Job Order Contract (JOC) for General Contracting Services.pdf

County of Orange, OC Public Works

Invitation for Bid for JOB ORDER CONTRACT (JOC) FOR GENERAL CONTRACTING SERVICES

IFB # IFB-080-3103302-TV

For more information, please visit our online supplier portal, located at https://procurement.opengov.com/portal/ocgov

COUNTY OF ORANGE

OC Public Works

PROCUREMENT SERVICES

601 N. Ross St. 4th Floor

Santa Ana, CA

92701

Date: Wednesday, September 23, 2026

INVITATION FOR BIDS

FOR: JOB ORDER CONTRACT (JOC) FOR GENERAL CONTRACTING SERVICES

BID MUST BE RECEIVED BEFORE:

October 13, 2026 / 2:00 pm

IFB # IFB-080-3103302-TV

Procurement Services Regular Office Hours:

8:00 AM to 5:00 PM

Monday through Friday

The office is closed between 12:00 PM and 1:00 PM

Table Of Contents

1. General Information

2. General Instructions and Provisions

3. Electronic Fund Transfer (EFT)

4. Protest Procedures

5. Scope of Work

6. Fees and Charges

7. Pricing

8. Vendor Responses

Attachments:

AA - Notice of Inviting Bids General Contracting Services

BB - Model Contract JOC General Contracting Services

CC - Pre-Qual List for JOC for General Contracting Services

DD - All_Bidders_Pre-Qualification_Notification_Letter

EE - Orange_County_District_Attorneys_Office_Public_Works_Unit_2023

FF - Construction Task Catalog® - Distribution

GG - Table of Contents - Distribution

HH - Technical Specifications - Distribution

II - Using The Construction Task Catalog® - Distribution

County of Orange IFB

OC Public Works - JOB ORDER CONTRACT (JOC) FOR GENERAL CONTRACTING SERVICES, IFB-080-3103302-TV

SECTION 1. General Information

1.1 IMPORTANT NOTICE

The County has attempted to provide all information available. It is the responsibility of each Bidder to review, evaluate, and, where necessary, request any clarification prior to submission of a bid. If any person contemplating submitting a bid in response to this IFB 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 must submit a written request for clarification/interpretation to the County Deputy Procurement Agent

(DPA), Thanh Vu, via the County’s online biding system.

1.2 CLARIFICATION/INTERPRETATION

If clarification or interpretation of this solicitation is considered necessary by County, a written addendum shall be issued and the information will be posted on County’s online bid system. Any interpretation of, or correction to, this solicitation will be made only by addendum issued by the County DPA. All addenda will be submitted and posted on the County’s online bidding system. It is the responsibility of each Bidder to periodically check the County’s online biding system 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 oral information.

All questions or requests for interpretation must be received by Wednesday, September 30, 2026 before 2:00 pm.

1.3 COMMUNICATION

Bidders are not to contact other County personnel with any questions or clarifications concerning this

Invitation for Bid (IFB). 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 IFB other than through or approved by County is unauthorized and will be considered invalid.

County's Deputy Procurement Agent, Thanh Vu, thanh.vu@pw.oc.gov, will provide all official communication concerning this IFB.

1.4 BID VALIDITY

Bids will be valid for a period of 180 days after IFB closing date.

1.5 LOBBYISTS

County of Orange does not require and neither encourages or discourages the use of lobbyists or other consultants for the purpose of securing business.

ORANGE COUNTY BOARD OF SUPERVISORS

AND COUNTY AGENCY OFFICERS

Board of Supervisors https://procurement.opengov.com/portal/ocgov

Janet Nguyen, First District Vicente Sarmiento, Second District

Donald P. Wagner, Chairman, Third District Doug Chaffee, Vice Chairman, Fourth District

Katrina Foley, Fifth District

County Agency Officers

Claude Parrish, Assessor Hugh Nguyen, Clerk-Recorder

Todd Spitzer, District Attorney-Public Administrator Don Barnes, Sheriff-Coroner

Shari L. Freidenrich, Treasurer-Tax Collector Andrew Hamilton, Auditor-Controller

SECTION 2. General Instructions and Provisions

2.1 BID SUBMISSION

Before submitting a bid, Bidders shall carefully examine the solicitation contents, including the Contract

Terms and Conditions and Scope of Work. Bidders shall include in their bid response a monetary sum to cover the cost of all items included in the Contract.

Note: Electronic Bids cannot be viewed by County until after the solicitation deadline. If you encounter any problems with your registration, system, bid submission, or other system issues, please contact OpenGov’s support staff via the live chat option or via email at procurement-support@opengov.com.

