QVL_FOR_LAND_SURVEYING_SERVICES_-_TASK_ORDERS_(Addendum_#3_Revision).pdf

COUNTY OF ORANGE

OC PUBLIC WORKS

REQUEST FOR QUALIFICATION (RFQ)

FOR

QVL FOR LAND SURVEYING SERVICES - TASK ORDERS

RFQ NO. RFQ-080-3060401-MG

County of Orange RFQ

OC Public Works - QVL FOR LAND SURVEYING SERVICES - TASK ORDERS, RFQ-080-3060401-MG

County of Orange

OC Public Works

Procurement and Contract Services

601 North Ross St.

Santa Ana, CA

92701

SCHEDULE OF ACTIVITIES

Release of RFQ June 8, 2026

Question Period Ends June 22, 2026, 2:00pm

RFQ Submittal Closing Date and Time July 21, 2026, 2:00pm

RESPONSES MUST BE RECEIVED ON

OR BEFORE

Tuesday, July 21, 2026

2:00 pm

SECTIONS

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

SECTION 2. PROTEST PROCEDURES

SECTION 3. SCOPE OF WORK

SECTION 4. WRITTEN SOQ SCORING FORMAT

SECTION 5. VENDOR RESPONSES

Attachments:

A - Model Contract RFQ-080-3060401-MG

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

1.1 INTRODUCTION

The County of Orange (County), consisting of 22 agencies and departments, and the Orange

County Flood Control District (District) deliver a broad range of services to the residents of Orange

County. Services provided include public protection, public health, infrastructure maintenance, and community and social services. As the District relies on County staff to carry out its duties, the District will also be included as a party to any contract(s) resulting from this solicitation. It is the primary responsibility of the County’s public works department (OC Public Works) to enrich the community through efficient delivery and maintenance of public works infrastructure, planning, capital improvement and development services.

OC Public Works intends to pre-qualify firms to provide services for Architect-Engineer (A-E) and A-E related County-wide and District-wide services for their various maintenance and capital projects. To satisfy this need, this Request for Qualification (RFQ) process will enable the County to establish Qualified Vendor Lists (QVL) for A-E disciplines to provide those services. The

Qualified Vendor List (QVL) will be established through this (RFQ) process and will result in

Board of Supervisors awarded contracts with a term of three (3) years. At the conclusion of the contract term, the County may issue a new solicitation to provide additional Contractors the opportunity to compete for future services

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

1.2 PROPOSED TIME SCHEDULE (SUBJECT TO CHANGE)

Release of RFQ: June 8, 2026

Question Period Ends: June 22, 2026, 2:00pm

RFQ Submittal Closing Date and Time: July 21, 2026, 2:00pm

1.3 INSTRUCTIONS TO RESPONDENTS AND PROCEDURES FOR SUBMITTAL

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

B. Examine the Contract Documents and the site of the proposed work carefully before submitting a

Response for the work contemplated. Investigate the conditions to be encountered, as to the character, quality, and quantities of work to be performed and materials to be furnished and as to the requirements of all Contract Documents. The County has attempted to provide all information available. It is the responsibility of each Respondent to review, evaluate, and, where necessary, request any clarification prior to submission of a Response. If any person contemplating submitting a response to this Request for Qualifications (RFQ) is in doubt as to the true meaning of any part of the solicitation documents https://procurement.opengov.com/portal/ocgov https://procurement.opengov.com/portal/ocgov mailto:procurement-support@opengov.com https://help.procurement.opengov.com/en/ attached hereto or finds discrepancies in or omissions from the specifications, they may submit a written request for clarification/interpretation to the County Deputy Procurement Agent (DPA) via the County’s eProcurement Portal under the bid page for this solicitation. If clarification or interpretation of this solicitation is considered necessary by County, an addendum shall be issued, and the information will be posted via the County’s eProcurement Portal. Any interpretation of, or correction to, this solicitation shall be issued by the DPA. It is the responsibility of each Respondent to periodically check the County’s eProcurement Portal to ensure that they have received and reviewed any and all addenda to this solicitation. The County will not be responsible for any other explanations, corrections to, or interpretations of the documents, including any oral information. If an addendum is issued, Respondents must acknowledge the addendum via the County’s eProcurement Portal. The County will not be responsible for any other explanations, corrections to, or interpretations of the documents, including any oral information. If an addendum is issued, Respondents must acknowledge the addendum via the

County’s eProcurement Portal.

