned, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of

Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with the awarding of a Federal contract, the making of a Federal grant, the making of a Federal loan, the entering into a cooperative agreement, and the extension, continuation, renewal, amendment, or modification of a Federal contract, grant, loan, or cooperative agreement.

B. If any funds other than Federal appropriated funds have been or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, an officer or employee of congress, or an employee of a Member of Congress in connection with this https://government-project.s3.us-west-2.amazonaws.com/285376/f7bcca96-2986-45f1-b67b-87bc99cf4dd7_Certificate_Regarding_Workers%27_Compensation_Form.pdf https://government-project.s3.us-west-2.amazonaws.com/285376/25f3341d-870e-4e08-9d3a-1966e4a83cb2_Vendor_Qualification_Application.pdf https://government-project.s3.us-west-2.amazonaws.com/240796/3cd00d85-c4f4-4c63-9990-0c93019609dd_susdfingerprinting_and_background_check_certification.pdf https://government-project.s3.us-west-2.amazonaws.com/34512/a1825e6c-9bd8-4bf2-bbf6-2cdd8390e0cd_Certification_Regarding_Debarment.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4D224Q2M6%2F20260731%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20260731T054158Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEN3%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQCG90Q9GjbNyrxCI717oVQdXT9lGap6%2BKeiSoVtFxCX7wIhAJ%2BRIIF7aIixEJksJ5L3SS5eYozj0XNjBSU64tKfUwmdKpUFCKb%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMODkyMzY0Njg3NjcyIgzToH0xrfsDzl5nYogq6QSGI6eTRcnKkszu0dGbBoO3la0uFw5xWUzwSQ9sCUmfqXsLXic8%2FqR3lNJMXKe6Ehv0ro8tvpYI1mSJccKAAl4d4hhe06I2c9Vh8SaMFX70jjIRuUzPJ9LwpMD68nalLidhYVSuItwJql%2FBiwDhHePH1KuPlQW9sPqH3CRSU45cUhjcHoov2L1WVnp6%2BQmxuEIm214OlqZY4zqfmNdzsy3Sad3cFlB7f10r97vR%2BOFTDNM3f%2B0wxI8kOYvwYJkIcXDRFKpqYD0%2F0E719%2Fzk7TKlB3EGb0YOPuTjD%2BD%2B7QCXXWCK%2BCW0RAoIeHVB%2B4F0p3c4gi0e%2B3SbClnMozm76qUEPwCBrkQ6rNMt71omez9ZdH2cv1YuCaZuYrrk3XVncvueDTUUy8je1Ynb9IOtTqHbDORlBpdpiDK7Zry0KkVxai3Xe9g75T1zjCuprNUSs2aDfQ4uNeGAjlqTZRdv0%2FHfiPK6Ewr7c0KKHyKTOVQA%2F8ctEBw4f2drQA7zEADD5KFM7DWXiMHrA2%2Fb%2Bohi%2FAQpFnU6B2JjmcdHp1D9u7ASwBOA3t49m7Nt%2F%2BnNUwurnqRVka6TmERTAkLw6nzFbL9eXc59GqzdB2VE0blQ%2FW%2FEG8%2B%2Fhe3AHC2nZ%2Fe94pnJf34oK%2BX%2F3P%2Bwrndj6linf08NF0QhX%2BRixVjwNRFQ%2FH24LRuLVQ997q3E2JKlehvY%2F48NKxtfEaKlgXs4OhM%2BSOC08oYkyzxIr6R4zn1gJEYohHqBh16EUoW90O7W3XOp%2Fo%2Bs%2BgNrM0VcNzv05HtrhOShQ%2BSYKqs%2FVrhEEuEfI5fe3ZmMeHKYgAMpwDDz0rDTBjqYAW8hHobc%2FR1hxPzpwm%2B3saeGf%2BWUvg2fKFjDBeZU9qgc5XJVVeW45urewq5Q46IgSmag2Q1UMZAHMUcZq2HeZ1c7q8OxZ8Touz4nq%2BMDQ9wPr6sKqe4Kh5h9aYR1ltUdnYIn1VVbdFiE5vT3Eo4%2FAl19UyQVVy4Lcb5yW4btQgWsa5F4ccmfJC4p9Rv4hi8wpglTxvyIu9kp&X-Amz-Signature=aa7378784b32ac8b9503fd947eebc43b1366eb2f525c64c65da18bafb002d24d&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Certification_Regarding_Debarment.pdf%22&x-id=GetObject

