Architect-Engineer_(A-E)_Cost_Estimating_Design_Support_Services_–_Task_Order_Contracts.pdf

COUNTY OF ORANGE

OC PUBLIC WORKS

REQUEST FOR QUALIFICATION (RFQ)

FOR

ARCHITECT-ENGINEER (A-E) COST ESTIMATING DESIGN

SUPPORT SERVICES – TASK ORDER CONTRACTS

RFQ NO. 080-3092006-RE

County of Orange RFQ

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

County of Orange

OC Public Works

Procurement and Contract Services

601 North Ross Street

Santa Ana, CA

92701

SCHEDULE OF ACTIVITIES

Release of RFQ July 10, 2026

Question Period Ends July 23, 2026, 2:00pm

RFQ Submittal Closing Date and Time September 4, 2026, 2:00pm

RESPONSES MUST BE RECEIVED ON

OR BEFORE

Friday, September 4, 2026

2:00 pm

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

SECTIONS

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

SECTION 2. PROTEST PROCEDURES

SECTION 3. SCOPE OF WORK

SECTION 4. WRITTEN SOQ SCORING FORMAT

SECTION 5. VENDOR RESPONSES

Attachments:

A - 07.09.26 FINAL 080-3092006 - Draft Model Contract

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

1.1 INTRODUCTION

The County of Orange (County), consisting of 22 agencies and departments, and the Orange

County Flood Control District (District) deliver a broad range of services to the residents of Orange

County. Services provided include public protection, public health, infrastructure maintenance, and community and social services. As the District relies on County staff to carry out its duties, the District will also be included as a party to any contract(s) resulting from this solicitation. It is the primary responsibility of the County’s public works department (OC Public Works) to enrich the community through efficient delivery and maintenance of public works infrastructure, planning, capital improvement and development services.

OC Public Works intends to pre-qualify firms to provide services for Architect-Engineer (A-E) and A-E related County-wide and District-wide services for their various maintenance and capital projects. To satisfy this need, this Request for Qualification (RFQ) process will enable the County to establish Qualified Vendor Lists (QVL) for A-E disciplines to provide those services. The

Qualified Vendor List (QVL) will be established through this (RFQ) process and will result in

Board of Supervisors awarded contracts with a term of three (3) years. At the conclusion of the contract term, the County may issue a new solicitation to provide additional Contractors the opportunity to compete for future services

The County reserves the right, at its sole discretion, to make multiple awards to respondents for services requested in this solicitation.

1.2 PROPOSED TIME SCHEDULE (SUBJECT TO CHANGE)

Release of RFQ: July 10, 2026

Question Period Ends: July 23, 2026, 2:00pm

RFQ Submittal Closing Date and Time: September 4, 2026, 2:00pm

1.3 INSTRUCTIONS TO RESPONDENTS AND PROCEDURES FOR SUBMITTAL

A. Responses are to be uploaded via the County's eProcurement Portal at https://procurement.opengov.com/portal/ocgov. For assistance on uploading Response via County’s eProcurement Portal, please contact procurement-support@opengov.com or https://help.procurement.opengov.com/en/

B. Examine the Contract Documents and the site of the proposed work carefully before submitting a

Response for the work contemplated. Investigate the conditions to be encountered, as to the character, quality, and quantities of work to be performed and materials to be furnished and as to the requirements of all Contract Documents. The County has attempted to provide all information available. It is the responsibility of each Respondent to review, evaluate, and, where necessary, request any clarification prior to submission of a Response. If any person contemplating submitting a response to this Request for Qualifications (RFQ) is in doubt as to the true meaning of any part of the solicitation documents https://procurement.opengov.com/portal/ocgov https://procurement.opengov.com/portal/ocgov mailto:procurement-support@opengov.com https://help.procurement.opengov.com/en/

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE attached hereto or finds discrepancies in or omissions from the specifications, they may submit a written request for clarification/interpretation to the County Deputy Procurement Agent (DPA) via the County’s eProcurement Portal under the bid page for this solicitation. If clarification or interpretation of this solicitation is considered necessary by County, an addendum shall be issued, and the information will be posted via the County’s eProcurement Portal.

C. All questions or requests for interpretations must be received within this solicitation by Thursday, July

23, 2026, before 2:00 pm. The DPA will provide all official communication concerning this solicitation. Any County response relevant to this solicitation other than through or approved by the

DPA is unauthorized and will be considered invalid.

D. Responses must be valid for a period of at least three hundred sixty-five (365) calendar days from the closing date and time of receipt. No Response may be withdrawn after the submission date.

E. Each Respondent must submit their response electronically via the County’s eProcurement Portal.

F. All pages must be submitted on standard 8.5 x 11-inch paper, numbered and identified sequentially by section. Responses must be organized and indexed as outlined in the Response Requirements Section.

It is imperative that all Respondents comply, exactly and completely, with the instructions set forth herein. All responses to this solicitation shall be type written or word-processed (except where otherwise provided or noted), concise, straightforward, and must fully address each requirement and question.

