Rfq 0707 Dac Janitorial Equip Final
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Rfq 0707 Dac Janitorial Equip Final Document Transcript

  • 1. UNIVERSITY OF CALIFORNIA, SAN DIEGO BERKELEY DAVIS IRVINE LOS ANGELES MERCED RIVERSIDE SAN DIEGO SAN FRANCISCO SANTA BARBARA SANTA CRUZ UNIVERSITY OF CALIFORNIA, SAN DIEGO REQUEST FOR QUOTES (“RFQ”) #0707DAC NOTICE OF ISSUANCE OF RFQ Janitorial Equipment RFQ Objective: Purchase Janitorial Equipment RFQ Release Date: Thursday, March 22, 2007 RFQ Due Date: Proposals must be received no later than: 2:00 p.m. P.D.T on Friday, April 6th, 2007 Deadline for Submission of Inquiries: Wednesday, March 30, 2007 No later than 2:00 p.m. P.D.T Estimated Timeline for RFQ Bid Review: April 7, 2007 through April 10, 2007 Process (subject to change Contract Award: By Wednesday, April 11, 2007 without notice): Contract Effective Date: Upon Issuance of Purchase Order UCSD Contact: Deann Coombs UCSD Purchasing 9500 Gilman Drive-Mail Code 0051 La Jolla, CA. 92093-0051 Telephone: (858) 534-0788 or (858) 534-3084 Fax: (858) 534-7307 Email: dcoombs@ucsd.edu Street Address for Hand Delivery or Private Carrier: UCSD Purchasing 10280 North Torrey Pines Dr. Suite 350 La Jolla, CA 92037-0914 ***IMPORTANT INFORMATION FOR ALL PROSPECTIVE PROPOSERS*** Any addenda to this RFQ will be distributed to those who request this RFQ from the UCSD Contact. Notification of the issuance of an addendum will be posted on-line at the University of California, San Diego, Purchasing Department web site: http://www-bfs.ucsd.edu/pur/services/rfirfq/rfirfqpg.htm. It is solely the responsibility of the prospective proposers, not UCSD, to ensure they have all the addenda prior to submitting a bid. If, for any reason, you are unable to access the site or wish to receive a paper copy of the RFQ, or any part of the RFQ, please request a copy from the UCSD Contact. 1
  • 2. UNIVERSITY OF CALIFORNIA, SAN DIEGO REQUEST FOR QUOTATIONS (“RFQ”) #0707DAC RFQ PART I I. PRE-BID INQUIRIES If there are any discrepancies in, or omissions to, the RFQ, or if there are any questions as to any information provided in the RFQ or by any other source, a request must be submitted in writing (fax or email is acceptable) for clarification, interpretation, or correction. Such inquires must be directed to the UCSD Contact only. In the event that it becomes necessary to clarify, interpret, or correct any part of this RFQ, the information will be provided in writing to all who have received the bid from the UCSD contact. UCSD may be unable to respond to inquiries received too close to the bid submission deadline to permit a timely and comprehensive reply to all registrants. Prospective Bidders who contact other UCSD staff or consultants with inquiries may be disqualified. II. INSTRUCTIONS FOR BID SUBMISSION 1. Number of Copies Required Bidders are required to submit the following number of copies: Technical Bid ............................1 original plus one (1) copy (in one sealed envelope). Technical bids must be submitted in a sealed envelope. The envelope must be addressed to the UCSD Contact and be clearly marked with the following: RFQ#0707DAC Technical Bid” and the name of the bidder Cost Bid ....................................1 original plus one (1) copy (in one sealed envelope). Cost bids must be submitted in a separate sealed envelope from the Technical Bid. The envelope must be addressed to the UCSD Contact and be clearly marked with the following: RFQ# 0707DAC Cost Bid” and the name of the bidder. 2. Where to Submit Bids Bids must be submitted either in person, via private carrier, or via U.S. Postal Service to the UCSD Contact. No faxed or email bids will be accepted unless otherwise indicated. Bids delivered in person or sent by private carrier (i.e., Federal Express, UPS, and Airborne) must use the “Street Address for Hand Delivery or Private Carrier” set forth under UCSD Contact information on page one. 3. Late Bids Any bid or modification to a bid received after the exact time and date specified for receipt will not be considered, unless it is received before an award is made, and i. it was sent by registered or certified mail not later than the fifth calendar day prior to the date specified for receipt of offers; or ii. it was sent by mail and it is determined by UCSD that the bidder has demonstrated to the satisfaction of UCSD that it was timely submitted and arrived late through no fault of the Bidder; or iii. late receipt was due solely to mishandling by UCSD; or iv. it is the only bid received. 2