Federal grant or cooperative agreement, the undersigned shall complete and submit Standard Form-LLL, “Disclosure Form to Report Lobbying”, in accordance with its instructions.

C. The undersigned shall require that the language of this certification be included in the award documents for all covered sub-awards exceeding $100,000 in Federal funds at all appropriate tiers and that all sub recipients shall certify and disclose accordingly.

☐ Please confirm

*Response required

12. Anti-Lobbying Disclosure* Please download the below documents, complete, and upload.

• Disclosure_of_Lobbying_Acti...

*Response required

13. Tobacco-Free District* The District has been designated as a tobacco-free District. Tobacco use (smoked or smokeless) is prohibited at all times on all areas of District property and in District vehicles.

☐ Please confirm

*Response required

14. Clean Air Act and Federal Pollution Control Act* Pursuant to the Clean Air Act (42 U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C.

1251-1387), Offeror shall comply with all applicable requirements as referenced in the Clean Air Act (42

U.S.C. 7401-7671q.) and the Federal Water Pollution Control Act (33 U.S.C. 1251-1387).

☐ Please confirm

*Response required

15. Equal Opportunity Certification* Please download the below documents, complete, and upload.

• Draft_-_Equal_Opportunity_C...

*Response required

16. 2022 Executive Orders Compliance Statement* On February 21, 2022, President Biden issued Executive Order 140651 imposing economic sanctions and prohibiting many activities including, but not limited to, investing, importing, exporting, and contracting, in areas of Ukraine and in Russia. On March 4, 2022, California Governor Newsom issued Order N-6-222 requiring state agencies to take steps to ensure any agency and entity under contract with state agencies comply with the Federal Order.

If awarded a contract with the District, your Firm must comply with the economic sanctions imposed in response to Russia’s actions in Ukraine, including the orders and sanctions identified on the U.S. Department of the Treasury website.

As part of this procurement, please select all that apply:

Select all that apply

☐ Your Firm is in compliance with the required economic sanctions of the Federal and State Orders.

☐ Your Firm has taken steps in response to Russia's actions in Ukraine, including, but not limited to, desisting from making new investments in, or engaging in financial transactions with, Russian entities, not transferring technology to Russia or Russian entities, and directly providing support to the government and people of

Ukraine.

https://government-project.s3.us-west-2.amazonaws.com/285376/c13bd87d-33f4-4ed5-b5ad-5f8ab86bd7b0_Disclosure_of_Lobbying_Activities.pdf https://government-project.s3.us-west-2.amazonaws.com/240796/29ece96a-0bdb-454d-801f-457ee5a5d15e_Draft_-_Equal_Opportunity_Certification.pdf

*Response required

17. Executive Order Compliance Certification PCC 2202-2208* Please download the below documents, complete, and upload.

• Iran_Contracting_Act_Certif...

*Response required

18. Throughout the life of the Contract, Vendor shall pay for and maintain in full force and affect the policies of insurance identified in the District’s General Conditions as specified in Section INSURANCE REQUIREMENTS.* Please acknowledge.

☐ Please confirm

*Response required

19. Please provide any additional information that you would like the District to consider as part of your proposal.

8. GENERAL TERMS AND CONDITIONS

8.1. DEFINITIONS:

As used herein, “RFP” means this Request for Proposals, RFP #26-270-03.