Although not as a substitute for a complete written response, additional material, such as technical documents, may be referenced in any response if the material is included in the same section as additional information.

G. Responses are not to be marked as confidential or proprietary. The County may refuse to consider any Responses so marked. All Responses and supporting documents will be subject to the provisions of the California Public Records Act (California Code Government Code 7920.000 et seq.) (PRA) and will be disclosed or withheld in accordance therewith. The County shall not be liable in any way for disclosure of any such records. Additionally, all Responses shall become the property of the County.

Respondents should not request that certain information be treated as exempt, and statements in the Responses should not be marked as confidential or proprietary. In the event that any information is marked as confidential or proprietary, as it may be absolutely necessary, Respondents have the sole responsibility of obtaining any applicable injunctive reliefs to prevent the disclosure of such confidential proprietary information in connection with any request made to County pursuant to PRA or a subpoena for disclosure of such information.

H. Each Respondent shall exercise reasonable care and diligence to avoid submitting a Response that could result in a conflict of interest if Respondent were to be selected. This obligation shall apply to the

Respondent, the Respondent’s employees, agents, and relatives, sub-contractors, and third parties associated with accomplishing work and services in response. In the event Respondent has done work for the County on this Project in the past or has reason to believe that a conflict of interest may exist for

Respondent in regard to this Project, Respondent should consult with its legal counsel prior to responding to this solicitation. Any Respondent who is found to have an actual conflict of interest may have its response rejected on that ground. Respondent, its employees and/or consultants may be subject to the provisions of the California Political Reform Act of 1974 (the “Act”), which (1) requires such persons to disclose any financial interest that may be materially affected by services provided under this

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

Contract, (2) prohibits such persons from making, or participating in making, decisions that could reasonably affect such interest; and (3) may require the filing a Statement of Economic Interest (Form

700). If subject to the Act, Respondent shall conform to all requirements of the Act. Failure to do so shall constitute a material breach and is grounds for immediate termination of the Contract by County.

Respondent shall indemnify and hold harmless County for any and all claims for damages resulting from Respondent’s violation of this Section.

I. By submitting a response, the Respondent represents that it thoroughly examined the County’s requirements, is familiar with the services required under this solicitation and is qualified and capable of providing the services to achieve the County’s objectives.

J. Each Respondent must submit its response in strict accordance with all requirements of this solicitation and compliance must be stated in the response. Deviations, clarifications and/or exceptions must be clearly identified and listed separately as alternative items on additional information section for the County’s consideration as specified in the Response Requirements Section, “Statement of

Compliance.” Note: Allow sufficient time to upload all required files. The County’s eProcurement

Portal will not allow any uploads after the due date and time specified herein, e.g., if Part 1 and 2 uploaded successfully at 1:58:38 P.M. and Part 3 is in progress of being uploaded at 2:00:01 P.M., Part

3 will not upload successfully.

K. Pre-contractual expenses are not to be included in the Cost Proposal, Attachment B, Pricing and

Compensation. Pre-contractual expenses are defined as including, but not limited to, expenses incurred by the Respondent in: a) preparing the response to this solicitation; b) submitting that response to the

County; c) negotiating with the County any matter related to the Respondent’s response; and d) any other expenses incurred by the Respondent prior to the date of award and execution, if any, of the

Contract.

L. Any response may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the solicitation, including but not limited to technical features, acknowledgment of receipt of addenda, and page number limits, etc. These are common causes for deeming a response non-responsive.

M. Where two or more Respondents desire to submit a single response to this solicitation, they must do so on a prime/subcontractor basis rather than as a joint venture. The County intends to contract with a single firm that may subcontract with multiple firms (team) but not with multiple firms doing business as a joint venture.

N. County does not require and neither encourages nor discourages the use of lobbyists or other consultants for the purpose of securing business.

O. The County requires a valid D-U-N-S number prior to Contract Award. If needed, your company may obtain one at no cost at www.dnb.com. If you are unable to provide/obtain a D-U-N-S number, please indicate so in your submission response.

P. The County requires a valid UEI number and full registration prior to Contract Award. Your company must obtain one at no cost at www.usfcr.com. If you are unable to provide/obtain a UEI number, please indicate so in your submission response.

http://www.dnb.com/ http://www.usfcr.com/

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

Q. Effective from the issuance date of this solicitation until a Contract is awarded or the solicitation is withdrawn, all individuals or entities responding—including their employees, agents, representatives, proposed partners, subcontractors, members, lobbyists, or attorneys (collectively "Respondents")—are prohibited from engaging in any direct or indirect communication with County personnel involved in the selection process, except with the designated Deputy Procurement Agent (DPA). Respondents may continue conducting business with the County on matters unrelated to this solicitation and may communicate with County staff, provided the solicitation is not discussed. Any attempt to engage in discussion regarding this solicitation with anyone other than the designated DPA will be presumed to create an unfair competitive advantage and may result in disqualification.

