San Bernardino County Purchasing Department

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502

Date: October 14, 2026

Amendment #2: to ITB No. EDA127-OHS02-6502 Pre-Packaged Meals

Issued: Wednesday October 14, 2026

This Amendment is intended to provide additional information and/or to change the requirements in the above-referenced ITB. Any information contained herein will be considered part of the ITB and, as such, will be used in the evaluation of the proposal responses.

Amendment Description:

(1) Attachment A: Q&A Response

(2) Attachment B: Insurance Requirements

ATTACHMENT A

Q&A RESPONSE

Item Question Answer

Total Weekly Volume: What is the anticipated total number of participants at launch, and the corresponding weekly quantities of breakfasts, lunches, dinners, and snacks? Please provide current occupancy and projected growth.

The Interim Housing Sites are anticipated to begin serving participants in Spring 2027. The County anticipates a gradual increase in referrals and an estimated daily census of approximately 200-400 participants across all sites once fully implemented.

Each participant will require three (3) meals and two

(2) snacks per day. Actual launch volume and growth cannot be guaranteed and will depend on participant referrals and site availability.

Number and Location of Sites: How many interim housing sites will require delivery at launch? Please provide each site’s address and anticipated participant count, along with any planned additional sites.

The number of sites operating at launch has not yet been finalized. Sites are anticipated to serve approximately 6-12 participants per site. The County cannot provide site addresses or ZIP codes at this time. The highest concentration of sites is

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502 anticipated in the West Valley and Central Valley regions; however, this is a countywide procurement, and the awarded vendor(s) must be capable of providing deliveries throughout San Bernardino

County, including the West Valley, Central Valley, High Desert, East Desert, and Mountain regions.

Contract Duration and Pricing: What are the anticipated service start date, initial contract term, and renewal options?

The County anticipates contract award in December

2026 or January 2027, with meal service beginning as Interim Housing Sites become operational, anticipated in Spring 2027. The ITB does not specify a guaranteed initial contract term or renewal option;

any resulting contract or purchase order will establish the applicable term.

4.

Meal and Snack Specifications: Are there defined calorie, protein, sodium, portion-size, or snack requirements beyond the stated USDA guidelines?

Must the daily price include beverages, separate fruit portions, condiments, and utensils?

The County has not established specific calorie, protein, sodium, portion-size, or snack minimums beyond the nutritional requirements stated in

Section I.3.B.2.B of the ITB. Meals shall be nutritionally balanced and meet the current USDA

Dietary Guidelines and the nutritional components identified in the ITB. Beverages, separate fruit portions, condiments, utensils, and napkins are not separately required unless necessary for the bidder's proposed meal product. If included, they shall be included in the bidder's all-inclusive per-participant, per-day price.

5.

How many sites and total participants are expected, and where are the sites located?

The County anticipates an estimated daily census of approximately 200-400 participants across all

Interim Housing Sites once fully implemented. Sites are expected to generally serve approximately 6-12 participants each. The exact number and locations of sites have not yet been finalized. The highest concentration is anticipated in the West Valley and

Central Valley regions; however, sites may be located throughout San Bernardino County, including the High Desert, East Desert, and

Mountain regions.

6.

Is there a target budget per participant, per day?

The County has not established or published a target budget per participant, per day. Bidders shall submit their most competitive all-inclusive Total Cost Per

Participant, Per Day in accordance with Section

I.3.B.4 of the ITB.

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502

7.

What is the anticipated start date and contract duration?

The County anticipates contract award in December

2026 or January 2027, with meal service beginning as Interim Housing Sites become operational, anticipated in Spring 2027. The ITB does not specify a guaranteed contract duration; any resulting contract or purchase order will establish the applicable term.

8.

Is there a minimum guaranteed volume, and how much notice is provided for order changes?

There is no guaranteed minimum volume. Housing

Site Managers are anticipated to submit participant meal selections on a weekly basis. Because participant admissions and discharges may occur between weekly orders, bidders must also be capable of accommodating changes in participant census, including requests for meals for new participants consistent with the ITB's delivery requirements.

9.

Must vendors offer every listed dietary option, and is halal or kosher certification required?

Yes. Bidders must be capable of making available each dietary option listed in Section I.3.B.2.A of the

ITB based on participant need. For Halal and Kosher meals, bidders should describe how they will provide meals represented as Halal or Kosher and identify any certification or verification process used.

