Real_Estate,_Economic_and_Negotiation_Advisory_Services_(Addendum_#2_Revision).pdf

County of Orange, County Executive Office - CPO

Invitation for Bid for Real Estate, Economic and Negotiation Advisory Services

IFB # 017-2937101-RE

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

COUNTY OF ORANGE

County Executive Office - CPO

PROCUREMENT SERVICES

400 West Civic Center

Santa Ana, CA

92701

Date: Wednesday, September 17, 2025

INVITATION FOR BIDS

FOR: REAL ESTATE, ECONOMIC AND NEGOTIATION ADVISORY SERVICES

BID MUST BE RECEIVED BEFORE:

October 17, 2025 / 2:00 pm

IFB # 017-2937101-RE

Procurement Services Regular Office Hours:

8:00 AM to 5:00 PM

Monday through Friday

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

Table Of Contents

1. General Information

2. General Instructions

3. Protest Procedures

4. Scope of Work

5. Pricing

6. Vendor Responses

7. OCLSB and DVBE Preference Policies Certification Requirements

8. Electronic Fund Transfer (EFT)

Attachments:

C - MODEL CONTRACT DRAFT (1) RR

SECTION 1. General Information

1.1 IMPORTANT NOTICE

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

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

1.2 CLARIFICATION/INTERPRETATION

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

All questions or requests for interpretation must be received by Friday, October 3, 2025 before 2:00 pm.

1.3 COMMUNICATION

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

Invitation for Bid (IFB). All questions regarding this solicitation must be submitted via the Question &

Answer section of this solicitation within the County’s eProcurement Portal at:

https://procurement.opengov.com/portal/ocgov. Any County response relevant to this IFB other than through or approved by County is unauthorized and will be considered invalid.

County of Orange IFB

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

County's Deputy Procurement Agent, Robert Esparza, robert.esparza@ceo.oc.gov, will provide all official communication concerning this IFB.

1.4 BID VALIDITY

Bids will be valid for a period of 365 days after IFB closing date.

1.5 LOBBYISTS

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

ORANGE COUNTY BOARD OF SUPERVISORS

AND COUNTY AGENCY OFFICERS

Board of Supervisors

Janet Nguyen, First District Vicente Sarmiento, Second District

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

Katrina Foley, Fifth District

County Agency Officers

Claude Parrish, Assessor Hugh Nguyen, Clerk-Recorder

Todd Spitzer, District Attorney-Public Administrator Don Barnes, Sheriff-Coroner

Shari L. Freidenrich, Treasurer-Tax Collector Andrew Hamilton, Auditor-Controller

SECTION 2. General Instructions

2.1 REVIEW

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

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

2.2 RESPONSIVENESS

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

2.3 BID SUBMISSION

Electronic Bids shall be submitted via the County’s online bidding system via the following link https://procurement.opengov.com/portal/ocgov. All required sections of the IFB as listed above, must be submitted via the County’s eProurement Portal. Bidder is solely responsible for “on time” submission of

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE their electronic bid. The County will not accept late bids and no exceptions shall be made. County will only receive those bids that were transmitted successfully.

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

2.4 AWARD

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

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

Contract, Article-Insurance

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

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

2.5 PRICING

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

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

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

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

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

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

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

2.6 SUBSTITUTIONS

Bids offering equivalent items meeting the standards of quality specified in the solicitation may be considered, unless otherwise specified, providing the bid clearly describes the article offered and how it differs from the specified brand. Unless Bidder specifies otherwise, it is understood that the Bidder is offering the brand item as specified in the solicitation. If Bidder bids an “equal,” Bidder must state the brand name and must submit complete specifications and/or provide samples with the bid. Determination of equality shall be at the sole discretion of the County. If it has been justified and accepted by the requesting agency/department and/or a County standards committee that only one brand can meet the

County’s requirements, “no exceptions” shall be noted in the specifications. All requests for substitutions must be submitted within the Question and Answer period and upon approval by the County, the bidder shall include the approved substitution in the Pricing table for the item(s).

mailto:procurement-support@opengov.com

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

2.7 DISCREPANCIES

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

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

2.8 BID EXPENSES

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

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

A. Preparing its bid in response to this IFB.

B. Submitting that bid to the County.

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

2.9 ACCEPTANCE/REJECTION/AWARD

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

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

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

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

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

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

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

Orange terms and conditions.

