RFP Job Order Contracting Consultant Services _Updated 06.29.2026.pdf

Request for Proposal No. ANE223-ANE2C-6430 Job Order Contracting Consultant Services

San Bernardino County Project and Facilities Management Department

620 South E Street San Bernardino, CA, 92415

July 2026

Rev. 9/2025 - Pro. Services

San Bernardino County Purchasing Department

Request for Proposal Job Order Contracting

No. ANE223-ANE2C-6430

Consultant Services

I. INTRODUCTION

A. Purpose The San Bernardino County, Project and Facilities Management Department (County) is seeking Proposals from interested and qualified Proposers to provide professional consulting services for development and implementation of a Job Order Contracting (JOC) System. The main objective of the system is to enable the County to rapidly engage contractors to perform various repair, maintenance, rehabilitation, and remodeling Capital Improvement Program (CIP) projects. The contract award will be determined by the quality of the proposals received. For any contract awarded as a result of this RFP, no minimum or maximum number of projects assigned to selected Consultant can be guaranteed by County.

B. RFP Contact

All correspondence, including Proposals and questions (no bid questions), must be submitted to the person identified below (RFP Contact):

San Bernardino County Project and Facilities Management Department Attn: Patricia Banuelos 620 South E Street San Bernardino, CA, 92336

(909) 387-5000 Phone Patricia.Banuelos@pfm.sbcounty.gov

Proposals will not be accepted by mail, email, facsimile or in-person. Proposals and Attachment E must be submitted electronically through the County Electronic Procurement Network (ePro). Attachment E shall not be part of the proposal submittal, but instead as a separate attachment, clearly labeled as Attachment E. The completed and signed proposal and Attachment E must be received by the Deadline for Proposals specified in Section II – Proposal Timeline. All Proposers must register with the ePro system prior to the date and time to submit the proposal or they will be disqualified.

C. Reserved

D. Contract Term Services to be provided under this Request for Proposals (RFP) are outlined under Section V, Scope of Work. The Consultant contract term and amount will be negotiated with the selected proposer(s). The Contract period will not exceed maximum of 5 years.

E. Location of Services Location(s) where Services are to be provided, completed and managed is/are at 620 South E Street, San Bernardino, CA 92415. Consultant may be required to travel to various locations Countywide.

The Proposer must include in Proposal, Attachment E – Fee Proposal Sheet(s), all transportation, lodging, and per diem costs sufficient to pay its personnel and travel to the aforementioned locations.

F. Assistance to Proposers with a Disability Proposers with a disability may request accommodation regarding the means of communicating this RFP or participating in the procurement process. For more information, contact the RFP Contact no later than ten (10) days prior to the Deadline for Proposals.

II. PROPOSAL TIMELINE

mailto:Patricia.Banuelos@pfm.sbcounty.gov

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No. ANE223-ANE2C-6430

Release of RFP 7/17/2026 Deadline for Submission of Questions 7/27/2026 at 5:00 PM Deadline for Proposals 8/6/2026 at 5:00 PM Presentation/Demonstration 8/10/2026 – 8/14/2026 Date for Tentative Contract Award October 2026

Questions regarding the contents of this RFP must be submitted in writing in ePro on or before the Deadline for Submission of Questions. All questions will be answered and both the question and answer will be posted as an Addendum to the RFP in ePro.

III. DEFINITIONS

Capitalized terms used in this RFP shall have the meanings given to them in the RFP and as defined below:

Board: The San Bernardino County Board of Supervisors.

Contract: The Contract between the County and the Proposer resulting from the award issued pursuant to this RFP to the successful Proposer.

Consultant: Any individual, company, firm, corporation, partnership or other organization to whom a contract award is made by the County.

County: The County of San Bernardino and its authorized representatives.

Director: Director of the County of San Bernardino Project and Facilities Management Department.

Facilitator: A County Purchasing Department buyer or designated individual tasked with managing the processes of the evaluation panel.

Job Order Contracting (JOC): JOC is a contract for a fixed term of one year and a maximum dollar value in which a contractor is selected based on a competitive bid to perform various separate job orders during the life of the contract. Pursuant to Public Contract Code section 20128.5 the County is authorized to utilize JOC for repair, remodeling, or other repetitive work, excluding new construction.

Proposal: The offer to provide specific goods or services at specified prices and/or other conditions specified in the RFP.

Purchasing Agent: The Director of the County Purchasing Department.

Request For Proposal (RFP): The request for an offer from Proposers interested in providing the identified services sought to be procured by the County. The RFP specifies the evaluation factors to be used and contains or incorporates by reference contractual terms and conditions applicable to the procurement.

Services: The requested professional services described in this RFP.

Subcontractor: An individual, company, firm, corporation, partnership or other organization, not in the employment of or owned by Consultant who is performing services on behalf of Consultant under the Contract or under a separate contract with or on behalf of Consultant.

