OC_DEVELOPMENT_SERVICES_GENERAL_SERVICES_(Addendum_#1_Revision).pdf

COUNTY OF ORANGE

OC PUBLIC WORKS

REQUEST FOR PROPOSAL (RFP)

FOR

OC DEVELOPMENT SERVICES GENERAL SERVICES

RFP NO. RFP-080-2990004-IS

RESPONSES MUST BE SUBMITTED ELECTRONICALLY TO:

https://secure.procurenow.com/portal/ocgov https://secure.procurenow.com/portal/%7bproject.government.code%7d

County of Orange RFP

OC Public Works - OC DEVELOPMENT SERVICES GENERAL SERVICES, RFP-080-2990004-IS

County of Orange

OC Public Works

Procurement and Contract Services

601 N Ross St

SANTA ANA, CA

92701

SCHEDULE OF ACTIVITIES

Release of RFP Solicitation February 3, 2026

Question Submission Deadline February 10, 2026, 2:00pm

RFP Submittal Closing March 3, 2026, 2:00pm

PROPOSALS MUST BE RECEIVED ON

OR BEFORE

Tuesday, March 3, 2026

2:00 pm

SECTIONS

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

SECTION 2. PROTEST PROCEDURES

SECTION 3. SCOPE OF WORK

SECTION 4. SCORING CRITERIA

SECTION 5. OCLSB AND DVBE PREFERENCE POLICIES CERTIFICATION

REQUIREMENTS

SECTION 6. VENDOR RESPONSES

Attachments:

A - Model Contract RFP-080-2990004-IS

B - Orange_County_District_Attorneys_Office_Public_Works_Unit_2023

C - County of Orange RFP-080-2990004-IS - Reference Template

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

1.1 INTRODUCTION

The County intends that the successful Respondent shall provide OC DEVELOPMENT

SERVICES GENERAL SERVICES proposed in accordance with contract requirements set forth in the solicitation and Model Contract, including Attachments.

1.2 COUNTY HOLIDAYS DURING SOLICITATION PERIOD

During this solicitation period, the OC Public Works will be closed on the following County holidays:

• February 12, 2026, Lincoln's Birthday

• February 17, 2026, Presidents' Day

• May 26, 2026, Memorial Day

• July 4, 2026, Independence Day

1.3 INSTRUCTIONS TO RESPONDENTS AND PROCEDURES FOR SUBMITTAL

A. Responses are to be uploaded via the County's eProcurement Portal at https://procurement.opengov.com/portal/ocgov. For assistance on uploading Response via County’s eProcurement Portal, please contact procurement-support@opengov.com or https://help.procurement.opengov.com/en/

B. Examine the Contract Documents and the site of the proposed work carefully before submitting a Response for the work contemplated. Investigate the conditions to be encountered, as to the character, quality, and quantities of work to be performed and materials to be furnished and as to the requirements of all Contract Documents.

The County has attempted to provide all information available. It is the responsibility of each Respondent to review, evaluate, and, where necessary, request any clarification prior to submission of a Response. If any person contemplating submitting a response to this

Request for Proposal (RFP) is in doubt as to the true meaning of any part of the solicitation documents attached hereto or finds discrepancies in or omissions from the specifications, they may submit a written request for clarification/interpretation to the County Deputy

Procurement Agent (DPA) via the County’s eProcurement Portal under the bid page for this solicitation.

If clarification or interpretation of this solicitation is considered necessary by County, an addendum shall be issued, and the information will be posted via the County’s eProcurement Portal. Any interpretation of, or correction to, this solicitation shall be issued by the DPA. It is the responsibility of each Respondent to periodically check the County’s eProcurement Portal to ensure that they have received and reviewed any and all addenda to this solicitation.

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

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

All questions or requests for interpretations must be received within this solicitation by Tuesday, February 10, 2026, before 2:00 pm. The DPA will provide all official communication concerning this solicitation. Any County response relevant to this solicitation other than through or approved by the DPA is unauthorized and will be considered invalid.

C. Responses must be valid for a period of at least three hundred sixty-five (365) calendar days from the closing date and time of receipt. No Response may be withdrawn after the submission date.

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

Portal.

E. All pages must be submitted on standard 8.5 x 11-inch paper, numbered and identified sequentially by section. Responses must be organized and indexed as outlined in the

Response Requirements Section. It is imperative that all Respondents comply, exactly and completely, with the instructions set forth herein. All responses to this solicitation shall be type written or word-processed (except where otherwise provided or noted), concise, straightforward, and must fully address each requirement and question. Although not as a substitute for a complete written response, additional material, such as technical documents, may be referenced in any response if the material is included in the same section as additional information.