2.2 MANDATORY PRE-BID MEETING WEBINAR

All Bidders must be in attendance at the Pre-Bid Webinar Meeting in order to continue in the bidding process. The Pre-Bid Webinar Meeting will be conducted one time only. Attendance will be taken at the webinar meeting, at the beginning and the end of the meeting. Attendance during entire webinar is required.

A. PRE-BID INFORMATION

DATE: Thursday, September 24, 2026

TIME: 10:00 am – NO ONE WILL BE ADMITTED AFTER 10:10 am

LOCATION: Microsoft Teams meeting Join:

https://teams.microsoft.com/meet/256099781626389?p=1iK0OEOHUiRXIRK1hm Copy Full

Link to Browser Meeting ID: 256 099 781 626 389 Passcode: mS6K29Cv

B. The purpose of the Pre-Bid Meeting will be to discuss the Job Order Contract (JOC) concept, and discuss JOC from a Contractor’s perspective. For Contractors who are new to the JOC process, a training workshop will be part of the Pre-Bid Meeting.

2.3 BID SUBMITTAL

This is a fully electronic Invitation for Bid (IFB). Bidders must submit their bid through the County’s online bidding system to be considered responsive. Only electronic bids will be accepted, no exceptions. Once the mailto:procurement-support@opengov.com

Bid Due Date and Time has lapsed, bidders, the public and County staff are able to immediately see the results on OpenGov Procurement.

All bids are due no later than the due date and time specified within this solicitation. Late bids will not be accepted regardless of reason.

No person, firm or corporation shall be allowed to make or file or be interested in more than one bid, for the Job Order Contract. A person, firm or corporation who has submitted a sub-bid to a Bidder, or who has quoted prices on materials to a Bidder, is not hereby disqualified from submitting a sub-bid or quoting prices to other Bidders.

Bidders shall take all responsibility for any errors or omissions in their bids. Any discrepancies in numbers or calculations shall be interpreted to reflect the lowest price to the County.

The County shall not be liable for any expenses incurred by potential Bidders in the preparation or submission of their bids. Pre-contractual expenses are not to be included in the Contractor’s Pricing Sheet.

Pre-contractual expenses are defined as, including but not limited to, expenses incurred by Bidder in:

A. Preparing its bid in response to this IFB;

B. Submitting that bid to the County;

C. Negotiating with the County any matter related to the bid; and, D. Any other expenses incurred by the Bidder prior to the date of the award and execution, if any, of the Contract.

2.4 BONDS

Bonds shall be secured from an admitted surety company authorized to conduct surety insurance in

California and satisfactory to County Counsel and County Risk Management and in accordance with the

General Conditions.

A. Bid Bond: Bidder will be required to furnish a bid bond in an amount not less than 10% of the total Contract amount. Original bid security documents shall be received at the following address before 2:00 pm on the bid closing date or submittals shall be deemed non-responsive:

County of Orange/County Administration South Building

601 N. Ross St., 4th Floor

Santa Ana, CA 92701

Attn: Thanh Vu

B. Labor and Material Payment Bond and a Faithful Performance Bond: The successful Bidder, immediately upon award, will be required to furnish a Faithful Performance Bond and a Labor and

Material Payment Bond in the Full Amount of Contract. Sample bonds can be found attached to this IFB.

2.5 CONTRACTOR’S LICENSE

No bid may be considered from a Bidder who, at the time the bids are opened, does not possess a Class B license issued by the Contractors State Licensing Board to perform the project in accordance with Division

3, Chapter 9, of the Business and Professions Code of the State of California (see California Business and

Professions Code, Section 7000, et seq). However, if federal funds are involved, the Bidder must be properly licensed at the time of award (Public Contract Code 20103.5).

Bidders shall be required to meet any other legal, license or certificate requirements that are necessary to enable them to perform the services specified in this solicitation.

2.6 ACCEPTANCE/REJECTION/AWARD

A. Bids submitted in response to this IFB may become subject to public disclosure. The County shall not be liable in any way for disclosure of any such records. Additionally, all bids shall become the property of the County.

B. Bids will be reviewed by the County for responsiveness to all requirements. The County has the right to reject any bid deemed unresponsive or lacking the resources or experience to adequately perform the services described herein, and is therefore not a responsible bidder.

C. Only those responsible, responsive bids meeting all solicitation requirements and specifications shall be further reviewed for consideration for award. Award shall be based on the lowest, responsive, responsible bid.

Please take notice, non-acceptance of County of Orange terms and conditions will result in a bid being deemed non-responsive. The County will not accept any other terms, conditions, or provisions contrary to those contained within this solicitation.

