OSHA_Safety_Training.pdf

County of Orange, OC Public Works

Invitation for Bid for OSHA Safety Training IFB # IFB-080-2861501-JP

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

COUNTY OF ORANGE

OC Public Works

PROCUREMENT SERVICES

601 N. Ross Street

Santa Ana, CA

92701

Date: Thursday, June 12, 2025

INVITATION FOR BIDS

FOR: OSHA SAFETY TRAINING

BID MUST BE RECEIVED BEFORE:

July 1, 2025 / 2:00 pm

IFB # IFB-080-2861501-JP

Procurement Services Regular Office Hours:

8:00 AM to 5:00 PM

Monday through Friday

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

Table Of Contents

1. Summary & Background

2. General Information

3. General Instructions

4. Scope of Work

5. OCLSB and DVBE Preference Policies Certification Requirements

6. Electronic Fund Transfer (EFT)

7. Pricing

8. Vendor Responses

Attachments:

C - Model Contract _ IFB-080-2861501 OSHA Safety Training

SECTION 1. Summary & Background

The County of Orange, OC Public Works, (hereinafter referred to as County) is requesting competitive bids from qualified vendors (hereinafter referred to as Bidder) for OSHA Safety Training. The awarded

Contract, (hereinafter referred to as Contract) will be between the County and awarded Bidder, (hereinafter referred to as Contractor) in accordance with the model contract terms, conditions and scope of work. This is a fully electronic solicitation – only electronic bids submitted through the County’s online bidding system will be allowed; no other form of bid submittals will be accepted. Prior to submitting a bid, Bidders are advised to carefully read the instructions below, including the model contract and any solicitation attachments and/or exhibits.

NO VALUE

SECTION 2. General Information

2.1 IMPORTANT NOTICE

The County has attempted to provide all information available. It is the responsibility of each Bidder to review, evaluate, and, where necessary, request any clarification prior to submission of a bid. If any person contemplating submitting a bid in response to this IFB is in doubt as to the true meaning of any part of the solicitation documents attached hereto or finds discrepancies in or omissions from the specifications, they must submit a written request for clarification/interpretation to the County Deputy Purchasing Agency

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

2.2 COMMUNICATION

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

Invitation for Bid (IFB). County will provide all official communication concerning this IFB. Any County response relevant to this IFB other than through or approved by County is unauthorized and will be considered invalid.

County of Orange IFB

OC Public Works - OSHA Safety Training, IFB-080-2861501-JP

All questions regarding this IFB must be submitted via the County’s eProcurement Portal at:

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

2.3 CLARIFICATION/INTERPRETATION

If clarification or interpretation of this solicitation is considered necessary by County, a written addendum shall be issued and the information will be posted on County’s online bid system. Any interpretation of, or correction to, this solicitation will be made only by addendum issued by the County DPA. All addenda will be submitted and posted on the County’s online bidding system. It is the responsibility of each Bidder to periodically check the County’s online biding system to ensure that they have received and reviewed any and all addenda to this solicitation. The County will not be responsible for any other explanations, corrections to, or interpretations of the documents, including any oral information.

All questions or requests for interpretation must be received by Thursday, June 19, 2025 before 2:00 pm.

2.4 BID VALIDITY

Bids will be valid for a period of 120 days after IFB closing date.

2.5 IMPORTANT DATES

These dates only apply to IFB # IFB-080-2861501-JP

IFB Post Date: June 12, 2025

Question Submission Deadline: June 19, 2025, 2:00pm

Electronic Bids & Bid Security Deadline: July 1, 2025, 2:00pm

2.6 LOBBYISTS

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

ORANGE COUNTY BOARD OF SUPERVISORS

AND COUNTY AGENCY OFFICERS

Board of Supervisors

Janet Nguyen, First District Vicente Sarmiento, Second District

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

Katrina Foley, Fifth District

County Agency Officers

Claude Parrish, Assessor Hugh Nguyen, Clerk-Recorder

Todd Spitzer, District Attorney-Public Administrator

Don Barnes, Sheriff-Coroner Shari L. Freidenrich, Treasurer-Tax Collector

Andrew Hamilton, Auditor-Controller

SECTION 3. General Instructions

3.1 REVIEW

Before submitting a bid, Bidders shall carefully review the General Instructions and examine the solicitation contents, including the Model Contract Terms, Conditions and Scope of Work. Bidders shall include in their bid response a monetary sum to cover the cost of all items included in the Contract. The Model

Contract contained in this solicitation is the Contract proposed for execution. Upon award, awarded Bidder will be required to sign and submit Contract for execution.