F. Responses are not to be marked as confidential or proprietary. The County may refuse to consider any Responses so marked. All Responses and supporting documents will be subject to the provisions of the California Public Records Act (California Code

Government Code 7920.000 et seq.) (PRA) and will be disclosed or withheld in accordance therewith. The County shall not be liable in any way for disclosure of any such records.

Additionally, all Responses shall become the property of the County.

Respondents should not request that certain information be treated as exempt, and statements in the Responses should not be marked as confidential or proprietary. In the event that any information is marked as confidential or proprietary, as it may be absolutely necessary, Respondents have the sole responsibility of obtaining any applicable injunctive reliefs to prevent the disclosure of such confidential proprietary information in connection with any request made to County pursuant to PRA or a subpoena for disclosure of such information.

G. Each Respondent shall exercise reasonable care and diligence to avoid submitting a

Response that could result in a conflict of interest if Respondent were to be selected. This obligation shall apply to the Respondent, the Respondent’s employees, agents, and relatives, sub-contractors, and third parties associated with accomplishing work and services in response. In the event Respondent has done work for the County on this Project in the past or has reason to believe that a conflict of interest may exist for Respondent in regard to this Project, Respondent should consult with its legal counsel prior to responding to this solicitation. Any Respondent who is found to have an actual conflict of interest may have its response rejected on that ground.

Respondent, its employees and/or consultants may be subject to the provisions of the

California Political Reform Act of 1974 (the “Act”), which (1) requires such persons to disclose any financial interest that may be materially affected by services provided under this Contract, (2) prohibits such persons from making, or participating in making, decisions that could reasonably affect such interest; and (3) may require the filing a Statement of

Economic Interest (Form 700).

If subject to the Act, Respondent shall conform to all requirements of the Act. Failure to do so shall constitute a material breach and is grounds for immediate termination of the

Contract by County. Respondent shall indemnify and hold harmless County for any and all claims for damages resulting from Respondent’s violation of this Section.

H. By submitting a response, the Respondent represents that it thoroughly examined the

County’s requirements, is familiar with the services required under this solicitation and is qualified and capable of providing the services to achieve the County’s objectives.

I. Each Respondent must submit its response in strict accordance with all requirements of this solicitation and compliance must be stated in the response. Deviations, clarifications and/or exceptions must be clearly identified and listed separately as alternative items on additional information section for the County’s consideration as specified in the

Response Requirements Section, “Statement of Compliance.”

Note: Allow sufficient time to upload all required files. The County’s eProcurement Portal will not allow any uploads after the due date and time specified herein, e.g., if Part 1 and 2 uploaded successfully at 1:58:38 P.M. and Part 3 is in progress of being uploaded at 2:00:01

P.M., Part 3 will not upload successfully.

J. Pre-contractual expenses are not to be included in the Cost Proposal, Attachment B, Pricing and Compensation. Pre-contractual expenses are defined as including, but not limited to, expenses incurred by the Respondent in: a) preparing the response to this solicitation; b) submitting that response to the County; c) negotiating with the County any matter related to the Respondent’s response; and d) any other expenses incurred by the Respondent prior to the date of award and execution, if any, of the Contract.

K. Any response may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the solicitation, including but not limited to technical features, acknowledgment of receipt of addenda, and page number limits, etc. These are common causes for deeming a response non-responsive.

L. Where two or more Respondents desire to submit a single response to this solicitation, they must do so on a prime/subcontractor basis rather than as a joint venture. The County intends to contract with a single firm that may subcontract with multiple firms (team) but not with multiple firms doing business as a joint venture.

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

N. The County requires a valid D-U-N-S number prior to Contract Award. If needed, your company may obtain one at no cost at www.dnb.com. If you are unable to provide/obtain a D-U-N-S number, please indicate so in your submission response.

O. The County requires a valid UEI number and full registration prior to Contract

Award. Your company must obtain one at no cost at www.usfcr.com. If you are unable to provide/obtain a UEI number, please indicate so in your submission response.

P. Effective from the issuance date of this solicitation until a Contract is awarded or the solicitation is withdrawn, all individuals or entities responding—including their employees, agents, representatives, proposed partners, subcontractors, members, lobbyists, or attorneys (collectively "Respondents")—are prohibited from engaging in any direct or indirect communication with County personnel involved in the selection process, except with the designated Deputy Procurement Agent (DPA). Respondents may continue conducting business with the County on matters unrelated to this solicitation and may communicate with County staff, provided the solicitation is not discussed. Any attempt to engage in discussion regarding this solicitation with anyone other than the designated DPA will be presumed to create an unfair competitive advantage and may result in disqualification.

