rfq_13287_full package.pdf

REQUEST FOR QUOTES (RFQ) 13287

SAN DIEGO COUNTY FIRE

HISTORICAL, CULTURAL, AND BIOLOGICAL RESOURCE SERVICES

July 15, 2026

A. KEY INFORMATION

1. The County of San Diego is seeking quotes from firms interested in providing Historical, Cultural, and Biological Resource Services (“Offerors”).

2. The County anticipates a contract term of an initial (base) period anticipated to begin September 1, 2026 through December 31, 2027, with two (2) one-year option periods.

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 Vanessa Rios, Procurement Contracting Specialist, (vanessac.rios@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 24, 2026 prior to 5:00 p.m.

Quotes due August 17, 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 G. MILLER

ASSISTANT DIRECTOR

https://sdbuynet.sandiegocounty.gov/ mailto:vanessac.rios@sdcounty.ca.gov

COUNTY OF SAN DIEGO – REQUEST FOR QUOTATIONS (RFQ) 13287

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:

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

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.

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.

5.5. When evaluating Offeror’s quote, the County will appropriately consider the proposed purchase, acquisition, or use of goods, products, and materials produced in the United States, in accordance with 2 CFR § 200.322. Offeror should include information relevant under section 200.322 in its quote in order to be considered for such preference during evaluation.

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.

13. PREVAILING WAGE

13.1. Reserved.

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

C. SUBMITTAL ITEMS

Offeror’s response to these Submittal Items shall be no more than ten (10) pages, excluding (disclosures, financials, sample reports, etc.)

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.p df

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_Indemn ity.pdf

2. EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT

2.1 Byrd Anti-Lobbying Amendment certification: Confirm (YES/NO). Offeror certifies that it and its subcontractors will not and have not used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant or any other award covered by 31 U.S.C. § 1352. List as a disclosure any lobbying with non-federal funds that takes place in connection with obtaining any federal award by Offeror or Offeror’s subcontractors.

YES ☐ NO ☐

2.2 Provide a statement that Offeror has read, understands, and accepts the Statement of Work (SOW). If Offeror does not accept all portions of the SOW, then provide a marked up redline version of the SOW that provides applicable alternative language with an explanation to support any alternative standards/language being proposed. Failure to specifically reject a proposed requirement(s) will be deemed an acceptance of such requirement. By accepting, Offeror may not introduce negotiations to the SOW requirements upon award.

2.3 Offeror’s Resumes: Provide brief resumes of the Offeror’s experience within the last five (5) years in providing the following services as described in the Statement of Work (SOW).

2.3.1 Architectural History Subject Matter Expert

2.3.2 Archeology Subject Matter Expert

2.3.3 Biological Subject Matter Expert

https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Page.pdf 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/PC610_dpc_Small_Local_Self_Cert.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC620_dpc_Nondisclosure_Indemnity.pdf

2.3.4 Botany Subject Matter Expert

2.3.4.1 Include the proposed position title from the SOW on each resume.

2.3.4.2 Resumes should include sufficient details to demonstrate that the individual is qualified for their assigned position. Provide a history of relevant education, experience, and any professional licenses or certifications applicable to their role.

2.3.4.3 For prospective employees not currently on staff, include a dated letter signed by each individual confirming their commitment to accept employment if a contract is awarded to the Offeror’s organization. These letters should be placed immediately after the individual's resume.

NOTE: Do not include personally identifiable information, such as Social Security numbers, home addresses, or phone numbers, etc.

2.4 References: Provide a minimum of three (3) positive business references, for the Offeror’s most relevant similar projects or programs within the past five (5) years. Each reference should be summarized in no more than one (1) page and should include the following:

2.4.1 Reference organization’s name and purpose.

2.4.2 Reference organization’s mailing address, phone number, and email address.

2.4.3 Contact persons representing the reference organization, title, phone, and email address. The referenced contact person must be familiar with the Offeror, and the Offeror’s relevant experience and performance.

2.4.4 Brief statement of the person’s or organization’s relationship to the Offeror and the period of the relationship.

2.4.5 A summary narrative of the applicable work provided; fee and contract term for the work; if the program’s service was completed within the original contract fee and term (explain reasons for any fee increase and delays); problems encountered and resolutions; contract objectives and results. Explain how the experience gained could be beneficially applied to this project.

