Community-Based_Social_Marketing_(CBSM)_Consultant_Scope_of_Work_(Addendum_#3_Revision).pdf

REQUEST FOR PROPOSALS/QUALIFICATIONS

COMMUNITY-BASED SOCIAL MARKETING (CBSM) CONSULTANT

SCOPE OF WORK

City of Thousand Oaks

2100 Thousand Oaks Blvd

Thousand Oaks, CA 91362

RELEASE DATE: January 30, 2026

DEADLINE FOR QUESTIONS: February 24, 2026

RESPONSE DEADLINE: March 3, 2026, 4:00 pm

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://procurement.opengov.com/portal/toaks https://procurement.opengov.com/portal/%7bproject.government.code%7d

City of Thousand Oaks

REQUEST FOR PROPOSALS/QUALIFICATIONS

Community-Based Social Marketing (CBSM) Consultant Scope of Work

I. INTRODUCTION

II. NOTICE

III. DESCRIPTION OF WORK

IV. SCOPE OF WORK

V. PROPOSAL REQUIREMENTS

VI. APPLICABLE STANDARD TERMS

VII. PROPOSAL REVIEW PROCESS

VIII. EVALUATION CRITERIA

IX. VENDOR QUESTIONNAIRE

Attachments:

A - Stove_CPA_Innovation_Grant_Submission_10-8-25 (1)

B - Thousand Oaks Used Oil & HHW Survey Report 08-27-15

C - Community Opinion 2023 Survey Results

D - CBSM_PS_Contract_Template_1-26-26 (1)

E - RFPQ Community-Based Social Marketing (CBSM) Consultant Notice

Request for Proposals/Qualifications Title: Community-Based Social Marketing (CBSM) Consultant Scope of Work

1. INTRODUCTION

1.1. Summary

The City seeks professional consulting services from a qualified firm or team with demonstrated expertise in Community-Based Social Marketing (CBSM), behavioral science, or related disciplines to design and implement a comprehensive outreach, research, and engagement strategy. The purpose of this project is to encourage measurable, sustained, and environmentally beneficial behaviors that advance the goals of the City’s Climate and Environmental Action Plan (CEAP) adopted in 2024.

The selected consultant (“Proposer”) will collaborate closely with the City's Sustainability and Strategic

Communications and Public Affairs (SCPA) teams to conduct CBSM-based research, develop outreach strategies, create and test targeted messaging, and evaluate outcomes related to residential building electrification and household hazardous waste (HHW) participation. The anticipated project term is 24 to 36 months, subject to funding availability.

This Scope of Work supports multiple CEAP initiatives, including residential building electrification funded through the Clean Power Alliance (CPA) Innovation Grant and HHW outreach. All work related to electrification must comply with CPA grant requirements and reporting obligations. The City reserves the right, in its sole discretion, to cancel this solicitation, reduce the scope of work, or terminate negotiations if funding is reduced, delayed, or withdrawn, without liability to any Proposer.

1.2. Background

The City of Thousand Oaks is located in eastern Ventura County and consists of 56 square miles. The City population is approximately 122,000. The City is a general law city operating under the Council/Manager form of government. The City Council is comprised of five members elected through district-based elections, with one member serving as Mayor on an annual basis.

1.3. Contact Information

Project Contact:

John Brooks

Senior Sustainability Analyst

2100 E Thousand Oaks Blvd

Thousand Oaks, CA 91362

Email: jbrooks@toaks.gov

Phone: (805) 449-2472

Procurement Contact:

Grace Ng

Assistant Analyst - Purchasing

2100 Thousand Oaks Blvd

Thousand Oaks, CA 91362 mailto:jbrooks@toaks.gov tel:(805)449-2472

Email: gng@toaks.gov

Phone: (805) 449-2239

Department:

Public Works - Sustainability Division

1.4. Timeline

Release Project Date January 30, 2026

Question Submission Deadline February 24, 2026, 12:00am

Proposal Submission Deadline March 3, 2026, 4:00pm

Online

City Council to Award Agreement April 21, 2026

Execute Agreement April 28, 2026

Begin Work May 1, 2026 mailto:gng@toaks.gov tel:(805)449-2239

2. NOTICE

REQUEST FOR PROPOSALS/QUALIFICATIONS (RFP/Q)

Community-Based Social Marketing (CBSM) Consultant Scope of Work

2.1. Notice

Notice is hereby given that sealed proposals will be received electronically, until Tuesday, March 3, 2026 before 4:00 pm local time, for performing all work necessary and incidental to:

The City seeks professional consulting services from a qualified firm or team with demonstrated expertise in Community-Based Social Marketing (CBSM), behavioral science, or related disciplines to design and implement a comprehensive outreach, research, and engagement strategy. The purpose of this project is to encourage measurable, sustained, and environmentally beneficial behaviors that advance the goals of the City’s Climate and Environmental Action Plan (CEAP) adopted in 2024.

