RFP_2025_SRTS_Consulting_Services.pdf

Community Services Agency Department of Transportation

Request for Proposals

SACRAMENTO COUNTY

SAFE ROUTES TO SCHOOL CONSULTING SERVICES

RFP publish date: May 1, 2025

Table of Contents 1 Introduction

1.1 Purpose of RFP

1.2 Background

1.3 Scope of work (Attachment 1)

2 General Rules

2.1 RFP overview

2.2 Estimated timeline and extension of time

2.3 Proposal format and content (Attachment 2)

2.4 Proposal submission

2.5 Questions and communication

2.6 Addenda

2.7 County’s right to withdraw, cancel, suspend and/or modify RFP

2.8 Proposer’s right to edit or cancel proposal

2.9 Proposals will not be returned

2.10 Public disclosure of proposal documents

2.11 Proposer’s costs

2.12 Proposer’s ideas

2.13 Collusion

2.14 Conflict of interest

3 Evaluation and Selection

3.1 Proposal evaluation and recommendation for selection

3.2 Evaluation of responsiveness

3.3 Evaluation of responsibility

3.4 Evaluation panel and evaluation criteria

3.5 Interviews

3.6 Execution of contract

4 Attachments

Attachment 1 – Scope of work

Task 1. Bell Street Safe Routes to School Programs Task 1.1 Engagement

Task 1.2 Equity

Task 1.3 Evaluation

Task 1.4 Activates and Events

Task 2. Elkhorn Boulevard Complete Streets Safe Routes to School Programs Task 2.1 Engagement

Task 2.2 Equity

Task 2.3 Education and Encouragement

Task 2.4 Evaluation

Task 2.5 Activities and Events

Attachment 2 – Proposal format and content

Attachment 3 – County of Sacramento Standard Consulting Agreement

EXHIBIT A to Agreement

EXHIBIT B to Agreement

EXHIBIT C to Agreement

Attachment 4 – Written Agreement to Indemnify for Release of Proprietary Information

Attachment 5 – Budget

Attachment 6 – Cost Proposal

1 Introduction

1.1 Purpose of RFP

The County of Sacramento, Department of Transportation (“County”), is soliciting proposals for services of a consultant to coordinate and implement a non-infrastructure Safe Routes to School program at six schools in unincorporated Sacramento County in the San Juan, and Twin Rivers Unified School Districts: Dyer-Kelley Elementary, Encina High, Greer Elementary, Village Elementary, Creative Connections Art Academy Middle School, and Woodridge Elementary School.

1.2 Background

County was awarded funding for two applications submitted to the California Transportation Commission and Caltrans Active Transportation Cycle 6 program. The Bell Street Safe Routes to School Project and Elkhorn Boulevard Complete Streets Project applications each included non-infrastructure (NI) elements. This RFP is to assist the County in fulfilling this element of both applications.

The Bell Street Safe Routes to School Project NI element includes programming in three (3) San Juan Unified School District schools: Dyer- Kelley Elementary School, Encina High School, and Greer Elementary School.

The Elkhorn Boulevard Complete Streets Project NI element includes programming in three (3) Twin Rivers Unified School District schools:

Village Elementary, Creative Connections Art Academy K-12, and Woodridge Elementary School.

Information on the school districts, school locations, and student demographics can be found in the 2024 School Accountability Report Cards (SARC) links below.

• Dyer-Kelley Elementary School SARC

• Encina High School SARC

• Greer Elementary School SARC

• Village Elementary School SARC

• Creative Connections Academy Middle School SARC

• Woodridge Elementary School SARC

The maximum consulting services budget has been set at $372,500 for this project. See Attachment 5 – Budget. No cost increases above the $372,500 https://resources.finalsite.net/images/v1738193305/sanjuanedu/hzdfy0qka9pnlrm71evf/2024_School_Accountability_Report_Card_Dyer-Kelly_Elementary_School_20250110.pdf https://resources.finalsite.net/images/v1738192805/sanjuanedu/ro4kqhq5cywscq5rcz6d/2024_School_Accountability_Report_Card_Encina_High_School_20250110.pdf https://resources.finalsite.net/images/v1738193306/sanjuanedu/uhgxurlrdiymvdj7h2n4/2024_School_Accountability_Report_Card_Greer_Elementary_School_20250110.pdf https://d16k74nzx9emoe.cloudfront.net/57ef41a7-5914-4d7e-be30-bdb56446ad17.pdf https://d16k74nzx9emoe.cloudfront.net/864c1209-8b3a-4a3e-931b-354f1ee07e58.pdf https://d16k74nzx9emoe.cloudfront.net/c75fb1af-6dab-46a8-815f-914836658e7e.pdf budget will be allowed. Funding for this procurement comes from state and regional Active Transportation Program.

1.3 Scope of work (Attachment 1)

The scope of work is included as Attachment 1.

2 General Rules

2.1 RFP overview

This Request for Proposals (“RFP”) is an invitation for proposers to submit a proposal to the County. This RFP does not commit the County to award a contract to any proposer. Submission of a proposal shall neither obligate nor entitle a proposer to enter into a contract with the County.

2.2 Estimated timeline and extension of time

The anticipated RFP process and tentative project schedule is as follows:

Event Date

Issuance of County of Sacramento RFP May 1, 2025 Optional Pre-Proposal Conference Via Videoconference May 14, 2025

Deadline for Submitting Questions on OpenGov May 15, 2025 at 5 p.m.

