REQUEST FOR QUOTES (RFQ) 13124

DEPARTMENT OF PUBLIC WORKS

AS-NEEDED RECYCLING TECHNICAL ASSISTANCE FOR UNINCORPORATED BUSINESSES, MULTI-

FAMILY COMPLEXES, AND UNICORPORATED RESIDENTIAL PROPERTIES

June 30, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking quotes from firms interested in providing As-Needed Recycling Technical

Assistance for Unincorporated Businesses, Multi-Family Complexes, and Residential Properties (“Offerors”).

1.1. The Basis of Award will be the price per lot. Offeror should respond to those lots for which it desires to be considered for award. Offeror must respond to all items within a lot to be considered for award of that lot.

2. The contract term is anticipated to be an initial (base) period of one (1) year with four (4) 1-year options. Two contracts will be awarded from this RFQ – Lot 1 for Unincorporated Commercial Businesses and Multi-Family

Complexes and Lot 2 for Unincorporated Residential Properties.

3. The County has posted this solicitation on its official BuyNet website at https://sdbuynet.sandiegocounty.gov/ . To see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors must select “Participate in RFx” for this solicitation in BuyNet.

4. The Contracting Officer for this solicitation is Cassandra Jackson-Grijalva, Procurement Specialist, Cassandra.JacksonGrijalva@sdcounty.ca.gov.

5. Schedule: This timeline is subject to change at any time, at the County’s sole discretion. The County will issue an addendum for changes to the Questions due date, or Quote due date.

Event Description Date and Time (San Diego Time)

Questions due July 13, 2026, prior to 5:00 p.m.

Quotes due July 30, 2026, prior to 5:00 p.m.

6. Questions:

6.1. Offerors should submit all Questions, including requests for clarification related to definition or interpretation of this RFQ, in writing by the Date and Time specified in the Schedule. Offerors should submit Questions via

BuyNet, by sending a message to the Contracting Officer through the “Discussions” functionality.

6.2. Non-Offerors should direct inquiries regarding this solicitation to the Contracting Officer.

7. Table of Contents:

A. Key Information

B. RFQ Instructions and Rules

C. Submittal Items

D. Required Forms

E. Statement of Work

F. Payment Schedule

G. Draft Agreement

MAGGIE RAMSBERGER

INTERIM DIRECTOR

DEPARTMENT OF PURCHASING AND CONTRACTING

5560 OVERLAND AVENUE, SUITE 270, SAN DIEGO, CALIFORNIA 92123-1204

PHONE (858) 505-6367 FAX (858) 715-6452

BRENDA MILLER

ASSISTANT DIRECTOR

https://sdbuynet.sandiegocounty.gov/ mailto:Cassandra.JacksonGrijalva@sdcounty.ca.gov

COUNTY OF SAN DIEGO – REQUEST FOR QUOTATIONS (RFQ) 13124

AS-NEEDED RECYCLING TECHNICAL ASSISTANCE FOR UNINCORPORATED BUSINESSES, MULTI-

B. RFQ INSTRUCTIONS AND RULES

1. INSTRUCTIONS FOR SUBMITTING A QUOTE

1.1. It is Offeror’s responsibility to submit a quote based on the most current RFQ, addenda thereto, County’s responses to Questions, any other information posted on BuyNet, and any diligence material made available by the County. Offerors are advised to regularly check BuyNet for information. The County has no obligation to contact Offerors directly with any such RFQ-related information.

1.1.1. To see all information related to this RFQ, to submit Questions, and to receive notifications of updates, Offerors must select “Participate in RFx” for this solicitation in BuyNet.

1.1.2. If an Offeror is unable to download this document, an Offeror may request a hard copy from Department of Purchasing and Contracting’s front desk or contact clerical support at (858) 505-6367.

1.2. Forms required to be submitted with Offerors response to this RFQ are included in this RFQ or posted on the

County’s web site at: https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html.

1.2.1. The County may update posted forms from time to time. Unless otherwise specified, Offerors may submit the version of a form in place as of the date of the posting of this RFQ or any later version thereof.

1.3. Offeror must submit a complete original quote in accordance with the format provided in this solicitation to the

County of San Diego, Department of Purchasing and Contracting, through electronic upload to BuyNet before the Date and Time listed in Schedule.

1.3.1. If Offeror is unable to submit via BuyNet for any reason, Offeror may submit its quote via email to the

Contracting Officer listed in this document or provide the Purchasing and Contracting front desk with either (i) electronic files on CD/DVD; or, (ii) a printed quote. Offeror must prominently mark such submissions with the RFQ number on the outside of the packaging. Please use this method only if unable to submit through BuyNet.

2. QUESTIONS

2.1. Offerors shall direct requests for explanation regarding the RFQ or related documents to the Contracting

Officer, in writing, as a question (“Question”). Offerors may submit Questions by sending a message to the

Contracting Officer through the “Discussions” functionality in BuyNet.

2.2. The County may choose not to respond to Questions received after the date and time stated in the Schedule for

Question submission. Offeror is responsible for ensuring that Questions are received by the County.

3. QUOTE FORMAT

3.1. Submit electronic quotes as files in .pdf format, except where specified otherwise. For pages other than signature pages, converted and searchable formats are preferred.

