PROGRESSIVE_DESIGN-BUILD_(PDB)_GRAND_AVENUE_FLEET_GARAGE_PROJECT_(Addendum_#5_Revision).pdf

COUNTY OF ORANGE

OC PUBLIC WORKS

REQUEST FOR QUALIFICATION (RFQ)

FOR

PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE

PROJECT

RFQ NO. 080-2891605-AR

County of Orange RFQ

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

County of Orange

OC Public Works

Procurement and Contract Services

601 N. Ross Street

Santa ana, CA

92780

SCHEDULE OF ACTIVITIES

Release Project Date September 19, 2025

Pre-Proposal Meeting (Mandatory) October 8, 2025, 10:00am

Microsoft Teams

Meeting ID: 216 806 893 801 3

Passcode: iU3m6hn2

Dial in by phone

+1 949-543-0845,,940849821# United States, Irvine

Find a local number

Phone conference ID: 940 849 821#

Question Submission Deadline October 17, 2025, 2:00pm

Response Submission Deadline October 29, 2025, 2:00pm

STATEMENTS OF QUALIFICATIONS

MUST BE RECEIVED ON OR BEFORE

Wednesday, October 29, 2025

2:00 pm

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

SECTIONS

1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

2. PROTEST PROCEDURES

3. WRITTEN SCORING FORMAT

4. VENDOR RESPONSES

Attachments:

A - OCPW PDB Model Contract

B - Appendix A - Grand Avenue Fleet Garage- PROGRAM REQUIREMENTS

C - Appendix B - A-E Guide Final 10_2024

D - Table A - Cost Allocation Matrix

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

1.1 INTRODUCTION

The County of Orange (County) is requesting Statements of Qualifications (SOQ) from interested and qualified firms “Respondent(s)) to provide design and construction services for the Project referenced above (“Project”), to be delivered via Progressive Design-Build (PDB).

Respondents shall be firms that satisfy the definition of a Design-Build Entity (DBE) in Public Contract Code (PCC) §22185(c). The DBE shall be either a B-Licensed General Contractor or a lead design firm which will serve as the “Designer-in-Charge,” as defined in California Building Code. Either the General Contractor or the lead design firm (or a joint venture of the two) may serve as the prime contracting entity, which shall be clearly identified in the SOQ. If the Respondent can perform only one of the two functions described above, Respondent must identify in its SOQ the firm that will fulfill the other function. For example, if the Respondent is a B- Licensed General Contractor, Respondent must identify the firm it will subcontract with to perform the function of the lead design firm which will serve as the “Designer-in-Charge” in its SOQ. This firm will be referred to as a member of the Design-Build Team (DBT) and shall be afforded protections described in PCC §22185.6(a).

Respondents may, but are not required to, include engineers, other design firms, and/or special consultants, in their SOQ submission. These firms will also be referred to as members of the DBT and shall be afforded protections described in PCC §22185.6(a).

1.2 PROGRESSIVE DESIGN-BUILD DELIVERY METHOD OVERVIEW

The successful Respondent will execute an Agreement for the initial design and preconstruction phase services required to develop and validate the Basis of Design and through a target-value continuous-estimating approach begin development of design documents. The DBE may also procure construction subcontracts during this phase as listed in Public Contract Code Section

22185.6.

At approximately 100% Schematic Design (SDs), or when the scope has been developed to the extent that a Guaranteed Maximum Price (GMP) can be established, a draft GMP will be submitted to the County for board approval. Concurrently with County approval, the DBE will continue to develop the design documents within the scope and program defined in the draft GMP. Once (and

if) the GMP is approved, an amendment may be executed to authorize the balance of design and preconstruction services required to complete and permit the design documents, and to begin the procurement of all remaining trades.

Once the design drawings are permitted and all other predecessor preconstruction activities and deliverables are completed as required to commence construction activity, County will issue a

Construction Phase Notice to Proceed (NTP) to authorize commencement of on-site construction activities.

The GMP represents the maximum price for the DBE to complete the final code compliant

Project that meets all the program, criteria, and functionality requirements defined in the Basis of

Design and other documents included in the solicitation and/or produced during Phase 1. The

GMP is not representative of any set of design documents or construction documents at any

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR point in time. The documents are a tool for the DBE to demonstrate code compliance to the

Authorities having Jurisdiction (AHJ), trade partner buyout, coordination of trades, and to demonstrate adherence of the build-environment with the design to inspectors. The DBE shall ensure that the drawings are completed to the level of detail required to meet these functional purposes.