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

DPA as final.

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

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

2.10 RIGHTS RESERVED TO COUNTY

The County reserves the right to:

A. Request a sample for determining equality with the specified brand.

B. Waive, at its discretion, any 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.

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

Contract.

D. Make multiple awards to Bidders for services requested in this solicitation, at its sole discretion, to serve the best interests of the County

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

F. Negotiate the final Contract with the lowest, responsive and responsible Bidder or Bidders 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 representation that any contract will be awarded to any Bidder responding to this solicitation.

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

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

County.

I. 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.

2.11 JOINT BIDS

Where two or more Bidders desire to submit a single bid in response to a solicitation, they must do so on a prime/subcontractor basis rather than as a joint venture. The County intends to contract with a single firm or multiple firms, but not with multiple firms doing business as a joint venture.

2.12 UNFAIR PRACTICES AND OTHER LAWS

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

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

2.13 INDEPENDENCE OF BID

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

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

2.14 AMERICANS WITH DISABILITY ACT (ADA)

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

2.15 DUNS NUMBER

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

2.16 UNIQUE ENTITY IDENTIFIER NUMBER (UEI)

The County requires a valid UEI number prior to Contract Award. If needed, your company may obtain one at no cost at www.usfcr.com. If you are unable to provide/obtain a UEI number, please indicate so in your bid submission response.

SECTION 3. 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, Robert Esparza at robert.esparza@ceo.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.

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 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.

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

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.

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

SECTION 4. Scope of Work mailto:CPOAppeals@ocgov.com

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

4.1 BACKGROUND:

The County is comprised of 22 departments and over 18,000 employees located throughout the County. The County’s core businesses are public safety, public health, environmental protection, regional planning, public assistance, social services and aviation. The County of Orange may have over 100+ locations/facilities that may require servicing throughout the County.

The County of Orange is seeking to partner with a qualified company or companies who can provide exceptional performance and competitive pricing for real estate advisory and evaluation services. The County’s intent is to obtain the most cost-effective real estate advisory and evaluation services. while maximizing the quality and level of service. The Contractor is to provide real estate advisory and evaluation services on an on-going or as needed basis.

4.2 CONTRACT USAGE:

Contractor shall be assigned work via a purchase order by County which shall subsequently be referred to as the “Subordinate

Contract/Purchase Order”. A Subordinate Contract/Purchase Order for each project shall be developed by Contractor in conjunction with County Project Management staff. The County Project Manager shall manage all Contractor’s work including monitoring the Subordinate Contract/Purchase Order work schedule, quality of deliverables, review of invoiced amounts, adherence to set budget, and internal review of submittal packages. Contractor shall follow all requirements as outlined in the Subordinate

Contract/Purchase Order; this general Scope of Work and the project specific Scope Statement.

The Subordinate Contract/Purchase Order 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 Subordinate Contract/Purchase Order 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 Subordinate Contract/Purchase Order, County Management staff shall provide Contractor with a Notice to Proceed (NTP) to begin work. Contractor shall submit all plans, reports and other documents produced under the

Subordinate Contract/Purchase Order to the assigned County Project Manager within the timeframe indicated in the Subordinate

Contract/Purchase Order or as directed by County Project Management staff.