Issuance of Final Addendum and Response to Questions May 26, 2025

Proposals Due (Non-Public Opening) June 19, 2025 at 2 p.m.

Evaluation Period June 20 – July 4, 2025 Evaluation Interviews. If invited, Teams videoconference meetings to be scheduled July 15, 2025

Evaluation Panel Gives Rankings and Makes Recommendation to the Board of Supervisors July 22, 2025

Consultant Selection by Board of Supervisors September 9, 2025

Effective Date of New Service Contract Middle of September

Bell Street Safe Routes to School Programs for Dyer-Kelley Elementary, Encina High, and Greer Elementary Schools

September 2025 – December 2026

Elkhorn Boulevard Complete Streets Safe Routes to School Programs for Village Elementary, Creative Connections Academy Middle, and Woodridge Elementary Schools

September 2026 – December 2027

Any amendments to this timeline will be posted on the OpenGov Procurement project page.

The County reserves the right to modify, revise, or cancel these dates at its sole and absolute discretion.

2.3 Proposal format and content (Attachment 2)

When submitting a proposal, the proposer must follow the format and contents detailed in Attachment 2. Failure to do so will likely prolong the evaluation process and may result in rejection of the proposal

2.4 Proposal submission

Proposals must be received by the submission deadline in OpenGov Procurement.

Failure to submit a proposal on time may be grounds for rejection of the proposal; however, the County reserves the right, in its sole and absolute discretion, to accept proposals after the proposal due date.

2.5 Questions and communication

Questions concerning this RFP must be submitted to this solicitation’s Question & Answer page in OpenGov Procurement.

An optional preproposal conference will be held on May 14, 2025 at 2 p.m. via videoconference for the purpose of receiving questions and comments regarding this RFP. The videoconference may be accessed online or by telephone at:

Microsoft Teams https://bit.ly/NI-RFP-Videoconference

Meeting ID: 236 279 547 732 0 Passcode: uL39pj2m Dial in by phone +1 916-245-8966 Phone conference ID: 407 610 864#

Questions received via phone or e-mail to direct points of contact for this RFP https://secure.procurenow.com/login https://secure.procurenow.com/login https://bit.ly/NI-RFP-Videoconference will not be considered nor responded to. The County shall respond to questions properly submitted as described above via addenda.

2.6 Addenda

The County reserves the right to modify the RFP at any time prior to the proposal due date. The County will modify the RFP only by formal written addenda. Proposer’s proposal should be based on this RFP document and any formal written addenda. Proposers should not rely on oral statements.

Addenda will be posted in OpenGov Procurement. It is the responsibility of each prospective proposer to assure receipt of all addenda.

2.7 County’s right to withdraw, cancel, suspend and/or modify RFP

The County reserves the right to withdraw, cancel, suspend, and/or modify this RFP for any reason and at any time with no liability to any prospective proposer for any costs or expenses incurred in connection with the RFP or otherwise.

2.8 Proposer’s right to edit or cancel proposal

Proposers may edit or cancel their proposal in OpenGov Procurement prior to the due date.

2.9 Proposals will not be returned

Upon submission, proposals will not be returned.

2.10 Public disclosure of proposal documents

The County will treat all information submitted in a proposal as available for public inspection following approval of the award by the Board of Supervisors and execution of an agreement. However, if copies of proposals are included with Board materials, the County will make proposals available for public inspection once those materials are published.

If a proposer believes protected data is included in its proposal, the proposer shall clearly identify the data and provide the legal basis in support of the asserted classification. Proposer must present such information regarding the basis for confidentiality separately as part of its proposal AND clearing identify the exact data it believes to be confidential by stamping in bold red letters the term “CONFIDENTIAL” on that specific part or page of the proposal which proposer believes to be confidential. The confidentiality of data will be determined pursuant to applicable law, and, accordingly, merely labeling data as “CONFIDENTIAL” does not necessarily make the data protected as such under any applicable law.

For the County to assert the confidentiality of any such information in response to an applicable Public Record Act request, the proposer must request, execute and submit a County-prepared and approved written agreement to defend and indemnify the County for any liability, costs and expenses incurred in asserting such confidentiality as part of the proposal. A copy of that written agreement is attached as Attachment 4.

The final determination of whether the County will assert a proposer’s claim of confidentiality shall be at the sole discretion of the County. Any information determined to be non-confidential shall be considered public record. If the County determines that your information does not meet the criteria for confidentiality, you will be notified of the County’s intent to release the public record pursuant to any Public Records Act request.

The proposer agrees, as a condition of submitting its proposal, that the County will not, as between the parties, be liable or accountable for any loss or damage, which may result from a breach of confidentiality related to the proposal. The proposer agrees to indemnify and hold the County, its officials, agents, and employees harmless from all claims arising out of, resulting from, or in any manner attributable to any violation of any provision of the California Public Records Act, including legal fees and disbursements paid or incurred to enforce this provision.

2.11 Proposer’s costs

The County shall not be responsible for any costs incurred by proposer in connection with this RFP. Proposer shall bear all costs associated with proposal preparation, submission, and attendance at interviews, or any other activity associated with this RFP or otherwise.

2.12 Proposer’s ideas

To the extent permitted by law, the County reserves the right to use any or all ideas, concepts, or other information provided in any proposals. Selection or rejection of the proposal does not affect this right.