  • 3. 4. Cost of Preparing and Submitting Bid This RFQ shall not be construed as obligating UCSD to award a purchase order or contract or to otherwise pay for the information solicited. UCSD is not liable for any costs incurred by bidders in preparing or submitting bids, in making oral presentations, in attending a pre-bid conference, or in satisfying any functional demonstrations, analytical modeling, or any other pre-award requirements. 5. Required Format and Content for Bids i. Completeness of Bid Submissions a. The bid format, as specified, is required. Completeness of required content is important. Clarity and terse expression are appreciated. b. Failure to provide any required information by the due date and time may render the bid non-responsive. Materials that alter any bid will not be accepted by UCSD after the bid submission due date. Any additional information that purports to change an RFQ requirement or performance standard may render a bid non-responsive at the sole discretion of UCSD. c. For goods, materials, or services required to be competitively bid, UCSD may not allow a bidder to correct an error, take an exception to a specification, or waive an irregularity if it gives that Bidder material advantage over other bidders. ii. Technical Bid a. Bids shall explicitly address how the bidder will comply with the specifications and requirements of the attached specifications (Part 3) The technical bid will be the primary basis upon which bids are evaluated. The apparent successful bidder (“Successful Bidder”) may then be given the opportunity to negotiate a final agreement with UCSD (“Agreement” or “Contract”). DO NOT INCLUDE ANY COST INFORMATION IN THE TECHNICAL BID. b. The technical bid shall be organized according to the sections delineated below; this will make it easier to locate information and expedite the review of the bid. 1. Technical Bid Response Section 1: Complete all Forms checked on RFQ Part 2 entitled “Related Documents.” Failure to comply with this requirement will result in the bid being deemed non-responsive and, therefore, not be considered in the evaluation process. Additionally, be sure to read all addenda, if any, as they might contain additional forms to be submitted with the bid. 2. Technical Bid Response Section 2: Provide any product Literature/Brochures of any alternate products offered. See RFQ Part 3. 3. Technical Bid Response Section 3: Provide Cost Bid Form. See Section 3.3 for details. 4. Technical Bid Response Section 4: Attach Exceptions, if any, and Addenda Acknowledgments, if any. iii. Exceptions and Additional Information a. Any exceptions taken must be noted and acceptable alternative language submitted. Information provided by bidders which is clearly noted as an “exception” will be considered as a request by the bidder that UCSD negotiate modifications to the service requirements and/or terms of this RFQ. Any exceptions to any of the terms or provisions of this RFQ which are proposed may be negotiated, rejected, or accepted at the sole option of UCSD, but will be considered only when such exceptions are itemized and identified as exceptions. UCSD may consider the extent and nature of any exceptions submitted by the bidder in awarding quality points for the purposes of evaluating bids and selecting the successful Bidder. UCSD and the bidder reserve the right to negotiate to resolve any issues to which either party takes exception. To facilitate consideration and evaluation of any material identified as “exception(s),” the bidder shall reference the specific part of this RFQ to which exception is taken and should include sufficient explanation, justification, and proposed alternative to warrant consideration and further negotiations. UCSD will not allow a bidder to correct an error, take an exception to a specification, or waive an irregularity if it gives that bidder a material advantage over other bidders. b. If there is additional information to be made part of a bid (other than an exception), it should be included as an attachment to the technical bid. Any such additional information which purports to change an RFQ requirement or performance standard, or any other terms and conditions defined in this RFQ may render a bid non-responsive in the sole discretion of UCSD. 3
  • 4. iv. Cost Bid The cost bids must follow the format as stated below of the Cost Bid Form which is included. Costs must be verifiable, factual, fair, and reasonable. Section 3 of the Technical Proposal Response shall include Cost Bid Form (separate envelope). This bid will be evaluated by lowest overall cost. Cost shall be determined by evaluation your response to the following: o Overall lowest cost of services as specified on Cost Bid Form Part 3.0. o Discount Payment Terms, if offered on invoices paid 21 days or later, will also be factored into the total. o It is our intent to award to one primary vendor unless it is not in our best interest to do so due to product unavailability or unacceptable alternative products. 6. Duration of Bids Technical and cost bids shall remain valid for a period of ninety (90) days from the RFQ due date in order to allow UCSD the opportunity to evaluate the bids, make an award, and execute a contract. III. EVALUATION AND SELECTION PROCESS 1. In General All bids will be subject to the same evaluation criteria as defined herein. 