1.3 PROGRESSIVE DESIGN-BUILD ENTITY SELECTION PROCESS

The County will select the DBE for the Project using a Request for Qualifications (RFQ), to which Respondents shall submit an SOQ to the County. The County will appoint an evaluation committee to review, evaluate, and score the SOQs. The County may elect to interview one or more Respondents prior to final selection. Respondents shall submit a Preliminary Cost Estimate if selected for an interview. If interviews are conducted, they will be scored and added to the SOQ scores. The Preliminary Cost Estimate shall not be scored but will be considered in evaluating the Respondent’s SOQ.

The County intends to award a contract resulting from this solicitation to the responsible Respondent whose qualifications represents the best-value after evaluation in accordance with the requirements in the solicitation. The judgment of the County in this selection process is not subject to appeal. Respondents shall understand and agree that the County is not obligated to include any Respondent in any future procurement process, nor is the County obligated to contract with any Respondent.

There are no stipends for this selection and no compensation will be made to any Respondents even if a contract is not awarded. The County of Orange reserves the right to reject all responses to this RFQ. The County may terminate the DBE’s contract prior to completion and seek to complete the Project by other means or abandon the Project. All documents and intellectual property generated prior to termination are the property of the County of Orange and may be used to solicit bids from other Contractors.

Interested parties may obtain documents referenced herein by registering on OpenGov at the link:

County’s online bidding system.

Once registration is completed, login to OpenGov at: County’s online bidding system and search for RFQ 080-2891605-AR.

1.4 MINIMUM SUBMISSION REQUIREMENTS

The following information shall be included in your SOQ on company letterhead but will not count towards the 20-page maximum limit.

A. Identify Respondent’s full legal name, type of business entity, address, phone, e-mail address, and website.

B. Identify the contact information of the person responsible for this RFQ (name, e-mail, and phone number).

C. General Contractor: provide the address of the office that will manage this project.

General Contractor must hold a current CSLB B-license.

https://opengov.com/products/procurement/suppliers/ https://opengov.com/products/procurement/suppliers/

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

D. Lead Design Firm: identify design of record, including full legal name, type of business entity, address, phone, fax, and website

E. If the Respondent is a privately held corporation, limited liability company, partnership, or joint venture, a listing of all of the shareholders, partners, or members known at the time of SOQ submission who will perform work on the Project.

F. If the Respondent is a corporation, limited liability company, partnership, joint venture, or other legal entity, a copy of the organizational documents or agreement committing to form the organization.

G. Evidence that the members of the DBT have completed, or have demonstrated the experience, competency, capability, and capacity to complete, projects of similar size, scope, or complexity, and that proposed key personnel have sufficient experience and training to competently manage and complete the design and construction of the project, and a financial statement that ensures that the design-build entity has the capacity to complete the project.

H. Copies of the licenses, registration, and credentials required to design and construct the

Project, including, but not limited to, information on the revocation or suspension of any license, credential, registration, General Contractor California License, Registration for professional architects and engineers in the appropriate technical disciplines.

I. A notarized statement from an admitted surety insurer (approved by the California

Department of Insurance) and authorized to issue bonds in the State of California, which states that your current bonding capacity is at least $25,000,000 and the bonding company name, address and telephone number. (This information should be submitted on the Surety letterhead.)

J. Provide information on any pending litigation, including court and case number, liens, or claims involving the Respondent, or any company the Respondent holds a controlling interest in, or any company that holds an interest in Respondent, or any of the principal officers of the Respondent’s firm in the past five (5) years.

K. Provide information concerning workers’ compensation experience history and a worker safety program.

1.5 PROJECT DESCRIPTION

The proposed Project is for the new Grand Avenue Fleet Garage located behind 1400 S. Grand Ave., Santa Ana, CA. The new Grand Avenue Fleet Garage project will create a centralized, modern hub for the County’s fleet operations on the designated lot behind the Data Center.

Designed with efficiency and functionality in mind, the facility will include state-of-the-art service bays, administrative and technician workspaces, parts storage, and improved traffic flow for fleet vehicles. The consolidation of services from the Civic Center and Fruit Street locations will streamline operations, reduce redundancy, and enhance service delivery across County departments. This project aligns with the County’s goals for sustainable infrastructure and operational excellence.

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

A. Background

The County currently operates two main fleet service locations: the Civic Center Garage and the Fruit Street Fleet Facilities. While these sites have supported operations for many years, they now face limitations due to aging infrastructure, constrained capacity, and operational inefficiencies resulting from their separation. In alignment with the County’s strategic plan to phase out these outdated facilities, an open lot behind the Data Center at

1400 S. Grand Avenue in Santa Ana has been identified as the optimal site for a new, consolidated fleet facility that will better support both current demands and future growth.