2.13 Collusion

Proposers are prohibited from engaging in any collusive practices. By submitting a proposal, the proposer agrees and certifies that the prices, terms, and conditions proposed have been established without any agreement or understanding with any other proposer submitting a separate response to this RFP. Any proposer further certifies and agrees, as a condition of submitting its proposal, that it has not engaged in any collusive practices, such as price-fixing or bid-rigging, with any other proposer.

If the County determines that collusion has occurred among proposers, none of the proposals of the participants involved in the collusion shall be considered. The County’s determination shall be final.

2.14 Conflict of interest

The proposer affirms that to the best of its knowledge the submission of its proposal, or any resulting contract, does not present an actual or perceived conflict of interest. The proposer agrees that should any actual or perceived conflict of interest become known, it will immediately notify the County and will advise whether it will or will not avoid, mitigate, or neutralize the conflict of interest.

The County may make reasonable efforts to avoid, mitigate, or neutralize a conflict of interest by a proposer. To avoid a conflict of interest by a proposer, the County may utilize methods including disqualifying a proposer from eligibility for a contract award or cancelling the contract if the conflict is discovered after a contract has been issued. The County may, at its sole and absolute discretion, waive any conflict of interest.

3 Evaluation and Selection

3.1 Proposal evaluation and recommendation for selection

The County reserves the following rights, to be exercised in the County’s sole and absolute discretion: 1) to determine whether any aspect of a proposal satisfactorily meets the criteria established in this RFP; 2) to seek clarification or additional information from any proposer; 3) to negotiate, sequentially or simultaneously, pricing and/or terms with any proposer or vendor; 4) to reject any or all proposals with or without cause; 5) to waive any irregularities or informalities in a proposal; 6) to cancel or amend by addenda this RFP, in part or entirely; 7) to award multiple contracts to proposers; and/or 8) award a contract to a vendor that did not submit a proposal.

Evaluation of proposals by a selection committee, evaluation panel, County staff, a technical advisory committee, or by another group, individual or entity is advisory only. The County of Sacramento Board of Supervisors or its designee may consider or reject such evaluation(s) for any or all proposals. Such evaluations are for the sole benefit of the County of Sacramento Board of Supervisors or its designee, and as such, they are not binding upon the County, nor may they be relied upon in any way by a proposer.

The County will issue a Notice of Intent to Award (NOIA) and/or a Notice of Award (NOA), as applicable, to be published on OpenGov Procurement naming County’s selected consultant following completion of the evaluation process.

3.2 Evaluation of responsiveness

The County will consider all the material submitted by the proposer to determine whether the proposer’s offer is in compliance with the terms and conditions set forth in this RFP. Proposals that do not comply with the provisions in this RFP may be considered nonresponsive and may be rejected.

3.3 Evaluation of responsibility

To determine whether a proposer is responsible, the County will consider the proposer’s general qualifications to perform the requested services in a satisfactory manner; financial responsibility; integrity; skill; past performance; and ability. Proposals from proposers considered non-responsible will be rejected.

3.4 Evaluation panel and evaluation criteria

After review of each responsive proposal, the County may award a contract to a successful proposer based on the evaluation criteria, or it may establish a short list of proposers for further consideration. The short list of proposers may be asked to provide additional information. The short list of proposers may also be asked to attend an in-person or telephone interview/presentation, as determined by the County in its sole discretion.

Evaluation criteria shall include the following:

Evaluation Criteria Weight Qualifications of the Firm Technical experience in performing work of a closely similar nature; strength and stability of the firm; strength, stability, experience and technical competence of subconsultants;

25 pts assessment by client references.

Staffing and Project Organization Qualifications of project staff, particularly key personnel and especially the Project Manager; key personnel’s level of involvement in performing related work cited in "Qualifications of the Firm" section; logic of project organization; adequacy of labor commitment; concurrence in the restrictions on changes in key personnel; assessment by client references.

25 pts

Work Plan Depth of Proposer's understanding of County’s requirements and overall quality of work plan; logic, clarity and specificity of work plan; appropriateness of resource allocation among the tasks;

reasonableness of proposed schedule; utility of suggested technical or procedural innovations.

30 pts

Cost and Value Reasonableness of the total price as well as the individual tasks, including optional tasks; competitiveness with other offers received; adequacy of data in support of figures quoted.

20 pts

Interview (if determined necessary and by invitation only) Proposer’s interview added depth to the written proposal and solidified County’s understanding on the proposer’s qualifications and vision for providing services.

10 pts

Total Possible Points 110 pts

The County reserves the right to award the contract to a proposer other than the lowest cost proposal that addresses all of the above criteria and best meets the County’s needs. The County advises that final scoring for all proposers will be publicly released to other participants as part of County’s NOIA and NOA issuances.

3.5 Interviews

After review of each responsive proposal, the County may award a contract to a successful proposer based on the evaluation criteria, or it may establish a short list of proposers for further consideration. The short list of proposers may be asked to provide additional information, or an interview/demonstration as determined by the County in its sole discretion.

3.6 Execution of contract

The selected proposer shall execute an agreement with the County of Sacramento, using the standard consulting agreement (Attachment 3). Any requested revisions, deletions, or additions, to the language in the attached sample agreement shall be clearly set forth in the proposal for the County’s consideration.

Before a contract becomes effective between the County and any proposer, the contract must be reviewed by County Counsel and the contract award must be approved by the County Board of Supervisors or its designee. If for any reason the County Board of Supervisors or its designee does not ratify and sign the contract then there are no binding obligations whatsoever between the County and the proposer relative to the proposed contract.