4.3 CONTRACTOR RESPONSIBILITIES FOR SERVICES AND DELIVERABLES

Contractor Shall:

A. Assist County in identifying higher potential uses for current sites and identify surplus sites

B. Conduct market research for development sites

C. Prepare market studies for sites and study areas

D. Advise County regarding property disposition strategies including marketing, financial and implementation issues

E. Conduct economic feasibility and highest and best use analyses

F. Assist in preparation of marketing and RFQ/P materials

G. Assist in evaluation and selection of developers, including attending developer interviews, evaluating qualifications, financial proposals and reviewing financial statements

H. Review project site plans and elevations to evaluate proposed development programs

I. Prepare financial evaluations of land use and development concepts including: review of projected development costs;

operating revenues and expenses; and project financing

J. Identify appropriate method for measuring returns, including: Internal Rate of Return (IRR), Discounted Cash Flow

Analysis, Return on Costs and/or Return on Equity

K. Structure options for land disposition business terms including fair market value, ground lease terms and participation agreements

L. Review lease and sale transaction documents to assist County in establishing provisions for rent or sale price, rent adjustments, reappraisals, evidence of financing, assignment and transfer requirements, etc.

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

M. Assist and advise County in establishing negotiating strategy related to scope of development, lease term, financial terms, schedule of performance and other items

N. Prepare alternative cash flow scenarios to measure impact of proposed negotiating positions

O. Identify implementation tools that can incentivize development, enhance feasibility and maintain the economic health of the County

P. Review and advise regarding alternative financing options for public-private partnerships

Q. Review options for private investment of public improvements

R. Prepare fiscal impact analyses for proposed developments, including projections of sales tax, transient occupancy tax, property tax, other salient County revenues

S. Prepare economic impact analyses in support of proposed developments, including employment projections and economic impacts (direct, indirect and induced)

T. Assist in evaluating all relevant Government Codes including those pertaining to the Surplus Land Act, P3, Density

Bonus Proposals and Affordable Housing

U. Estimate the financial gap associated with proposed affordable housing projects

V. Assist staff and legal counsel in negotiations with developers

W. Assist legal counsel in drafting documents

X. Assist staff in preparation of briefing materials and staff reports

Y. If requested assist in briefing senior management and/or Board of Supervisors

Z. Meet with County Staff as requested

AA. Advise County regarding non-property financial issues

Provide other related services as requested by County

4.4 MISCELLANEOUS CLAUSE:

Contractor shall provide a quote for items not listed under Attachment A, and shall not exceed $25,000 per invoice

Miscellaneous items not listed in the Contract, may be purchased off this Contract. Contractor will provide requesting department with quote and process order once the County department has authorized the order in writing.

Prices shall include all costs, but not limited to, overhead, all necessary labor, transportation, freight, delivery and/or shipping/handling fees, fuel/fuel surcharges, mileage, storage, self-imposed fees and any other costs necessary to provide the item/s requested.

In addition to the commodity requirements and all other terms and conditions provided herein, Contractor shall satisfy the following billing/invoicing procedures for miscellaneous items not named specifically on this attachment. Failure to follow these procedures fully may delay payment of miscellaneous items.

A. An authorized County Department staff member will contact the Contractor to obtain a written quote for any items needed that are not listed above or are of a different quantity than specified.

B. An authorized County Department staff must obtain a quote for items on the Contract if purchased in different quantities than listed on the Contract.

C. Contractor to include all charges in the quote including but not limited to; initial set-up fees and/or color matching fees, rush charges (if applicable) and shipping charges.

D. If the authorized County Department staff member finds the quote satisfactory, the authorized staff member will sign the quote and email or fax it back to the vendor authorizing the purchase. The Contractor under no circumstance shall release

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE or deliver any miscellaneous items without a written quote signed by an authorized County Department staff member, in their possession.

E. Contractor must attach with the invoice a copy of the matching quote with the authorized County Department staff member signature.

The agency/department shall certify on the invoice that the prices are per the signed quote

SECTION 5. Pricing

PRICING TABLE

This is a usage Contract between County and Contractor to provide Real Estate, Economic and

Negotiation Advisory Services as set forth in Attachment A, “Scope of Work.