C. All questions or requests for interpretations must be received within this solicitation by Monday, June

22, 2026, before 2:00 pm. The DPA will provide all official communication concerning this solicitation. Any County response relevant to this solicitation other than through or approved by the

DPA is unauthorized and will be considered invalid.

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

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

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

It is imperative that all Respondents comply, exactly and completely, with the instructions set forth herein. All responses to this solicitation shall be type written or word-processed (except where otherwise provided or noted), concise, straightforward, and must fully address each requirement and question.

Although not as a substitute for a complete written response, additional material, such as technical documents, may be referenced in any response if the material is included in the same section as additional information.

G. Responses are not to be marked as confidential or proprietary. The County may refuse to consider any Responses so marked. All Responses and supporting documents will be subject to the provisions of the California Public Records Act (California Code Government Code 7920.000 et seq.) (PRA) and will be disclosed or withheld in accordance therewith. The County shall not be liable in any way for disclosure of any such records. Additionally, all Responses shall become the property of the County.

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

H. Each Respondent shall exercise reasonable care and diligence to avoid submitting a Response that could result in a conflict of interest if Respondent were to be selected. This obligation shall apply to the

Respondent, the Respondent’s employees, agents, and relatives, sub-contractors, and third parties associated with accomplishing work and services in response. In the event Respondent has done work for the County on this Project in the past or has reason to believe that a conflict of interest may exist for

Respondent in regard to this Project, Respondent should consult with its legal counsel prior to responding to this solicitation. Any Respondent who is found to have an actual conflict of interest may have its response rejected on that ground. Respondent, its employees and/or consultants may be subject to the provisions of the California Political Reform Act of 1974 (the “Act”), which (1) requires such persons to disclose any financial interest that may be materially affected by services provided under this

Contract, (2) prohibits such persons from making, or participating in making, decisions that could reasonably affect such interest; and (3) may require the filing a Statement of Economic Interest (Form

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

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

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

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

Compliance.” Note: Allow sufficient time to upload all required files. The County’s eProcurement

Portal will not allow any uploads after the due date and time specified herein, e.g., if Part 1 and 2 uploaded successfully at 1:58:38 P.M. and Part 3 is in progress of being uploaded at 2:00:01 P.M., Part

3 will not upload successfully.

K. Pre-contractual expenses are not to be included in the Cost Proposal, Attachment B, Pricing and

Compensation. Pre-contractual expenses are defined as including, but not limited to, expenses incurred by the Respondent in: a) preparing the response to this solicitation; b) submitting that response to the

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

Contract.

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

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

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

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

P. The County requires a valid UEI number and full registration prior to Contract Award. Your company must obtain one at no cost at www.usfcr.com. If you are unable to provide/obtain a UEI number, please indicate so in your submission response.

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

R. After the closing date and time for receipt of Responses, evaluation, and if requested by the County, interviews will commence. Respondents who submit Responses most responsive to the County’s requirements may be asked to give a presentation of their response to County staff. The County makes no guarantee as to the number of Respondents selected for interviews. Selected Respondents should be prepared to make its presentation within five (5) business days after notification and be prepared to discuss all aspects of its response in detail, including technical questions regarding the response.

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

1.4 COUNTY HOLIDAYS DURING SOLICITATION PERIOD

During this solicitation period, the OC Public Works will be closed on the following County holidays - https://hrs.oc.gov/employee-relations/employee-resources

RFQ No.RFQ-080-3060401-MG: QVL FOR LAND SURVEYING SERVICES - TASK

ORDERS

This RFQ is issued as a fully electronic solicitation. Respondents must submit their Statement of

Qualifications (SOQ) through the County’s eProcurement Portal. Only electronic submissions will be accepted. Submissions by facsimile or email will not be accepted.

1.5 EVALUATION PROCESS AND CRITERIA

An evaluation panel will conduct evaluations of the SOQs submitted through the RFQ process.

The committee will consider the information supplied by Respondents. If it finds a failure or deficiency in the SOQ or any information provided in connection thereto, the evaluation panel may reject said SOQ or information or reflect the failure or deficiency in the evaluation.

