Recruitment_Assessment_and_Testing_Services.pdf

County of Orange, Probation

Invitation for Bid for Recruitment Assessment and Testing Services

IFB # 057-2921001-YG1

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

COUNTY OF ORANGE

Probation

PROCUREMENT SERVICES

1055 N. Main Street

Santa Ana, CA

92701

Date: Friday, August 29, 2025

INVITATION FOR BIDS

FOR: RECRUITMENT ASSESSMENT AND TESTING SERVICES

BID MUST BE RECEIVED BEFORE:

September 18, 2025 / 2:00 pm

IFB # 057-2921001-YG1

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. OCLSB and DVBE Preference Policies Certification Requirements

6. Electronic Fund Transfer (EFT)

7. Pricing

8. Vendor Responses

Attachments:

C - 057-2921001-YG1 - Model Contract

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), Yarida Guzman, 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 Wednesday, September 10, 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

Probation - Recruitment Assessment and Testing Services, 057-2921001-YG1

County's Deputy Procurement Agent, Yarida Guzman, yarida.guzman@prob.ocgov.com, 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 (attached in the Attachments), 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, the awarded Bidder will be required to sign and submit the 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 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 NO SUBSTITUTIONS

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

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.

mailto:procurement-support@opengov.com

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.

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.

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, Yarida Guzman at yarida.guzman@prob.ocgov.com, no later than five (5) business days prior to the Closing Date of the solicitation. Protests received after the five (5) business-day deadline will not be considered by the County.

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

Protest of Award of Contract:

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

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

Protest Process

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

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

C. The County may, after providing written justification, make the determination that an immediate award of the contract is necessary to protect the substantial interests of the County. The award of a contract shall in no way compromise the protester’s right to the protest procedures outlined herein.

D. If the protestor disagrees with the decision of the DPA, the protestor may submit a written appeal to the County Procurement Officer requesting an appeal to the Procurement Appeals Board, in accordance with the process stated below.

Appeal Process

A. If the protestor wishes to appeal the decision of the DPA, the protestor must submit, within three

(3) business days from receipt of the DPA’s decision, a written appeal to the Office of the County

Procurement Officer.

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

County of Orange/County Executive Office

County Procurement Office

400 W. Civic Center Drive, 5th Floor

Santa Ana, CA 92701

Attn: County Procurement Officer

CPOAppeals@ceo.oc.gov

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

Appeals Board.

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

4.1 RECRUITMENT ASSESSMENT AND TESTING SERVICES.

A. BACKGROUND: The Orange County Probation Department is a public agency that serves the community using efficient and research-supported corrections practices to reduce crime, assist the courts in managing offenders, promote lawful and productive lifestyles, and assist victims. The county (attached in the

Attachments) comprises of 22 departments with over 18,000 employees located throughout the County. The

Probation Department has several locations that may require servicing throughout the County.

B. INTRODUCTION: Contractor shall provide Recruitment Assessment and Testing Services to the Orange

County Probation Department on an as-needed basis. Usage is not guaranteed.

mailto:CPOAppeals@ocgov.com

C. DESCRIPTION OF SERVICES

1. The Standards and Training for Corrections (STC) division of the Board of the State and Community

Corrections (BSCC) introduced a new single entry-level selection exam for the Adult Corrections Officer

(ACO), Juvenile Corrections Officer (JCO), and Probation Officer (PO) classifications.

2. The exams serve as part of the selection standards for local Corrections and Probation agencies participating in the STC Program Operated by BSCC. The new single exam is offered exclusively through Contractor, in both written paper-and-pencil format and electronic/computer-based format. The single-entry-level selection exam will allow candidates to take a single exam, and their score will be used in the event they are applying for one or more classifications and/or in the future.

3. Contractor is to provide off-the-shelf assessment as approved by BSCC for the entry-level ACO, PCO, and PO Classifications. The County shall perform all parts of the examination process under the selection guidelines of the Equal Employment Opportunity Commission and the Fair Employment

Housing and is responsible for the results of the applicant selection process.