IV. PROPOSAL CONDITIONS

A. Authorized Signatures

All proposals must be signed by an individual authorized to bind the Proposer to the provisions of the

RFP.

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B. Term of Offer Proposals shall remain open, valid and subject to acceptance anytime within nine (9) months after the Proposal submission.

C. Required Review Proposers should carefully review this RFP for defects and questionable or objectionable material.

Comments from Proposers concerning defects and objectionable material in this RFP must be made in writing and received by the RFP contact prior to the deadline for submission of questions identified in Section II or at least ten (10) calendar days before the Deadline for Proposals (whichever occurs last).

This will allow issuance of any necessary amendments or addendums to the RFP. It will also help prevent the opening of a defective RFP and exposure of Proposals upon which an award could not be made.

Protests based on any omission or error, or on the content of this RFP, may be disallowed if not submitted in writing to the attention of the RFP Contact prior to the deadline for submission of questions identified in Section II or at least ten (10) calendar days before the Deadline for Proposals (whichever occurs last).

D. Incurred Costs The County is not obligated to pay any costs incurred by Proposer in the preparation of a Proposal in response to this RFP. Proposers agree that all costs incurred in developing a Proposal are the Proposer’s responsibility.

E. Amendments/Addendums to RFP

The County reserves the right to issue amendments or addendums to this RFP if the County considers that changes are necessary or additional information is needed.

Changes to a Proposal or withdrawal of a Proposal will only be allowed if a request is received prior to the Deadline for Proposals. No amendments or withdrawals will be accepted after the Deadline for Proposals.

F. Best Value Evaluation As established in this RFP, the County realizes that criteria other than price are important and will award contract(s) based on the Proposal that best meets the needs of the County.

G. Right of Rejection Offers must comply with all of the terms of the RFP, and all applicable local, state, and federal laws, codes, and regulations. The County may reject as non-responsive any Proposal that does not comply with all of the material and substantial terms, conditions, and performance requirements of the RFP.

Further, the County may reject a Proposal from any entity that is a parent, affiliate, or subsidiary, or that is under common ownership, control, or management with any other entity submitting a Proposal in response to this RFP.

A Proposer may not qualify the Proposal nor restrict the rights of the County. If Proposer does so, the Proposal may be determined to be a non-responsive counter-offer and the Proposal may be rejected.

No Proposal shall be rejected, however, if it contains a minor irregularity, defect or variation. If the irregularity, defect or variation is considered by the County to be immaterial or inconsequential, the County may choose to accept the Proposal.

Minor irregularities may be waived by the Purchasing Agent when they are any of the following:

1. Do not affect responsiveness;

2. Are merely a matter of form or format;

3. Do not change the relative standing or otherwise prejudice other offers;

4. Do not change the meaning or scope of the RFP;

5. Are trivial, negligible, or immaterial in nature;

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6. Do not reflect a material change in the work; or

7. Do not constitute a substantial reservation against a requirement or provision.

In such cases the Proposer will be notified of the deficiency in the Proposal and given an opportunity to correct the irregularity, defect or variation or the County may elect to waive the deficiency and accept the Proposal. The decision to provide a waiver shall in no way modify or compromise the overall purpose of the submittal, nor excuse the Proposer from compliance with all requirements if awarded a Contract.

This RFP does not commit the County to award a contract. The County reserves the right to reject any or all Proposals if it is in the best interest of the County to do so. The County also reserves the right to terminate this RFP process at any time.

H. Local Preference The San Bernardino County has adopted a Local Preference Policy. A local preference of five percent (5%) shall be applied in the cost evaluation of proposals or bids for goods, services, equipment, or a minor public work project, unless an exemption applies. In a price-based bid, five percent (5%) will be deducted from the local vendor’s proposed cost for the purpose of comparison when the local vendor’s proposed cost is not the lowest. If the local vendor’s bid is equal to or lower than the price of an otherwise successful non-local vendor after the 5% preference is applied, the local vendor will be given the opportunity to match the lowest quoted price. In a best value evaluation, five percent (5%) of the awardable points for cost will be added to the local vendor’s score. If the local vendor’s overall score is equal to or lower than that of an otherwise successful nonlocal vendor, the local vendor will be recommended for award.

“Due to the evaluation of qualitative elements along with cost in a best value evaluation, application of local preference for cost proposals may not result in award to a local vendor with the lowest cost after applying local preference.”