2.4.6 If previous work was not similar, list three (3) positive references who can attest to the Offeror’s competency.

NOTE: County staff may verify the information. The County will make reasonable attempts to contact any reference, and the inability to contact a reference may be treated as an unfavorable reference for evaluation purposes. An unfavorable response is a response from a listed reference stating they would not enlist the organization to perform services again in the future, or comments provided that the County deems to be substantially negative or reflective of substandard service.

The County reserves the right to contact County departments or any other agency for which the organization has previously performed under contract. The County also reserves the right to make its own inquiries to other sources for which services have been performed but are not listed. The County may, at its sole discretion, disqualify a vendor if the requested number of references stated is not provided or responses are considered unfavorable.

DO NOT USE SAN DIEGO COUNTY OF SAN DIEGO STAFF AS REFERENCE.

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/Purpose

Contractor shall provide potential environmental impacts associated with the California Wildfire Mitigation Program (CWMP) Home Hardening Initiative in the proposed project areas, including those identified through biological, archaeological, architectural, and historical services for Phase II, “issue” parcels.

2. Background Information

2.1. The County of San Diego is currently working with the California Governor’s Office of Emergency Services to pilot the California Wildfire Mitigation Program (CWMP), which will be funded, in part by a FEMA Hazard Mitigation Grant. The CWMP Home Hardening Initiative aims to perform defensible space and retrofit measures on existing residential homesites to mitigate against wildfire losses. The program proposes to target three areas within San Diego County: Dulzura, Potrero, and Campo. The infusion of federal funds into the program requires compliance with federal and state environmental regulations, including National Environmental Policy Act (NEPA), California Environmental Quality Act (CEQA), and National Historic Preservation Act (NHPA) Section 106. As such, the San Diego County Fire Protection District (SDCFPD) seeks the professional services of qualified Subject Matter Experts (SME’s) to inform the County of possible environmental impacts of this program in the proposed project areas, including biological, archaeological, architectural, and historical research services.

2.2. Eligible mitigation measures are identified under the program guidelines and may vary by property based on site-specific conditions and assessed wildfire risk. Project areas include residential parcels that have undergone varying levels of environmental and cultural resource review in coordination with applicable federal, state, and local requirements. A substantial portion of the project area has previously been evaluated through environmental screening and resource analysis utilizing available mapping databases, historic resource records, and other regulatory data sources to identify potential environmental, cultural, and historic considerations. Parcels determined to have no identified environmental or cultural concerns were cleared for implementation activities.

2.3. Additional parcels within the project area may require further environmental or cultural evaluation prior to implementation depending on site-specific conditions and regulatory considerations identified during project participation. These evaluations support ongoing compliance with applicable FEMA, environmental, and historic preservation requirements associated with the program.

2.4. Over a three (3) year period, it is estimated that 104 total parcels will require assessment.

Time Period Estimated No. of Parcels

Year 1 35

Year 2 35

Year 3 34

3. Geographical Service Areas

3.1. Unincorporated areas of San Diego County including Dulzura, Potrero, and Campo.

4. Definitions

4.1. Issue Parcels: Parcels within the project area that meet one or more of the following criteria:

4.1.1. Located on a parcel in a special flood area.

4.1.2. Located on a parcel adjacent to or within a critical habitat.

4.1.3. Located on a parcel adjacent to or within a California Natural Diversity Database Endangered Species Act species observation polygon.

4.1.4. Located on a parcel with a wetland or a body of water.

4.1.5. Located on a parcel with an eligible or registered local, state, or national historic property (archaeological or architectural) or historic district, or Mills Act property.

4.1.6. A home hardening project involving a structure that is forty-five (45) years or older at the time of application to the program.

4.2. FEMA: Federal Emergency Management Agency

4.3. SME: Subject Matter Expert

4.4. APN: County Assessor Parcel Number

5. General Requirements

5.1. Contractor shall provide site-specific reviews of defensible space and retrofit measures at homesites identified as “Issue Parcels”, and any parcels flagged with scope of work flags, in accordance with property condition requirements established by FEMA.

