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STATE OF CALIFORNIA

STATE BOARD OF EQUALIZATION

BETTY T. YEE First District, San Francisco

450 N STREET, SACRAMENTO, CALIFORNIA PO BOX 942879, SACRAMENTO, CALIFORNIA 94279 TELEPHONE 916-322-2107 • FAX 916-322-3184

SEN. GEORGE RUNNER (RET.) Second District, Lancaster

www.boe.ca.gov

MICHELLE STEEL Third District, Rolling Hills Estates JEROME E. HORTON Fourth District, Los Angeles

INVITATION FOR BID

JOHN CHIANG State Controller _______ CYNTHIA BRIDGES Interim Executive Director

NOTICE TO PROSPECTIVE BIDDERS December 19, 2013 You are invited to review and respond to this Invitation for Bid (IFB), entitled "Information Technology Infrastructure Library (ITIL)” IFB BOE #2013-4219. In submitting your bid, you must comply with these instructions. Note that all agreements entered into with the State of California (State) will include by reference General Terms and Conditions that may be viewed and downloaded at Internet site www.ols.dgs.ca.gov/pd. If you do not have Internet access, a hard copy can be provided by contacting the person listed below. In the opinion of the Board of Equalization (BOE), this IFB is complete and without need of explanation. However, if you have questions, or should you need any clarifying information, the contact person for this IFB is: Linda Merdinger Board of Equalization Acquisitions Branch - Contracts Section (916) 322-2107

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

Linda Merdinger Contract Analyst

Board of Equalization IFB BOE 2013-4219 Page 2 of 28

TABLE OF CONTENTS SECTION

PAGE

A)

Purpose and Description of Services…………………………………………………… ........ 3

B)

Bidder Minimum Qualifications………………………………………………………… .......... 3

C)

Bid Requirements and Information……………………………………………………. .......... 3 1) 2) 3) 4) 5) 6) 7)

D)

Preference Programs…………………………..………………………………………… ........ 7 1) 2)

E)

Small Business Preference……………………………………………………….. .......... 7 Non-Small Business Subcontractor Preference….…………………………….. .......... 7

Required Attachments…….…………………………………………………………….. ......... 8 1)

F)

Key Action Dates………..………………………………………………………….. ......... 3 Submission of Bid………………………… ................................................................. 3 Evaluation and Selection………………………………………………………………… . 5 Award and Protest…………………………………………………………… .................. 6 Required Forms………………………………………………………………….. ............. 6 Disposition of Bids……………………………………………………………………........ 7 Agreement Execution and Performance………………………………………….. ........ 7

Required Attachments Checklist……………………………………………………….. .. 9 Bid/Bidder Certification Sheet…………………….……………………………….. ... 10 Attachment 1, Cost Sheet……………………………………………………………… . 12 Attachment 2, Bidder References……………..………………………………………. . 13 Non-Small Business Subcontractor Preference..…………………….…….……….... 14

Sample Agreement (STD 65)………………….………………………………. ................... 16 1) 2)

Exhibit A, Statement of Work…………………………………………………………… 17 Exhibit C, GSPD 401 IT …. www.pd.dgs.ca.gov incorporated by reference ........ 16

Board of Equalization IFB BOE 2013-4219 Page 3 of 28

A)

Purpose and Description of Services Contractor shall provide training services to the BOE. See Section F, Sample Agreement (STD 65), 1) Exhibit A, Statement of Work, for a complete description of services.

B)

Bidder Minimum Qualifications Contractor must have a minimum of three (3) years experience performing the same or similar services within the last five (5) years. Contractor’s experience must have been performed as an established business, under the current business name, not as a subcontractor for or employee of another established business.

C)

Bid Requirements and Information 1)

Key Action Dates Event

Date

IFB Available to Prospective Bidders

December 19, 2013

Submittal of Questions (by 12:00 p.m. Noon)

December 24, 2013

Submittal of Answers (by 12:00 p.m. Noon)

December 27, 2013

Final Date to Submit Bids (by 12:00 p.m. Noon)

December 30, 2013

Bid Opening at 10:00 a.m.

