COUNTY OF ORANGE

COUNTY EXECUTIVE OFFICE - CPO

REQUEST FOR QUALIFICATION (RFQ)

FOR

CONTRACT ADMINISTRATION

RFQ NO. RFQ-017-3118901-JL

County of Orange RFQ

County Executive Office - CPO - Contract Administration, RFQ-017-3118901-JL

County of Orange

County Executive Office - CPO

Procurement and Contract Services

400 W. Civic Center Dr.

Santa Ana, CA

92701

SCHEDULE OF ACTIVITIES

Release of RFQ October 14, 2026

Question Period Ends October 28, 2026, 2:00pm

RFQ Submittal Closing Date and Time November 5, 2026, 2:00pm

RESPONSES MUST BE RECEIVED ON

OR BEFORE

Thursday, November 5, 2026

2:00 pm

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. SUPPLIER RESPONSES

Attachments:

A - RFQ-017-3094701-JL Model Contract for Contract Administration Final

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

1.1 INTRODUCTION

The County of Orange (County), consisting of 22 agencies and departments, delivers 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. It is the primary responsibility of the County of Orange to enrich the community through the efficient delivery and maintenance of public works infrastructure, planning, capital improvement, and development services.

The County of Orange, County Procurement Office intends to pre-qualify firms to provide

Architect-Engineer (A-E) and A-E related services Countywide for various maintenance and capital improvement projects. Through this Request for Qualifications (RFQ), the County will evaluate responding firms based on the qualifications and requirements established in this solicitation and will establish a Qualified Vendor List (QVL) consisting of firms determined to be qualified to perform the applicable A-E disciplines and services.

From the firms determined to be qualified and placed on the QVL, the County intends to select certain firms for initial contract awards, subject to approval by the Orange County Board of

Supervisors, as applicable. Firms that are determined to be qualified but are not selected for an initial contract award will remain on the QVL and may be considered for future contracting opportunities during the effective period of the QVL, subject to County needs, available contracting capacity, applicable procurement requirements, and required approvals.

Placement on the QVL does not guarantee the award of a contract, task order, minimum dollar amount, or any specific volume of work. Likewise, the award of a contract does not guarantee that any particular amount of work will be assigned. The County reserves the right, at its sole discretion and in accordance with applicable County policies and procedures, to make multiple contract awards and to utilize qualified firms from the QVL as future needs arise.

Contracts awarded as a result of this RFQ process shall have a maximum term of three (3) years.

At the conclusion of the applicable contract and/or QVL period, the County may issue a new solicitation to establish a new QVL and provide firms an opportunity to compete for future A-E services.

1.2 PROPOSED TIME SCHEDULE (SUBJECT TO CHANGE)

Release of RFQ: October 14, 2026

Question Period Ends: October 28, 2026, 2:00pm

RFQ Submittal Closing Date and Time: November 5, 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 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. Any interpretation of, or correction to, this solicitation shall be issued by the DPA. It is the responsibility of each Respondent to periodically check the County’s eProcurement Portal to ensure that they have received and reviewed any and all addenda to this solicitation.

The County will not be responsible for any other explanations, corrections to, or interpretations of the documents, including any information. If an addendum is issued, Respondents must acknowledge the addendum via the County’s eProcurement Portal.

All questions or requests for interpretations must be received within this solicitation by Wednesday, October 28, 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.

C. 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.

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

Portal.

https://procurement.opengov.com/portal/ocgov https://procurement.opengov.com/portal/ocgov mailto:procurement-support@opengov.com https://help.procurement.opengov.com/en/

E. All pages must be submitted on standard 8.5 x 11-inch sized document, 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.

F. 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.

G. 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 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.

H. 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.

I. 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.

J. 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.

K. 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.

L. 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.

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

N. 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.

http://www.dnb.com/

O. 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.

P. 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.

Q. After the closing date and time for receipt of Responses, evaluation, and if requested by the County, in-person 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 in-person 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 COMMUNICATION

Bidders are not to contact other County personnel with any questions or clarifications concerning this solicitation. All questions regarding this solicitation must be submitted via the Question

& Answer section of this solicitation within the County’s eProcurement Portal at:

https://procurement.opengov.com/portal/ocgov. Any County response relevant to this solicitation other than through or approved by County is unauthorized and will be considered invalid.

County's Deputy Procurement Agent, Jessica Loy, jessica.loy@ceo.oc.gov, will provide all official communication concerning this solicitation.

1.5 EVALUATION PROCESS AND CRITERIA

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

The committee 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.

http://www.usfcr.com/ https://procurement.opengov.com/portal/ocgov

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.