R. After the closing date and time for receipt of Responses, evaluation, and if requested by the County, interviews will commence. Respondents who submit Responses most responsive to the County’s requirements may be asked to give a presentation of their response to County staff. The County makes no guarantee as to the number of Respondents selected for interviews. Selected Respondents should be prepared to make its presentation within five (5) business days after notification and be prepared to discuss all aspects of its response in detail, including technical questions regarding the response.

Respondents shall not be allowed to alter or amend its response through the use of the presentation process.

1.4 COUNTY HOLIDAYS DURING SOLICITATION PERIOD

During this solicitation period, the OC Public Works will be closed on the following County holidays - https://hrs.oc.gov/employee-relations/employee-resources

RFQ No.080-3092006-RE: Architect-Engineer (A-E) Cost Estimating Design Support

Services – Task Order Contracts

This RFQ is issued as a fully electronic solicitation. Respondents must submit their Statement of

Qualifications (SOQ) through the County’s eProcurement Portal. Only electronic submissions will be accepted. Submissions by facsimile or email will not be accepted.

1.5 EVALUATION PROCESS AND CRITERIA

An evaluation panel will conduct evaluations of the SOQs submitted through the RFQ process.

The panel will consider the information supplied by Respondents. If it finds a failure or deficiency in the SOQ or any information provided in connection thereto, the evaluation panel may reject said

SOQ or information or reflect the failure or deficiency in the evaluation. The County may request clarifications, or otherwise verify the contents of the SOQ, including information about the

Respondent, consultants, and sub-consultants. County reserves the right to seek publicly available information about the Respondents. SOQs deemed to meet all minimum RFQ requirements will be scored based on the established criteria, and will be assigned points that measure the responsiveness to each identified criterion. The total number of points earned will be tallied for each SOQ, based upon the Respondent(s) submitted written materials. SOQs shall be evaluated by an Evaluation Panel of subject matter experts on the basis of the responsiveness to the requirements in this RFQ. The County may request clarifications or otherwise verify the contents of the SOQ, including information about the Respondent, Contractors and sub-contractors. The County reserves the right to seek publicly available information about the Respondents. The scoring is https://hrs.oc.gov/employee-relations/employee-resources

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE based on evaluation of the SOQ as measured against the Scoring Criteria. SOQs will be evaluated from the most advantageous to the least advantageous to the County. *Please note: These minimum qualifications must be verified for the SOQ to be deemed responsive. Any SOQ may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the RFQ.

Minimum Qualifications/Requirements: Respondent’s SOQ shall meet the following minimum requirements and qualifications to proceed to the evaluation and scoring process:

A. Respondent’s SOQ shall meet the following minimum requirements and qualifications to proceed to the evaluation and scoring process:

Respondent must possess the following credentials and certifications listed below:

o The Respondent must have the ability to do business in Orange County, California.

o The Respondent will have conducted business in California for a minimum of three

(3) years.

o The Respondent must have conducted similar work as is being requested in this SOQ in Southern California.

o The Respondent must possess a valid Professional Engineer (PE) License for the services they offer in the state of California.

A. Written SOQs Scoring Format

See the WRITTEN SOQ SCORING FORMAT section for scoring criteria and points.

*NOTE: RESPONDENTS SUBMITTING ANY EXCEPTIONS TO THE COUNTY

MODEL CONTRACT IN PART 3 – “RESPONDENT’S RESPONSES,” STATEMENT OF

COMPLIANCE, SHALL RECEIVE A SCORE OF ZERO (0) POINTS FOR THE

“DEGREE OF COMPLIANCE WITH THE COUNTY MODEL CONTRACT”

EVALUATION CRITERION.

SOQs deemed to meet all minimum RFQ requirements shall be scored based on the established criteria, which have been weighted and will be assigned points that measure the responsiveness to each identified criterion. The total number of points earned will be tallied for each SOQ, and the

SOQs will be ranked in order, based upon the Respondent(s) submitted written materials.

Any inquiry to determine the responsibility of a Respondent to this RFQ may be conducted.

Respondent agrees that the submission of a SOQ is permission by Respondent for County to verify all information contained therein. If County believes it necessary, additional information may be requested from Respondent. Failure to comply with any such request may disqualify a Respondent from further consideration.