D. CONTRACTOR REQUIREMENTS

1. Contractor shall possess and maintain all Federal, State and local permits, licenses and approvals necessary to provide services/goods required for [Type of Services/Commodities]. Any associated fees shall be the responsibility of the Contractor. Copies of each may be required at time of award or as requested by the County.

2. Contractor must be authorized by the Board of the State and Community Corrections (BSCC) to administer the various exams required and approved for ACO, PCO, and PO.

E. CONTRACTOR RESPONSIBILITIES

1. Contractor shall provide the current BSCC approved exams for ACO, PCO and PO.

2. Contractor shall ensure all security measures are in place to provide secure testing materials.

3. Contractor shall provide County with testing links at the beginning of new Contract year to be used on as needed basis.

4. Contractor shall provide County access to online exam content, proctors instructions for administering the examination and any other material deemed necessary.

5. Contractor shall provide candidates scores electronically twice weekly.

6. Contractor shall provide, at County’s request, the ability to review a keyed copy of the examination at

Contractor’s office located at 2450 Del Paso, Suite 220, Sacramento, CA 95834.

7. Contractor shall be responsible for maintaining confidentiality and shall not share any test results with potential candidates.

8. Contractor has no control over the functioning of the internet and County’s equipment, and any problems with on-line testing due to the failure thereof are not attributable to Contractor.

9. All test content and materials supplied by Contractor under this Contract shall be and remain the property of BSCC.

10. If any test material obtained from Contractor for the BSCC exam material should become involved in a legal proceedings by a court or other body vested with legal authority, Contractor and BSCC will take appropriate measures to safeguard the confidentiality of the test materials including answer sheets such as motion for protective order.

11. Contractor retains the right to terminate this agreement and withhold or recall test materials for the BSCC exams for ACO, PCO and PO if Contractor believes the terms and conditions of this Contract are being or have been violated.

12. In the event the Contract is terminated, Contractor will be paid such amount as is due for services performed and any expenses incurred up to and including the date of termination

F. COUNTY’S RESPONSIBILITIES:

1. County agrees to utilize the BSCC examination content for the recruitment of entry level ACO, PCO and PO classifications. BSCC will not be held responsible for their use for unauthorized classifications.

2. County shall administer the examination in accordance with the instructions provided by Contractor for the use of the BSCC exam.

3. County agrees exam content shall be secured in a manner that will prevent unauthorized persons from having access to it. Unauthorized person is defined as anyone who has not read the Test Use Agreement

Terms and Conditions, has not been trained on the proper use of exam materials and has not read, accepted, and agreed to the terms of this Contract.

4. County agrees the Authorized Requesters as listed in Attachment D, will have read and agreed to the terms and conditions of this Contract.

5. Only individuals listed in Attachment D, have the authority to request testing materials.

6. The County agrees to be responsible for the security of test materials and agrees to reimburse Contractor for a portion or all the replacement costs, as determined by Contractor and BSCC, for exam content that is compromised or whose value for testing purposes, in the opinion of Contractor and BSCC, may have been destroyed as a result of County’s negligent exam security practices while said exam content were subject to the custody of the County. County’s liability for replacement costs shall be limited to the fees paid to Contractor by the County for the test materials/exam content at the time such liability is incurred. In no event shall County’s liability exceed the total annual contact amount in Article 3

(Payment and Compensation) of this Contract.

7. In the event the Contractor terminates this Contract, County will pay Contractor for services that were rendered. No termination fees shall be allowed.

