RFP_012-2751004-CW_-_Special_Projects_-_Solicitation_Document.pdf

COUNTY OF ORANGE

OC COMMUNITY RESOURCES

REQUEST FOR PROPOSAL (RFP)

FOR

SPECIAL PROJECTS RELATED TO WORKFORCE DEVELOPMENT

SERVICES

RFP NO. 012-2751004-CW

County of Orange RFP OC Community Resources - Special Projects Related to Workforce Development Services, 012-2751004-CW

County of Orange OC Community Resources Procurement Services 601 N Ross St Santa Ana, CA 92701

SCHEDULE OF ACTIVITIES

Release Project Date December 13, 2024

Pre-Proposal Meeting (Non- Mandatory)

December 18, 2024, 10:00am https://teams.microsoft.com/l/meetup-join/19%3ameeting_N2MyZmUyNDctOGM0 MS00YTc2LTlhMDktYjVlYTg4NTRiOTY1% 40thread.v2/0?context=%7b%22Tid%22%3a% 22e4449a56-cd3d-40ba-ae32- 25a63deaab3b%22%2c%22Oid%22%3a%225d bd5527-e5d2-4b09-8de8-ba991ea3fdd4%22%7d

Question Submission Deadline January 23, 2025, 2:00pm

Letter of Intent to Submit Application (Optional)

January 27, 2025, 2:00pm cdm.rfpmail@occr.ocgov.com

Proposal Submission Deadline February 3, 2025, 2:00pm

Contractor Selection Date Expected in approximately two weeks after Board Approval

**This is a proposed schedule that is subject to change. Any changes to the schedule for the RFP process will be issued to all Respondents via addenda on the County’s online bidding system https://procurement.opengov.com/portal/ocgov **

PROPOSALS MUST BE RECEIVED ON

OR BEFORE

Monday, February 3, 2025

2:00 pm

SECTIONS

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO APPLICANTS

SECTION 2. SCOPE OF SERVICES

SECTION 3. PROPOSAL SCORING FORMAT

SECTION 4. PROPOSAL RESPONSE REQUIREMENTS

SECTION 5. OCLSB AND DVBE PREFERENCE POLICIES CERTIFICATION

REQUIREMENTS

SECTION 1. INTRODUCTION AND INSTRUCTIONS TO APPLICANTS

1.1 INTRODUCTION

The County of Orange, OC Community Resources (hereinafter referred to as “County”), is soliciting proposals from qualified firms (hereinafter referred to as “Applicants”) for Special Projects Related to Workforce Development Services. Applicants must meet the minimum qualifications and requirements as set forth within the RFP and be capable of providing services identified in the Scope of Work herein. Applicants may propose for one or multiple services requested in this RFP. A separate proposal is required for each service component.

The RFP is managed by the Workforce and Economic Development Unit and is designed to provide funding for four distinct areas:

• Business Development

• Workforce Development (Youth and Adult Programs/Services)

• Innovations

• Consultancy

1.2 INSTRUCTIONS TO APPLICANTS AND PROCEDURES FOR SUBMITTAL

A. Proposals are to be uploaded via the County's Online Bidding System at https://procurement.opengov.com/portal/ocgov

Note: This is a fully electronic Request for Proposals (RFP). Applicants must submit their proposals online via County’s online bidding system. Only electronic proposals will be accepted. Facsimile and e-mail proposals will NOT be allowed. For assistance on uploading proposals via County’s online bidding system, please contact procurement-support@opengov.com or https://help.procurement.opengov.com/en/

B. Examine the Contract Documents and the site of the proposed work carefully before submitting a Proposal for the work contemplated. Investigate the conditions to be encountered, as to the character, quality, and quantities of work to be performed and materials to be furnished and as to the requirements of all Contract Documents.

The County has attempted to provide all information available. It is the responsibility of each Applicant to review, evaluate, and, where necessary, request any clarification prior to submission of a Proposal. If any person contemplating submitting a response to this Request for Proposals is in doubt as to the true meaning of any part of the solicitation documents attached hereto or finds discrepancies in or omissions from the specifications, they may submit a written request for clarification/interpretation to the County Deputy Purchasing Agent (DPA) via the County’s online bidding system under the bid page for this solicitation.

If clarification or interpretation of this solicitation is considered necessary by County, an addendum shall be issued, and the information will be posted via the County’s online bidding system. Any interpretation of, or correction to, this solicitation shall be issued by the DPA. It is the responsibility of each Applicant to periodically check the County’s online bidding 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.If an addendum is issued, proposers must acknowledge the addendum via the County’s eProcurement Portal.