Line Item Description Quantity Unit of

Measure Unit Cost Total

1 Chairman, President, Managing

Principals

1 HOUR

2 Senior Principals 1 HOUR

3 Principals 1 HOUR

4 Managers 1 HOUR

5 Senior Associates 1 HOUR

6 Associates 1 HOUR

7 Senior Analysts 1 HOUR

8 Analysts 1 HOUR

9 Technical Staff 1 HOUR

10 Administrative Staff 1 HOUR

TOTAL

SECTION 6. Vendor Responses

6.1 BID VALIDITY: *

Bids will be valid for a period of 365 days after the solicitation closing date.

☐ Please confirm

*Response required

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

6.2 CONTRACTOR INFORMATION

6.2.1 Name of Bidder*

Please state the Name of Bidder here.

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

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

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

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

*Response required

6.3 COMPANY PROFILE & REFERENCES

6.3.1 Company Legal Name*

*Response required

6.3.2 Company Legal Status*

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

*Response required

6.3.3 Active Licenses*

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

*Response required

6.3.4 Corporate Office Address*

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

*Response required

6.3.5 Local Business Address(es)*

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

• Full address:

• Telephone Number:

• E-mail Address:

6.3.6 Length of Time Firm Has Been In Business*

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

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

*Response required

6.3.7 Length of Time At Current Location*

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

*Response required

6.3.8 Regular Business Hours*

*Response required

6.3.9 Regular Holidays and Hours When Business Is Closed*

*Response required

6.3.10 Federal Taxpayer ID Number*

*Response required

6.3.11 DUNS Number*

Please provide your D-U-N-S Number

*Response required

6.3.12 Unique Entity Identifier Number (UEI)*

The County requires a valid UEI number with active registration status. Your company may obtain one at no cost at https://sam.gov/entity-registration.

*Response required

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

State?*

☐ Yes

☐ No

*Response required

6.3.14 Corporation?*

Is your firm incorporated?

☐ Yes

☐ No

*Response required

When equals "Yes"

6.3.15 State of Incorporation?*

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

Incorporation.

*Response required

When equals "Yes"

6.3.16 Contract Signature Authority - Executive Signature*

https://sam.gov/entity-registration

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

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

Chairperson of the Board.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "Yes"

6.3.17 Contract Signature Authority - Financial Signature*

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

Secretary, Chief Financial Officer, or Treasurer.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "No"

6.3.18 Contract Signature Authority*

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

• Contact Full Name:

• Contact Title:

• Contact Number:

• E-mail Address:

*Response required

6.3.19 Sole Proprietor Under Different Name?*

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

☐ Yes

☐ No

*Response required

When equals "Yes"

6.3.20 Sole Proprietor's Name*

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

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

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

*Response required

6.3.21 Contact Person for Solicitation*

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

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

6.3.22 Project Manager*

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

• Project Manager Full Name

• Project Manager Telephone Number

• Project Manager Email Address

*Response required

6.3.23 Contact Person for Accounting*

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

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

6.3.24 Emergency Contact*

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

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

• Contact Person Telephone/Cellphone Number

• Contact Person Email Address

*Response required

6.3.25 References*

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

• Reference Names

• Addresses of site where work was performed

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

• Contact Name

• Telephone Number of Contact

• Contact Email Address

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

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

☐ Yes

☐ No

*Response required

When equals "Yes"

6.3.26 References - Letters*

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

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Contact Email Address

• Telephone Number of Contact

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

*Response required

When equals "No"

6.3.27 References - Information*

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

Orange References):

• Reference Names

• Addresses of site where work was performed

• Contact Name

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

• Telephone Number of Contact

• Contact Email Address

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

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

*Response required

6.4 BIDDER CERTIFICATION

6.4.1 Conflict of Interest*

Bidder must certify either Yes or No below:

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

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

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

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

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

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

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

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

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

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

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

Successor Agency to the Orange County Development Agency

☐ Yes

☐ No

*Response required

When equals "Yes"

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

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

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

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

6.4.3 Litigation*

Bidder must certify either Yes or No below:

Bidder certifies current/past litigation as follows:

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

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

☐ Yes

☐ No

*Response required

When equals "Yes"

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

6.4.5 Name/Ownership Changes:*

Respondent must certify either Yes or No below:

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

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

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

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

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

☐ Yes

☐ No

*Response required

When equals "Yes"

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

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

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

POLICIES CERTIFICATION REQUIREMENTS section must be met.