December 31, 2013

Notification of Intent to Award to Successful Bidder

January 3, 2014

Proposed Start Date of Agreement

January 8, 2014

NOTE: Technical questions must be submitted in writing and received by the BOE via email at the address indicated in the Submission of Bid section or via email provided at the top of the first page on or before the 12:00 p.m. (noon) on December 24, 2013. The BOE will provide written answers to all potential bidders by 12:00 p.m. (noon) on December 27, 2013. 2)

Submission of Bid a) All bids must be submitted under sealed cover and received by the BOE by dates and times shown in Section C, Bid Requirements and Information, Item 1) Key Action Dates (page 3). The sealed cover must be plainly marked with the IFB number and title, must show your firm name and address and must be marked with “DO NOT OPEN”, as shown in the following example:

Board of Equalization

IFB BOE 2013-4219 Page 4 of 28

3) Submission of Bid (continued) IFB BOE #2013-4219 "Information Technology Infrastructure Library (ITIL)” DO NOT OPEN Bids not submitted under sealed cover may be rejected. b) All bids shall include the documents identified in Section E, Required Attachments, Required Attachments Checklist (see page 9). Bids not including the proper “required attachments” shall be deemed non-responsive. A nonresponsive bid is one that does not meet the basic bid requirements. c) All documents requiring a signature must bear an original signature of a person authorized to bind the bidding firm. d) Mail or deliver bids to the following address: U.S. Postal Service Deliveries Board of Equalization Contracts Section 450 N Street, MIC: 24 Sacramento, CA 95814

Courier/Hand Deliveries Board of Equalization Contracts Section 450 N Street, Reception Desk (Lobby) Sacramento, CA 95814

e) Bids must be submitted for performance of all the services described herein. Any deviation from the work specifications will not be considered and will cause a bid to be rejected. f) A bid may be rejected if conditional or incomplete, or if it contains any alterations of form or other irregularities of any kind. The State may reject any or all bids and may waive an immaterial deviation in a bid. The State's waiver of an immaterial defect shall in no way modify the IFB document or excuse the bidder from full compliance with all requirements if awarded the Agreement. g) Costs for developing bids and in anticipation of award of the Agreement are entirely the responsibilities of the bidder and shall not be charged to the State of California. h) An individual who is authorized to bind the bidding firm contractually shall sign the Bid/Bidder Certification Sheet (see page 10). The signature should indicate the title or position that the individual holds in the firm. An unsigned bid may be rejected. i) A bidder may modify a bid after its submission by withdrawing its original bid and resubmitting a new bid prior to the bid submission deadline. Bidder modifications offered in any other manner, oral or written, will not be considered.

Board of Equalization IFB BOE 2013-4219 Page 5 of 28

2) Submission of Bid (continued) j) A bidder may withdraw its bid by submitting a written withdrawal request to the State, signed by the bidder or an authorized agent. A bidder may thereafter submit a new bid prior to such bid submission deadline. Bids may not be withdrawn without cause subsequent to bid submission deadline. k) The BOE may modify the IFB prior to the date fixed for submission of bids by the issuance of an addendum to all parties, who received a bid package. l) The BOE reserves the right to reject all bids. The BOE is not required to award an Agreement. m) Before submitting a response to this solicitation, bidders should review, correct all errors and confirm compliance with the IFB requirements. n) Where applicable, bidder should carefully examine work sites and specifications. Bidder shall investigate conditions, character, quality of surface or subsurface materials or obstacles that might be encountered. No additions or increases to the Agreement amount will be made due to a lack of careful examination of work sites and specifications. o) The State does not accept alternate contract language from a prospective Contractor. A bid with such language will be considered a counter proposal and will be rejected. The State’s Terms and Conditions (GSPD 401 IT) are not negotiable. p) No oral understanding or agreement shall be binding on either party. 3)

Evaluation and Selection a) At the time of bid opening, each bid will be checked for the presence or absence of required information in conformance with the submission requirements of this IFB. b) The State will evaluate each bid to determine its responsiveness to the published requirements. c) Bids which contain false or misleading statements, or which provide references which do not support an attribute or condition claimed by the bidder, may be rejected. d) Award if made, will be to the lowest responsive responsible bidder. e) In the event of a tie between two (2) or more bidders when determining the lowest bid for a location, the Contractor shall be selected in a random drawing. The drawing will be held by placing the envelopes into a container. An uninterested third party shall draw an envelope. The name of the Contractor in the envelope selected will be awarded. The random drawing shall be held in the BOE’s Sacramento Headquarters’ office.