5.2. Contractor shall evaluate parcels identified with scope of work flags, defined as properties where proposed defensible space and/or retrofit measures exceed the program’s environmental programmatic conditions, including but not limited to:

5.2.1. Vegetation removal beyond 100 feet of a structure, or 200 feet on sloped sites, or within 10 feet of a road.

5.2.2. Removal of tree(s) greater than 12 inches diameter at breast height.

5.2.3. Hand tools will not be used exclusively.

5.2.4. Use of mechanical equipment or tracked vehicles will or may be used; or all staging is not on paved surfaces.

5.2.5. Treatment areas cannot be accessed from existing roads and driveways.

5.2.6. Involves digging or other ground disturbance (ex. grading, water bars, tilling, discing) or root ball removal.

5.2.7. Demolition of structure(s) (such as a tool shed or storage unit).

5.3. Contractor shall review property package documents provided by the County following completion of a home assessment, including:

5.3.1. A home assessment report (which includes pictures of the parcel that depict the overall home site, structure, and areas where work is proposed)

5.3.2. The County will not be providing the Residential Building Records per parcel. These records can be attained by the Contractor through the County Assessor’s office.

5.4. Contractor shall complete and sign the CWMP Site-Specific Checklist Sample (Attachment 1) for each parcel. The checklist shall include.

5.4.1. A determination of whether the project can be approved as proposed with no concerns (indicating no adverse impact or concerns, need for alternate methods or materials, or proposed mitigations), or;

5.4.2. A report that includes proposed mitigation measures, along with any additional documentation prepared by the SME, incorporating recommendations for alternative methods or materials to preserve the integrity of the property and avoid adverse effects.

5.5. Contractor shall provide a weekly progress report regarding status updates on all parcel reviews in progress. Report shall include:

5.5.1. The CWMP application number, as specified on the Site-Specific Checklist.

5.5.2. APN

5.5.3. Site Address

5.5.4. Current status per parcel

5.6. Contractor shall respond to all email and telephone correspondence within two (2) business days.

5.7. Contractor shall support FEMA’s review of the property package, including the CWMP Site-Specific Checklist. Upon request, Contractor shall provide SME input and support subsequent consultations, as communicated through San Diego County Fire.

5.8. Contractor is responsible for their own bathroom facility if project scope of work is required beyond one (1) day.

5.8.1. Contractor will not have the ability to use the homeowner’s bathroom.

5.9. Upon request, Contractor shall participate in consultations with FEMA and other federal, state, or local partners as necessary if the structure is determined to be NRHP-eligible in order to develop and agree upon scope and materials used.

5.9.1. Upon request, Contractor shall perform field visits.

5.10. Completion requirements: Contractor’s SME shall complete the analysis within three (3) weeks of receiving each property package. If analysis cannot be completed within a three (3) week period, Contractor shall provide written notification to County Contracting Officer Representative (COR) stating reasons for delay.

5.11. Hours of Operation: Work shall be completed within the hours of Monday-Friday, 8:00 am through 5:00 pm, local San Diego time.

5.11.1. Overtime hourly rates are not authorized

6. Task Order Requirements

6.1. San Diego County Fire (SDCF) COR shall provide a copy of the Task Order Sample form (Attachment 2) which will include a Statement of Work to the Contractor for services or materials needed.

6.2. Contractor shall provide SDCF COR a quote within five (5) business days based upon the task order request along with the signed task order.

6.3. Prices in quote shall be in accordance with rates listed in Exhibit C - Payment Schedule.

6.4. If SDCF COR agrees to quote provided, they shall route the task order for signature approval and send an executed copy to Contractors via electronic mail prior to start of work.

6.5. Any anticipated changes or adjustments to staffing needs shall be submitted in writing to the COR within twenty-four

(24) hours of identifying the need for a staffing adjustment. The COR shall provide written approval. including the effective date, before the Contractor may make any changes to staff assigned to perform services under this contract.

7. Specific Requirements

7.1. Architectural History SME

7.1.1. Contractor shall review home assessment report/site specific scope of work for homesites with a year-built date of 45 years or greater for which a home hardening retrofit activity is proposed.

7.1.1.1. This list is based on Programmatic Allowance (Appendix B) of the 2019 Programmatic Agreement (to be provided upon award of contract), among FEMA, Cal OES, and CA State Historic Preservation Officer (SHPO).