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

☐ Yes

☐ No

*Response required

When equals "Yes"

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

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

• Local_Small_Business_(OCLSB...

*Response required

When equals "Yes"

6.4.9 DVBE Certification Number*

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

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

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

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

*Response required

6.4.10 SBA Certification Number*

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

*Response required

6.4.11 Statement of Compliance*

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

B. (No): Bidder certifies it is in strict compliance with this IFB, including the terms and conditions set forth in the Model Contract and its Attachments and Exhibits, except for those exceptions expressly listed as required by this IFB and attached hereto. Attachments for each proposed exception to this IFB, including, but not limited to the Model Contract, must include:

1. The complete provision Bidder is taking exception to;

2. The IFB page number and section of the provision Bidder is taking exception to;

3. The suggested rewording (i.e., Microsoft Word track changes);

https://government-project.s3.us-west-2.amazonaws.com/132866/87d0a77d-34df-4ffa-9038-a809ea7e6d21_Local_Small_Business_%28OCLSB%29_Preference_and_Disabled_Veterans_Business_Enterprise_%28DVBE%29_Affirmation.docx?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4OWRNN5OB%2F20250918%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250918T223544Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEE8aCXVzLXdlc3QtMiJIMEYCIQC5bAOc0pShIEwe4Dz3AWi7PplgIqqQTvu4GSeSwPvy9AIhAI3LeqH9OYUXFgnJWqPTtwfagG8xJ6hsGFMH7rd4D2WFKpMFCMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMODkyMzY0Njg3NjcyIgyFqw5EZXF2lI1oBvIq5wS34B4jFXORJQ3QnlCK05wmU%2B7wYZAw%2FrS8mQt%2BppW7J%2FqIBsFexACfAoKgoQAbuZG4oK0SiO8FWqGVgKDIRl3Mw9huS2IsemeDwB24eJzF0BHHqX0I4Vae7h5qx97rF2e5XTMFl7GesivYE7MagChvoIIu99Al6iF0VPslpc8F3kev3leNclVBXhDX2B3qGUQEmQJxWx7d%2BXdf%2BjpHlnZt2V9rUe5orE9rJWvVaAH8fw2MUi0gCd3zJaylBMIX6UkWDj4dW6xeAXSIoe2PSyBJosxTc3LxDW69mqMDCpThBgHA%2BvVyZ1LomWvbWy5veUncqYfMB3OUfj8g2Y6XjWnyuxQiIIsloe%2BntEAtS%2BRSR0jW1CRjsPRI8vW9K%2BU2HUci%2FUzTk3w3KhDB2MaAUq%2BdpdBKslsSb92marS2QoSdxF%2BSl4pHyZz%2Ff3gEK00IJJsCdFayama8TgCHmo%2BH9SNCAc9yANVe3wlH38YrR2LSo5X4U2sWqwBWuuSUQR7LbEw6jFqnzwvTqXh5qKI3bpgQXpwfAvUKAHWj6bicvhx9h9ECCtNtBOS58s5njJ%2F1%2B6uFpwFxzacWjdYR9RO0ROoxK4OY1HbzU%2FULGQT5fPGDyE0oS2MCmo663JqBLDDMX0UbIOGJWo1f0WzDFtBaZh9APY1EE%2Bx0CAzqhAKBGVOqkYoGPHeFJkKBrXIdvJkMROSuSHTD1P0ZRaEk%2FkNdyozDOt2J0%2BQ7RkvgXB1sQl262N2fLrDj0pxogO%2BE0o%2Bz9cA19QZvnS%2Bt832KOfV9QjX8E86IhDBg1%2F6IR%2Fg7JL4%2FCz6Mq2xnoUww6YqyxgY6mgE2qmqWNh%2BWXVNkhY7PXMbJxteqpEmk%2B7m14Y2DOLCZlStnlzjF7mkynMTtAU3Y%2FhpvJMwIXmu06QNB3GX%2BHsQloSYx2%2BCJKtxEX4%2BWaSgMV7ZcbZGE9wCW%2BxWBdRrje8xv72kKqnenNgRGsgq445vlgPUw0A20pXZbPTbnWvOliRg0Q3a%2F3zT1tDfLNlY9ja7h8eB2sxVWw%2Bfp&X-Amz-Signature=952aaa2b769cf2bf965eb5eada31596753edad3f8f31bfa13f9968e1e7430f32&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Local_Small_Business_%28OCLSB%29_Preference_and_Disabled_Veterans_Business_Enterprise_%28DVBE%29_Affirmation.docx%22&x-id=GetObject