Board of Equalization IFB BOE 2013-4219 Page 6 of 28

4)

Award and Protest a) Whenever an Agreement is awarded under a procedure which provides for competitive bidding, but the Agreement is not to be awarded to the low bidder, the low bidder shall be notified by facsimile transmission, overnight courier, Internet transmission or personal delivery five (5) working days prior to the award of the Agreement. b) Upon written request by any bidder, notice of the proposed award shall be posted in a public place in the BOE’s Sacramento Headquarters’ office at least five (5) working days prior to awarding of the Agreement. c) If any bidder, prior to award of Agreement, files a protest with the Department of General Services, Office of Legal Services, 707 Third Street, 7th Floor, Suite 7330, West Sacramento, CA 95605 and the BOE on the grounds that the (protesting) bidder is the lowest responsible bidder, the Agreement shall not be awarded until either the protest has been withdrawn or the Department of General Services has decided the matter. d) Within five (5) days after filing the initial protest, the protesting bidder shall file with the Department of General Services and the BOE a detailed written statement specifying the grounds for the protest. The written protest must be sent to the Department of General Services, Office of Legal Services, 707 Third Street, 7th Floor, Suite 7-330, West Sacramento, CA 95605. A copy of the detailed written statement must be mailed to the Board of Equalization, Contract Section, 450 N Street, MIC: 24, Sacramento, CA 95814. It is suggested that you submit any protest by certified or registered mail.

5)

Required Forms a) Upon award of the Agreement, Contractor must sign and return to the BOE the following documents: 1) At least two (2) original copies of the finalized Agreement, STD 65 (see Section F, Sample Agreement [STD 65]). 2) Payee Data Record (STD 204), to determine if the Contractor is subject to State income tax withholding pursuant to California Revenue and Taxation Code Section 18662 and 26131. This form can be found on the Internet at www.osp.dgs.ca.gov under the heading Standard Forms. No payment shall be made unless a completed STD 204 has been returned to the BOE. 3) Confidentiality Statement (BOE 4) regarding protection of confidential information. If you would like a copy of this form, please contact the IFB Contract Person listed on the cover letter of the IFB.

Board of Equalization IFB BOE 2013-4219 Page 7 of 28

4) Certificate of Insurance. 6)

Disposition of Bids a) Upon bid opening, all documents submitted in response to this IFB will become the property of the State, and will be regarded as public records under the California Public Records Act (Government Code Section 6250 et seq.) and subject to review by the public. b) Bid packages may be returned only at the bidder’s expense, unless such expense is waived by the awarding agency.

7)

Agreement Execution and Performance a) Service shall start not later than the express date set by the BOE and the Contractor, after all approvals have been obtained and Agreement is fully executed. Should the Contractor fail to commence work at the agreed upon time, the BOE, upon five (5) business days written notice to the Contractor, reserves the right to terminate the Agreement. In addition, the Contractor shall be liable to the State for the difference between Contractor's bid price and the actual cost of performing work by the second low bidder or by another Contractor. b) All performance under the Agreement shall be completed on or before the termination date of the Agreement.

D)

Preference Programs 1)

Small Business Preference For details, see the Internet website www.pd.dgs.ca.gov.

2)

Non-Small Business Subcontractor Preference A five percent (5%) bid preference is available to a non-small business claiming twenty-five percent (25%) California certified small business subcontractor participation. If claiming the non-small business subcontractor preference, the bid response must include a list of the small business(es) with which you commit to subcontract in an amount of at least twenty-five percent (25%) of the net bid price with one or more California certified small businesses. Each listed certified small business must perform a “commercially useful function” in the performance of the contract as defined in Government Code Section 14837(d)(4). The required list of California certified small business subcontractors must be attached to the bid response and must include the following: 1) subcontractor name, 2) address, 3) phone number, 4) a description of the work to be performed and/or products supplied, 5) and the dollar amount or percentage of the net bid price (as specified in the IFB) per subcontractor.