D. Final award determination based upon the lowest responsive, responsible bid, may also include a review of successful Bidder’s qualifications, experience, and resources; Bidder’s ability to meet the requirements and perform the services specified in this solicitation; Bidder’s references and past performance; and Bidder’s acceptance of County of Orange terms and conditions.

E. Awarded Contractor will be required to sign a Contract upon award. If Contractor is a corporation, signature will be provided in accordance with the corporation’s code as specified in this solicitation.

2.7 RIGHTS RESERVED TO COUNTY

The County reserves the right to:

A. Waive, at its discretion, any 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.

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

Contract.

C. Make multiple awards to Bidders for services requested in this solicitation, at its sole discretion, to serve the best interests of the County.

D. Accept or reject in whole or in part any or all bids received as a result of this solicitation at its sole discretion and to solicit for new bids, as the best interest of the County may require.

E. Withdraw or cancel in part or in its entirety this solicitation at any time without prior notice and furthermore makes no representation that any contract will be awarded to any Bidder responding to this solicitation.

2.8 W-9 REQUIREMENTS

Department of the Treasury, Internal Revenue Service Form W-9 Requirement: Effective June 3, 2006, all Contractors, entering into a contract with the County, who are not already established in the

County's Financial System as an Auditor-Controller vendor, will be required to submit to the County a federal Form W-9, or form W-8 for foreign vendors.

In order to comply with this County requirement, within ten 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 Deputy Procurement Agent (DPA), Thanh Vu, the required W-9 or W-8.

SECTION 3. Electronic Fund Transfer (EFT)

If awarded, the County offers Bidder the option of receiving payment directly to its bank account via an

Electronic Fund Transfer (EFT) process in lieu of a check payment. Payment made via EFT shall also receive an Electronic Remittance Advice with the payment details via e-mail. An e-mail address shall need to be provided to County via an EFT Authorization Form. A copy of the EFT form is attached as an Exhibit to this solicitation.

SECTION 4. Protest Procedures

PROTEST PROCESS

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), Thanh Vu at thanh.vu@pw.oc.gov, no later than five (5) business days prior to the Closing Date of the solicitation. Protests received after the five (5) business-day deadline will not be considered by the County.

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

Protest of Award of Contract:

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

Agent, Thanh Vu at thanh.vu@pw.oc.gov, no later than five (5) business days after the Notice of Intent to Award is provided by the DPA.

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

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 mailto:CPOAppeals@ocgov.com 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 5. Scope of Work

5.1 SCOPE OF WORK

I. Contractor shall provide all labor, materials, tools, equipment, utilities, vehicles, and transportation services required to provide General Contracting Services under this Contract. Services may be provided, but may not be limited to, any facility or property which is owned, operated, or maintained by the County.

General Contracting Services shall be provided in accordance with the following, which are incorporated herein by this reference.

1. Construction Task Catalog® & Technical Specifications Titled: Job Order Contracting;

Dated September 2026 (to be available for download after the Pre-Bid Meeting).

2. All other requirements identified specifically in A Job Order Detailed Scope of Work, which include but not limited to drawings, additional specifications, as-built records, sketches, written scope narratives, standard specification from other local, state and federal agencies.

3. California Building Code and other codes, ordinances, rules, regulations, orders and legal requirements of Agency Having Jurisdiction which bear on the performance of the work.

4. Secured Facilities: The Contractor may be required to have their employees, subcontractors and/or a suppliers submit applications and complete security clearances prior to commencing any work in a secured County facility. Contractor employees, subcontractors and/or suppliers will be required to submit to fingerprinting and personal background checks as part of the security clearance process.

SECTION 6. Fees and Charges

Adjustment Factors: The Contractor’s two Adjustment Factors that will be applied against the prices set forth in the Contract Task Catalog®. These Adjustment Factors will be used to price out fixed price Job

Orders by multiplying the appropriate Adjustment Factor by the Unit Prices and appropriate quantities.

The formula below is an integral part of this bid and to be responsive the bidder shall quote for the total works above, and also shall complete and submit the award formula below.

The weighted multipliers are for the purpose of calculating an Award Formula only. No assurances are made by the County that Work will be ordered under the Contract in a distribution consistent with the weighted percentages. The Awarded Formula is only used for the purpose of determining the bid.