2. Selection Criteria i. The Contract shall be awarded to the responsive, responsible bidder who, in UCSD's determination, is provides the lowest overall cost bid. ii. UCSD reserves the right to accept or reject bids on each item separately, or the bid as a whole, without further discussion. If any item in the bid is deemed mandatory and the bidder does not provide information on the mandatory item or indicates it would not be able to provide/comply with the mandatory item, that bid is non-responsive. 3. Summary of Evaluation Procedure Following is a summary of the bid evaluation process: i. Technical bids will be first evaluated to determine if they are administratively responsive in that all information submitted in the bid is complete and meets all requirements of the RFQ. ii. Technical bids that are administratively non-responsive will not undergo further evaluation. iii. Following the administrative responsiveness review, the cost bids will be opened and reviewed to determine if they are administratively responsive. iv. Cost bids that are administratively non-responsive will not undergo further evaluation. v. If UCSD awards a Contract, any such award will be based on successful negotiations with the responsible bidder whose bid offered the lowest overall cost. 4. Administratively Responsive Bids All bids received by the RFQ due date will be reviewed to determine if all required technical information is complete, required forms are included and are complete, and all other information provided in response to this RFQ is in conformance with the provisions defined throughout this RFQ. Bids meeting these requirements will be considered administratively responsive. 4
  • 5. 5. Substantive Evaluation of Cost Bids i. Cost bids must be submitted under separate sealed cover, as noted above. In order for a bidder’s cost bid to be considered administratively responsive, the costs must be submitted on the Cost Bid Form (refer to RFQ, Part 3). Cost bids will be reviewed for responsiveness. ii. UCSD reserves the right to negotiate any elements of the cost bid before awarding a contract in response to this RFQ. 6. Lowest-Overall-Cost Any contract(s) resulting from this Request for Quotation will be awarded to the responsive and responsible bidder, who’s Quotation, in the opinion of the University, offers the lowest overall cost, including discounted payment terms. 7. Responsible Bidders A responsible bidder is one who has the capability in all respects to fully perform the contract requirements and whose integrity and reliability will assure good faith performance. Factors considered in evaluating responsibility may include: financial resources, past performance, delivery capability, experience, organization, references, personnel, technical skills, operations controls, equipment, and facilities. This will be determined, in part, by review of the bidder’s qualifications as indicated on the Business Information Form (Form D) and Contractor Customer Reference Form (Form F). i. The apparent successful bidder may be required to undergo a final step in the evaluation process to determine if the bidder is responsible, as defined below. Prior to initiation of negotiations with the apparent Successful Bidder, the bidder with the lowest-overall-cost must demonstrate a proven ability to comply with all service, contractual, financial, and performance requirements specified by this RFQ, as determined by the following, if requested by UCSD: a. responses to additional information which may be requested by UCSD, and/or b. a review of bidder’s audited financial statement, and/or c. the responses provided by references, and/or d. information received at site visits or presentations. ii. If, after performing all of the above, in UCSD’s opinion, the bidder cannot provide the services as defined by this RFQ, the bidder may be eliminated as non-responsible. 8. Negotiation Prior to Award of Contract i. UCSD reserves the right to negotiate each and every aspect of any bid received in response to this RFQ. In addition, UCSD may require additional cost and pricing data or documentation prior to award of any Contract in whole or in part which may result from this RFQ. UCSD reserves the right to negotiate with the Successful Bidder all terms and conditions of a final Contract whether or not such terms and conditions are specified by this RFQ. Such terms and conditions may include the proposed financial structure, quality standards, delivery, invoicing/billing administration and other administrative business issues. UCSD reserves the right to negotiate any elements of cost before awarding a Contract in response to this RFQ. If UCSD and the apparent Successful Bidder are unable to reach agreement, UCSD may go to the next lowest bidder, but is not required to do so. ii. Either the principal officer of the Successful Bidder or other person authorized to bind the Successful Bidder must attend negotiations with UCSD designated authorities. 9. UCSD’s Right to Accept or Reject Bids or Waive Ambiguities i. All bids shall be rejected when, in the opinion of UCSD, an award would not be in the best interest of UCSD. Any bid which, in the opinion of UCSD, is determined to be non-responsive or is made by a bidder who is non-responsible shall be rejected. ii. UCSD reserves, at its sole discretion, the right to accept or reject any bid, in whole or in part, without comment; providing, 5
