Preventative Maintenance for Activated Sludge 2 Blowers at Plant No. 1.pdf

REQUEST FOR PROPOSALS

for

Preventative Maintenance for Activated Sludge 2 Blowers at Plant No. 1

S-2026-727

ORANGE COUNTY SANITATION DISTRICT

18480 BANDILIER CIRCLE

FOUNTAIN VALLEY, CA 92708

KEY ACTION DATES

Release Project Date June 18, 2026

Pre-Proposal Meeting (Mandatory) June 30, 2026, 10:00am Plant No. 1 - Warehouse Conference Room

10844 Ellis Ave., Fountain Valley, CA 92708

Question Submission Deadline July 6, 2026, 2:00pm

Response Submission Deadline July 22, 2026, 2:00pm

Buyer: Desiree Rodriguez

ALL PROPOSERS MUST BE REGISTERED ON OC SAN’S OPENGOV SYSTEM IN ORDER

TO SUBMIT A PROPOSAL.

REQUEST FOR PROPOSALS Page 2 of 28 Specification No. S-2026-727

1. REQUEST FOR PROPOSALS

Preventative Maintenance for Activated Sludge 2 Blowers at Plant No. 1

Specification No. S-2026-727

Submittal Information:

Orange County Sanitation District (OC San) of Orange County, California, will receive proposals until 2:00 pm on Wednesday, July 22, 2026. Proposals must be received via our OpenGov Procurement & Contract

Management system at www.ocsan.gov by the date and time herein above set forth. The buyer will then examine each proposal for responsiveness.

Proposals must be submitted in accordance with all provisions of the specification.

Summary:

The Orange County Sanitation District (OC San) is seeking a qualified Contractor to provide preventative maintenance services for four (4) TURBLEX/HV-TURBO Single-Stage Centrifugal Blowers at its Plant No. 1

Activated Sludge Facility No. 2 (AS2). These blowers supply compressed air to six (6) aeration basins that support the conventional activated sludge process.

Pre-Proposal Requirements:

OC San has scheduled the following Mandatory pre-proposal meeting for this procurement.

Pre-Proposal Location Facility Address Date & Time

OC San Plant 1

Purchasing Conference Room

10844 Ellis Avenue

Fountain Valley, CA 92708

Tuesday, June 30, 2026

10:00 am

Proposers are required to attend the mandatory pre-proposal meeting to be eligible for this proposal. OC San will not accept proposals from proposers who do not attend the mandatory pre-proposal meeting. Failure to attend renders a proposal non-responsive.

The purpose of the pre-proposal meeting is to familiarize interested proposers with OC San’s requirements, the technicalities of the scope of work, and to answer questions related to the RFP. The pre-proposal meeting is anticipated to last approximately 1 hour in duration.

The meeting starts promptly at the designated time referenced above. Proposers shall allow ample time to locate the facility, park, and sign-in. Proposers should be prepared to walk to the work area, if needed.

Personal Protective Equipment (PPE) Requirements for job walks and work within the plant are listed in

Section 2.13 of this RFP. OC San will not provide personal protective equipment to attendees.

Job Walk participants who do not have the appropriate personal protective equipment will not be allowed to participate in the job walk due to safety concerns.

https://www.ocsan.gov/

REQUEST FOR PROPOSALS Page 3 of 28 Specification No. S-2026-727

Desiree Rodriguez, Buyer

Contracts, purchasing & Materials Management

ATTENTION PROPOSERS:

Only RFP documents downloaded from the Orange County Sanitation District's OpenGov Procurement &

Contract Management portal shall be considered official. Companies may access the portal by going to https://procurement.opengov.com/portal/ocsan.

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

REQUEST FOR PROPOSALS Page 4 of 28 Specification No. S-2026-727

2. GENERAL PROVISIONS

The following general proposal provisions, Contract provisions, Scope of Work, all Exhibits, and Terms &

Conditions provided herein shall apply to all proposals.

2.1 Proposal Cost

Proposal cost must be submitted electronically as a separate file in OC San's OpenGov Procurement portal.

2.2 Proposal Validity

Proposals submitted hereunder shall be valid for a period of not less than 180 calendar days from the date of submittal.

2.3 Proposal Withdrawal

If a Proposer wishes to withdraw their Proposal they may do so without prejudice at any time before the scheduled proposal due date. The withdrawal of a proposal does not prejudice the right of a Proposer to submit a new proposal before the deadline for delivery of proposals. A Proposer may withdraw their proposal prior to the deadline for receipt of proposals by clicking the "Unsubmit" button.

2.4 Preparation Costs

All costs incurred in the preparation, submission and/or presentation of any proposal responding to this

Request for Proposal package, including, but not limited to prospective proposer’s travel and personal expenses shall be the sole responsibility of the proposer and shall not be reimbursed by OC San.

OC San shall not pay for any costs incurred for proposal preparation as a result of termination of this Request for Proposal or termination of the Contract resulting from this proposal.

2.5 Disqualification of Proposals

More than one proposal from any person, firm, partnership, corporation, or association under the same or different names will not be accepted and any reasonable grounds for believing that any person, firm, partnership, corporation, or association has a legal interest in more than one proposal will be cause for rejecting all proposals in which such person, firm, partnership, corporation, or association has an interest.

Apparent collusion among the Proposers will likewise be sufficient cause for rejecting any or all proposals, and the participants in such collusion may be barred or disqualified from submitting future proposals to OC San.