Board of Equalization IFB BOE 2013-4219 Page 8 of 28

D)

Preference Programs (continued) Bidders claiming the five percent (5%) preference must commit to subcontract at least twenty-five (25%) of the net bid price with one or more California certified small businesses. Completed certification applications and required support documents must be submitted to the Office of Small Business and DVBE Certification (OSDC) no later than 5:00 p.m. on the bid due date, and the OSDC must be able to approve the application as submitted. Questions regarding certification should be directed to the OSDC at (916) 375-4940.

E)

Required Attachments 1)

Required Attachments Checklist See Required Attachments Checklist.

Board of Equalization IFB BOE 2013-4219 Page 9 of 28

REQUIRED ATTACHMENTS CHECKLIST For your bid to be responsive, all required attachments identified below, if applicable, must be returned. Complete this checklist to confirm the items in your bid by placing a check mark or “X” next to each item that you are submitting to the State. Attachment Name/Description Required Attachments Checklist Bid/Bidder Certification Sheet Cost Sheet, Attachment 1 Bidder References, Attachment 2 Non-Small Business Subcontractor Preference (if applicable)

Board of Equalization IFB BOE 2013-4219 Page 10 of 28 BID/BIDDER CERTIFICATION SHEET This Bid/Bidder Certification Sheet must be signed and returned along with all the "required attachments" as an entire package with original signatures. The bid must be transmitted in a sealed envelope in accordance with IFB instructions. Do not return Section C, Bid Requirements and Information, or Section F, Sample Agreement (STD 65), at the end of this IFB. A.

Our all-inclusive bid is submitted as detailed in Attachment 3, Cost Sheet.

B.

All required attachments are included with this certification sheet.

C.

Your signature affixed hereon and dated certifies compliance with all the requirements of this bid document. The signature below authorizes the verification of this certification. >>> An Unsigned Bid/Bidder Certification May Be Cause For Rejection <<<

1. Company Name

2. Telephone Number ( )

FAX Number ( )

3. Address 4. E-Mail Address 5. Indicate your organization type: Sole Proprietorship 6. Federal Employer ID No. (FEIN)

Partnership

Corporation

7. California Corporation No. (if applicable)

8. Indicate Applicable License and/or Certification Information

9. Bidder’s Name (Please Print)

10. Title

11. Signature

12. Date

13. Are you certified with the Department of General Services, Office of Small Business and DVBE Certification (OSDC) a. California Small Business Yes

No

If yes, enter your certification number ______________________

b. Disabled Veteran Business Enterprise Yes

No

If yes, enter your service code _________________________

NOTE: A copy of your certification if required to be included if either of the above items is checked “Yes”. Date application was submitted to OSDC is an application is pending: _____________________________

Board of Equalization IFB BOE 2013-4219 Page 11 of 28

Completion Instruction for Bid/Bidder Certification Sheet Complete the numbered items on the Bid/Bidder Certification Sheet by following the instructions below

Item Numbers 1, 2, 3, 4 5

Instructions Must be completed and are self-explanatory. Check the correct box for your organization type. A sole proprietorship is a form of business in which one person owns all the assets of the business in contrast to a partnership and corporation. The sole proprietor is solely liable for all the debts of the business. A partnership is a voluntary agreement between two or more competent persons to place their money, effects, labor, and skill, or some or all of them in lawful commerce or business, with the understanding that there shall be a proportional sharing of the profits and losses between them. An association of two or more persons to carry on, as co-owners, a business for profit. A corporation is an artificial person or legal entity created by or under the authority of the laws of a state or nation, composed, in some rare instances, of a single person and his successors, being the incumbents of a particular office, but ordinarily consisting of an association of numerous individuals.

6

Enter your federal employee tax identification number.

7

Enter your corporation number assigned by the California Secretary of State’s Office. This information is used for checking if a corporation is in good standing and qualified to conduct business in California.

8

Complete, if applicable, by indicating the type of license and/or certification that your firm possesses and that is required for the type of services being procured.