All questions or requests for interpretations must be received on Thursday, January 23, 2025, before 2:00 pm as specified in the solicitation. Applicants are not to contact other County personnel with any questions or clarifications concerning this RFP.

The DPA will provide all official communication concerning this RFP. Any County response relevant to this RFP other than through or approved by the DPA is unauthorized and will be considered invalid.

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

D. Each Applicant must submit their proposal electronically via the County’s eProcurement Portal.

E. All pages must be numbered and identified sequentially by section. Proposals must be tabbed and indexed in accordance with the information requested in the Proposal Response Requirements Section. It is imperative that all Applicants comply, exactly and completely, with the instructions set forth herein. All responses to this RFP shall be type written or word-processed (except where otherwise provided or noted), concise, straightforward, and must fully address each requirement and question. Although not as a substitute for a complete written response, additional material, such as technical documents, may be referenced in any response if the material is included in the same section as additional information.

F. Proposals are not to be marked as confidential or proprietary. The County may refuse to consider any Proposal so marked. All Proposals and supporting documents will be subject to the provisions of the California Public Records Act (California Code Government Code 6250 et seq.) (PRA) and will be disclosed or withheld in accordance therewith. The County shall not be liable in any way for disclosure of any such records.

Additionally, all Proposals shall become the property of the County. The County reserves the right to make use of any information or ideas in the Proposals submitted.

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

G. Each Applicant shall exercise reasonable care and diligence to avoid submitting a Proposal that could result in a conflict of interest if Applicant were to be selected. This obligation shall apply to the Applicant, the Applicant's employees, agents, and relatives, sub-contractors, and third parties associated with accomplishing work and services in Proposal.

In the event Applicant has done work for the County on this Project in the past or has reason to believe that a conflict of interest may exist for Applicant in regard to this Project, Applicant should consult with its legal counsel prior to responding to this RFP. Any Applicant who is found to have an actual conflict of interest may have its Proposal rejected on that ground.

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

If subject to the Act, Applicant shall conform to all requirements of the Act. Failure to do so shall constitute a material breach and is grounds for immediate termination of the Contract by County. Applicant shall indemnify and hold harmless County for any and all claims for damages resulting from Applicant's violation of this Section.

H. By submitting a Proposal, the Applicant represents that it thoroughly examined the County’s requirements, is familiar with the services required under this RFP and is qualified and capable of providing the services to achieve the County’s objectives.

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

Note: Allow sufficient time to upload all required files. The County’s eProcurement Portal will not allow any uploads after the due date and time specified herein, e.g., if Part 1 and 2 uploaded successfully at 1:58:38 P.M. and Part 3 is in progress of being uploaded at 2:00:01 P.M., Part 3 will not upload successfully.

J. County reserves the right to request proposal revisions and hold discussions and negotiations with any Applicant as necessary to serve the best interests of the County. Any Proposal may be rejected if it is conditional, incomplete or deviates from specifications in this RFP. The County reserves the right to waive, at its discretion, any procedural irregularity, immaterial defects or other improprieties which the County deems reasonably correctable or otherwise not warranting rejection of the Proposal. Any waiver will not excuse a proponent from full compliance.

K. Pre-contractual expenses are not to be included in the Cost Proposal, Attachment, Pricing and Compensation. Pre-contractual expenses are defined as including, but not limited to, expenses incurred by the Applicant in: a) preparing its Proposal in response to this RFP; b) submitting that Proposal to the County; c) negotiating with the County any matter related to the Applicant's Proposal; and d) any other expenses incurred by the Applicant prior to the date of award and execution, if any, of the Contract.

L. Any Proposal may be construed as non-responsive and ineligible for consideration if it does not comply with the requirements of the RFP. Failure to comply with the technical features and acknowledgment of receipt of addenda are common causes for holding a Proposal nonresponsive.

M. Where two or more Applicants desire to submit a single Proposal in response to this solicitation, they must do so on a prime/subcontractor basis rather than as a joint venture.

The County intends to contract with a single firm that may subcontract with multiple firms (team) but not with multiple firms doing business as a joint venture.

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

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

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

Q. County reserves the right to: a) negotiate the final Contract with any Applicant(s); b) withdraw this RFP in whole or part at any time without prior notice (the County makes no representations that any Contract will be awarded to any Applicant responding to this RFP);

c) award its total requirements to one Applicant or to apportion those requirements among two or more Applicants; d) reject any Proposal if it is conditional, incomplete or deviates significantly from the services requested in this RFP; and/or e) request Best and Final Offer from any Applicant determined to be within the competitive range. Unless requested by the County, late Best and Final Offers will not be accepted by the County for any reason.