4 Attachments

Attachment 1 – Scope of work Attachment 2 – Proposal format and content Attachment 3 – County of Sacramento Standard Consulting Agreement Attachment 4 – Written Agreement to Indemnify for Release of Propriety Information Attachment 5 – Budget Attachment 6 – Cost Proposal

Attachment 1

Attachment 1 – Scope of work

The selected consultant will be responsible for the following:

The draft Scope of Services is given below. The final Scope of Services is subject to change following the selection process and negotiations with the selected individual(s) and/or firm(s). For any bicycle skills-related education, participation by a League Certified Instructor is preferred.

Task 1. Bell Street Safe Routes to School Programs for Dyer-Kelley Elementary, Encina High, and Greer Elementary Schools

Task 1.1 Engagement

• This task will focus on continuing authentic stakeholder engagement around their needs, opportunities, and challenges related to the project.

Task Description Deliverable

1.1.1 Form project steering committee, which will

consist of County staff, a school district representative, school representatives, and others as appropriate.

Committee list

1.1.2 Present to existing stakeholder groups in order

to inform and seek input on the project.

Materials should be provided in English, Spanish and Dari.

Presentations, agendas, meeting notes

Task 1.2 Equity

• To support the Equity goal outlined in the Sacramento County Active

Transportation Plan, this task will focus on creating accessible and culturally appropriate active transportation opportunities for all people regardless of race, color, national origin, disability, age, sexual orientation, or income.

1.2.1 Identify equity metrics for non-

infrastructure and infrastructure activities.

For example, the plan would document neighborhood CBOs, churches, and food

Outreach Plan with Equity Focus distribution centers; needs for further written and oral translation for students (other than Spanish and Dari); interview school staff to determine need for ASL, accessible documents for low/no vision, or accommodation for mobility-impaired in bike/walk rodeos; establish cultural needs or sensitivities for community events.

1.2.2 Translate outreach materials Materials in Spanish

and Dari

Task 1.3 Evaluation

• This task will focus on evaluating the use of the new infrastructure as well as the effectives of the other non-infrastructure activities in promoting safe and frequent active transportation.

1.3.1 Identify evaluation metrics for infrastructure

and non-infrastructure activities, which will likely include: student travel tallies;

parent/caregiver survey; committee meeting minutes; one focus group interview for each school; and event participant surveys.

Evaluation Plan

1.3.2 Implement Evaluation Plan Evaluation Summary

Report

Task 1.4 Activates and Events

• This task will focus on education and encouragement for three schools, Dyer-Kelly Elementary, Encina High, and Greer Elementary School.

Task Description Deliverable

1.4.1 Bicycle Education Three (3) bike education sessions

including safe access to transit

1.4.2 Pedestrian Education Three (3) pedestrian education

sessions including safe access to transit

1.4.3 Parent/Guardian Education Three (3) parent/guardian

education sessions including safe access to transit

1.4.4 Walking School Bus and/or Bike Three (3) walking school us

Train and/or bike train events

1.4.5 Suggest Route Maps Three (3) suggested route maps

for project area schools

Task 2. Elkhorn Boulevard Complete Streets Safe Routes to School Programs for Village Elementary, Creative Connections Academy Middle, and Woodridge Elementary Schools

Task 2.1 Engagement

• This task will focus on continuing authentic stakeholder engagement around their needs, opportunities, and challenges related to the project.

2.1.1 Form project steering committee, which will

consist of County staff, a school district representative, school representatives, and others as appropriate.

Committee list

2.1.2 Present to existing stakeholders groups in order

to inform and seek input on the project.

Materials should be provided in English, Spanish and Russian.

Presentations, agendas, meeting notes

Task 2.2 Equity

• To support the Equity goal outlined in the Sacramento County Active

Transportation Plan, this task will focus on creating accessible and culturally appropriate active transportation opportunities for all people regardless of race, color, national origin, disability, age, sexual orientation, or income.

2.2.1 Identify equity metrics for non-

infrastructure and infrastructure activities.

For example, the plan would document neighborhood CBOs, churches, and food distribution centers; needs for further written and oral translation for students (other than Spanish and Russian); interview school staff to determine need for ASL, accessible documents for low/no vision, or

Outreach Plan with Equity Focus accommodation for mobility-impaired in bike/walk rodeos; establish cultural needs or sensitivities for community events.

2.2.2 Translate outreach materials Translate outreach

materials into Spanish and Russian

Task 2.3 Education and Encouragement

• To support the Educate and Encourage goals outlined in the

Sacramento County Active Transportation Plan, this task will focus on educating and encouraging safe and frequent active transportation.

2.3.1 Hold one (1) "grand opening" community

event and encourage people to walk/bike to event

One (1) community event with encouragement messaging

2.3.2 Create social media behavioral campaign

promoting active transportation and targeting drivers with safety messaging

Social media campaign/s content messaging

2.3.3 Create active travel educational content, consistent with Sacramento County standards, for map boards, kiosks, social media, and others as appropriate in the project area community

Curriculum of content and photos of events

2.3.4 Conduct general adult safety education (e.g.

driver awareness, pop-up bike mechanic workshop, etc.)

Two (2) safety education events

Task 2.4 Evaluation

• This task will focus on evaluating the use of the new infrastructure as well as the effectives of the other non-infrastructure activities in promoting safe and frequent active transportation.