1.6 SELECTION/AWARD PROCEDURES

Upon the completion of the evaluation process, the Evaluation Panel will make a recommendation for an award to DPA. Final award determination shall be subject to reference checks and past https://procurement.opengov.com/portal/ocgov/projects/278957/document?section=2693064

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE performance and may be subject to approval(s) by the County Board of Supervisors. In addition, County reserves the right to verify and validate any information prior to the Contract Award and during the entire term of the Contract. The Model Contract contained in Section III of this solicitation is a sample of a contract which may be proposed for execution. It may be modified to incorporate negotiated items and other pertinent terms and conditions set forth in this solicitation, including special conditions and requirements and those added by addendum and necessary attachments and/or exhibits and to reflect the Respondent’s SOQ and qualifications. Each selected

Respondent may enter into a contract with the County for a term of three (3) years. After award of contract as each project is identified, the awarded Respondent within the required discipline(s) will be requested to submit cost/fee schedule. No guarantee is expressed or implied as to the total services to be purchased under this RFQ. Award of a consultant does not guarantee any future work to be awarded. In the event a respondent is selected for a specific project, the selected respondent will be required to negotiate and execute an agreement with the County, which agreement may require County Board of Supervisor approval. Inquiries may or may not be conducted with the finalists; therefore, the SOQs submitted should contain Respondent's most favorable terms and conditions, since the selection and award may be made without further discussion.

Notwithstanding the evaluation panel’s scoring and ranking results, the Orange County Board of

Supervisors retains the authority to select and approve the respondent(s) for contract award from the list of ranked respondents, or to reject all responses, in accordance with the County Contract

Policy Manual and applicable law. The evaluation rankings and staff recommendations are provided to the Board of Supervisors for consideration; however, the final selection and authorization to award a contract shall be made by the Board of Supervisors.

Exceptions to the terms and conditions of the proposed Contract or the statements regarding

Respondent’s inability to comply with any of the provisions thereof are to be declared in the response to the RFQ in Vendor Responses, “Statement of Compliance.”

1.7 DEPARTMENT OF THE TREASURY, INTERNAL REVENUE SERVICE FORM

W-9/W-8 REQUIREMENT

Effective June 3, 2006, all Contractors, entering into a Contract with the County, who are not already established in the Countywide Accounting and Personnel System (CAPS) as an Auditor-

Controller vendor, will be required to submit to the County a federal Form W-9, or form W-8 for foreign vendors. The County will inform the Contractor, at the time of award, if the Form W-9 or

W-8, will be required. In order to comply with this County requirement, within ten (10) days of notification of selection of award of Contract but prior to official award of Contract, the selected

Contractor agrees to furnish to the contract administrator, the County Purchasing Agent, or the agency/department Deputy Procurement Agent (DPA) the required W-9 or W-8.

1.8 CAMPAIGN CONTRIBUTION DISCLOSURE FORM

Effective January 1, 2023, all contractors entering into a contract with the County, will be required to submit the Campaign Contribution Disclosure Form for any contributions made within the last

12 months. In order to comply with this requirement, Respondent agrees to furnish the required

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

Campaign Contribution Disclosure Information form as a required submittal with its submittal.

Failure to include the form as required will render the Statement nonresponsive.

1.9 THE COUNTY RESERVES THE RIGHT TO:

A. Request revisions and hold discussions with any Respondent as necessary to serve the best interests of the County.

B. Seek publicly available information about the Respondents.

C. Conduct, or not to conduct, oral interviews and/or presentations with the highest-ranked

Respondent(s) and additional Respondents.

D. Waive, at its discretion, any procedural, non-material defects, irregularity, or informality, which County deems correctable or otherwise not warranting rejection of the bid that do not result in any unfair competitive advantage. Any waiver will not excuse a proponent from full compliance.

E. Verify and validate any information prior to Contract Award and during the entire term of the Contract.

F. Negotiate the final Contract with any Respondent(s), including pricing/fee schedule, as necessary to serve the best interests of the County;

G. Withdraw or cancel in part or in its entirety this solicitation at any time without prior notice and furthermore makes no representations that any Contract will be awarded to any

Respondent responding to this solicitation;

H. Award its total requirements to one Respondent or to apportion those requirements among two or more Respondents as the County may deem to be in its best interests;

I. Reject any SOQ if it is conditional, incomplete or deviates significantly from the services requested in this solicitation; and/or

J. Request Best and Final Offer from any Respondent determined to be within the competitive range. Unless requested by the County, late Best and Final Offers will not be accepted by the County for any reason. In addition, negotiations may or may not be conducted with

Respondents.

K. Make multiple awards to Respondent(s) for services requested in this solicitation, at its sole discretion, to serve the best interests of the County.

L. Defer award of this Contract for a period of 180 days after the SOQ opening. During this period, Respondents shall guarantee the prices quoted in their SOQs. County and the responsive, responsible Respondent may mutually agree in writing to extend this deferral period.

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

Therefore, SOQs submitted shall contain the Respondent’s most favorable terms and conditions, since the selection and award may be made without discussion with any Respondent.

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

SECTION 2. PROTEST PROCEDURES

Any actual or prospective bidder or respondent who alleges an error or impropriety in the solicitation or award of a contract may submit a grievance or protest to Robert Esparza at robert.esparza@pw.oc.gov, as set forth herein.

