Rev: 03/26/2024

REQUEST FOR BIDS (RFB) 13322

JOB ORDER CONTRACT (JOC) NO. 379 FOR

C-20 MECHANICAL CONTRACTOR’S LICENSE

5560 Overland Avenue, Suite 270

San Diego, California 92123

Pre-Qualification: In accordance with Board of Supervisors Policy F-41, only those contractors that have been prequalified by the County are eligible to submit a bid in response to this RFB. The County’s list of prequalified contractors may be found at https://www.sandiegocounty.gov/content/sdc/purchasing.html.

Additional information on the prequalification process may be found at https://www.sandiegocounty.gov/content/sdc/purchasing/DoingBusiness.html.

The County of San Diego (“the County”) is seeking bids from firms (“Offerors”) for a Job Order Contract, a competitively bid, firm fixed priced indefinite quantity contract (“JOC”). It includes a collection of detailed repair and remodel tasks and specifications that have established Unit Prices. It is placed with a contractor for the accomplishment of repair, remodeling (including but not limited to alteration, modernization, maintenance or rehabilitation), or other repetitive work on buildings, structures, or other real property at different locations throughout the County, as authorized by California Public Contract Code § 20128.5. Ordering is accomplished by means of issuance of a Job Order against the Contract. If the need arises, the County reserves the right to require the Successful Offeror to work at any location or facility under the jurisdiction of the County.

The Successful Offeror, under the JOC contract, furnishes all management, labor, materials, and equipment needed to perform the work, unless otherwise specified. The bid documents include a SimplebidTM Unit Price Book (“UPB”) containing construction tasks with preset unit prices. All unit prices are based on local labor, material, and equipment prices and are for the direct cost of construction.

The Catalog of Construction Tasks is priced at a net value of 1.0000. The bid shall be an increase (e.g., 1.1000) or decrease (e.g., 0.9500) to the Unit Prices listed in the SimplebidTM Unit Price Book. Offerors that submit separate Adjustment Factors for separate Unit Prices will be considered non-responsive, and their bids will be rejected.

The County selected Facility Optimization Solutions, LLC (“FOS”) Job Order Contracting Solution for its JOC program.

The FOS SimplebidTM Program includes FOS’s proprietary JOC Software and JOC Applications, construction cost data, and the SimplebidTM Unit Price Book, which the Successful Offeror shall use solely to fulfill its obligations under this Contract, including the preparation and submission of Job Order Proposals, Price Proposals, subcontractor lists, and other requirements that the County specifies.

The work under this Contract will be set forth in the Detailed Scopes of Work set forth in the individual Job Orders. The Successful Offeror must complete each Job Order Detailed Scope of Work for the Job Order Price within the Job Order Completion Time.

https://www.sandiegocounty.gov/content/sdc/purchasing.html https://www.sandiegocounty.gov/content/sdc/purchasing/DoingBusiness.html

COUNTY OF SAN DIEGO – REQUEST FOR BIDS 13322

JOC 379 FOR C-20 MECHANICAL CONTRACTOR’S LICENSE

The County anticipates awarding one (1) contract to the lowest responsive, responsible Offeror based upon the lowest Composite Adjustment Factor for each bid package listed. A separate bid is required by each Offeror wishing to bid each contract. In the event that an Offeror is the low Offeror for more than one County JOC contract, or otherwise holds or stands to hold more than one County JOC contract simultaneously, the County reserves the right as part of its pre-award survey to conduct detailed analysis specifically as to that Offeror’s responsibility to fulfill the demands inherent in holding multiple JOC contracts, including requiring that Offeror submit detailed financial statements, provide staffing plans, submit all active contracts with other public entities, and undergo interviews with relevant County staff. The JOC award under this solicitation will have a Minimum Contract Value of $0 and a Maximum Contract Value of $5,000,000 (statutory maximum adjusted for CPI as of January 1, 2015).

The County will issue Job Orders based on the Successful Offeror’s performance, ability to execute the workload, and staffing, as well as the availability of funded and/or approved projects. The number, dollar value, and sequence of Job Order issuance shall be decided solely at the discretion of the County. The County may issue, to the Successful Offeror, Job Orders totaling the Maximum Contract Value during the term of the Contract; however, the Successful Offeror is not guaranteed to receive this volume of Job Orders. All Job Orders issued during the term of this contract shall be valid and in effect notwithstanding that the Job Order Detailed Scope of Work may be performed, payments may be made, and the guarantee period may continue, after such period has expired. All terms and conditions of the contract apply to each Job Order.

Offerors shall, at the time of submitting a bid, be registered with DIR and possess an active California State Classification, C-20 Mechanical Contractor’s License.

The County is requiring that all Successful Offerors report to the County Operations Center, 5560 Overland Avenue, San Diego, CA 92123 within one (1) hour of notification of award.

The Basis of Award will be the total of 80% of Normal Working Hours Adjustment Factor added to 20% of Other Than Normal Working Hours Adjustment Factor (“Composite Adjustment Factor”). The County will award to the lowest responsive and responsible Offeror based upon the lowest Composite Adjustment Factor.

The resulting Contract will be for a term of one (1) year or until expenditure of the maximum potential value of the Contract, whichever occurs first.