B. Initial Project Objectives

The primary objective of the new Fleet Facility project is to consolidate the County’s fleet operations into a single, modern, and efficient location. This facility will support improved service delivery, reduce operational costs, and enhance workflow by centralizing maintenance and administrative functions. Additional objectives include replacing aging infrastructure, increasing service capacity, improving vehicle circulation and safety, supporting sustainability goals, and aligning with the County’s long-term strategic facilities plan.

C. Budget

The current conceptual budget estimate range for the GMP is $20,000,000 to

$25,000,000.

D. Schedule

Although the facility is needed as soon as possible, the expected completion date is no later than the end of 2027.

E. Requirements (partial list)

i. Comply with OC Public Works Standards and OCFCD design standards.

ii. Locate and identify all impacted utilities and resolve any conflicts.

iii. Comply with CEQA document(s) and regulatory agency permit requirements including but not limited to CA Coastal Commission, USACE, and USFW.

Completed CEQA document(s) may be sent to selected DBE after awarded.

iv. Coordinate with OC Public Works in the preparation of an amendment to the

CEQA document(s), and regulatory permits, if required.

v. Follow OC Public Works policies and procedures.

vi. Comply with all applicable local, state, and federal laws and requirements.

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

vii. Develop and implement a Strategic Communication Plan.

viii. Assist the County in procurement of all permanent and/or temporary right-of-way needed, including temporary encroachment or entry permits, licenses, use agreements, etc., to accomplish the project.

ix. California Licensed Architect and Engineers to prepare plans and specifications.

x. California B Licensed General Contractor

1.6 INSTRUCTIONS TO RESPONDENTS AND PROCEDURES FOR SUBMITTAL

Statement of Qualifications must be received by the County of Orange shown herein before the date and time shown in the Proposed Time Schedule above.

Respondents for this Project shall submit a SOQ in accordance with the following instructions:

1. Clearly identified SOQs are to be uploaded via the County's eProcurement Portal at https://procurement.opengov.com/portal/ocgov. For assistance on uploading proposals via

County’s eProcurement Portal, please contact procurement-support@opengov.com or https://help.procurement.opengov.com/en/

2. SOQs for the following project are due by Wednesday, October 29, 2025 at 2:00 pm:

RFQ-080-2891605-AR PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE

FLEET GARAGE PROJECT

Friday, September 19, 2025

This is a fully Electronic Request for Qualifications (RFQ).

Respondents must submit their Proposals on-line.

ONLY ELECTRONIC RESPONSES WILL BE ACCEPTED.

Facsimile and e-mail SOQs will NOT be allowed.

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

September 26, 2025, Native American Day

November 11, 2025, Veterans Day

November 27, 2025, Thanksgiving Day

November 28, 2025, Day after Thanksgiving

December 25, 2025, Christmas Day

3. The County has attempted to provide all information available. It is the responsibility of each

Respondent to review, evaluate, and, where necessary, request any clarification prior to submission of a SOQ. If any person contemplating submitting a response to this Request for Qualifications is in doubt as to the true meaning of any part of the solicitation documents attached hereto or finds discrepancies in or omissions from the specifications, they may submit a written request for clarification/interpretation to the County Deputy Purchasing Agent (DPA) via County’s Online

Bidding System at https://procurement.opengov.com/portal/ocgov/projects/198066 under the bid page for this solicitation.

https://procurement.opengov.com/portal/ocgov mailto:procurement-support@opengov.com https://help.procurement.opengov.com/en/ https://procurement.opengov.com/portal/ocgov/projects/198066 https://procurement.opengov.com/portal/ocgov/projects/198066

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

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 Bidding

System. Any interpretation of, or correction to, this solicitation shall be issued by the County DPA.

It is the responsibility of each Respondent to periodically check the County’s on-line bid 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.

After this RFQ has been issued, any Respondent that undertakes to discuss any matter related to this RFQ with anyone within the County other than the identified County DPA is presumed to have gained an unfair competitive advantage and may be disqualified. All communications regarding this RFQ and any matter related thereto shall be in accordance with this RFQ.

All questions or requests for interpretation must be received by the date and time specified on the Proposed Time Schedule.

4. SOQs must be valid for a period of at least three hundred and sixty-five (365) calendar days from the SOQ due date. No SOQ may be withdrawn after the submission date.