In addition, negotiations may or may not be conducted with Applicants. Therefore, Proposals submitted shall contain the Applicant's most favorable terms and conditions, since the selection and award may be made without discussion with any Applicant.

1.3 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.

F. Protest of Bid/Proposal Specifications: All protests related to proposal specifications must be submitted to the Deputy Purchasing Agent, Chad Ward,no later than five (5) business days prior to the RFP Closing Date for proposals. Protests received after the five

(5) business-day deadline will not be considered by the County.

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 proposal prior to the close of the solicitation in accordance with the proposal submittal procedures provided in this RFP.

G. Protest of Award of Contract: In 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 award is provided by the DPA. Protests relating to a proposed contract award which are received after the five (5) business day deadline will not be considered by the County.

H. Protest Process

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

2. 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.

3. The County may, after providing written justification to be included in the procurement file, 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 protestor’s right to the protest procedures outlined herein.

4. 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.

I. Appeal Process

1. 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@ocgov.com

2. Within fifteen (15) business days, the County Procurement Officer will review all materials in connection with the grievance, 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.

3. The decision of the County Procurement Officer will be final and there shall be no right to any administrative appeals of this decision

1.4 EVALUATION PROCESS AND CRITERIA

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

Proposals shall be evaluated by an Evaluation Panel of job knowledge experts on the basis of the responsiveness to the requirements in this RFP. The County may request clarifications, or otherwise verify the contents of the Proposal, including information about the Applicant, Contractors/Subrecipients and sub-contractors. The County reserves the right to seek publicly available information about the Applicants.

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

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

Applicants may propose for one or multiple services requested in this RFP. A separate proposal is required for each service component and each will be scored based on the established criteria for that service component.

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

Minimum Qualifications/Requirements: Applicant's Proposal shall meet the following minimum requirements and qualifications to proceed to the evaluation and scoring process:

Eligible applicants include non-profit organizations, for-profit entities, educational institutions, and community-based organizations that comply with federal, state, and local laws. Applicants must have a minimum of three years of experience to demonstrate stability and capacity for delivering services. The County encourages applications from veteran-owned, minority-owned, women-owned, and socially and economically disadvantaged businesses to promote inclusivity and equal opportunity in service provision.

Applicants must meet the following minimum requirements listed below:

Required Documentation - Applicants must provide:

Proof of registration in the System for Award Management (SAM).

A current D-U-N-S number.

Proof of insurance that meets or exceeds County requirements.

Documentation of federal compliance, including being in good standing and not debarred or suspended from receiving federal funds.

Completed Homeless Service System Pillars Attestation Attachment for the Outreach

& Supportive Services pillar.

Completed Application for Special Projects Attachment

Audit documentation pursuant to 1.9. Audit Requirements

Subcontracting documentation pursuant to 1.11. Subcontracting Requirements (if applicable)

Performance History:

A proven track record of delivering similar workforce services is required, supported by case studies or performance reports from prior projects, demonstrating the ability to serve target populations effectively.

Capacity to Deliver:

Applicants must demonstrate the technical competence, staffing, and infrastructure required to deliver the proposed services. This includes having financial stability, management capabilities, and the resources needed for effective service delivery.

Integrity and Legal Compliance:

Applicants are expected to conduct their business with the highest standards of integrity and adhere to ethical practices. Compliance with all relevant laws and regulations is mandatory, and applicants must implement self-monitoring systems to ensure ongoing compliance. Failure to meet legal or contractual obligations may result in contract termination or disqualification from future opportunities

Section II.J.3:

Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) pursuant to 1.10. Section II.J.3

Compliance with WIOA Regulations:

Applicants shall fully comply with the following WIOA Regulations:

1. The WIOA and all applicable federal statutes, regulations, policies, procedures and directives, including but not limited to:

2. Section 306 of the Clean Air Act https://www.gpo.gov/fdsys/pkg/USCODE-2013-title42/html/USCODE-2013-title42-chap85-subchapIII-sec7606.htm, Section 508 of the Clean Water Act https://www.epa.gov/enforcement/clean-water-act-cwa-and-federal-facilities, E.O. 11738 https://www.archives.gov/federal-register/codification/executive-order/11738.html.

3. Mandatory standards and policies relating to energy efficiency as particularized in the State Energy Conservation Plan. https://www.ecfr.gov/current/title-10/part-420.