As used herein, “District” or “SUSD” means the Stockton Unified School District.

As used herein, “Proposer” means the Firm or Vendor submitting a Proposal.

As used herein, “Proposal” means the Bid submitted.

As used herein, “Contract” means an associated Agreement with the District.

As used herein, “Contractor” means the firm or Vendor that is awarded the contract with the District.

8.2. CONFIDENTIALITY OF STUDENT INFORMATION:

Contractor, and its employees, agents, contractors, and subcontractors shall maintain the confidentiality of all information received in the course of performing work under this RFP, particularly as it relates to personally identifiable information regarding students and their families. This requirement to maintain confidentiality of student information shall extend beyond the termination of all contracted work.

8.3. TERM OF PROPOSAL:

Each proposal must be a firm irrevocable proposal, and remain open and valid for one hundred eighty (180) days after RFP closing date.

8.4. TERM OF CONTRACT

The initial term of this contract is for one (1) year. The District may, at its sole discretion, renew any resulting agreement for up to four (4) additional one-year terms, subject to satisfactory performance, continued District need, mutual written agreement of the parties, and approval by the Governing Board.

Contract renewals shall be expressly contingent upon satisfactory vendor performance, as determined by the

District.

The District reserves the right to decline renewal based on performance outcomes, programmatic needs, funding availability, or other operational considerations, and may re-solicit services for any season or year regardless of prior contract awards or renewals.

The District may cancel at any time with 30 days prior written notice. Any award made between the District and the successful proposing Vendor will consist of a District Agreement (a copy of which is included in this RFP package), this RFP document, all addenda, the Vendor’s submitted proposal, all negotiation documents, District’s Terms & Conditions, and any resulting Purchase Order(s).

https://government-project.s3.us-west-2.amazonaws.com/34512/8a3b1072-4d0d-4221-a5b3-a3422864d1f7_Iran_Contracting_Act_Certification.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4D224Q2M6%2F20260731%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20260731T054158Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEN3%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEaCXVzLXdlc3QtMiJIMEYCIQCG90Q9GjbNyrxCI717oVQdXT9lGap6%2BKeiSoVtFxCX7wIhAJ%2BRIIF7aIixEJksJ5L3SS5eYozj0XNjBSU64tKfUwmdKpUFCKb%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMODkyMzY0Njg3NjcyIgzToH0xrfsDzl5nYogq6QSGI6eTRcnKkszu0dGbBoO3la0uFw5xWUzwSQ9sCUmfqXsLXic8%2FqR3lNJMXKe6Ehv0ro8tvpYI1mSJccKAAl4d4hhe06I2c9Vh8SaMFX70jjIRuUzPJ9LwpMD68nalLidhYVSuItwJql%2FBiwDhHePH1KuPlQW9sPqH3CRSU45cUhjcHoov2L1WVnp6%2BQmxuEIm214OlqZY4zqfmNdzsy3Sad3cFlB7f10r97vR%2BOFTDNM3f%2B0wxI8kOYvwYJkIcXDRFKpqYD0%2F0E719%2Fzk7TKlB3EGb0YOPuTjD%2BD%2B7QCXXWCK%2BCW0RAoIeHVB%2B4F0p3c4gi0e%2B3SbClnMozm76qUEPwCBrkQ6rNMt71omez9ZdH2cv1YuCaZuYrrk3XVncvueDTUUy8je1Ynb9IOtTqHbDORlBpdpiDK7Zry0KkVxai3Xe9g75T1zjCuprNUSs2aDfQ4uNeGAjlqTZRdv0%2FHfiPK6Ewr7c0KKHyKTOVQA%2F8ctEBw4f2drQA7zEADD5KFM7DWXiMHrA2%2Fb%2Bohi%2FAQpFnU6B2JjmcdHp1D9u7ASwBOA3t49m7Nt%2F%2BnNUwurnqRVka6TmERTAkLw6nzFbL9eXc59GqzdB2VE0blQ%2FW%2FEG8%2B%2Fhe3AHC2nZ%2Fe94pnJf34oK%2BX%2F3P%2Bwrndj6linf08NF0QhX%2BRixVjwNRFQ%2FH24LRuLVQ997q3E2JKlehvY%2F48NKxtfEaKlgXs4OhM%2BSOC08oYkyzxIr6R4zn1gJEYohHqBh16EUoW90O7W3XOp%2Fo%2Bs%2BgNrM0VcNzv05HtrhOShQ%2BSYKqs%2FVrhEEuEfI5fe3ZmMeHKYgAMpwDDz0rDTBjqYAW8hHobc%2FR1hxPzpwm%2B3saeGf%2BWUvg2fKFjDBeZU9qgc5XJVVeW45urewq5Q46IgSmag2Q1UMZAHMUcZq2HeZ1c7q8OxZ8Touz4nq%2BMDQ9wPr6sKqe4Kh5h9aYR1ltUdnYIn1VVbdFiE5vT3Eo4%2FAl19UyQVVy4Lcb5yW4btQgWsa5F4ccmfJC4p9Rv4hi8wpglTxvyIu9kp&X-Amz-Signature=0d0b62376e4675cf58eb135a910a6683f01afa5b9d1b389152dfdd11249599db&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Iran_Contracting_Act_Certification.pdf%22&x-id=GetObject