5. Each Respondent must provide: Signed SOQ in MS Word format or text searchable pdf through the County’s Online Bidding System.

6. All uploaded SOQs documents shall be submitted on standard 8.5 x 11-inch paper. All pages must be numbered and identified sequentially by section. SOQs must include a table of contents and indexed in accordance with the information requested in Vendor Response. It is imperative that all

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

7. SOQs are not to be marked as confidential or proprietary. The County may refuse to consider any

SOQ so marked. SOQs submitted in response to this RFQ may become subject to public disclosure.

The County shall not be liable in any way for disclosure of any such records. Additionally, all SOQs shall become the property of the County. The County reserves the right to make use of any information or ideas in the SOQs submitted.

All SOQs and supporting documents will be subject to the provisions of the California Public

Records Act (California Code Government Code Section 6250 et seq.) (PRA) and will be disclosed or withheld in accordance therewith.

Respondents should not request that certain information be treated as exempt, and statements in the

SOQs should not be marked as confidential or proprietary. In the event that any information is marked as confidential or proprietary, as it may be absolutely necessary, Respondents have the sole responsibility of obtaining any applicable injunctive reliefs to prevent the disclosure of such confidential proprietary information in connection with any request made to County pursuant to

PRA or a subpoena for disclosure of such information.

8. Each Respondent shall exercise reasonable care and diligence to avoid submitting a SOQs that could result in a conflict of interest if Respondent were to be selected. This obligation shall apply to the Respondent, the Respondent’s employees, agents, and relatives, sub-contractors, and third parties associated with accomplishing work and services in SOQ. In the event Respondent has done work for the County on this Project in the past or has reason to believe that a conflict of interest may exist for Respondent in regard to this Project, Respondent should consult with its legal counsel https://procurement.opengov.com/portal/ocgov/projects/198066

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR prior to responding to this RFQ. Any Respondent who is found to have an actual conflict of interest may have its SOQ rejected on that ground.

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

Political Reform Act of 1974 (the “Act”), which (1) requires such persons to disclose any financial interest that may be materially affected by services provided under this Contract, (2) prohibits such persons from making, or participating in making, decisions that could reasonably affect such interest; and (3) may require the filing a Statement of Economic Interest (Form 700).

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

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

9. By submitting a SOQ, the Respondent represents that it has thoroughly examined the County’s requirements, is familiar with the services required under this RFQ and is qualified and capable of providing the services to achieve the County’s objectives.

10. Each Respondent must submit its SOQ in strict accordance with all requirements of this RFQ and compliance must be stated in the SOQ. Deviations, clarifications and/or exceptions must be clearly identified and listed separately as alternative items for the County’s consideration as specified in Vendor Responses - "Statement of Compliance."

11. After the closing date and time for receipt of SOQs, evaluation and, if requested by the County, interviews will commence. Respondents who submit SOQs most responsive to the County’s requirements may be asked to give a presentation of their SOQ to County staff. The County makes no guarantee as to the number of Respondents selected for interviews. Selected Respondents should be prepared to make its presentation within three (3) business days after notification and be prepared to discuss all aspects of its SOQ in detail, including technical questions regarding the

SOQ. Respondents shall not be allowed to alter or amend its SOQ through the use of the presentation process.

12. County reserves the right to negotiate modifications with any Respondent as necessary to serve the best interests of the County. Any SOQ may be rejected if it is conditional, incomplete or deviates from specifications in this RFQ. The County reserves the right to waive, at its discretion, any procedural irregularity, immaterial defects or other improprieties which the County deems reasonably correctable or otherwise not warranting rejection of the SOQ. Any waiver will not excuse a proponent from full compliance.

13. Pre-contractual expenses are not to be included in the Cost/Compensation (Attachment B). Pre-contractual expenses are defined as including, but not limited to, expenses incurred by the

Respondent in: a) preparing its SOQ in response to this RFQ; b) submitting that SOQ to the County;

c) negotiating with the County any matter related to the Respondent’s SOQ; and d) any other expenses incurred by the Respondent prior to the date of award and execution, if any, of the

Contract.

14. County reserves the right to: a) negotiate the final Contract with any Respondent(s); b) withdraw this RFQ in whole or part at any time without prior notice (the County makes no representations that any Contract will be awarded to any Respondent responding to this RFQ; c) award its total requirements to one Respondent or to apportion those requirements among two or more

Respondents; and/or d) reject any SOQ if it is conditional, incomplete or deviates significantly from the services requested in this RFQ.