The County may request clarifications, or otherwise verify the contents of the SOQ, including information about the Respondent, consultants, and sub-consultants. County reserves the right to seek publicly available information about the Respondents.

http://www.dnb.com/ http://www.usfcr.com/ https://hrs.oc.gov/employee-relations/employee-resources

The evaluation panel will rank the responding Consultant SOQs and develop a shortlist of firms to be placed on the Qualified Vendor List (QVL). At the discretion of the evaluation panel and based on evaluation results and County needs, top-ranked consultants from that QVL may be issued contracts, which may require County Board of Supervisors approval.

Note that once the QVL is established, at the time Consultants are chosen for specific projects, different scoring criteria may be applied to determine the successful consultant for the specific project under consideration. These criteria may include, but are not limited to, project specific considerations, interviews, evaluation of references, negotiations, and past projects.

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

Proposals shall be evaluated by an Evaluation Panel of subject matter experts on the basis of the responsiveness to the requirements in this RFQ. The County may request clarifications, or otherwise verify the contents of the Proposal, including information about the Respondent, Contractors and sub-contractors. The County reserves the right to seek publicly available information about the Respondents.

The scoring is based on evaluation of the Proposal as measured against the Scoring Criteria.

Proposals will be evaluated from the most advantageous to the least advantageous to the County.

*Please note: These minimum qualifications must be verified for the Proposal to be deemed responsive. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the RFQ.

A. Minimum Qualifications/Requirements:

Respondent’s SOQ shall meet the following minimum requirements and qualifications to proceed to the evaluation and scoring process:

Respondent must possess the following credentials and certifications listed below:

1. The Respondent must have the ability to do business in Orange County, California;

2. The Respondent will have conducted business in California for a minimum of three

(3) years;

3. The Respondent must have conducted similar work as is being requested in this SOQ;

4. The Respondent must possess a valid Licensed Land Surveyor or pre-January 1, 1982, Registered Civil Engineer license in the state of California.

B. Written SOQs Scoring Format

See the WRITTEN SOQ SCORING FORMAT section for scoring criteria and points.

* NOTE: RESPONDENTS SUBMITTING EXCEPTIONS TO THE COUNTY MODEL

CONTRACT LISTED IN SECTION III OF THIS RFQ, SHALL RECEIVE A SCORE OF

“0” FOR THIS CRITERIA.

SOQs deemed to meet all minimum RFQ requirements shall be scored based on the established https://procurement.opengov.com/portal/ocgov/projects/270340/document?section=2604939 criteria, which have been weighted and will be assigned points that measure the responsiveness to each identified criterion. The total number of points earned will be tallied for each SOQ, and the SOQs will be ranked in order, based upon the Respondent(s) submitted written materials.

Any inquiry to determine the responsibility of a Respondent to this RFQ may be conducted.

Respondent agrees that the submission of a SOQ is permission by Respondent for County to verify all information contained therein. If County believes it necessary, additional information may be requested from Respondent. Failure to comply with any such request may disqualify a

Respondent from further consideration.

1.6 SELECTION/AWARD PROCEDURES

Upon the completion of the evaluation process, the evaluation panel will make a recommendation for a shortlist of qualified consultants (“QVL”) to the County DPA. At the time services are required, a contract may be issued to a QVL consultant. Upon recommendation for placement on the QVL, consultants will be required to submit a fee schedule, which shall remain for the full term of the QVL. The County reserves the right to negotiate this fee schedule. Final award determination or placement on the QVL shall be subject to successful negotiations, reference checks, and past performance.

At the time A-E services are required, a contract up to Board threshold may be issued to a QVL consultant by negotiating project cost and scope of work independently upon each contract approval. Also based on evaluations and County needs, contracts over the Board threshold may also be awarded to a QVL consultant but will require Board of Supervisors approval.

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

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

The Model Contract contained in Section III of this solicitation is a sample of a contract which may be proposed for execution. It may be modified to incorporate negotiated items and other pertinent terms and conditions set forth in this solicitation, including special conditions and requirements and those added by addendum and necessary attachments and/or exhibits and to reflect the Respondent’s SOQ and qualifications.