9, 10, 11, 12, 13

Must be completed. These items are self-explanatory.

If certified as a California Small Business, place a check in the “Yes” box and enter your certification number on the line. If certified as a Disabled Veteran’s Business Enterprise, place a check in the ”Yes” box and enter your service code on the line. If you are not certified as one or both, place a check in the “No” box. If your certification is pending, enter the date your application was submitted to OSDC.

Board of Equalization IFB BOE 2013-4219 Page 12 of 28

ATTACHMENT 1

Page 1 of 1 COST SHEET Service: Instructor-led training courses in Information Technology Infrastructure Library (ITIL) Foundation training to the Board of Equalization (BOE) as described herein. The training shall be based on ITIL Foundations that covers five core disciplines: • • • • •

Service Strategy Service Design Service Transition Service Operation Continual Service Improvement.

Bid Amount: Please provide the costs for the training services per Attachment F, Sample Agreement (STD 65). The total bid amount will be determined by the total costs for the five (5) core disciplines. The costs shall include all costs necessary to provide the service.

Board of Equalization IFB BOE 2013-4219 Page 13 of 28

ATTACHMENT 2 BIDDER REFERENCES Submission of this attachment is mandatory. Failure to complete and return this attachment with your bid will cause your bid to be rejected and deemed non-responsive. The Contractor must provide a qualified instructor who can complete the identified tasks within the Statement of Work (see Attachment F – STD 65 Sample Agreement). The instructor must be experienced and competent both in the subject matter being taught and in presentation skills. If the Contractor fails to meet the above experience requirement, the bid may be considered non-responsive. Additionally, if a negative response is received from a reference, the bid may be rejected. REFERENCE 1 Name of Firm Street Address

City

State

Contact Person

Telephone Number (

Date of Service Brief Description of Service Provided

Value or Cost of Service

Zip Code )

REFERENCE 2 Name of Firm Street Address

City

State

Contact Person

Telephone Number (

Date of Service Brief Description of Service Provided

Value or Cost of Service

Zip Code )

REFERENCE 3 Name of Firm Street Address

City

State

Contact Person

Telephone Number (

Date of Service Brief Description of Service Provided

Value or Cost of Service

Zip Code )

Board of Equalization IFB BOE 2013-4219 Page 14 of 28

NON-SMALL BUSINESS SUBCONTRACTOR PREFERENCE Documentation of Non-Small Business Subcontractor Preference Requirements To claim the non-small business subcontractor preference, you must list the California certified small business(es) with which you commit to subcontract in an amount of at least twenty-five percent (25%) of the total net bid price (as specified in Attachment 1, Cost Sheet). Each listed small business must perform a “commercially useful function” in the performance of the contract as defined in Government Code Section 14837(d)(4). Please complete the following information for each small business you have committed to subcontract with on this bid. Small Business Company Name Small Business Contact Name

Telephone Number

Fax Number

(

(

)

)

Street Address, City, State and Zip Code Small Business Certification Number

E-mail (if available)

Provide a description of the work to be performed and/or products supplied:

Estimated dollar amount or percentage of the total net bid price

Small Business Company Name Small Business Contact Name

Telephone Number

Fax Number

(

(

)

Street Address, City, State and Zip Code Small Business Certification Number

E-mail (if available)

Provide a description of the work to be performed and/or products supplied:

Estimated dollar amount or percentage of the total net bid price

)

Attachment F - SAMPLE AGREEMENT STATE OF CALIFORNIA – GENERAL SERVICES PROCUREMENT DIVISION

CONTRACT REGISTRATION NUMBER

PURCHASING AUTHORITY PURCHASE ORDER STD.65 (REV. 7/2003)

SUPPLIER: The numbers identified above MUST be shown on Invoice & Packing Slip.

(PAM Version)

S H I P T O

DATE

AMENDMENT NO.