4. Davis-Bacon Act as supplemented by Department of Labor regulations, https://www.law.cornell.edu/cfr/text/29/part-5 “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”

5. Copeland “Anti-Kickback” Act https://www.dol.gov/agencies/whd/government-contracts/copeland-anti-kickback

6. Byrd Anti-Lobbying Amendment: https://www.law.cornell.edu/cfr/text/29/part-93

7. Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act: https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-A/part- 75/subpart-D/subject-group-ECFR640bc005c7f52f6/section-75.331

8. Equal Employment Opportunity provisions in Executive Order (E.O.) 11246, as amended by E.O. 11375 http://www.presidency.ucsb.edu/ws/?pid=60553 and supplemented by the requirements of 41 CFR Part 60. https://www.law.cornell.edu/cfr/text/29/part-33

9. Compliance with Sections 102 and 107 of the Contract Work Hours and Safety Standards Act: http://law.justia.com/codes/us/1997/title40/chap5/subchapii/sec328

10. All applicable State statutes, regulations, policies, procedures and directives;

11. All applicable County policies, procedures and directives;

12. All applicable local ordinances and requirements, including use permits and licensing;

and

13. Court orders applicable to Applicant’s operations.

1.5 SELECTION/AWARD PROCESS

Upon the completion of the evaluation process, the Evaluation Committee will make a recommendation for an award to DPA. Final award determination shall be subject to reference checks and past performance and may be subject to approval(s) by the County Board of Supervisors. In addition, County reserves the right to verify and validate any information prior to the Contract Award and during the entire term of the Contract.

The Model Contract contained herein this RFP is the Contract proposed for execution. It may be modified to incorporate negotiated items and other pertinent terms and conditions set forth in this RFP, including special conditions and requirements and those added by addendum, necessary attachments, and to reflect Applicant's Proposal and qualifications. Any additional exceptions to the terms and conditions made by any Applicant after submission of its Proposal may result in its elimination from further consideration.

Negotiations may or may not be conducted with the finalist(s); therefore, the Proposal submitted should contain Applicant(s) most favorable terms and conditions, since the selection and award may be made without further discussion or need for clarification. Any additional exceptions to the terms and conditions made by any Applicant(s) after submission of its proposal may result in elimination from further consideration.

If a satisfactory Contract cannot be negotiated in a timely manner, County, in its sole discretion, may terminate negotiations with the selected Applicant and begin negotiations with the next Applicant.

Exceptions to the terms and conditions of the proposed Contract or the statements regarding Applicant's inability to comply with any of the provisions thereof are to be declared in the response to the RFP in the Section below titled: "PROPOSAL RESPONSE REQUIREMENTS" subsection titled: “Statement of Compliance”.

1.6 TITLE VI SOLICITATION NOTICE

The County of Orange, in accordance with the provisions of the Title VI of the Civil Rights Act of 1964 (78 Stat. 252, 42 USC §§ 2000d to 2000d-4) and the Regulations, hereby notifies all Applicants that it will affirmatively ensure that any contract entered into pursuant to this advertisement, will be afforded full and fair opportunity to submit proposals in response to this solicitation and will not be discriminated against on the grounds of race, color, or national origin in consideration for an award.

1.7 DEPARTMENT OF THE TREASURY, INTERNAL REVENUE SERVICE FORM

W-9 REQUIREMENTS

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

In order to comply with this County requirement, within ten (10) days of notification of selection of award of Contract but prior to official award of Contract, the selected Contractor agrees to furnish to Contract administrator, DPA, or the agency/department deputy purchasing agent the required W-9 or W-8.

1.8 COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB) AND DISABLED

VETERAN BUSINESS ENTERPRISE (DVBE) PREFERENCE POLICIES:

A. OCLSB: Effective January 1, 2020, the Orange County 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:

1. Local Business requirements:

a. Maintains their principal center of operations (i.e. headquarters) within Orange County, and;

b. Has:

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

ii. 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.

2. Small Business Requirements:

a. Must be certified as a Small Business by the State of California Department of General Services (DGS); and,

b. DGS Small Business requirements must be valid at the time of bid/proposal submittal.

B. 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 the 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 (1) and (2) below:

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

2. 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 EXHIBIT Titled - COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB) AND

DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) CERTIFICATION

REQUIREMENTS.