Each selected Respondent may enter into a multi-year contract with the County. After award of contract as each project is identified, the awarded firm within the required discipline(s) will be requested to submit cost/fee schedule.

No guarantee is expressed or implied as to the total services to be purchased under this RFQ.

Award of a consultant does not guarantee any future work to be awarded.

In the event a firm is selected for a specific project, the selected firm will be required to negotiate and execute an agreement with the County, which agreement may require County Board of

Supervisor approval.

Inquiries may or may not be conducted with the finalists; therefore, the SOQs submitted should contain Respondent's most favorable terms and conditions, since the selection and award may be made without further discussion. Exceptions to the terms and conditions of the proposed

Contract or the statements regarding Respondent’s inability to comply with any of the provisions thereof are to be declared in the response to the RFQ in Section II, Part 1, H.

“Statement of Compliance”.

1.7 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 County Purchasing Agent, or the agency/department Deputy Procurement Agent (DPA) the required W-9 or W-8.

1.8 CAMPAIGN CONTRIBUTION DISCLOSURE FORM

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 within the last

12 months. In order to comply with this requirement, Respondent agrees to furnish the required

Campaign Contribution Disclosure Information form as a required submittal with its submittal.

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

1.9 THE COUNTY RESERVES THE RIGHT TO:

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

B. Seek publicly available information about the Respondents.

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

Respondent(s) and additional Respondents.

D. 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.

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

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

G. 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;

H. 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;

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

J. 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.

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

L. Defer award of this Contract for a period of 180 days after the SOQ opening. During this period, Respondents shall guarantee the prices quoted in their SOQs. County and the responsive, responsible Respondent may mutually agree in writing to extend this deferral period.

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

SECTION 2. PROTEST PROCEDURES

Any actual or prospective bidder or respondent who alleges an error or impropriety in the solicitation or award of a contract may submit a grievance or protest to Matthew Gill at matthew.gill@pw.oc.gov, as set forth herein.

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 (DPA), Matthew Gill at matthew.gill@pw.oc.gov, no later than five (5) business days prior to the Closing Date of the solicitation. Protests received after the five (5) business-day deadline will not be considered by the County.

B. In the event the protest of specifications is denied, and the protestor wishes to continue in the solicitation process, the protestor must still submit a bid/response prior to the close of the solicitation in accordance with the solicitation submittal procedures provided in this solicitation.

Protest of Award of Contract:

A. Protests related to the award of a contract must be submitted to the Deputy Procurement

Agent, Matthew Gill at matthew.gill@pw.oc.gov, no later than five (5) business days after the Notice of Solicitation Ranking Results 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.

C. If the five (5) business day period expires without the receipt of a protest, the department may move forward with the contract award or if necessary, file the item for approval by the Board of Supervisors.

Protest Process

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

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

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

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

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

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

APPEALS PROCESS

A. If the protestor wishes to appeal the protest decision of the Deputy Procurement Agent, the protestor must submit, within three (3) business days from receipt of the Deputy

Procurement Agent’s decision, a written appeal to the Office of the County Procurement

Officer.

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

County of Orange/County Executive Office

County Procurement Office

400 W. Civic Center Drive, 5th Floor

Santa Ana, CA 92701

Attn: County Procurement Officer

CPOAppeals@ceo.oc.gov

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

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

mailto:CPOAppeals@ocgov.com

SECTION 3. SCOPE OF WORK

3.1 INTRODUCTION

OC Public Works, on behalf of the County of Orange (County) and Orange County Flood

Control District (District), requires supplemental professional services to meet workload demands and project scheduling commitments in relation to Architect-Engineer (A-E) Design, Project Administration and Management Services for various projects. A-E is defined as an

Architect or Engineer for design and/or engineering of a project. To supplement existing resources, County intends to issue QVL FOR LAND SURVEYING SERVICES - TASK

ORDERS for use by County and District on an "as-needed" basis. No specified amount of work is guaranteed to Respondent.

3.2 GENERAL DESCRIPTION OF SERVICES

The Respondent will be contacted by County Project Management staff on an “as-needed” basis as projects arise to provide A-E services for professional services. Requirements will be discussed by the Parties and Respondent shall prepare a written Scope Statement that will include the specific work to be performed, including the costs and time required to complete the project/task. County

Project Management staff will then review the Respondents’ Scope Statement, proceed with negotiation of task costs and when satisfied, issue a Contract Task Order (CTO) against this

Contract.