The evaluation panel will score the responding Consultant SOQs and develop a shortlist of firms to be placed on the Qualified Vendor List (QVL). At the discretion of the evaluation panel and based on evaluation results and County needs, highest-scored consultants from that QVL may be issued contracts, which may require County Board of Supervisors approval.

Note that once the QVL is established, at the time Consultants are chosen for specific projects, different scoring criteria may be applied to determine the successful consultant for the specific project under consideration. These criteria may include, but are not limited to, project specific considerations, in-person interviews, evaluation of references, negotiations, and past projects.

Proposals 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 Proposal, based upon the Respondent(s) submitted written materials.

Proposals 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 Proposal, 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 based on evaluation of the Proposal as measured against the Scoring Criteria.

Proposals will be evaluated from the most advantageous to the least advantageous to the County.

*Please note: These minimum qualifications must be verified for the Proposal to be deemed responsive. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the RFQ.

A. Minimum Qualifications/Requirements:

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:

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

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

(3) years;

3. The Respondent must have conducted similar work as is being requested in this SOQ;

4. The Respondent must possess a valid Professional XXXXXX license in the state of

California.

B. Written SOQs Scoring Format

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

https://procurement.opengov.com/portal/ocgov/projects/306461/document?section=2940340

* NOTE: RESPONDENTS SUBMITTING EXCEPTIONS TO THE COUNTY MODEL

CONTRACT LISTED IN SECTION III OF THIS RFQ, SHALL RECEIVE A SCORE OF

“0” FOR THIS CRITERIA.

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 scored 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 a shortlist of qualified consultants (“QVL”) to the County DPA. At the time services are required, a contract may be issued to a QVL consultant. Upon recommendation for placement on the QVL, consultants will be required to submit a fee schedule, which shall remain for the full term of the QVL. The County reserves the right to negotiate this fee schedule. Final award determination or placement on the QVL shall be subject to successful negotiations, reference checks, and past performance.

At the time A-E services are required, a contract up to Board threshold may be issued to a QVL consultant by negotiating project cost and scope of work independently upon each contract approval. Also based on evaluations and County needs, contracts over the Board threshold may also be awarded to a QVL consultant but will require Board of Supervisors approval.

Upon the completion of the evaluation process, the Evaluation Committee will make a recommendation for an award to DPA. Final award determination shall be subject to reference checks and past 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 multi-year contract with the County. After award of contract as each project is identified, the awarded firm 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 firm is selected for a specific project, the selected firm 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. 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 Section II, Part 1, H.

“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 supplier, will be required to submit to the County a federal Form W-9, or form W-8 for foreign suppliers. 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

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:

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

2. Seek publicly available information about the Respondents.

3. Conduct, or not to conduct, interviews and/or presentations with the highest-scored

Respondent(s).

4. 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.

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

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

7. 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;

8. 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;

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

10. 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.

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

12. Defer award of this Contract for a period of 180 days after the Bid opening. During this period, Bidders shall guarantee the prices quoted in their Bids. County and the responsive, responsible Bidder may mutually agree in writing to extend this deferral period.

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

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 Jessica Loy at jessica.loy@ceo.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), Jessica Loy at jessica.loy@ceo.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 Solicitation Results:

A. Protests related to solicitation results must be submitted to the Deputy Procurement

Agent, Jessica Loy at jessica.loy@ceo.oc.gov, no later than five (5) business days after the Notice of Solicitation Results is provided by the DPA.

B. Protests relating to solicitation results 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 contract negotiation and award or if necessary, file the item for approval by the Board of Supervisors.

Protest Process

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.

SECTION 3. SCOPE OF WORK

3.1 INTRODUCTION

County Executive Office - CPO on behalf of the County of Orange (County) a political subdivision of the State of California, a body corporate and politic, 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 “Task Order Contract Administration

Services” for use by Orange County a political subdivision of the State of California, a body corporate and politic, on an "as-needed" basis. No specified amount of work is guaranteed to A-E.

However, the amount of negotiated contracted work that will be required on an "as-needed" basis.

3.2 GENERAL DESCRIPTION OF SERVICES

The A-E will be contacted by County Project Management staff on an “as-needed” basis as projects arise to provide A-E for professional services. Requirements will be discussed by both Parties and

A-E 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. Orange County Project mailto:CPOAppeals@ocgov.com

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

The A-E 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 A-E 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 A-E shall also 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;

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, 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 A-E 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 SCOPE OF WORK

a. Extra Work

i. Extra work not described in the Contract may be required. In the event County

Project Manager or designee requires such work, additional compensation for this work shall be agreed upon by A-E and County Project Manager or designee prior to commencing any work. No extra work may be performed without written authorization. The appropriate fee and performance of such work shall be authorized in writing by the County Project Manager or designee and shall not exceed amount pursuant to the DCPM.

ii. In the event extra work is required, the schedule of fees previously submitted by the A- E in the proposal shall determine the basis of payment for extra work.