2013-4219

PAGE

1

OF PAGE

6

AGENCY BILLING CODE

B I L L

Board of Equalization Attn: Veronica Dodd 450 N Street, MIC 26 Sacramento, CA 95814

AGENCY ORDER NUMBER

024381

Board of Equalization Attn: Accounting Section P.O. Box 942879-0023 Sacramento, CA 95814

T O

PURCHASING AUTHORITY NUMBER

9I-1014-BOE-HQ1

LEVERAGED PROCUREMENT AGREEMENT NO. INFORMATION TECHNOLOGY PROJECT IDECTIFICATION NUMBER

TO SUPPLIER ADDRESS

AGENCY OR BUYER INFORMATION

Successful Bidder

AGENCY NAME BOE

(Type or Print Legibly)

CONTACT NAME Linda Merdinger

CONTACT E-MAIL ADDRESS [email protected]

SUPPLIER CONTACT NAME PAYMENT TERMS

SUPPLIER PHONE NUMBER

CERTIFICATION NUMBER

CERTIFIED SMALL

Net 45 REQUIRED DELIVERY DATE

1/8/14 ITEM NUMBER

AGENCY TRACKING/REQUISTION NUMBER (OPTIONAL)

QUANTITY

UNIT

SHIPPING INSTRUCTIONS

F.O.B. Destination FRT. PPD

COMMODITY CODE or PRODUCT CODE or SERVICES ID NUMBER

1

EXPIRATION DATE

F.O.B. Destination FRT. PPD/ADD

F.O.B. ORIGIN

Freight not to exceed cost stated on P.O.

RECYCLE D PRODUCT

CERTIFIED DVBE CITY OF STATE ORIGIN

PRODUCT OR SERVICES DESCRIPTION

EXPIRATION DATE ZIP CODE

UNIT PRICE

EXTENSION TOTAL

Information Technology Infrastructure Library – five (5) core training services. ITIL Training Instructor @ ______ per hour.

1 2

CERTIFIED MICROBUSINESS

CONTACT PHONE CONTACT FAX NUMBER NUMBER (916) 322-3184 (916) 322-2107 SUPPLIER FAX NUMBER SUPPLIER E-MAIL ADDRESS

Ea

Not to exceed $99,900.00.

Statement of Work, Resume and IT Personal Services Special Provisions attached and incorporated herein. Quote # Attachment 1 Term: 1/8/14 – 6/30/14 Non-tangible items to be received. Send all updates to [email protected], referencing this PO # 2013-4219.

TERMS AND CONDITIONS

A-1

General Provisions are incorporated herein by reference to: Form GSPD-401 Non-IT Commodities (revised date___________) OR Form GSPD-401IT(revised date 6/08/10) ATTACHED OR Published at website www.dgs.ca.gov/pd

A-2

This order is issued under a Department of General Services (DGS) Leveraged Procurement Agreement (LPA). Terms and Conditions set forth in that agreement (LPA number referenced in the block titled Leveraged Procurement Agreement No.) are incorporated herein by references as if set forth in full text.

B

Agency Special Provisions are attached and titled

C

Any other attachments, such as specifications or Statement of Work, or Information Technology Model Language Modules, are identified in the product or service description area or on continuation pages.

PROCUREMENT METHOD LEVERAGED

.

COMPETITIVE: Solicitation Number (if applicable) __________________ DVBE/SMALL BUSINESS [GC 14838.5(a)]

NON-COMPETITIVELY BID

PROGRAM/CATEGORY (Code and Title)

FUND TITLE

VERIFIED NO STATE SURPLUS AVAILABLE Yes NO

ITEM

CHAPTER

STATUTE

Support O.E.

0860-001-0001

General

2013

FISCAL YEAR

13/14

AUTHORIZING SIGNATURE



TITLE

Manager, Acquisitions Branch

EXEMPT

OBJECT OF EXPENDITURE (Code And Title)

381-3350 Program Code 8500

CERTIFICATION AND APPROVAL OF EXECUTIVE OFFICER

Linda Fergurson

charges for Installation, Shipping of Freight, or Other Non-Taxable Services, detail per line item and enter total here.