Proposals in which the prices obviously are inconsistent may be rejected. The wording of the proposals shall not be changed. Any additions, conditions, limitations, or provisions inserted by the Proposer will render the proposal irregular and may cause its rejection. OC San reserves the right to reject any and all proposals, extend deadlines, and enter negotiations with any Proposer.

2.6 Receipt of Proposals

All Proposers must submit their proposals electronically and upload all required forms by the date and time called for in the RFP, which is at 2:00 pm on Wednesday, July 22, 2026.

2.7 Confidential Information

Proposals submitted to OC San may contain technical, financial, or other information that, if publicly disclosed, may cause substantial injury to the Proposer’s competitive position, or may be a trade secret. To protect such information from disclosure, the Proposer may upload a Public Copy of their proposal that redacts any purported confidential information. The file uploaded should be clearly titled “Public Copy”.

REQUEST FOR PROPOSALS Page 5 of 28 Specification No. S-2026-727

Redaction consists of the Proposer making the sensitive information unreadable. This can be done by blacking out the text with a marking pen or covering the text with a blank piece of paper. By redacting or covering the text rather than deleting the text, the pagination of the original proposal will be preserved.

In the event that a “Public Copy” is not provided at time of Proposal submission, OC San shall assume that the proposer has declared and agreed that no Confidential Information exists in its proposal and make the original proposal available in its entirety to Public Information Records Requests.

OC San will use its best efforts to inform the Proposer of any request for any financial records or documents marked “Trade Secret”, “Confidential”, or “Proprietary” provided by the Proposer to OC San. OC San will not advise as to the nature or content of documents entitled to protection from disclosure under the California

Public Records Act.

OC San will not be held liable for any damage or injury which may result from any disclosure of information provided by Proposer. In submitting a Proposal, the Proposer agrees to indemnify, defend, assume, and pay for all costs incurred by OC San including, but not limited to, attorneys’ fees awarded by the court, if the

Proposer asserts that information provided by Proposer is confidential information, and in reliance upon

Proposer’s affidavit, OC San does not disclose material provided to OC San by the Proposer.

2.8 Protests

By submitting a Proposal, each Proposer hereby agrees and understands that the Proposer must comply with

Orange County Sanitation District's "Filing of Protests and Protest Procedures".

2.9 Debriefing

A debriefing is available upon request to anyone who submitted a proposal response to a solicitation

(Proposer). A Proposer will be accorded fair and equal treatment with respect to its opportunity for debriefing on Proposer’s submitted proposal. Debriefings will be scheduled after Contract award. Debriefings may be done orally, in writing or by any other method acceptable to OC San.

2.10 Addenda

Any OC San changes to the requirements will be made by an addendum to this RFP. Any addendum issued pertaining to this RFP shall be incorporated into the terms and conditions of any resulting Contract. OC San will not be bound to any modifications to or deviations from the requirements set forth in this RFP as the result of oral instructions.

2.11 Clarifications

Should a Proposer require clarification of this RFP; the Proposer shall notify OC San in writing in accordance with Section Inquiries below. Should it be found that the point in question is not clearly and fully set forth, OC

San will issue an addendum clarifying the matter which will be sent to all parties who have downloaded the official RFP documents.

2.12 Inquiries

Prospective Proposers are required to put all questions, clarifications, or comments in writing and submit online via the Q&A process for this RFP at OC San’s OpenGov Procurement portal at https://procurement.opengov.com/portal/ocsan on Monday, July 6, 2026 at 2:00 pm.

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

REQUEST FOR PROPOSALS Page 6 of 28 Specification No. S-2026-727

2.13 OC San Personal Protective Equipment (PPE) Requirements

OC San will not provide personal protective equipment to Contractors. Contractors are required to wear long pants, long or short sleeved shirts (no tank tops), and all the listed personal protective equipment that meets the following criteria:

o Enclosed Safety-Toe Shoes must meet ASTM F2413. ASTM numbers must be legible on the tongue or insides of the shoes, o Safety Glasses must meet ANSI Z87, o Hard Hats must meet ANSI Z89.1, and o Safety Vest ANSI/SEA 107-2004 Class 2 requirements.

o 4-Gas Atmospheric Monitors

2.14 Contractor's Employee Compensation

General Prevailing Rate – OC San has been advised by the State of California Director of Industrial Relations of its determination of the general prevailing rate of per diem wages and the general prevailing rate for legal holiday and overtime work in the locality in which the work is to be performed for each craft or type of work needed to execute this Contract. The Contractor agrees that not less than said prevailing rates shall be paid to workers employed on this works Contract as required by Labor Code Section 1774 of the State of California.

Per California Labor Code 1773.2, OC San will have on file copies of the prevailing rate of per diem wages at its principal office and at each job site, which shall be made available to any interested party upon request.

Forfeiture For Violation - Contractor shall, as a penalty to OC San, forfeit fifty dollars ($50.00) for each calendar day or portion thereof for each worker paid (either by the Contractor or any subcontractor under it) less than the prevailing rate of per diem wages as set by the Director of Industrial Relations, in accordance with Sections 1770-1780 of the California Labor Code for the work provided for in this Contract, all in accordance with Section 1775 of the Labor Code of the State of California.

Apprentices – Sections 1777.5, 1777.6, 1777.7 of the Labor Code of the State of California, regarding the employment of apprentices are applicable to this Contract and the Contractor shall comply therewith if the prime Contract involves thirty thousand dollars ($30,000.00) or more or twenty (20) working days or more; or if contracts of specialty contractors not proposing for work through the general or prime Contractor are two thousand dollars ($2,000.00) or more or five (5) working days or more.