3.2. All quotes shall be signed with a handwritten signature by an authorized officer or employee of Offeror.

4. QUOTE ORGANIZATION

4.1. Your quote should be organized in accordance with the Submittal Items in this RFQ.

4.1.1. Offerors shall organize content to correspond to the applicable exhibit and question or item within each exhibit.

4.1.2. Offerors shall separate each exhibit into one or more files, clearly named as to the exhibit and order.

4.1.3. Pages shall be consecutively numbered within each exhibit at the bottom or top margin of each page.

4.1.4. Cost/Price information:

4.1.4.1. Offerors must place all cost and pricing information within the Cost/Price exhibit. Price shall be inclusive of all proposed compensation.

4.2. Confidential/Proprietary information:

4.2.1. The County is a public agency subject to the California Public Records Act, Government Code §

7920.000, et seq. Some or all of the documents submitted in response to this RFQ may be subject to disclosure, and the County intends to publish any resulting contracts to its public website.

https://www.sandiegocounty.gov/content/sdc/purchasing/purchasing-forms.html

4.2.2. It is Offeror’s responsibility to identify and separate into a “CONFIDENTIAL/PROPRIETARY” exhibit and to provide a signed Nondisclosure Indemnification Agreement for:

4.2.2.1. All confidential information that Offeror represents, with legal basis, is exempt from disclosure pursuant to the California Public Records Act, including PI (Personal Information), PII (Personally Identifiable Information), or PHI (Protected Health Information);

4.2.2.2. Any proprietary or other information Offeror represents, with legal basis, is exempt from disclosure under the California Public Records Act and wishes to protect from disclosure.

4.2.3. The “CONFIDENTIAL/PROPRIETARY” exhibit must be clearly labeled with all pages marked as

“CONFIDENTIAL/PROPRIETARY.”

4.2.4. Offeror should reference material in the “CONFIDENTIAL/PROPRIETARY” exhibit where it is needed to respond to a Submittal Item through citation to the “CONFIDENTIAL/PROPRIETARY” exhibit (for example “See response 1 contained within the ‘CONFIDENTIAL/PROPRIETARY’ exhibit for staff Social Security numbers”).

4.2.5. If the County determines that a submission improperly designates information as confidential or proprietary, the County may, at its sole discretion: (i) deem the information releasable; (ii) declare the submission non-conforming/non-responsive; (iii) remove such information, or (iv) take any other appropriate action. (Note: Pricing and Terms and Conditions are generally not confidential under the

California Public Records Act).

5. QUOTE EVALUATION

5.1. Evaluations may consider factors such as technical merit, experience, capacity, history of Offeror compliance, availability, price, and more to determine the quote(s) that provide the best value to the County.

5.2. During evaluation, the County may appropriately consider the sustainability and social, human health, environmental, and economic impact of Offeror’s proposed products and/or approach to providing goods and/or services, in accordance with Board Policy B-67. Therefore, Offerors are encouraged to include relevant information in their quotes, to the degree related to the goods or services sought.

5.3. During evaluation, the County may appropriately evaluate the cultural competency of Offeror and Offeror’s proposed approach to providing goods and services. Therefore, Offerors are encouraged to include relevant information in their quotes, to the degree related to the goods or services sought.

5.4. When evaluating an Offeror’s cost or pricing, the County may also consider the effect of the quote on the overall total cost to the County.

6. COUNTY COMMITMENT

6.1. This RFQ does not commit the County to award a contract, nor does it commit the County to pay any of

Offeror’s costs incurred in the preparation or submission of the quote. Further, Offeror shall not incur any reimbursable cost in anticipation of a contract award.

6.2. Neither Offeror nor any of its representatives shall have any claims whatsoever against the County or any of its respective officials, agents, or employees arising out of or relating to this RFQ or these procedures (other than those arising under a definitive contract with Offeror in accordance with the terms thereof).

6.3. The County reserves the right to separately procure the same or similar goods or services.

6.4. The County may withhold all information regarding this procurement until after negotiations are complete, including, but not limited to: the number of quotes received; the identity of Offeror(s); the content of quotes;

the County’s evaluation and results thereof. Information releasable after the conclusion of negotiations is subject to the disclosure requirements and withholding exemptions of the California Public Records Act.

6.5. Pursuant to County Charter §§ 703.10 and 916, award of a contract resulting from this RFQ may be subject to the County’s requirement to determine that the services can be provided more economically and efficiently by an independent contractor than by persons employed in the Classified Service.

6.6. In the event that an Offeror is involved in a merger, acquisition, or other change in control, the County reserves the right to award a contract to a resulting entity.

7. DILIGENCE AND DUTY TO INQUIRE

7.1. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of, the RFQ or related documents, Offeror shall have a duty to submit a Question to the County.

7.2. Offerors are expected to perform reasonable due diligence with regard to this RFQ and the work required, including, but not limited to, information that is publicly or otherwise reasonably available and, if applicable, information that can be obtained during a site visit (including verification of measurements, conditions, and other attributes). Neither the selected Offeror(s), nor any Offerors, shall be entitled to any price adjustment or other relief based upon information that was discovered or should have been discovered through due diligence.

7.3. The County makes no representation or warranty, express or implied, as to the accuracy or completeness of any diligence material or other information provided by the County or any of its agents, representatives, contractors, or consultants. Such information may reflect good faith assumptions, estimates, or projections, which may or may not prove to be correct.

7.4. Offeror should not rely upon oral statements made or explanations given by the County, including any oral responses to Questions or other inquiries. No prior, current, or post award communication(s) with any officer, agent, or employee of the County shall affect or modify any terms or requirements of this RFQ, except as explicitly provided for in this RFQ.