10.

How many Interim Housing Sites will be served at contract start, and what minimum and maximum number of sites does the County anticipate over the contract term?

The number of sites operating at contract start has not yet been finalized, and the County is not establishing a guaranteed minimum or maximum number of sites. The County anticipates a gradual increase in referrals beginning in Spring 2027 and an estimated daily census of approximately 200-400 participants across scattered sites once fully implemented. Sites are expected to generally serve approximately 6-12 participants each.

11.

Could you please provide the address of each site. If addresses are confidential before award, please provide the city and ZIP code of each site so delivery can be priced accurately.

The County is unable to provide site addresses, cities, or ZIP codes at this time because site locations have not yet been finalized. Bidders should price their bids based on the requirement to provide countywide delivery throughout San Bernardino

County, including the West Valley, Central Valley, High Desert, East Desert, and Mountain regions.

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502

12.

What is the current or anticipated total participant census across all sites, the average and maximum per site, and the estimated annual number of participant-days? Is any minimum volume guaranteed?

The County anticipates an estimated daily census of approximately 200-400 participants across all sites once fully implemented, with approximately 6-12 participants per site. This estimate reflects participants served on a given day, not an annual unduplicated participant count. The County cannot provide an estimated annual number of participant-days at this time, and no minimum volume is guaranteed.

13.

Are participants adults only, or do sites also house families with children?

The participants are adults only.

14.

What share of meals is expected to require each listed dietary option (diabetic, vegetarian, vegan, gluten-free, dairy-free, low sodium, halal, kosher, allergen-free)? Must halal and kosher meals carry third-party certification?

The County cannot estimate the percentage of meals that will require each dietary option because distribution will depend on participant needs.

Bidders must be capable of making available the dietary options identified in the ITB. For Halal and

Kosher meals, bidders should describe how they will provide meals represented as Halal or Kosher and identify any certification or verification process used.

15.

What is the contract start date and term, and are there renewal or extension options?

The County anticipates contract award in December

2026 or January 2027, with meal service beginning as Interim Housing Sites become operational, anticipated in Spring 2027. The ITB does not specify renewal or extension options; any resulting contract or purchase order will establish the applicable term and any extension provisions.

16.

What is the estimated annual contract value or not-to-exceed amount, and what is the funding source?

The County has not established or published an estimated annual contract value or not-to-exceed amount for purposes of this ITB. Purchases will be based on actual participant need and available funding. The County anticipates using Behavioral

Health Services Act (BHSA) Housing Interventions funding for these purchases.

17.

Will price adjustments (for example, CPI-based) be permitted during the term or at renewal?

The ITB does not provide for automatic price adjustments, including CPI-based increases. Any change to contract pricing would require County approval and must be made in accordance with the applicable contract or purchase order terms.

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502

18.

Is this a new program or an existing service? If existing, who is the current vendor, and what is the current price per participant per day?

This is a new program.

19.

Does the County intend to award to a single vendor or to multiple vendors (for example, by region)?

The County has not predetermined whether award will be made to one or more vendors. The County reserves the rights stated in Section II.3 of the ITB, including the right to accept or reject any item(s), and will determine the award structure based on the bids received and the County's operational needs.

20.

Section II.3.C states award will go to the bidder "providing the best value." What criteria besides price will be evaluated, and how are they weighted?

Will the County's local vendor preference apply, and how?

Price is a primary consideration; however, Section

II.3 also requires a bidder to be responsive and responsible and permits the County to consider the bidder's capability to perform, including facilities, financial responsibility, materials/supplies, and past performance. Compliance with all ITB specifications, including countywide delivery capability, will also be considered. The ITB does not establish weighted evaluation criteria. The County did not elect to apply a local vendor preference to this ITB.

21.

Section II.2.C-D lists only Section I, subsections 1-3 as required submittals. Should bidders also submit the Anti-Lobbying Certification (page 23), sample menus, the HACCP plan, licenses, references, or product samples with the bid, or only upon request?

Bidders shall submit all documents expressly required by Section II.2 and sufficient information to demonstrate compliance with the specifications in

Section I.3, including the Pricing Schedule and the delivery/storage information required by Section

I.3.B.2.D. The Anti-Lobbying Certification on page 23 shall also be completed and submitted. The HACCP plan and temperature logs must be maintained and provided to the County upon request as stated in

Section I.3.B.2.E. Licenses and permits must be current and may be requested by the County to verify compliance. Product samples are not required unless requested by the County.