PROTEST PROCEDURES

All protests shall be typed under the protestor’s letterhead and submitted in accordance with the provisions stated herein. All protests shall include at a minimum the following information:

A. The name, address, and telephone number of the protestor;

B. The signature of the protestor or the protestor’s representative;

C. The solicitation or contract number;

D. A detailed statement of the legal and/or factual grounds for the protest; and, E. The form of relief requested.

Protest of Solicitation Specifications:

A. All protests related to solicitation specifications must be submitted to the Deputy

Procurement Agent (DPA), Robert Esparza at robert.esparza@pw.oc.gov, no later than five (5) business days prior to the Closing Date of the solicitation. Protests received after the five (5) business-day deadline will not be considered by the County.

B. In the event the protest of specifications is denied, and the protestor wishes to continue in the solicitation process, the protestor must still submit a bid/response prior to the close of the solicitation in accordance with the solicitation submittal procedures provided in this solicitation.

Protest of Award of Contract:

A. Protests related to the award of a contract must be submitted to the Deputy Procurement

Agent, Robert Esparza at robert.esparza@pw.oc.gov, no later than five (5) business days after the Notice of Solicitation Ranking Results is provided by the DPA.

B. Protests relating to a proposed contract award received after the five (5) business day deadline will not be considered by the County.

C. If the five (5) business day period expires without the receipt of a protest, the department may move forward with the contract award or if necessary, file the item for approval by the Board of Supervisors.

Protest Process

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

A. In the event of a timely protest, the County shall not proceed with the solicitation or award of the contract until the DPA issues a decision on the protest.

B. Upon receipt of a timely protest, the DPA will, within ten (10) business days of receipt of the protest, issue a decision in writing which shall state the reasons for the actions taken.

C. The County may, after providing written justification, make the determination that an immediate award of the contract is necessary to protect the substantial interests of the

County. The award of a contract shall in no way compromise the protester’s right to the protest procedures outlined herein.

D. If the protestor disagrees with the decision of the DPA, the protestor may submit a written appeal to the County Procurement Officer requesting an appeal to the

Procurement Appeals Board, in accordance with the process stated below.

APPEALS PROCESS

A. If the protestor wishes to appeal the protest decision of the Deputy Procurement Agent, the protestor must submit, within three (3) business days from receipt of the Deputy

Procurement Agent’s decision, a written appeal to the Office of the County Procurement

Officer.

Written appeals must be sent by mail to the address below with a courtesy copy by email;

County of Orange/County Executive Office

County Procurement Office

400 W. Civic Center Drive, 5th Floor

Santa Ana, CA 92701

Attn: County Procurement Officer

CPOAppeals@ceo.oc.gov

B. Within fifteen (15) business days, the County Procurement Officer will review all materials in connection with the appeal, assess the merits of the protest and provide a written determination that shall contain his or her decision on whether the appeal shall be forwarded to the Procurement Appeals Board.

C. The decision of the County Procurement Officer on whether to allow the appeal to go forward will be final and there shall be no right to any administrative appeals of this decision.

mailto:CPOAppeals@ocgov.com

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

SECTION 3. SCOPE OF WORK

3.1 INTRODUCTION

OC Public Works, on behalf of the County of Orange (County) and Orange County Flood

Control District (District), requires supplemental professional services to meet workload demands and project scheduling commitments in relation to Architect-Engineer (A-E) Design, Project Administration and Management Services for various projects. A-E is defined as an

Architect or Engineer for design and/or engineering of a project. To supplement existing resources, County intends to issue Architect-Engineer (A-E) Cost Estimating Design Support

Services – Task Order Contracts for use by County and District on an "as-needed" basis. No specified amount of work is guaranteed to Respondent.

3.2 GENERAL DESCRIPTION OF SERVICES

The Respondent will be contacted by County Project Management staff on an “as-needed” basis as projects arise to provide A-E services for professional services. Requirements will be discussed by the Parties and Respondent shall prepare a written Scope Statement that will include the specific work to be performed, including the costs and time required to complete the project/task. County

Project Management staff will then review the Respondents’ Scope Statement, proceed with negotiation of task costs and when satisfied, issue a Contract Task Order (CTO) against this

Contract.

The Respondent shall serve as lead of a design team that may include other construction design professionals working together to ensure that the original design is carried through to the finished product, with no alterations in materials or design that would lead to safety issues or compromise the quality of the building or building component. Other team members who may be retained by the lead to support a project as a consultant may include, but are not limited to, landscape architects, lighting designers, data consultants, security consultants, controls engineers, commissioning consultants, traffic engineers, surveyors, estimators, special inspection, etc.

The Respondent shall be responsible for the preparation of comprehensive building assessments, designs, drawings, specifications, cost estimates, and reports within the scope of the Contract Task

Order (CTO). In the preparation of construction drawings and specification, the Respondent shall also be responsible for:

A. Obtaining data by reviewing record drawings, visiting the site of the construction and by conferences with the User/Client and facility maintenance staff or by other actions as necessary to develop the design.

B. Checking of shop drawings, submittals, materials and other data submitted by the

Construction Contractor for approval.