G. CONTRACTOR SHALL HAVE POLICIES AND PROCEDURES IN PLACE FOR ORDERING

AND ADMINISTERING BSCC EXAMINATIONS, SUCH AS BELOW:

1. Paper and Pencil Exams

a. Scheduling of Examinations: County shall notify Contractor not less than 10 working days in advance to allow time for scheduling, preparation, and shipping.

b. Notification to Contractor of Number of Candidates: Not less than 10 working days prior to the examination date, County shall notify Contractor of the total number of candidates in each classification to be tested. Expedited shipping fees may be applied to orders placed less than 10 business days prior to test date.

c. Transmittal of Test Materials: Contractor shall provide County with sufficient examination booklets, instructions, and answer sheets for administering the examination and such other material, as

Contractor may deem necessary.

d. Administration of Test and Return of Test Materials: County shall administer in accordance with instructions provided by Contractor and immediately following the examination will return all used and unused examination booklets, instructions, answer sheets, and any other materials furnished by

Contractor.

e. Re-use of Test Materials: Examining agency requesting test materials use for a specific date and candidate count will not be allowed to reuse the tests for another date or candidate group.

f. Scoring of Test: Contractor will process the scoring within three (3) working days or receipt of

Contractor scannable answer sheets. Score results are sent out by email on the 3rd working day.

2. In Person Computer Based Exams

a. Scheduling of Examinations: County will be provided with a testing link at the beginning of each year to use as needed.

b. Transmittal of Test Materials: Contractor shall provide the County access to online exam content, proctors instructions for administering the examination and such other material, as Contractor may deem necessary.

c. Administration of Test and Return of Test Materials: County shall administer the examination in accordance with the instructions provided by Contractor. Exams must be proctored by approved agency staff.

3. Online Remotely Proctored Exams

a. Scheduling of Examinations: County will be required to provide exam dates and approved candidates list at least ten (10) business days in advance of desired testing window. Candidates will be required to schedule appointments 72 hours in advance during the testing window. Candidates who will not be attending their appointment will be asked to cancel their exam appointment 24 hours in advance.

b. Examining Agency Responsibilities: County recognizes that Contractor HR/BSCC has no control over the functioning of the internet, candidate supplied equipment, any problems with on-line testing due to any failure(s) not attributable to Contractor HR/BSCC.

i. ProctorU

ii. Assists with candidate questions and troubleshooting of issues related to scheduling.

iii. Notify Contractor HR of the need for review of candidate testing videos.

a. Administration of Examination via Remote Proctor: During a remote proctored exam session, a

ProctorU proctor will remotely connect to a candidate’s computer to enable the candidate's video and computer screen recording. Proctors will verify the candidate’s ID and secure their testing environment. The proctor will guide the candidate to their exam and monitor them throughout the examination. Infractions will be corrected and reported to Contractor as needed.

b. Approved candidates shall do the following:

i. Test in a private, quiet, distraction-free area.

ii. Testing surface must be flat, such as a desk or table, and be clear of any materials except those permitted for the exam.

iii. Testing environment must be an enclosed space, with four (4) walls.

iv. Use a reliable computer with a microphone and webcam (internal or external).

v. Install and use a Firefox or Chrome web browser.

vi. Disable all popup blockers and enable cookies.

vii. Test their equipment prior to their exam appointment.

viii. Obtain a small handled whiteboard to be used in place of scratch paper.

ix. Have either a cell phone with ability to mirror the front camera or a handheld mirror.

x. Schedule exam appointments at least 72 hours in advance.

a. Approved candidates shall “not” do the following:

i. Read exam questions aloud.

ii. Move out of camera view without Proctor’s permission.

iii. Be in the presence of other individuals while testing.

iv. Take screenshots, photos, or otherwise retain exam content.

v. Wear headphones, earbuds, or earplugs.

vi. Utilize unpermitted breaks.

vii. Utilize unpermitted resources, such as notes or other hard copy materials, online resources such as Google, The above list is not exhaustive. It is the responsibility of the candidate and County to ensure that hardware and software meets ProctorU minimum requirements before the date of the examination and that all policies for candidate behavior during an exam are understood and followed: Contractor HR will provide the County with documentation covering ProctorU policies and procedures, technical requirements for equipment and suggested scheduling template language. Should policies and procedures change, Contractor HR will not notify the examining agency and provide updated documentation.

a. Scoring of Tests: At the close of the testing period, the Candidates' scores will be provided electronically to the County.

H. LOCATIONS AND HOURS OF OPERATIONS

1. The County of Orange, Human Resources Recruitment Services Team conduct all sworn officer exams in a proctored testing environment at a County Testing Facility.