NOTE: Extra work does not include work directly related to completing project work as identified in Paragraph IV in this Scope of Work.

3. Work products

All deliverables/work products prepared by A-E pursuant to the CTOs, including but not limited to reports, working documents, original drawings, designs, specifications, exhibits, and notes, shall be the property of the County and shall be delivered to the County Project Manager or designee at its request any time during the term of the Contract.

4. Location of Services

All services will be performed at a location to be determined by County Project Manager or designee. When available, County Project Manager or designee will provide office space, a computer and services to carry out A-E required services. A-E will provide for their own transportation with associated costs, any field computers, cellular phones, and/or any other equipment as desired and needed to perform the work; these and all other additional costs shall be considered included in the overhead component of the A-E's hourly rates, unless specifically agreed to in writing on the applicable CTO.

5. Progress report and schedule

A-E shall submit a progress report and schedule update for each CTO on a weekly basis or frequency as required by County Project Manager or designee. A weekly project progress meeting may be required and will not be a substitute for the progress report and written schedule update.

3.4 SUBORDINATE CONTRACT

A-E shall perform services on an as-needed basis under Subordinate Contracts issued by the

County pursuant to this Regional Cooperative Agreement. Work under each Subordinate

Contract shall be authorized through written Task Orders issued by the County. No work shall commence until the applicable Task Order has been issued and, where required, a Notice to

Proceed (NTP) has been provided by the County.

Each Subordinate Contract shall establish the terms applicable to the project or participating agency. Individual Task Orders issued under the Subordinate Contract shall define the specific scope of services, deliverables, schedule, compensation, and any project-specific requirements for the authorized work.

Task Orders shall be developed by the A-E in coordination with County Project Management staff. The County Project Manager shall oversee the A-E's performance under each Task Order, including monitoring the work schedule, reviewing deliverables, verifying invoiced amounts, ensuring adherence to the approved budget, and coordinating internal review of project submittals.

The A-E shall perform all services in accordance with the applicable Task Order, the associated

Subordinate Contract, this Regional Cooperative Agreement, the project-specific Scope

Statement, and the Architect-Engineer Guide (Rev. July 2018).

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. SUPPLIER 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 20 single-sided pages Page Limit.

Note: Responses that exceed the page limit noted above may 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)

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*

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.

*Response required

5.1.2 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

5.1.3 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:

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

5.1.4 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

5.1.5 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

5.1.6 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

5.1.7 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 and Personnel System (CAPS) as an Auditor-

Controller vendor, will be required to submit to County a federal Form W-9, or form W-8 for foreign vendors. County will inform 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 Contract administrator, DPA, or the agency/department deputy purchasing agent the required W-9 or W-8.

You may upload the appropriate form here or comply within the ten (10) days as described above.

5.1.8 Conflict of Interest*

Respondent must certify and select option 1 or 2 below:

A. Respondent certifies current/past financial, business or other relationship(s) with the County exist/existed as follows:

A. Disclose any financial, business or other relationship with the County, any other entity that the County Board of Supervisors governs, or any County Board member, officer or employee, which may have an impact, affect or influence on the outcome of the services you propose to provide. Provide a list of current clients, employees, principals or shareholders (including family members) who may have a financial interest in the outcome of services you propose to provide.

B. Disclose any financial, business or other relationship within the last three (3) years with any firm or member of any firm who may have a financial interest in the outcome of the work.

2. Respondent certifies that no relationships exist/existed as outlined in item 1 above.

☐ Respondent certifies current/past financial, business or other relationship(s) with the County exist/existed as follows.

☐ Respondent certifies that no relationships exist/existed as outlined in item 1 above.

5.1.9 Statement of Compliance*

A statement of compliance with all parts of this RFQ or a listing of exceptions and suggested changes must be submitted in response to this RFQ. Respondent must certify either Yes OR

No:

• Yes: This response is in strict compliance with said Request for Qualifications, including the terms and conditions set forth in the Contract and its Attachments, and no exceptions thereto are proposed.

• No: This response is in strict compliance with said Request for Qualifications, including the terms and conditions set forth in the Contract and its Attachments, except for those proposed exceptions listed in a separate attachment hereto.