The Respondent shall restrict themselves to the Scope Statement of the Contract Task Order. Any changes in the Scope Statement shall require prior written authorization by County.

3.3 CONTRACT TASK ORDER

Respondent shall be assigned work via a task order by County which shall subsequently be referred to as the “Contract Task Order” (hereinafter “CTO”). A CTO for each project shall be developed by Respondent in conjunction with County Project Management staff. The County Project

Manager shall manage all Respondent’s work including monitoring the CTO work schedule, quality of deliverables, review of invoiced amounts, adherence to set budget, and internal review of submittal packages. Respondent shall follow all requirements as outlined in the CTO; this general Scope of Work, the project specific Scope Statement, and the Architect-Engineer Guide

(Rev July 2018).

The CTO shall include a detailed Scope Statement, describing tasks to be performed with a specific list of deliverables for each task, schedule of work and cost to complete the work. The schedule of work shall allow enough time for meetings with County Management staff to review the work progress, provide technical and policy direction, resolve problems and ensure adherence to the work completion schedule. The CTO shall include a cover sheet provided by County Project

Management staff with the appropriate signature blocks and contract information. Once both

Parties agree, and all Parties have signed the CTO, County Management staff shall provide

Respondent with a Notice to Proceed (NTP) to begin work. Respondent shall submit all plans, reports and other documents produced under the CTO to the assigned County Project Manager within the timeframe indicated in the CTO or as directed by County Project Management staff.

3.4 STANDARDS & MINIMUM QUALIFICATIONS FOR LAND SURVEYING

FIRMS

Surveys performed by the A-E shall conform to the requirements of the Professional Land

Surveyors' Act (PLSA). In accordance with the Act, "responsible charge" for the work shall reside with a Licensed Land Surveyor or a pre-January 1, 1982, Registered Civil Engineer, in the

State of California. Unless otherwise specified, conventional control surveys shall conform to second-order Class I (modified) accuracy standards as specified by the County. All services and deliverables shall be in compliance with the most current Orange County Surveyor

Procedure Standards Manual, a copy of which will be provided here.

The minimum standard of survey quality shall be that of similar surveys performed by the

County, such that:

• All "found" and "set" monuments must be turned through from two or more control stations.

• If monuments cannot be set due to construction, obstructions, etc., then offset monuments must be set as agreed upon by the County.

A-E shall own equipment sufficient to provide services to meet the required accuracy standards and have personnel qualified to perform the required services. A-E will have land surveying as the primary focus of their business or have a division within a larger firm that can provide land surveying services.

All surveying services work performed must comply with the State of California requirements described in Article 5 of the Professional Land Surveyors' Act.

3.5 SERVICES

Professional and technical land surveying services will potentially require professional oversight, field survey operations and office computation/drafting work to support the development, construction, improvement, and maintenance of existing and/or future projects located in, or the responsibility of, the County of Orange, the Orange County Flood Control District, and other contract agencies. All Services and Deliverables will be in compliance with the most current

Procedures & Standards Manual(s) of those contracting organizations.

Required services shall include, but are not limited to:

A. Records Research

County will provide title reports with supporting documentation (some title reports may cover more than one parcel). A-E shall be responsible for researching and obtaining copies of any additional records necessary for surveying, resurveying, mapping, and preparing legal descriptions and title investigations. One copy of each record obtained shall be provided to

County.

B. Horizontal and Vertical Control

A-E shall recover horizontal control monuments sufficient in density to enable A-E to search for, and to re-set, if required, monuments required to re-establish any boundary lines. A-E may be required to recover vertical control monuments, and if required, this will be detailed for a specific project. The type, character, and number of any monuments set shall be approved in advance and in writing by County and all monument materials shall be furnished by A-E or as directed by County. Copies of all raw data files shall be submitted to County. The basis of bearing and coordinate control shall be as detailed for a specific project.

1. When necessary, establish supplemental horizontal control points utilizing conventional traverse methods.

2. When necessary, perform differential leveling at Third-Order accuracy or higher if directed by County for newly established control points.