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

In addition, negotiations may or may not be conducted with Respondent; therefore, SOQs submitted should contain the Respondent’s most favorable terms and conditions, since the selection and award may be made without discussion with any Respondent.

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

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

17. 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 SOQ/bid submission response.

1.7 SOQ SCORING

The County evaluation committee will score against the maximum number of points possible, as indicated herein. When describing experience, indicate if the experience is of the firm and/or the individuals proposed for the project. If all information is not provided, the SOQ may not be considered. The County of Orange may, at its discretion, call the contacts provided or others as may become known for reference checks. SOQs should be organized with numbered tabs corresponding to the questions. Provide concise and complete responses, non-requested information and lengthy responses and “marketing” content are discouraged.

The County will review the SOQs and score the responses against each evaluation factor. After all proposals have been evaluated, the County will compare the ratings and relative advantages and disadvantages of proposals against each other to determine which Respondents are the most highly qualified under this RFQ to short-list for further evaluation.

Scoring Matrix: 5,000 Points Maximum

Criteria Description Maximum Points

I Qualification and Related Experience/Technical Expertise

1,000

II Proposed Staffing 900

III Project Workplan and Approach and Management

1,000

IV SOQ Organization/Completeness of Response 100

SOQ Technical Score Total 3,000

Interview (shortlist only) 2,000

Maximum Total Score 5,000

1.8 PRESENTATION/INTERVIEW SCORING

County may evaluate Respondents based solely upon the information provided in each

Respondent’s SOQ. Alternatively, County reserves the right to conduct, or to not conduct, oral interviews and/or presentations with one or more short-listed Respondent(s). The decision whether to conduct oral interviews/presentations rests solely with County and the decision of the Deputy

Purchasing Agent is final. Respondents shall be ready to attend an interview within five (5) http://www.dnb.com/

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR calendar days of notification. Any inquiry to determine the responsibility of a Respondent to this

RFQ may be conducted. Respondent agrees that the submission of a Proposal is permission by

Respondent for County to verify all information contained therein. If County believes it necessary, additional information may be requested from Respondent. The County may also send written questions and ask for written responses within five (5) business days. Failure to comply with any such request may disqualify a Respondent from further consideration.

At time of interview, Respondent(s) shall submit a Preliminary Cost Estimate

1.9 QUESTIONS

All questions regarding this RFQ must be submitted via the OpenGov website to the County of

Orange and received no later than the due date for questions indicated in the Proposed Time

Schedule. Questions received after the due date will not be considered. Written responses to submitted questions will be sent to all registered Respondents. Verbal clarifications or responses will not be considered binding.

1.10 RFQ CONFERENCE

There will be a MANDATORY Virtual Conference to discuss this RFQ and the delivery process. The conference call will be conducted on Wednesday, October 8, 2025 at 10:00 am, via

Microsoft Teams. Attendance is required no later than 10:10am. Attendees are asked to RSVP for the conference no later than 48 hours before the conference by e-mailing:

Albert.Rodriguez@ocpw.ocgov.com.

1.11 RESPONDENT’S STATEMENT OF QUALIFICATIONS

Page Limit Notice: Submissions must not exceed 20 pages (8” x 11”)

All content—including cover pages, table of contents, images, charts, and graphics—counts toward the page limit unless specifically exempted.

No exceptions will be made.

Submissions exceeding the 20-page limit will be disqualified.

A. PROGRESSIVE DESIGN-BUILD ENTITY INFORMATION

(0 Points)

Identify Prime Respondent’s full legal name, type of business entity, address, phone, e-mail address, and website. Provide a brief profile of Respondent including the year founded; form of the organization (corporation, partnership, sole proprietorship); number of, size and location(s) of office(s) and number of employees.

o Identify the contact information of the person responsible for this RFQ (name, e-mail, and phone number).

o General Contractor: provide the address of the office that will manage this project.

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR o Lead Design Firm: identify “Designer-in-Charge,” including full legal name, type of business entity, address, phone, and website.

o If the Respondent is a privately held corporation, limited liability company, partnership, or joint venture, provide a listing of all of the shareholders, partners, or members known at the time of SOQ submission who will perform work on the Project.

o If the Respondent is a corporation, limited liability company, partnership, joint venture, or other legal entity, provide a copy of the organizational documents or agreement committing to form the organization.

o Copies of the licenses, registration, and credentials required to design and construct the

Project, including, but not limited to, information on the revocation or suspension of any license, credential, registration, General Contractor California License, Registration for professional architects and engineers in the appropriate technical disciplines.