8. OFFEROR COMMUNICATIONS

8.1. All communications from Offeror (including its employees, agents, and representatives) to the County or its officers and employees (including consultants working on or assisting with this procurement), related to this

RFQ or Offeror’s quote, must be directed in writing exclusively to the Contracting Officer, unless otherwise authorized in writing by the Contracting Officer. Offerors shall not communicate with or attempt to contact any other County personnel about this solicitation, except as otherwise allowed for in this RFQ or by law. Any improper contact may, at the County’s sole discretion, cause Offeror to be removed from consideration for contract award.

8.2. If Offeror issues any public announcement or otherwise engages in communication that, in the County’s sole determination, compromises the integrity of this RFQ process or attempts to restrain competition, Offeror may be removed from consideration for award.

8.3. Audio and/or video recording of presentations, discussions, negotiations, or other communications with the

County regarding this RFQ are prohibited, unless specifically authorized in writing by the Contracting Officer.

9. SOLICITING EMPLOYEES

9.1. Until contract award, Offerors shall not, directly or indirectly, solicit any employee of the County to leave the

County’s employ in order to accept employment with Offeror, its affiliates, actual or prospective contractors, or any person acting in concert with Offeror without prior written approval of the County’s Contracting Officer.

This paragraph does not prevent the employment by Offeror of a County employee who has initiated contact with Offeror.

10. PROHIBITED CONTRACTS AND SUBCONTRACTS

10.1. In accordance with Section 67 of the San Diego County Administrative Code, the County shall not contract with, and shall reject any quote submitted by, the person or entities specified below, unless the Board of

Supervisors finds that special circumstances exist which justify the approval of such contract:

10.1.1. Persons employed by the County or of public agencies for which the Board of Supervisors is the governing body;

10.1.2. Profit-making firms or businesses in which employees described in subsection 11.1.1 serve as officers, principals, partners, or major shareholders;

10.1.3. Persons who, within the immediately preceding twelve (12) months, came within the provisions of subsection 11.1.1 and who (i) were employed in positions of substantial responsibility in the area of service to be performed by the contract; or, (ii) participated in any way in developing the contract or its service specifications; and

10.1.4. Profit-making firms or businesses in which the former employees described in subsection 11.1.3 serve as officers, principals, partners, or major shareholders.

10.2. Per Board Policy A-79, a successful Offeror that is a non-profit corporation shall not subcontract any work under the agreement with a related for-profit subcontractor where an interlocking directorate, management, or ownership relationship exists, unless specifically authorized by the Board of Supervisors.

10.3. Offeror certifies that, if awarded a contract under this RFQ, such contract will be in compliance with Sections

11.1 and 11.2 above. Offeror shall promptly notify the County of any change in circumstance affecting these provisions.

11. CALIFORNIA REVENUE & TAXATION CODE § 18662

11.1. In compliance with California Revenue and Taxation Code § 18662, if Offeror is a non-resident of California

(out-of-state invoices) that receives California source income and has not completed Franchise Tax Board Form

590, there may be a backup withholding on all payments. Fifteen (15) business days prior to the first payment from the County, new suppliers or suppliers with expired forms or forms with incorrect information must submit new forms to the County (forms are available from the Franchise Tax Board website listed below).

11.2. Under certain circumstances, Offerors may be eligible for reduced or waived nonresident withholding. If

Offeror has already received a waiver or a reduced withholding response from the State of California and the response remains valid, Offeror should submit the response to the County in lieu of the forms. Failure to submit the required forms will result in withholding of payments. Offerors should access the Franchise Tax Board websites, listed below, for tax forms and relevant information regarding non-resident withholding, including waivers or reductions. The County will not give Offerors any tax advice. It is recommended that Offerors speak with their tax advisers and/or the State of California for guidance.

Franchise Tax Board Websites:

https://www.ftb.ca.gov https://www.ftb.ca.gov/forms/search/

11.3. If selected for award, Offeror must submit applicable forms to the Auditor & Controller via fax, at (858) 694-

2060, or mail originals to: County of San Diego, 5530 Overland Avenue, Suite 410, San Diego, CA 92123. The

P.O. Number or Contract Number (if available) and “California Revenue and Taxation Code § 18662” must appear on fax cover sheet and/or the outside of the mailing envelope.

12. W-9 FORM

12.1. If selected for award, Offeror must complete and submit a W-9 form if a current form is not on file with the

County.

https://www.ftb.ca.gov/ https://www.ftb.ca.gov/forms/search/

C. SUBMITTAL ITEMS

1. EXHIBIT 1 – REQUIRED FORMS

1.1 Submit a completed and signed Offeror’s Cover Page (PC600) form

• Required for all Offerors

• Located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf

1.2 Submit a completed and signed Representations and Certifications form (PC601)

• Required for all Offerors

• Located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf

1.3 Submit a completed and signed Small-Local Business Self-Certification Form (PC610)

• All Offerors are encouraged to complete this form to support County data collection.

• Located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf

1.4 Submit a completed and signed Nondisclosure Indemnification Agreement (PC620) (if applicable).

• Required if submitting Confidential/Proprietary Information (see RFQ Instructions and Rules section 4.2)

• Located at:

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf

2. EXHIBIT 2 – PROGRAM/TECHNICAL EXHIBIT

2.1 Technical Approach

2.1.1 Confirm (YES/NO) your agreement to comply with the Exhibit A – Statement of Work requirements as stated.

Yes No

2.1.1.1 If yes, describe how your organization intends to meet the Exhibit A – Statement of Work requirements outlined in section 3 and 4. In your description, include techniques that you will utilize to encourage compliance and steps that you would take when you encounter non-compliance.