3.2 RESPONSIVENESS

Responsive bids shall include completed submittals/attachments provided in the "Vendor Responses" section.

3.3 BID SUBMISSION

Electronic Bids shall be submitted via the County’s online bidding system via the following link https://procurement.opengov.com/portal/ocgov. All required sections of the IFB as listed above, must be submitted via the County’s eProurement Portal. Bidder is solely responsible for “on time” submission of their electronic bid. The County will not accept late bids and no exceptions shall be made. County will only receive those bids that were transmitted successfully.

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

3.4 AWARD

Upon recommendation of Contract award, Bidder will be required to submit the following documents within seven (7) days of County notification, unless otherwise specified in the solicitation:

A. Insurance: Certificate(s) of Insurance, including additional Insured Endorsement(s); refer to Model

Contract, Article O-Insurance

B. W-9 Form: Current signed W-9 (Taxpayer ID No & Certification), which includes Contractor’s

Legal Business Name(s). Out of State Vendors may be required to submit a 587/590 Form.

3.5 PRICING

A. Bid Prices: The bid prices quoted on this solicitation shall be firm for the entire contract term of the awarded Contract.

B. Addenda: Bid prices offered shall reflect all addenda issued by County.

C. Scope of Work: Bids shall be submitted only for the items and/or services as stated in the Scope of Work, Attachment A of Model Contract; bids for other than the items and/or services listed will not be considered.

D. Firm Prices: The County will only consider firm price bids.

mailto:procurement-support@opengov.com

E. Profit: The net amount of profit will remain firm for the entire term of the Contract. Contract adjustments which increase Contractor’s profit will not be allowed.

F. Price Decreases: All price/rate decreases will automatically be extended to the County. Please reference Paragraph – Price Increase/Decrease provision for additional information.

G. Acceptance: Bids must be provided for each item separately, “all-or-none” bids will not be accepted unless in the best interest of the County.

3.6 NO SUBSTITUTIONS

The bidder is required to meet all specifications and requirements contained in this solicitation. No substitutions will be accepted, unless prior County written approval is received.

3.7 DISCREPANCIES

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

If prior to contract award, a Bidder discovers a mistake in their bid which renders the Bidder unwilling to perform under any resulting contract, the Bidder must immediately notify the buyer and request to withdraw the bid. It shall be solely within the County's discretion as to whether withdrawal will be permitted. If the solicitation contemplated evaluation and award of "all or none" of the items, then any withdrawal must be for the entire bid. If the solicitation provided for evaluation and award on a line item or combination of items basis, the County may consider permitting withdrawal of specific line item(s) or combination of items.

3.8 BID EXPENSES

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

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

A. Preparing its bid in response to this IFB.

B. Submitting that bid to the County.

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

3.9 PROTESTS

In the event a Bidder believes that County’s solicitation is unfairly restrictive or ambiguous or contains conflicting provisions or the Bidder believes that any resulting Contract would be commercially impractical to perform, the Bidder must file a written protest with the County DPA at ocpwcompliance@ocpw.ocgov.com.

A. Procedure All protests shall be typed under the protester’s letterhead and submitted in accordance with the provisions stated herein. All protests shall include at a minimum the following information:

1. The name, address and telephone number of the protester.

2. The signature of the protester or the protester’s representative.

3. The solicitation or contract number.

4. A detailed statement of the legal and/or factual grounds for the protest; and

5. The form of relief requested.

B. Protest of Bid Specifications:

1. All protests related to bid specifications must be submitted to the County DPA no later than five (5) business days prior to the close of the bid. Protests received after the five (5) business day deadline will not be considered by the County.

2. In the event the protest of specifications is denied, and the protester wishes to continue in the solicitation process, they must still submit a bid prior to the close of the solicitation in accordance with the bid submittal procedures provided in the bid.

C. Protest of Award of Contract:

In protests related to the award of a contract, the protest must be submitted no later than five (5) business days after the notice of the proposed contract award is provided by the County

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

1. 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 County DPA, the County Procurement Officer or the Procurement

Appeals Board renders a decision on the protest.

b. Upon receipt of a timely protest, the County DPA will within ten (10) business days of the 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 to be included in the procurement file, 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 protester disagrees with the decision of the County DPA, the protestor may submit a written notice to the Office of the County Procurement Officer requesting an appeal to the

Procurement Appeals Board, in accordance with the process stated below.