Local Vendor - A local vendor is any vendor, contractor or consultant (hereafter “vendor”) that meets all of the following requirements:

1. Vendor’s main office (headquarters) or a major regional office is located within the County;

2. Vendor employs a minimum of 25% of the vendor’s full-time management employees and 25% of its full-time regular employees working from the San Bernardino County location(s);

3. Vendor employs one full-time or two part-time employees with primary residence in the County;

4. Vendor’s “point of sale” for purposes of reporting sales tax to the State Board of Equalization is within the boundaries of the County. The payment of any local share of sales tax must go to the County or a city within the County. If the local business has more than one sales office in the State of California, the office located in the County shall be the point of sale for sales tax calculation;

5. Vendor is not delinquent in any taxes or other payments to the County;

6. Vendor possesses a valid and verifiable business license (if required);

7. Vendor has been open and established for at least six months prior to the issuance of the solicitation;

8. Vendor can demonstrate on-going business activity in the field of endeavor on which they are proposing from that office during the preceding six months;

9. Vendor has not within five years prior to the solicitation admitted guilt or been found guilty by any court or state or federal regulatory enforcement agency of violation of any criminal law or any law or regulation regarding fraud;

10. Vendor is not federally debarred; and

11. Vendor is not suspended or debarred from participation in doing business with the County, in the scope of work that is the subject of the solicitation.

12. Local Vendor Self-certification – Documentation provided

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Local Vendor self-certification form is required for any bid or proposal when a local preference is claimed affirming that it meets each of the above stated criteria, and signed by a vendor representative with the authority to obligate the company under penalty of perjury. (See Attachment)

I. Clarification of Offers

In order to determine if a Proposal is reasonably susceptible for award, communications by the Facilitator for the evaluation panel are permitted with a Proposer to clarify uncertainties or eliminate confusion concerning the contents of a Proposal. Clarifications may not result in a material or substantive change to the Proposal. The evaluation by the panel may be adjusted as a result of a clarification under this section.

J. Public Records Act

All Proposals and other material submitted become the property of the County and are subject to release according to the California Public Records Act (Government Code §7290.000). All Proposal information, including cost information, will be held in confidence during the evaluation and negotiation process.

Thereafter, Proposals are subject to becoming a non-exempt public record.

If a Proposer believes that any portion of its Proposal is exempt from public disclosure, it must indicate the specific portions believed to be confidential and not subject to disclosure on Attachment I - Public Records Act Exemptions. The Proposer also must include a brief description that sets out the reasons for exemption from disclosure. Each stated exemption must include a citation to supporting legal authority, including statutory authority or case law, to support exemption from the Public Records Act. Requested exemptions that do not meet the requirements of this section will not be considered.

The County will use reasonable means to ensure that such information is safeguarded, but will not be held liable for inadvertent disclosure of the information. Proposals marked “Confidential” in their entirety will not be honored, and the County might not deny public disclosure of any portion of Proposals so marked.

By submitting a Proposal with portions identified in Attachment I as “Confidential,” Proposer represents that it has a good faith belief that such portions are exempt from disclosure under the Public Records Act.

Proposer may be requested to obtain legal protection from disclosure should a Public Records Act request be received. In the event the County does not disclose the information marked “Confidential,” Proposer agrees to reimburse the County for, and to indemnify, defend (with counsel approved by County) and hold harmless the County, its officers, employees, agents, and volunteers from and against any and all claims, damages, losses, liabilities, suits, judgments, fines, penalties, costs and expenses, including without limitation, attorneys’ fees, expenses and court costs of any nature arising from or relating to the County’s non-disclosure of any such designated portions of a Proposal.

K. Employment of Former County Officials Information must be provided in Attachment G regarding former County Administrative Officials (as defined below) who are employed by or represent Proposer. The information provided must include a list of former County Administrative Officials who terminated County employment within the last five years and who are now officers, principals, partners, associates or members of Proposer and should also include the employment and/or representative capacity and the dates these individuals began employment with or representation of Proposer. For purposes of this section, “County Administrative Official” is defined as a member of the Board of Supervisors or such member’s staff, Chief Executive Officer or member of such officer’s staff, County department or group head, assistant department or group head, or any employee in the Exempt Group, Management Unit or Safety Management Unit.

Failure to provide this information may result in the Proposal being deemed non-responsive.

L. Iran Contracting Act of 2010

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In accordance with Public Contract Code section 2204(a), the Proposer certifies that at the time the Proposal is submitted, the Proposer signing the Proposal is not identified on a list created pursuant to subdivision (b) of Public Contract Code section 2203 (https://www.dgs.ca.gov/PD/Resources/Page- Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses) as a person (as defined in Public Contract Code section 2202(e)) engaging in investment activities in Iran described in subdivision (a) of Public Contract Code section 2202.5, or as a person described in subdivision (b) of Public Contract Code section 2202.5, as applicable.

Proposers are cautioned that making a false certification may subject the Proposer to civil penalties, termination of an existing contract, and ineligibility to bid on a contract for a period of three (3) years in accordance with Public Contract Code section 2205. Proposer agrees that signing the Proposal shall constitute signature of this Certification.