Q. After the closing date and time for receipt of Responses, evaluation, and if requested by the County, interviews will commence. Respondents who submit Responses most responsive to the County’s requirements may be asked to give a presentation of their response to County staff. The County makes no guarantee as to the number of Respondents selected for interviews. Selected Respondents should be prepared to make its presentation within five (5) business days after notification and be prepared to discuss all aspects of its response in detail, including technical questions regarding the response. Respondents shall not be allowed to alter or amend its response through the use of the presentation process.

http://www.dnb.com/ http://www.usfcr.com/

1.4 OPTIONAL PRE-SUBMITTAL MEETING AND SITE VISIT

Attendance of Pre-Submittal Meeting and Site Visit is not required and will be held on NO VALUE at NO VALUE local time, no one will be admitted 10 minutes after meeting has started. The meeting will be located at NO VALUE. At this meeting, County staff will discuss the scope of work, general contract issues, and respond to questions from the attendees. The Pre-Submittal

Meeting and Site Visit will be conducted one time only. All questions will need to be submitted in writing through the County’s online eProcurement system at https://procurement.opengov.com/portal/ocgov. The Respondent will have until Tuesday, February 10, 2026 before 2:00 pm to submit questions.

• Please confirm your attendance by replying via the RSVP feature in the County's eProcurement Portal.

• Respondents are responsible for securing parking and payment of parking fees (if applicable)

• Respondents are encouraged to arrive early to ensure a parking space

1.5 MINIMUM QUALIFICATIONS/REQUIREMENTS

Respondent’s shall meet the following minimum requirements and qualifications to proceed to the evaluation process. Failure to have the ability to, upon County request, provide any of the items requested below may result in disqualification of your response. These qualifications must be maintained during the term of any resultant Contract.

A. Respondent must have the ability to do business in Orange County, California.

B. Respondent must have a minimum of five (5) years of direct experience providing related professional services.

C. Respondent must have a full-time service office in Southern California, preferably in

Orange County, for the entire duration of the contract.

D. Respondent(s) must comply with all Certification, registration, and Licensing requirements identified in the Scope of Work.

1.6 EVALUATION PROCESS

Responses deemed to meet all minimum solicitation requirements will be scored based on the established evaluation criteria, and will be assigned points that measure the responsiveness to each identified criterion. The total number of points earned will be tallied for each response, based upon the Respondent(s) submitted written materials.

Responses shall be evaluated by an Evaluation Panel of job knowledge experts on the basis of the responsiveness to the requirements in this RFP. The County may request clarifications, or otherwise verify the contents of the response, including information about the Respondent, Contractors and sub-contractors.

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

The scoring is based on evaluation of the response as measured against the Scoring Criteria, which includes County of Orange Procurement Preference Policy, in accordance with Sections 1.8-103 and 4.3-112 of the 2024 County Contract Policy Manual (CPM). A copy of the 2024 CPM can be found at https://cpo.oc.gov/cpm. Responses will be evaluated from the most advantageous to the least advantageous to the County.

1.7 SELECTION/AWARD PROCEDURES

Upon the completion of the evaluation process, the Evaluation Committee will make a recommendation for an award to the County’s DPA. Final award determination shall be subject to reference checks and past performance.

The Model Contract contained herein this RFP is the Contract proposed for execution. It may be modified to incorporate negotiated items and other pertinent terms and conditions set forth in this

RFP, including special conditions and requirements and those added by addendum, necessary attachments and/or exhibits, and to reflect Respondent’s response and qualifications. Any additional exceptions to the terms and conditions made by any Respondent after submission of its response may result in its elimination from further consideration.

Exceptions to the terms and conditions of the Model Contract or the statements regarding

Respondent’s inability to comply with any of the provisions thereof are to be declared in the response to the RFP in VENDOR RESPONSES - Statement of Compliance.

Negotiations may or may not be conducted with the finalist(s); therefore, the response submitted should contain Respondent(s) most favorable terms and conditions, since the selection and award may be made without further discussion or need for clarification. Any additional exceptions to the terms and conditions made by any Respondent(s) after submission of its response may result in elimination from further consideration.

The County will enter into negotiations with the selected Respondent and award a contract upon completion of negotiation of fees and contract terms. The award may be subject to/requires approval(s) by the County Board of Supervisors.

If a satisfactory Contract cannot be negotiated in a timely manner, County, in its sole discretion, may terminate negotiations with the selected Respondent and begin negotiations with the next

Respondent.