22.

Section I.3.B.2.D requires bidders to propose a delivery schedule and state storage durations, refrigerator capacity, and days of meals per delivery.

In what format and where in the bid should this be submitted?

Bidders may provide the information as a written narrative or schedule in a format of their choosing as part of the bid response. The response should clearly identify the proposed delivery schedule, maximum storage duration by meal type, recommended refrigerator capacity, required refrigerated storage space, and number of days of meals provided per delivery.

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502

23.

Section II.1.B states freight must be priced separately, while Section I.3.B.4 requires a single all-inclusive price including delivery. Please confirm which controls.

Section I.3.B.4 controls for this procurement. Bidders shall submit one all-inclusive Total Cost Per

Participant, Per Day that includes delivery and associated coordination. No separate freight charge should be added to the Total Cost Per Participant, Per Day.

24.

Section II.1.C: Please confirm the bid price should exclude sales tax, and whether the County considers these meals taxable.

As specified in Section II.1.C of the ITB, bid prices shall exclude California sales/use tax. Any applicable sales/use tax shall be separately identified on invoices. The County is not making a blanket determination that all meal products furnished under this ITB are taxable or exempt; the awarded vendor is responsible for applying applicable

California tax law to the products furnished.

25.

Section I.3.B.1 requires delivery "within 24 hours after receipt of County's Purchase Order." Does this apply to each delivery, or will the County issue a blanket purchase order with a standing delivery schedule? What lead time applies to the first delivery?

The County anticipates that Housing Site Managers will submit regular meal orders, generally on a weekly basis, and the awarded vendor will establish a delivery schedule consistent with Section I.3.B.2.D.

The 24-hour requirement applies when an additional meal order is necessary, such as when a new participant arrives between regularly scheduled orders. The initial delivery schedule will be coordinated with the County/Housing Site Manager following award and prior to service at a site.

26.

Is there a minimum menu cycle length or number of choices per meal for participant selection, and who approves menus?

The County has not established a minimum menu-cycle length or minimum number of choices per meal. The vendor shall provide available menu options from which Housing Site Managers will coordinate participant selections. The County does not require formal menu approval beyond compliance with the nutritional, dietary, packaging, and other requirements of the ITB.

27.

Beyond "current USDA Dietary Guidelines," are there specific calorie, portion, or meal-pattern minimums per meal and per snack? Is registered dietitian approval of menus required?

The County has not established specific calorie, portion-size, or meal-pattern minimums for individual meals or snacks beyond the nutritional requirements identified in Section I.3.B.2.B of the

ITB. Bidders shall provide nutritionally balanced meals consistent with current USDA Dietary

Guidelines and the nutritional components specified in the ITB. Meals and snacks should collectively support the daily nutritional needs of adult

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502 participants. Registered dietitian approval of menus is not required under this ITB.

29.

Are beverages, utensils, napkins, or condiments required with meals or snacks?

The ITB does not specifically require beverages, utensils, napkins, or condiments to be provided with meals or snacks. Bidders are required to provide three (3) pre-packaged meals and two (2) snacks per participant, per day, in accordance with Section

I.3.B.2. If a bidder elects to include any additional items, they shall be included in the bidder's all-inclusive Total Cost Per Participant, Per Day and should be identified in the bid response.

30.

Section I.3.B.2.F: For a production facility located outside San Bernardino County, will a health permit or registration issued by that facility's own jurisdiction (county environmental health, CDPH, or USDA) satisfy the Public Health Permit requirement?

Yes. For a production facility located outside San Bernardino County, a current and valid health permit, license, or registration issued by the governmental or regulatory agency having jurisdiction over that facility will satisfy the Public Health Permit requirement, provided the permit, license, or registration authorizes the facility to perform the food preparation and production activities necessary to fulfill the requirements of this ITB. The Bidder remains responsible for maintaining all other applicable permits, licenses, and regulatory approvals required to perform under the resulting contract.

31.

What insurance coverages and limits will the awarded vendor be required to carry?

Please refer to Attachment B of this Amendment, which adds the insurance requirements applicable to the resulting Contract.

32.

Section III.41: Does the County consider the Service Contract Labor Standards applicable to this contract, and if so, which wage determination applies?