Proposals shall be submitted via the City's eProcurement Portal:

https://procurement.opengov.com/portal/toaks

Submissions through the portal will be closed after the scheduled deadline and no proposals will be accepted after that time.

Copies of the Proposal Package may be downloaded from the City's eProcurement Portal. Proposers are required to register with the City prior to downloading solicitation documents from the website and to be eligible to submit a proposal. Registration information is used to notify proposers via e-mail of addenda to procurement actions. You may view summary information about solicitations, but you must be registered at this site and logged in before you can download solicitation documents via the City's eProcurement Portal. When registering please use the following NIGP Codes: 91522, 91876, 96153, 96179.

2.2. No Pre-Proposal Meeting

Proposals will not be opened publicly, and the City will endeavor to keep such confidential until a preferred service provider is recommended. Proposals must be submitted by Proposer's authorized representative.

Proposals must bear original signatures and figures prior to being scanned/uploaded.

Laura B. Maguire, City Clerk

Published: TO Acorn, Friday, January 30, 2026

3. DESCRIPTION OF WORK

3.1. Proposal Information

Proposers should note that the City desires and expects your Proposal to include those tasks and services that you believe may be required to complete the Scope of Work, based on your firm’s expertise and prior experience.

The proposal shall address all tasks outlined below and any additional tasks you believe are necessary, along with your approach to accomplishing them. Include meetings with key officials, stakeholders, and the expected number of presentations. Include a timeline and a fee proposal that describes the process and key milestones for completing the project on time and within budget.

Reports, memoranda, and other documents furnished under this Scope of Work will be of a quality acceptable to the City. Deliverables must: be of neat appearance, complete, accurate, as error-free as possible, organized and technically and grammatically correct, reflect the incorporation of City and other agency review comments, and be checked to meet all of the contract requirements.

Optional/Additional Scope - The Consultant shall list all other sub-tasks deemed necessary for successful completion of the project. This shall be broken down into sub-tasks, as appropriate, and the Consultant’s fee proposal should reflect the corresponding costs. This section can include alternatives that the proposer believes may better achieve the desired results.

3.2. Phases/Services

This agreement is to fulfill the awarded Clean Power Innovation Grant for induction stove installation and increasing Household Hazardous Waste Participation.

4. SCOPE OF WORK

4.1. Residential Building Electrification and HHW Participation

Focus Areas

The consultant will support campaign development and behavior-change strategies within the following priority sectors.

2.1 Pathways to Electrification for Single-Family Homes

The City has been approved for a CPA Innovation Grant to support residential building electrification, with induction stoves as the initial focus, given induction stoves health, safety, and environmental benefits. A desired outcome of this project includes insights that will enable staff to expand to full-home electrification in existing residences.

Electrification-related work under this contract must align with CPA grant requirements, eligible activities, approved budget, and reporting timelines.

2.2 Solid Waste and Household Hazardous Waste (HHW)

The City seeks to increase participation in HHW services, including drop-off and home collection programs, with particular attention to historically underrepresented users, language-access needs (Spanish), and behavioral barriers to participation.

3. Primary Objectives

The objectives of these projects include:

A. Meeting all applicable requirements of the CPA Innovation Grant.

B. Increasing use of the HHW Facility by historically underrepresented communities.

C. Developing and implementing research-driven outreach strategies that result in demonstrable and measurable behavior change.

D. Building internal City capacity to apply CBSM principles and evaluation methods beyond the project term.

4. Tasks and Deliverables

Tasks are intended to build sequentially, with each task informed by findings and outcomes from prior tasks. The City may adjust tasks, sequencing, scope, and timing in consultation with the selected Proposer based on funding, findings, and operational needs.

To facilitate evaluation, proposals must be organized by project. The first section shall address the CPA-funded residential electrification initiative. The second section shall address HHW outreach. Note where activities are applicable to both initiatives and split the associated costs.