1.8 RIGHTS RESERVED TO COUNTY

The County reserves the right to:

A. Make use of any information or ideas in the responses submitted.

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

C. Seek publicly available information about the Respondents.

D. Conduct, or not to conduct, oral interviews and/or presentations with the highest-ranked

Respondent(s) and additional Respondents.

https://cpo.oc.gov/cpm

E. Waive, at its discretion, any procedural, non-material defects, irregularity, or informality, which

County deems correctable or otherwise not warranting rejection of the response that do not result in any unfair competitive advantage. Any waiver will not excuse a proponent from full compliance.

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

Contract.

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

H. Withdraw or cancel in part or in its entirety this solicitation at any time without prior notice and furthermore makes no representations that any Contract will be awarded to any Respondent responding to this solicitation;

I. Award its total requirements to one Respondent or to apportion those requirements among two or more Respondents as the County may deem to be in its best interests;

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

K. Request Best and Final Offer from any Respondent determined to be within the competitive range.

Unless requested by the County, late Best and Final Offers will not be accepted by the County for any reason. In addition, negotiations may or may not be conducted with Respondents.

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

M. Defer award of this Contract for a period of 180 days after the solicitation opening. During this period, Respondent shall guarantee the prices and terms quoted in their responses. The County and the responsive, responsible Respondent may mutually agree in writing to extend this deferral period.

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

1.9 CONTRACTOR SCREENING

Throughout the term of this Contract, Contractor shall not be listed on any state or federal exclusionary rosters, listed below. County may screen Contractor on a monthly basis to ensure

Contractor is not listed on the exclusionary rosters, listed below. If Contractor or its employee(s) are found to be included on any of the rosters indicated below, Contractor shall be deemed in default of its obligation under this Paragraph and shall constitute a cause for County to exercise its right to terminate this Contract immediately. County, in its sole discretion, may afford Contractor an opportunity to cure said default within a reasonable time.

a. United States Department of Health and Human Services, Office of Inspector General

(OIG) List of Excluded Individuals & Entities (LEIE) (http://exclusions.oig.hhs.gov)

b. General Services Administration (GSA) System for Award Management (SAM)

Excluded Parties List (http://sam.gov)

c. State of California Department of Health Care Services Medi-Cal Suspended and Ineligible

Provider List (County Health Care Agency Internal Database) http://exclusions.oig.hhs.gov/ http://sam.gov/

1.10 TITLE VI SOLICITATION NOTICE

The County of Orange, in accordance with the provisions of the Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 USC §§ 2000d to 2000d-4) and the Regulations, hereby notifies all

Respondents that it will affirmatively ensure that any contract entered into pursuant to this advertisement, will be afforded full and fair opportunity to submit response to this solicitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

1.11 DEPARTMENT OF THE TREASURY, INTERNAL REVENUE SERVICE FORM

W-9/W-8 REQUIREMENTS

Effective June 3, 2006, all Contractors, entering into a Contract with County, who are not already established in Countywide ERP System as an Auditor-Controller vendor, will be required to submit to County a federal Form W-9, or form W-8 for foreign vendors. County will inform

Contractor, at the time of award, if the Form W-9 or W-8 will be required.

In order to comply with this County requirement, within ten (10) days of notification of selection of award of Contract but prior to official award of Contract, the selected Contractor agrees to furnish to Contract administrator, or the Deputy Procurement Agent (DPA) the required W-9 or

W-8.

1.12 LEVINE ACT REQUIREMENT

Effective January 1, 2023, all contractors entering into a contract with the County, will be required to submit the Campaign Contribution Disclosure Form for any contributions made on or after

January 1, 2023. In order to comply with this requirement, Respondent agrees to furnish the required Campaign Contribution Disclosure Information form as a required submittal with its response. Failure to include the form as required will render the response nonresponsive.

SECTION 2. 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), Intae So at intae.so@ocpw.ocgov.com, 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. Protests related to the award of a contract must be submitted to the Deputy Procurement

Agent, Intae So at intae.so@ocpw.ocgov.com, 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 shall contain his or her decision on whether the appeal shall be forwarded to the Procurement Appeals Board.

C. The decision of the County Procurement Officer on whether to allow the appeal to go forward will be final and there shall be no right to any administrative appeals of this decision.

SECTION 3. SCOPE OF WORK

3.1 GENERAL INFORMATION:

A. OC Development Services General Services

The selected Respondent (“Contractor”) shall provide the County of Orange (“County”) with

Professional Countywide OC Development Services on an as needed basis, as specified for a particular work assignment.

Contractor shall provide Planning, Building and Engineering Plan Review Services (“PBES”) for review of discretionary and ministerial permit applications including, but not limited to, planning applications, tract maps, subdivision improvements, grading and building plans and associated development plans for implementation submitted to the County for approval on an as needed basis.

Contractor shall provide support, high quality, expedited comprehensive planning, building, and engineering services for OC Development Services.