o Provide information on any pending litigation, including court and case number, liens, or claims involving the Respondent, or any company the Respondent holds a controlling interest in, or any company that holds an interest in Respondent, or any of the principal officers of the

Respondent’s firm in the past five (5) years.

o During the past five (5) years, was the Respondent required to pay penalties for failure to pay prevailing wages? If yes, please explain.

o An acceptable safety record. A respondent's safety record shall be deemed acceptable if its experience modification rate for the most recent three-year period is an average of 1.00 or less, and its average total recordable injury or illness rate and average lost work rate for the most recent three-year period does not exceed the applicable statistical standards for its business category or if the proposer is a party to an alternative dispute resolution system as provided for in

Section 3201.5 of the Labor Code.

o During the past five (5) years, has the Respondent been assessed CAL-OSHA fines in the serious, repeat, or willful category? If yes, provide circumstances, number of instances, and the amount of fine(s).

SOQ’s that do not include the above minimum information may not be accepted and/or scored.

The County has final discretion on the classification and waiver of minor irregularities.

B. QUALIFICATION AND RELATED EXPERIENCE / TECHNICAL

EXPERTISE

General Contractor (300 Points)

• Provide firm’s description, technical capabilities and type of services.

• Describe at least three projects of similar type, size, cost (initial and actual), schedule (initial and actual start and completion) and complexity, including design-build, that demonstrate qualifications. Ideally projects that are in the same region for a similar public client.

• Describe any special qualification(s) rendering firm’s capabilities to lead the design-build team for this Project.

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

Lead Design Firm (300 Points)

• Provide firm’s description, technical capabilities and type of services.

• Describe at least three projects of similar type, size, cost (initial and actual), schedule (initial and actual start and completion), and complexity, including design-build, that demonstrate qualifications (highlight Southern California projects).

• Describe any special qualification(s) rendering firm’s capabilities to partner on a design-build team for this Project.

Respondent’s Fleet Facility Project Experience (required) (300 Points)

• List and describe the experience of the primary team member(s) on similar projects with new or remodeled Fleet Facility experience.

• Identify project team with expertise and experience in planning of Fleet Facilities including but not limited to:

o Geotechnical engineering, o Survey services, o Utility services, o Regulatory permit agency coordination and compliance, o Cost benefit analysis, o Construction sequence planning, o Constructability, o Project schedule, o Project report preparation, o Project risk and Construction risk assessment, o Public relations, o Project design seminar (presentation of the 35% level design).

• Identify project team with expertise and experience in Fleet Facilities including but not limited to:

o Structural analysis o Plans and specifications, o GMP proposal(s) / Engineer’s estimate(s), o Water quality management plan, o CEQA/Regulatory Permit compliance, o Construction Management Plan

• Identify project team with expertise and experience in construction of Fleet Facilities including but not limited to:

o Compliance with the Department of Industrial Relations, o Pre-construction survey, o Construction schedules, County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR o CEQA/Regulatory Permit/National Pollutant Discharge Elimination System compliance

*** Provide reference contact information. ***

Design-Build Team Performance History (100 Points)

Prior experience of the General Contractor and Lead Design Firm together as a team.

• Describe previous experience, if any, of members of the proposed design-build team (General Contractor and Lead Design Team) working together on projects. A project/staff matrix may be included for visual clarity.

C. PROPOSED STAFFING

General Contractor (400 Points)

• Names, titles and resumes of primary team who will be assigned to Project. Provide licenses & certifications, years of related experience in Fleet Facility projects with design-build or progressive design-build as the delivery method and length of time with firm. Respondent’s experience utilizing subcontractors.

**Exception: Resumes do not count towards page count.

Lead Design Firm (400 Points)

• Names, titles and resumes of primary team who will be assigned to Project. Provide licenses & certifications, years of related experience (Professional Engineer, Floodplain Manager, PMP etc.) and length of time with firm.

Progressive Design-Build Teaming Arrangement/Organization (100 Points)

• Provide a visual organization chart that indicates how the Progressive Design-Build Entity will be structured. Provide titles, names, and positions of all individuals listed.

• If desired, Progressive Design-Build Team members may also be included in addition to the Design-Build Entity if identified prior to submission of the SOQ. Additional team members could include engineers, designers, specialty equipment consultants, and/or other firms that the PDBE will be partnering with on the design and procurement of the project.

**Exception: Subcontractors may not be proposed as part of the Progressive Design-Build Team.

D. PROJECT WORK PLAN APPROACH AND MANAGEMENT

Management of Design Phase Process (100 Points)

Progressive Design-build requires designing to a target budget and target date while still complying with all Project criteria, obtaining regulatory approvals, and building permits.