Task 1: Project Initiation and Research Framework

All scheduling and submissions must be delivered and approved by City staff.

Activities

A. Conduct a kickoff meeting with City staff.

B. Review priorities, relevant funding requirements, and existing datasets.

C. Establish baseline conditions and adoption benchmarks for targeted behaviors.

D. Develop a CBSM-aligned research and engagement framework.

E. Identify and map key stakeholders, including contractors, community groups, and regional partners.

Deliverables

A. Project work plan and schedule.

B. Baseline behavior and market benchmark summary.

C. Research framework and stakeholder mapping summary.

Task 2: Market Research and Audience Segmentation

The Proposer will work with City staff to develop and implement market research using CBSM methodology.

A. Develop a research methodology to understand barriers and motivators related to desired behavior changes.

B. Identify and segment key audience groups within the City.

C. Identify data limitations and recommendations for data collection.

D. Conduct surveys, questionnaires, and focus groups to collect quantitative and qualitative data.

E. Identify perceived barriers and benefits associated with specific behaviors.

F. Apply an equity lens to ensure inclusive and effective outreach.

G. Ensure research meets accessibility and language-access standards.

A. Audience segmentation and demographic profile report

B. Survey and focus group findings summary

C. Barrier and benefit analysis

D. Equity lens analysis summary

Task 3: Behavior Prioritization and Design

A. Develop a behavior selection matrix using CBSM criteria, including impact, feasibility, and equity considerations.

B. Map behavioral and process pathways, including multi-step processes, such as home electrification.

C. Design and test two to three intervention concepts.

D. Document behavior selection rationale and refinement process.

A. Identification of real and perceived impediments or beliefs

B. Summary of key behavior barriers, challenges, and motivations

C. Behavior selection matrix and justification memorandum

D. Behavior pathway and prototype testing summary

Task 4: Strategy Development and Campaign Design

A. Develop CBSM-informed outreach strategies using tools such as prompts, commitments, incentives, and social norms.

B. Ensure strategies are culturally relevant, accessible, and appropriate for diverse audiences. Spanish is the predominant secondary language in Thousand Oaks.

C. Identify partnership opportunities with utilities, contractors, community-based organizations, and regional entities.

D. Identify City vs. partner actions and assumptions.

E. Develop a partnership engagement framework.

A. CBSM engagement and implementation plan

B. Partnership engagement matrix

C. Campaign design and intervention blueprint

Task 5: Message and Collateral Development

A. Coordinate with Strategic Communications and Public Affairs (SCP) Department staff to ensure brand, legal, and accessibility compliance.

B. Develop and test messaging concepts using appropriate evaluation methods.

C. Refine messaging based on testing results.

D. Develop communication collateral, which may include digital content, print materials, web content, videos, and case studies.

A. Message testing summary and recommendations

B. Communication toolkit and style guide

C. Final materials approved by the City

D. Final collateral package

Task 6: Pilot Implementation and Goal Tracking

A. Implement at least one CBSM pilot campaign for stove electrification and one for HHW participation.

B. Develop evaluation metrics during campaign planning.

C. Collect and analyze performance data throughout implementation.

D. Provide regular progress updates to City staff.

E. Document results and recommendations.

A. Pilot implementation report

B. Goal tracking framework and performance metrics dashboard

C. Midpoint evaluation

D. Final evaluation and recommendations report at the conclusion of the project term

E. Final pilot implementation lessons learned and scalability considerations

Task 7: Capacity Building and Knowledge Transfer

A. Conduct at least one CBSM training workshop for City staff, including a session focused on the electrification pilot that is open to all Clean Power Alliance members and staff, with lessons learned and suggestions for building on the pilot in other jurisdictions.

B. Provide editable marketing templates and tools developed as part of the campaign that the City can make available to other agencies and non-profits without restriction. All materials, data, analysis and deliverables developed under this contract shall be owned by the City. The consultant shall provide all final deliverables in editable, non-proprietary formats suitable for future use and adaptation by City staff and partner agencies

C. Develop guidance materials to support future CBSM efforts.

D. Provide recommendations for long-term program tracking.

A. Training agendas and materials

B. CBSM implementation guide

C. Long-term tracking recommendations memorandum

D. Identification of opportunities to expand engagement

5. PROPOSAL REQUIREMENTS

INSTRUCTION TO PROPOSERS

Each individual or firm (Proposer) submitting a proposal shall meet all of the terms and conditions specified in this Request for Proposal/Qualifications (RFP/Q). By its proposal submittal, the Proposer acknowledges agreement with the acceptance of all provisions of the Request for

Proposal/Qualifications (RFP/Q).