The size, complexity and fluctuating nature of the workload associated with the implementation of the Ranch Plan and other projects, the demands of County staff in performing the Planning, Subdivision, Engineering/Architecture, and CEQA Plan Review and professional development processing of Plan Design Review are high. Expedited processing services will be required on a regular basis to assist County in performing the Plan Review Services for work associated with the Ranch Plan and other planned communities’ projects at an expedited pace that will not delay the implementation of either the Ranch Plan or any other planned communities’ projects processed by County.

The use of contracted PBES shall be on projects selected by County wherein County shall determine that this service is needed due to workload peaks or staffing shortages. This service shall include mailto:CPOAppeals@ocgov.com reviewing, value engineering analysis, providing corrective comments, and recommending the selected plans/reports for approval.

OC Development Services shall consist of several key business services such special projects. Such services shall be in compliance with all applicable laws, including federal, state, county and County of Orange policy.

B. Description of Services

Contractor shall provide general services and/or expedited processing services for the following Specialty Areas and various Development Services special projects, services and/or additional work as determined by the Deputy Director OCPW/OC Development Services or their designee.

Services shall include reviewing, providing corrective comments and making approval recommendations relative to the discretionary and ministerial permits of the selected projects. The selected projects shall be checked for compliance with County adopted Standard Plans and the applicable regulations outlined below. Checklists available on-line or as provided by County staff shall be used when checking the selected projects. Services shall include initial and subsequent reviews, full or partial plan review services, interaction with the client, interaction with County staff and recommendations to County staff for final approval. To ensure adequate thorough, timely and consistent plan check reviews and appropriate approval recommendations, Contractor shall attend project related meetings with County Staff and with others as required to discuss status and/or details of the project.

All services shall be conducted in accordance with all accepted Contractor and industry professional practices and shall comply with the applicable regulations including but not limited to: the latest approved edition of the California Building Code, California Energy Code, California Green Code, California Code of Regulations Title 24, the Health and Safety Code, Government Code, Education Code, Americans with Disability Act, California Plumbing Code, California Mechanical Code, California Electrical Code, Orange County Codified Ordinances, the Orange County Noise Element, the Orange County Noise Control Ordinance, the Orange County Land Use/Noise Compatibility Manual, OCPW Standard Plans, the Standard Specifications for Public Works Construction (“Green Book”), the Grading and Excavation Code, the Grading Manual, the Subdivision Map Act and OC Subdivision Code/Manual, the State Planning and Land Use Laws, Coastal Act and Local Coastal Programs, OC General Plan, the OC Zoning Code, Specific Plans, Planned Community Programs and attendant Area Plans and County approved Alternative Development Standards, previous entitlements, OC Development Agreements and Guidelines, all applicable County approvals (i.e., development plans) Conditions of Approval, Mitigation Monitoring and Reporting Programs, the Sand, Gravel, and Mineral Extraction Code, the Surface Mining And Reclamation Act of 1975 (SMARA), the OC Hydrology Manual, County Water Efficient Landscape Ordinance, the County Landscape Irrigation Code and Implementation Guidelines, the OC Local Drainage Manual, the OC Highway Design Manual, Caltrans Highway Design Manual, American Public Works Association (APWA) Standard Plans, Clean Water Act, California Environmental Quality Act (CEQA), Activity 430 Local Drainage Protection, Runoff Management Plan (ROMP), Streambank Monitoring Program, National Pollutant Discharge Elimination System (NPDES) permits issued by Santa Ana and San Diego Regional Water Quality Control Boards, Drainage Area Management Plan (DAMP), County of Orange and Orange County Flood Control District Local Implementation Plan (LIP), Local Park Implementation Program (LPIP) as well as any other applicable laws and regulations.

A. Building & Safety and Engineering Services

A. Plan Check Services to include:

A. Building Plan Check Review including all related services or any combination thereof the following: Architectural and Life Safety, Structural, Plumbing, Mechanical, Electrical, Energy

Code, Green Code, Disabled Access, Septic Design, Acoustical.

A. Grading Plan Check Service, including onsite drainage and all offsite improvements Geotechnical Report review associated with grading permits and special projects.

B. Grading and Geotechnical Engineering.

C. Landscape Improvement Plan Check Service associated with any given planning application, subdivision or grading permit.

A. Review shall include verification of compliance with County adopted Ordinance for Water Conservation Landscape Irrigation.

D. Drainage and Storm Drain and Flood Control Improvement and Utilities (Wet and Dry) with any given subdivision improvement or grading permit.

A. Review shall include verification of compliance with latest edition of OC Hydrology Manual, OC Local Drainage Manual, and non-mandated FEMA LDP2 and LDP4 low-impact development measure.