Workday – In the performance of this Contract, not more than eight (8) hours shall constitute a day’s work, and the Contractor shall not require more than eight (8) hours of labor in a day from any person employed by him hereunder except as provided in Section Forfeiture for Violation above. Contractor shall conform to Article

3, Chapter 1, Part 7 (Section 1810 et seq.) of the Labor Code of the State of California and shall forfeit to OC

San as a penalty, the sum of twenty five dollars ($25.00) for each worker employed in the execution of this

Contract by Contractor or any subcontractor for each calendar day during which any worker is required or permitted to labor more than eight (8) hours in any one calendar day and forty (40) hours in any one week in violation of said Article. Contractor shall keep an accurate record showing the name and actual hours worked each calendar day and each calendar week by each worker employed by Contractor in connection with the project.

Registration; Record of Wages; Inspection - Contractor shall comply with the registration requirements of

Labor Code Section 1725.5. Pursuant to Labor Code Section 1771.4, the Work is subject to compliance monitoring by the California Department of Industrial Relations. Contractor shall maintain accurate payroll

REQUEST FOR PROPOSALS Page 7 of 28 Specification No. S-2026-727 records and shall submit payroll records to the Labor Commissioner pursuant to Labor Code Section

1771.4(a)(3). Penalties for non-compliance with the requirements of Section 1776 may be deducted from progress payments per Section 1776.

Contractor shall comply with the job site notices posting requirements established by the Labor Commissioner per Title 8, California Code of Regulations Section 16461(e).

2.15 Competency of Proposers

Subcontractors listed by the Proposer must be properly licensed under the laws of the State of California for the type of work which they are to perform. Alternate Subcontractors shall not be listed for the same work.

2.16 Award Recommendation

An Award Recommendation will be made to the Proposer offering the most advantageous or best value proposal after consideration of all Evaluation Criteria set forth in this RFP. OC San shall not be obligated to accept the lowest priced proposal but will make an award based on the best interest of OC San after all factors have been evaluate. Award is contingent upon the successful negotiation of final Contract terms. Negotiations shall be confidential and shall not be subject to disclosure to competing Proposers unless a final agreement is reached. If Contract negotiations cannot be concluded successfully, OC San may negotiate a Contract with the next highest scoring Proposer or withdraw the RFP.

OC San reserves the right to award its total requirements to the highest scoring responsible, responsive proposer or to apportion those requirements among several firms as OC San may deem to be in its best interest.

2.17 No Commitment to Award

Issuance of this RFP and receipt of proposals does not commit OC San to award a Contract. OC San expressly reserves the right to postpone proposal opening for its own convenience, to accept or reject any and/or all proposals received in response to this RFP, to negotiate with more than one Proposer concurrently, or to cancel all or part of this proposal.

2.18 Contract

OC San will require the awarded Contractor to enter a Contract binding all the terms, conditions, and provisions of the RFP, including Scope of Work, the Proposal, and associated documents. A draft Contract containing key provisions required by OC San is attached to this RFP.

REQUEST FOR PROPOSALS Page 8 of 28 Specification No. S-2026-727

3. INSTRUCTIONS TO PROPOSERS

3.1 Special Requirements for Proposing

Proposers must include the names of all subcontractors, suppliers, manufacturers, and distributors with their proposal.

3.2 Insurance

Contractor must meet all insurance requirements as outlined in the Determined Insurance Requirement

Form.

3.3 Contractor License Requirements (State of California)

In accordance with California Business and Professions Code Section 7028.15, the Contractor must possess the following classification of Contractor’s License: A, as of the date of submittal of the proposal documents to

OC San. The Contractor must set forth its Contractor’s license number and its expiration date on the

Contractor’s License and Registration Declaration Form. In the event the successful proposer is not licensed as required as of the date of submittal of the proposal documents, OC San shall reject the proposal as being non-responsive. OC San shall before awarding a Contract, verify that the successful proposer was properly licensed when the Contractor submitted the proposal.

3.4 Contractor Registration Requirements (Department of Industrial Relations) In accordance with Labor Code Section 1725.5, the Contractor must be registered with the DIR, as of the date of submittal of the proposal documents to OC San. The Contractor must set forth its Registration number and expiration date on the Contractor’s License and Registration Declaration Form. In the event the successful

Proposer is not registered as required as of the date of submittal of the proposal documents, OC San shall reject the proposal as being non-responsive. OC San shall before awarding a Contract, verify that the successful Proposer was properly registered when the Contractor submitted the proposal.

3.5 California Department of Industrial Relations (DIR) Registration Subcontractors shall comply with the registration requirement of Labor Code Section 1725.5.

3.6 Iran Contracting Act Verification

The Iran Contracting Act of 2010 (Public Contract Code sections 2200-2208) prohibits Proposers engaged in investment activities in Iran from proposing on or entering into or renewing contracts with public entities for goods and services of one million dollars ($1,000,000) or more.

Proposers proposing on or entering into or renewing an OC San contract for goods or services of $1,000,000 or more must either:

i. Certify it is not on the current list of persons engaged in investment activities in Iran created by the California Department of General Services (DGS) pursuant to Public Contract Code section 2203(b) and is not a financial institution extending twenty million dollars

($20,000,000) or more in credit to another person, for 45 days or more, if that other person will use the credit to provide goods or services in the energy sector in Iran and is identified on the current DGS list of persons engaged in investment activities in Iran; or

ii. Demonstrate it has been exempted from the certification requirement for that solicitation or contract pursuant to Public Contract Code section 2203(c) or (d).