The County does not anticipate that the Service Contract Labor Standards will apply to this procurement, as the primary purpose of the contract is the acquisition of pre-packaged food products rather than the procurement of services. Section III.41 applies only to the extent applicable.

Accordingly, the County has not identified a Service Contract Labor Standards wage determination applicable to this procurement.

33.

In order to accurately map logistics ensuring delivery can meet the listed requirements, and provide an

The County is unable to provide delivery ZIP codes at this time because site locations have not yet been finalized. Bidders should develop pricing based on the requirement to provide countywide delivery throughout San Bernardino County. The highest

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502 accurate quote, what are the delivery zip codes for the locations where meals would be delivered?

concentration of sites is anticipated in the West

Valley and Central Valley regions; however, service may be required in the High Desert, East Desert, and

Mountain regions as well.

34.

What is the specific requirement in regards to making available Halal/Kosher meals? Is the bidder required to make these available as part of their menu offering, or is the bidder able to subcontract this meal type? Would the county separately award a bid for only halal/kosher meals if the awarded bidder can not supply?

Additionally, what qualifies as a 'snack'? Are there any specific requirements or dietary needs the county is specifying?

Bidders must be capable of making Halal and Kosher meal options available when required by participant need. A bidder may describe in its bid how it will satisfy this requirement, including the use of a qualified subcontractor or supplier, provided the bidder remains responsible for compliance with all

ITB requirements. The County is not committing to a separate award solely for Halal or Kosher meals. The

ITB does not establish a specific nutritional definition or portion standard for a snack beyond the requirement to provide two (2) snacks per participant per day and to meet the overall nutritional requirements of the ITB.

35.

What is the exact requirement for the delivery days in regards to "3 days between deliveries"? Is the cadence expectation Monday & Thursday, or can the county provide a sample schedule for a fresh meal provider?

The ITB does not require delivery on specific days of the week. For refrigerated meals, no more than three (3) days may elapse between deliveries. A

Monday/Thursday schedule is one possible approach but is not mandated. Bidders shall propose a delivery schedule that complies with the maximum intervals in Section I.3.B.2.D while maintaining product freshness, food safety, and adequate onsite storage.

36.

Please confirm whether there is currently an incumbent contractor performing the pre-packaged meal delivery services under this requirement? If so, please identify the incumbent contractor and, if available, provide the current contract number and period of performance.

No. This is a new program, and there is no incumbent contractor currently performing the pre-packaged meal delivery services described in this

ITB.

37.

Can the County provide the current locations or addresses of the interim housing facilities where meal deliveries may be required?

The County cannot provide current site addresses because site locations have not yet been finalized.

Bidders should plan to provide countywide delivery throughout San Bernardino County, including the

West Valley, Central Valley, High Desert, East Desert, and Mountain regions.

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502

38.

Will the interim housing locations remain fixed throughout the contract period, or should the contractor anticipate that locations may change or additional locations may be added during performance?

Bidders should anticipate that the number and locations of Interim Housing Sites may change during the contract period as sites become operational, close, or are added based on program needs. All locations will be within San Bernardino County and will be subject to the delivery requirements of the

ITB.

39.

If interim housing locations or participant delivery addresses change, how much advance notice will the contractor typically receive to adjust meal quantities and delivery routes?

The County cannot guarantee a fixed advance-notice period for all site or census changes. The County will provide notice of planned site changes as soon as practicable. Participant census may change between regular orders due to admissions or discharges; as stated in the response to Item 25, the awarded vendor must be capable of providing additional meals within 24 hours when needed for a newly arrived participant.

40. Do you have an estimated number of participants?

The County anticipates an estimated daily census of approximately 200-400 participants across all

Interim Housing Sites once fully implemented. Actual census at launch is expected to be lower and to increase as sites become operational and referrals increase. No minimum volume is guaranteed.

41. Will the meals be delivered to their door?

Meals will be delivered to the designated Interim

Housing Site and received by the Housing Site

Manager or other designated site staff. The vendor is not required to deliver meals individually to each participant's bedroom or door.