2.1.2 Describe how personnel will be efficiently located to provide services as part of this agreement. Include in the description:

2.1.2.1 Detail the office location of all personnel proposed to be available to provide services related to work under this agreement.

2.1.2.2 Detail the availability of all personnel proposed to be available to provide services related to work under this agreement.

2.1.2.3 Describe all applicable primary and subcontractor references available to support the services.

2.1.3 Describe how your firm manages project performance to ensure for example that schedules and budgets are adhered to; on-going project risks are identified and mitigated, and project status updates are provided to customers. Include in your description:

2.1.3.1 Internal/External processes established to ensure project performance and tracking.

2.1.3.2 Any applicable tools utilized to ensure performance.

2.1.4 Describe how your firm manages quality assurance to ensure that quality of work product delivered to the County.

Include in your description:

2.1.4.1 Established processes to ensure quality.

2.1.4.2 Internal peer review processes.

2.1.4.3 Any applicable tools utilized to ensure quality assurance.

2.2 Offeror and Offeror Personnel Experience, Qualifications and Capacity https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC610_dpc_Small_Local_Self_Cert.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf

2.2.1 Confirm (YES/NO) Offeror has experience in conducting recycling technical assistance, implementing waste diversion programs, and providing outreach and education to Commercial Businesses.

Yes No

2.2.1.1 If yes, please describe this experience in detail. Provide at least three (3) examples. Include in your description:

2.2.1.1.1 Client Name.

2.2.1.1.2 A summary description of the work that your firm performed.

2.2.1.1.3 Project Start Date/End Date.

2.2.2 Confirm (YES/NO) Offeror has experience in conducting recycling technical assistance, implementing waste diversion programs, and providing outreach and education to Multi-Family Complexes with five (5) or more units.

Yes No

2.2.2.1 If yes, please describe this experience in detail. Provide at least three (3) examples. Include in your description:

2.2.2.1.1 Client Name.

2.2.2.1.2 A summary description of the work that your firm performed.

2.2.2.1.3 Project Start Date/End Date.

2.2.3 Confirm (YES/NO) Offeror has experience in conducting recycling technical assistance, facilitating workshops and events, and providing outreach and education to Residential Properties.

Yes No

2.2.3.1 If yes, please describe this experience in detail. Provide at least three (3) examples. Include in your description:

2.2.3.1.1 Client Name.

2.2.3.1.2 A summary description of the work that your firm performed.

2.2.3.1.3 Project Start Date/End Date.

2.2.4 Provide a list of all sub-contractors who are being utilized to perform services related to this agreement. For each proposed sub-contractor:

2.2.4.1 Describe the role/tasks to be performed.

2.2.4.2 Provide a list of relevant projects of similar scope to the work being performed by sub-contractors within the past five (5) years. For each project example listed include:

2.2.4.2.1 Client Name.

2.2.4.2.2 A summary description of the work performed by the sub-contractor.

2.2.4.2.3 Project Start Date/ End Date.

2.2.4.3 If subcontractors are not being proposed, please state “N/A” in this section.

2.2.5 References. Provide three (3) business references for whom your organization has provided services of similar scope and size with the County requirements. Include in your description:

2.2.5.1 Customer/Agency name.

2.2.5.2 Contact details (address, phone number, and email address).

2.2.5.3 A description of the similarities in scope to that of the County’s project.

2.2.5.4 Date of contract award and contract expiration.

Please do not include County of San Diego Personnel as references.

2.2.6 Provide the names of personnel available to be assigned to provide services as part of this agreement for each of the three positions as outlined in the Exhibit A Statement of Work (Recycling Specialist 1 and Recycling

Technician 1 & 2). Include for all personnel:

2.2.6.1 Pertinent experience that supports their assignment to the positions outlined.

2.2.6.2 Applicable additional qualifications (educations, certifications etc.)

DO NOT include any personal information on resumes such as social security numbers, home addresses, personal phone numbers, etc.

3. EXHIBIT 3 – COST/PRICE EXHIBIT

3.1 Submit a completed Payment Schedule.

4. EXHIBIT 4 – ACCEPTANCE OF TERMS AND CONDITIONS

4.1 Confirm acceptance “YES/NO” of the County of San Diego’s Draft Agreement (including insurance requirements):

YES ☐ NO ☐

4.1.1 If “NO,” provide a detailed list of exceptions to the terms and conditions, the nature of its concern, and what terms the Offeror is willing to accept.

Note: The Offeror will be deemed to have accepted any terms and conditions of the Contract to which it does not take exception to. The County may, as part of its evaluation process, conclude that exceptions are so numerous and/or material as to make Offeror’s response to the solicitation unacceptable.