B. Appeal Process

A. If the protester wishes to appeal the decision of the County DPA, the protester must submit, within three (3) business days from receipt of the County DPA’s decision, a written appeal to:

Email: CPOAppeals@ocgov.com

Or

County of Orange/County Procurement Office

400 West Civic Center Drive, 5th Floor

Santa Ana, CA 92701 mailto:CPOAppeals@ocgov.com

B. Within fifteen (15) business days, the County Procurement Officer will review all materials in connection with the grievance, assess the merits of the protest and provide a written determination that shall contain his or her decision on whether the protest 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.

3.10 ACCEPTANCE/REJECTION/AWARD

A. Bids submitted in response to this IFB may become subject to public disclosure under the California

Public Records Act, and other applicable law. The County shall not be liable in any way for disclosure of any such records. Additionally, all bids shall become the property of the County.

B. The lowest responsive, responsible Bidder will be recommended for contract award.

C. Bids will be reviewed by the County for responsiveness to all requirements. The County has the right to reject any bid deemed unresponsive or lacking the resources or experience to adequately perform the services described herein.

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

E. Please take notice, non-acceptance of the County of Orange terms and conditions, incorporated in model contract, may deem a bid non-responsive. County may not accept any other terms, conditions, or provisions contrary to those contained within this solicitation.

F. Final award determination shall be based upon the lowest responsive, responsible bid, and may also include a review of Bidder’s ability to meet the requirements and perform the services specified in this solicitation; Bidder’s references and past performance; and Bidder’s acceptance of County of

Orange terms and conditions. In addition, County reserves the right to verify and validate any information prior to Contract Award and during the entire term of the Contract.

G. By submitting a response to this solicitation, Bidders agree to accept the decision of the County

DPA as final.

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

3.11 RIGHTS RESERVED TO COUNTY

The County reserves the right to:

A. Waive, at its discretion, any irregularity or informality, which County deems correctable or otherwise not warranting rejection of the bid.

B. County reserves the right, at its sole discretion, to make multiple awards to Bidders for services requested in this solicitation.

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

D. Negotiate the final Contract with the lowest, responsive and responsible Bidder or Bidders as necessary to serve the best interests of the County.

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

F. Award its total requirements to one Bidder or to apportion those requirements among two or more

Bidders as the County may deem to be in its best interests; therefore, bids must be provided for each item separately; “all-or-none” bids will not be accepted unless in the best interest of the

County.

3.12 JOINT BIDS

Where two or more Bidders desire to submit a single bid in response to a 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 or multiple firms, but not with multiple firms doing business as a joint venture.

3.13 UNFAIR PRACTICES AND OTHER LAWS

Bidder warrants that its bid complies with the Unfair Practices Act (Business and Professions Code Section

17000 et seq.) and all applicable County, State and Federal laws and regulations.

3.14 INDEPENDENCE OF BID

By submitting a bid, Bidder swears under penalty of perjury that it did not conspire with any other supplier to set prices in violation of anti-trust laws.

3.15 AMERICANS WITH DISABILITY ACT (ADA)

To comply with the non-discrimination requirements of the ADA, it is the policy of the County to make every effort to ensure that its programs, activities and services are available to all persons, including persons with disabilities. For persons with a disability needing a reasonable modification to participate in the procurement process, or for persons having questions regarding reasonable modifications for the procurement process, you must contact the buyer listed in the solicitation.

3.16 DUNS NUMBER

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 bid submission response.

SECTION 4. Scope of Work

4.1 BACKGROUND:

Training is needed to comply with the Occupational Safety and Health Administration (OSHA) law and regulations. OSHA requires that employers provide training to workers who face hazards on the job.

4.2 SCOPE OF WORK:

Contractor shall provide all labor, materials necessary, for OSHA Safety Training. Training may be conducted on or off-site.

A. Contractor shall:

1. Gear training towards County operations, goals and to the experience of attendees/employees;

2. Prior to the beginning of instruction, Contractor’s Training Coordinator and Instructor will have a conference call with the County’s Project Manager;

3. Request materials such as policies, procedures and manuals to help customize the training to County needs;

4. Have the Instructor will arrive at least 30 minutes prior to training in order to make sure A/V equipment is set-up and materials are ready for students;

5. Provide the following training supplies and equipment as applicable:

a. Student manuals;

b. Worksheets (where applicable to exercises);

c. Examinations (80% standard pass rate);

d. Course Evaluations;

e. Certificate of Completion/Wallet Card (if applicable);

6. Have the Instructor start class promptly at start time and introduce himself/herself to students along with their background;

7. Have training classes conducted using a variety of methods. All exercises and examinations shall comply with Cal OSHA and other applicable regulations;

8. Have the training conclude after all items have been completed:

a. Presentation/Videos;

b. Examination (If applicable);

c. Hands-On;

d. Student evaluations;

9. Present Certificates of completion and exams. Upon completion of classes, graded exams and certificates will be provided to County;

10. Have all materials uploaded into a Secure “Cloud” Access and mailed to County for record keeping;

11. Upon fifty (50) days prior to expiration of the certificate, give County a report of the students who are expiring to ensure that they remain in compliance.