1.9 AUDIT REQUIREMENTS

A. Non-profit Applicants are required to submit their most recent IRS Form 990.

B. Applicants who have expended federal funds over $750,000 annually are required to submit two (2) years of Single Audit reports (FY 2021/2022 and FY 2022/2023)

In addition, Applicants are required to submit two (2) years of audited financial statements (2021/2022 and FY 2022/2023).

Audited Financial Statements will include:

a. Balance Sheet (Statement of Financial Position) – Including all supporting schedules (i.e. Detailed Aged Payables, Aged Receivables, Notes Payable, etc.)

b. Income Statement (Profit and Loss Statement)

c. Statement of Cash Flow

d. Retained Earnings

e. Any footnotes to the statements.

C. The County Auditor/Controller will review the Applicant’s financial records. The Applicants shall allow access to their audited financial records when requested by County, State or Federal Auditor staff.

D. For governmental agencies: Submit Financial Audit Report and Financial Statements/Footnotes (Comprehensive Annual Financial Report (CAFR)).

E. The Applicant shall submit all documents required under this Section I.I. (Audit Requirements), as separate attachments to the Application concurrently with the submission of its Proposal.

F. Failure to submit the required audit report(s), audited financial statements and/or other documents related to the foregoing, as it pertains to the Applicant, will render the Applicant non-responsive and the Applicant will not move forward in the solicitation process.

G. Applicants who do not possess the financial integrity and reliability to assure contractual performance will be deemed non-responsible.

1.10 SECTION II.J.3

Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) at 2 CFR part 200, including the Department of Labor specific requirements at 2 CFR part 2900:

https://www.ecfr.gov/current/title-2/subtitle-B/chapter-XXIX/part-2900

1.11 SUBCONTRACTING REQUIREMENTS

Applicants may propose to subcontract. The proposal must identify and detail the responsibility of each subcontractor. A copy of the subcontract must be provided. Approvals are not guaranteed and are at the County’s discretion. The County reserves the right to approve and may disallow the use of subcontractors. Applicants will ensure the County approves subcontractors, in writing and in advance, before authorizing a subcontractor to begin services pursuant to the terms of the resulting contract. Applicants must confirm that subcontractors are selected in accordance with Federal and/or State procurement standards. Specific requirements of subcontracts are listed in the Model Contract Attachment.

The Applicant will be responsible for enforcing performance standards and compliance upon their subcontractor(s). Applicant’s subcontractor(s) shall not subcontract services.

1.12 COMPLIANCE WITH WIOA REGULATIONS

Successful Applicants shall fully comply with the requirements of the following:

1. The WIOA and all applicable federal statutes, regulations, policies, procedures and directives, including but not limited to:

2. Section 306 of the Clean Air Act https://www.gpo.gov/fdsys/pkg/USCODE-2013-title42/html/USCODE-2013-title42-chap85-subchapIII-sec7606.htm, Section 508 of the Clean Water Act https://www.epa.gov/enforcement/clean-water-act-cwa-and-federal-facilities, E.O. 11738 https://www.archives.gov/federal-register/codification/executive-order/11738.html.

3. Mandatory standards and policies relating to energy efficiency as particularized in the State Energy Conservation Plan. https://www.ecfr.gov/current/title-10/part-420.

4. Davis-Bacon Act as supplemented by Department of Labor regulations, https://www.law.cornell.edu/cfr/text/29/part-5 “Labor Standards Provisions Applicable to Contracts Covering Federally Financed and Assisted Construction”

5. Copeland “Anti-Kickback” Act https://www.dol.gov/agencies/whd/government-contracts/copeland-anti-kickback

6. Byrd Anti-Lobbying Amendment: https://www.law.cornell.edu/cfr/text/29/part-93

7. Section 6002 of the Solid Waste Disposal Act, as amended by the Resource Conservation and Recovery Act: https://www.ecfr.gov/current/title-45/subtitle-A/subchapter-A/part- 75/subpart-D/subject-group-ECFR640bc005c7f52f6/section-75.331

8. Equal Employment Opportunity provisions in Executive Order (E.O.) 11246, as amended by E.O. 11375 http://www.presidency.ucsb.edu/ws/?pid=60553 and supplemented by the requirements of 41 CFR Part 60. https://www.law.cornell.edu/cfr/text/29/part-33

9. Compliance with Sections 102 and 107 of the Contract Work Hours and Safety Standards Act: http://law.justia.com/codes/us/1997/title40/chap5/subchapii/sec328

10. All applicable State statutes, regulations, policies, procedures and directives;

11. All applicable County policies, procedures and directives;

12. All applicable local ordinances and requirements, including use permits and licensing;

and

13. Court orders applicable to Applicant’s operations.

SECTION 2. SCOPE OF SERVICES

2.1 GENERAL INFORMATION:

The County of Orange is comprised of 22 Departments and over 18,000 employees located throughout the County. The County’s core businesses are public safety, public works, construction management, public health, environmental protection, regional planning, public assistance, social services, and aviation.