  • 6. a. no bidders have been notified of UCSD's intent to negotiate for the purpose of establishing an agreement; or, b. no award has been made. iii. UCSD reserves the right to waive any irregularity in any offer providing such waiver does not afford an unfair advantage to one respondent over the others or providing the waiver of such irregularity does not materially alter the results of the standings. iv. UCSD reserves the right to award all, part, or none of the goods or services when, in UCSD’s sole opinion, it is in its best interest to do so. 10. Bidder’s Right to Withdraw or Modify Bid Once a bid is submitted, a bidder may withdraw or modify it only upon request by a duly authorized bidder representative, provided such a request is received prior to the close of business on the specified bid closing date. A withdrawal of a bid does not preclude submission of future bids to UCSD. END OF PART I 6
  • 7. RFQ PART 2 RELATED DOCUMENTS  The following documents are incorporated by reference into this RFQ: PART 3 – Specifications, Bidder Qualifications, Evaluation Criteria, Technical Bid Form (if any), Cost Bid Form PART 4 – UC Terms and Conditions of Purchase (UC Appendix A)  Forms which must be included with the Technical Bid, in addition to the Technical Bid Form(s) found in PART 3, if any: RFQ FORM B – Bid Cover Page RFQ FORM D – Business Information Form RFQ FORM E – Conflict of Interest Certification RFQ FORM F – Customer Reference Form  Form which must be included with the Cost Bid: Cost Bid Form (See PART 3) END OF PART 2 7
  • 8. TABLE OF CONTENTS RFQ PART 3-SCOPE OF WORK/SPECIFICATIONS/EVALUATION CRITERIA......................9 3.1 Introduction 9 3.2 Job Scope Specifications 9 3.2.1 Requested Delivery Date 9 3.2.2 Biodegradable Packing 9 3.2.3 Equal or Comparable Product 9 3.2.4 Delivery Instructions 9 3.3 Cost Bid Form 10 3.4 Terms and Conditions 10 UC SAN DIEGO TERMS AND CONDITIONS, APPENDIX A...................................................12 RFQ FORM B-BID COVER PAGE............................................................................................13 RFQ FORM D-BUSINESS INFO. FORM...................................................................................14 RFQ FORM E-CONFLICT OF INTEREST CERTIFICATION....................................................18 RFQ FORM F-BIDDER'S CUSTOMER REFERENCE FORM..................................................19 8
  • 9. RFQ PART 3 RFQ #0707DAC SCOPE OF WORK/SPECIFICATIONS 3.1 Introduction The University of California, San Diego, Housing Services Department is requesting quotations from your firm to provide janitorial equipment as specified herein. 3.2 Job Scope Specifications 3.2.1 Requested Delivery Date All equipment specified in this RFQ is required to be delivered on or after Monday, May 14, 2007, and no later than Monday, June 11, 2007. 3.2.2 Biodegradable Packing In a continuing effort to support critical environmental issues, the University of California, San Diego is requesting that all vendors package equipment and supplies in biodegradable packing whenever possible. 3.2.3 Equal or Comparable Product The manufacturers and models specified on the Cost Bid Form are preferred. Comparable items will be accepted for review if exact manufacturers and models are not available. The University shall make the final determination if the product submitted by the vendor is “Equal” or “Equivalent” to the specifications provided herein. Vendor submitting “Equal” or “Equivalent” should provide any and all related information and explanations to explain how their products are “Equal” or “Equivalent.” 3.2.4 Delivery Instructions All equipment will be shipped to UCSD’s off-site receiving location as noted below: UCSD 9224-B Regents Rd. La Jolla, CA 92037 Attn: Rebecca Otten (858) 822-3296 9