B. County shall:

1. Have staff wear comfortable clothing. Confining clothing could make the handson exercises uncomfortable and hinder proper learning. Women should wear pants in most cases.

2. Have staff attend the entire class and participate in all practice sessions to receive certification of course completion.

3. Have staff arrive to class on time. Any student arriving late to class may not receive certification of course completion.

C. A Multimedia projector is needed for the audio/visual-training portion of the class. If this is not available, Contractor will assist in providing.

4.3 SAFETY TRAINING COURSES:

A. Backhoe/Loader Operator Safety- initial level - This training session will increase the operator's awareness of the importance of safety operations and practices. Increase knowledge regarding the safe operational practices, hazards, capabilities and limitations of the equipment.

B. Bulldozer Operator Safety Awareness - This training session will increase the operator's awareness of the importance of safety operations and practices. Prerequisite: Prior experience operating a bulldozer.

Training covers safety aspects, preventive maintenance, operating techniques, and proper procedures for using bulldozers. Classroom and handson simulations.

C. Defensive Driver Training Commercial (Class A) - Prerequisite: Class A license. Purpose is to increase the vehicle operator’s awareness of the importance of safe driving principles and practices. A class A Commercial Driver’s License allows a licensee to operate a combination of vehicles with a Gross Weight Rating (GVWR) of 26,001lbs. or more. This training will cover general principles of defensive driving, DMV rules and regulations, correct driving techniques, speed, and space management, reading the road, signs of the highway, conducting a vehicle inspection, and California vehicle codes.

D. Excavator Operator Safety - Prerequisite: Should have experience with operating excavators. Training will increase the knowledge regarding the safe operational practices, the hazards, and the capabilities and limitations of the equipment.

E. Forklift Operator - This training will increase operator’s awareness of the importance of safety operations and practices.

F. Front-End Loader Operator Safety - Prerequisite: Previous operator experience is required. This training will increase the Operator’s knowledge regarding the safe operational practices, the hazards and the capabilities and limitations of the equipment.

G. Hearing Conservation Awareness - To educate staff on the importance of following the Hearing

Conservation program and the purpose of Audiometric testing.

H. Hand and Power Tools Awareness - This training session will increase the operator's awareness of the importance of safety operations and practices; hazard recognition, hand and power tool safety precautions.

I. Injury and Illness Prevention - Prerequisite: Review of the County IIPP (Injury and Illness Prevention

Program) is required. Contractor shall train on the basic requirements of the IIPP; responsibility, compliance, communication, hazard assessment, accident/exposure investigations, hazard correction, training and record keeping.

J. Personal Protective Equipment (PPE) Safety Awareness - This training will review the necessity of using PPE to reduce staff exposures to hazards when engineering and administrative controls are not feasible or effective in reducing hazard exposures to acceptable levels.

K. Traffic control and flags for public safety - This training session will increase the operator's awareness of the importance of safety operations and practices. A review of applicable rules for the safe planning, installation and removal of temporary traffic control for construction and maintenance work zones. This training incorporates street diagram tabletop exercises and hands-on training with temporary traffic control devices.

L. Crane NCCCO Certification Training – Certification preparatory training, NCCCO written exam for new operators and recertification, and NCCCO practical exam for new operators. Attendees will receive student manual and related hand-outs. Training aids, videos, copyrighted manuals, and tests will be used in each training program. NCCCO Certification Cards will be issued by NCCCO upon successful completion of the written and practical examinations.

M. Skid-Steer Loader Operator- This training will instruct and familiarize the operator in the safe operation of a skid-steer.

N. Overhead Crane Operator and Rigging Safety Training – This will teach the student to identify the various types of rigging equipment and safe rigging practices. The student will gain the basic understanding of the fundamentals of rigging and will be able to identify potential safety problems.

O. Motor Grader Operator Safety Training – Classroom training followed by hands-on training, emphasis on behind the wheel exercises, applicable rules and regulations, operator safety precautions, inspections, controls, transporting and safe operating techniques.

P. Dump Truck Operator Safety – Training will require students to go through classroom training and hands-on training. This course will cover company policies and procedures, OSHA & state regulations, proper pre-shift inspection, basic truck operation, common safety practices, loading and unloading of truck.