2.2 SCOPE OF SERVICES

A. Introduction

Orange County Community Resources (OCCR), a division of the County of Orange, invites the submission of proposals from a wide range of applicants including but not limited to: non-profit organizations, community-based organizations, education institutions, and local government entities. The goal is to deliver innovative and impactful workforce development services under the Workforce Innovation and Opportunity Act (WIOA). The selected programs should complement or expand upon the County’s current workforce development offerings, particularly those that serve special populations facing barriers to employment. Proposals must align with the County’s mission to provide equitable access to services and ensure individuals achieve economic self-sufficiency. The RFP is managed by the Workforce and Economic Development Unit and is designed to provide funding for four distinct areas:

o Business Development

This category seeks innovative proposals aimed at supporting small businesses, entrepreneurship, and economic growth. Applicants are encouraged to submit projects that provide training, mentorship, financial literacy, and business expansion strategies. Projects may include small business incubators, entrepreneurship training, or consulting services designed to boost local businesses and economic vitality. We welcome a broad spectrum of applicants, from non-profits to private organizations, dedicated to strengthening the business ecosystem in the region.

o Workforce Development (Youth and Adult Programs/Services)

We are inviting proposals focused on delivering job readiness, skills training, and career development services for youth and adults, particularly those from underserved communities. Projects may include apprenticeship programs, on-the-job training, job coaching, and soft skills development. Whether you specialize in vocational training, educational services, or employment services, we encourage applicants to propose innovative programs that reduce barriers to employment and improve economic self-sufficiency.

o Innovations

This category seeks proposals that introduce cutting-edge solutions to improve workforce development services and outcomes. Applicants are encouraged to propose the use of new technologies, digital platforms, or data-driven approaches to enhance service delivery, increase participant engagement, and address the evolving needs of job seekers and employers. Projects might include the use of AI tools, online learning systems, or innovative methods for connecting participants with job opportunities. Proposals should aim to push the boundaries of traditional workforce models by creating more efficient, scalable, and impactful solutions.

Consultancy

This category seeks expert advisory services to improve program delivery, organizational performance, and workforce strategies. Proposals may include management consultancy, operational assessments, workforce planning, or labor market analysis to help organizations optimize operations, align with WIOA objectives, and solve workforce challenges.

B. Background

The Orange County Workforce & Economic Development Division (WEDD) oversees WIOA-funded projects and workforce services, helping individuals achieve economic self-sufficiency through training and job placement. In partnership with the Orange County Workforce Development Board (OCWDB) and the Board of Supervisors, WEDD operates through two Orange County Workforce Solutions Centers in Brea and Laguna Niguel, as well as a mobile unit that extends services to underserved and remote communities.

These services include career counseling, job search assistance, resume building, and interview preparation, as well as industry-specific training to equip participants with skills for high-demand sectors. Programs such as On-the-Job Training (OJT), apprenticeships, and internships provide paid, hands-on learning opportunities. Businesses also benefit from recruitment support, labor market data, and employee upskilling services.

Together, these services ensure access to meaningful employment opportunities that align with local industry needs, particularly in healthcare, IT, and advanced manufacturing.

C. Funding

This RFP is structured as a cost-reimbursement contract. Vendors must demonstrate the ability to manage project expenses upfront, as no initial funding will be provided. The County will reimburse eligible expenses based on documented costs. Funding for contracts awarded through this RFP will depend on performance, availability of funds, and adherence to WIOA standards. Contracts are subject to audits, and vendors are expected to comply with all financial management requirements, including following Generally Accepted Accounting Principles (GAAP) and federal and state regulations.

o Funding Type:

This is a cost-reimbursement contract, meaning vendors must have sufficient funds to initiate and maintain the project until reimbursed for eligible expenses. Start-up costs are not provided upfront. Proposals must demonstrate the vendor’s ability to manage expenses and include a plan for reimbursement.

Budget Guidelines:

Applicants must show financial stability and the capability to manage federal or state-funded projects. A detailed budget proposal is required, demonstrating efficient fund use.

Funding is subject to approval by the OCWDB and the Board of Supervisors and contingent on availability. The final award will be based on the County’s budget and project needs.