2. Testing may be scheduled on a set day and time, Monday through Friday, from 8:00 am to 4:00 pm.

3. Testing Locations:

Probation Administrative Office County Administration North St. Andrews Campus

1055 N. Main Street 400 W. Civic Center Drive 1700 E. St. Anrew Place

Santa Ana, CA 92701 Santa Ana, CA 92701 Santa Ana, CA 92705

SECTION 5. OCLSB and DVBE Preference Policies Certification Requirements

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

Enterprise (DVBE) Preference Policies Certification Requirements

5.1 OCLSB:

Effective January 1, 2020, County of Orange Board of Supervisors adopted the OCLSB Preference policy. Implementation of the OCLSB Preference policy supports local businesses, the local economy and the development of the County’s tax base.

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

A. Local Business Requirements:

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

2. has:

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

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

B. Small Business Requirements:

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

Services (DGS): and, C. Above requirements must be valid at the time of bid/proposal submittal.

5.2 DVBE:

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

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

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

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

(A) and (B) below:

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

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

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

ORANGE LOCAL SMALL BUSINESS (OCLSB) AND DISABLED VETERAN BUSINESS

ENTERPRISE (DVBE) CERTIFICATION REQUIREMENTS in the VENDOR RESPONSES.

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

CONSTRUCTION PROJECTS.

5.3 OCLSB/DVBE CERTIFICATION REQUIREMENTS:

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

Enterprise (DVBE) Certification Requirements

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

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

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

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

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

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

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

B. OCLSB or DVBE Preference provides for the following:

1. Invitation for Bid – IFB

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

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

2. Request for Proposal - RFP

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

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

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

1. Business Certified as OCLSB and DVBE

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

D. Subcontractors

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

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

CONSTRUCTION PROJECTS.

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

SECTION 6. Electronic Fund Transfer (EFT)

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

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

SECTION 7. Pricing

THE BOARD OF STATE AND COMMUNITY CORRECTIONS EXAMINING AGENCY COST

BREAKDOWN

PAPER AND PENCIL EXAM FEES

Line Item Description Quantity Unit of

Measure Unit Cost Total

1 BASE FEE/PER ORDER 1 EACH

2 EXAM BOOKLETS/PER

BOOKLETS

1 EACH

3 SCORING/PER CANDIDATE

TESTED

1 EACH

TOTAL

THE BOARD OF STATE AND COMMUNITY CORRECTIONS EXAMINING AGENCY COST

BREAKDOWN

IN-PERSON COMPUTER-BASED EXAM FEES

Line Item Description Quantity Unit of

Measure Unit Cost Total

1 ANNUAL FEE/PER YEAR 1 YEAR

2 Tier 1 (0 - 20 Candidates tested per

Month/cost per Candidate)

1 EACH

3 Tier 2 (21 - 40 Candidates tested per

Month/Cost per Candidate)

1 EACH

4 Tier 3 (41 - 100) Candidates tested per

Month/Cost per Candidate)

Line Item Description Quantity Unit of

Measure Unit Cost Total

5 Tier 4 (101 - 499) Candidates tested per Month/Cost per Candidate)

1 EACH

6 Tier 5 (500+) Candidates tested per

Month/Cost per Candidate)

ONLINE-REMOTELY PROCTORED EXAM FEES

Line Item Description Quantity Unit of

Measure Unit Cost Total

1 Base Fee/Per Event 1 EACH

2 Cost Per Candidate 1 EACH

Additional Services

Line Item Description Quantity Unit of

Measure Unit Cost Total

1 Answer Sheet Verification/Per

Request

1 EACH

2 Scoring Converted to Excel File/Per

Request

1 EACH

3 Rush Scoring/Per Request 1 EACH

Expedited Shipping for Paper-And-Pencil Exams only.

Line Item Description Quantity Unit of

Measure Unit Cost Total

1 Expedited shipping fees may be applied to paper-and-pencil exams orders that are placed less than 10 business days prior to test date.

Approval by County Staff is required.