C. Furnishing consultation and advice to County to clarify the intent of the drawings and specifications and on questions that may arise during the construction of the project.

D. Space planning, programming and code compliance review and upgrades.

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

E. The meeting of submittal dates included in the Scope Statement of the Contract Task

Order, including the work of consultants.

F. Coordination with various agencies having authority of jurisdiction for planning services, entitlement, fire life safety, CEQA, ADA, etc.

G. Construction administration services, testing and commissioning.

H. Close out services, as-built plans, material lists, asset indexing, project acceptance, etc.

I. The coordination of the various elements of the design to assure compatibility of architectural, structural, electrical, mechanical/plumbing, and other design features;

J. Other services as specifically included in the Contract Task Order related to project

Initiation, Planning/Design, Bid/Award, Construction and Closeout.

The Respondent shall restrict themselves to the Scope Statement of the Contract Task Order. Any changes in the Scope Statement shall require prior written authorization by County.

3.3 CONTRACT TASK ORDER

Respondent shall be assigned work via a task order by County which shall subsequently be referred to as the “Contract Task Order” (hereinafter “CTO”). A CTO for each project shall be developed by Respondent in conjunction with County Project Management staff. The County Project

Manager shall manage all Respondent’s work including monitoring the CTO work schedule, quality of deliverables, review of invoiced amounts, adherence to set budget, and internal review of submittal packages. Respondent shall follow all requirements as outlined in the CTO; this general Scope of Work, the project specific Scope Statement, and the Architect-Engineer Guide

(Rev July 2018).

The CTO shall include a detailed Scope Statement, describing tasks to be performed with a specific list of deliverables for each task, schedule of work and cost to complete the work. The schedule of work shall allow enough time for meetings with County Management staff to review the work progress, provide technical and policy direction, resolve problems and ensure adherence to the work completion schedule. The CTO shall include a cover sheet provided by County Project

Management staff with the appropriate signature blocks and contract information. Once both

Parties agree, and all Parties have signed the CTO, County Management staff shall provide

Respondent with a Notice to Proceed (NTP) to begin work. Respondent shall submit all plans, reports and other documents produced under the CTO to the assigned County Project Manager within the timeframe indicated in the CTO or as directed by County Project Management staff.

3.4 SCOPE OF WORK

SCOPE OF WORK

A. General

The County of Orange, Orange County Public Works (COUNTY), requires qualified Architect-

Engineer (A-E) firms to provide professional Cost Estimating, Cost Engineering, Project

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

Controls, Scheduling, and related consulting services on an as-needed basis through individually issued Contract Task Orders (CTOs). Services shall support the planning, design, procurement, bidding, construction, rehabilitation, renovation, maintenance, repair, and closeout of County capital improvement, infrastructure, vertical construction, horizontal construction, and other public works projects.

The Respondent shall furnish all labor, supervision, personnel, subconsultants, equipment, software, transportation, materials, and other resources necessary to perform the services required under each CTO. Services shall be performed in accordance with applicable federal, state, and local laws, regulations, codes, standards, County policies, and industry best practices.

The County does not guarantee any minimum number of CTOs or amount of work under this

Contract. Work shall be assigned solely at the discretion of the County.

B. Scope of Professional Services

The Respondent shall provide professional cost estimating, cost engineering, project controls, quantity takeoff, scheduling, budgeting, indexing, escalation analysis, value engineering, and related consulting services. Services may include, but are not limited to, the following:

Cost Estimating Services

• Prepare conceptual, planning-level, preliminary, schematic design, design development, engineer's opinion of probable construction cost, pre-bid, and final construction cost estimates.

• Prepare independent third-party cost estimates and independent cost validations.

• Develop detailed quantity takeoffs from plans, specifications, BIM models, sketches, reports, and other available project information.

• Prepare work breakdown structures (WBS), cost breakdowns, and estimate summaries.

• Develop project budgets and cost models for planning, programming, and funding purposes.

• Research and evaluate labor, materials, equipment, subcontractor pricing, overhead, profit, taxes, permits, allowances, contingencies, and other construction-related costs.

• Conduct construction market analyses and evaluate current pricing trends.

• Prepare construction cost indexing, escalation analyses, inflation projections, and forecast future construction costs using recognized industry cost indices, historical data, and current market conditions.

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• Update cost estimates throughout the planning, design, bidding, and construction phases to reflect changes in market conditions, material pricing, labor availability, construction cost indices, and anticipated bid dates.

• Perform value engineering studies and life-cycle cost analyses.

• Prepare cost comparisons for alternative design concepts and construction methods.

• Perform bid analyses and estimate reconciliations.

• Review contractor bids and evaluate cost reasonableness.

• Evaluate change order proposals, claims, requests for equitable adjustment, and other cost-related issues.

• Develop cash flow projections and cost forecasts.

• Perform risk assessments and contingency analyses related to project costs.