REQUEST FOR PROPOSALS Page 9 of 28 Specification No. S-2026-727

The DGS list of entities prohibited from contracting with public entities in California per the Iranian Contracting

Act of 2010 may be found at: https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-

Resources-List-Folder/List-of-Ineligible-Businesses#@ViewBag.JumpTo.

California law establishes penalties for providing false certifications, including civil penalties equal to the greater of $250,000 or twice the amount of the contract for which the false certification was made; termination of an existing contract; and inability to propose on a contract for three years.

When submitting its Proposal of one million dollars ($1,000,000) or more, Proposers shall complete and submit the Iran Contracting Act Verification Form, included in Exhibit H, and any necessary documentation, when applicable.

3.7 Staff Assistance

Contractor will be provided with the name and contact information of the Project Manager at the start of the

Contract. Upon award of Contract, questions regarding the scope of work, scheduling, etc. for this project should be addressed to the Project Manager. Also, upon award of Contract, please refer all contractual matters, aside from those of a technical nature, to the buyer as referenced in the Proposal documents.

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses#@ViewBag.JumpTo.

https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses#@ViewBag.JumpTo.

REQUEST FOR PROPOSALS Page 10 of 28 Specification No. S-2026-727

4. SAFETY REQUIREMENTS

4.1 OC San's Contractor Safety Standards and Human Resources (HR) Requirements OC San requires all contractors and service providers to follow and ensure their employees and all subcontractors follow all State and Federal regulations as well as OC San requirements while working at OC

San locations. If during the course of a Contract, it is discovered that OC San policies, safety manuals, or contracts do not comply with State or Federal regulations, then the Contractor is required to follow the most stringent regulatory requirement at no cost to OC San. Contractor and all their employees and subcontractors shall adhere to all applicable Contractor Safety Standards and Human Resources Policies found at www.ocsan.gov click “Public Information,” then select “Document Center”. Filter by Department: Click Human

Resources, then filter by Sub Departments: click “Safety Policies” to access the Contractor Safety Standards

2024-11-05 (Rev11) and Safety Standard Operating Procedures (SOPs).

4.2 Safety Evaluation

All Safety evaluations will be performed utilizing data that is current at the date and time specified for the submittal of Proposals.

4.2.1. For purpose of evaluating the Safety record of the Contractor, if the Contractor has any Serious, Willful, Repeat, Serious and Willful or Failure to Abate citations pursuant to Part 1 of Division 5 of the

Labor Code and has not taken appropriate corrective action to abate further such violations; or if the

Contractor has an accident frequency factor between 1.01 and 1.25 and has not taken appropriate corrective action to reduce its accident frequency experience; or if the Contractor has a workers’ compensation experience modification rate issued and published by the Workers’ Compensation

Insurance Rating Bureau of California (WCIRB) greater than 1.25 when the accident frequency factor is between 1.01 and 1.25, or if the Contractor does not have injury prevention programs instituted to the extent required by Section 3201.5 or 6401.7 of the Labor Code, the Contractor may be deemed Not

Responsible and its Proposal rejected.

4.2.2. OC San may require the Contractor to submit evidence of such corrective actions as described above and as specified in the Safety Declaration of Contractor.

4.2.3. If the Contractor has an accident frequency factor above 1.25 or a workers’ compensation experience modification rate issued and published by the Workers’ Compensation Insurance Rating

Bureau of California (WCIRB) above 1.25, the Proposal shall be deemed Non-Responsive and the

Proposal rejected.

4.2.4. Failure by a Proposer to submit the completed and signed CAL/OSHA 300/300A Logs and

Summaries by the date specified for the submittal of Proposals, or provide the reason(s) for exemption, as required, may result in their Proposal being rejected as Non-Responsive.

4.3 Safety and Accident Prevention

Contractor shall comply with all applicable safety and health requirements mandated by federal, state, city, and/or public agency codes, permits, ordinances, regulations, and laws, as well as these Contract Documents, including but not limited to, the OC San’s Contractor Safety Standards and Human Resources (HR)

Requirements. OC San reserves the right to stop work for violations of safety and health standards until the hazardous conditions are corrected. The right to stop work includes the right to remove a Contractor or its employees from the worksite.

https://www.ocsan.gov/

REQUEST FOR PROPOSALS Page 11 of 28 Specification No. S-2026-727

4.4 Injury and Illness Prevention Program (IIPP)

Proposer will be required to submit its IIPP no later than fifteen (15) days from the effective date of the Notice to Proceed for review by OC San pursuant to the Contract Documents. No work may be performed onsite by the Proposer until the IIPP has been reviewed and endorsed by OC San. Upon request by OC San, Proposer shall be required to submit the IIPP of each Subcontractor of any tier providing Work on any OC San jobsite as specified in Section 4.6 below.

4.5 Accident Frequency Factor

OC San will evaluate the Contractor’s accident frequency factor for each calendar year submitted on the

CAL/OSHA 300/300A Logs & Summaries, and its three (3) year average using the Accident Frequency Factor tables shown below.

Prior to completing, the Safety Declaration of Contractor, the Contractor shall calculate its accident frequency factor for each calendar year listed and its three (3) year average using the Accident Frequency Factor tables below. The results of those calculations should be used to respond to the Accident Frequency question on the

Declaration.

4.5.1. Total Case Incident Rate Calculation Table – Using the OSHA Form 300 and 300A logs and the table below, the Total Case Incident Rate (TCIR) is calculated for the past three (3) completed calendar years and three (3) year average in the table below. Please see the California Department of Industrial Relations

(DIR) website for more detailed information.