5. EXHIBIT 5 – CONFIDENTIAL PROPRIETARY

5.1 Include any Confidential/Proprietary Information in this exhibit, in accordance with RFQ Instructions and Rules section 4.2

D. REQUIRED FORMS

(RESERVED)

E. STATEMENT OF WORK

1. Scope of Work

The County has a requirement for As-Needed Recycling Technical Assistance for Unincorporated Commercial Businesses and

Multi-Family Complexes – Lot 1, and Unincorporated Residential Properties – Lot 2. The County of San Diego’s (County) recycling programs are intended to increase diversion of recyclable and organic materials from landfills, conserve landfill capacity, extend the useful life of local landfills, promote edible food recovery operations, and support compliance with State and local waste diversion requirements. The County has set a goal of diverting eighty percent (80%) of all waste in the unincorporated areas by

2030. To support this goal, the County is requesting as-needed professional solid waste planning and recycling support services.

2. Background

The scope of work encompasses providing professional assistance to waste generators within the unincorporated areas of the County of San Diego by implementing a comprehensive diversion program at various facilities and properties. Technical assistance and services will be provided to both densely and sparsely populated areas within the unincorporated areas of the County of San Diego.

Densely populated areas include census tracts that have a population density of seventy-five (75) or more people per square mile, such as Spring Valley, Lakeside, Ramona, Fallbrook, etc. Sparsely populated areas include census tracts that have a population density of less than seventy-five (75) people per square mile, such as Campo, Boulevard, Borrego Springs, Descanso, etc. This scope of work will primarily focus on properties that are required to comply with the County’s Solid Waste Ordinance, Assembly

Bills 341, 827, 1826, and Senate Bill 1383. For the purposes and execution of the scope of work, the Contracting Officer’s

Representative shall be referred to as the COR. Projects will be assigned based on level of work required and availability of funds.

Most of the work will be performed in the field or in the consultant’s office. Consultants will be available on an on-call basis to work in the County office at the Recycling Technician or higher level.

UNINCORPORATED COMMERCIAL BUSINESSES, MULTI-FAMILY COMPLEXES, AND RESIDENTIAL PROPERTIES

3. Services for Unincorporated Commercial Businesses and Multi-Family Complexes – Lot 1

Commercial waste generators include business, for-profit and non-profit organizations, and multi-family complexes with five (5) or more units.

3.1 Market Discovery and Market Development

3.1.1 This phase includes identifying waste generators by their Standard Industrial Classification (SIC), square footage, number of employees/tenants/etc., whether they are a food generator, address, business name, and/or other relevant contact information/data. Primary focus of work should follow a hierarchy of largest to smallest generators of waste in each category while being mindful to cluster sites by community as they are being identified. Contractors may need to contact waste haulers to determine waste generation.

3.1.2 Project facilities will be provided by the COR unless otherwise directed.

3.1.3 Project facilities proposed by the contractor will be approved by the COR prior to engagement.

3.2 Commercial Technical Assistance and Support

3.2.1 Commercial technical assistance and support may include but is not limited to waste assessments, waiver assessments, self-haul checks, material deliveries, and door-to-door outreach.

3.2.2 Contractor shall develop and/or maintain training materials for Contractor’s staff and subcontractors on program implementation.

3.2.3 Contractor shall maintain correspondence (including phone calls, emails, and mail) with waste generators, waste haulers, County personnel, and other applicable stakeholders.

3.2.4 Once the contractor has been supplied with or identified a list of commercial generators, they may be required to reach out via email and/or telephone to inform the site of an upcoming County assessment or site visit.

3.2.5 The exact outreach protocol shall depend on the participation level of the site but may include:

3.2.5.1. Regulation overview: Contractor shall visit commercial sites to introduce and/or inform owner/management of local and state recycling requirements. Outreach should focus on educating commercial sites on regulations and preparing them for the County’s waste assessment and enforcement processes.

3.2.5.2. Onsite material distribution: Contractor shall provide and review educational materials and resources provided and/or approved by the COR to owner/management. If owner/management is unavailable, contractor may instead provide a packet to onsite staff containing County notice and approved educational materials and resources.

3.2.5.3. Follow-up: Following outreach to a commercial site, Contractor shall write and send an email summarizing local and state recycling requirements as well as digital copies of educational materials and resources provided and/or approved by the COR to owner/management.

3.2.6 For assessments, notices stating the time/date of the inspection shall be sent to each property’s email and/or physical address in advance. Introductory meetings should include an onsite meeting and observational and/or physical audits of the trash, recycling, and organics streams.

3.2.7 The exact waste audit protocol shall depend on the participation level of the site but may include:

3.2.7.1 Records examination: Examination of required documentation relevant to program compliance. Examples of records include but are not limited to; self-haul receipts/forms/logs, County-issued waivers, waste hauler invoices, and agreements with landscaping service providers, food recovery organizations and/or services, and other waste material handlers.

3.2.7.2 Onsite property walkthrough: A visual assessment and discussion of the activities and waste generation throughout the commercial property. The walkthrough focuses on waste generation, operational activities, equipment, waste diversion practices, and food recovery programs (if applicable).

3.2.7.3 Visual Audit: A visual waste audit involves inspecting internal and external trash, recycling, and organics containers to assess contamination, container fullness, and adequacy of waste collection service levels. The audit shall also assess whether a property has an adequate size, number, and co-location of containers and signage for waste diversion. The visual audit may include an assessment of eligibility for a County-issued waiver and/or self-haul application. All visual waste audits shall include photographic evidence to document and support findings.

3.2.7.4 Hands on Sort: This step may not be needed for every site. Results from the visual audit shall determine if a waste sort is necessary. A waste sort involves sorting and physically inspecting samples collected over a specific period. Samples help identify each type of waste material and provide a quantified estimate of the total waste generated. Photographs and site measurements should be included in the audits to reference the project. At least the top one-third (1/3) of a representable sample of the dumpsters and/or other receptacles should be inspected for contamination.