The Contracting Officer for this solicitation is Nathaniel Pimentel, Procurement Specialist (nathaniel.pimentel@sdcounty.ca.gov)

This RFB package includes:

Part 1. BIDDING INFORMATION

This Cover Letter to the RFB RFB Instructions and Rules

Part 2. DOCUMENTS TO BE EXECUTED BY OFFEROR Bid Form Noncollusion Affidavit Representations & Certifications Nondisclosure Indemnification Agreement Signature Page Bidder’s Bond

Part 3. DOCUMENTS TO BE EXECUTED BY THE SUCCESSFUL OFFEROR Contract Corporate Certificate Partnership Certificate Contractor’s Certificate Regarding Worker’s Compensation Performance Bond Payment Bond mailto:Martha.Trevejo@sdcounty.ca.gov

Management Plan

Part 4. CONTRACT CONDITIONS General Conditions

SCHEDULE

Below is the County’s timeline for this RFB. This timeline is subject to change at any time. The County will issue an addendum for changes to the Pre-Bid Conference date, Questions due date, or Bid due date. The actual timing and sequence of events resulting from this RFB shall ultimately be determined by the County.

Event Description Date and Time (San Diego Time) Pre-Bid Conference August 3, 2026 at 10:00 a.m – 11:00 a.m Questions due August 10, 2026 prior to 5:00 p.m.

Bids due August 25, 2026 prior to 2:00 p.m.

PRE-BID CONFERENCE

A pre-bid conference will be held on the Date and Time listed in Schedule by video/teleconference using the Microsoft Teams platform. To participate, Offerors must indicate their intent to attend by 2:00 p.m. (local time) on August 3, 2026 via email to nathaniel.pimentel@sdcounty.ca.gov to receive Microsoft Teams information. The County will provide an overview of the JOC concept, explain the JOC process, explain affirmative action requirements (reference San Diego County Code of Administrative Ordinances Article IIIk (beginning at Sec. 84)) and Disabled Veterans Business participation, bidding and contracting procedures, and answer questions. Requests for clarification related to definition or interpretation of this RFB shall be submitted in writing as Questions, in accordance with Section 7 of the RFB Rules and Instructions (Duty to Inquire, Questions, and Explanation to Offerors).

Attendance at the pre-bid conference is encouraged but not mandatory.

BID OPENING

The County will conduct a public bid opening using the Microsoft Teams platform instead of in-person attendance.

Virtual bid opening link: DPC Bid Opening

You may also join by phone by calling 1-619-343-2539, Phone conference ID: 979 022 535#

A bid abstract and the bids received will be posted on BuyNet after the bid opening.

BID SUBMITTAL

Offeror must submit a complete original bid in accordance with the format provided in this solicitation to the County of San Diego, Department of Purchasing and Contracting through electronic upload to BuyNet, or via sealed envelope at the Purchasing and Contracting front desk, before the Date and Time listed in the Schedule.

• Offerors are advised to review Section 2 of this RFB’s Instructions and Rules regarding acceptable formatting of documents and signatures.

• When submitting via BuyNet, Offeror should allow for sufficient time to submit by an alternate method in the event of technical difficulties.

• Offerors are advised to review the County’s COVID-19 Updates for County Contracts and Contractors, found at https://www.sandiegocounty.gov/content/sdc/purchasing/COVID-19_Updates.html, for any guidance that may affect bid submission procedures.

• The County’s decision about the timeliness or responsiveness of any submitted document shall be final, and the County has the discretion to waive or not waive any defect or nonconformance.

QUESTIONS

Offerors shall submit Questions regarding this RFB in writing to the Contracting Officer by the Date and Time listed in the Schedule, in accordance with Section 7 (Duty to Inquire, Questions, and Explanation to Offerors) of this RFB’s Instructions and Rules. Oral explanations or responses to Questions will not be binding upon the County.

mailto:EMAIL.ADDRESS@sdcounty https://teams.microsoft.com/l/meetup-join/19%3ameeting_OWU0NWUzOGItYWZhMS00OTM5LTk2MTYtNjU2YzU5ZjNhYjUx%40thread.v2/0?context=%7b%22Tid%22%3a%224563af13-c029-41b3-b74c-965e8eec8f96%22%2c%22Oid%22%3a%2234b047f6-17e4-491a-a857-5c2ca53464d6%22%7d https://www.sandiegocounty.gov/content/sdc/purchasing/COVID-19_Updates.html

The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/. Offerors should go to BuyNet for the most up-to-date information and to submit Questions and bids. In order to see all information related to this RFB, to submit Questions, and to receive notifications of updates, Offerors must select “Participate in RFx” for this solicitation in BuyNet.

https://sdbuynet.sandiegocounty.gov/

PART 1 – BIDDING INFORMATION

1-2

RFB INSTRUCTIONS AND RULES

1. RFB PROCESS

1.1. RFBs shall be available on the County of San Diego’s BuyNet Website, at https://sdbuynet.sandiegocounty.gov/. Potential Offerors that are unable to download from the BuyNet Website may request a hard copy of the RFB from Purchasing and Contracting’s front desk or from clerical support at (858) 505-6367.

1.2. The County reserves the right to host pre-bid conference(s). If scheduled, the date, time, and location for the pre-bid conference(s) will be as set forth in this RFB or as otherwise provided on BuyNet.