M. Disclosure of Criminal and Civil Proceedings

The County reserves the right to request the information described herein from the Proposer selected for Contract award. Failure to provide the information may result in a disqualification from the selection process and no award of Contract to the Proposer. The County also reserves the right to obtain the requested information by way of a background check performed by an investigative firm. The selected Proposer may also be requested to provide information to clarify initial responses. Negative information provided or discovered may result in disqualification from the selection process and no award of Contract.

The selected Proposer may be asked to disclose whether the firm, or any of its partners, principals, members, associates or key employees (as that term is defined herein), within the last ten years, has been indicted on or had charges brought against it or them (if still pending) or convicted of any crime or offense arising directly or indirectly from the conduct of the firm’s business, or whether the firm, or any of it partners, principals, members, associates or key employees, has within the last ten years, been indicted on or had charges brought against it or them (if still pending) or convicted of any crime or offense involving financial misconduct or fraud. If the response is affirmative, the Proposer will be asked to describe any such indictments or charges (and the status thereof), convictions and the surrounding circumstances in detail.

In addition, the selected Proposer may also be asked to disclose whether the firm, or any of its partners, principals, members, associates or key employees, within the last ten years, has been the subject of legal proceedings as defined herein arising directly from the provision of services by the firm or those individuals. “Legal proceedings” means any civil actions filed in a court of competent jurisdiction, or any matters filed by an administrative or regulatory body with jurisdiction over the firm or the individuals. If the response is affirmative, the Proposer will be asked to describe any such legal proceedings (and the status and disposition thereof) and the surrounding circumstances in detail.

For purposes of this provision “key employees” includes any individuals providing direct service to the County. “Key employees” do not include clerical personnel providing service at the firm’s offices or locations.

N. Debarment and Suspension; California Secretary of State Business Entity Registration

Proposer certifies in Attachment D that neither it nor its principals or subcontractors are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation in this transaction by any federal department or agency. (See Attachment D and the following United States General Services Administration’s System for Award Management website https://www.sam.gov). Proposer also certifies in Attachment D that if it or any of the subcontractors listed in the Proposal are business entities that must be registered with the California Secretary of State, they are registered and in good standing with the Secretary of State.

O. Unsatisfactory Performance https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses https://www.dgs.ca.gov/PD/Resources/Page-Content/Procurement-Division-Resources-List-Folder/List-of-Ineligible-Businesses https://www.sam.gov/

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Proposer affirms that it has no record of unsatisfactory performance with the County in the twenty-four

(24) month period immediately preceding the date of issuance of this RFP.

P. Final Authority

The final authority to award a contract(s) as a result of this RFP rests solely with the County Board of Supervisors, or as delegated by the Board of Supervisors.

Q. Department of Industrial Relations Registration Proposer must be registered with the Department of Industrial Relations as required by Senate Bill 854 (Chapter 28, Statutes of 2014) and Senate Bill 96 (Chapter 28, Statutes of 2017) to work on public works contracts as defined under the Labor Code.

V. SCOPE OF WORK

A. BACKGROUND INFORMATION

The Department is responsible for managing the design and construction process for CIP projects.

Typical projects include building remodels, tenant improvements, paint and flooring, renovation of mechanical and electrical systems, roofs, and parking lots. County client departments include, but are not limited to, the Sheriff, Probation, County Fire, Facilities Management, Airports, Museums, Regional Parks, Courts, and the Arrowhead Regional Medical Center. The primary objective of the Job Order Contracting (JOC) program is to enable the County to expedite the completion of these various projects for the departments we serve. To date, under the current JOC Program, the County has executed approximately $305,000,000 in construction contracts under seven (7) categories; General Building, General Engineering, Mechanical, Demolition and Abatement, Healthcare General Building, Healthcare General Engineering, and Healthcare Mechanical.

The County is looking for Job Order Contract Consultant Services to provide services on an as-needed/as-requested basis. No minimum amount of work, or any work, is guaranteed to selected Consultant(s). The County will negotiate with selected Consultant(s) to enter not-to-exceed contract(s) of no less than five (5) years duration.

B. PROJECT DESCRIPTION

1. Tier 1

a. Program Development

The Consultant shall work with County staff to develop the JOC program. Program development includes reviewing and assessing County needs to determine the size of the program and, in conjunction with County staff, developing execution procedures that will be used to implement and administer the JOC Program. The following additional items are required of the JOC Program Development:

a.1 The Consultant shall assist the County in developing draft internal execution procedures/policies for the JOC Program. These procedures should incorporate all applicable Federal, State, and County laws, regulations, and policies.

a.2 The Consultant shall fully document the final JOC Program execution procedures and policies.

a.3 The awarded Consultant shall assist the County in incorporating appropriate safeguards into the execution procedures for the prevention of fraud, waste, and abuse.

b. Program Transition Plan

The Consultant shall provide experienced staff responsible for developing and implementing a transition plan that enables the County to transition from the current Job Order Contracting

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(JOC) program to the Consultant’s JOC program prior to the expiration of the existing JOC program on January 7, 2027. The transition plan shall include the orderly migration of active and ongoing projects from the County’s current JOC program into the Consultant’s JOC program before the expiration date.

c. Document Preparation

The Consultant shall develop a full set of customized JOC, documentation including San Bernardino County specific Task Catalogs, Technical Specifications, and General Conditions.