2.4.1 Identify evaluation metrics for infrastructure

and non-infrastructure activities, which will likely include: student travel tallies;

parent/caregiver survey; committee meeting minutes; one focus group interview for each

Evaluation Plan school; and event participant surveys.

2.4.2 Implement Evaluation Plan Evaluation Summary

Report

Task 2.5 Activities and Events

• This task will focus on education and encouragement for three schools, Village Elementary, Creative Connections Academy Middle School, and Woodridge Elementary.

2.5.1 Bicycle Education Three (3) bike education sessions

including safe access to transit

2.5.2 Pedestrian Education Three (3) pedestrian education

sessions including safe access to transit

2.5.3 Parent/Guardian Education Three (3) parent/guardian

education sessions including safe access to transit

2.5.4 Walking School Bus and/or Bike

Train

Three (3) walking school bus and/or bike train events

2.5.5 Suggest Route Maps Three (3) suggested route maps

for project area schools

Attachment 2

Attachment 2 – Proposal format and content

When submitting proposal, consultants must follow the format and contents detailed below.

1. Cover Page: Provide the name of the RFP, the prime consultant’s name, and the name of any subconsultants if applicable.

2. Table of Contents

3. Cover letter: Describe the consultant’s or consultant team’s understanding of the scope and relevant qualifications and experience.

The letter should include the name of the consultant submitting the proposal, and their mailing address, telephone number, and contact name.

4. Statement of qualifications of the consultant or consultant teams who will perform the services.

5. Resumes of key staff: Information for key staff must include professional credentials, education or certifications, expertise and capability, applicable professional affiliations and accreditations, and applicable professional experience. Include a statement that personnel working directly with students and school staff meet, or be able to obtain, clearance by the San Juan Unified and Twin Rivers Unified School Districts to work with students. San Juan Unified requires all staff to complete the volunteer verification and background check process. A detailed summary of that process can be found here. Twin Rivers Unified requires a background check in accordance with their Board’s policies which can be found here.

6. Work Plan: Provide a narrative, which addresses the Scope of Work (Attachment 1) and shows proposer’s understanding of the County’s needs and requirements.

The work plan shall succinctly describe the proposed approach for addressing the required work, outline the activities that would be undertaken in completing the various tasks, specify who would perform them and indicate the specific deliverables.

The Scope of Services in Attachment 1 of this RFP describes a suggested framework for the tasks and associated deliverables for developing a plan that meets the County’s objectives. Proposers are encouraged to bring their expertise, experience and creativity to bear by proposing how each task can be implemented to meet said objectives. As indicated for https://gcc02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.sanjuan.edu%2Fconnect%2Fvolunteer&data=05%7C02%7CRadyB%40SacCounty.mail.onmicrosoft.com%7C84a55780a97649bc2ccc08dd7788bd34%7C2b077431a3b04b1cbb77f66a1132daa2%7C0%7C0%7C638798151359065852%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=EQsc0Uttm37BuX%2Foaih5zi0yNT%2BbWv%2Fyw0T4GAJwcAU%3D&reserved=0 https://simbli.eboardsolutions.com/Policy/ViewPolicy.aspx?S=36030476&revid=TOWFf1OPDWWzjEzPslshOPCgQ==&st=1240&mt=Exact certain tasks, proposer should propose the type and number of deliverables to be developed, but shall not be less than the type and number of deliverables described in the Scope of Services. Additional optional tasks or revised approaches that have been used successfully on other projects, and that would serve the County in achieving its objectives, are encouraged.

The work plan shall include a realistic schedule for completing the work specified in the Scope of Services that also meets the stated project timeline goals. The schedule should show all major milestones and required submittals.

Proposer shall:

a. Describe the approach to completing the tasks specified in the Scope of Services. The approach to the work plan shall be of such detail to demonstrate the proposer’s ability to accomplish the project objectives and overall schedule.

b. Furnish a project schedule for completing the tasks in terms of elapsed weeks for a project duration.

c. Proposer is encouraged to propose enhancements or procedural or technical innovations to the Scope of Services that do not materially deviate from the objectives or required content of the project.

7. References: Provide at least three (3) professional references for similar work that has been performed by the consultant or consultant team and a description of the work performed. Information for each reference must include customer name and address, point of contact (name, telephone number, email) for contractual/administrative matters and technical performance, period of contract performance and description of work performed.

8. Consulting Agreement: Attachment 3 to the RFQ is a copy of the County of Sacramento Standard Consulting Agreement (Agreement). The County’s Agreement may be modified, in the County’s sole discretion, to address the specific provisions of this RFP and consultants should note that any specifications or other requirements specific to this RFP shall be included in the eventual contract and contract’s exhibits following an award of the contract. Please review the Agreement carefully and note in the proposal any exceptions or alterations to the Agreement. Alterations or changes to the Agreement that are not in the consultant’s response shall not be allowed after the selection of the consultant. This includes alterations, exceptions, or changes to the insurance and indemnity provisions. By requiring these requests up front, the County can compare all respondents on an equal basis.

However, the County reserves the right, in its sole discretion, to accept or reject any and all proposed changes to the County’s Agreement.

9. Cost Proposal: The proposer shall submit a cost proposal to provide the services for each work task described in Attachment 1.