1. The number of nonfatal injuries and illnesses is determined for each year by:

i. Counting the number of OSHA recordable* cases for the year listed on the OSHA Form 300

(log) or,

ii. Using the 300A (summary), adding the number of recordable cases entered in Column H +

Column I + Column J to obtain the total injuries and illnesses.

2. The number of employee hours worked is located on the OSHA 300A Summary.

3. Using the BLS formula provided below, the TCIR three (3) year average is calculated.

*Please see California Code of Regulations Title 8, Chapter 7, Subchapter 1, Article 2 for more information on determining a recordable injury and illness.

Total Case Injury Rate Formula:

# OSHA Recordable Injuries/Illnesses x 200,000 = Company’s Total Case Employee Hours Worked for Calendar = Year Incidence Rate

Calendar Year

# OSHA

Recordable Injuries/

Illnesses x 200,000

/ Employee

Hours Worked for

Calendar Year

= Company's Total

Case Incidence

Rate (TCIR)

20__ x 200,000 (A)

20__ x 200,000 (B)

REQUEST FOR PROPOSALS Page 12 of 28 Specification No. S-2026-727

20__ x 200,000 (C)

TCIR

3 Year Average

A + B + C = D

(D)

4.5.2. Accident Frequency Factor Calculation Table

1. The Accident Frequency Factor is calculated by dividing the 3-year average TCIR from the above table (D) by the most recently published DIR data for the Contractor’s industry NAICS code. The 3

Year Average from the table above (D) is copied into the space below identified as (D).

2. The Contractor's industry NAICS code is looked up in the California Department of Industrial

Relations (DIR) Nonfatal Occupational Injuries and Illnesses in California, Summary Tables at http://www.dir.ca.gov/OPRL/nonfatal.htm for each corresponding year.**

3. DIR data has an approximate one (1) year publishing delay. If the current year is unavailable, use the most recent available date from the DIR site. For example, 2019 DIR data will be used for projects being proposed in the 2021 calendar year, unless if 2020 DIR data is published at the time of proposal.

Formula:

Proposer’s TCIR = Accident Frequency Factor

DIR Industry Average

Calendar Year Proposer TRIR DIR Industry

Average

Proposer's TCIR

3 Year Average

(D)

DIR Industry

Average

(E)

3 Year Accident

Frequency Factor

D/E = F (F)

**DIR data has an approximate 10-month publishing delay. If the current year is unavailable, please use the previous year. For example,2010 BLS data will be used for both 2010 and 2011.

4.6 Subcontractors Safety Evaluation

4.6.1. Contractors must pre-qualify their Subcontractors prior to submitting their Proposal. To safety pre-qualify Subcontractors, each Subcontractor must have completed the “Safety Declaration” form.

4.6.2. As described above, Proposers shall submit to OC San each Subcontractor’s “Safety http://www.dir.ca.gov/OPRL/nonfatal.htm

REQUEST FOR PROPOSALS Page 13 of 28 Specification No. S-2026-727

Declaration”, completed Workers’ Compensation Experience Rating Form (also referred to as an

Experience Rating Worksheet), and CAL/OSHA 300/300A Logs and Summaries for each of the last three (3) completed years as follows:

a. For Subcontractors listed within the Technical Proposal (See Section 6, Paragraph B.1.4), List of Subcontractors and all other Subcontractors of all tiers who will commence Work within the first ninety (90) days after Award of Contract, the required documentation shall be submitted to

OC San within three (3) Business Days after the date specified for the submittal of Proposals.

b. For Subcontractors of all tiers who will commence Work at the Project site after the initial ninety

(90) days of Award of Contract, the required documentation shall be submitted to OC San not less than 30 days prior to the commencement of Work at the Project site, or such other date as may be specified by OC San.

c. OC San will perform the safety evaluation of the successful Contractor’s Subcontractor(s) pursuant to the criteria specified for Contractor in this Section. The successful Contractor shall substitute all Subcontractor(s) who fail the safety evaluation, with Subcontractor(s) who do meet the minimum safety requirements for the prices as submitted in the Schedule of Prices and at no additional cost to OC San.

4.7 Contractor Performance Evaluation

At the completion of the Contract, OC San may conduct a Contractor performance evaluation which may be used in future assessments of determining Contractor responsibility for future Contract awards with OC San.

The written evaluation may be subject to public review and copying pursuant to the California Public Records

Act.

REQUEST FOR PROPOSALS Page 14 of 28 Specification No. S-2026-727

5. CONTRACT PROVISIONS

Proposers are advised to Refer to the Draft Contract Exhibit for additional contract terms and conditions.

5.1 Contract Term

The services provided under this Contract shall be completed within forty-nine (49) calendar days from the date of Notice to Proceed.

5.2 Payment & Invoicing

Payments shall be made upon approval by OC San Project Manager or their designee, of invoices submitted for work completed as described in the Scope of Work (Exhibit A). OC San, at its sole discretion, shall be the determining party as to whether tasks and deliverables for each Milestone have been satisfactorily completed.

OC San shall pay, Net 30 days, upon receipt of itemized invoices, submitted in duplicate, in a form acceptable to OC San to enable audit of the charges thereon. The Awarded Contractor will mail the invoices to Orange

County Sanitation District, 18480 Bandilier Circle, Fountain Valley, CA 92708, Attention Accounts Payable or via email to APStaff@ocsan.gov. All cash discounts shall be taken and computed from the date of completion of tasks or acceptance of equipment, material, installation and training, or from the date of receipt of invoice, whichever occurs last.