1.3. Offerors should submit all Questions by the due date and time specified in the cover letter to this RFB. Questions received after the due date may or may not be addressed.

1.4. The County will open publicly all timely-submitted bids following the due date and time.

1.4.1. The County will post bids received and the abstract of responses to BuyNet after the bid opening.

1.5. The posted bid opening abstract of responses serves as Notice of Intent to Award (“NOI”) to the apparent low Offeror(s).

1.6. The County will evaluate bids received for conformance to the requirements of this RFB through a pre-award survey process. As a result of the pre-award survey, County may determine that a bid is non-responsive to the County’s bid requirements or was submitted by a non-responsible Offeror, as described in Section 3 below.

1.7. In the event the County finds an apparent low bid to be non-responsive or to have been submitted by a non-responsible Offeror pursuant to Section 3 below, the County will post a revised NOI.

The County may rescind or modify the NOI at any time.

1.8. If the County awards a contract, the County will award to the lowest responsive, responsible Offeror(s) based upon the lowest Composite Adjustment Factor as determined by the County’s evaluation (“Successful Offeror”). Bids are subject to acceptance at any time within ninety (90) days after bid opening. This period may be extended by mutual agreement of County and Offeror.

1.8.1. In the event that an Offeror is the low Offeror for more than one County JOC contract, or otherwise holds or stands to hold more than one County JOC contract simultaneously, the County reserves the right as part of its pre-award survey to conduct detailed analysis specifically as to that Offeror’s responsibility to fulfill the demands inherent in holding multiple JOC contracts, including requiring that Offeror submit detailed financial statements, provide staffing plans, submit all active contracts with other public entities, and undergo interviews with relevant County staff.

1.9. Offeror’s submittal of this bid constitutes an offer that, upon County’s acceptance forms a binding contract that incorporates the Agreement, among all other terms of this RFB. Without limiting the foregoing, Offeror agrees to execute and deliver a revised contract document reflecting the final contract award and such additional documents and instruments as may be reasonably required in order to carry out the purposes of this RFB and the intentions of the parties.

1.10. In the event that Offeror is involved in a merger, acquisition, or other change in control, the County reserves the right to award a contract to a resulting entity.

1.11. The County may, at any time, restart evaluations or correct any deficiencies in the procurement process or evaluation.

1.12. The County, in its sole discretion, shall determine the timing and sequence of events resulting from this RFB.

1-3

2. INSTRUCTIONS FOR SUBMITTING A BID

2.1. It is Offeror’s sole responsibility to submit a bid based on the most current RFB, addenda thereto, responses to Questions, any diligence material made available by the County, and any other information posted on BuyNet. Offerors must consistently check BuyNet for information and requirements and are responsible for complying with anything posted on BuyNet relating to this RFB. The County has no obligation to contact Offerors directly with any such RFB related information.

2.2. Offerors shall submit one original bid prior to the date and time specified and through the means specified in the cover letter to this RFB.

2.2.1. For bids submitted electronically through BuyNet, the time on the BuyNet server shall be considered the official time for purposes of determining timely submittal.

2.2.2. For bids submitted at the Purchasing and Contracting front desk, the time stamp at the front desk shall be considered official time for purposes of determining timely submittal.

2.2.3. In the event of multiple submittals of an original bid by Offeror, the County will only consider the most recent submittal submitted by the due date and time. The County will not review or consider previous submittals, whether submitted at the front desk or through BuyNet. Offerors are strongly encouraged to submit only one original bid and withdraw or replace any previous submittals in the event that they choose to update their bid. Bids may be found non-conforming if the County is unable to determine which is the most recent, timely submittal.

2.3. Bids must be submitted using the County forms provided in this RFB, accepting the County’s statement of work, terms and conditions, and other requirements without condition. Bids containing modifications, conflicting information, or competing terms may be found non-responsive. Offerors are advised to submit only the requested information.

2.3.1. All bids shall be signed by an authorized officer or employee of Offeror. The name, title, mailing address, email address, and phone number of the authorized officer or employee shall be included. Scanned images of pages containing original signatures are acceptable for submission of an electronic file. Electronic or digital signatures will not be accepted.

2.4. The bid must be submitted in compliance with the following format, unless otherwise specified in this RFB:

2.4.1. Submit electronic bids as files in .pdf format. Separate each exhibit into one or more files.

Clearly name files as to the exhibit and order. Pages requiring signatures must be scanned from an original signature. Other pages may be scanned or converted to .pdf from other file formats. Converted and searchable formats are preferred.

2.4.2. All information submitted with your bid shall be formatted to print on 8-1/2” x 11” page size with no less than ½” margins and eleven (11) point font.

2.4.3. All information submitted with your bid shall be formatted as black ink on white background/paper with no shading, or otherwise suitable for black and white reproduction.

2.4.4. If submitting your bid at the Purchasing and Contracting front desk, it must be submitted in a sealed envelope with “RFB” and the RFB number prominently marked on the outside of the envelope.