7.1.1.2. Contractor shall review the home hardening retrofit Scope of Work (SOW) to determine whether it falls within the Programmatic Allowances identified in Appendix B of the 2019 Programmatic Agreement. If the proposed retrofit does not meet the allowances, the Contractor shall evaluate the building’s eligibility for listing in the National Register of Historic Places (NRHP) using the following four (4) NRHP Criteria for Evaluation and determine whether the proposed SOW would result in an adverse effect under Section 106 of the National Historic Preservation Act.

7.1.1.2.1. Property Associated with Events

7.1.1.2.2. Property Associated with significant person(s) in our past

7.1.1.2.3. Property embodies distinctive characteristics of type, period, or method of construction or represents the work of master, or has high artistic value

7.1.1.2.4. Property has yielded or may likely yield important information in history or pre-history (often archaeological sites).

7.1.2. Contractor shall review home assessment report for any properties which are otherwise determined to be of historical or cultural significance due to their proximity to, or listing on a local, state, or National Register of Historic Places, California Built Environment Resources Directory, or California Historic Resources Information System (CHRIS) records or is in or adjacent to a state or local historic district, or is a Mills Act property, as verified by County or other local sources.

7.1.3. Upon review of specific properties and proposed Program measures, Contractor’s SME shall determine whether the project can be approved as proposed with no concerns or shall recommend alternative methods or materials to preserve the property’s historical integrity and avoid adverse effects.

7.1.4. Contractor shall contact the County Assessor to obtain additional information needed to determine residential historical information for each parcel.

7.1.5. Minimum qualifications:

7.1.5.1. A graduate degree in architectural history, art history, historic preservation, or closely related field, with coursework in American architectural history; or

7.1.5.2. A bachelor's degree in architectural history, art history, historic preservation, or closely related field plus one of the following:

7.1.5.2.1. At least five (5) years of full-time experience in research, writing, or teaching in American architectural history or restoration architecture with an academic institution, historical organization or agency, museum, or other professional institution; or

7.1.5.2.2. Substantial contribution through research and publication to the body of scholarly knowledge in the field of American architectural history

7.1.5.2.2.1. Authorship or co-authorship of a minimum of:

7.1.5.2.2.2. Two (2) peer-reviewed journal articles; or

7.1.5.2.2.3. One (1) published academic book, monograph, or comparable scholarly publication; or

7.1.5.2.2.4. Completion of at least two (2) years of documented professional historical research resulting in publicly available reports, publications, or archival products; or

7.1.5.2.2.5. Demonstrated lead authorship or principal investigator role on major historical research or preservation projects totaling at least three (3) completed projects within the past ten (10) years.

7.2. Archaeology SME

7.2.1. Contractor shall review home assessment report/site specific scope of work to determine if work meets defensible space measures in Programmatic Allowance II.F.2 A-D.

7.2.2. Contractor shall review CHRIS records, perform a CA Native American Heritage Commission Sacred Lands File Search, as needed, and review other available sources of information to determine if a property contains any identified archaeological sites, other recorded cultural resources, identified tribal cultural resources, or may possess a high likelihood of containing cultural materials on the ground surface in the location where the work is proposed.

7.2.3. Upon review of specific properties and proposed Program measures, Contractor’s SME shall determine whether the project can be approved as proposed with no concerns or shall provide alternative methods or mitigations to best preserve the historical integrity of the property.

7.2.4. Upon request, Contractor shall provide technical expertise and support in the recovery, handling, and preservation process in the event the project site work uncovers an artifact of historical or cultural significance, and where work has been ceased for this process to occur.

7.2.5. Minimum qualifications:

7.2.5.1. A graduate degree in archeology, anthropology, or closely related field; and:

7.2.5.2. At least five (5) years of full-time professional experience or equivalent specialized training in archeological research, administration, or management; and

7.2.5.3. At least four months of supervised field and analytic experience in general North American archeology; and

7.2.5.4. Demonstrate the ability to carry research to completion.

7.3. Biological & Botany SME

7.3.1. Contractor shall refer to the Biological Assessment (to be provided upon award of contract), including the U.S.

Fish and Wildlife Service (USFWS) Programmatic Biological Assessment and Opinion (PBO), when performing biological surveys to meet monitoring requirements for species and the animal Avoidance Minimization Measures (AMMs). Contractor shall also review proposed measures to be implemented at homes located within wetland, special flood hazard areas, or critical habitat areas based upon:

7.3.1.1. USFWS Information for Planning and Consultation (IPaC) report and maps of the project area, showing critical habitat for any Endangered Species Act (ESA) species within property area.