3.2.7.5 Follow-up: Contractor shall present the audit findings, review client goals, discuss how changes shall increase diversion, and implement a program to meet or exceed regulatory requirements. Contractor shall write a report of recommended actions to bring site into compliance as well as make suggestions that can take a diversion program above and beyond.

3.2.8 A report must be generated for each property visited and/or assessed and submitted to the COR. The reports may include but are not limited to the following elements as determined by the COR:

3.2.8.1. Contact information for commercial sites, owner/management, and/or waste hauler account holder.

3.2.8.2. Name of waste hauler and description of waste collection services.

3.2.8.3. Designation of compliance status.

3.2.8.4. A list of required actions that will bring the property into compliance with local and state requirements.

3.2.8.5. A list of suggested actions that could be added in the future to further enhance the property’s program.

3.2.8.6. A summary of assessment findings and records provided.

3.2.8.7. A list of materials contaminating each waste stream pre implementation.

3.2.8.8. A list of materials being diverted pre implementation.

3.2.8.9. Pictures from the onsite walkthrough and waste sort activities.

3.2.8.10. A list of follow-up/monitoring dates to ensure the property remains in compliance with all laws and regulations.

3.2.9 Contractor may follow up with commercial sites that request additional County-provided materials and/or equipment for improving recycling and organic waste diversion programs. Contractor shall coordinate and schedule material deliveries with commercial sites with the approval of the COR.

3.2.10 Following an initial assessment, Contractor shall follow up with each site according to the timeline provided by the

COR to confirm that diversion programs are working as intended. As part of this follow‑up, Contractor may be required to conduct additional visual waste audits to verify that trash, recycling, and organics containers have minimal contamination.

3.2.11 Contractor shall, as directed by the COR, assist in addressing implementation delays and contamination issues, and shall follow up with waste haulers to relay waste collection service needs and quality of service.

3.2.12 Reports, photos, and/or documents from properties may additionally need to be uploaded into a compliance tracking software program, including but not limited to Excel and Recyclist.

3.2.13 If a property is non-compliant or unwilling to work with the contractor towards becoming compliant, contractor shall inform the site that their property details shall be given to an enforcement officer at the County for further action.

3.3 Reporting Requirements

3.3.1 Contractor shall submit a Program Tracking Report (PTR) with each monthly invoice.

3.3.2 The COR shall provide a template for the PTR to the Contractor at the initial kickoff meeting. The COR reserves the right to revise the reporting template and reporting requirements at any time, as needed.

3.3.3 For commercial programs, monthly reporting includes but is not limited to the following elements as determined by the COR:

3.3.3.1 Information from commercial site visits:

3.3.3.1.1 Account name

3.3.3.1.2 Service address

3.3.3.1.3 Property type

3.3.3.1.4 Date of site visit

3.3.3.1.5 Type of site visits performed (outreach, assessment, material delivery, etc.)

3.3.3.1.6 Contact information for sites, including owner, property management, and/or waste hauler account holder.

3.3.3.1.7 Number and types of County-provided materials and/or equipment provided to commercial generators.

3.3.3.2 Information required for Jurisdictional Runoff Management Plan (JRMP) reporting:

3.3.3.2.1 Watershed

3.3.3.2.2 District number

3.3.3.2.3 Number of attendees and target audience for presentations

3.3.3.2.4 Duration of site visit.

3.3.4 Contractor shall submit a final PTR that summarizes activities throughout the contract year. A summary of accomplishments and a status report on the achievement of goals should be included. If goals were not fully met, an explanation should be provided. Recommendations for future activities within this sector should also be included.

4. Services for Unincorporated Residential Properties – Lot 2

Residential waste generators include single-family residences and multi-family complexes with four (4) or fewer units.

4.1 Residential Technical Assistance and Support

4.1.1 Residential technical assistance and support may include but is not limited to events/workshops, social media campaigns, and field work.

4.1.2 Contractor shall develop and/or maintain training materials for Contractor’s staff and subcontractors on program implementation.

4.1.3 Contractor shall maintain correspondence (including phone calls, emails, and mail) with residents, event/venue facilitators, waste haulers, County personnel, and other applicable stakeholders.

4.1.4 Contractor shall provide technical assistance and support to promote diversion, reuse and repair, and other sustainable practices.

4.1.5 Contractor shall facilitate and/or support technical assistance sessions, workshops, and events for unincorporated residents.

4.1.5.1. To assist with facilitation of workshops/events in unincorporated regions of San Diego County that may require volunteer coordination, a fixed unit price for Volunteer Coordination and Support will be included in

Exhibit C—Payment Schedule.

4.1.5.2. Volunteer Coordination and Support shall only be utilized for workshops/events whose travel distance is greater than thirty-five (35) miles from the County Operations Center (located at 5510 Overland Ave Suite

310, San Diego, CA 92123), contractor’s site of operations, or a location otherwise determined by the COR.

4.1.5.3. Compensation for Volunteer Coordination and Support shall be utilized to develop and support a sustainable volunteer workforce for workshops/events. Eligible activities may vary (including training, transportation, etc.), pending approval of the COR.

4.1.5.4. The units for this fund shall be limited to a maximum of five (5) events or workshops per fiscal year that meet the required travel-distance criteria.