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

4. Reason(s) for submitting the proposed exception; and

5. Any impact the proposed exception may have on the services to be provided.

☐ Yes

☐ No

*Response required

When equals "No"

6.4.12 Provide exceptions to the requirements of this IFB including the terms and conditions set forth in the Model Contract and its Attachments and Exhibits.* *Response required

6.5 SUBCONTRACTOR INFORMATION

The Bidder shall list below all subcontractor(s) who will perform any portion of the work in excess of

0.5% of the total bid. The Bidder shall state each subcontractor’s name, particular trade or subdivision of the work, license number, and principal location. If the Bidder specifies more than one subcontractor for the same portion of work to be performed, or fails to list a subcontractor for any portion of the work in excess of 0.5% of the total bid, the Bidder represents that he or she is fully qualified to perform that portion himself or herself, and, if awarded the Contract, shall perform that portion himself or herself.

6.5.1 Subcontractor Listing*

For each subcontractor performing one half of one percent or more for any portion of work on this project, please provide the following:

• Name of Contractor

• Corporate Office Address

• Local Office Address

• Contractor's License Number

• Contractors DIR Number

• DUNS Number

• UEI Number

• OCLSB/DVBE Certification Number (if applicable)

• SBA Certification Number (if applicable)

• Type of Work, Trade, Service, or Portion of Work to Be Provided

• Dollar Amount of Work Performed

In the event that you are not using any subcontractors for this project, please state "N/A" here or simply not that you will not be using subcontractors. You must clearly state all the requested information for any subcontractor you intend to use here and at this time, a response of "N/A" here and use of subcontractors or requested use of subcontractors at a later time may result in your bid being deemed as non-responsive.

County Executive Office - CPO - Real Estate, Economic and Negotiation Advisory Services, 017-2937101-RE

*Response required

6.6 FORMS

6.6.1 Certification Regarding Debarment *

Please download the below documents, complete, and upload.

• CERTIFICATION_REGARDING_DEB...

*Response required

6.6.2 Proposed Staffing/Key Personnel Plan*

Respondent shall:

A. Download the below documents, complete, and upload hereinto:

1. The key personnel information must be sufficient to confirm to the County that the firm has adequate staff and the capability to assist in Services as needed. Provide the names of key staff who may be assigned to Services. Include current resumes detailing their technical expertise, experience directly related to the proposed work (including similar projects), function and responsibility related to the proposed work, qualifications, years of related experience, and length of time with the firm. Additionally, list any licenses and certifications held by these individuals.

2. Identify subcontractors (if any) that will be assigned to perform services listed in the Scope of

Services.

3. Identify subcontractor(s) Preference Certification, when applicable.

• Key_Personnel-Staffing_Plan...

• Key_Personnel-Staffing_Plan...

*Response required

6.6.3 The Levine Act: County of Orange Campaign Contribution Disclosure* The Levine Act compliance is a minimum submittal requirement of this solicitation.

Please complete and sign the County of Orange Campaign Contribution Disclosure Form attached hereto.

A Bidder's failure to provide a completed and signed copy will render its proposal as incomplete and nonresponsive.