3. Monument newly established control with permanent control points in accordance with the OCS Monumentation Policy, or as directed by County

C. Record of Survey and Corner Record Preparation Procedures

A-E shall prepare Record of Survey maps and Corner Records in conformance with County

Standards and in conformance with the PLS Act for technical correctness.

D. Monument Preservation

A-E shall preserve monuments as stated in the OC Survey Standards Manual and Business and

Profession Code Section 8771.

E. Global Navigation Satellite System (GNSS) Surveys

1. General Information:

Horizontal and vertical survey relative accuracy shall be based on the 2 cm classification as defined in the GNSS Surveying Standards and Specifications, version 1.1 or current, produced by the Joint Task Force of the California Land Surveyors Association (CLSA) and the California

Spatial Reference Center (CSRC), or as directed by the County, or his designated representative.

For a specific project, Real Time Kinematic (RTK) GNSS surveying utilizing existing Orange

County Survey Values

2. Field Survey Procedure:

a. A-E shall document all monument descriptions using the County’s phone application in addition to GPS Setup Sheets as defined by the Project Manager

b. A-E shall occupy each GPS control station at least twice with the proper time differential between each session at suggested occupation duration as stated in the https://www.ocgis.com/Documents/OCSurveyFieldServices/County%20of%20Orange%20Monumentation%20Policy.pdf

OC Survey Standards Manual and record information on GPS Field Setup Sheet.

Each GPS station should be tied out to existing Orange County Published Legacy

Control or CGPS, unless otherwise specified by the County. Distances shall be measured in a manner approved by the County.

3. Deliverables:

a. Digital deliverables will be listed and described for a specific project which will include but not limited to the following.

i. Copies of all GPS post-processing data files

ii. Copies of all least-square adjustment files

iii. Copies of all GPS field setup sheets

iv. Digital photos of all monuments

F. Cross-Sections / Scour Study Surveys

A-E shall perform Scour Study Surveys to provide the annual scour and sediment information necessary to determine the volume of sediment for removal or the amount of scour for dirt replacement.

G. Topographic Surveys

A-E shall perform Topographic Surveys to provide necessary design and analysis information in support of the operations and projects of Orange County Public Works and other contract agencies. CADD drawings shall adhere to OC Survey Topographic Standards.

H. Terrestrial Laser Scanning

A-E shall perform Terrestrial Laser Scanning Surveys as required to provide necessary planning, design and analysis information in support of the operations and projects of Orange County

Public Works and other contract agencies.

I. Construction Services

A-E shall perform construction staking according to the specific requirements supplied by the

County project manager in support of the operations and projects of Orange County Public

Works and other contract agencies. Ability to scan deliverables will include Cut Sheets and may require Exhibits of staked entities.

J. Right-of-Way Services

A-E shall prepare Right-of-Way Maps, Legal Land Descriptions and Exhibits, Traverse Closure

Reports, Calculations; order Preliminary Title Reports and provide Land Title Investigations, and other required materials in conformance with County standards. Said Right-of-Way Standards are as specified in the addendum “Right-of-Way Standards”.

K. Subsidence and Deformation Monitoring Surveys

A-E shall perform Subsidence and Deformation Monitoring Surveys to detect any horizontal and/or vertical instability in various County facilities such as Retarding basins, dams, bridges, and walls.

L. Hydrographic Surveys

A-E shall perform Hydrographic Surveys to measure and depict the physical features of the earth’s surface underwater. This is done with Hydro Rods, Multi Beam, and Single beam Echo

Sounders, LiDAR sensors, and an array of different vessels used to carry these sophisticated instruments. Deliverables are normally contour maps with electronic Tin Surfaces.

M. Unmanned Aerial Surveys

A-E shall perform Aerial Surveys utilizing unmanned aerial vehicles carrying the necessary sensor equipment for data capture such as; visual, LiDAR, multispectral, hyperspectral, hydrographic and thermal imagery in support of Orange County Public Works and other contract agencies. Deliverables may include but not limited to; digital imagery, ortho-mosaics, 3-dimensional models, GIS data, LAS files.

N. GIS\BIM Services

A-E shall provide a variety of GIS\BIM\ACC services, including but not limited to: vertical and horizontal infrastructure modeling, mobile application development, interactive mapping application development, dataset development services, field data acquisition, systems integrations, and system Automation.

