Exhibit_2_-_Local_Small_Business_Preference_and_Disabled_Veteran_Business_Enterprise_Certification_Requirements_(new).pdf

County of Orange HRS Employee Benefits

RFP # 017-202406-MC

HRA Plan Administration and Investment Services

File Folder No.: 017-2700201

EXHIBIT 2

COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB)

PREFERENCE AND DISABLED VETERAN BUSINESS ENTERPRISE

(DVBE) CERTIFICATION REQUIREMENTS

(Complete this section and submit as Part 6 of the Proposal. Refer to Section I. C.5 If not applicable, include the form and type N/A at the top.)

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

a. A local small business must be certified with State of California the Department of General Services (DGS) as a Small Business -https://caleprocure.ca.gov/pages/sbdvbeindex.aspx

b. Upon certification as Small Business with DGS, the local small business shall access the OCLSB Preference portal at OCLSBverify.com, search their legal company/business name in the County’s database and print the OCLSB Certification.

i. Business name shall match the Company Legal Name specified on the Company

Profile.

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

d. Complete and sign the Affirmation form attached herein. The signed Affirmation form and the OCLSB Certification are required and must be returned with the solicitation response in order to compete as an OCLSB.

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

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

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

c. Complete and sign the Affirmation form attached herein. The signed Affirmation form and the DVBE Certification are required and must be returned with the solicitation response in order to compete as a DVBE.

3) OCLSB or DVBE Preference provides for the following:

a. Invitation for Bid – IFB

When the lowest bidder is not an OCLSB or DVBE, the sole lowest certified OCLSB or DVBE within five percent (5%) of the lowest bidder shall be given the opportunity to price match the lowest bid. To participate in either preference policy, the sole lowest qualified

RFP # 017-202406-MC

HRA Plan Administration and Investment Services

OCLSB or DVBE must accept the County’s offer to price match within three (3) business days from the County’s offer, unless otherwise specified by the County. If two or more OCLSBs or DVBEs have tied bids within the 5%, the County shall request best and final bids from each OCLSB or DVBE, which shall price match the lowest bid or better. If the best and final bids are tied, the County shall determine the contract award based on the County’s best interest

b. Request for Proposal - RFP

An extra five percent (5%) shall be applied to the tallied score of each certified OCLSB or DVBE to obtain the final score. If the final score of any OCLSB or DVBE matches the final score of a non-OCLSB or non-DVBE, preference shall be given to the certified OCLSB or DVBE. If two or more OCLSBs or DVBEs have the same final score, the County shall determine the contract award based on the County’s best interest.

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

a. Business Certified as OCLSB and DVBE

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

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RFP # 017-202406-MC

HRA Plan Administration and Investment Services