Each Proposal must contain the following:

5.1. Introduction and Cover Letter

Provide a cover letter describing your interest in this Request for Proposal/Qualifications (RFP/Q):

A. Provide the name, address, phone number, fax number, and email address of the contact person.

B. If your firm is subcontracting portions of this work, please indicate the firms with which you will be partnering along with the name, address, phone number, fax number, and email address of the contact person. Indicate the task that will be subcontracted and how the subcontract work will be managed and checked for quality control.

5.2. Explanation of How Proposer Will Perform the Work

Proposer must describe in detail how the requirements of this Request for Proposal/Qualifications (RFP/Q) will be met, and may provide additional related information with the proposal. The proposal should be presented in a format that corresponds to, and references, the sections outlined in the Scope of Work, and should be presented in the same order. Responses to each section and subsection should be labeled to indicate which item is being addressed. Proposal should be straightforward, concise and provide “layman” explanations of technical terms that are used. Emphasis should be concentrated on conforming to the Request for

Proposal/Qualifications (RFP/Q) instructions and responding to the Request for Proposal/Qualifications

(RFP/Q) requirements.

If a complete response cannot be provided without referencing supporting documentation, you must provide such documentation with the proposal indicating where the supplemental information can be found.

5.3. Tentative Schedule

Please submit the tentative schedule by phase and tasks to be completed. Please submit the tentative schedule by phase and tasks to be completed. The CPA Innovation Grant should be completed by June

2028 and in compliance with CPA Innovation Grant requirements. The HHW section is flexible.

5.4. Estimated Hours

Please submit the estimated hours for Proposer staff by title in performing each phase of the work, including sub-consultants. Identify how travel time and expenses will be billed. Include a table with staff salary by title.

5.5. Services and Data

Please identify any services and/or data Proposer needs from the City of Thousand Oaks in order to complete the work.

5.6. Proposer's Qualifications and Background

Proposer must provide proof of qualifications and experience related to the area of proposed services.

Each Proposer shall be skilled and regularly engaged in the general class or type of work called for in this

Request for Proposal/Qualifications (RFP/Q). The Proposer’s experience shall be set forth and submitted, as follows:

A. Company ownership. If incorporated, the state in which the company is incorporated and the date of incorporation.

B. Location of company offices.

C. Location of officer servicing any California accounts.

D. Number of employees both locally and nationally.

E. Locations from which employees will be assigned.

F. Name, address, email address, and telephone number of the Proposer’s point of contact for this project.

G. Company background/history and why Proposer is qualified to provide the services described in this Request for Proposal/Qualifications (RFP/Q)

H. Length of time Proposer has been providing services described in this RFP/Q. Please provide a brief description.

I. Resumes for key staff to be responsible for the performance of any contract resulting from this Request for Proposal/Qualifications (RFP/Q).

5.7. Negative History

Proposer must include in their Proposal/Statement of Qualifications a complete disclosure of any alleged significant prior or ongoing contract failures, any civil or criminal litigation or investigation pending which involves the Proposer or in which the Proposer has been judged guilty or liable within the last 5 years.

If there is no information to disclose then, Proposer must affirmatively state there is no negative history.

Failure to comply with the terms of this provision will disqualify any proposal. The City reserves the right to reject any Proposal/Statement of Qualifications based upon the Proposer’s prior history with the City or with any other party, which documents, without limitation, unsatisfactory performance, adversarial or contentious demeanor, significant failures to meet contract milestones or other contractual failures.

5.8. Contract

The Proposer must review the contract and the insurance requirements and verify that they can meet the terms and minimum insurance requirements or propose any alternatives as part of the proposal.

5.9. Client References

A minimum of three references from similar projects performed (references from local government clients are preferred) within the last Five (5) years years must be provided. Information provided shall include:

A. Client name, client Project Manager, address, telephone number, and email address. If client is not a local government, please indicate the type of business.