Financial Accountability:

Selected vendors must maintain thorough financial records and comply with GAAP and relevant federal and state regulations. Vendors will be subject to periodic audits to ensure proper use of funds.

Funding Allocation Criteria:

Funding will be allocated based on several factors, including the applicant's past performance, the project’s potential impact, and cost-effectiveness. Priority will be given to proposals that leverage additional funding sources to maximize project impact and sustainability.

D. Contract Term

Contracts awarded through this RFP will have an initial term of 12 months, with the potential for up to three one-year renewals, contingent upon performance, continued project relevance, and funding availability. Renewals are at the County's discretion and based on the successful delivery of services.

E. Applicant Requirements

Eligible applicants include non-profit organizations, for-profit entities, educational institutions, and community-based organizations that comply with federal, state, and local laws. Applicants must have a minimum of three years of experience to demonstrate stability and capacity for delivering services. The County encourages applications from veteran-owned, minority-owned, women-owned, and socially and economically disadvantaged businesses to promote inclusivity and equal opportunity in service provision.

Required Documentation - Applicants must provide:

Proof of registration in the System for Award Management (SAM).

A current D-U-N-S number.

Proof of insurance that meets or exceeds County requirements.

Documentation of federal compliance, including being in good standing and not debarred or suspended from receiving federal funds.

Completed Homeless Service System Pillars Attestation Attachment for the Outreach & Supportive Services pillar.

Completed Application for Special Projects Attachment

Performance History:

A proven track record of delivering similar workforce services is required, supported by case studies or performance reports from prior projects, demonstrating the ability to serve target populations effectively.

Capacity to Deliver:

Applicants must demonstrate the technical competence, staffing, and infrastructure required to deliver the proposed services. This includes having financial stability, management capabilities, and the resources needed for effective service delivery.

Integrity and Legal Compliance:

Applicants are expected to conduct their business with the highest standards of integrity and adhere to ethical practices. Compliance with all relevant laws and regulations is mandatory, and applicants must implement self-monitoring systems to ensure ongoing compliance. Failure to meet legal or contractual obligations may result in contract termination or disqualification from future opportunities.

F. Objectives and Services

The primary goal of this RFP is to invite proposals for comprehensive workforce development services aimed at enhancing the economic self-sufficiency of individuals facing barriers to employment. Proposals should align with WIOA standards and focus on underserved populations in Orange County. By fostering collaboration with employers, educational institutions, and workforce agencies, these projects should promote workforce readiness and economic advancement. Services should address gaps in current programming or introduce innovative technology or approaches that meet evolving workforce needs.

Proposals must align with WIOA objectives, focusing on individualized career services, job placement, and supportive services. Applicants should demonstrate an understanding of the local labor market and outline how services will be delivered in collaboration with local employers and educational institutions to ensure measurable outcomes.

At a minimum, proposals must provide programming or services from the Orange County Workforce Solutions Center - Brea (comprehensive center). Applicants may also include the Laguna Niguel affiliate center and any other locations, as appropriate. Space needs for proposed services should be identified in the application, and associated costs will be factored into any awards.

Locations:

Brea Center: 675 Placentia Ave, Suites 300 & 330, Brea, CA 92821

Laguna Niguel Center: 28202 Cabot Road, Suites 100 & 140, Laguna Niguel, CA 92677

The County reserves the right to adjust Workforce Solutions Center operating hours based on demand to best serve the needs of its customers. Services must be available year-round, with closures only permitted on County-observed holidays.

G. Eligible Populations

Special workforce development programs are to service individuals with barriers to employment, and those who are underemployed or unemployed. Projects may build meaningful and sustainable industry investment and partnerships, provide work-based learning opportunities, increase equitable access to quality jobs, leverage other program funding, and provide supportive services. Applicants may propose to serve one or more target populations which may include but are not limited to the following:

Individuals with limited English proficiency

Justice-involved individuals

Veterans and their families

Former foster youth

Individuals without a high school diploma or GED

Migrant and seasonal farmworkers

LGBTQ+ individuals

Refugees and asylum seekers

Individuals with disabilities

Homeless populations

Older adults

Single parents

Formerly alcohol or drug-dependent individuals

Women re-entering the workforce

Survivors of domestic violence

Proposals must outline how services will be tailored to address the specific needs of target populations, with clear goals and outcomes that meet WIOA requirements. Outreach and engagement strategies should be designed specifically for the selected populations.