• Describe the team’s process for managing the design phase to meet Project requirements while maintaining the budget and schedule.

• Describe experience with designing parallel project elements and ongoing design efforts during construction.

• Name the design phase Project manager and provide his/her resume.

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**Exception: Resumes do not count towards page count

Construction Management (100 Points)

• Describe techniques General Contractor has employed for specific projects to ensure that design services, construction workers, subcontractors, materials and labor are available to meet the design-build construction schedule. Describe specific project experience your team members may have had in commencing with earlier phases of construction while completion of the design was still underway for the total project.

• Provide past project examples/case studies of how project construction was managed to adhere to cost and schedule targets.

• Project Specific Requirements - This Project will include construction on an urban site adjacent to existing buildings. Describe any project experience your team members have had with these construction conditions.

• Name the construction phase project manager and provide his/her resume.

Proposed Schedule (200 Points)

• Provide a schedule that is based on your firm’s delivery strategy. Assume 3 months for board approval between Notice of Apparent Successful Proposer and Phase 1 Contract NTP and assume 3 months for board approval of the Phase 2 GMP which can be concurrent with other Phase 1 activities. Schedules will be scored based on logic, practicality of durations, thoughtful sequencing of trades, crews, & activities, and inclusion of activities that demonstrate understanding of the Progressive Design-Build delivery method and the County’s permitting and approval process.

**Exception: Schedule does not count towards page count.

Progressive Design-Build Experience and Partnering (300 Points)

This is the first pilot project for the County using the Progressive Design-Build Delivery method.

The County is looking for a team to partner with that has extensive experience in Progressive Design-Build to ensure the initial implementation is successful, to be accommodating to evolution and development of the documents and processes utilized through the project, and to provide candid constructive feedback on improvements to the documents and processes to help develop the pilot documents into a more polished set of standard documents intended to be used for future projects.

• Provide information that demonstrates the PDBE’s deep understanding and experience leveraging the Progressive Design-Build delivery method.

• Provide examples of how the PDBE will partner with the County to ensure the pilot documents enable successful project outcomes.

• Provide a statement of commitment to the County that the PDBE will participate in serving as an active partner in this initiative and that the PDBE will not take advantage of pilot circumstances by attempting to exploit any “loopholes” or inconsistencies in the documents to justify financial compensation or delays. Any material clarifications on the delivery documents shall be requested in writing during the shortlist Q&A phase.

Basis of Design Analysis & Value Alternates (200 Points)

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR

The County has made an assessment in consideration of functionality, durability, constructability, costs, among other factors and has determined that a Pre-Engineered Metal Building (PEMB) appears to be the best approach for the structure portion of the project.

• Provide an analysis of this approach that either reinforces the selection of a PEMB and/or provide a value alternate approach in support of another structure type with information on why this alternate will provide better value to the County. The project program in the appendix includes information on the desired program criteria and inference of perceived value.

Respondents are not required to provide alternates and any alternates are not considered confidential or proprietary and may not be marked as such.

Quality (100 Points)

• Enclose the firm’s quality plan and a project specific quality plan from a previous project in the appendix. Plans will be scored based on the comprehensiveness of a firms approach to quality control and assurance and the practicality of implementation oof the plan as opposed to a unrealistic plan that “exists,” but is not utilized by the field staff.

**Exception: Appendixes do not count towards the maximum page count.

E. SOQ ORGANIZATION/COMPLETENESS OF RESPONSE

(100 Points)

• SOQ’s shall address all required information and shall be presented in a clear and concise fashion.

1.12 COST ESTIMATE

Respondents shall provide a preliminary conceptual project estimate if requested by County. The

Respondent shall use the estimate to demonstrate their understanding the trade packages that will be required for the project, target budgets for trade packages, and major line items within those packages.

In addition to trade budgets, the PDB shall provide the following below the line budgets elements:

1. General Requirements

2. General Conditions

3. Overhead and Profit

4. Contractor Contingency (5% of trade package subtotal)

See Table A (Attached to Solicitation) for clarification on which expenses should be aggregated into each budget category.

The budget shall be organized into the matrix format below to clearly indicates:

1. The order in which the PDB intends to procure trades

2. Which trades are intended to be design-build

3. Which trades are intended to be design-assist

4. Which trades are desired to be self-performed (be sure to also identify if self-perform trades are design-build/assist, as applicable)

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5. Which trades are intended to be procured prior to the GMP vs after the GMP. Assume

GMP to be based on validated 100% SDs.