B. Type of service provided to client.

C. Project description.

D. Project dates (starting and ending).

E. Staff assigned to that project.

F. Discuss final outcome.

5.10. Compensation

Proposal must list the Maximum Payment in a not-to-exceed amount for each project, as well as providing a breakdown of costs to complete the work, including, but not limited to, hourly rates, reimbursables, and maximum anticipated cost.

5.11. Demonstrated Competence and Professional Qualifications

Services shall be on the basis of demonstrated competence and on the professional qualifications necessary for the satisfactory performance of the services required.

5.12. Any Other Information

Please submit any other information which would assist City in making this contract award decision.

6. APPLICABLE STANDARD TERMS

6.1. Acceptance Period

Unless otherwise specified herein, the Proposal/Statement of Qualifications is firm for a period of one hundred twenty (120) days.

6.2. Addenda Acknowledgment

Each Proposal/Statement of Qualifications shall include specific acknowledgment of receipt of all addenda issued during the solicitation period. Failure to so acknowledge may result in the Proposal/Statement of

Qualifications being rejected as not responsive. Each addendum must be acknowledged via the City's eProcurement Portal.

6.3. Authorized Signatures

Every Proposal/Statement of Qualifications must be signed by the person or persons legally authorized to bind the Proposer to a contract for the execution of the work. Upon request of the City, any agent submitting a Proposal/Statement of Qualifications on behalf of a Proposer shall provide a current power of attorney certifying the agent’s authority to bind the Proposer. If an individual makes the

Proposal/Statement of Qualifications, their name, signature, and post office address must be shown. If a firm or partnership makes the Proposal/Statement of Qualifications, the name and post office address of the firm or partnership and the signature of at least one of the general partners must be shown. If a corporation makes the Proposal/Statement of Qualifications, the Proposal/Statement of Qualifications shall show the name of the state under the laws of which the corporation is chartered, the name and post office address of the corporation and the title of the person signing on behalf of the corporation. Upon request of the City, the corporation shall provide a certified copy of the bylaws or resolution of the board of directors showing the authority of the officer signing the proposal to execute contracts on behalf of the corporation.

6.4. Proposals Retention

City reserves the right to retain all Proposals for a period of one hundred twenty (120) days for examination and comparison.

6.5. Business License

The selected Proposer and any sub-contractors/sub-consultants must have a valid City of Thousand Oaks

Business License prior to execution of the contract. Additional information regarding the City’s Business

License program may be obtained by going to the following website:

https://toaks.gov/businesslicenses

6.6. Cancellation Of Solicitation

The City of Thousand Oaks may cancel this solicitation at any time.

https://toaks.gov/businesslicenses

6.7. Compliance With Laws

The Proposal/Statement of Qualifications shall comply with current federal, state, and other laws relative thereto.

6.8. Solicitation Documents, Examination Of

It is the responsibility of the Proposer to carefully and thoroughly examine the documents contained in this Request for Proposal/Qualifications (RFP/Q). Proposer shall satisfy themselves as to the character, quantity, and quality of work to be performed and materials, labor, supervision or equipment necessary to perform the work as specified by this Request for Proposal/Qualifications (RFP/Q). The failure or neglect of the Proposer to examine the Request for Proposal/Qualifications (RFP/Q). Documents shall in no way relieve them from any obligations with respect to this solicitation. The submission of a proposal shall constitute an acknowledgment upon which the City may rely that the Proposer has thoroughly examined and is familiar with the Request for Proposal/Qualifications (RFP/Q) and the project. No claim will be allowed for additional compensation that is based upon a lack of knowledge of any solicitation document.

6.9. Cost Of Proposal

The City is not liable for any costs incurred by Proposers before entering into a formal contract. Costs of developing the proposals or any other such expenses incurred by the Proposer in responding to the

Request for Proposal/Qualifications (RFP/Q) are entirely the responsibility of the Proposer, and shall not be reimbursed in any manner by the City.

6.10. Definition Of Terms

For the purposes of this RFP/Q, the following definitions apply:

A. City of Thousand Oaks and City. City of Thousand Oaks and City are used interchangeably and are synonymous with one another.

B. Contractor/Consultant. Same as Successful Proposer.

C. Review Committee. An independent committee established by the City to review, evaluate, and score the proposals, and to recommend award of the proposal determined by the committee to be in the best interest of the City.

D. May/Should. Indicates something that is not mandatory. Failure to do what “may" or "should" be done will not result in rejection of your proposal.