  • 10. 3.3 Cost Bid Form Warranty Requested Equipment Quantity Pricing Coverage Steamer: Eureka 350A Enviro-Steamer Hotshot Hand-held 1 Pressure Washer: Tornado 97245 (gasoline/2,400 psi) 1 Extension hose: for pressure washer to 100 ft. total 1 Upright Vacuums: Tornado CV38 HEPA-filtered (w/tools) 3 Dehumidfiers: Drizair LGR 2000, 8 amps, 13.75 - 28 ga;/day, 320 cfm, 132 lb. 4 Blowers: CFR Air Mover Pro 500 4 Wet Vac: Windsor Admiral 8 (8-gallon, 100 psi pump) 1 Wet Vacs: Shop-Vac 10-gallon QAP Contractor, 6.5 HP, 9.7 amp motor, Mfg #925-45-10 4 Small Upholstery Spotter: Tornado, 2-gallon solution tank, 1.5-gallon recovery tank, 2-stage vacuum motor, 30 psi pump, mfg #98220 1 Automatic Floor Scrubber: Tornado BR 400 1 Air Purifier: Honeywell, Permanent HEPA Tower, Mfg #HHT-080 1 Backpack Gas Air Blowers: Poulan Pro, 40.2cc, 490 CFM, 250 MPH Velocity, 69 Decibel Noise Rating 2 Discount Payment Terms:____________________________ Note: 1) All goods shall be F.O. B. Destination, freight prepaid and allowed. UCSD shall not be responsible for paying freight charges. 2) If your prices are based on a published price list, please supply your published price list. 3) WARRANTY: The University’s terms for warranties are set forth in the terms and conditions for purchase, Appendix A, which are attached or set forth in this request. Please provide the detailed information of your most favorable commercial warranties including basis, performance, time period, parts, and labor, etc. 3.4 Terms and Conditions The terms and conditions of this contract are incorporated herein in the following order of precedence: 1. Appendix A 2. Appendix SD 10
  • 11. Referenced terms and conditions may also be obtained at: http://www-bfs.UCSD.edu/pur/appendices/appendices.htm 11
  • 12. UC SAN DIEGO Terms and Conditions, Appendix A (See attached Word file) 12
  • 13. RFQ FORM B BID COVER PAGE RFQ Number: 0707DAC Date Submitted:       For UCSD use only Bidder Company Name:       Date/time Received: Address:       Technical bids __ Cost bid ___ Name and Title of Contact Person:       Checked by: _____ Phone Number:       Fax Number:       Email:       Individual(s) with the authority to negotiate/authorize an agreement between your company and The Regents of the University of California: Name and Title of Contact Person:       Phone Number:       Fax Number:       Email:       Bidder Federal Taxpayer ID Number:       (While this information is optional at the bid stage, FEIN must be provided before any contract will be issued.) The undersigned agrees that this bid constitutes an offer to The Regents of the University of California on behalf of the University of California, San Diego which shall be valid for a period of ninety (90) calendar days after the bid due date or until a contract is fully executed between The Regents of the University of California on behalf of the University of California, San Diego and another, whichever is earlier. The undersigned acknowledges that he/she has examined and is fully familiar with the documents incorporated therein and that any exceptions to that document are indicated herein. Check One: No exceptions are taken Exceptions are attached All of the forms submitted by the bidder with its bid are incorporated by reference herein. The undersigned certifies to the truthfulness and accuracy of the information contained on all such forms. The bidder further certifies that it will perform the services as stated in this RFQ and will comply with the specifications, all relevant attachments, and the terms and conditions of this RFQ, if a contract is awarded as a result of this bid, subject to any exceptions noted in its bid. The bidder warrants that the products and services specified in the bid in response to this RFQ, including bidder-recommended third-party products, include all items, components, quantities, services, etc., necessary to provide UCSD with the functional and performance capability required by the RFQ, unless otherwise stated in the bid. Should additional items be required in order to meet the performance standards included in the RFQ and the bid, the bidder shall provide them to UCSD at no additional cost. Bidder’s Company Name:       Signature: Print Name:       Title:       Date:       13
  • 14. RFQ FORM D BUSINESS INFORMATION FORM. SUPPLIER OF GOODS OR SERVICES ONLY To be completed by ALL FIRMS OR INDIVIDUALS PROPOSING TO DO BUSINESS WITH THE UNIVERSITY OF CALIFORNIA (regardless of commodity, service, or product offered.) COMPANY NAME: CONTACT PERSON: (Indicate Ms., Mr., etc.)             STREET ADDRESS:       MAILING ADDRESS (if different from street address):       TELEPHONE NO.: (      )       TOLL FREE NO.: (       )       FAX NO.: (      )       E-MAIL:       HOME PAGE ADDRESS:       Are any of the owners or owners’ relatives currently employed by the University of California? YES NO If yes, please provide details on an attached sheet of paper. FEDERAL IDENTIFICATION NO. OR SOCIAL SECURITY NUMBER: DUN & BRADSTREET NUMBER:       (Optional at proposal stage, but must be provided before contract is awarded)       PRIMARY TYPE OF BUSINESS: BROKER DEALER DISTRIBUTOR FABRICATOR MANUFACTURER MANUFACTURERS AGENT RETAIL SERVICE WHOLESALER OTHER       PRINCIPAL OWNER(S) NAME: Title Sex Percent (M or F) Ethnicity Ownership                              %                              % THIS IS A PARENT COMPANY: (Name of subsidiaries) THIS IS A SUBSIDIARY: (Name and location of parent company)             NUMBER OF AVERAGE ANNUAL NET WORTH OF NORMAL APPROXIMATE NUMBER OF YEARS SALES BUSINESS INVENTORY SIZE OF EMPLOYEES IN BUSINESS (PRIOR 3 YEARS) VALUE FACILITIES (sq.ft.)                                     