O. Digital Twin Services

Integration of systems and information around the Digital Twin, including but not limited to:

geospatial databases, BIM models, sensor data streams, and visualization applications.

P. ALTA Surveys

A-E shall perform ALTA Surveys for acquisitions or sales of County owned properties ALTA

Surveys shall be in accordance with the most current ALTA standards published by American

Land Title Association and the National Society of Professional Surveyors and in strict adherence to Table A items.

Q. Mobile LiDAR Data Collection

A-E shall provide Mobile Mapping and Data Capture via Photographic or LiDAR technologies to provide monitoring, planning and analysis in support of Orange County Public Works and other contract agencies.

R. Boundary Surveys

A-E shall perform monument recovery and location for boundary establishment. Deliverables shall include, but are not limited to, monument summary sheets, Survey Field Notes, Boundary

Map, and boundary establishment notes. A Record of Survey may be required depending on the scope of the project.

Q. Utility Services

A-E shall perform overhead, terranean, and sub-terranean utility location services with the ability to develop 3d models of said utilities along with mapping.

T. Consulting and Training

A-E shall provide consulting or training which may include any of the services listed above or other advanced innovations that may be required for future operations.

U. Miscellaneous Land Surveying Services, as May Be Required

The County reserves the right to change, add, or delete elements of this Scope of Work at any time in the future.

V. Software Requirements

OC Survey has standardized its operation on the following Software and Cloud Services. The A-

E shall ensure their services include current versions of AutoDesk Civil 3D; Trimble Business

Center; StarNet; ArcGIS Pro and may be required to purchase subscriptions to AutoDesk

Construction Cloud; AutoDesk Revit; Box.com; DJI Agisoft; and Omniverse Create.

W. Schedule Requirements

OC Survey operates on a 9/80 flex schedule (44 hrs.& 36 hrs./ 2 wks.). When A-E personnel or crews are working on County projects, A-E personnel may be requested to operate on the same schedule if available and permitted, as County personnel assigned to the project. This schedule coordination shall not incur additional costs or overtime charges to County or to the County

Project.

X. On-Call Consulting Services

OC Survey may require on-call consulting services to meet County needs and schedules. When on-call consulting services projects occur, County may provide the facilities, equipment, and resources within County facilities and locations for staff provided by A-E. When such on-call consulting services and county provided resources occur, A-E cost estimates and proposals should reflect those provided resources and resulting reductions in A-E costs.

On-Call Consulting Services may occur based on A-E staff expertise and experience, that does not require the use or need of A-E staff Professional Licenses of Registrations. A-E cost estimates and proposals should reflect the capacity in which A-E staff are performing for County

Projects. A-E On-Call Consulting Services cost estimates and proposals should reflect where

Professional Licenses and Registrations are incidental and not required for said On-Call

Consulting Services.

Y. Staffing

A-E staffing should meet or exceed County qualifications for similar roles, responsibilities, and duties. Survey Crew Chiefs and Supervisors should possess an LSIT or PLS, respectively.

A-E staff in other areas or specialties should possess the necessary certifications, credential, and expertise in alignment with similar County roles and responsibilities (i.e., GIS Specialist, Analyst, PMP, GISP. Etc.)

SECTION 4. WRITTEN SOQ SCORING FORMAT

No. Evaluation Criteria Scoring Method Weight (Points)

1. Qualification and Related

Experience/Technical Expertise Points Based 400

(40% of Total)

2. Key Personnel/Proposed Staffing Points Based 175 (17.5% of Total)

3. Availability to Perform Services Points Based 250 (25% of Total)

4. SOQ Organization/Completeness of

Response Points Based 150

(15% of Total)

5. Degree of Compliance with the County

Model Contract Points Based 25

(2.5% of Total)

SECTION 5. VENDOR RESPONSES

Responses must be prepared simply and economically, providing a straightforward, concise description of capabilities to satisfy the requirements of this Request for Qualifications

(RFQ). Emphasis should be on completeness and clarity of content with sufficient detail to allow for accurate evaluation and comparative analysis. Response (Part 3) shall not exceed the 25 single-sided pages Page Limit. No Exceptions.