Q. Rigger/Signal Person – This training will provide students in the safe identification of rigging equipment such as spreader bars, shackles, hooks, sheaves, wire rope, block and tackle, and slings, and crane theory, and hand signals both hand and voice.

R. First Aid/Cardiopulmonary Resuscitation (CPR)/Automated External Defibrillators (AED) – Training will require students to go through classroom and hands-on training. This course will cover basic first aid procedures, stop the bleed procedures, and assessing and treating various injuries, as well as cardiopulmonary resuscitation (CPR) techniques and how to recognize and respond to cardiac emergencies, perform chest compressions, and use an automated external defibrillator (AED).

S. Skip Loader Operator - This training will instruct and familiarize the operator in the safe operation of a

Skip Loader.

T. Confined space training - This training is for underground confined space.

4.4 TRAINING EQUIPMENT:

OSHA requires that all training be conducted on equipment provided by the County; such as, but not limited to heavy equipment, personal protection equipment (i.e.: Respirators, Fall Protection Equipment, Tripods) in good working order. Contractor’s field personnel carry limited equipment, however, can make available resources for the purchase or rental of any equipment outside the scope of this Contract when necessary. Contractor requests current operation, maintenance, and safety manuals are made available before training when applicable.

4.5 TRAINING DATES & LOCATION:

A. Training Dates: To be determined by County’s Project Manager B. Location: To be determined by County’s Project Manager (There are both Contractor and County sites) C. Attendees: To be determined by County’s Project Manger

4.6 TRAVEL:

First hour of travel – No Charge. Mileage shall be charged at current IRS approved rate. County Project

Manager to agree in writing upon any rates for other travel expenses.

4.7 CANCELLATION OR NO SHOWS:

Cancellations must be confirmed 3 days prior to the schedule event. Cancellations less than 3 days will result in a charge equal to 50% of total amount per class. No-shows are non-refundable.

4.8 ADDITIONAL WORK:

1. Upon County request, Contractor shall submit supplemental proposals for Additional Training not called for under the Scope of Work of this Contract. Contractor must obtain County Project Manager’s written approval prior to providing any additional training.

2. County reserves the right to obtain supplemental proposals from, and use, alternate sources for completion of the additional training and to utilize the data provided under this Contract to obtain necessary services.

3. If County authorizes training by an alternate source, Contractor may be relieved of responsibilities pertaining to the supplemental training being provided during the subsequent warranty period.

4. Contractor shall continue to provide training in all areas not affected by the supplemental training provided by alternate sources.

5. Upon mutual acceptance of the additional training, Contractor shall again be responsible for all services originally covered under this Contract and the work performed under this section.

4.9 TRAINING MANAGEMENT SYSTEM

I. SYSTEM REQUIREMENTS

A. County shall have 24 hour, 7 days a week access to their training records to view courses, manage training records and print student certificates.

1. through any web-enable device County can have instant access to their data, run reports, and assign/update records.

B. The system shall provide reporting functionality which can be exported in CSV, Excel and PDF. County shall receive immediate student access to records showing proof that training has been completed.

4.10 TRACK MULTIPLE DEPARTMENTS

1. County shall be able to separate the information amongst multiple departments to allow individual managers easy access to track their employees scheduled training and expired courses

2. Each Manager is assigned their own unique login where they can update their profile and contact information

3. Managers can individually Request Training online for upcoming classes needed

4.11 DOCUMENTATION

1. County shall be able to find documents that pertain to that class in one central location.

2. Record keeping shall be updated daily. County shall be able to run reports on the entire County, individual departments, trainees, topics or for specific time periods

3. Contractor shall list all available trainings as they become available throughout the calendar year.

County shall be notified as soon as there are any changes or updates to the trainings and dates.

4.12 AUTOMATIC REMINDERS AND ALERTS

1. Automatic reminders and email notifications shall be sent to managers and leads three (3) months in advance when trainees are up for renewal to stay in compliance with Cal/OSHA

4.13 EMPLOYEE RECORDS

1. Every trainee will be requested to take a picture as a safety measure to make sure that it is them. Once the class is complete, trainees will get their own unique Trainee ID Card with Trainee ID Number

Assigned to them

2. Using an iPhone Camera or QR Code Reader Students will have the ability to show their records to anyone who asks without logging into the system o QR codes can be used to scan into classes as a security measure and to get credit for taking the course

4.14 TRAINEES MEMBER PORTAL

Trainees will have direct access to their own training records through their student profile page from any web-enabled device.