2.5. Your bid must be organized in accordance with this RFB. The bid shall include the following completed and, if applicable, signed documents:

2.5.1. Bid Form

2.5.2. Noncollusion Affidavit

2.5.3. Representations and Certifications

2.5.4. Nondisclosure Indemnification Agreement (if applicable)

2.5.5. Signature Page

2.5.6. Bid Security.

2.6. Confidential/Proprietary Information

1-4

2.6.1. Offeror shall submit no confidential/proprietary information, including PI (Personal Information), PII (Personally Identifiable Information), or PHI (Protected Health Information), in the supplemental information. Responses that include the confidential/proprietary information shall refer to the response contained within the Confidential/Proprietary exhibit (for example: If Submittal Item #1 requires staff Social Security Numbers, the response to Submittal Item #1 shall reflect “see response #1 contained within Confidential/Proprietary exhibit).

2.6.2. Submit a separate Confidential/Proprietary exhibit (if applicable). The County is a public agency subject to the disclosure requirements of the Public Records Act, California Government Code Section 6250 and following. The County of San Diego intends to publish bids received and resulting contracts, to its public web site. If confidential/proprietary information is contained within the submission:

2.6.2.1. It must be submitted in a separate clearly labeled exhibit with all pages marked as “CONFIDENTIAL/PROPRIETARY EXHIBIT”.

2.6.2.2. Offeror must provide a signed Nondisclosure Indemnification Agreement.

2.6.2.3. It shall only contain supplemental information. In accordance with the California

Public Records Act, the County will not treat pricing or any bid forms as confidential.

2.7. Bid Pricing

2.7.1. Each Offeror must submit two price adjustment factors to be responsive. These same adjustment factors will apply to all the work tasks listed in the contract documents and every Pre-priced Task in the SimplebidTM Unit Price Book.

2.7.1.1. The first Adjustment Factor will apply to work anticipated to be accomplished during “Normal Business Hours.” “Normal Business Hours” shall mean Monday through Friday, between 6:00 am and 6:00 pm, excluding County Holidays.

2.7.1.2. The second Adjustment Factor will apply to work anticipated to be accomplished on “Other Than Normal Working Hours.” “Other Than Normal Working Hours” shall mean (i) Monday through Friday between 6:00 pm and 6:00 am; and, (ii) Saturdays, Sundays, and County Holidays.

2.7.1.3. The Other than Normal Working Hours Adjustment Factor must be greater than the Normal Working Hours Adjustment Factor.

2.7.2. Each Offeror must provide all prices and notations so that they are clearly legible and in ink or typewritten. No erasures are permitted. Mistakes may be crossed out and corrected, though such mistakes must be initialed in ink by person signing the bid.

2.7.3. Prices shall be fixed during the performance of the Agreement and shall not be subject to adjustment, except as explicitly set forth in the Agreement. Offeror accepts the risk of any changes to Offeror’s costs during the term of the Agreement.

2.8. Required Bonds

2.8.1. Bid Security (Submit with Bid)

2.8.1.1. Offeror shall submit each bid with accompanying cash, certified or cashier’s check, or bidder’s bond executed by an admitted surety insurer as defined in California Code of Civil Procedure § 995.120 (“Bid Security”), in an amount of not less than ten percent (10%) of the maximum contract value. Bid Security shall be serve as a guarantee that the Successful Offeror will, within the period that the County requires, execute the revised contract and provide any required bonds. If the Successful Offeror fails to so execute and provide, the Bid Security shall be forfeited to the County or the principal and surety on the bond shall be liable to the County for the principal amount thereof in accordance with the bond’s terms. Any Attorney‑in‑Fact shall attach a certified copy of the Power of Attorney.

1-5

2.8.1.2. The County will return or release the Bid Security only if: (i) the County does not award the contract within the specified acceptance period (or such further period of time as may be agreed upon in writing between the County and Offeror), or (ii) the Successful Offeror executes and delivers to the County the required contract documents and bonds.

2.8.2. Performance Bonds

2.8.2.1. The Successful Offeror(s) shall provide the County with a performance bond using the County form, included herein, issued by an admitted surety insurer as defined in California Code of Civil Procedure § 995.120 and in a sum equal to one hundred percent (100%) of the total contract price within ten (10) days of contract award. Offeror shall include the cost of providing the bond in the bid price; no additional compensation will be allowed. If the Successful Offeror fails to timely provide the performance bond, the County may, at its option, enforce the bid bond or retain the Bid Security, determine that the Successful Offeror is in default, and/or take any other enforcement action.

2.9. All bids become the property of the County. Offeror may request the return of its bid upon withdrawal as specified in Paragraph 5, which return County may grant or deny in its sole discretion.

2.10. County has the right to withhold all information regarding this procurement (other than information disclosed through public bid opening) until after contract award, including, but not limited to, the County pre-award survey and results. Information releasable after award is subject to the disclosure requirements of the Public Records Act, California Government Code § 6250.

2.11. Prevailing Wage. County public works projects are subject to compliance monitoring and enforcement by the California Department of Industrial Relations (DIR), in accordance with California Labor Code § 1771.4(a)(1). A contractor or subcontractor shall not be qualified to bid on, be listed in a bid proposal, or engage in the performance of any contract for public work, as defined in California Labor Code §1720 et seq., unless currently registered and qualified to perform public work pursuant to Labor Code § 1725.5. See Cal. Labor Code § 1771.1(a). The Successful Offeror must post the job site with all notices required by regulations per California Labor Code §1771.4(a)(2), whether or not the County also posts such notices.