7.3.1.2. California Natural Diversity Database report showing that the property is within or adjacent to ESA species sighting polygons.

7.3.1.3. USFWS National Wetland Inventory map showing that the vegetation clearance zone is within one hundred fifty (150) feet of a wetland or waterway.

7.3.2. In addition to reviewing Issue Parcels, Contractor’s SME shall:

7.3.2.1. Perform nesting bird surveys no more than seven (7) calendar days prior to the commencement of site work during Migratory Bird Season (February 1 – August 31) and, if work pauses for more than seven (7) calendar days, perform another nesting bird survey before construction resumes.

7.3.2.1.1. The survey shall encompass one hundred fifty (150) feet beyond the proposed work area.

7.3.2.1.2. If a nest is identified, establish an exclusionary buffer considering several factors: presence of natural buffers vegetation/topography, nest height, location of foraging territory, nature of the proposed activities, and baseline levels of noise and human activity.

7.3.2.1.3. The buffer may range from fifty (50) feet to over two hundred fifty (250) feet in width, per the biological assessment issued by Fish and Wildfire and FEMA guidelines as listed in the Task Order.

7.3.2.1.4. Monitor the nest during construction for signs of species disturbance/distress as “Take” is not authorized.

7.3.2.1.5. If adverse effects are detected, request that construction activity near the nest be halted.

7.3.2.1.6. Continue to monitor the nest and determine when young have fledged.

7.3.2.1.7. Once the young have fledged or the nonbreeding season begins, the buffer and exclusion zone may be removed, and construction activities within these areas may resume.

7.3.2.2. Upon review of specific properties and proposed Program measures, Contractor shall determine whether the project can be approved as proposed with no concerns or provide alternative methods or mitigations to best preserve the environmental integrity of the property.

7.3.3. Botanist minimum qualifications:

7.3.3.1. A degree in botany, or in basic plant science including at least twenty-four (24) semester hours in botany; or a combination of education and experience, consisting of coursework equivalent to a botany or basic plant science major with at least twenty-four (24) semester hours in botany, supplemented by relevant experience or additional education.

7.3.3.2. At least five (5) years of experience conducting reviews in California, and experience with the pertinent species of concern for management areas.

7.3.4. Biologist minimum qualification:

7.3.4.1. A degree in in biological sciences, agriculture, natural resource management, chemistry, or a related field appropriate to the position (e.g., fisheries or aquaculture), or a combination of education and experience, including coursework equivalent to a relevant major supplemented by appropriate experience or additional education.

7.3.4.2. At least five (5) years of experience conducting reviews in California, and experience with the pertinent species of concern for management areas.

8. Invoicing Requirements

8.1. Contractor shall submit invoices on the tenth (10th) of every month for the reports completed in the prior month.

8.2. Invoices shall include:

8.2.1. The CWMP application number, as specified on the Site-Specific Checklist.

8.2.2. APN

8.2.3. Contract Number

8.2.4. Task Order Number

8.2.5. Site address

8.2.6. Copy of final report

8.3. Payment shall be NET 30 days from receipt and County approval of invoice.

8.4. Invoice shall be emailed to oes.ap@sdcounty.ca.gov and to the COR.

8.5. Contractor shall provide all invoices when the final report is completed, either by U.S. mail or email to the COR.

8.5.1. Mail to – 5560 Overland Avenue Suite 400, San Diego, CA 92123

8.6. After submission of the final report, any additional work requested by FEMA or County Fire, shall be invoiced at the end of each month.

9. Privacy Statement

9.1. Contractor shall comply with all applicable federal and State laws pertaining to the privacy and security of Protected Information including, but not limited to, California Civil Code Section 1798, California Civil Code Section 56.10, California Welfare and Institutions Code Section 827, and California Penal Code Section 1203.

mailto:oes.ap@sdcounty.ca.gov

ATTACHMENT 1 – CWMP SITE-SPECIFIC CHECKLIST SAMPLE

ATTACHMENT 2 – TASK ORDER SAMPLE

F. PAYMENT SCHEDULE

1. Compensation:

1.1. Payment of services, under Exhibit A Statement of Work will be based on fixed price after County review and acceptance of required monthly reports.