Invitation to Bid Pre-Packaged Meals

No. EDA127-OHS02-6502

ATTACHMENT B

B. INDEMNIFICATION AND INSURANCE REQUIREMENTS

1. Basic Requirements for ALL Contracts

The following language shall be used for all contracts (except for design professionals on construction contracts):

Indemnification – The Contractor agrees to indemnify, defend (with counsel reasonably approved by County) and hold harmless the County and its authorized officers, employees, agents and volunteers from any and all claims, actions, losses, damages, and/or l iability arising out of this contract from any cause whatsoever, including the acts, errors or omissions of any person and for any costs or expenses incurred by the County on account of any claim except where such indemnification is prohibited by law. This indemnification provision shall apply regardless of the existence or degree of fault of indemnitees. The Contractor’s indemnification obligation applies to the County’s “active” as well as “passive” negligence but does not apply to the County’s “sole negligence” or “willful misconduct” within the meaning of Civil Code

Section 2782.

The following language shall be used for all contracts with design professionals on construction contracts as defined in AB573:

"CONSULTANT shall defend and indemnify PUBLIC AGENCY for claims that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the design professional".

Additional Insured – All policies, except for the Workers’ Compensation, Errors and Omissions and Professional Liability policies, shall contain endorsements naming the County and its officers, employees, agents and volunteers as additional insureds with respect to liabilities arising out of the performance of services hereunder. The additional insured endorsements shall not limit the scope of coverage for the

County to vicarious liability but shall allow coverage for the County to the full extent provided by the policy. Such additional insured coverage shall be at least as broad as Additional Insured (Form B) endorsement form ISO, CG 2010.11 85.

Waiver of Subrogation Rights – The Contractor shall require the carriers of required coverages to waive all rights of subrogation against the

County, its officers, employees, agents, volunteers, contractors and subcontractors. All general or auto liability insurance coverage provided shall not prohibit the Contractor and Contractor’s employees or agents from waiving the right of subrogation prior to a loss or claim. The

Contractor hereby waives all rights of subrogation against the County.

Policies Primary and Non-Contributory – All policies required herein are to be primary and non-contributory with any insurance or self-insurance programs carried or administered by the County.

Severability of Interests – The Contractor agrees to ensure that coverage provided to meet these requirements is applicable separately to each insured and there will be no cross liability exclusions that preclude coverage for suits between the Contractor and the County or between the County and any other insured or additional insured under the policy.

Proof of Coverage – The Contractor shall furnish Certificates of Insurance to the County Department administering the contract evidencing the insurance coverage at the time the contract is executed, additional endorsements, as required shall be provided prior to the commencement of performance of services hereunder, which certificates shall provide that such insurance shall not be terminated or expire without thirty (30) days written notice to the Department, and Contractor shall maintain such insurance from the time Contractor commences performance of services hereunder until the completion of such services. Within fifteen (15) days of the commencement of this contract, the

Contractor shall furnish a copy of the Declaration page for all applicable policies and will provide complete certified copies of the policies and endorsements immediately upon request.

Acceptability of Insurance Carrier – Unless otherwise approved by Risk Management, insurance shall be written by insurers authorized to do business in the State of California and with a minimum “Best” Insurance Guide rating of “A- VII”.

Deductibles and Self-Insured Retention - Any and all deductibles or self-insured retentions in excess of $10,000 shall be declared to and approved by Risk Management.

Failure to Procure Coverage – In the event that any policy of insurance required under this contract does not comply with the requirements, is not procured, or is canceled and not replaced, the County has the right but not the obligation or duty to cancel the contract or obtain insurance if it deems necessary and any premiums paid by the County will be promptly reimbursed by the Contractor or County payments to the Contractor will be reduced to pay for County purchased insurance.

Insurance Review – Insurance requirements are subject to periodic review by the County. The Director of Risk Management or designee is authorized, but not required, to reduce, waive or suspend any insurance requirements whenever Risk Management determines that any of the required insurance is not available, is unreasonably priced, or is not needed to protect the interests of the County. In addition, if the

Department of Risk Management determines that heretofore unreasonably priced or unavailable types of insurance coverage or coverage limits become reasonably priced or available, the Director of Risk Management or designee is authorized, but not required, to change the above insurance requirements to require additional types of insurance coverage or higher coverage limits, provided that any such change is reasonable in light of past claims against the County, inflation, or any other item reasonably related to the County’s risk.

Any change requiring additional types of insurance coverage or higher coverage limits must be made by amendment to this contract.

Contractor agrees to execute any such amendment within thirty (30) days of receipt.