2.12. Contractor’s Licensing Laws. Attention is directed to the California Contractor’s License Law, Section 7000 et seq. of the California Business and Professions Code, concerning the licensing of contractors. Any Offeror or contractor not properly licensed may be subject to penalty and will not be considered for award. Contractors are required by law to be licensed and are regulated by the Contractors’ State License Board. Any questions concerning a contractor’s licensure or status may be referred to the Registrar, Contractors State License Board, 3132 Bradshaw Road, Sacramento, CA 95826. Offeror must be properly licensed in California on the date that it submits its bid, unless federal funds are involved. See Cal. Business & Profession Code § 7028.15. If federal funds are involved, Offeror shall be properly licensed in California at the time of contract award. See Cal. Public Contract Code § 20103.5. In such instances involving federal funds, failure of Offeror to obtain proper and adequate licensing for an award of contract shall constitute a failure to execute the contract and shall result in the forfeiture of Offeror’s security.

2.13. Designation of Subcontractors. Offeror shall not submit a list of subcontractors with its bid. The Successful Offeror shall submit the list of subcontractors at the time of proposal for each job order, which constitutes the Successful Offeror’s offer to perform work.

3. EVALUATION AND SELECTION

3.1 In the event of a tie bid between responsible Offerors, the County will award through random-selection process, as determined by County and observable by Offerors involved in the tie.

1-6

3.2 The County reserves the right to perform a pre-award survey to determine whether an Offeror is responsible (possessing the attributes of trustworthiness, quality, fitness, capacity, and experience to satisfactorily perform the contract) and whether a bid is responsive (conforming with material bid requirements).

3.1.1. As part of the pre-award survey, the County reserves the right to request clarification of and/or additional information (“Clarification”) from Offerors.

3.1.2. The Contracting Officer will determine the appropriate means of Clarification. The County is not obligated to seek Clarification, so Offerors are advised to submit complete and accurate information in the bid.

3.1.3. The request for Clarification is not an opportunity for Offeror to modify its bid. Instead, Offeror must only provide the additional information that the County requests to support the pre-award survey.

3.1.4. In the event that an Offeror is the low Offeror for more than one County JOC contract, or otherwise holds or stands to hold more than one County JOC contract simultaneously, the County reserves the right as part of its pre-award survey to conduct detailed analysis specifically as to that Offeror’s responsibility to fulfill the demands inherent in holding multiple JOC contracts, including requiring that Offeror submit detailed financial statements, provide staffing plans, submit all active contracts with other public entities, and undergo interviews with relevant County staff. Failure to timely provide requested information may result in a finding of non-responsiveness or non-responsibility based on the information available to the County.

3.1.5. The County may consider information known to the County, in addition to the information provided in response to the RFB, to determine responsiveness and responsibility.

3.1.6. The County has the discretion, but not the obligation, to waive any minor irregularities or deviations from the requirements of the RFB.

3.1.7. The County’s determination of responsibility and responsiveness shall be conclusive.

4. COUNTY COMMITMENT

4.1. This RFB does not commit the County to award or to procure or contract for services or supplies.

Nor does this RFB commit the County to pay any cost that Offeror incurs in the submission of the bid or in making necessary studies or designs for the preparation thereof. Further, Offeror shall incur no reimbursable cost in anticipation of a contract award.

4.2. The County reserves the right to accept or reject any or all bids received from this RFB or to separately procure the same or similar goods or services.

4.3. The County reserves the right to terminate this RFB, in part or in its entirety, at any time prior to contract execution.

4.4. No prior, current, or post award communication with any officer, agent, or employee of the County shall affect or modify any terms or obligations of this RFB, except as explicitly provided for in this RFB.

5. LATE, MODIFIED, OR WITHDRAWN BID

5.1. A bid that is received, but that is not received at the office or by the electronic means designated in the solicitation by the exact time specified for receipt, will not be considered for award unless:

it is received before award is made; the County determines that it is in its best interest to accept the bid; and either,

5.1.1. It was sent by mail or personal delivery, and the County determines that the late receipt was due solely to the County’s mishandling after receipt; or,

5.1.2. No responsive bid was submitted.

5.2. Offerors may not modify bids after the due date and time. Offerors may not withdraw bids after the due date and time except in the event of a Mistake in Bid where Offeror notifies the County

1-7 of the Mistake in Bid, specifying in detail the mistake and how the mistake occurred, within five

(5) business days.

5.2.1. A mistake in bid (“Mistake in Bid”) is defined as a mistake that (1) made the bid materially different than Offeror intended it to be, and (2) was made in filling out the bid and not due to error in judgment or to carelessness in inspecting the site of the work, or in reading the requirements.

6. DILIGENCE

6.1. County, its agents, advisors, and representatives make no representation or warranty, express or implied, as to the accuracy or completeness of any provided diligence material. Without limiting the generality of the foregoing, the diligence material may include certain statements, estimates, and projections provided by or with respect to the County. Such statements, estimates, and projections reflect various assumptions made by the County, which may or may not prove to be correct. No representations are made by the County as to the accuracy of such statements, estimates, projections, or assumptions.

6.2. Offerors are expected to perform reasonable due diligence with regard to the work required. The Successful Offeror shall not be entitled to any price adjustment or other relief based upon information that was discovered or should have been discovered through due diligence.