The proposer shall complete the Cost Proposal form included with this RFP in Attachment 6, and furnish any narrative required to explain the prices quoted in the schedules that differ from the budget provided in Attachment 5.

Schedule of hourly billing rates for each staff member proposed to perform the services under the contract. Include any typically billed expenses such as mileage, copying and scanning costs, postage/courier services, per diem, etc. Submit your hourly billing rates as a separate document in OpenGov Procurement when prompted.

A copy of the consultant evaluation form to be used by the County’s Selection Committee to score proposals is detailed in Section 3.4 Evaluation Panel and Evaluation Criteria.

Attachment 3

Attachment 3 – County of Sacramento Standard Consulting Agreement

COUNTY OF SACRAMENTO

COMMUNITY SERVICES AGENCY

AGREEMENT FOR

SACRAMENTO COUNTY SAFE ROUTES TO SCHOOL CONSULTING

SERVICES

THIS AGREEMENT is made and entered into on _______________________, by and between the County of Sacramento, a political subdivision of the State of California, hereinafter referred to as “COUNTY” and <<TBD name of contracting party and nature of entity>> hereinafter referred to as

“CONSULTANT.”

RECITALS

WHEREAS, COUNTY has determined that it is necessary to retain CONSULTANT to <<TBD>>; and

WHEREAS, CONSULTANT has proposed to provide the requested services for the compensation to be provided herein; and

WHEREAS, COUNTY and CONSULTANT desire to enter into this Agreement on the terms and conditions set forth herein.

NOW, THEREFORE, in consideration of the mutual promises hereinafter set forth, COUNTY and CONSULTANT agree as follows:

1. SCOPE OF SERVICES

CONSULTANT shall provide services in the amount, type and manner described in Exhibit A, which is attached hereto and incorporated herein.

2. TERM

This Agreement shall be effective and commence as of the date first written above and shall end on <<DATE TBD>>. COUNTY’S Director is authorized to amend this Agreement with CONSULTANT to extend the term.

3. NOTICE

Any notice, demand, request, consent, or approval that either party hereto may or is required to give the other pursuant to this Agreement shall be in writing and shall be either personally delivered or sent by mail, addressed as follows:

TO COUNTY:

Attn: Project Manager Address

TO CONSULTANT:

Attn:

Firm Name Address

Either party may change the address to which subsequent notice and/or other communications can be sent by giving written notice designating a change of address to the other party, which shall be effective upon receipt.

4. COMPLIANCE WITH LAWS

A. CONSULTANT shall observe and comply with all applicable Federal, State, and County laws, regulations and ordinances.

B. Economic Sanctions: Pursuant to California State Executive Order N-6-22 (Order) imposing economic sanctions against Russia and declaring support of Ukraine, COUNTY shall terminate any contract with any individual or entity that is in violation of the Order or that is subject to economic sanctions therein, and shall not enter a contract with any such individual or entity while the Order is in effect.

5. GOVERNING LAWS AND JURISDICTION

This Agreement shall be deemed to have been executed and to be performed within the State of California and shall be construed and governed by the internal laws of the State of California. Any legal proceedings arising out of or relating to this Agreement shall be brought in Sacramento County, California.

6. LICENSES, PERMITS AND CONTRACTUAL GOOD STANDING

A. CONSULTANT shall possess and maintain all necessary licenses, permits, certificates and credentials required by the laws of the United States, the State of California, County of Sacramento and all other appropriate governmental agencies, including any certification and credentials required by COUNTY. Failure to maintain the licenses, permits, certificates, and credentials shall be deemed a breach of this Agreement and constitutes grounds for the termination of this Agreement by COUNTY.

B. CONSULTANT further certifies to COUNTY that it and its principals are not debarred, suspended, or otherwise excluded from or ineligible for, participation in federal, state or county government contracts. CONSULTANT certifies that it shall not contract with a subcontractor that is so debarred or suspended.

7. PERFORMANCE STANDARDS

CONSULTANT shall perform its services under this Agreement in accordance with the industry and/or professional standards applicable to CONSULTANT’S services.

8. OWNERSHIP OF WORK PRODUCT

All technical data, evaluations, plans, specifications, reports, documents, or other work products developed by CONSULTANT provided hereunder shall be the exclusive property of COUNTY and shall be delivered to COUNTY upon completion of the services authorized hereunder. CONSULTANT may retain copies thereof for its files and internal use. Publication of the information directly derived from work performed or data obtained in connection with services rendered under this Agreement must first be approved in writing by COUNTY. COUNTY recognizes that all technical data, evaluations, plans, specifications, reports, and other work products are instruments of CONSULTANT’S services and are not designed for use other than what is intended by this Agreement.

9. STATUS OF CONSULTANT

A. It is understood and agreed that CONSULTANT (including CONSULTANT’S employees) is an independent contractor and that no relationship of employer-employee exists between the parties hereto. CONSULTANT’S assigned personnel shall not be entitled to any benefits payable to employees of COUNTY. COUNTY is not required to make any deductions or withholdings from the compensation payable to CONSULTANT under the provisions of this Agreement; and as an independent contractor, CONSULTANT hereby indemnifies and holds COUNTY harmless from any and all claims that may be made against COUNTY based upon any contention by any third party that an employer-employee relationship exists by reason of this Agreement.

B. It is further understood and agreed by the parties hereto that

CONSULTANT in the performance of its obligation hereunder is subject to the control or direction of COUNTY as to the designation of tasks to be performed, the results to be accomplished by the services hereunder agreed to be rendered and performed, and not the means, methods, or sequence used by CONSULTANT for accomplishing the results.