H. Performance Metrics and Evaluation

Proposals will be evaluated on their contribution to measurable outcomes aligned with WIOA objectives and the County’s workforce goals. While not all applicants may directly impact every WIOA metric, proposals should acknowledge these key metrics and explain how their services will support the County's outcomes. Performance areas include:

Employment Placement Rates

Credential Attainment

Measurable Skill Gains Increase

Retention and Advancement of Jobs

Median Earnings Gains and Growth

Employer and Participant Satisfaction

Proposals should detail strategies that emphasize collaboration with employers and ensure measurable success.

SECTION 3. PROPOSAL SCORING FORMAT

3.1 WRITTEN PROPOSAL - BUSINESS DEVELOPMENT

No. Evaluation Criteria Scoring Method Weight (Points)

1. Proposal Introduction

1. Project Title:

2. Amount Requested:

3. Component: (Applicants may propose for one or multiple services requested in this RFP. A separate proposal is required for each service component).

Points Based 10 (1.7% of Total)

2. Project Details and Scope of Services

Provide narrative detailing all aspects of the proposed project design and all of Proposer’s obligations. The purpose of the Scope of Services is to provide an in-depth description of the design of services. Please follow the prompts and respond accordingly:

1. Overview:

Provide a high-level summary of the proposed program or services, detailing how these activities will enhance or expand existing WIOA programs or services.

2. Flow Chart: (not counted in the total page limit)

Include a high-level one-page visual flow chart of the project design, showing customer flow, program pathways, and potential outcomes.

3. Detailed Project Description:

Provide a detailed description of the proposed program or services, addressing the following:

a. Proposed Activities (Activities, duration, location, service delivery, how will the applicant deliver proposed program and services)

b. Target Population (Number to be served, industry data, addressing barriers, outreach and engagement plans)

c. Goals and activities (Include general program/services timeline with identified goals, particular attention to career advancement and economic self-sufficiency)

Points Based 118 (19.7% of Total)

d. Expected outcomes (Participant outcomes and tracking, programs outcomes, include broader economic and community benefits, job creation)

4. Timeline:

Provide a detailed start-up plan and transition period, including a timeline from hiring and training staff to full-scale service delivery, with key milestones.

6. Challenges:

Identify any anticipated challenges in implementing the proposed services or programs and explain the strategies that will be used to address and overcome them.

3. Performance

Provide detailed responses on how program success will be measured, based on specific metrics and outcomes. This section focuses on your organization's ability to achieve positive impacts on participants and the target populations. Additionally, outline past performance and provide evidence of your success in similar projects. Please follow the prompts below and respond accordingly:

A. Program Metrics:

Describe the metrics that will be used to measure the success of the proposed program or services, including participant outcomes and the expected impact on target populations. Include strategies to ensure positive outcomes, addressing workforce development goals such as enrollment numbers, certifications, job placements, and other measures set by the County of Orange and the funding source.

B. Compliance and Reporting:

Describe how your organization will ensure compliance with county policies, permits, and regulations.

Outline your data tracking and reporting systems, and your capacity to produce regular reports on project performance.

C. Past Experience:

Outline the organization’s past experience and results in delivering similar services or projects. Include outcomes achieved, as well as experience coordinating services with other community entities and projects.

D. Performance Verification:

Submit at least one letter of support that verifies past performance, from a funder within the last three years.

E. Performance Standards Table:

Submit a table outlining annual performance goals and target outcomes.

4. Organizational Qualifications

This section seeks to assess the capacity of your organization to manage the proposed project. It will evaluate your experience with similar projects, your team’s qualifications, and your financial and administrative capabilities.

Provide clear and concise responses based on the prompts below to demonstrate your ability to meet the contractual requirements.

A. Organizational Experience:

Detail the organization’s experience in managing workforce development programs or projects of similar size and scope. Include past and current activities that demonstrate the ability to administer workforce-related services, special programs, or serve special populations.

B. Team Qualifications:

Describe the qualifications and experience of the project team, including training plans and ongoing professional development initiatives designed to serve the diverse needs of the target populations.

C. Financial and Administrative Capacity:

Describe the organization’s financial and administrative experience and capabilities:

1. Experience managing multiple federal, state, and local funding sources in compliance with Generally Accepted Accounting Principles (GAAP).

2. Experience conducting self-monitoring for contract performance and compliance.

3. The organization's financial condition, including the ability to manage delayed reimbursements, disallowed costs, or project over-expenditures.

4. Administrative and fiscal capacity to meet federal documentation and reporting requirements, including data collection, accounting controls, internal monitoring, and handling corrective actions.

D.…