Note: Responses that exceed the page limit noted above will be disqualified from further consideration.

Responses are electronically organized into three (3) Parts and are indexed in the order outlined below. Complete all required questions within each part.

Cover Page, Table of Contents, dividers and County forms will not count towards the page limit.

Part 1 - Compliance Statements (will not count against the page limit)

Part 2 - Company Profile & References (will not count against the page limit)

Part 3 - Respondent's Responses (counts against the page limit, no exceptions)

5.1 COMPLIANCE STATEMENTS (PART 1)

Some *required questions might not be applicable to your company. Do not leave any required fields blank. Please indicate "N/A" when necessary. A required field that is left blank will prohibit your response from being submitted.

*indicates that it is required.

5.1.1 Cover Letter/Executive Summary*

All SOQs must be accompanied by a cover letter of introduction and executive summary of the

SOQ. The cover letter must be signed by person(s) with authority to bind the Respondent. If the

Respondent is a corporation, two (2) signatures are required: one (1) signature by the Chairman of the Board, the President or any Vice President; and one (1) signature by the Secretary, any

Assistant Secretary, the Chief Financial Officer or any Assistant Treasurer. The signature of one person alone is sufficient to bind a corporation, as long as he or she holds corporate offices in each of the two categories described above. For County purposes, proof of such dual office holding will be satisfied by having the individual sign the instrument twice, each time indicating his or her office that qualifies under the above described provision. In the alternative, a single corporate signature is acceptable when accompanied by a corporate resolution demonstrating the legal authority of the signatory to bind the corporation. An unsigned or improperly signed SOQ submission is grounds for rejection of the SOQ and disqualification from further participation in this RFQ process. All SOQs shall include in this first section, the Cover Page of this RFQ and any subsequent addenda issued to this RFQ with appropriate signatures as required.

Please download the below documents, complete, and upload.

• Cover_Letter_Executive_Summ...

*Response required

5.1.2 Validity of SOQ*

The County requires that all SOQs be valid for at least three hundred sixty-five (365) calendar days. Submissions not valid for at least three hundred sixty-five (365) days will be considered non-responsive. The Respondent shall state the length of time for which the submitted SOQ shall remain valid below:

Please state 365 calendar Days if your SOQ will be valid for that period of time. If your SOQ will be valid for a different period of time please list the appropriate number of calendar days.

*Response required

5.1.3 Certification of Understanding *

The County assumes no responsibility for any understanding or representation made by any of its officers, employees or agents during or prior to the execution of any Contract resulting from this solicitation unless:

A. Such understanding or representations are expressly stated in the Contract; and

B. The Contract expressly provides that the County therefore assumes the responsibility.

https://government-project.s3.us-west-2.amazonaws.com/246680/608428bc-aa01-4a6b-88c8-d56d3474fe1d_Cover_Letter_Executive_Summary_Compliance_-_RFQ_%281%29.pdf

Representations made but not expressly stated and for which liability is not expressly assumed by the County in the Contract shall be deemed only for the information of the Respondent.

Respondent certifies that such understanding has been considered in this response.

☐ Please confirm

*Response required

5.1.4 Essential Requirements for Qualifications Statement*

Respondent shall certify that it meets all minimum qualifications and requirements set forth above in this solicitation.

☐ Please confirm

*Response required

5.1.5 Certificate of Insurance *

The Respondent shall certify its willingness and ability to provide the required insurance coverage and certificates as set forth in the Model Contract.

☐ Please confirm

*Response required

5.1.6 W-9/W-8 Requirements*

The Respondent shall certify its willingness and ability to provide the required W-9/W-8

Requirements as indicated herein.

☐ Please confirm

*Response required

5.1.7 Department of the Treasury, Internal Revenue Service Form W-9 Requirements

Effective June 3, 2006, all Contractors, entering into a Contract with County, who are not already established in Countywide Accounting and Personnel System (CAPS) as an Auditor-Controller vendor, will be required to submit to County a federal Form W-9, or form W-8 for foreign vendors. County will inform Contractor, at the time of award, if the Form W-9 or W-8 will be required.

In order to comply with this County requirement, within ten (10) days of notification of selection of award of Contract but prior to official award of Contract, the selected Contractor agrees to furnish to Contract…