8.5. SIGNED PROPOSAL AND EXCEPTIONS:

Submission of a proposal constitutes the Proposer's acceptance of the terms, conditions, requirements, and sample agreement contained in this solicitation, including all insurance requirements, unless otherwise modified by written Addendum issued by the District.

Any requests for exceptions, modifications, or deviations from the solicitation documents, sample agreement, insurance requirements, or other terms and conditions must be submitted through the District's question and clarification process by the deadline identified in the solicitation schedule.

The District will review such requests and may, in its sole discretion, approve, reject, or modify the requested changes. Any approved changes shall be communicated to all Proposers through a written Addendum.

Exceptions, modifications, or alternative terms submitted with a proposal may be deemed non-responsive and may result in rejection of the proposal.

All proposals must be signed by an individual authorized to bind the Proposer to the provisions of the RFP.

8.6. INCURRED COST:

The District shall not be liable for any costs incurred by a Proposer in the preparation, submission, presentation, negotiation, or revision of a proposal, or in connection with any phase of the solicitation, evaluation, interview, demonstration, contract negotiation, or award process.

All costs associated with responding to this solicitation shall be borne solely by the Proposer. No reimbursement shall be provided by the District regardless of the outcome of the solicitation, including cancellation of the solicitation or rejection of any or all proposals.

8.7. RIGHT TO ACCEPT OR REJECT PROPOSALS:

The District reserves the right to reject any or all proposals, to waive any minor informality, irregularity, or technical defect in a proposal, and to accept the proposal(s) that, in the sole judgment of the District, best serve the interests of the District.

Minor informalities may be waived by District when they:

A. Do not affect responsiveness;

B. Are merely a matter of form or format;

C. Do not change the relative standing or otherwise prejudice other offers;

D. Do not change the meaning or scope of the RFP;

E. Are trivial, negligible, or immaterial in nature;

F. Do not reflect a material change in the work; or

G. Do not constitute a substantial reservation against a requirement or provision;

The District further reserves the right to cancel, amend, postpone, or reissue this solicitation at any time without obligation or liability to any Proposer.

The District may make awards to one or more Proposers, may elect not to award any contract, and may procure similar or related services through separate agreements, solicitations, cooperative purchasing programs, or other legally authorized procurement methods when determined to be in the District's best interest.

8.8. RESPSONSIBILITY OF PROPOSER:

The District reserves the right to determine whether a Proposer is responsible and qualified to perform the services described in this solicitation.