E. Roadway Design Review per all applicable County Standards.

F. Street Improvements associated with any given subdivision.

G. NPDES Compliance Review relative to the Santa Ana and San Diego Regional Water

Quality Control Board requirements.

B. Water Quality Management (WQMP) Review, including Conceptual, Rough Grade “A” TTM

WQMP, Project Specific and BMP tracking.

C. Subdivision Improvements requiring engineering review including Tentative Map and Site Plan.

1. In some instances, the review shall include verification of applicable County approved alternative design standards, Formal Tentative Tract Map Applications II.A.3. Ranch Plan PC Text specific to the development and consistency between concurrent submittals.

D. Hydrology, Hydraulics and Sedimentation Studies.

E. Flood Plain Studies.

F. Review of Reclamation Plan, Financial Assurance Cost Estimate (FACE) and other related documents to ensure compliance with Surface Mining and Reclamation Act of 1975 (SMARA).

G. Survey and Mapping.

H. Traffic Plans and Reports; Traffic Signals, Signing, Striping, Street Lighting and Traffic

Engineering.

I. Right of Way Permitting Services including intake, distribution, review, project coordination, permit issuance and closeout.

J. Permit processing: intake of permit applications and plans, review of submittal package for completeness, distribution of submittals for review, and issuance of permits at the public counter and via County permitting and land management system (MyOCeservices portal LMS/CRM Program).

K. Administrative Support Services.

Minimum Requirements and Qualifications: All Building & Safety Services, engineering related Plan Check and Related Services work shall be performed by civil engineers registered with the State of California to practice civil engineering or properly licensed personnel qualified to perform the specific type of plan check as required by the State of California, with a minimum of 5 (five) years of experience in plan checking closely related subjects. Plan check for disabled access State Building Code Accessibility requirements and ADA requirements shall be performed by California certified CASp.

All permit processing work at the public counter shall be performed by individuals with permitting experience and meet the County’s minimum requirements for Permit Technicians.

B. Planning Services

A. Discretionary Permit reviews/processing and project manager services, including but not limited to:

A. Area and Subarea Plans and Amendments

B. Use Permits

C. Site Development Permits

D. Variance Permits and Project Specific Alternative Site Development Standards

E. Coastal Development Permits

F. Changed Plans and Minor Modifications

G. Zoning Code and General Plan Amendment

H. Local Park Implementation Plans

I. Annual Monitoring Reports

J. Streambank Monitoring Programs

K. Parking and Traffic Studies/Reports

B. Planning and Zoning Plan Check Review for Building & Safety plan reviews (as identified in Building and Safety Services), including consistency review with General Plan, Zoning, discretionary approvals, and environmental mitigation, if applicable.

C. Subdivision Planning reviews including but not limited to:

A. Tentative and Final Tract Maps

B. Tentative and Final Parcel Maps

C. Lot Line Adjustments

D. Certificates of Compliance

D. Attendance at community meetings and public hearings, as required, and presenting reports to various approving bodies.

E. Public Information (including but not limited to public counter support).

F. Zoning Code Maintenance (including but not limited to Zoning Code Amendments, Specific Plan Amendments, and various Planned Community Plan/Program Text amendments).

G. Conditions of Approval Library Maintenance and Conditions of Approval Tracking Matrix

(project level).

H. Development Agreements, Cooperative Agreements, Specific Plans, Planned Community

Programs, Alternative Development Standards. Resolutions and Ordinances.

I. Current and Advance Planning services.

J. Housing Element technical assistance services.

K. Review of Reclamation Plan, Financial Assurance Cost Estimate (FACE) and other related documents to ensure compliance with Surface Mining and Reclamation Act of 1975 (SMARA).

L. Planning Application processing: intake of planning applications, review of submittal package for completeness, and close out.

M. Permit processing including, but not limited to: intake permit applications and plans, review submittal application packages for completeness, distribute plans/applications for review, compile plan check comments and correct typographical/grammar errors, format comments and redlines and coordinate with County assigned project manager for final review, send finalized comments to the applicant, track permits and create related reports as needed, provide customer service, update permit information, documents and plans in the Land Management System (LMS) and County file systems, review impact fee documents from applicant for accuracy, coordinate plan approval stamping, prepare permits for approval/issuance and close out of permits.

N. Administrative Support Services.

Minimum Requirements and Qualifications:

• Respondent must have the ability to do business in Orange County, California.

• Respondent must have provided recent planning services in Southern California within the past five (5) years.

• Respondent must have a full-time service office in Southern California, preferably in

Orange County, for the entire duration of the contract.