4.1.5.5. Utilization of this fund is subject to approval of the COR prior to execution of task.

4.1.6 Any technical assistance sessions, workshops, and events coordinated by the Contractor must include social media toolkits, which may include but are not limited to graphics, captions, relevant hashtags and account tags to promote the event. Any materials created under the contract must be provided to the COR, at least one month prior to the scheduled session, workshop, or event. All assets must be approved by the COR prior to dissemination.

4.1.6.1. To assist with engagement of events/workshops in unincorporated regions San Diego County, a fixed unit price for Advertising/Promotion will be included in Exhibit C—Payment Schedule.

4.1.6.1.1. The COR may request additional advertising and promotion for certain events. Additional promotions may include services such as local newspaper advertisements, social media boosts, etc.

4.1.6.1.2. The units for this fund shall be limited to a maximum of ten (10) events or workshops per fiscal year.

4.1.6.1.3. Utilization of this fund is subject to approval of the COR prior to execution of task.

4.1.7 Contractor shall develop feedback forms to be administered prior to and/or following any technical assistance session, workshop, or event.

4.1.7.1. Feedback forms shall be designed to collect information regarding participant demographics, program effectiveness, satisfaction, and any additional metrics identified by the COR.

4.1.8 Contractor may investigate complaints received by the County on potential Solid Waste Ordinance violations at residential properties, actions may include but are not limited to emails, phone calls, and visual inspections.

4.1.8.1. Contractor shall capture photographic evidence during investigations of residential complaints and ordinance violations to verify the compliance status of residential properties.

4.1.9 If a property is non-compliant or unwilling to work with the contractor towards becoming compliant, contractor shall inform the site that their property details shall be given to an enforcement officer at the County for further action.

4.2 Reporting Requirements

4.2.1 Contractor shall submit a Program Tracking Report (PTR) with each monthly invoice.

4.2.2 The COR shall provide a template for the PTR to the Contractor at the initial kickoff meeting. The COR reserves the right to revise the reporting template and reporting requirements at any time, as needed.

4.2.3 For residential programs, monthly reporting to COR includes but is not limited to the following:

4.2.3.1. Track number of registrations and attendees for events/workshops.

4.2.3.2. Track other statistics requested by the COR on results and accomplishments from events/workshops.

4.2.3.3. Track statistics on engagement and interactions from social media campaigns.

4.2.3.4. Responses from feedback form submissions.

4.2.3.5. Details of correspondence, investigations, and compliance status of residential complaints and ordinance violations.

4.2.4 Contractor shall submit a final PTR that summarizes activities throughout the contract year. A summary of accomplishments and a status report on the achievement of goals should be included. If goals were not fully met, an explanation should be provided. Recommendations for future activities within this sector should also be included.

5. Administration

5.1 Task Orders

5.1.1 This is a contract for As-Needed Recycling Technical Assistance for Unincorporated Commercial Businesses and

Multi-Family Complexes – Lot 1, and Unincorporated Residential Properties – Lot 2 as specified in individual task orders (TO). Performance shall be made only as authorized by TOs issued by the County.

5.1.2 The COR shall issue task orders for work to be performed under this agreement (see Exhibit A Statement of Work

Attachment 1). Pricing shall be in accordance with the fully burdened hourly rates established in the Exhibit C –

Payment Schedule.

5.2 Meeting Requirements

5.2.1 Contractor shall schedule and conduct bi-monthly meetings with the COR, and other County staff as needed.

5.2.1.1. Meeting locations may be virtual or onsite, at the discretion of the COR.

5.2.2 Meetings shall be limited to three (3) key Contractor staff, with additional attendees’ participation subject to the approval of the COR.

5.2.3 Meeting agenda shall be submitted to the COR at least three (3) business days prior to the meeting, and minutes distributed no more than five (5) business days following the meeting with action items.

5.2.4 Meeting frequency may change as deemed appropriate by the COR.

5.3 Environmental Stewardship

5.3.1 Adhere to the County’s environmental stewardship priorities, which include reducing or diverting solid waste;

decreasing electricity and water consumption; lowering greenhouse gas emissions; minimizing stormwater pollution;

and reducing the use of hazardous substances.

5.3.1.1. Contractor’s environmental practices shall comply with applicable federal, state, and local environmental requirements.

5.3.1.2. Contractor shall plan routes to prioritize efficiency and reduce greenhouse gas emissions. Contractor shall coordinate carpooling systems if available and when applicable.

5.3.1.3. Contractor shall prioritize environmentally sustainable materials and processes, including using recycled paper with at least thirty (30%) post-consumer content and soy-based inks, for all County requested print materials.

5.4 Compensation

5.4.1 Payment for services described in Exhibit A—Statement of Work will be on a fixed price basis and occur after the

COR reviews and accepts the original monthly invoice in accordance with this Exhibit C—Payment Schedule.

5.4.2 Contractor shall be compensated based on rates in Exhibit C—Payment Schedule for services authorized by the COR.

Payment for services will be billed at fixed hourly rates or fixed unit prices in accordance with Exhibit C—Payment

Schedule.

5.4.2.1. The fixed rate prices are “fully loaded” rates to include all Contractor’s indirect and direct costs to provide the services. Costs in addition to the fixed unit prices shall not be invoiced.

5.4.3 Tasks shall be assigned and billed by appropriate level staff in accordance with the fixed hourly rates listed in Exhibit

C—Payment Schedule and detailed in Position Classification and Roles in Exhibit A—Statement of Work.