The full JOC documents will be comprised of the following:

1. The San Bernardino County Task Catalog shall contain comprehensive individual construction tasks along with an associated unit price. Each unit price shall be developed based on the prevailing equipment, material, and labor prices within the County of San Bernardino’s geographical region. Each unit price shall comply with all applicable provisions of the Labor Code and such federal, state and local laws which affect the conduct of the work. The labor prices shall include the most current prevailing wages and benefits determined by the California Department of Industrial Relations. When the State Labor Code minimum wage and the Federal Wage Determinations (Davis-Bacon Act) are applicable due to federal funding involvement, the higher of the two wages rates per each work classification will prevail. The Task Catalogs shall be regularly updated to reflect current marketplace pricing for tasks, equipment, materials, etc. Consultants shall provide written confirmation and backup documentation of updates.

2. The Technical Specifications shall be developed in conjunction with the Catalog of

Tasks and, where available, the County standards must be incorporated. The Consultant shall maintain a comprehensive set of technical specifications for each of the construction tasks listed in the Task Catalog and shall publish one master or reference copy of the Technical Specifications.

3. The General Conditions for the JOC Program contracts shall be developed in conjunction with the County staff, shall incorporate JOC language, and include all appropriate County contract language and forms.

d. Procurement Support

The JOC Consultant shall be capable of providing the County with complete technical and marketing support during the procurement and bid phase. Qualified staff with extensive public sector procurement experience must provide this support. The JOC Consultant will be required to organize and conduct pre-bid meetings with the intending bidders as well as make presentations on behalf of the County with various business and contracting organizations.

e. Automated Job Order Contracting System

The JOC Consultant shall provide the County a comprehensive Internet-based JOC management information and support system. The system must be compatible with the Windows operating system for personal computers. Ability to interface with SAP S/4 HANA, Project Management Information System (PMIS), and integrate Artificial Intelligence (AI) Technology for automizations highly desirable. The JOC management and information

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1. The County shall not be restricted as to the number of licenses provided to County employees for the management system software.

2. Export capability for reports, as specified by the County, shall be provided. Export shall be in formats meeting industry standards and capable of being uploaded to a County database system.

3. For emergencies and prevention of data loss, the system software shall provide backup and restore capability. All application software and data shall be able to be backed up. All procedures shall be documented and approved by the County.

Validation of the update process shall be a priority to safeguard the data.

System Ownership, Data Rights, and Transition The Consultant shall provide an existing, commercially available JOC management system.

The County does not intend for the Consultant to develop a custom software solution.

Data Ownership All data entered into, uploaded to, generated by, or exported from the system in connection with County use shall remain the sole property of the County.

Data Access and Export The Consultant shall provide the County with the ability to export data at any time, upon request, in a non-proprietary, industry-standard format, including but not limited to CSV, Excel, or other formats compatible with County systems.

System Type & Licensing Disclosure The Proposer shall clearly identify whether the system is Software-as-a-Service (SaaS), hosted, cloud-based, or otherwise deployed, and shall disclose all licensing terms, user limitations, storage limitations, and any additional costs associated with system use.

Transition / Exit Support Upon contract expiration or termination, the Consultant shall provide transition assistance for a minimum of ninety (90) calendar days. This shall include, but is not limited to:

• Full export of County data

• Transfer of documentation and system configuration details

• Reasonable support to facilitate migration to another system or consultant

Data Security and Backup The Consultant shall ensure that all County data is regularly backed up and protected from loss. Backup and recovery procedures shall be documented and made available to the County upon request.

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f. Training The Consultant shall develop and provide specialized scheduled and/or on demand training to County staff to ensure that the JOC program functions properly. As part of the proposal , the awarded Bidder shall include its plans to develop specialized scheduled and/or on demand training courses that would involve all parties utilizing and administrating the program. This will include, but is not limited to the following:

1. JOC Coordinator

2. Procurement Staff

3. Project Managers

4. Supervisors and Management

5. Inspectors

6. Clerical Administrative Staff

7. Contractors

All aspects of the system are to be covered in the training. This must include, but is not limited to the following:

1. JOC Execution

2. Implementation Procedures

3. System Training

4. Post Implementation Follow-up

5. Refresher Course Training monthly

6. Conflict Resolution

All training is to be “hands on” with functional use and individual performance as the objective.

Train the awarded JOC General Contractors in implementation of the contracts.