E. Must/Shall. Indicates a mandatory requirement. A proposal that fails to meet a mandatory requirement may be deemed non-responsive and not be considered for award.

F. Proposer. The person or firm making the offer.

G. Proposal and/or Statement of Qualifications. The offer presented by the Proposer.

H. RFP/Q. Acronym for Request For Proposals / Request for Qualifications.

I. Submittal Deadline. The date and time on or before all proposals must be submitted.

J. Successful Proposer. The person, contractor, or firm to whom the award is made.

6.11. Disqualification Of Proposer

If there is reason to believe that collusion exists among the Proposers, the City may refuse to consider any

Proposal/Statement of Qualifications from participants in such collusion. No person, firm, or corporation under the same or different name, shall make, file, or be interested in more than one Proposal/Statement of Qualifications for the same work unless an alternate Proposal/Statement of Qualifications is called for.

A person, firm, or corporation who has submitted a sub-Proposal/Statement of Qualifications to a

Proposer, or who has quoted prices on materials to a Proposer, is not thereby disqualified from submitting a sub-Proposal/Statement of Qualifications or quoting prices to other Proposers. Reasonable ground for believing that any Proposer is interested in more than one Proposal/Statement of Qualifications for the same work will cause the rejection of all Proposals for the work in which a Proposer is interested. If there is reason to believe that collusion exists among the Proposers, the City of Thousand Oaks may refuse to consider all Proposals from participants in such collusion. Proposers shall submit as part of their

Proposal/Statement of Qualifications documents the completed Non-Collusion Affidavit provided herein.

6.12. Documents To Be Returned With Proposal or Statement of Qualifications

Failure to completely execute and submit the required documents before Submittal Deadline may render a proposal non-responsive. The documents that must be returned by the Submittal deadline are listed in the "Vendor Questionnaire" section.

6.13. Execution Of Agreement

The Successful Proposer will be required to execute an agreement in the form attached to this Request for Proposal/Qualifications (RFP/Q) and comply with all requirements of said Agreement. In case of failure of the Successful Proposer to execute and return the contract and all required documents within the time allowed, the City may, at its option, consider that the Proposer has abandoned the contract, in which case the Proposal/Statement of Qualifications Security Bond, if one was required, shall be forfeited by the Proposer and become the property of the City.

6.14. Conflict Of Interest

Proposer covenants that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the services hereunder. Contractor certifies that to the best of his knowledge, no one who has or will have any financial interest under this contract is an officer or employee of the City of Thousand Oaks.

6.15. Questions And Comments

Questions and comments regarding this solicitation must be submitted in writing via the City's eProcurement Portal before Tuesday, February 24, 2026 Any response will be answered in the Question and Answer section of the project and/or in a form of an addendum and will be sent as promptly as is practical to all parties registered with the City pursuant to the Registration Section set out below. All such addenda shall become a part of the Request for Proposal/Qualifications (RFP/Q). Any prospective

Proposer who obtained the Request for Proposal/Qualifications (RFP/Q) from anyone other than the City is responsible for registering with the City to receive subsequent Addenda.

6.16. Submittal

Required delivery method for submitting proposals is electronically via the City's eProcurement Portal.

The Proposal/Statement of Qualifications will not be opened publicly, and the City will endeavor to keep such confidential until a preferred service provider is recommended. Proposals must bear original signatures and figures prior to being scanned/uploaded. If no document can be identified as bearing original signatures, Proposer's proposal may be rejected at the discretion of the City.

6.17. Proposal Deadline

Proposals shall not be accepted after Tuesday, March 3, 2026 at 4:00 pm. The City reserves the right to extend the Submittal Deadline when it is in the best interest of the City.

6.18. Registration

Proposers are required to register with the City prior to downloading documents from the website and to be eligible to submit a Proposal/Statement of Qualifications. This information is used to notify

Proposers via e-mail of addenda to procurement actions. You may view summary information about solicitations but you must be registered at this site and logged in before you can download solicitation documents: https://procurement.opengov.com/portal/toaks

Proposer, when registering please identify NIGP Codes: 91522, 91876, 96153, 96179. Additional codes can be added based on the products or services your business provides. Those needing assistance registering at the website may contact Grace Ng, Assistant Analyst, (805) 449-2239; e-mail: gng@toaks.gov.

Solicitations may be downloaded by vendors who have registered online at the City’s Purchasing website.