• Levine_Act_-_Campaign_Contr...

*Response required

6.6.4 Confirmation of Forms and Supplemental Documents*

Please confirm that all the forms within this section have been completed accurately to the best of your knowledge and as requested and required by this Invitation for Bids.

☐ Please confirm

*Response required https://government-project.s3.us-west-2.amazonaws.com/132866/22a69c85-9b3e-4060-9149-8867a5a96c07_CERTIFICATION_REGARDING_DEBARMENT_OC.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4OWRNN5OB%2F20250918%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250918T223544Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEE8aCXVzLXdlc3QtMiJIMEYCIQC5bAOc0pShIEwe4Dz3AWi7PplgIqqQTvu4GSeSwPvy9AIhAI3LeqH9OYUXFgnJWqPTtwfagG8xJ6hsGFMH7rd4D2WFKpMFCMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMODkyMzY0Njg3NjcyIgyFqw5EZXF2lI1oBvIq5wS34B4jFXORJQ3QnlCK05wmU%2B7wYZAw%2FrS8mQt%2BppW7J%2FqIBsFexACfAoKgoQAbuZG4oK0SiO8FWqGVgKDIRl3Mw9huS2IsemeDwB24eJzF0BHHqX0I4Vae7h5qx97rF2e5XTMFl7GesivYE7MagChvoIIu99Al6iF0VPslpc8F3kev3leNclVBXhDX2B3qGUQEmQJxWx7d%2BXdf%2BjpHlnZt2V9rUe5orE9rJWvVaAH8fw2MUi0gCd3zJaylBMIX6UkWDj4dW6xeAXSIoe2PSyBJosxTc3LxDW69mqMDCpThBgHA%2BvVyZ1LomWvbWy5veUncqYfMB3OUfj8g2Y6XjWnyuxQiIIsloe%2BntEAtS%2BRSR0jW1CRjsPRI8vW9K%2BU2HUci%2FUzTk3w3KhDB2MaAUq%2BdpdBKslsSb92marS2QoSdxF%2BSl4pHyZz%2Ff3gEK00IJJsCdFayama8TgCHmo%2BH9SNCAc9yANVe3wlH38YrR2LSo5X4U2sWqwBWuuSUQR7LbEw6jFqnzwvTqXh5qKI3bpgQXpwfAvUKAHWj6bicvhx9h9ECCtNtBOS58s5njJ%2F1%2B6uFpwFxzacWjdYR9RO0ROoxK4OY1HbzU%2FULGQT5fPGDyE0oS2MCmo663JqBLDDMX0UbIOGJWo1f0WzDFtBaZh9APY1EE%2Bx0CAzqhAKBGVOqkYoGPHeFJkKBrXIdvJkMROSuSHTD1P0ZRaEk%2FkNdyozDOt2J0%2BQ7RkvgXB1sQl262N2fLrDj0pxogO%2BE0o%2Bz9cA19QZvnS%2Bt832KOfV9QjX8E86IhDBg1%2F6IR%2Fg7JL4%2FCz6Mq2xnoUww6YqyxgY6mgE2qmqWNh%2BWXVNkhY7PXMbJxteqpEmk%2B7m14Y2DOLCZlStnlzjF7mkynMTtAU3Y%2FhpvJMwIXmu06QNB3GX%2BHsQloSYx2%2BCJKtxEX4%2BWaSgMV7ZcbZGE9wCW%2BxWBdRrje8xv72kKqnenNgRGsgq445vlgPUw0A20pXZbPTbnWvOliRg0Q3a%2F3zT1tDfLNlY9ja7h8eB2sxVWw%2Bfp&X-Amz-Signature=09f667be57d2b853a09e193d3e0d426990f6249c5920242e95fcfaaf048b6e67&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22CERTIFICATION_REGARDING_DEBARMENT_OC.pdf%22&x-id=GetObject