C. If, in the performance of this Agreement, any third persons are employed by CONSULTANT, such person shall be entirely and exclusively under the direction, supervision, and control of CONSULTANT. All terms of employment, including hours, wages, working conditions, discipline, hiring, and discharging, or any other terms of employment or requirements of law, shall be determined by CONSULTANT, and the COUNTY shall have no right or authority over such persons or the terms of such employment.

D. It is further understood and agreed that as an independent contractor and not an employee of COUNTY, neither the CONSULTANT nor CONSULTANT’S assigned personnel shall have any entitlement as a COUNTY employee, right to act on behalf of COUNTY in any capacity whatsoever as agent, nor to bind COUNTY to any obligation whatsoever. CONSULTANT shall not be covered by worker’s compensation; nor shall CONSULTANT be entitled to compensated sick leave, vacation leave, retirement entitlement, participation in group health, dental, life and other insurance programs, or entitled to other fringe benefits payable by the COUNTY to employees of the COUNTY.

E. It is further understood and agreed that CONSULTANT must issue

W-2 and 941 Forms for income and employment tax purposes, for all of CONSULTANT’S assigned personnel under the terms and conditions of this Agreement.

FOR OUT OF STATE CONSULTANTS

F. Notwithstanding subparagraphs (A) and (E), it is further understood and agreed that COUNTY shall withhold seven percent (7%) of all income paid to CONSULTANT under this agreement for payment and reporting to the California Franchise Tax Board because CONSULTANT does not qualify as (1) a corporation with its principal place of business in California, (2) a partnership with a permanent place of business in California, (3) a corporation qualified to do business in California by the Secretary of State, or

(4) an individual with a permanent residence in the State of California.

10. CONSULTANT IDENTIFICATION

CONSULTANT shall provide the COUNTY with the following information for the purpose of compliance with California Unemployment Insurance Code section 1088.8 and Sacramento County Code Chapter 2.160:

CONSULTANT’S name, address, telephone number, social security number or federal tax identification number, and whether dependent health insurance coverage is available to CONSULTANT.

11. COMPLIANCE WITH CHILD, FAMILY AND SPOUSAL SUPPORT

REPORTING OBLIGATIONS

A. CONSULTANT’s failure to comply with state and federal child, family and spousal support reporting requirements regarding CONSULTANT’s employees or failure to implement lawfully served wage and earnings assignment orders or notices of assignment relating to child, family and spousal support obligations shall constitute a default under this Agreement.

B. CONSULTANT’s failure to cure such default within 90 days of notice by COUNTY shall be grounds for termination of this Agreement.

12. BENEFITS WAIVER

If CONSULTANT is unincorporated, CONSULTANT acknowledges and agrees that CONSULTANT is not entitled to receive the following benefits and/or compensation from COUNTY: medical, dental, vision and retirement benefits, life and disability insurance, sick leave, bereavement leave, jury duty leave, parental leave, or any other similar benefits or compensation otherwise provided to permanent civil service employees pursuant to the County Charter, the County Code, the Civil Service Rule, the Sacramento County Employees’ Retirement System and/or any and all memoranda of understanding between COUNTY and its employee organizations. Should CONSULTANT or any employee or agent of CONSULTANT seek to obtain such benefits from COUNTY, CONSULTANT agrees to indemnify and hold harmless COUNTY from any and all claims that may be made against COUNTY for such benefits.

13. RETIREMENT BENEFITS/STATUS

CONSULTANT acknowledges and agrees that COUNTY has not made any representations regarding entitlement, eligibility for and/or right to receive ongoing Sacramento County Employee Retirement System (SCERS) retirement benefits during the term of this Agreement. By entering into this Agreement, CONSULTANT assumes sole and exclusive responsibility for any consequences, impacts or action relating to such retirement benefits that is or will be occasioned as a result of the services provided by CONSULTANT under this Agreement.

CONSULTANT waives any rights to proceed against COUNTY should SCERS modify or terminate retirement benefits based on CONSULTANT’S provision of services under this Agreement.

14. CONFLICT OF INTEREST

CONSULTANT and CONSULTANT’S officers and employees shall not have a financial interest, or acquire any financial interest, direct or indirect, in any business, property or source of income which could be financially affected by or otherwise conflict in any manner or degree with the performance of services required under this Agreement.

15. LOBBYING AND UNION ORGANIZATION ACTIVITIES

A. CONSULTANT shall comply with all certification and disclosure requirements prescribed by Section 319, Public Law 101-121 (31 U.S.C. § 1352) and any implementing regulations.

B. If services under this Agreement are funded with state funds granted to COUNTY, CONSULTANT shall not utilize any such funds to assist, promote or deter union organization by employees performing work under this Agreement and shall comply with the provisions of Government Code Sections 16645 through 16649.

16. NONDISCRIMINATION IN EMPLOYMENT, SERVICES, BENEFITS

AND FACILITIES

A. CONSULTANT agrees and assures COUNTY that CONSULTANT and any subconsultants shall comply with all applicable federal, state, and local Anti-discrimination laws, regulations, and ordinances and to not unlawfully discriminate, harass, or allow harassment against any employee, applicant for employment, employee or agent of COUNTY, or recipient of services contemplated to be provided or provided under this Agreement, because of race, ancestry, marital status, color, religious creed, political belief, national origin, ethnic group identification, sex, sexual orientation, gender identity, gender expression, age (over 40), medical condition (including HIV and AIDS), or physical or mental disability. CONSULTANT shall ensure that the evaluation and treatment of its employees and applicants for employment, the treatment of COUNTY employees and agents, and recipients of services are free from such discrimination and harassment.