AWARD FORMULA

Line 1: Normal Working Hours - Adjustment Factor 1 _______________________

Line 2: Multiply Line 1 by (80) % _______________________

Line 3: Other than Normal Working Hours - Adjustment Factor 2 _______________________

Line 4: Multiply Line 3 by (20) % _______________________

Line 5: Add Lines 2 and 4 _______________________

The above Adjustment Factors are to be specified to four decimal places. Any alteration, erasure, or change must be clearly indicated and initialed by the bidder. All prices and information required on the bid form must be either typewritten or neatly printed in ink (use figures only). Line 5 above will be used to determine award to the lowest bidder. The County of Orange reserves the right to revise all arithmetic errors in calculations for correctness. The bidder agrees that if there are any discrepancies or questions in the figures, the County will use the lower figure despite the bidder’s intent. The County reserves the right to reject any and all bids and to waive any irregularities.

SECTION 7. Pricing

AWARD FACTOR IS DETERMINED BY THE NORMAL WORKING HOURS (ADJUSTMENT

FACTOR 1) AND OTHER THAN NORMAL WORKING HOURS (ADJUSTMENT FACTOR 2).

AWARD FACTOR = (ADJUSTMENT FACTOR 1 X 80%) + (ADJUSTMENT FACTOR 2 X 20%)

LINE 5 FROM AWARD FORMULA

AWARD FACTOR IS DETERMINED BY THE NORMAL WORKING HOURS (ADJUSTMENT

FACTOR 1) AND OTHER THAN NORMAL WORKING HOURS (ADJUSTMENT FACTOR 2).

AWARD FACTOR = (ADJUSTMENT FACTOR 1 X 80%) + (ADJUSTMENT FACTOR 2 X 20%)

LINE 5 FROM AWARD FORMULA

Line Item Description Unit AWARD

FACTOR

1 AWARD FACTOR (LINE 5: FINAL WEIGHTED

ADJUSTMENT FACTOR). FACTOR MUST BE

SPECIFIED TO FOUR DECIMAL PLACES.

SECTION 8. Vendor Responses

8.1 BID VALIDITY: *

Bids will be valid for a period of 180 days after the solicitation closing date.

☐ Please confirm

*Response required

8.2 LICENSE AND USER AGREEMENT*

This Click-Through Agreement (the “Agreement”) contains the terms and conditions upon which The

Gordian Group, Inc., a Georgia corporation (“Gordian”) grants to you (“Licensee”) a limited license to perform your obligations pursuant to the Client Contract (as defined below). Please read this Agreement carefully. By clicking “I Accept”, you acknowledge that you have read and accept the terms and conditions of this Agreement in its entirety.

IF YOU ARE ENTERING INTO THIS AGREEMENT WITHIN THE SCOPE OF YOUR

EMPLOYMENT OR IN CONNECTION WITH YOUR ENGAGEMENT AS AN INDEPENDENT

CONTRACTOR, THEN THE TERM “LICENSEE” INCLUDES YOUR EMPLOYER OR

PRINCIPAL CONTRACTOR, AS APPLICABLE, AND YOU WARRANT AND REPRESENT TO

GORDIAN THAT YOU ARE AUTHORIZED TO ACCEPT THIS AGREEMENT ON SUCH

EMPLOYER’S OR PRINCIPAL CONTRACTOR’S BEHALF.

WHEREAS, pursuant to the terms and conditions of a contract between Gordian and one or more mutual clients of Gordian and Licensee that has contracted with Licensee for construction services (“Client

Contract”), Gordian has agreed to provide Licensee with a limited license to Gordian’s Job Order

Contracting system (“JOC System”), and

NOW, THEREFORE, Gordian and Licensee agree to the terms and conditions of the following:

Gordian hereby grants to Licensee, and Licensee hereby accepts from Gordian for the term of the Client

Contract, a non-exclusive and nontransferable right, privilege, and license to Gordian’s proprietary JOC

System and other related proprietary materials (collectively referred to as “Proprietary Information”) to be used for the sole purpose of executing the Licensee’s responsibilities under the Client Contract for which

Licensee is utilizing the JOC system (“Limited Purpose”). Licensee hereby agrees that the Proprietary

Information shall include, but is not limited to, Gordian’s eGordian® JOC information management applications and support documentation, Construction Task Catalog® and any construction cost data and copyrighted materials contained therein, training materials, and any other proprietary materials provided to

Licensee by Gordian either electronically or through an alternative means of delivery. In the event the applicable Client Contract expires or terminates, this JOC System License shall terminate and Licensee shall return all Proprietary Information in its possession to Gordian.