7. DUTY TO INQUIRE, QUESTIONS, AND EXPLANATION TO

OFFERORS

7.1. Offerors’ Inquiries and County Responses. Offeror must direct all communications (including from its employees, agents, and representatives) to the County or its officers and employees (including consultants working on or assisting with this procurement) related to this RFB or Offeror’s bid in writing and exclusively to the Contracting Officer, unless the Contracting Officer otherwise authorizes in writing. Offeror or its employees, agents, or representatives’ engaging in improper contact may, at the County’s sole discretion, cause Offeror to be removed from consideration for contract award.

7.2. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFB or related documents, Offeror shall have a duty to at once notify the County. Offeror shall direct all such notifications or other requests for explanation regarding the RFB or related documents to the Contracting Officer in writing as questions (“Questions”). Offeror is responsible for ensuring that the County receives Questions. The County may choose not to respond to Questions received after the deadline for such Questions stated in the Cover Letter.

8. PROTEST PROCEDURE

8.1 County Board of Supervisors Policy A-97 sets forth the procedures for protests related to this RFB.

Board Policy A-97 is available from the Clerk of the Board, 1600 Pacific Highway, San Diego, CA 92101, or on the County’s Web site at http://www.SanDiegoCounty.gov/ under the Clerk of the Board’s page.

8.2 All protests must be filed in accordance with Board Policy A-97 which requires, among other things, that a protest be filed timely, submitted in writing to the Contracting Officer identified in the solicitation package, and based on a protestable action and permitted grounds for protest.

9. OFFEROR COMMUNICATIONS

9.1. If Offeror issues any public announcement or otherwise engages in communications that, in the County’s sole determination, compromise the integrity of this RFB process or attempt to restrain competition, the County may remove Offeror from consideration for award.

http://www.sandiegocounty.gov/

1-8

9.2. Audio and/or video recording of pre-bid conferences, presentations, discussions, negotiations, debriefings, or other communications with the County regarding this RFB are strictly prohibited, unless Offeror obtains specific written authorization in advance from the Contracting Officer.

10. CLAIMS AGAINST THE COUNTY

Neither Offeror nor any of its representatives shall have any claims whatsoever against the County or any of its respective officials, agents, or employees arising out of or relating to this RFB or these procedures (other than those arising under a definitive contract with Offeror in accordance with the terms thereof).

11. SOLICITING EMPLOYEES

Until contract award, Offerors shall not, directly or indirectly, solicit any employee of the County to leave the County’s employ in order to accept employment with Offeror, its affiliates, actual or prospective contractors, or any person acting in concert with Offeror, without prior written approval of the County’s Contracting Officer. This paragraph does not prevent an Offeror’s employment of a County employee where the County employee initiated contact with an Offeror.

12. PROHIBITED CONTRACTS

12.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract with, and shall reject any bid or proposal submitted by the person or entities specified below, unless the Board of Supervisors finds that special circumstances exist which justify the approval of such contract:

(a) Persons employed by the County or by public agencies for which the Board of Supervisors is the governing body;

(b) Profit-making firms or businesses in which employees described in subsection (a) serve as officers, principals, partners, or major shareholders;

(c) Persons who, within the immediately preceding twelve (12) months, came within the provisions of subsection (a) and who (i) were employed in positions of substantial responsibility in the area of service to be performed by the contract; or, (ii) participated in any way in developing the contract or its service specifications; and,

(d) Profit making firms or businesses in which the former employees described in subsection (c) serve as officers, principals, partners, or major shareholders.

12.2. Offeror certifies that it is not a person or entity specified above and that it will promptly notify the County in the event it becomes a person or entity specified above.

13. CALIFORNIA REVENUE AND TAXATION CODE § 18662

13.1 In compliance with California Revenue and Taxation Code § 18662, if Offeror is a non-resident of California (out-of-state invoices) that receives California source income and has not completed FTB Form 590, there may be a backup withholding on all payments. Fifteen (15) business days prior to the first payment, new suppliers or suppliers with expired forms or forms with incorrect information must submit new forms to the County (forms are available from the Franchise Tax Board website listed below).

13.2 Under certain circumstances, Offerors may be eligible for reduced or waived nonresident withholding. If Offeror has already received a waiver or a reduced withholding response from the State of California and the response is still valid, Offeror should submit the response to the County in lieu of the forms. Failure to submit the required forms will result in withholding of payments. Offerors should access the Franchise Tax Board websites (listed below) for tax forms and information on non-resident withholding, including waivers or reductions. The County will

1-9 not give Offerors any tax advice. Offerors must speak with their tax advisers and/or the State of California for guidance. Franchise Tax Board Websites:

https://www.ftb.ca.gov https://www.ftb.ca.gov/forms/Search/Home/FormRequest/1619 https://www.ftb.ca.gov/forms/search/

13.3 If selected for award, Offeror is to submit forms to the County of San Diego, Auditor & Controller, via fax at (858) 694-2060 or mail originals to: County of San Diego, 5530 Overland Avenue, Suite 410, San Diego, CA 92123. The P.O. Number or Contract Number (if available) and “California Revenue and Taxation Code Section 18662” must appear on fax cover sheet and/or the outside of the mailing envelope.