• Respondent Project Manager / Planners and professionals must have a minimum of five

(5) or more years of experience

• Respondent must have three (3) or more excellent references for work performed in the past five (5) years.

• Respondent must have the ability to interpret and provide information regarding Land Use

Ordinances, Zoning Code regulations, Subdivision Code regulations, Local Park Code regulations and other County laws and policies applicable to the use of land as well as ministerial permitting to allow for the construction and use of buildings and other structures.

• Respondent must have the ability to provide recommendations clearly, concisely, logically, and persuasively both in writing and orally.

• Respondent must have the ability to effectively communicate with consultants/contractors, architects, engineers, and property and building owners, including providing clear and concise direction.

C. Environmental Services

A. Preparation of CEQA Environmental Documentation including but not limited to the following:

1. Initial Study

2. Categorical Exemption (CE)

3. Notice of Exemption (NOE)

4. Notice of Intent (NOI)

5. Negative Declaration (ND)/ Mitigated Negative Declaration (MND)

6. Notice of Preparation (NOP)

7. Notice of Availability (NOA)

8. Environmental Impact Report (EIR): Addendum, Supplemental, Subsequent, Programmatic, Project

9. Response to Comments

10. Mitigation Monitoring and Reporting Program

11. Facts and Findings and Statement of Overriding Consideration

12. Notice of Completion (NOC)

13. Notice of Determination (NOD)

Preparation of NEPA Environmental Documentation including but not limited the following:

1. Categorical Exclusion

2. Environmental Assessment (EA)

3. Environmental Impact Statement (EIS)

4. Finding of No Significant Impact (FONSI)

5. Preliminary Environmental Study Form (PES)

6. Preliminary Environmental Analysis Report (PEAR)

B. Technical Support services

A. Biological Assessment / Biological Reports

B. Physical Resource/Geotechnical Studies and Evaluations

C. Traffic/Transportation Analysis (traffic studies)

D. Noise Assessment / Acoustical Reports

E. Air/Water Quality

F. Cultural Resources

G. Other technical reports and assessments deemed necessary

H. Permit Procurement with necessary state and /or federal resource protection permits, air, water quality permits, or other environmental regulatory permits

C. Review and evaluate all relevant environmental and historical documentation to assure completeness of preparation of environmental documentation.

D. Attendance at community meetings, public hearings, as required, and present reports to various approving bodies.

E. Peer review Services for Environmental Services.

F. Provide Training to OC Development Services staff on environmental topics.

G. Administrative support services.

Minimum Requirements and Qualifications:

• Respondent must have the ability to do business in Orange County, California.

• Respondent must have provided recent planning services in Southern California within the past five (5) years.

• Respondent must have a full-time service office in Southern California, preferably in

Orange County, for the entire duration of the contract.

• Respondent Project Manager / environmental planners and professionals must have a minimum of five (5) or more years of experience.

• Respondent must have three (3) or more excellent references for work performed in the past five (5) years.

• Respondent must have the ability to interpret and provide information regarding CEQA and/or NEPA documents, such as EIRs, EISs, Initial Studies, and MNDs, or supporting technical studies/analyses of biology, economic/fiscal, noise, air quality, agriculture, water quality, geology, visual or community impacts.

• Respondent must have the ability to provide recommendations clearly, concisely, logically, and persuasively both in writing and orally.

• Respondent must have the ability to proficiently communicate with contractors, architects, engineers and building own Garagekeepersers providing clear and concise direction.

D. Inspection Services

A. Inspection support services for both public and private construction projects, including but not limited to building, grading and infrastructure.

B. Inspection services related to Building & Safety plan reviews, approved plans and issued permits

(as identified in Building and Safety Services)

C. Inspection services for all phases of vertical and horizontal construction including but not limited to residential, commercial, and industrial.

D. Inspection services related Reclamation Plan, Financial Assurance Cost Estimate (FACE) and other related documents to ensure compliance with Surface Mining and Reclamation Act of 1975

(SMARA).

E. Administrative Support Services

Minimum Requirements and Qualifications:

Residential and Commercial Building Inspectors

• Current International Code Council (ICC) Residential Building and or Commercial

Inspector certification is required.

• Multiple/Combo ICC Certifications preferred.

• Possess valid California driver's license is required.

• Possess a valid Certified Access Specialist certification.

• Must be familiar with the latest California Building Codes and all others as included in

California Title 24 requirements.

• Must have completed building inspection services on at least three (3) projects within the past five years located in Southern California.

• Have a minimum of five (5) years practical experience in residential building inspection.

• Be capable of field typical residential electrical, plumbing and mechanical installations for compliance with applicable California building codes without benefit of approved plans.