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No. EDA127-OHS02-6502

Any failure, actual or alleged, on the part of the County to monitor or enforce compliance with any of the insurance and indemnification requirements will not be deemed as a waiver of any rights on the part of the County.

2. Insurance Specifications for ALL Contracts – The following language shall be used for all contracts:

The Contractor agrees to provide insurance set forth in accordance with the requirements herein. If the Contractor uses exist ing coverage to comply with these requirements and that coverage does not meet the specified requirements, the Contractor agrees to amend, supplement or endorse the existing coverage to do so. The type(s) of insurance required is determined by the scope of the contract services.

Without in anyway affecting the indemnity herein provided and in addition thereto, the Contractor shall secure and maintain throughout the contract term the following types of insurance with limits as shown:

Workers’ Compensation/Employers Liability – A program of Workers’ Compensation insurance or a state-approved, self-insurance program in an amount and form to meet all applicable requirements of the Labor Code of the State of California, including Employer’s Liability with

$250,000 limits covering all persons including volunteers providing services on behalf of the Contractor and all risks to such persons under this contract.

If Contractor has no employees, it may certify or warrant to the County that it does not currently have any employees or individuals who are defined as “employees” under the Labor Code and the requirement for Workers’ Compensation coverage will be waived by the County’s

Director of Risk Management.

With respect to Contractors that are non-profit corporations organized under California or Federal law, volunteers for such entities are required to be covered by Workers’ Compensation insurance.

Commercial/General Liability Insurance – The Contractor shall carry General Liability Insurance covering all operations performed by or on behalf of the Contractor providing coverage for bodily injury and property damage with a combined single limit of not less than one million dollars ($1,000,000), per occurrence. The policy coverage shall include:

(a) Premises operations and mobile equipment.

(b) Products and completed operations.

(c) Broad form property damage (including completed operations).

(d) Explosion, collapse and underground hazards.

(e) Personal injury

(f) Contractual liability.

(g) $2,000,000 general aggregate limit.

Automobile Liability Insurance – Primary insurance coverage shall be written on ISO Business Auto coverage form for all owned, hired and non-owned automobiles or symbol 1 (any auto). The policy shall have a combined single limit of not less than one million dollars

($1,000,000) for bodily injury and property damage, per occurrence.

If the Contractor is transporting one or more non-employee passengers in performance of contract services, the automobile liability policy shall have a combined single limit of two million dollars ($2,000,000) for bodily injury and property damage per occurrence.

If the Contractor owns no autos, a non-owned auto endorsement to the General Liability policy described above is acceptable.

Umbrella Liability Insurance – An umbrella (over primary) or excess policy may be used to comply with limits or other primary coverage requirements. When used, the umbrella policy shall apply to bodily injury/property damage, personal injury/advertising injury and shall include a “dropdown” provision providing primary coverage for any liability not covered by the primary policy. The coverage shall also apply to automobile liability.

3. Construction Contracts - In addition to the Basic Requirements/Specifications for all contracts, construction contracts shall have the following additional requirements:

a. Construction contracts for projects over one million ($1,000,000) and less than three million ($3,000,000) require limits of not less than three million ($3,000,000) in General Liability and Auto Liability coverage.

Construction contracts for projects over three million ($3,000,000) and less than five million ($5,000,000) require limits of not less than five million ($5,000,000) in General Liability and Auto Liability coverage.

Construction contracts for projects over five million ($5,000,000) require limits of not less than ten million ($10,000,000) in General

Liability and Auto Liability.

b. Continuing Products/Completed Operations Liability Insurance with a limit of not less than five million ($5,000,000) for each occurrence for at least three years following substantial completion of the work on projects over one million ($1,000,000).

c. Subcontractor Insurance Requirements. The Contractor agrees to require all parties or subcontractors, including architects or others it hires or contracts with related to the performance of this contract to provide insurance covering the contracted operations with the basic requirements for all contracts in B1 and the insurance specifications for all contracts in B2, (including waiver of subrogation rights) and

Invitation to Bid naming the County as an additional insured. The Contractor agrees to monitor and review all such coverage and assumes all responsibility ensuring that such coverage is provided as required here.

d. Course of Construction/Installation (Builder’s Risk) property insurance providing all risk, including theft coverage for a ll property and materials to be used on the project. The insurance policy shall not have any coinsurance penalty.