• Develop and maintain cost databases and historical construction cost information.

• Prepare reports, technical memoranda, spreadsheets, presentations, and supporting documentation.

• Attend meetings with County staff, consultants, contractors, utility companies, regulatory agencies, and other project stakeholders.

• Provide technical consultation during planning, design, procurement, bidding, construction, closeout, and warranty phases.

• Perform other related cost estimating, budgeting, asset indexing, forecasting, and consulting services requested by the County.

Project Controls and Scheduling Services

When requested under an individual CTO, the Respondent may provide project controls and scheduling services, including but not limited to:

• Development and maintenance of project schedules.

• Critical Path Method (CPM) scheduling.

• Baseline schedule development.

• Schedule updates and progress monitoring.

• Schedule delay and impact analyses.

• Recovery schedule evaluations.

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

• Construction sequencing analyses.

• Schedule risk assessments.

• Cost-loaded schedules.

• Cash flow forecasting.

• Budget monitoring.

• Cost and schedule integration.

• Earned value analysis.

• Project performance reporting.

• Dashboard development.

• Review of contractor schedules.

• Other project controls and scheduling services necessary to support project delivery.

Construction Support Services

When requested by the County, the Respondent may provide construction support services including, but not limited to:

• Independent review of construction costs.

• Cost evaluations during construction.

• Change order cost analyses.

• Construction budget monitoring.

• Payment application reviews related to project costs.

• Claims support and cost evaluations.

• Construction progress reporting.

• Project closeout cost reconciliation.

• Coordination with County staff, consultants, contractors, and regulatory agencies.

• Other construction administration support services related to cost estimating and project controls.

C. Deliverables

Deliverables may include, but are not limited to:

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

• Construction cost estimates.

• Engineer's Opinions of Probable Construction Cost.

• Independent cost estimates.

• Quantity takeoff reports.

• Budget reports.

• Cost analyses.

• Cost validation reports.

• Cost comparison reports.

• Value engineering reports.

• Life-cycle cost analyses.

• Cost indexing reports.

• Asset indexing reports

• Escalation analyses.

• Inflation projections.

• Cash flow analyses.

• Cost forecasts.

• Schedule reports.

• CPM schedules.

• Risk and contingency analyses.

• Bid evaluations.

• Change order evaluations.

• Technical memoranda.

• Presentations.

• Meeting agendas and minutes.

• Spreadsheets.

• Electronic files in County-approved formats.

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

• Other deliverables required by an individual CTO.

D. Project Examples

The following projects are representative of work that may be assigned under this Contract and are provided for informational purposes only. This list is not intended to be all-inclusive.

Projects may include, but are not limited to:

• County office buildings.

• Administrative facilities.

• Libraries.

• Animal care facilities.

• Parks and recreational facilities.

• Community centers.

• Public safety facilities.

• Maintenance yards.

• Fleet facilities.

• Roadway improvements.

• Bridges.

• Flood control facilities.

• Storm drain systems.

• Water quality improvements.

• Utility infrastructure.

• Slope stabilization projects.

• Retaining walls.

• Parking lots.

• Roof replacement projects.

• HVAC improvements.

• Electrical improvements.

• Plumbing improvements.

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

• Mechanical system upgrades.

• Building renovations.

• Tenant improvements.

• ADA improvements.

• Decorative fencing.

• Modular buildings.

• Deferred maintenance projects.

• Emergency repair projects.

• Capital Improvement Projects (CIP).

• Other public works infrastructure and facilities.

E. Professional Licensing Requirements

The Respondent shall possess, or ensure that its subconsultants possess, all professional licenses, registrations, certifications, and qualifications required under applicable federal, state, and local laws to perform the services described in this Scope of Work and any Contract Task Order

(CTO) issued under this Contract.

Professional services requiring licensure shall be performed under the responsible charge of individuals appropriately licensed in the State of California. All reports, estimates, calculations, analyses, certifications, and other deliverables requiring professional certification shall be prepared, signed, and sealed, as applicable, by the appropriately licensed professional in accordance with applicable laws and regulations.

Depending on the scope of an individual CTO, required professional licenses may include, but are not limited to:

• California Licensed Architect

• California Professional Civil Engineer

• California Professional Structural Engineer

• California Professional Mechanical Engineer

• California Professional Electrical Engineer

• California Professional Geotechnical Engineer

• California Professional Land Surveyor

• California Landscape Architect

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

• Other professional licenses, registrations, or certifications required by applicable law or necessary to perform the assigned services.

The Respondent and its subconsultants shall maintain all required licenses, registrations, and certifications in good standing throughout the term of the Contract.