☐ Yes

☐ No

*Response required

When equals "No"

5.1.10 Attachment for each proposed exception must include:*

A. The RFQ page number and section of the provision Respondent is taking exception to;

B. The complete provision Respondent is taking exception to;

C. The Respondent’s suggested rewording;

D. Reason(s) for submitting the proposed exception; and

E. Any impact the proposed exception may have on cost, scheduling, or other areas.

*Response required

5.1.11 Non-Collusion Declaration*

Each Respondent must execute the Non-Collusion Declaration contained in the solicitation and submit it with the Response.

The County of Orange may require that the Respondent, before awarding any subcontract, secure

Non-Collusion Declarations from proposed Subcontractors. The County of Orange does not conduct business with Respondents who engage in the act of Collusion.

• Non-Collusion_Declaration.pdf

*Response required

5.1.12 Non-Collusion Declaration - A*

Has your firm ever initiated discussions with competing consulting firms about the payment structure of an existing or potential future contract with the County of Orange?

If Respondent selects Yes answer, Respondent must provide a brief explanation below. A

“Yes” answer may preclude you from moving forward in the solicitation Process.

https://government-project.s3.us-west-2.amazonaws.com/81429/1c13eac1-3f89-44aa-8bba-b111ca2469ec_Non-Collusion_Declaration.pdf

☐ Yes

☐ No

*Response required

When equals "Yes"

5.1.13 Reason for Collusion:*

*Response required

5.1.14 Non-Collusion Declaration - B*

Has your firm participated in any discussions with competing firms in an effort to influence the payment structure for existing or potential County contracts?

Respondent must select one (1). A “Yes” answer may preclude you from moving forward in the solicitation Process.

☐ Yes

☐ No

*Response required

When equals "Yes"

5.1.15 Provide names of competing firms: *

*Response required

5.1.16 Litigation against County of Orange in the past seven (7) years*

Respondent must certify either Yes or No:

A. (Yes) Respondent certifies current/past litigation as follows:

1. Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving Respondent, or any company that holds a controlling interest in Respondent, against County of Orange in the past seven (7) years.

B. (No) Respondent certifies that Respondent or any proposed subcontractors do not have any past or current litigation described above.

☐ Yes

☐ No

*Response required

When equals "Yes"

5.1.17 Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving any proposed subcontractors, or any company that holds a controlling interest in subcontractor firm(s), against County of

Orange in the past seven (7) years.*

5.1.18 Name/Ownership Changes*

Respondent must certify either Yes or No below:

A. (Yes) Respondent certifies past company name changes and/or ownership changes, for

Respondent’s firm and any proposed subcontractor firm, as follows:

1. Respondent shall provide detailed information regarding any company name changes

(including legal business names) in the past seven (7) years.

B. (No) Respondent certifies that Respondent or any proposed subcontractors have not had any company name change or ownership changes in the past seven (7) years.

☐ Yes

☐ No

*Response required

When equals "Yes"

5.1.19 Respondent shall provide detailed information regarding any company ownership changes (including legal business names) in the past seven (7) years. *

*Response required

5.1.20 Campaign Contribution Disclosure*

The Levine Act compliance is a minimum submittal requirement of this solicitation. A

Respondent’s failure to review the attachment “Campaign Contribution Disclosure Information” and provide a completed and signed copy of the attachment will render its Proposal submittal incomplete and nonresponsive.

Please complete and sign attachment “County of Orange Campaign Contribution Disclosure

Form” attached hereto.

• Levine_Act_-_Campaign_Contr...

*Response required

5.1.21 Homeless Service System Pillars Attestation*

Please download the below documents, complete, and upload.

• Homeless_Service_System_Pil...

*Response required

5.1.22 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.

☐ Please confirm https://government-project.s3.us-west-2.amazonaws.com/81429/9873d440-1ce2-4771-a1cb-e9878cb54485_Levine_Act_-_Campaign_Contribution_Disclosure_Form_-_2024-12.pdf https://government-project.s3.us-west-2.amazonaws.com/81429/e341f6d8-8ece-461a-afc1-d9d3fe019510_Homeless_Service_System_Pillars_Attestation.pdf

*Response required

5.1.23 Is your firm a County Of Orange Local Small Business (OCLSB) or a Disabled

Veteran Business Enterprise (DVBE)?*

To participate as an OCLSB and/or DVBE, the requirements in the OCLSB AND DVBE

PREFERENCE POLICIES CERTIFICATION REQUIREMENTS must be met.

☐ Yes

☐ No

*Response required

When equals "Yes"

5.1.24 OC Local Small Business (OCLSB) Preference And Disabled Veteran

Business Enterprise (DVBE) Certifications*

Instructions are located here: https://cpo.ocgov.com/doing-business-oc/preference-policies

• Local_Small_Business_(OCLSB...

*Response required

5.