In an effort to provide quicker payment, OC San may offer payment by Single-Use Account (SUA) or

Automated Clearing House (ACH).

OC San is required to withhold 7% on all payments made to non-California resident service providers for professional services, rents, leases, or royalties paid. Any funds withheld shall be remitted to the California

Franchise Tax Board on a quarterly basis. Vendors may be exempt from this requirement by their exemption status and submitting the California Form 590 to OC San’s Financial Management Division via regular mail or email to APStaff@ocsan.gov.

5.3 Bonds

NOT USED.

5.4 Liquidated Damages

NOT USED.

REQUEST FOR PROPOSALS Page 15 of 28 Specification No. S-2026-727

6. PROPOSAL FORMAT AND CONTENT

6.1 Technical Proposal Requirements

Proposal must address the following:

Qualifications, Related Experience and References of Proposer - This section of the proposal should establish the ability of Proposer to satisfactorily perform the required work by reasons of: experience in performing work of a similar nature; demonstrated competence in the services to be provided; strength and stability of the firm;

staffing capability; work load; record of meeting schedules on similar projects; and supportive client references.

Proposer shall:

1. Provide a brief profile of the firm, including the types of services offered; the year founded; form of the organization (corporation, partnership, sole proprietorship); number, size, and location of offices; and number of employees.

2. Provide a general description of the firm’s financial condition and identify any conditions (e.g., bankruptcy, pending litigation, planned office closures, impending merger) that may impede

Proposer’s ability to complete the Scope of Work.

3. Describe the firm’s experience in performing work of a similar nature to that solicited in this RFP and highlight the participation in such work by the key personnel proposed for assignment to this

Scope of Work.

4. Identify subcontractors by company name, address, contact person, telephone number, and project function. Describe Proposer’s experience working with each subcontractor.

Proposed Staffing and Project Organization - This section of the proposal should establish the method that will be used by the Proposer to manage the Scope of Work as well as identify key personnel assigned. Proposer shall:

1. Provide education, experience, and applicable professional credentials of Proposer’s staff assigned to provide the services requested in this RFP.

2. Furnish brief resumes (not more than two [2] pages each) for the proposed Project Manager and other key personnel.

3. Indicate adequacy of labor resources utilizing a table, projecting the labor-hour allocation to the

Scope of Work, by individual task.

4. Identify key personnel proposed to perform the work in the specified tasks and include major areas of subcontract work.

5. Include a project organization chart that clearly delineates communication/reporting relationships among the proposed staff.

6. Include a statement that key personnel will be available to the extent proposed for the duration of the Scope of Work acknowledging that no person designated as "key" to the services requested herein shall be removed or replaced without the prior written concurrence of OC San.

Work Plan - Proposer shall provide a narrative that addresses the Scope of Work and shows Proposer’s understanding of OC San's needs and requirements. Proposer shall:

1. Describe the approach to completing the tasks specified in the Scope of Work.

REQUEST FOR PROPOSALS Page 16 of 28 Specification No. S-2026-727

2. Outline sequentially the activities that would be undertaken in completing the tasks and specify who would perform them.

3. Identify methods that Proposer will use to ensure quality control as well as budget and schedule control for the Scope of Work.

4. Submit a milestone schedule with said tasks and tentative completion dates.

5. Submit a Quality Control Plan which shall include a description of Contractor's procedures for calibrating test equipment, establishing work procedures, maintaining compliance with work procedures, monitoring quality of work and training staff.

Reference Checks - Proposers shall provide five (5) references for services similar in scope and complexity within the last ten (10) years to those described in this RFP. References must include the name, title, organization, address, email and telephone number of a contact person knowledgeable about the services performed. OC San will conduct reference checks for one or more of the highest-ranked Proposers, as determined by the evaluation process. Reference checks will be evaluated on a pass/fail basis and will not be numerically scored. The purpose of reference checks is to validate the Proposer's experience, qualifications, and ability to successfully perform the required services.

A Proposer may be deemed non-responsive or not responsible, and therefore ineligible for award, if OC San determines, based on reference checks, that:

o The references do not substantiate the Proposer's described experience or qualifications o The references do not confirm satisfactory performance on similar projects o The references raise material concerns regarding the Proposer's ability to perform the required services o OC San is unable to contact the provided references after reasonable efforts

OC San will make reasonable, good-faith efforts to contact references and will apply this process consistently among Proposers being evaluated.

REQUEST FOR PROPOSALS Page 17 of 28 Specification No. S-2026-727

7. PROPOSER RESPONSE

7.1 Did your company attend the Mandatory Job Walk?*

☐ Yes

☐ No

*Response required

7.2 Letter of Offer

7.2.1 Proposer Legal Name*

Please provide the full legal name of the Proposer responding to this RFP.

*Response required

7.2.2 Proposer Address*

Please provide the full address of the Proposer responding to this RFP.

*Response required

7.2.3 Proposer's Telephone Number*

Please provide the full telephone number of the Proposer responding to this RFP.

*Response required

7.2.4 Proposer's Email Address*

Please provide the full email address of the Proposer responding to this RFP.

*Response required

7.2.5 Working Relationship*

What is the proposed working relationship between Proposer and subcontractors?

If not applicable, you may respond with "N/A".

*Response required

7.2.6 Proposal Contact - Full Name*

Please provide the full name (First and Last) of the point of contact for this proposal.

*Response required

7.2.7 Proposal Contact - Address*

Please provide the address of the point of contact for this proposal.

*Response required

7.2.8 Proposal Contact - Telephone Number*

Please provide the full telephone number (including area code) of the point of contact for this proposal.