14. W-9 FORM

If selected for award, Offeror must complete and submit a W-9 form if a current form is not on file with the County.

(Remainder of this page left blank) https://www.ftb.ca.gov/ https://www.ftb.ca.gov/forms/Search/Home/FormRequest/1619 https://www.ftb.ca.gov/forms/search/

PART 2 – DOCUMENTS TO BE EXECUTED BY OFFEROR

2-1

PART II

DOCUMENTS TO BE EXECUTED BY OFFEROR

2-2

BID FORM

COUNTY OF SAN DIEGO

RFB NO. 13322 FOR

JOB ORDER CONTRACT 379 FOR C-20 MECHANICAL CONTRACTOR’S LICENSE

Name of Offeror

Business Address

LOCATION

The work to be performed under this Contract is located in the vicinity of County of San Diego, State of California.

Said work is to be performed in accordance with the Contract Documents including the Bidding Information, Contract forms, General and Supplemental Conditions, Drawings, Specifications and Addenda Numbers , , and .

By signing this bid on the signature portion hereof, the undersigned, as Offeror, under penalty of perjury deposes and says: that the only persons or parties interested in this bid as principals are those named herein;

that Offeror has not, either directly or indirectly, entered into any agreement, participated in any collusion, or otherwise taken any action in restraint of free competitive bidding in connection with said bid; that the undersigned has carefully examined the location of the proposed work, the annexed proposed form of Contract, and the Plans, Special Provisions and Specifications therein referred to, and the undersigned proposes, and agrees if this bid is accepted, that the undersigned will furnish the required Bonds and Contract with the County, in the form and copy of the Contract annexed hereto, to provide all necessary machinery, tools, apparatus and other means of construction, and to do all the work and furnish all the materials specified in the Contract, in the manner and time therein set forth, and that the undersigned will take in full payment therefor the following unit and lump sum prices, to wit:

I. Adjustment Factors. Offeror bids two Adjustment Factors that will be applied against the prices set forth in the SimplebidTM Unit Price Book. These Adjustment Factors will be used to price out fixed price work orders by multiplying the Adjustment Factor by the Unit Prices and quantities.

II. Base Period 12 months from Notice of contract award or expenditure of the $5,000,000 maximum value of the contract, whichever occurs first.

Item 1- Unit work requirements to be performed during Normal Working Hours, defined as 6:00 am to 6:00 pm Monday through Friday excluding County Holidays, as ordered by the County in individual Job Orders against the Contract.

1.___________________________________ Utilize four decimal places (EXAMPLE: 1.2345)

Item 2- Unit work requirements to be performed during Other Than Normal Working Hours as ordered by the COUNTY in individual Job orders against the contract. (Note: Item 2 may not be lower than or equal to Item 1)

2.___________________________________ Utilize four decimal places (EXAMPLE: 1.2345)

2-3

NONCOLLUSION DECLARATION TO BE EXECUTED BY OFFEROR AND SUBMITTED WITH

BID

(Title 23 United States Code Section 112 and Public Contract Code Section 7106)

The undersigned declares:

I am the ____________________ of ______________________, the party making the foregoing bid.

The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. Offeror has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. Offeror has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. Offeror has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of Offeror or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. Offeror has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of an Offeror that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of Offeror.

I declare under penalty of perjury under the laws of the State of California that the foregoing is true and correct and that this declaration is executed on __________[date], at ___________[city], ________[state].”

SIGNATURE OF OFFEROR

DATE ______________________________

2-4

2-5

2-6

FOR:

Accompanying this bid is

(NOTICE: Insert the words “cash ($ ),” “cashier’s check,” “certified check,” or “bidder’s bond,” as the case may be.) in amount equal to 10% of the maximum contract value.

The names of all persons interested in the foregoing bid as principals are as follows:

IMPORTANT NOTICE. If Offeror or other interested person is a corporation, state legal name of corporation, also names of the president, secretary, treasurer and manager thereof; if a co-partnership, state true name of firm, also names of all individual copartners composing firm; if Offeror or other interested person is an individual, state first and last names in full.

Licensed in accordance with an act providing for the registration of Contractors, License No. Classification (s) Exp. Date

I hereby certify, under penalty of perjury, that the foregoing bid to the Board is true and correct.

( Legal Name of Offeror

SIGN (

HERE ( by (SEAL)

( Signature

Title

NOTE: If Offeror is a corporation, the legal name of the corporation shall be set forth above together with the signature of the officer or officers authorized to sign contracts on behalf of the corporation; if Offeror is a co-partnership, the true name of the firm shall be set forth above together with the signature of the partner or partners authorized to sign contracts on behalf of the co-partnership; and if Offeror is an individual, his signature shall be placed above. If signature is by an agent, other than an officer of a corporation or a member of a partnership, a Power of Attorney must be submitted with the bid; otherwise, the bid may be disregarded as irregular and unauthorized.

Business Name ______________________________________________________________

Business address ____________________________________________________________

Telephone ( )_____________________ Fax ( )________________________

E-Mail address ________________________________________________

Dated , 20 , at California.

2-7

BOND NO.