PAID BY CAL-CARD Yes NO

I HEREBY CERTIFY, on personal knowledge, that this order for purchasing the items specified above is issued in accordance with the procedure prescribed by law governing the purchase of such items for the State of California, and that all such legal requirements have been fully complied with. AUTHORIZING NAME (Print or Type)

*NOTE: If there are variable

UNENCUMBERED REMAINDER AFTER POSTING THIS ORDER TO ALLOTMENT EXPENDITUE LEDGE ADJUSTMENT INCREASING ENCUMBRANCES ADJUSTMENT DECREASING ENCUMBRANCES CERTIFIED CORRECT (SIGNATURE)



TAXABLE SUBTOTAL TAX RATE

0

SALES TAX

*INSTALLATION *SHIPPING/ FREIGHT *OTHER NONTAXABLE

GRAND TOTAL O.E.

EQ.

Board of Equalization IFB BOE 2013-4219 Page 17 of 28

EXHIBIT A Page 2 of 6 STATEMENT OF WORK

The purpose of this Statement of Work (SOW) is for ____________ (Contractor) to provide instructorled training courses in Information Technology Infrastructure Library (ITIL) Foundation training to the Board of Equalization (BOE). All instructor-led training classes shall take place at the BOE located at 450 N Street, Sacramento, CA 95814, unless otherwise prearranged and agreed to by both parties in writing. ITIL describes processes, procedures, tasks and checklists that are not organization-specific, used by an organization for establishing integration with the organization's strategy, delivering value and maintaining a minimum level of competency. It allows the organization to establish a baseline from which it can plan, implement, and measure. It is used to demonstrate compliance and to measure improvement. The Foundation Level training course is the entry level qualification course that provides a general awareness of the key elements, concepts and terminology used in the ITIL Service Lifecycle, including the linkages between Lifecycle stages, the processes used and their contribution to Service Management practices. The training shall be based on ITIL Foundations that covers five core disciplines: • • • • •

Service Strategy Service Design Service Transition Service Operation Continual Service Improvement.

1. The services, terms, and conditions shall be provided within the SOW. Cost for this training shall not exceed _______. 2. The Project Representatives during the term of this Agreement will be: Board of Equalization Name: Veronica Dodd Phone: (916) 322-0665 Fax: (916) 327-3483 Email: [email protected]

Vendor Name Name: Phone: Fax: Email:

Direct all Agreement inquiries to: Board of Equalization Name: Contracts Section Address: P.O. Box 942879, MIC: 24 Sacramento, CA 94279-0024 Phone: (916) 322-2107 Fax: (916) 322-3184 Email: [email protected]

Vendor Name Name: (Vendor Contact) Address: (Vendor) Phone: Fax: Email:

(Vendor) (Vendor) (Vendor)

Board of Equalization IFB BOE 2013-4219 Page 18 of 28

EXHIBIT A Page 3 of 6 STATEMENT OF WORK (continued) 3. Courses to be Provided Course Subjects ITIL Foundations covers five core disciplines: •

Service Strategy



Service Design



Service Transition



Service Operation



Continual Service Improvement

Training Period January 8, 2014 to June 30, 2014

4. Course Overview ITIL covers five core disciplines: • Service Strategy • Service Design • Service Transition • Service Operation • Continual Service Improvement 5. Project Scope • • • • •

Contractor to conduct class sessions Training will be held at BOE Headquarters located at 450 N Street, Sacramento, CA, unless otherwise prearranged and agreed upon by both parties. Contractor will train up to 25 BOE staff per session/up to 100 staff during the identified training period. ITIL Training will be provided by an ITIL Professional who has passed the ITIL examination and has been certified to teach the Foundations course. The ITIL course includes lectures, hands-on labs, discussions, and exercises to enhance the participant's learning experience

6. Key Personnel Minimum Qualifications The Contractor must provide a qualified instructor who can complete the identified tasks within this SOW. The instructor must be experienced and competent both in the subject matter being taught and in presentation skills. 7. Contractor Responsibilities: • •

Provide qualified instructor for courses identified in SOW. Instructors must have specific skills and experience. Provide course on-site at BOE headquarters or other prearranged and agreed upon site for multiple class sessions.