*Response required

REQUEST FOR PROPOSALS Page 18 of 28 Specification No. S-2026-727

7.2.9 Proposal Contact - Email Address*

Please provide the full email address of the point of contact for this proposal.

*Response required

7.3 Technical Proposal

7.3.1 Technical Proposal Upload*

Please upload your proposal here.

*Response required

7.4 Procedural or Technical Enhancements

7.4.1 Procedural or Technical Enhancements*

Does the Proposer wish to propose procedural or technical enhancements/innovations to the Scope of Work which do not materially deviate from the objectives or required content of this RFP?

☐ Yes

☐ No

*Response required

When equals "Yes"

7.4.2 Procedural or Technical Enhancements - Upload*

Please upload Proposer's procedural or technical enhancements/innovations to the Scope of Work which do not materially deviate from the objectives or required content of this RFP.

*Response required

7.5 Technical Exceptions/Deviations

7.5.1 Technical Exceptions/Deviations*

Does Proposer wish to state any exceptions to or deviations from the technical requirements of this RFP?

☐ Yes

☐ No

*Response required

When equals "Yes"

7.5.2 Technical Exceptions/Deviations - Upload*

Please upload a document clearly stating any exceptions to or deviations from the technical requirements of this RFP. Where Proposer wishes to propose alternative approaches to meeting OC San’s technical requirements, these should be thoroughly explained.

REQUEST FOR PROPOSALS Page 19 of 28 Specification No. S-2026-727

7.6 Costs/Fees

7.6.1 Cost File*

Please download the below documents, complete, and upload.

• Exhibit_B.pdf

*Response required

7.7 Contractor's License Declaration

7.7.1 Proposer's Contractor's License Number*

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

California.

*Response required

7.7.2 Contractor's License Expiration Date*

What is the current expiration date of the license provided?

*Response required

7.7.3 California Code Acknowledgement*

Proposer acknowledges that Section 7028.15(e) of the Business and Professions Code provides as follows:

"[A] RFP submitted to a public agency by a contractor who is not licensed in accordance with this chapter shall be considered non-responsive and shall be rejected by the public agency

"[A] local agency shall, before awarding an RFP, verify that the contractor was properly licensed when the contractor submitted the proposal."

Proposer acknowledges that Section 1725.5 of the Labor Code provide as follows: “A Contractor shall be registered pursuant to this section to be qualified to bid on, be listed in a bid proposal, subject to the requirements of Section 4104 of the Public Contract Code, or engage in the performance of any public work contract.”

☐ Please confirm

*Response required

7.8 Forms

7.8.1 Non-Collusion Affidavit*

Please download the attached Non-Collusion Affidavit, complete and upload.

• Non-Collusion_Affidavit.pdf

*Response required

7.8.2 Total Cost Exceeds $1,000,000?*

Does the total cost of your proposal exceed $1,000,000?

https://government-project.s3.us-west-2.amazonaws.com/276652/ddafb874-2834-410e-9240-0514a5c0be50_Exhibit_B.pdf https://government-project.s3.us-west-2.amazonaws.com/192458/178906a4-e88f-412c-8c77-6f63ed4b6096_Non-Collusion_Affidavit.pdf

REQUEST FOR PROPOSALS Page 20 of 28 Specification No. S-2026-727

☐ Yes

☐ No

*Response required

When equals "Yes"

7.8.3 IRAN Contracting Act Verification*

Please download the attached IRAN Contracting Act Verification Form, complete and upload.

• IRAN_Contracting_Act_Verifi...

*Response required

7.8.4 Acknowledgement of Contract or Agreement*

Please download the below documents, complete, and upload.

• Acknowledgement_of_Contract...

*Response required

7.8.5 List of Subcontractors*

Please download the attached List of Subcontractors Form, complete and upload.

• List_of_Subcontractors.pdf

*Response required

7.8.6 Safety Program and 300/300A OSHA Logs and Summaries*

Please download the attached Safety Program and 300/300A OSHA Logs and Summaries Form, complete and upload along with any additionally required information.

• Safety_Program_300-300A_OSH...

*Response required

7.8.7 Safety Declaration of Contractor*

Please download the attached Safety Declaration of Contractor Form, complete and upload along with any additionally required information.

• Safety_Declaration_of_Contr...

*Response required

7.9 Submittal

7.9.1 Additional Information (if needed)

For any additional information requested or required by any of your previously provided answers or as stated within this RFP, please upload the additional documentation here.

https://government-project.s3.us-west-2.amazonaws.com/192458/fbce592b-1b04-4717-8a82-cd2326c56df6_IRAN_Contracting_Act_Verification.pdf https://government-project.s3.us-west-2.amazonaws.com/276652/bc748218-0dd2-4061-94e5-4186b6781f08_Acknowledgement_of_Contract_and_List_of_Exceptions.pdf https://government-project.s3.us-west-2.amazonaws.com/192458/b287f47c-d35b-414d-bef3-c3b294f63b88_List_of_Subcontractors.pdf https://government-project.s3.us-west-2.amazonaws.com/192458/c3d45abc-855f-4f97-b702-a927b91e931d_Safety_Program_300-300A_OSHA_Logs_Summaries.pdf https://government-project.s3.us-west-2.amazonaws.com/192458/b21b6ee8-1e8c-44f6-9b1a-e2acfa26b059_Safety_Declaration_of_Contractor.pdf

REQUEST FOR PROPOSALS Page 21 of 28 Specification No. S-2026-727

7.9.2 Submittal Confirmation*

Proposer confirms that this proposal shall remain valid for a period of not less than 180 calendar days from the deadline of submittal of proposals. Party submitting proposal on behalf of Proposer further confirms that they are authorized to submit on behalf of company named on the proposal and have furnished any necessary proof of such.