A Proposer who fails to register with the City as outlined above shall be deemed non-responsive and not be considered for award.

6.19. Proposal or Statement of Qualifications Modifications

Any Proposer who wishes to make modifications to a proposal already received by the City must withdraw their proposal via the City's eProcurement Portal in order to make the modifications. All modifications must be properly initialed by Proposer’s authorized representative, executed, and submitted in accordance with the terms and conditions of this solicitation. It is the responsibility of the Proposer to ensure that a modified or withdrawn Proposal/Statement of Qualifications is resubmitted before the

Submittal Deadline.

6.20. Proposal or Statement of Qualifications Withdrawal

A Proposer may withdraw their Proposal/Statement of Qualifications, without prejudice prior to the time specified for the proposal opening, via the City's eProcurement Portal.

https://procurement.opengov.com/portal/toaks https://procurement.opengov.com/portal/toaks

6.21. Proprietary Information

The original copy of each Proposal/Statement of Qualifications shall be retained for official files and will become public record after the award of a contract unless the Proposal/Statement of Qualifications or specific parts of the Proposal/Statement of Qualifications can be shown to be exempt by law. Each

Proposer may clearly label part of a Proposal/Statement of Qualifications as "CONFIDENTIAL" if the

Proposer thereby agrees to indemnify and defend the City for honoring such a designation. The failure to so label any information that is released by the City shall constitute a complete waiver of all claims for damages caused by any release of the information. If a public records request for labeled information is received by the City, the City will notify the Proposer of the request and delay access to the material until seven working days after notification to the Proposer. Within that time delay, it will be the duty of the

Proposer to act in protection of its labeled information. Failure to so act shall constitute a complete waiver.

6.22. Levine Act Compliance

California Government Code section 84308 (Levine Act) prohibits any Thousand Oaks City Council member from participating in any action related to a contract, agreement, or franchise agreement

(excluding labor or competitively bid contracts) if the Council member receives a campaign contribution totaling more than $500 (aggregated) from the party to the contract, agreement or franchise agreement, their agents, or any financially interested participant who actively supports or opposes the matter within the previous twelve (12) months. Council members must also disclose any eligible campaign contribution received on the record of the proceeding.

Council members are prohibited from accepting, soliciting, or directing a campaign contribution of more than $500 (aggregated) from a party, their agent/representative, or a financially interested participant during a proceeding and for 12 months following the date a final decision is made. In addition, a party, their agent/representative, or a financially interested participant is prohibited from contributing more than $500 (aggregated) to a Council member during a proceeding and for 12 months following the date a final decision is made.

The Levine Act also requires parties to certain contracts, agreements, or franchise agreements to disclose any campaign contribution over $500 (aggregated) within the preceding twelve (12) months by the party to the agreement, contract, or franchise agreement and their agents. The Levine Act does not apply to competitively bid, labor, or personal employment contracts.

All proposals must include completion of the Levine Act Disclosure Form.

7. PROPOSAL REVIEW PROCESS

7.1. Proposal Opening/Rejection/Waiver

All Proposals and/or Statement of Qualifications, irrespective of irregularities or informalities, will be opened at the time stipulated in the Request for Proposal/Qualifications (RFP/Q) document. This is not a public opening. A tally of the names will be performed and may be released upon request. No other information will be released.

The City of Thousand Oaks reserves the right to postpone the Submittal Deadline and opening of

Proposal/Statement of Qualifications any time before the date and time announced in the Request for

Proposal/Qualifications (RFP/Q) or subsequent addenda. The dates listed in the "Timeline" section for the proposal review and contract award process are the tentative dates, and can be subject to change.

City also reserves the right to waive non-substantial irregularities in any Proposal/Statement of

Qualifications, to reject any or all Proposal/Statement of Qualificationss, to reject or delete one part of a

Proposal/Statement of Qualifications and accept the other, except to the extent that Proposal/Statement of Qualificationss are qualified by specific limitations.

The City reserves the right to reject the Proposal/Statement of Qualifications of any Proposer who previously failed to perform adequately for the City or any other governmental agency. The City expressly reserves the right to reject the Proposal/Statement of Qualifications of any Proposer who is in default on the payment of taxes, licenses or other monies due the City of Thousand Oaks.

7.2. PROPOSAL REVIEW PROCESS AND AWARD OF CONTRACT

The Proposal/Statement of Qualifications will be evaluated by a review committee of City staff using a two-stage selection process described below.