Licensee acknowledges that Gordian shall retain exclusive ownership of all proprietary rights to the

Proprietary Information, including all U.S. and international intellectual property and other rights such as patents, trademarks, copyrights and trade secrets. Licensee shall have no right or interest in any portion of the Proprietary Information except the right to use the Proprietary Information for the Limited Purpose set forth herein. Except in furtherance of the Limited Purpose, Contractor shall not distribute, disclose, copy, reproduce, display, publish, transmit, assign, sublicense, transfer, provide access to, use or sell, directly or indirectly (including in electronic form), any portion of the Proprietary Information.

Licensee hereby agrees to pay Gordian a license fee of 1% of the value of work procured from Licensee by

Client (“Contractor License Fee”) pursuant to the Client Contract. Licensee further agrees to remit the

Contractor License Fee to Gordian within ten (10) days of Licensee’s receipt of a Job Order, Purchase Order or other similar purchasing document pursuant to the Licensee Contract. Licensee shall make payments payable to The Gordian Group, Inc. and shall mail the payments to P.O. Box 751959, Charlotte, NC 28275-

1959. All payments received after the due date set forth above will incur a late payment charge from such due date until paid at a rate of 1.5% per month.

Either party may terminate this Agreement in the event of: (1) any breach of a material term of this

Agreement by the other party which is not remedied within ten (10) days after written notice to the breaching party; or (2) the other party’s making an assignment for the benefit of its creditors, or the filing by or against such party of a petition under any bankruptcy or insolvency law, which is not discharged within thirty (30) days of such filing.

Licensee acknowledges and agrees to respect the copyrights, trademarks, trade secrets, and other proprietary rights of Gordian in the Proprietary Information during and after the term of this Agreement, and shall at all times maintain complete confidentiality with regard to the Proprietary Information provided to Licensee, subject to federal, state and local laws related to public disclosure. Licensee further acknowledges that a breach of any of the terms of this Agreement by Licensee will result in irreparable harm to Gordian for which monetary damages would be an inadequate remedy, and Gordian shall be entitled to injunctive relief (without the necessity of posting a bond) as well as all other monetary remedies available at law or in equity. In the event that it becomes necessary for either party to enforce the provisions of this

Agreement or to obtain redress for the breach or violation of any of its provisions, including nonpayment of any Contractor License Fees owed, whether by litigation, arbitration or other proceedings, the prevailing party shall be entitled to recover from the other party all costs and expenses associated with such proceedings, including reasonable attorney’s fees.

This Agreement shall be construed under the laws of the State of South Carolina without regard to choice of law principles. Both parties irrevocably consent to the jurisdiction and venue of the federal and state courts located in the State of South Carolina for purposes of any action brought in connection with this

Agreement or use of the Proprietary Information.

The parties agree that in the event of a conflict in terms and conditions between this Agreement and any other terms and conditions of the Client Contract, or any Job Order, Purchase Order or similar purchasing document issued to Licensee as it relates to the terms set forth herein, this Agreement shall take precedence.

☐ Please confirm

*Response required

8.3 CONTRACTOR INFORMATION

8.3.1 Name of Bidder*

Please state the Name of Bidder here.

If Bidder is a corporation, the legal name of the corporation shall be set forth in this section as the Name of Bidder and the name, title, and person authorized to sign contracts on behalf of the corporation shall be stated as well.

If Bidder is a partnership or joint venture, the true name of the firm shall be set forth as the Name of

Bidder and the name of the partner authorized to sign contracts on behalf of the partnership or joint venture shall be stated as well.

If submittal of this bid or signature of any document submitted with this bid is by an agent other than an officer of a corporation or a member of a partnership, a Power of Attorney must be on file with County prior to Bid opening, or must be submitted with the Bid; otherwise, the Bid may be rejected as non-responsive. You may upload this power of attorney under Additional Information later in this bid response.

*Response required

8.3.2 Bid Guaranty - Bid Bond?*

Is your Bid Guaranty in the form of a Bidder's Bond with a total of at least 10% of the Base Bid Amount?

If your Bid Guaranty is in the form of cash, a cashier's check, or a certified check then please select "No" here.

☐ Yes

☐ No

*Response required

When equals "Yes"

8.3.3 Bid Bond

Please upload a scan of your completed Bid Bond (and all applicable paperwork) here.

When equals "Yes"

8.3.4 Bidder Security - Other*

Please upload a statement stating the type of bid security used and the date on which it was submitted to the County.

NOTE: Chosen form of Original Bid Guaranty must be received by the County prior to the due date and time of this Bid or a Bid shall be deemed non-responsive.

*Response required

8.3.5 Contractor's License Number*

Please enter your Contractor's License Number as issued by the Contractor's State License Board.

*Response required

8.3.6 Contractor's Public Works Registration (DIR) Number*

Please enter your DIR (Department of Industrial Relations) Public Works Registration Number.