☐ Please confirm

REQUEST FOR PROPOSALS Page 22 of 28 Specification No. S-2026-727

8. EVALUATION PROCEDURES

An Evaluation Committee comprised of OC San staff, in accordance with the criteria listed in Evaluation

Criteria, will evaluate all proposals received as specified. The evaluators in applying the major criteria to the proposals may consider additional sub-criteria beyond those listed. During the evaluation period, Additional questions may be asked of Proposers, site visits may be requested, and interviews may be conducted.

Proposers will be notified of any additional required information, follow-up or interviews after the written proposals have been evaluated.

The Evaluation Committee may provide Proposers with an opportunity to provide a “Best and Final Offer”

(BAFO). The BAFO process represents an optional step in the evaluation process. BAFO may be useful when no single Proposal addresses all the specifications, when the costs submitted by all Proposers are too high, when two or more Proposers are virtually tied after the evaluation process, when all Proposers submitted responses that are unclear or deficient in one or more areas, or when there are two equally attractive proposals that are difficult to differentiate.

The final selection of a Contractor to perform the services requested herein shall be the firm, which in OC

San’s opinion, is the most responsive and responsible, meets OC San’s requirements in providing this service and is in OC San’s best interest. Best interest is determined by scoring of proposals and the top scoring proposal will be recommended for award. OC San maintains the sole and exclusive right to evaluate the merits of the proposals received.

https://procurement.opengov.com/portal/ocsan/projects/276652/document?section=2668766 https://procurement.opengov.com/portal/ocsan/projects/276652/document?section=2668766

REQUEST FOR PROPOSALS Page 23 of 28 Specification No. S-2026-727

9. EVALUATION CRITERIA

OC San will evaluate the offers received based on the following criteria (in no particular order) including, but not limited to:

9.1 Phase 1

No. Evaluation Criteria Scoring Method Weight (Points)

1. Qualifications of the Firm

As described in Proposal Format including:

Technical experience in performing work of a closely similar nature; experience working with public agencies; strength and stability of the firm; strength, stability, experience, and technical competence of subcontracts, if any; assessment by client references; knowledge of the various permits that may or may not be required;

knowledge of applicable laws and regulations.

Points Based 300 (37.5% of Total)

2. Staffing and Project Organization

As described in Proposal Format including:

Qualification of project staff, particularly key personnel and especially the Project

Manager, key personnel’s level of involvement in performing related work cited in “Qualifications of the Firm” section;

logic of project organization; adequacy of labor commitment; concurrence in the restrictions on changes in key personnel.

Points Based 200 (25% of Total)

3. Work Plan

As described in Proposal Format including:

Depth of Proposer’s understanding of OC

San’s Scope of Work OR Technical

Specifications and overall quality of work plan; logic, clarity, and specificity of work plan; appropriateness of labor distribution among the tasks; ability to meet the project deadline; reasonableness of proposed schedule; utility of suggested technical or procedural innovations.

Points Based 300 (37.5% of Total)

9.2 Cost Evaluation

No. Evaluation Criteria Scoring Method Weight (Points)

1. Cost

As described in Cost Proposal

Reward Low Cost 200 (100% of Total)

REQUEST FOR PROPOSALS Page 24 of 28 Specification No. S-2026-727

10. FILING OF PROTESTS AND PROTEST PROCEDURES

This Section sets forth the procedure and remedies concerning submittal and consideration of all protests received by OC San with respect to this Request for Proposal (RFP). All communications to OC San relating to a Protest shall be in writing and submitted electronically to Purchasing@ocsan.gov. By submitting a Proposal, each Proposer hereby agrees and understands that the Proposer must comply with these protest procedures and exhaust all the administrative remedies set forth herein prior to the initiation of any type of related legal action. Upon the express written agreement of the parties, this protest procedure can also be used to resolve issues surrounding OC San’s determination of a Proposer as not responsible. This procedure is not intended to address issues concerning Proposal responsiveness. The following terms as used in this Section shall have the following meanings:

• Protest shall mean a written objection by an Interested Party to

(i) the requirements or specifications contained in a formal RFP (solicitation protest), or

(ii) a proposed award recommendation (award protest).

• Days shall mean calendar days, unless otherwise specified.

• Interested Party shall mean (1) on solicitation, all Proposers or Prospective Proposers; (2) on award, the unsuccessful Proposer(s) with a direct economic interest in the outcome of their protest.

• Solicitation Protest Statement shall mean a written objection during the solicitation phase of the procurement, which shall be submitted prior to the proposal due date as specified herein.

• Award Protest Statement shall mean a written objection to the award recommendation prior to final action to award the contract, which shall be submitted after receipt of Proposals, but before award of a contract, as specified herein.

• File or Submit shall refer to the date of receipt by OC San.

Specific procedures and requirements are as follows:

A. Solicitation Phase Protest

The purpose of this RFP is to obtain competitive Proposals from interested Proposers. Any Interested

Party who has reason to believe that a free and open competition has not taken place or that a particular specification or requirement is impractical, unduly restrictive, or ambiguous may advise OC

San of its concerns by submitting a detailed Solicitation Protest Statement in accordance with the requirements set forth below in this Section A.

1. Contents and Requirements

A Solicitation Protest Statement must be submitted via email to…