The Committee will evaluate all Proposals and/or Statement of Qualifications received in accordance with the EVALUATION CRITERIA. The City reserves the right to establish weight factors that will be applied to the criteria depending upon order of importance. The criteria, however, are not listed in any order of preference. Weight factors and evaluation scores will not be released. The City is not obligated to accept the lowest Proposal/Statement of Qualifications, but will make an award in the best interests of the City after all factors have been evaluated.

7.3. Phase 1 – Written Proposal Review/Finalist Candidates Selection.

The City reserves the right to further negotiate the proposed work scope and/or method and amount of compensation.

The Review committee may also contact and evaluate the Proposer's and subcontractor's references;

contact any Proposer to clarify any response; contact any current users of a Proposer’s services; solicit information from any available source concerning any aspect of a proposal; and seek and review any other information deemed pertinent to the evaluation process.

Discussions may, at the City’s sole option, be conducted with responsible Proposers who submit proposals determined to be reasonably susceptible of being selected for an award. Discussions may be for the purpose of clarification to assure full understanding of, and responsiveness to, the solicitation https://procurement.opengov.com/portal/toaks/projects/228170/document?section=2156673 requirements. Proposers shall be accorded fair and equal treatment with respect to any opportunity for discussion and written revision of proposals. Revisions may be permitted after submissions and before award for obtaining best and final proposals. In conducting discussions, the City will not disclose information derived from proposals submitted by competing Proposers.

7.4. Phase 2 - Oral Presentations/Interviews and Consultant Selection

Finalist candidates may be invited to make a presentation to the Review Committee and answer questions about their proposal. The purpose of this second phase is two-fold: to present the project and to clarify and resolve any outstanding questions or issues about the proposal.

Contract award will be based on a combination of factors that represent the best overall value for completing the work as determined by City, including: the written proposal criteria described above;

results of background and reference checks; results from the interviews and presentation phase; and proposed compensation.

A Notification of Intent to Award may be sent to any Proposer selected. Award is contingent upon the successful negotiation of final contract terms. Negotiations shall be confidential and not subject to disclosure to competing Proposers unless an agreement is reached. If contract negotiations cannot be concluded successfully, the City in its sole discretion may negotiate a contract with another Proposer or withdraw the RFP/Q.

8. EVALUATION CRITERIA

Proposers must demonstrate:

A. Experience designing and implementing CBSM or behavior-change programs.

B. Experience complying with grant-funded project requirements and reporting.

C. Expertise in qualitative and quantitative research methods.

D. Familiarity with climate and environmental behavior change initiatives.

E. Experience working with public agencies or similar entities.

F. Demonstrated ability to translate behavioral research into practical and implementable campaigns.

G. Ability to develop culturally competent and accessible outreach strategies.

General City Requirements

A. Project Understanding and Approach.

B. Quality, clarity, responsiveness, conformance with the terms of this RFP/Q, and overall impression of proposal.

C. Qualifications and availability of key persons to be assigned to the contract resulting from this solicitation.

D. Sub-Consultants Qualifications (if applicable)

E. Relevant Experience (past similar scope and size projects)

F. Reasonableness of completion schedule and hours dedicated to completion of each task.

G. Reasonableness of time schedule responding to as-needed services.

H. Reasonableness of Cost and Compensation submittal.

I. Environmentally Preferable Purchasing Policy. Vendor to describe their organization's integration of sustainability initiatives within their organization, e.g., drive electric cars, SB 1383 integration, etc.

9. VENDOR QUESTIONNAIRE

The following forms are included with the RFP/Q and must be submitted with the proposal document on or before the Submittal Deadline

9.1. NON-COLLUSION AFFIDAVIT FORM*

Please download the below documents, complete, and upload. The form can be downloaded and uploaded under the project page where it says VENDOR QUESTIONNAIRE on the project website on the

City's e-procurement portal.

• Non-Collusion_Affidavit_For...

*Response required

9.2. LEVINE ACT DISCLOSURE FORM*

Please download the below documents, complete, and upload. The form can be downloaded and uploaded under the project page where it says VENDOR QUESTIONNAIRE on the project website on the

City's e-procurement portal.

• Levine_Act_Diclosure_Form_U...

*Response required

9.3. PROPOSAL*

Please upload your proposal.

*Response required

9.4. W-9 *

Please submit your company's W-9 form.

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