4. Professional Services Contracts - (including architects, engineers, consultants, counselors, medical professionals, hospitals, clinics, attorneys and accountants or others who work on developing outcomes and make recommendations for strategic planning specific to the department or county)

In addition to the Basic Requirements/Specifications for all Contracts, professional service contracts shall include the following additional requirements:

a. Professional Liability – Professional Liability Insurance with limits of not less than one million ($1,000,000) per claim or occurrence and two million ($2,000,000) aggregate limits or

Errors and Omissions Liability Insurance with limits of not less than one million ($1,000,000) and two million ($2,000,000) aggregate limits or

Directors and Officers Insurance coverage with limits of not less than one million ($1,000,000) shall be required for Contracts with charter labor committees or other not-for-profit organizations advising or acting on behalf of the County.

b. If insurance coverage is provided on a “claims made” policy, the “retroactive date” shall be shown and must be before the date of the start of the contract work. The claims made insurance shall be maintained or “tail” coverage provided for a minimum of five (5) years after contract completion.

The coverage described above is not required for contractors or consultants providing services which are not relied upon by County departments for decision making. These would include trainers or instructors, expert witnesses, statisticians, etc.

5. Lease Contracts/Licenses/Use Agreements (lessee/tenants) - In addition to the Basic Requirements/Specifications for all

Contracts, leases/license/use agreements of County real property shall include the following additional requirements regarding tenants:

a. Commercial Property Insurance – providing all risk coverage for the leased premises, building, fixtures, equipment and all property constituting a part of the premises. Coverage shall be sufficient to insure 100% of the replacement cost, or

Fire Insurance – Standard fire and extended peril coverage insurance adequate to cover tenant’s personal property and improvements located on the leased premises, and/or

b. Fire Legal Liability Insurance – Adequate to cover the full replacement cost value of the County’s structures and property.

6. Environmental Contracts - In addition to the Basic Requirements/Specifications for all Contracts, any contract that involves the use, handling, transportation, storage, abatement, containment or testing of any substance that is potentially toxic or hazardous to the environment, including but not limited to, those listed as hazardous by the United States Department of Transportation or the CAL OSHA “Director’s list of Hazardous Substances” or listed as radioactive by the Nuclear Regulatory Commission, shall have the following additional requirements:

a. Environmental Liability Insurance with a combined single limit of not less than five million ($5,000,000) per claim or occurrence and a separate aggregate for the contract project. The required additional insured endorsement shall protect the County without any restrictions.

b. If insurance coverage is provided on a “claims made” policy, the “retroactive date” shall be shown and must be before the date of the start of the contract work. The claims made insurance shall be maintained or “tail” coverage provided for a minimum of five (5) years after contract completion.

7. Special Event Liability Insurance:

The County has a program to provide Special Event Liability Insurance to individuals and groups utilizing County facilities for activities not sponsored by the County, its Departments or Districts.

This coverage provides one million ($1,000,000) limits of liability for bodily injury and property damage and includes liquor liability coverage.

It effectively transfers the liability from the County and its taxpayers to the agency/individual scheduling the activity or program. The coverage provides affordable rates to all non-County groups and individuals on a standard basis and still transfers the risk to an insurance company. Annual rates for ongoing activities are also available.

For additional information on this coverage contact Risk Management.

8. Special Insurance Program:

Invitation to Bid

Service Providers, Artisans, and Trades Activities Program (SPARTA)

a. A low cost, master liability insurance program available for County Service Providers and contractors is available. This program is designed to accommodate smaller, local and/or minority, women or disabled Contractors who often find it difficult or impossible to comply with the County’s insurance requirements. SPARTA provides a custom blanket general liability insurance policy (including prem ises, products, completed operations, personal and advertising liability and fire damage), automobile liability and professional liability to protect the County and participating contractors against liability, which arises from Contractor’s acts or omissions. It func tions in the same manner as a contract individually purchased by the Contractor but at a lower cost.

b. Vendors/Contractors Insurance (CSAC EIA)

A low cost insurance program is available for County Contractors and service providers. This program was designed to accommodate smaller, local and/or minority, women or disabled contractors who often find it difficult or impossible to comply with the County’s insurance requirements for contracts up to one hundred thousand ($100,000). The program provides general liability and employee dishonesty for the dishonest acts of the vendor’s employees. Automobile liability is also available at an additional cost.