BIDDER’S BOND

KNOW ALL MEN BY THESE PRESENTS:

That we ______________________________________________________________________

_________________________________________________________________________________ as

PRINCIPAL, and _____________________________________________________________________ as SURETY, are held and firmly bound unto the COUNTY OF SAN DIEGO a political subdivision of the State of California, hereinafter called the County, in the penal sum of $500,000 of the Principal above named, submitted by said Principal to the County for the work described below, for the payment of which sum in lawful money of the United States, well and truly to be made, we bind ourselves, our heirs, executors, administrators and successors, jointly and severally, firmly by these presents.

In no case shall the liability of the surety hereunder exceed the sum of $500,000.

THE CONDITION OF THIS OBLIGATION IS SUCH,

That whereas the Principal has submitted the above-mentioned bid to the County of San Diego for certain construction specifically described as follows, for which bids are to be opened on __________________ for Request for Bids (RFB) 13322 for Job Order Contract 379 for C-20 Mechanical Contractor’s License.

NOW THEREFORE, if the aforesaid principal shall not withdraw said bid within the period specified therein after the opening of the same, or, if no period be specified, within sixty (60) days after said opening, and shall within the period specified therefore, or, if no period be specified, within ten (10) days after the prescribed forms are presented to him for signature, enter into a written contract with the County, in the prescribed form, in accordance with the bid as accepted, and file the two bonds with the County, one to guarantee faithful performance and the other to guarantee payment for labor and materials, as required by law, then this obligation shall be null and void; otherwise, it shall be and remain in full force and virtue.

In the event suit is brought upon this bond by the County and judgment is recovered, the surety shall pay all costs incurred by the Owner in such suit, including a reasonable attorney’s fee to be fixed by the court.

IN WITNESS WHEREOF, We have hereunto set our hands and seals on this ____________ day of _______________, 2026.

(SEAL) (SEAL)

(SEAL) (SEAL)

Surety Principal

2-8

ATTORNEY-IN-FACT ACKNOWLEDGEMENT OF SURETY

STATE OF )

) ss

COUNTY OF )

On this day of in the year 2026 before me a notary public in and for said County and State personally appeared known to me (or proved to me on the basis of satisfactory evidence) to be the person whose name is subscribed to the within instrument as the attorney-in-fact of the the corporation named as Surety in said instrument, and acknowledged to me that he subscribed the name of said corporation thereto as Surety, and his own name as attorney-in-fact.

NOTE: (a) Signature of those executing for Surety must be properly acknowledged. Notary Public In and for the County of

(b) The Attorney-in-fact must attach a certified copy of Power of Attorney.

State of California

PART 3 – DOCUMENTS TO BE EXECUTED BY THE SUCCESSFUL OFFEROR

3-1

PART III

DOCUMENTS TO BE EXECUTED

BY THE

SUCCESSFUL OFFEROR

(AFTER AWARD OF CONTRACT)

3-2

STATE OF CALIFORNIA

COUNTY OF SAN DIEGO

REQUEST FOR BIDS 13322 FOR

JOB ORDER CONTRACT 379 FOR

C-20 MECHANICAL CONTRACTOR’S LICENSE

THIS CONTRACT is made, and executed in duplicate on the date shown on the signature page between the County of San Diego (“County”), and (“Contractor”).

ARTICLE I. In consideration of the payments and agreements set forth in this document, Contractor shall, at Contractor’s cost and expense, perform all the work and furnish all the materials in accordance with the Contract Documents, except those stated in the specifications to be furnished by the County, necessary to construct and complete in a good and workmanlike manner, to the satisfaction of the County, the entire Work for the project titled: Job Order Contract # 379 for C-20 Mechanical Contractor’s License.

ARTICLE II. The Contract is an indefinite-quantity contract for the repair, remodel, or other work involving the items specified. The maximum amount that may be ordered under this Contract is $5,000,000. The Contractor shall perform all work required, necessary, and proper for or incidental to completing the work called for in each individual Job Order issued against this Contract using the SimplebidTM Unit Price Book (“UPB”) and Technical Specifications incorporated herein using the following Adjustment Factors:

Contractor shall perform any or all functions called for in the Detailed Scope of Work during Normal Working Hours specified as 6:00 am to 6:00 pm Monday through Friday excluding County Holidays in the quantities specified in individual Job Orders against this Contract for the Unit Price sum specified in the CCT multiplied times the Adjustment Factor of:

Utilize four decimal places

Contractor shall perform any or all functions called for in the Detailed Scope of Work during Other Than Normal Working Hours specified as 6:00 pm and 6:00 am Monday through Friday, and all Saturdays, Sundays and County Holidays in the quantities specified in individual Job Orders against this Contract for the Unit Price sum specified in the CC multiplied times the Adjustment Factor of:

Utilize four decimal places

ARTICLE III. The date of commencement is the date from which the Contract Time is measured, and shall be fixed in a Notice to Proceed letter issued by the County. Contractor shall begin work within ten (10) calendar days after the commencement date, and work shall be completed within the time specified in the Individual Job Orders.

ARTICLE IV. Contractor shall accept the Contract Sum as full compensation for furnishing all materials and for performing all the work contemplated and embraced in this Contract; also for all loss or damage arising out of the nature of the work, or from the action of the elements, or from any unforeseen difficulties or obstructions which may arise or be encountered in the prosecution of the work until its acceptance by the County, and for all risks…