DESCRIPTION OF PRODUCTS & SERVICES (attach sales literature as appropriate)       BANK REFERENCE NAME: ADDRESS: (Number, City, State, Zip)             CUSTOMER REFERENCES: Name Address Phone Number                                     PERSON(S) AUTHORIZED TO COMMIT YOUR FIRM TO A CONTRACT: Name       Title       Name       Title       Name       Title       Name       Title       INSURANCE: Is your Company Insured? YES NO TYPE OF INSURANCE: General Liability Automobile Liability Worker’s Compensation Other       Name of Insurance Provider/Producer      Companies Affording Coverage:       GSA SF 254 A/E or related services questionnaire may be required OWNERSHIP OF BUSINESS: (Check One) Corporation Individual/Sole Proprietorship Joint Venture Partnership Foreign Ownership Not for Profit Other       STATE OF INCORPORATION:       14
  • 15. Ownership Status Categories: (Place an “X” in the boxes that best describe your firm’s ownership) Asian/Indian Black Native White Socially & Type of Business Asian/Pacific African Hispanic American Caucasian Disabled Economically American American Indian American Other Veteran Disadvantaged American LARGE BUSINESS Woman- Owned                                                       Male-Owned                                                       SMALL BUSINESS Woman Owned                                                       Male-Owned                                                       Signature Title Date INSURANCE REQUIREMENTS: The University selects insurance requirements based on degree of risk, rather than the dollar value of the contract. All insurance policies required shall be subject to review and approval by the University. 15
  • 16. SELF-CERTIFICATION Initial the Business Categories That Apply: SMALL BUSINESS ENTERPRISE (SBE) - an independently owned and operated concern certified, or certifiable, as small business by the Federal Small Business Administration (SBA). (Size standards by Standard Industrial Classification codes may be found in the Federal Acquisition Regulations, Section 19.102. The University may rely on written representation by the vendors regarding their status.) DISADVANTAGED BUSINESS ENTERPRISE (DBE) - a business concern which is at least 51% owned by one or more socially and economically disadvantaged individuals or, in the case of any publicly owned business, at least 51% of the stock of which is owned by such individuals and whose management and daily business operations are controlled by one or more of such individuals. Socially disadvantaged individuals are those who have been subjected to racial or ethnic prejudice or cultural bias because of their identity as members of a group without regard to their individual qualities. Economically disadvantaged individuals are those socially disadvantaged individuals whose ability to compete in the free private enterprise system has been impaired due to diminished capital and credit opportunities as compared to others in the same business area who are not socially disadvantaged. Business owners who certify that they are members of named groups (Asian-Indian Americans, Asian-Pacific Americans, Black Americans, Hispanic Americans, Native Americans) are to be considered socially and economically disadvantaged. DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) - a business that is at least 51% owned by one or more disabled veterans or, in the case of any publicly owned business, at least 51% of the stock of which is owned by such individuals and whose management and daily business operations are controlled by one or more of such individuals. A Disabled Veteran is a veteran of the military, naval, or air service of the United States with a service connected disability who is a resident of the State of California. To qualify as a veteran with a service connected disability, the person must be currently declared by the United States Veterans Administration to be 10% or more disabled as a result of service in the armed forces. WOMEN-OWNED BUSINESS ENTERPRISE (WBE) - a business that is at least 51% owned by a woman or women who also control and operate it. “Control” in this context means exercising the power to make policy decisions. “Operate” in this context means being actively involved in the day-to-day management. PRIVACY NOTIFICATIONS FEDERAL Pursuant to the Federal Privacy Act of 1974, you are hereby notified that the disclosure of your social security number is voluntary. This record keeping system was established pursuant to the authority of The Regents of the University of California under Art. IX, Sec. 9 of the California Constitution. The social security number is used to verify your identify. STATE The State of California Information Practices Act of 1977 (effective July 1, 1978) requires the University of California to provide the following information to individuals who are asked to supply information about themselves: The principal purpose of requesting the information on this form is to evaluate your qualifications as a supplier to the University and for reporting purposes in accordance with state law and University policy. 16