*Response required

8.3.7 Joint Venture?*

Are you (Bidder) operating as a Joint Venture?

If Bidder is a joint venture, then in accordance with Business & Professions Code Section 7029, every member of the joint venture shall be listed with its license information.

☐ Yes

☐ No

*Response required

When equals "Yes"

8.3.8 Joint Venture Members License Information*

Please provide the names of all members of your joint venture along with their contractor's license number and public works registration number.

*Response required

8.4 COMPANY PROFILE & REFERENCES

8.4.1 Company Legal Name*

*Response required

8.4.2 Company Legal Status*

Please state the status here (Corporation, Partnership, Sole Proprietor, etc.)

*Response required

8.4.3 Active Licenses*

Please state all active licenses issued by the California State Contractor's License Board to the company whose legal name is above.

*Response required

8.4.4 Corporate Office Address*

What is the address of the company's corporate office? Please provide the full street/mailing address.

*Response required

8.4.5 Local Business Address(es)*

Please provide the local business address for the company named above. If there are multiple local addresses then please provide all.

• Full address:

• Telephone Number:

• E-mail Address:

*Response required

8.4.6 Length of Time Firm Has Been In Business*

Please clearly state, in months and years, how long your firm has been in business.

*Response required

8.4.7 Length of Time At Current Location*

Please clearly state, in months and years, how long your firm has been in business at its current location.

*Response required

8.4.8 Regular Business Hours*

*Response required

8.4.9 Regular Holidays and Hours When Business Is Closed*

*Response required

8.4.10 Federal Taxpayer ID Number*

*Response required

8.4.11 DUNS Number*

Please provide your D-U-N-S Number

*Response required

8.4.12 Unique Entity Identifier Number (UEI)*

The County requires a valid UEI number with active registration status. Your company may obtain one at no cost at https://sam.gov/entity-registration.

https://sam.gov/entity-registration

Please note: All subcontractors must comply with these same requirements.

*Response required

8.4.13 Are you registered, active, and in good standing with the California Secretary of

State?*

☐ Yes

☐ No

*Response required

8.4.14 Corporation?*

Is your firm incorporated?

☐ Yes

☐ No

*Response required

When equals "Yes"

8.4.15 State of Incorporation?*

You have indicated that your firm is incorporated. Please provide the name of the State of

Incorporation.

*Response required

When equals "Yes"

8.4.16 Contract Signature Authority - Executive Signature*

If incorporated, please provide the name, contact number, and email of the person who would provide this signature authority. The Executive Signer Authority comes from the President, Vice-President, or

Chairperson of the Board.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "Yes"

8.4.17 Contract Signature Authority - Financial Signature*

If incorporated, please provide the name, contact number, and email of the person who would provide this signature authority. The Financial Signer Authority comes from the Secretary, Assistant

Secretary, Chief Financial Officer, or Treasurer.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "No"

8.4.18 Contract Signature Authority*

If not incorporated, please provide the name, contact number, and email of the person who has the binding and signature authority of this contract.

• Contact Full Name:

• Contact Title:

• Contact Number:

• E-mail Address:

*Response required

8.4.19 Sole Proprietor Under Different Name?*

Is your firm a sole proprietor doing business under a different name?

☐ Yes

☐ No

*Response required

When equals "Yes"

8.4.20 Sole Proprietor's Name*

You have indicated that your firm is a sole proprietorship doing business under a different name.

Please provide the sole proprietor's name and the name you are doing business under.

*Response required

8.4.21 Contact Person for Solicitation*

Please provide the following in relation to the point of contact for this solicitation:

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

8.4.22 Project Manager*

Please provide the following regarding who will be your project manager for this project:

• Project Manager Full Name

• Project Manager Telephone Number

• Project Manager Email Address

*Response required

8.4.23 Contact Person for Accounting*

Please provide the following in relation to the point of contact for Accounting:

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

8.4.24 Emergency Contact*

In the event of an emergency of declared disaster, the following is required:

• Contact Person Full Name (during non-business hours)

• Contact Person Telephone/Cellphone Number

• Contact Person Email Address

*Response required

8.4.25 Orange County Projects*

What is the number of projects that the Prime Contractor has completed in Orange County?

*Response required

8.5 BIDDER CERTIFICATION

8.5.1 Conflict of Interest*

Bidder must certify either Yes or No below:

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

A. (Yes) Disclose any financial, business or other relationship with the County of Orange, any other entity that the Orange County Board of Supervisors governs*, or any Orange County Board member, officer or employee, which could affect or influence award of the contract for the services you propose to provide.