https://government-project.s3.us-west-2.amazonaws.com/132866/d3fbf7d3-d56c-4225-ad7c-7b34d975d192_Key_Personnel-Staffing_Plan_-_PDF_version.pdf?X-Amz-Algorithm=AWS4-HMAC-SHA256&X-Amz-Content-Sha256=UNSIGNED-PAYLOAD&X-Amz-Credential=ASIA47RIURE4OWRNN5OB%2F20250918%2Fus-west-2%2Fs3%2Faws4_request&X-Amz-Date=20250918T223544Z&X-Amz-Expires=72000&X-Amz-Security-Token=IQoJb3JpZ2luX2VjEE8aCXVzLXdlc3QtMiJIMEYCIQC5bAOc0pShIEwe4Dz3AWi7PplgIqqQTvu4GSeSwPvy9AIhAI3LeqH9OYUXFgnJWqPTtwfagG8xJ6hsGFMH7rd4D2WFKpMFCMf%2F%2F%2F%2F%2F%2F%2F%2F%2F%2FwEQAhoMODkyMzY0Njg3NjcyIgyFqw5EZXF2lI1oBvIq5wS34B4jFXORJQ3QnlCK05wmU%2B7wYZAw%2FrS8mQt%2BppW7J%2FqIBsFexACfAoKgoQAbuZG4oK0SiO8FWqGVgKDIRl3Mw9huS2IsemeDwB24eJzF0BHHqX0I4Vae7h5qx97rF2e5XTMFl7GesivYE7MagChvoIIu99Al6iF0VPslpc8F3kev3leNclVBXhDX2B3qGUQEmQJxWx7d%2BXdf%2BjpHlnZt2V9rUe5orE9rJWvVaAH8fw2MUi0gCd3zJaylBMIX6UkWDj4dW6xeAXSIoe2PSyBJosxTc3LxDW69mqMDCpThBgHA%2BvVyZ1LomWvbWy5veUncqYfMB3OUfj8g2Y6XjWnyuxQiIIsloe%2BntEAtS%2BRSR0jW1CRjsPRI8vW9K%2BU2HUci%2FUzTk3w3KhDB2MaAUq%2BdpdBKslsSb92marS2QoSdxF%2BSl4pHyZz%2Ff3gEK00IJJsCdFayama8TgCHmo%2BH9SNCAc9yANVe3wlH38YrR2LSo5X4U2sWqwBWuuSUQR7LbEw6jFqnzwvTqXh5qKI3bpgQXpwfAvUKAHWj6bicvhx9h9ECCtNtBOS58s5njJ%2F1%2B6uFpwFxzacWjdYR9RO0ROoxK4OY1HbzU%2FULGQT5fPGDyE0oS2MCmo663JqBLDDMX0UbIOGJWo1f0WzDFtBaZh9APY1EE%2Bx0CAzqhAKBGVOqkYoGPHeFJkKBrXIdvJkMROSuSHTD1P0ZRaEk%2FkNdyozDOt2J0%2BQ7RkvgXB1sQl262N2fLrDj0pxogO%2BE0o%2Bz9cA19QZvnS%2Bt832KOfV9QjX8E86IhDBg1%2F6IR%2Fg7JL4%2FCz6Mq2xnoUww6YqyxgY6mgE2qmqWNh%2BWXVNkhY7PXMbJxteqpEmk%2B7m14Y2DOLCZlStnlzjF7mkynMTtAU3Y%2FhpvJMwIXmu06QNB3GX%2BHsQloSYx2%2BCJKtxEX4%2BWaSgMV7ZcbZGE9wCW%2BxWBdRrje8xv72kKqnenNgRGsgq445vlgPUw0A20pXZbPTbnWvOliRg0Q3a%2F3zT1tDfLNlY9ja7h8eB2sxVWw%2Bfp&X-Amz-Signature=b87c5338e855ac88232908912044c91f433ba082abd2c22a63a4bc1712f30624&X-Amz-SignedHeaders=host&response-content-disposition=attachment%3B%20filename%3D%22Key_Personnel-Staffing_Plan_-_PDF_version.pdf%22&x-id=GetObject…