• Be capable of comparing and recognizing deviations between approved plans and actual field installations.

• Ability to read and interpret construction plans and specifications.

• The ability to write precise descriptive correction and/ or stop work notices.

• The ability to effectively communicate with contractors, architects, engineers and building owners, and other members of the public, including providing clear and concise direction and answer questions that may arise.

• The ability to demonstrate excellent oral and written communication skills.

• The ability to provide excellent customer service skills.

• The ability to follow instruction as given.

• The ability to verify installation of product, approval of material used for projects, etc.

• The ability to perform evaluations of complex buildings, multi-family dwelling, schools, and structures at various stages of construction for compliance with approved plans, specifications, jurisdictional codes, ordinances. and other regulations.

Minimum Requirements and Qualifications:

Public Works Inspectors (Grading and Infrastructure)

• Have a minimum of 5 years of experience as a Public Works Inspector.

• Ability to read and interpret construction plans and specifications.

• Proficient in office software and inspection software

• Provide daily inspections and prepare detailed written and photographic documentation of job-related activities.

• Provide continual review of plans and specifications.

• Report all discrepancies requiring corrective actions to the Inspection Manager and/or

Owner’s representative.

• Ability to conduct productive meetings with contractor to review proposed work and schedule inspections.

• Ability to develop "Punch List" items and follow-up with corrective measures.

• Proficient in office software and inspection software

• The ability to demonstrate excellent oral and written communication skills.

• The ability to provide excellent customer service skills.

• Proficient in the Understanding of roadways, underground utilities, and grading

• Proficient computer, writing, organizational, communication skills; good problem-solving capability and interpersonal skills

C. Contractor Responsibility and Performance Requirements

Services shall be provided in an on call, reoccurring or project-based manner identified in the specific services listed in Description of Services. When services are requested by the Deputy Director OCPW/Development Services or their designee, a budget will be developed by the Deputy Director OCPW/Development Services or their designee and Contractor per the rate schedule in Attachment B, for services being provided. Such specific services, including the specific rate and budget will be agreed upon prior to the initiation of the work by both the Deputy Director OCPW/Development Services or their designee.

A. Contractor shall provide all of the management, personnel, and materials requisite to the provision of service.

B. Prior to start of work Contractor shall submit resume of each consultant for approval by the OC

Development Services manager of the related service and/or Division.

A. All Building & Safety Services, engineering related Plan Check and Related Services work shall be performed by civil engineers registered with the State of California to practice civil engineering or properly licensed personnel qualified to perform the specific type of plan check as required by the State of California, with a minimum of 5 (five) years of experience in plan checking.

B. All permit processing work at the public counter and online queue shall be performed by individuals with experience as a Permit Technician. Individuals having the ICC certification for Permit Tech or that meet the County’s minimum requirements for Permit Technicians preferred.

C. Contractor shall bear all costs associated with technical training needed to perform the services included but not limited to the following:

A. Ongoing professional knowledge requisite to the provision of service.

B. Review of, and familiarization with, all key approvals for any OC Development Services needs.

C. County permitting and land management system (LMS) (i.e. the MyOCeservices portal

LMS/CRM Program or equivalent software) and County file management systems organization (Box, SharePoint, shared drives, share portals etc.)

D. Contractor shall provide project Administrative Services as required by County to facilitate effective project coordination, project comments, coordination with County Departments, and reports as required by County.

E. Contractor personnel shall perform services at the County Offices during office hours or as needed.

A. Inspectors shall report at 6:30 AM to Inspection Services offices location.

B. Planning and/or environmental services may have ability to work offsite remotely at the sole discretion of the OC Development Services Manager.

C. Permit processing services may have ability to work offsite remotely at the sole discretion of Deputy Director OCPW/OC Development Services, or their designee.

F. Contractor personnel shall be available to assist customers and staff at the public counter as needed and demonstrate quality customer service.

G. Contractor shall interface directly with the plan check or permit applicant, or with the applicant’s agent(s), on each project for which service shall be performed, when contact with the applicant, or with the agent(s) is requisite to the performance of service. Any such contact and the results thereof shall be documented and reported to County.

H. Contractor personnel shall perform technical report reviews and provide comments in written form to the County.

I. Contractor shall be responsible for providing transportation required to perform the services. The cost of transportation shall be included in the hourly fee rate.

J. Contractor shall adhere to County established review timeframes and period of performance as identified by OC Development Services including but not limited to the following:

A. Standard plan check review timeframes from the date of acceptance of the submittal:

Fifteen (15) business days for first review; ten (10) business days for rechecks and revisions;

five (5) business days for subsequent reviews.

B. Over the counter reviews - same day plan reviews.

C. An exception shall be that, for projects…