Conduct/attend orientation meetings, program review conferences, and program briefings as needed. Provide staff user manuals at the end of each training session. Provide training manuals or videos to the County for training additional staff in the future.

Training Requirements The Consultant shall develop and submit a comprehensive Training Plan for County review and approval within thirty (30) calendar days of Contract execution. The Training Plan shall, at a minimum, identify training objectives, target audiences, delivery methods, schedule, required attendance, and evaluation methods.

Attendance Requirements The Consultant shall establish attendance requirements for each training session. The County shall determine which personnel are required to attend based on roles and responsibilities.

The Consultant shall coordinate with the County to ensure appropriate participation and coverage of all user groups.

Completion Criteria Training shall be considered complete only when participants have attended the required sessions and demonstrated understanding of the material through County-approved methods.

Such methods may include, but are not limited to, participation in hands-on exercises, completion acknowledgments, knowledge checks, practical demonstrations, or other measurable indicators of competency.

Training Deliverables The Consultant shall provide the following training deliverables to the County:

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• Training materials, including presentations, manuals, and user guides

• Attendance records and sign-in sheets for each session

• Recorded training sessions, when applicable

• Training manuals, videos, or other resources for future use

• Documentation confirming completion of required training

Ongoing/Refresher Training The Consultant shall provide ongoing and refresher training, including monthly sessions as required, and training for new County staff. The Consultant shall update training materials as necessary to reflect system updates, process changes, or identified gaps in user knowledge.

g. Technical Support

The Consultant shall provide a comprehensive JOC management information and support system with scheduled and/or on-demand technical support. Expectations include assisting the County in executing procedures, troubleshooting, implementation, and continuous system monitoring. The following additional requirements apply:

1. The Consultant shall update, as often as required, any or all of the JOC documents including the Task Catalogs, Technical Specifications, and Contractual Terms and Conditions. Consultant shall provide ongoing technical support and prepare and conduct periodic review conferences for County management.

2. The Consultant shall be required to provide JOC Program services as needed Monday through Friday of each week from 8:00 a.m. to 5:00 p.m. Pacific Time.

Consultant shall be available by phone during these same hours to answer JOC Program questions. Consultant shall provide reoccurring onsite hours semiweekly.

Schedule of onsite availability shall be determined by the County.

3. Conduct training sessions for new project managers and other County staff

4. Assist the County in conducting periodic reviews of the concepts, performance, and effectiveness. Develop documentation and statistics regarding elements of the program's execution. Document this information for senior management review and evaluation.

Service Level Requirements The Consultant shall provide technical support in accordance with the following minimum service level requirements during standard business hours (Monday through Friday, 8:00 a.m.

to 5:00 p.m. Pacific Time):

Response Times

• Critical Issues (system unavailable or major functionality failure): Response within two

(2) business hours

• High Priority Issues (significant impact to project execution): Response within four (4) business hours

• Routine Issues and General Support Requests: Response within one (1) business day

Resolution Expectations

• Critical Issues: Resolution or acceptable workaround within one (1) business day

• High Priority Issues: Resolution or acceptable workaround within two (2) business days

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• Routine Issues: Resolution within five (5) business days, unless otherwise agreed upon by the County

Escalation Requirements The Consultant shall establish and maintain a formal escalation process, including identification of primary and secondary points of contact, and escalation to management-level personnel when issues are not resolved within the required timeframes.

Support Documentation and Tracking The Consultant shall track all support requests and provide status updates upon request. The Consultant shall maintain documentation of issues, resolutions, and response times for reporting and performance evaluation purposes.

h. Employees The Consultant’s supervisory personnel shall provide adequate competent supervision at all times during the performance of the contract. The Consultant shall be responsible for maintaining satisfactory standards of employees’ competency, conduct, courtesy, appearance, honesty, and integrity, and immediately remove any employee whose conduct is unsatisfactory to the County. The Consultant shall furnish all transportation and labor costs for the services necessary to provide a complete Job Order Contracting program for San Bernardino County.

2. Tier 2

a. Facilitation Support – Scope and Price Proposals The County may require an owner’s representative for certain procurement procedures. As such, the Consultant will act on the County’s behalf. This service will be on an as-needed basis at the County’s discretion. The scope includes:

1. Confirm that a project is an acceptable candidate for the JOC Program.

2. Establish and create a project file at the inception of a project.

3. Clarify the Scope of Work and obtain project plans and/or data from the County.

4. Recommends appropriate JOC contractor, if multiple contractors exist.

5. Conduct a joint scope meeting with County staff, JOC Contractor, and architect or engineer, as applicable.

6. Coordinate and document the detailed scope of work appropriate for the work.

7. Obtain and review all submissions by the JOC Contractor pertaining to the Job Order, including schedule, safety plan, submittals, shop drawings, permits, etc.