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SECTION 4. WRITTEN SOQ SCORING FORMAT

No. Evaluation Criteria Scoring Method Weight (Points)

1. Qualification and Related

Experience/Technical Expertise Points Based 400

(40% of Total)

2. Key Personnel/Proposed Staffing Points Based 175 (17.5% of Total)

3. Availability to Perform Services Points Based 250 (25% of Total)

4. SOQ Organization/Completeness of

Response Points Based 150

(15% of Total)

5. Degree of Compliance with the County

Model Contract Points Based 25

(2.5% of Total)

SECTION 5. VENDOR RESPONSES

Responses must be prepared simply and economically, providing a straightforward, concise description of capabilities to satisfy the requirements of this Request for Qualifications

(RFQ). Emphasis should be on completeness and clarity of content with sufficient detail to allow for accurate evaluation and comparative analysis. Response (Part 3) shall not exceed the 25 single-sided pages Page Limit. No Exceptions.

Note: Responses that exceed the page limit noted above will be disqualified from further consideration.

Responses are electronically organized into three (3) Parts and are indexed in the order outlined below. Complete all required questions within each part.

Cover Page, Table of Contents, dividers and County forms will not count towards the page limit.

Part 1 - Compliance Statements (will not count against the page limit)

Part 2 - Company Profile & References (will not count against the page limit)

Part 3 - Respondent's Responses (counts against the page limit, no exceptions)

5.1 COMPLIANCE STATEMENTS (PART 1)

Some *required questions might not be applicable to your company. Do not leave any required fields blank. Please indicate "N/A" when necessary. A required field that is left blank will prohibit your response from being submitted.

*indicates that it is required.

5.1.1 Cover Letter/Executive Summary*

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All SOQs must be accompanied by a cover letter of introduction and executive summary of the

SOQ. The cover letter must be signed by person(s) with authority to bind the Respondent. If the

Respondent is a corporation, two (2) signatures are required: one (1) signature by the Chairman of the Board, the President or any Vice President; and one (1) signature by the Secretary, any

Assistant Secretary, the Chief Financial Officer or any Assistant Treasurer. The signature of one person alone is sufficient to bind a corporation, as long as he or she holds corporate offices in each of the two categories described above. For County purposes, proof of such dual office holding will be satisfied by having the individual sign the instrument twice, each time indicating his or her office that qualifies under the above described provision. In the alternative, a single corporate signature is acceptable when accompanied by a corporate resolution demonstrating the legal authority of the signatory to bind the corporation. An unsigned or improperly signed SOQ submission is grounds for rejection of the SOQ and disqualification from further participation in this RFQ process. All SOQs shall include in this first section, the Cover Page of this RFQ and any subsequent addenda issued to this RFQ with appropriate signatures as required.

Please download the below documents, complete, and upload.

• Cover_Letter_Executive_Summ...

*Response required

5.1.2 Minimum Qualifications/Requirements:*

The Respondent has reviewed the Minimum Qualifications contained in this RFQ and certifies that it meets each requirement. The Respondent understands that the County may request documentation to verify compliance and that failure to provide such documentation may result in disqualification.

☐ Yes

☐ No

*Response required

5.1.3 Validity of SOQ*

The County requires that all SOQs be valid for at least three hundred sixty-five (365) calendar days. Submissions not valid for at least three hundred sixty-five (365) days will be considered non-responsive. The Respondent shall state the length of time for which the submitted SOQ shall remain valid below:

Please state 365 calendar Days if your SOQ will be valid for that period of time. If your SOQ will be valid for a different period of time please list the appropriate number of calendar days.

*Response required

5.1.4 Certification of Understanding *

The County assumes no responsibility for any understanding or representation made by any of its officers, employees or agents during or prior to the execution of any Contract resulting from this solicitation unless:

https://government-project.s3.us-west-2.amazonaws.com/246680/608428bc-aa01-4a6b-88c8-d56d3474fe1d_Cover_Letter_Executive_Summary_Compliance_-_RFQ_%281%29.pdf

OC Public Works - Architect-Engineer (A-E) Cost Estimating Design Support Services – Task Order Contracts, 080-3092006-RE

A. Such understanding or representations are expressly stated in the Contract; and

B. The Contract expressly provides that the County therefore assumes the responsibility.

Representations made but not expressly stated and for which liability is not expressly assumed by the County in the Contract shall be deemed only for the information of the Respondent.

Respondent certifies that such understanding has been considered in this response.

☐ Please confirm

*Response required

5.1.5 Essential Requirements for Qualifications Statement*

Respondent shall certify that it meets all minimum qualifications and requirements set forth above in this solicitation.

☐ Please confirm

*Response required

5.1.6 Certificate of Insurance *

The Respondent shall certify its willingness and ability to provide the required insurance coverage and certificates as set forth in the Model Contract.

☐ Please confirm

*Response required

5.1.7 W-9/W-8 Requirements*

The Respondent shall certify its willingness and ability to provide the required W-9/W-8

Requirements as indicated herein.

☐ Please confirm

*Response required

5.1.8 Department of the Treasury, Internal Revenue Service Form W-9 Requirements

Effective June 3, 2006, all Contractors, entering into a Contract with County, who are not already established in Countywide Accounting…