B. (No) Bidder certifies that no relationships exist/existed as outlined in item I above.

*Orange County Board of Supervisors govern: All Assessment Districts, All Community Facilities

Districts, All Reassessment Districts, Housing and Community Development Commission, Housing

Successor Agency to the Orange County Development Agency, In-Home Supportive Services Public

Authority, Industrial Development Authority For Orange County, Local Redevelopment Authority

Marine Corp Air Station (MCAS) El Toro, Orange County Financing Authority, Orange County

Flood Control District, Orange County Housing Authority, Orange County Housing Authority

Acting As the Housing Successor Agency, Orange County Public Financing Authority, Orange

County Special Financing Authority, South Orange County Public Financing Authority, and the

Successor Agency to the Orange County Development Agency

☐ Yes

☐ No

*Response required

When equals "Yes"

8.5.2 Disclose any financial, business or other relationship with the County of

Orange, any other entity that the Orange County Board of Supervisors governs*, or any

Orange County Board member, officer or employee, which could affect or influence award of the contract for the services you propose to provide.* *Response required

8.5.3 Litigation*

Bidder must certify either Yes or No below:

Bidder certifies current/past litigation as follows:

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

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

☐ Yes

☐ No

*Response required

When equals "Yes"

8.5.4 Bidder 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 the County of Orange in the past seven (7) years.* *Response required

8.5.5 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"

8.5.6 Bidder shall provide detailed information regarding any company ownership changes (including legal business names) in the past seven (7) years. * *Response required

8.5.7 Statement of Compliance*

A. (Yes): Bidder certifies it is in strict compliance with this IFB, including, but not limited to the terms and conditions set forth in the Model Contract and its Attachments and Exhibits, and no exceptions are proposed.

B. (No): Bidder certifies it is in strict compliance with this IFB, including the terms and conditions set forth in the Model Contract and its Attachments and Exhibits, except for those exceptions expressly listed as required by this IFB and attached hereto. Attachments for each proposed exception to this IFB, including, but not limited to the Model Contract, must include:

1. The complete provision Bidder is taking exception to;

2. The IFB page number and section of the provision Bidder is taking exception to;

3. The suggested rewording (i.e., Microsoft Word track changes);

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

5. Any impact the proposed exception may have on the services to be provided.

☐ Yes

☐ No

*Response required

When equals "No"

8.5.8 Provide exceptions to the requirements of this IFB including the terms and conditions set forth in the Model Contract and its Attachments and Exhibits.* *Response required

8.6 MINIMUM EXPERIENCE/QUALIFICATIONS STATEMENT

The classification of contractor’s license required for the performance of this Project is Class B. Within the last ten (10) years, the Bidder shall have completed at least six (6) projects of similar size, scope, and complexity as this Project.

These must be projects that are not County of Orange projects and shall not be from the same owner.

8.6.1 Project Experience & Qualifications*

Please provide the following for at least six (6) projects completed over the last ten (10) years that had a similar scope to that of the project noted in this Invitation for Bids for which you were the prime contractor:

• Project Name/Description

• Owner/Agency

• Owner's Project Manager Name

• Owner's Project Manager's Phone Number

• Owner's Project Manager's Email Address

• Total Contract Amount of Project

• Date of Project Completion

You may provide more than the minimum number of projects if you wish.

*Response required

8.6.2 Experience & Qualifications Confirmation*

By confirming/acknowledging this Minimum Experience/Qualifications Statement, the Bidder certifies that the information provided is true and accurate. False or inaccurate information may result in the

Bidder being deemed non-responsive. (Reasonable approximations of quantities are acceptable.)

☐ Please confirm

*Response required

8.6.3 Financial Status*

Bidder shall indicate whether its principals, directors, or majority shareholder(s), or any company Bidder has held a controlling interest in, or which has held a controller interest in Bidder, has ever filed or has been involuntarily put into bankruptcy or has been declared bankrupt. If yes, attach statement indicating the bankruptcy date, court jurisdiction, trustee’s name and telephone number, amount of liabilities, amount of assets and current status of bankruptcy.

• No action pending

• No prior action

• Information Attached

☐ No Action Pending

☐ No Prior Action

☐ Information attached

*Response required

8.7 FORMS

8.7.1 Certification Regarding Debarment *

Please download the below documents, complete, and upload.

• CERTIFICATION_REGARDING_DEB...

https://government-project.s3.us-west-2.amazonaws.com/132866/22a69c85-9b3e-4060-9149-8867a5a96c07_CERTIFICATION_REGARDING_DEBARMENT_OC.pdf

8.7.2 Non-Collusion Declaration*

Please download the below documents, complete, and upload.