SECTION 5. OCLSB and DVBE Preference Policies Certification Requirements

County of Orange Local Small Business (OCLSB) Preference and Disabled Veteran Business

Enterprise (DVBE) Preference Policies Certification Requirements

5.1 OCLSB:

OCLSB: Effective January 1, 2020, County of Orange Board of Supervisors adopted the OCLSB

Preference policy. Implementation of the OCLSB Preference policy supports local businesses, the local economy and the development of the County’s tax base.

To be certified as a Local Small Business by the County of Orange, a business shall meet (1) and (2) below:

A. Local Business Requirements:

1. maintains their principal center of operations (i.e. headquarters) within Orange County, and:

2. has:

a. a business address located in the County of Orange that is not a post office box, or

b. a valid business license or certificate of occupancy issued by the County of Orange or by an Orange County city, or other documentation acceptable to the County of Orange.

B. Small Business Requirements:

1. Must be certified as a Small Business by the State of California Department of General

Services (DGS): and,

2. DGS Small Business requirements must be valid at the time of bid submittal.

5.2 DVBE:

Effective January 1, 2021, County of Orange Board of Supervisors adopted the DVBE Preference policy.

The DVBE Preference policy supports local business opportunity, economy and the development of

County’s tax base, and in addition recognizes the service and sacrifice given by the men and women of our Armed Forces.

To be certified as a Disabled Veteran Business Enterprise by the County of Orange, a business shall meet

(A) and (B) below:

A. Must be certified as a DVBE by the State of California Department of General Services (DGS);

and, B. DGS DVBE requirements must be valid at the time of bid submittal.

To participate as an OCLSB and/or DVBE please read and follow the process outlined in COUNTY OF

ORANGE LOCAL SMALL BUSINESS (OCLSB) AND DISABLED VETERAN BUSINESS

ENTERPRISE (DVBE) CERTIFICATION REQUIREMENTS in the VENDOR RESPONSES.

5.3 OCLSB/DVBE CERTIFICATION REQUIREMENTS:

County Of Orange Local Small Business (OCLSB) Preference And Disabled Veteran Business

Enterprise (DVBE) Certification Requirements

A. To participate as an OCLSB and/or DVBE the following requirements must be met:

1. Must be certified with State of California the Department of General Services (DGS) as a

Small Business - https://caleprocure.ca.gov/pages/sbdvbe-index.aspx

2. Must be certified with DGS as a DVBE - https://caleprocure.ca.gov/pages/sbdvbe-index.aspx

3. maintains their principal center of operations (i.e. headquarters) within Orange County

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

5. Complete and sign the Affirmation form attached herein. The signed Affirmation form and the OCLSB Certification are required and must be returned with the solicitation response

B. OCLSB or DVBE Preference provides for the following:

1. Invitation for Bid – IFB

A five percent (5%) deduction in the original bid price shall be applied to all confirmed

OCLSB or DVBE bidders for evaluation purposes. If the lowest bidder is a certified OCLSB or DVBE bidder, the contract will be awarded at the certified OCLSB or DVBE’s original bid price. The maximum allowable preference deduction is $100,000.

2. Request for Proposal - RFP

An additional five percent (5%) shall be applied to the tallied cost score of each certified

OCLSB or DVBE to obtain their final score. If the final score of any OCLSB or DVBE matches the final score of a non-OCLSB or non-DVBE, preference shall be given to the certified OCLSB. If two or more OCLSB or DVBEs have the same final score, the County shall determine the contract award based on the County’s best interest.

C. Dual OCLSB and DVBE Preference provides for the following:

1. Business Certified as OCLSB and DVBE

If a State-certified OCLSB is also a State-certified DVBE, the preference given to that business shall be 8% instead of 5%.

D. Subcontractors

If bidder is submitting subcontractors to qualify for the OCLSB or DVBE preference, bidder must demonstrate through the Staffing Plan that 20% of the total bid amount is allocated to the OCLSB and/or DVBE subcontractor(s).

*NOTE: DVBE PREFERENCE IS NOT APPLICABLE TO PUBLIC WORKS OR A-E

CONSTRUCTION PROJECTS.

SECTION 6. Electronic Fund Transfer (EFT)

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

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

SECTION 7. Pricing

COST OF TRAINING

Line Item Number of Students (capacity depending on the class) Quantity Additional

Student

Rate

Rate Total

1 8 Hour Single Day Training for 10-15 students per session 1 $

2 4 Hour Single Day Training for 10-15 students per session 1 $

3 2 Hour Single Day Training for 10-15 students per session 1 $

4 8 Hour Single Person Training /

Multiple classes 1 $

5 Multiple Day, 8 hours per day, 10-15 students per session 1 $

TOTAL

SECTION 8. Vendor Responses

8.1 BID VALIDITY: *

Bids will be valid for a period of 120 days after the solicitation closing date.