5.4.4 Most complex tasks shall be completed by a Recycling Specialist I. If the Recycling Specialist I completes work associated with a Recycling Tech 1 or 2, the work shall be billed at the hourly rate associated with that task category or as otherwise determined by the COR.

5.5 Invoicing

5.5.1 Contractor shall submit a monthly invoice to the COR no later than the 15th of each month until completion. July invoices shall be requested earlier to accommodate County fiscal deadlines.

5.5.2 Invoices should at a minimum include the following information:

5.5.2.1 Vendor name

5.5.2.2 Purchase order number

5.5.2.3 Invoice date

5.5.2.4 Unique invoice number

5.5.2.5 Work sites and miles traveled

5.5.2.6 Description of work performed

5.5.3 Contractor shall include all supplemental and reporting documents with invoices as requested by the COR.

5.5.3.1 Supplemental documents may include but are not limited to timesheets, copies of invoices for any staff or subcontractors, details of work completed, and mileage logs.

5.5.4 The COR reserves the right to revise invoicing requirements at any time, as needed.

6. Position Classifications and Roles

Examples of tasks performed at each duty level.

6.1 Recycling Tech 1 (RT1)

6.1.1 Limited client interaction (emails, phone calls, site scheduling, etc.)

6.1.2 In-office administrative support duties

6.1.3 Data entry

6.1.4 Printing and stuffing mailers

6.1.5 Updating marketing materials and assets

6.1.6 Updating email flyer/content and social media campaigns

6.1.7 Material delivery

6.1.8 Residential complaint investigation

6.1.9 As-needed support for County meetings

6.1.10 Commuting for site visits, outreach, events, etc.

6.2 Recycling Tech 2 (RT2)

6.2.1 Client interaction and program follow-up

6.2.2 Complete Outreach Protocol including:

6.2.2.1. Regulation Overview

6.2.2.2. Onsite Material Distribution

6.2.2.3. Follow-up

6.2.3 Complete Assessment Protocol including:

6.2.3.1. Record Examination

6.2.3.2. Onsite Property Walkthrough

6.2.3.3. Visual Audit

6.2.3.4. Hands on Sort

6.2.3.5. Follow-up

6.2.4 Onsite workshop/event support

6.2.5 Creating marketing materials and assets

6.2.6 Creating email flyer/content and social media campaigns

6.2.7 As-needed support for County meetings

6.3 Recycling Specialist I (RS1)

6.3.1 Program coordination and implementation

6.3.2 Project coordination and scheduling

6.3.3 Creating specific programs goals and action items

6.3.4 Billing, accounting, and reporting

6.3.5 Coordination of County meetings

6.3.6 Facilitation of workshops and events

6.3.7 Build relationships with stakeholders

6.3.8 Onsite meetings with key stakeholders

6.3.9 Coordinate diversion program and education

6.3.10 Research and analyze information for diversion implementation

6.3.11 Execution of technologies for marketing campaigns

6.3.12 Hauler coordination

Attachment 1

Task Order Process

1.1 All service work shall be initiated through individual task orders issued after contract award. No work shall commence without written authorization from the County.

1.2 Firm Fixed Price (FFP) Task Orders. For tasks with a defined scope, the Contractor, if requested by the COR, shall submit a Firm Fixed Price (FFP) proposal. The contents of the proposal shall be determined by the COR.

1.3 If the requested work complies with the contract terms and pricing structure and is determined to be fair and reasonable, COR will prepare a Task Order and will send it to the Contractor for signature. A Task Order signed only by the

Contractor is not a Notice to Proceed; the Task Order is fully executed only when signed by the County. Task Order shall align with the Firm Fixed Pricing in the Payment Schedule and include:

1.3.1 A detailed Statement of Work (SOW)

1.3.2 A description of all required services and deliverables

1.3.3 Supporting documentation sufficient to determine that the proposed price is fair and reasonable and in accordance with the contract terms and pricing structure (if requested)

1.4 The Contractor returns the signed Task Order to the COR, then the COR obtains the required signatures.

1.5 The COR will send a copy of the fully executed Task Order to the Contractor. Once all required signatures are obtained, the COR will provide the Contractor with a Notice to Proceed with instructions on how to coordinate the work.

1.6 Task Orders are subject to audit by the Department of Purchasing & Contracting, which may be conducted at any time during the duration of the contract.

1.7 The COR reserves the right to amend a Task Order as needed.

TASK ORDER FORM

CONTRACTOR: CONTRACT NO:

TASK ORDER DATE: AMENDMENT DATE

TASK ORDER NO: AMENDMENT NO:

Description of the Complete Scope of Services:

Check One: Standard Priority High Priority

Board Policy B-53a requires Small Local Business participation of 3% for all Service procurements that are not exempt from the SLB requirement and are estimated (by the County) to exceed one million dollars annually. In the case of indefinite delivery/indefinite quantity Service contracts (also referred to as As- Needed Services Contracts), the 3% SLB participation will be applied to the value of each individual task order. SLB documentation shall be submitted with the response to each individual task order. SLB participation is always encouraged, but not required for task orders less than one million.

Total Cost of Task Order Services: $ Check One: Firm Price Not to Exceed Estimate

Other services required to complete this project:

Contractor shall provide all equipment, furnish all materials, except as may otherwise be noted above, and perform all services described in this Task Order.