Attachment_9_-_OCLSB_DVBE_Certification_Requirements.docx

ATTACHMENT 9

COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB) PREFERENCE

AND DISABLED VETERAN BUSINESS ENTERPRISE (DVBE)* CERTIFICATION

REQUIREMENTS

1) To participate as an OCLSB the following requirements must be met:

a. Must be certified with State of California the Department of General Services (DGS) as a Small Business - https://caleprocure.ca.gov/pages/sbdvbe-index.aspx

b. Upon certification as Small Business with DGS, print the OCLSB Certification.

c. Business name shall match the Company Legal Name specified on the Company Profile.

d. Certification must be valid at the date/time solicitation is closed, and it shall remain in effect at the time of contract award. County reserves the right to verify and/or reject incomplete documents.

e. Complete and sign the Affirmation form attached herein. The signed Affirmation form and the OCLSB Certification are required and must be returned with the solicitation response.

2) To participate as a DVBE the following requirements must be met:

a. Must be certified with DGS as a DVBE - https://caleprocure.ca.gov/pages/sbdvbe-index.aspx

b. Certification must be valid at the date/time solicitation is closed, and it shall remain in effect at the time of contract award. County reserves the right to verify and/or reject incomplete documents.

c. Complete and sign the Affirmation form attached herein. The signed Affirmation form and the DVBE Certification are required and must be returned with the solicitation response.

3) OCLSB or DVBE Preference provides for the following:

a. Invitation for Bid – IFB A five percent (5%) deduction in the original bid price shall be applied to all confirmed OCLSB or DVBE bidders for evaluation purposes. If the lowest bidder is a certified OCLSB or DVBE bidder, the contract will be awarded at the certified OCLSB or DVBE’s original bid price. The maximum allowable preference deduction is $100,000. If the lowest bidder is not a certified OCLSB or DVBE, the preference policy will not apply.

b. Request for Proposal - RFP An additional five percent (5%) shall be applied to the tallied cost score of each certified OCLSB or DVBE to obtain their final score. If the final score of any OCLSB or DVBE matches the final score of a non-OCLSB or non-DVBE, preference shall be given to the certified OCLSB. If two or more OCLSB or DVBEs have the same final score, the County shall determine the contract award based on the County’s best interest. If the highest ranked proposal is not from a certified OCLSB or DVBE, the preference policy will not apply.

4) Dual OCLSB and DVBE Preference provides for the following:

a. Business Certified as OCLSB and DVBE If a State-certified OCLSB is also a State-certified DVBE, the preference given to that business shall be 8% instead of 5%. The separate OCLSB/DVBE preferences shall not be applied.

5) Subcontractors If bidder is submitting subcontractors to qualify for the OCLSB or DVBE preference, bidder must demonstrate through the Staffing Plan that 20% of the total bid amount is allocated to the OCLSB subcontractor(s).

*NOTE: DVBE PREFERENCE IS NOT APPLICABLE TO PUBLIC WORKS OR A-E CONSTRUCTION PROJECTS.

County of Orange Local Small Business (OCLSB) and/or Disabled Veteran Business Enterprise (DVBE) Affirmation

OCLSB Certification Requirements: To be certified as a Local Small Business by the County of Orange, a business shall meet the requirements below:

Local Business requirements:

a) maintains their principal center of operations (i.e. headquarters) within Orange County, and; b) has:

i. a business address located in the County of Orange that is not a post office box, or ii. a valid business license or certificate of occupancy issued by the County of Orange or by an Orange County city, or other documentation acceptable to the County of Orange.

Small Business requirements:

b) must be certified as a Small Business by the State of California Department of General Services (DGS); and,

c) DGS Small Business requirements must be valid at the time of bid/proposal submittal.

DVBE Certification Requirements: To be certified as a Disabled Veteran Business Enterprise, a business must meet the following requirements:

(1) Must be certified as a DVBE by the State of California Department of General Services (DGS); and,

(2) DGS DVBE requirements must be valid at the time of bid/proposal submittal.

Please specify one or both preferences that apply to your business by checking below:

☐ OCLSB ☐ DVBE

Please specify if self-certifying or is subcontractor is certified by checking below:

☐ Self-certifying ☐ Subcontractor(s) certified

I, certify that ______________________, (legal company/business name) is certified as an OCLSB and/or DVBE and currently meets the respective Certification Requirements set forth above.

Please check one or both below:

☐ OCLSB Certificate attached ☐ State of California DVBE Certification attached

County Use Only

Solicitation Number: 026-2630601-RA

Solicitation Description: Implementation, Maintenance and Support of New Case Management System

File Folder Number: 2630601