☐ Please confirm

*Response required

8.2 CONTRACTOR INFORMATION

8.2.1 Name of Bidder*

Please state the Name of Bidder here.

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

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

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

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

*Response required

8.2.2 Bid Guaranty - Bid Bond?*

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

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

☐ Yes

☐ No

*Response required

When equals "Yes"

8.2.3 Bid Bond

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

When equals "Yes"

8.2.4 Bidder Security - Other*

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

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

*Response required

8.3 COMPANY PROFILE & REFERENCES

8.3.1 Company Legal Name*

*Response required

8.3.2 Company Legal Status*

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

*Response required

8.3.3 Active Licenses*

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

*Response required

8.3.4 Corporate Office Address*

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

*Response required

8.3.5 Local Business Address(es)*

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

• Full address:

• Telephone Number:

• E-mail Address:

*Response required

8.3.6 Length of Time Firm Has Been In Business*

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

*Response required

8.3.7 Length of Time At Current Location*

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

*Response required

8.3.8 Regular Business Hours*

*Response required

8.3.9 Regular Holidays and Hours When Business Is Closed*

*Response required

8.3.10 Federal Taxpayer ID Number*

*Response required

8.3.11 DUNS Number*

Please provide your D-U-N-S Number

*Response required

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

State?*

☐ Yes

☐ No

*Response required

8.3.13 Corporation?*

Is your firm incorporated?

☐ Yes

☐ No

*Response required

When equals "Yes"

8.3.14 State of Incorporation?*

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

Incorporation.

*Response required

When equals "Yes"

8.3.15 Contract Signature Authority - Executive Signature*

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

Chairperson of the Board.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "Yes"

8.3.16 Contract Signature Authority - Financial Signature*

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

Secretary, Chief Financial Officer, or Treasurer.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "No"

8.3.17 Contract Signature Authority*

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

• Contact Full Name:

• Contact Title:

• Contact Number:

• E-mail Address:

*Response required

8.3.18 Sole Proprietor Under Different Name?*

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

☐ Yes

☐ No

*Response required

When equals "Yes"

8.3.19 Sole Proprietor's Name*

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

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

*Response required

8.3.20 Contact Person for Solicitation*

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

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

8.3.21 Project Manager*

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

• Project Manager Full Name

• Project Manager Telephone Number

• Project Manager Email Address

*Response required

8.3.22 Contact Person for Accounting*

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

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

8.3.23 Emergency Contact*

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

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

• Contact Person Telephone/Cellphone Number

• Contact Person Email Address

8.3.24 References*

Do you have letters from at least three references (not including County of Orange References) that include:

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Telephone Number of Contact

• Contact Email Address

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

If you do not have letters you will be able to provide the same information electronically in the next question by answering "No" here.

☐ Yes

☐ No

*Response required

When equals "Yes"

8.3.25 References - Letters*

Please upload your letters from at least three references (not including County of Orange References) that include:

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Contact Email Address

• Telephone Number of Contact

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

*Response required

When equals "No"

8.3.26 References - Information*

Please provide the following information regarding at least three references (not including County of

Orange References):

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Telephone Number of Contact

• Contact Email Address

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

The references will be contacted for verification, and these contacts must be current and able to respond promptly.

*Response required

8.4 BIDDER CERTIFICATION

8.4.1 Conflict of Interest*

Bidder must certify either Yes or No below:

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

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

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

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

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

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

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

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

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

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

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

Successor Agency to the Orange County Development Agency

☐ Yes

☐ No

When equals "Yes"

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

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

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

8.4.3 Litigation*

Bidder must certify either Yes or No below:

Bidder certifies current/past litigation as follows:

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

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

☐ Yes

☐ No

*Response required

When equals "Yes"

8.4.4 Bidder shall provide detailed information regarding litigation (court and case number), liens, or claims involving any proposed subcontractors, or any company that holds a controlling interest in subcontractor firm(s), against the County of Orange in the past seven (7) years.* *Response required

8.4.5 Name/Ownership Changes:*

Respondent must certify either Yes or No below:

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

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

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

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

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

☐ Yes

☐ No

When equals "Yes"

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

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

Veteran Business Enterprise (DVBE)?* To participate as an OCLSB and/or DVBE, the requirements in the OCLSB AND DVBE PREFERENCE

POLICIES CERTIFICATION REQUIREMENTS must be met.

☐ Yes

☐ No

*Response required

When equals "Yes"

8.4.8 County of Orange Local Small Business (OCLSB) and/or Disabled Veteran

Business Enterprise (DVBE) Affirmation* Please download the below documents, complete, and upload.