8. Assist with resolving issues when project plans and actual conditions vary.

9. Obtain County approval of the detailed scope of work.

10. Issue a request for price proposal to the JOC Contractor.

11. Review the price proposal submitted by the JOC Contractor.

12. Direct the JOC Contractor to revise the price proposal, as necessary.

13. Finalize the job order with the JOC Contractor.

14. Verify County authorization, approval and budget account information.

15. Recommend issuance of the notice to proceed to the JOC Contractor.

3. Tier 3

Request for Proposal Job Order Contracting

No. ANE223-ANE2C-6430

a. Construction Management

The capability of firms submitting proposals shall include a full range of construction management services that cover the entire life cycle of a project, including owner representation, assistance, support and/or recommendations pertaining to preliminary studies and programming; due diligence, data gathering and analysis; design input and review; cost estimating; construction delivery and means-and-methods; permit requirements and approval process(es); bid solicitation process; observation of onsite construction progress and weekly construction meeting minutes; ongoing project development and financial oversight, review invoicing and disbursements; clarifications and changes in the work; close-out packages;

verify accurate updates to as-built drawings; and warranty issues. Firms may be required to provide these services on an as-needed basis at the County’s discretion.

Selected firms must be fully familiar and experienced with JOC Programs and JOC software applications for delivery of projects.

A project web-based Construction Management System, administered by the County, will be used for purposes of hosting and managing project communication for specific documents during the Construction Stage and through Final Completion. This system is not intended to replace any Contractor internal software document management system and is provided as a required tool for project communication, delivery and return of critical project documents.

Performance Monitoring and Reporting The Consultant shall provide monthly performance reports to the County. Reports shall include, at a minimum:

• Number and type of support requests

• Response and resolution times

• Outstanding and unresolved issues

• Training sessions conducted and attendance

• System updates and changes

• Identified risks and recommended corrective actions

VI. PROPOSAL SUBMISSION

A. General

1. All interested and qualified Proposers are invited to submit a Proposal for consideration. Submission of a Proposal indicates that the Proposer has read and understands the entire RFP, including all appendixes, attachments, exhibits, schedules, and addenda (as applicable) and that all concerns regarding the RFP have been resolved.

2. Proposals must be received by the designated date and time. All proposers must register with the ePro system prior to the date and time to receive the proposal or they will be disqualified. Late or incomplete proposals will not be accepted. System-related issues in ePro shall be directed to the Purchasing Department at (909) 387-2060. For procurement questions involving ePro, please contact the RFP Contact identified in Section I, Paragraph B – RFP Contact.

3. The Proposer acknowledges that its electronic signature is legally binding. Submittals in ePro will be opened from the system’s encrypted lock box after the deadline and evaluated as stated in this RFP.

4. Mandatory Submission Requirements:

Request for Proposal Job Order Contracting

No. ANE223-ANE2C-6430

i. All proposals must be submitted through ePro.

ii. Proposer shall not include Attachment E, “Fee Proposal Sheet(s)”, as part of the proposal submittal, but instead shall upload Attachment E as a separate attachment, clearly labeled as Attachment E.

iii. The proposal and Attachment E must be received (separately) in ePro on or before the Deadline for Proposals in the manner described in Section 1, Paragraph B. Failure to comply with this requirement shall disqualify the Proposer.

5. Proposals must be submitted in the format described below. Proposals are to be prepared in such a way as to provide a straightforward, concise description of capabilities to satisfy the requirements of this RFP.

6. Proposals must be completed in all respects as required in this section. A Proposal may not be considered if it is conditional or incomplete.

7. Presentations will be scheduled for the week of August 10, 2026 thru August 14, 2026. Presentations shall be done via an online meeting format. Proposers will be contacted by County to schedule a presentation time frame. Proposers must set up meeting via online meeting platform and provide the County meeting information no later than 2 business days prior to the scheduled presentation.

Presentation should be no longer than 20 minutes. County reserves the right to change presentation date and/or time as needed.

B. Proposal Format

Responses to this RFP must be in the form of a Proposal package, which must be submitted in the following format:

1. Presentation Format the Proposal to fit on an 8-½ v 11 sheet of paper with margins of at least ¾ inches. Text should be single spaced and font size should be no smaller than 11 points. Each page, including attachments, must be clearly and consecutively numbered.

2. Cover Page Use Attachment A as the cover page.

This form must be fully completed and signed by an authorized officer of the Proposer.

3. Table of Contents All pages of the Proposal, including the enclosures, must be clearly and consecutively numbered and correspond to the Table of Contents.