1 Percentage

SECTION 8. Vendor Responses

8.1 BID VALIDITY: *

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

☐ Please confirm

*Response required

8.2 CONTRACTOR MUST BE AUTHORIZED BY THE BOARD OF THE STATE

AND COMMUNITY CORRECTIONS (BSCC) TO ADMINISTER THE VARIOUS

EXAMS REQUIRED AND APPROVED FOR ACO, PCO AND PO.

☐ Yes

☐ No

8.3 NAME OF BIDDER*

Please state the Name of Bidder here.

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

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

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

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

*Response required

8.4 COMPANY PROFILE & REFERENCES

8.4.1 Company Legal Name*

*Response required

8.4.2 Company Legal Status*

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

*Response required

8.4.3 Corporate Office Address*

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

*Response required

8.4.4 Local Business Address(es)*

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

• Full address:

• Telephone Number:

• E-mail Address:

*Response required

8.4.5 Length of Time Firm Has Been In Business*

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

*Response required

8.4.6 Length of Time At Current Location*

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

*Response required

8.4.7 Regular Business Hours*

*Response required

8.4.8 Regular Holidays and Hours When Business Is Closed*

*Response required

8.4.9 Federal Taxpayer ID Number*

*Response required

8.4.10 DUNS Number*

Please provide your D-U-N-S Number

*Response required

8.4.11 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 https://sam.gov/entity-registration

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

State?*

☐ Yes

☐ No

*Response required

8.4.13 Corporation?*

Is your firm incorporated?

☐ Yes

☐ No

*Response required

When equals "Yes"

8.4.14 State of Incorporation?*

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

Incorporation.

*Response required

When equals "Yes"

8.4.15 Contract Signature Authority - Executive Signature*

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

Chairperson of the Board.

• Contact Full Name:

• Contact Number:

• E-mail Address:

*Response required

When equals "Yes"

8.4.16 Contract Signature Authority - Financial Signature*

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

Secretary, Chief Financial Officer, or Treasurer.

• Contact Full Name:

• Contact Number:

• E-mail Address:

When equals "No"

8.4.17 Contract Signature Authority*

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

• Contact Full Name:

• Contact Title:

• Contact Number:

• E-mail Address:

*Response required

8.4.18 Sole Proprietor Under Different Name?*

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

☐ Yes

☐ No

*Response required

When equals "Yes"

8.4.19 Sole Proprietor's Name*

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

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

*Response required

8.4.20 Contact Person for Solicitation*

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

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

8.4.21 Project Manager*

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

• Project Manager Full Name

• Project Manager Telephone Number

• Project Manager Email Address

8.4.22 Contact Person for Accounting*

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

• Contact Person Full Name

• Contact Person Telephone Number

• Contact Person Email Address

*Response required

8.4.23 Emergency Contact*

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

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

• Contact Person Telephone/Cellphone Number

• Contact Person Email Address

*Response required

8.4.24 References*

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

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Telephone Number of Contact

• Contact Email Address

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

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

☐ Yes

☐ No

*Response required

When equals "Yes"

8.4.25 References - Letters*

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

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Contact Email Address

• Telephone Number of Contact

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

*Response required

When equals "No"

8.4.26 References - Information*

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

Orange References):

• Reference Names

• Addresses of site where work was performed

• Contact Name

• Telephone Number of Contact

• Contact Email Address

• Contract Effective Dates

• Contract Amount

• Brief Contract Descriptions

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

*Response required

8.5 BIDDER CERTIFICATION

8.5.1 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"

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

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

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

8.5.3 Litigation*

Bidder must certify either Yes or No below:

Bidder certifies current/past litigation as follows:

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

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

☐ Yes

☐ No

*Response required

When equals "Yes"

8.5.4 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.*

8.5.5 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"

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

8.5.7 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.

☐ Yes

☐ No

*Response required

When equals "Yes"

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

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

• Local_Small_Business_(OCLSB...

*Response required

When equals "Yes"

8.5.9 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.

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

*Response required

8.5.10 SBA Certification Number*

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

*Response required

8.5.11 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…