• Local_Small_Business_(OCLSB...

*Response required

When equals "Yes"

8.4.9 DVBE Certification Number*

To be certified as a Disabled Veteran Business Enterprise by the County of Orange, a business shall meet (1) and (2) below:

A. Must be certified as a DVBE by the State of California Department of General Services (DGS);

and, B. DGS DVBE requirements must be valid at the time of bid/proposal submittal.

Enter your DVBE Certification Number. If you do not have it then please state "N/A" here.

*Response required

8.4.10 SBA Certification Number*

If you do not have an Small Business Administration (SBA) Certification Number then please state "N/A" here.

*Response required

8.4.11 Statement of Compliance*

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

https://government-project.s3.us-west-2.amazonaws.com/132866/3fa09ece-1c56-45d9-a793-80dcace28ee6_Local_Small_Business_%28OCLSB%29_Preferennce_and_Disabled_Veterna_Business_Enterprise_%28DVBE%29_Affirmation.docx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4J5Z7ZAVG%2F20250612%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250612T215353Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEB0aCXVzLXdlc3QtMiJHMEUCIDgZZK117YYy0kqI2AJdPl%2B0bmTc27QZgBv98BfZvZgbAiEA9U9FILC%2F1tVrtMqKQa%2F4oE2yt%2FGpA3ICJB9adplRhi0qjAUI9v%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FARACGgw4OTIzNjQ2ODc2NzIiDIRMYtLrTQg3xcBvvirgBDW3RBrra%2BW48Sxjj7jqO1wEr4APjSjMk0wEum7KswOYluPoEtwawM633f0nFXqjB1Ko6C4O212mXW%2FFzpT6jMGzY%2Fj92%2BdFwDGG3h7id6ryZlrBfYuwZ9EzkA2GaHf0UsQhUvhcGV757it0aUTiT0BmtMBeasIBzb6xz0t3OV%2FtBVfx2k0sP%2Bc5v2Xvq0IcJsfnrvc3Z10s8uOd0hdNLDQyPiGmV1AvKK46%2BewqmmMuhMiSjoX7Mb8H1h%2Bz9dJNTb4Qu8vCKz5N4ch%2FK4PxCXmH%2B2aJyxl5vWxw%2FKdsYKsczM3Q9adrvRCsQw5m06ClGnaj%2FdDJYTNrxJiATYARdtbCyYUdLez2iZdNtsDFjb8QOfdj9QP2qq78aW1afWdbvPPGLlZQGVYuI3BGqpXpUYaNIOfMsA4DetxVbQNtueESz%2FBRA6VOq8yBrI5fxxC48mqbSRdW14YjnQh8PBkj0IjMwzxj62cHisakMcfWsW%2FcE9lLJNY%2Bs5Upp1l595%2F7JgPg08SDv7Ue9jYlwtQtj2eTx543fyvbYTjOpHITNoX7y4h091G51eCK%2Fe24wgXMCXSChmLgZAHaaT52eCex9toq5vM1ORS4sIhivAF%2FW1uKGpSglqXWolJSB60vlktFIJZsUxIgJQ%2B5PhchBTCVpQ%2FILPMWKNfnt8AnM%2BV6pZXhQj5rN68o8pNFyakrPxA2CJFYIEnQbGOctqTUUmpttsnTADc4G%2F4bOvFlVj5600x0KxgukVb%2B7q%2BtclzMHv0GetcS1PRjSiT11XBE5fl4fhl9dVYUfgB%2FmfZc3KuciJwNMPuArcIGOpsBXNLeRM6YBPHngu%2BtAEuDB6k5uNECPI0VJ%2BG7hHz4PcpCvA9PZZIXne67rRY8F4ymQinH7j01%2FZbhHlZlA18rYkEct5nCma2ZtGQ37egsZWe9C3PVNIlZ1y7WUJ92E%2BtrqI%2FtGYdypescsXN5h6IfbpPdzOggoP1cfbCi8OfC3NEKijzMNCRZRzbIXTZpIkwb3HXBJRqK%2BxJDDyc%3D&X-Amz-Signature=f46fe257f168c49483747d581343591ff3f0c36c54191119a8b7db15f79f289b&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Local_Small_Business_%28OCLSB%29_Preferennce_and_Disabled_Veterna_Business_Enterprise_%28DVBE%29_Affirmation.docx%22&x-id=GetObject

B. (No): Bidder certifies it is in strict compliance with this IFB, including the terms and conditions set forth in the Model Contract and its Attachments and Exhibits, except for those exceptions expressly listed as required by this IFB and attached hereto.