Board of Equalization IFB BOE 2013-4219 Page 19 of 28

EXHIBIT A Page 4 of 6 STATEMENT OF WORK (continued) • • • • • • • • • • • • •

Courses to be provided during normal business days and hours (Monday – Friday 8:30 a.m. to 4:30 p.m.). Provide training material for each student. Furnish all student course materials including books, handouts and other materials necessary to perform the services described within the SOW for each class. The course materials will be bound and professional in appearance. Ensure all course content, including books, handouts and instructor slides are accurate, current, easy to read, consistent with the instructor’s presentation, easy to navigate and used as part of the classroom curriculum. All student course materials must be delivered to the BOE training facility fully assembled and ready for use prior to the beginning of the first day of class. Students shall not be required to assemble course materials. Notify the BOE Primary Contact at least five (5) State business days in advance of any modifications to the curriculum that will impact workbook content and/or application files required to conduct the class. The Contractor is responsible for disposition of any unused materials upon completion of each training session. Should the Contractor fail to remove class materials at the end of each session, the BOE may discard such materials. The Contractor’s instructor may use the BOE photocopier equipment at no charge to copy completed evaluation forms only. Obtain written approval from the BOE before adding or substituting the instructor during the term of this Agreement. Be responsible for collecting completed BOE Training Evaluation Forms from each student at the completion of each class and delivering those forms to the BOE Primary Contact. Provide all documents in Microsoft Office format including but not limited to: processing documents, spreadsheets, presentations, and databases, unless explicitly provided in this Agreement or otherwise pre-approved by the BOE. Provide its own equipment and software necessary to perform all required duties, unless otherwise agreed to by the BOE Primary Contact. Prior to termination or expiration of this Agreement, the Contractor shall return any and all BOE property.

8. BOE Responsibilities: BOE will provide: • • • • • • •

BOE will provide a single point of contact for project coordination BOE staff will provide timely input on any and all information essential for Contractor to perform services in every area of this agreement Training room facilities Computers and necessary operating system Projector and laptop if needed Flip charts or white board if needed Class roster of up to 25 staff per session

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STATEMENT OF WORK (continued) 9. Travel Payment of travel time to the project's base of operations in Sacramento is not considered as a travel expense for this contract. 10. Amendment With mutual agreement by both parties, contract amendments may be done for time extensions without changes in scope and deliverables. 11. Term Tentative dates are January 8, 2014 to June 30, 2014. The due date specified in this contract is based on availability of BOE and Contractor resources and schedule. 12. Other Reporting Requirements The Contractor shall comply with all applicable BOE, policies and procedures, including but not limited to policies regarding Sexual Harassment Prevention, IT Security, Workplace Violence Prevention, and Emergency Preparedness. If you would like to review these documents and policies, please contact Veronica Dodd at (916) 322-0665. The Contractor will make its best efforts to maintain staff continuity throughout the life of the project. The BOE will be notified, in writing, of any changes in the instructor two (2) weeks prior to the instructor change(s). If a Contractor is unable to perform his or her duties due to illness, resignation, or other factors beyond the Contractor’s control, the Contractor will make every reasonable effort to provide suitable substitute instructor. The substitute instructor must meet all requirements of this SOW. The BOE recognizes that a resignation, or other such event, may cause the instructor to fail to be available to the Contractor for the duration of this contract. If this event should occur, the Contractor agrees that the BOE reserves the right to approve or deny a replacement project instructor assigned to the project. The Contractor will not be allowed extra time or money as a result of changes in instructor 13. Confidentiality Statement Contractor shall adhere to all state laws safeguarding the confidentiality of state data and information. All Contractor staff must sign a Confidentiality Statement, BOE-4 REV. 2 on the first day of the project. All original signed forms will be submitted to the BOE Project Representative. Contractor must follow confidentiality rules regarding any resultant contract. 14. Contractor Evaluation In accordance with Public Contract Code Section 10369, a written evaluation of Contractor’s performance under this Agreement shall be completed within sixty (60) days after the completion of this Agreement. If Contractor did not satisfactorily perform the work, a copy of the evaluation

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STATEMENT OF WORK (continued)

will be sent to the State Department of General Services, Office of Legal Services, and to the Contractor within fifteen (15) days of the completion of the evaluation. 15. Cancellation of Agreement Notwithstanding General Provisions – Information Technology, the BOE may cancel this agreement with thirty (30) days prior written notice to Contractor.