4. Statement of Certification Include the following on Attachment B:

a. A statement that the offer made in the Proposal is firm and binding for nine (9) months from the

Deadline for Proposals.

b. A statement that all aspects of the Proposal, including cost, have been determined independently, without consultation with any other Proposer (competitor) for the purpose of restricting competition.

c. A statement that all declarations in the Proposal and attachments are true and that this shall constitute a warranty, the falsity of which will entitle the County to pursue any remedy by law.

d. A statement that the Proposer agrees that all aspects of the RFP and the Proposal submitted shall be binding if the Proposal is selected and a Contract awarded.

e. A statement that the Proposer agrees to provide the County with any other information the County determines is necessary for an accurate determination of the Proposer’s ability to perform the Services as proposed.

Request for Proposal Job Order Contracting

No. ANE223-ANE2C-6430

f. A statement that the Proposer, if selected will comply with all applicable rules, laws and regulations.

g. A statement that the Proposer has reviewed the RFP and General Contract Terms in their entirety and have no exceptions to any requirements, terms or conditions, except as noted in Attachment H.

5. Statement of Experience and Qualifications

Include the following in this section of the Proposal:

a. Business name of the Proposer and type of legal entity such as corporation, partnership, etc. If

Proposer is a business entity that must be registered with the California Secretary of State, Proposer shall provide the County the entity number assigned to it by the Secretary of State.

b. Number of years the Proposer has been in business under the present business name, as well as related prior business names.

c. Statement that the Proposer does not have any commitments or potential commitments that may impact the Proposer’s ability to perform the Contract, if awarded.

6. Licenses, Permits, and/or Certifications Provide copies of all licenses, permits and/or certifications in Attachment C as required under Section X. TERMS AND CONDITIONS Paragraph A, 21.

7. Reserved

8. Project Team Organization Chart Provide an organization chart illustrating the project team, and clearly show the organization of the team and the hierarchy of the members. It must include:

a. Organizational framework for the proposed project team.

b. Company name and staff name for each role identified in the chart.

c. Resumes of key personnel, including qualifications, education and project experience

9. Proposal Description

The Proposal should include the following:

a. A brief synopsis of the Proposer’s understanding of the County’s needs and how the Proposer plans to meet them.

b. A detailed statement of the proposed Services.

c. An explanation of any assumptions or constraints.

10. Work Plan and Schedule Include the following:

a. Summary of management/work plan for this Project.

b. Project schedule

11. Certification Regarding Debarment or Suspension

Complete Attachment D.

12. Cost Complete proposed pricing on Attachment E and upload it as a separate attachment in ePro, clearly labeled as Attachment E.

13. References

Provide a minimum of three (3) references from governmental agencies at the Federal, State, county or City levels, one (1) of which should be a California County, whom you have contracted with in the last three (3) years that demonstrate the ability of the Proposer to provide the Job Order Contracting

Request for Proposal Job Order Contracting

No. ANE223-ANE2C-6430

(JOC) services as outlined in this RFP. Provide Contact Name, Address, Phone Number, email, and dates Services were provided on Attachment F.

14. Former County Officials

Complete Attachment G

15. Exceptions to RFP Complete Attachment H.

16. Public Records Act Exemptions

Complete Attachment I – Public Records Act Exemptions if applicable.

17. Indemnification and Insurance Requirements Affidavit Submit evidence of ability to insure as stated in Section X, Paragraph B – Indemnification and Insurance Requirements. Proposer must complete and submit Attachment J – Indemnification and Insurance Requirements Affidavit, and ensure the form is complete, including the signature from Proposer’s insurance broker/agent.

18. Conflict of Interest

Complete Attachment L – Conflict of Interest and Political Reform Act Obligations.

VII. EVALUATION

Proposals will be subject to an Initial Review to confirm responsiveness, by determining whether each Proposal includes the stipulated content, required certifications or licensing, etc., and is presented in the required format, in order for the Proposal to advance for evaluation. Any reasonable person reviewing for responsiveness must be able to ascertain that the Proposal meets these requirements.

The evaluation process includes the below categories.. Proposals must meet the minimum requirements set forth in this RFP to be considered responsive. Failure to meet minimum requirements may result in disqualification from further evaluation. Likewise, the listed considerations are possible considerations, and may not be the only factors involved in the evaluation.

A. QUALIFICATIONS AND EXPERIENCE (30 POINTS)

Considerations:

• Proposer background and reputation

• Qualifications of the project team

• Experience with local approval agencies

• Experience with similar services and entities

B. RESERVED

C. TECHNICAL REVIEW (30 POINTS)

• Statement of understanding of the County’s needs

• Work plan and implementation schedule

• Functionality and usability of the proposed JOC system

• Data ownership, export, and transition approach

• Technical support approach, including response and resolution times

• Scheduling

• Training plan, delivery approach, and completion criteria

• Adequacy of support staff and subconsultants

• Value added features, including reporting capabilities and optional AI functionality

Request for Proposal Job Order Contracting

No. ANE223-ANE2C-6430

D. REFERENCES (15 POINTS)

• Satisfactory performance of similar work

• Quality of interactions

• Likelihood of continued use

E INTERVIEW, PRESENTATION, OR…