• Non-Collusion_Declaration.pdf

*Response required

8.7.3 In-Use Off-Road Diesel-Fueled Fleets Regulation form*

Please download the below documents, complete, and upload.

• In-Use_Off-Road_Diesel-Fuel...

*Response required

8.7.4 IRAN Contracting Affidavit*

Please download the below documents, complete, and upload.

• IRAN_Contracting_Affidavit.pdf

*Response required

8.7.5 The Levine Act: County of Orange Campaign Contribution Disclosure* The Levine Act compliance is a minimum submittal requirement of this solicitation.

Please complete and sign the County of Orange Campaign Contribution Disclosure Form attached hereto.

A Bidder's failure to provide a completed and signed copy will render its proposal as incomplete and nonresponsive.

• Levine_Act_-_Campaign_Contr...

*Response required

8.7.6 Contractor Safety*

Contractor shall comply with County’s Safety and Loss Prevention Policy and Procedure #306

(“Contractor Safety Responsibilities”) and submit a copy of its Injury and Illness Prevention Program

(IIPP) and Contractor Safety-Activity Checklist to the designated County Procurement staff as part of the solicitation and/or contract process. Contractor will notify County Project Manager of any revisions to the

Safety-Activity Checklist and will provide a new Safety-Activity Checklist upon County request. The

IIPP shall comply with California Code of Regulations, Title 8, Section 1509 or 3203 (whichever applies). Contractor shall submit other safety programs that pertain to the type of job that will be performed on site. County reserves the right to conduct inspections and audits as necessary for the purpose of evaluating any aspect of safety performance under this Contract.

Last Revision: 5/13/22

*Response required

8.7.7 Contractor's Pricing*

Please download the below documents, complete, and upload.

• Contractor_Pricing.pdf

*Response required https://government-project.s3.us-west-2.amazonaws.com/132866/6e10352e-3491-40ac-9988-89f473e2cf1f_Non-Collusion_Declaration.pdf https://government-project.s3.us-west-2.amazonaws.com/132866/5983dc7e-63a2-43be-ad9b-1d67428db0ce_In-Use_Off-Road_Diesel-Fueled_Fleets_Regulation.pdf https://government-project.s3.us-west-2.amazonaws.com/132866/a39c6ff8-e03d-4cec-b8d1-bba85f0590ae_IRAN_Contracting_Affidavit.pdf https://government-project.s3.us-west-2.amazonaws.com/132866/572e5f89-c7b7-4576-ae83-59304adc8c2a_Levine_Act_-_Campaign_Contribution_Disclosure_Form_-_2024-12.pdf https://bit.ly/3ayTivx https://bit.ly/3ayTivx https://bit.ly/3FK0t2n https://government-project.s3.us-west-2.amazonaws.com/205565/e0079573-62d4-47ee-9255-9551b575d41b_Contractor_Pricing.pdf

8.7.8 Confirmation of Forms and Supplemental Documents*

Please confirm that all the forms within this section have been completed accurately to the best of your knowledge and as requested and required by this Invitation for Bids.

☐ Please confirm

*Response required

8.8 FINAL SUBMITTAL INFORMATION

8.8.1 Additional Information (if needed)*

For any additional information requested or required by any of your previously provided answers please upload that additional documentation here.

This includes any power of attorney that may be required as a part of this bid response.

*Response required

8.8.2 Submittal Confirmation*

The Bidder declares that the only persons or parties interested in this Bid are those named herein; that this

Bid is made without collusion with any other person or entity; that the Bidder is fully informed of the conditions relating to the work to be performed; that the Bidder has carefully reviewed and complied with the Instructions to Bidders; that Bidder has carefully reviewed the Agreement, General Conditions, Plans, Special Provisions, and all other Contract Documents. The Bidder agrees that upon acceptance of this Bid by the award of the Contract, the Bidder has entered into a contract with the County of Orange, a political subdivision of the State of California (“County”), to provide all the necessary labor, materials, machinery, tools, apparatus, and other means for construction, and to complete all work as specified in the Contract

Documents in the manner, time, and according to all requirements, terms, and conditions set forth in the

Contract Documents.

The Bidder must be an individual or entity holding a valid California State Contractor’s License (number and classification as set forth in the Instructions to Bidders) in accordance with the requirements of this

Bid and Business & Professions Code Section 7028.15. By electronically submitting this Bid, Bidder certifies that the Contractor's License referenced above is in good standing and has been properly issued to Bidder.

Bidder confirms that they have read and understand and agree to the terms and conditions herewith, and are submitting a bid in response to this solicitation.

☐ Please confirm