B. CONSULTANT represents that it is in compliance with and agrees that it will continue to comply with the Americans with Disabilities Act of 1990 (42 U.S.C. § 12101 et seq.), the Fair Employment and

Housing Act (Government Code § 12900 et seq.), and regulations and guidelines issued pursuant thereto.

C. CONSULTANT agrees to compile data, maintain records and submit reports to permit effective enforcement of all applicable anti-discrimination laws and this provision.

D. CONSULTANT shall include this nondiscrimination provision in all subcontracts related to this Agreement.

17. INDEMNIFICATION

A. To the fullest extent permitted by law, for work or services provided under this Agreement, CONSULTANT shall indemnify, defend, and hold harmless COUNTY, its governing Board, officers, directors, officials, employees, and authorized volunteers and agents (collectively “Indemnified Parties”), from and against any and all claims, demands, actions, losses, liabilities, damages, and all expenses and costs incidental thereto (collectively “Claims”), including cost of defense, settlement, arbitration, expert fees, and reasonable attorneys' fees, resulting from injuries to or death of any person, including employees of either party hereto, and damage to or destruction of property, or loss of use or reduction in value thereof, including the property of either party hereto, and recovery of monetary losses incurred by COUNTY directly attributable to the performance of CONSULTANT, to the extent arising out of, pertaining to, or relating to the negligence, recklessness, or willful misconduct of CONSULTANT, its employees, CONSULTANT’s sub-consultants or subcontractors at any tier, or any other party for which CONSULTANT is legally liable under law.

B. The right to defense and indemnity under this section arises upon occurrence of an event giving rise to a claim and tendered in writing to CONSULTANT. CONSULTANT shall defend Indemnified Parties with counsel reasonably acceptable to COUNTY.

C. Notwithstanding the foregoing, the parties expressly agree that

CONSULTANT’s defense obligation under this indemnity obligation shall require CONSULTANT to defend the Indemnified Parties until any of the following occur: (1) the judgment has become final by a Court of Competent Jurisdiction, (2) other mutually agreeable dispute resolution or settlement process establishing the proportionate percentage of fault of the parties under law. In the event that fault is apportioned between COUNTY and CONSULTANT, CONSULTANT’s final cost of defense shall not exceed its proportionate percentage of fault. To the extent that CONSULTANT’s cost of defense exceeds its proportionate percentage of fault, COUNTY shall reimburse CONSULTANT. If requested by COUNTY, CONSULTANT agrees to participate, at its own expense, in the defense of a Claim to provide testimony or to produce documents or other relevant information.

D. To the extent permitted by law, this indemnity obligation shall not be limited by the types and amounts of insurance or self-insurance maintained by CONSULTANT or CONSULTANT’s sub-consultants or subcontractors at any tier.

E. Nothing in this indemnity obligation shall be construed to create any duty to, any standard of care with reference to, or any liability or obligation, contractual or otherwise, to any third party.

F. The provisions of this indemnity obligation shall survive the expiration or termination of the Agreement.

18. INSURANCE

Without limiting CONSULTANT’S indemnification, CONSULTANT shall maintain in force at all times during the term of this Agreement and any extensions or modifications thereto, insurance as specified in Exhibit B.

It is the responsibility of CONSULTANT to notify its insurance advisor or insurance carrier(s) regarding coverage, limits, forms and other insurance requirements specified in Exhibit B. It is understood and agreed that COUNTY shall not pay any sum to CONSULTANT under this Agreement unless and until COUNTY is satisfied that all insurance required by this Agreement is in force at the time services hereunder are rendered. Failure to maintain insurance as required in this agreement may be grounds for material breach of contract.

19. INFORMATION TECHNOLOGY ASSURANCES

CONSULTANT shall take all reasonable precautions to ensure that any hardware, software, and/or embedded chip devices used by CONSULTANT in the performance of services under this Agreement, other than those owned or provided by COUNTY, shall be free from viruses. Nothing in this provision shall be construed to limit any rights or remedies otherwise available to COUNTY under this Agreement.

20. COMPENSATION AND PAYMENT OF INVOICES LIMITATIONS

A. Compensation under this Agreement shall be limited to the Maximum

Total Payment Amount set forth in Exhibit C, or Exhibit C as modified by COUNTY in accordance with express provisions in this Agreement.

B. CONSULTANT shall submit an invoice in accordance with the procedures prescribed by COUNTY on a monthly basis for services performed during the previous month. Invoices shall be submitted to COUNTY no later than the fifteenth (15th) day following the invoice period, and COUNTY shall pay CONSULTANT within thirty (30) days after receipt of an appropriate and correct invoice.

C. COUNTY operates on a July through June fiscal year. Invoices for services provided in any fiscal year must be submitted no later than July 31, one month after the end of the fiscal year. Invoices submitted after July 31 for the prior fiscal year shall not be honored by COUNTY unless CONSULTANT has obtained prior written COUNTY approval to the contrary.

D. CONSULTANT shall maintain for four years following termination of this agreement full and complete documentation of all services and expenditures associated with performing the services covered under this Agreement.