  • 17. Furnishing all information (except Social Security Number) requested on this form is mandatory; failure to provide all requested information will delay or may prevent evaluation of your firm’s ability to do business with the University. I hereby certify under penalty of perjury under the laws of the State of California that I have read this application and know the contents thereof, and that the business category and ethnicity indicated above reflect the true and correct status of the business in accordance with Federal Small Business Administration criteria and Federal Acquisition Regulations, FAR 19, pertaining to small, disadvantaged, woman, disabled veteran, small and disadvantaged, and small and woman-owned business enterprises. I understand that falsely certifying the status of this business, obstructing, impeding or otherwise inhibiting any University of California official who is attempting to verify the information on this form may result in suspension from participation in University of California business contracts for a period up to 5 years and the imposition of any civil penalties allowed by law. In addition, I understand that this business must notify the University of California in writing 30 days in advance of any changes in size, ownership, control, or operation which may affect this business’s continued eligibility as a SBE, DBE, WBE, DVBE, SDBE, SWBE or SDVBE. INFORMATION FURNISHED BY: (Print or Type Name of Owner and/or Principal) NAME OF BUSINESS:       NAME:       TITLE:       SIGNATURE: DATE: __________________________________ FOR U.C. USE ONLY (do not write in this area) Reviewed by: Date Comments 17
  • 18. RFQ FORM E CONFLICT OF INTEREST CERTIFICATION 1. The Bidder certifies that none of its officers or employees is: a. An individual who is presently employed by the University or whose separation from the University occurred within two years of the date of the proposed transaction. b. A spouse, child, parent, brother, sister, son-in-law, daughter-in-law, father- in-law, mother-in-law, brother-in-law, sister-in-law, or step-relative to an individual who is presently employed by the University or whose separation from the University occurred within two years of the date of the proposed transaction. 2. The Bidder agrees that if it is awarded the resultant contract under this RFQ, it will not hire any officer or employee of the University to perform any service covered by this RFQ. If the work is to be performed in connection with a Federal contract or grant, the Bidder will not hire any employee of the United States government to perform any service covered by the resultant contract. 3. The Bidder affirms that there exists no actual or potential conflict between the Bidder’s family, business, or financial interests and the services provided under this RFQ, and in the event of change in either private interests or service under the resultant contract issued pursuant to this RFQ, it will raise any question with the University regarding possible conflict of interest which may rise as a result of such change. 4. The Bidder agrees that if it is awarded the resultant contract under this RFQ, it shall not be in a reporting relationship to a University employee who is a near relative, nor shall the near relative be in a decision-making position with respect to the Bidder. Name of Bidder: ________________________________ Signed: ________________________________________ Print Name: _____________________________________ Title: __________________________________________ Date: _________________________________________ 18
  • 19. RFQ FORM F Bidder’s Customer Reference Form RFQ#: 0707DAC Bidder:       Please provide the following information for 4 of your customers whom we may contact as references for the services to be performed under this RFQ: 1. Company Name:       Phone:       Company Address:       Contact Person name and title:       Summarize type of job and technical specifications:       Date and Length of Contract:       2. Company Name:       Phone:       Company Address:       Contact Person name and title:       Summarize type of job and technical specifications:       Date and Length of Contract:       3. Company Name:       Phone:       Company Address:       Contact Person name and title:       Summarize type of job and technical specifications:       Date and Length of Contract:       4. Company Name:       Phone:       Company Address:       Contact Person name and title:       Summarize type of job and technical specifications:       Date and Length of Contract:       19