Note that this estimate is not a proposal and will not be directly converted to points for scoring.

However, the budget will be evaluated as part of the selection process and the fees will be used as the basis for negotiating potential contract award.

1.13 DEPARTMENT OF THE TREASURY, INTERNAL REVENUE SERVICE FORM

W-9/W-8 REQUIREMENT

Effective June 3, 2006, all Contractors, entering into a Contract with the County, who are not already established in the Countywide Accounting and Personnel System (CAPS) as an Auditor-

Controller vendor, will be required to submit to the County a federal Form W-9, or form W-8 for foreign vendors. The County will inform the Contractor, at the time of award, if the Form W-9 or

W-8, will be required. In order to comply with this County requirement, within ten (10) days of notification of selection of award of Contract but prior to official award of Contract, the selected

Contractor agrees to furnish to the contract administrator, the Purchasing Agent, or the agency/department Deputy Purchasing Agent the required W-9 or W-8.

1.14 CAMPAIGN CONTRIBUTION DISCLOSURE REQUIREMENT

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

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

Proposal. Failure to include the form as required will render the Proposal nonresponsive.

1.15 THE COUNTY RESERVES THE RIGHT TO:

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

2. Seek publicly available information about the Respondents.

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

Respondent(s) and additional Respondents.

4. Waive, at its discretion, any procedural, non-material defects, irregularity, or informality, which County deems correctable or otherwise not warranting rejection of the bid that do not result in any unfair competitive advantage. Any waiver will not excuse a proponent from full compliance.

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

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

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

Respondent responding to this solicitation;

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

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

10. Request Best and Final Offer from any Respondent determined to be within the competitive range. Unless requested by the County, late Best and Final Offers will not be accepted by the County for any reason. In addition, negotiations may or may not be conducted with

Respondents.

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

12. Defer award of this Contract for a period of 90 days after the Bid opening. During this period of time, Bidders shall guarantee the prices quoted in their Bids. County and the lowest responsive, responsible Bidder may mutually agree in writing to a longer deferral period.

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

2. PROTEST PROCEDURES

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

A. The name, address, and telephone number of the protestor.

B. The signature of the protestor or the protestor’s representative.

C. The solicitation or contract number.

D. A detailed statement of the legal and/or factual grounds for the protest; and, E. The form of relief requested.

Protest of Solicitation/Specifications:

A. All protests related to solicitation specifications must be submitted to the Deputy

Procurement Agent, Albert Rodriguez at albert.rodriguez@ocpw.ocgov.com, no later than five (5) business days prior to the Closing Date of the solicitation. Protests received after the five (5) business-day deadline will not be considered by the County.

1. In the event the protest of specifications is denied, and the protestor wishes to continue in the solicitation process, the protestor must still submit a bid/proposal prior

County Executive Office - PROGRESSIVE DESIGN-BUILD (PDB) GRAND AVENUE FLEET GARAGE PROJECT, 080-2891605-AR to the close of the solicitation in accordance with the solicitation submittal procedures provided in this solicitation.

Protest of Award of Contract:

A. All protests related to the award of a contract, the protest must be submitted no later than five (5) business days after the Notice of Intent to Award is provided by the DPA.

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

Protest Process

A. In the event of a timely protest, the County shall not proceed with the solicitation or award of the contract until the DPA issues a decision on the protest.

B. Upon receipt of a timely protest, the DPA will, within ten (10) business days of receipt of the protest, issue a decision in writing which shall state the reasons for the actions taken.

C. The County may, after providing written justification, make the determination that an immediate award of the contract is necessary to protect the substantial interests of the

County. The award of a contract shall in no way compromise the protester’s right to the protest procedures outlined herein.

D. If the protestor disagrees with the decision of the DPA, the protestor may submit a written appeal to the County Procurement Officer requesting an appeal to the

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

Appeal Process

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

Office of the County Procurement Officer.

Written appeals must be sent by mail to the address below with a courtesy copy by email;

County of Orange/County Executive Office

County Procurement Office

400 W. Civic Center Drive, 5th Floor

Santa Ana, CA 92701

Attn: County Procurement Officer

CPOAppeals@ceo.oc.gov

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

mailto:CPOAppeals@ocgov.com

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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. WRITTEN SCORING FORMAT

3.1 PHASE 1

No. Evaluation Criteria Scoring Method Weight (Points)

1. Qualification and Related

Experience/Technical Expertise Points Based 1000

(33.3% of Total)

2. Proposed Staffing Points Based 900 (30%…