2. Payment Schedule:

2.1. This is a fixed price contract. All requests for payment are subject to County approval based upon submitted documentation at the time of invoice.

Initial Term:

September 1, 2026 – December 31, 2027

Option Year 1:

January 1, 2028 –

December 31, 2028

Option Year 2:

January 1, 2029 –

December 31, 2029

Item # **Description Unit of

Measure

Annual Estimated Quantity

Unit Price Unit Price Unit Price

1 Architectural History SME Hourly 100 $ $ $

2 Archeology SME Hourly 150 $ $ $

3 Biological SME Hourly 200 $ $ $

4 Botany SME Hourly 150 $ $ $

TOTAL ANNUAL AMOUNT: $ ______________ $ ______________ $ ______________

**Fully Burdened Rate must be all inclusive of hourly rate, fringe benefit rate, overhead rate, general and administrative rate, vacation, sick time, training, travel (meals, hotel, and mileage), etc.

PRICING SUMMARY

TERM PERIOD ANNUAL AMOUNT

Initial Term: 9/1/26 - 12/31/27 $

Option Year 1: 1/1/28 - 12/31/28 $

Option Year 2: 1/1/29 - 12/31/29 $

GRAND TOTAL: $ ________________________

3. Invoices:

3.1. Contractor shall submit one monthly invoice with required reports to the County of San Diego by the twentieth (20th) of the following month.

3.2. Invoices and reports shall be submitted by email to the Contracting Officer Representative (COR).

3.3. Invoices shall contain the following certifications:

I certify that the above deliverables and/or services were delivered and/or performed specifically for this Agreement in accordance with the terms and conditions set forth herein.

I further certify, under penalty of perjury under the laws of the State of California, that no employee or entity providing services under the terms and conditions of this Agreement is currently listed as debarred, excluded, suspended, or ineligible on the Federal System for Award.

Management (SAM: http://SAM.gov), the Federal Health and Human Services Office of Inspector General List of Excluded Individuals/Entities (LEIE: http://exclusions.oig.hhs.gov), or the State of California Medi-Cal Suspended and Ineligible list (www.medi-cal.ca.gov).

Printed Name Signature Date Signed http://sam.gov/ http://exclusions.oig.hhs.gov/ http://www.medi-cal.ca.gov/

G. DRAFT AGREEMENT

The County’s contract with the successful Offeror(s) will be based upon the following Draft Agreement, structured as follows:

Draft Agreement

Exhibit A – Statement of Work Exhibit B – Insurance Requirements Exhibit C – Payment Schedule

Exhibits A (Statement of Work) and C (Payment Schedule) will be added during contract finalization. Offerors will be deemed to have accepted the Draft Agreement and Statement of Work, except where Offeror has taken clear exception in its quote in accordance with and when provided for in the Submittal Items.

This agreement (“Agreement”) is made and entered into effective as of the date of the last signature on the signature page by and between the County of San Diego, a political subdivision of the State of California (“County”) and [# enter full corporate title, business structure (obtain from contractor - e.g. “a California corporation,” “a California limited liability company,” “a California public benefit corporation”), located at (complete address)] (“Contractor”), with reference to the following facts:

RECITALS

A. Pursuant to the San Diego County Administrative Code section 401, the County’s Director of the Department of Purchasing and Contracting is authorized to award a contract for Historical, Cultural, and Biological Resource Services.

B. Contractor is specially trained and possesses certain skills, experience, education, and competency to perform these services.

C. The Chief Administrative Officer made a determination that Contractor can perform the services more economically and efficiently than the County, pursuant to section 703.10 of the County Charter.

D. The Agreement shall consist of:

• This document,

• Exhibit A Statement of Work,

• Exhibit B Insurance Requirements, and

• Exhibit C Payment Schedule.

E. In the event of a conflict between any provisions of this Agreement, the following order of precedence shall govern: First (1st) this document; Second (2nd) Exhibit B; Third (3rd) Exhibit A; and Fourth (4th) Exhibit C.

NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:

ARTICLE 1

KEY PROVISIONS

1.1 CONTRACTOR: _____

1.2 SERVICES: Historical, Cultural, and Biological Resource Services

1.3 AGREEMENT TERM: The initial term of this Agreement shall begin on September 1, 2026, and end on December 31, 2027 (“Initial Term”).

1.4 OPTION TO EXTEND: The County shall have the option to extend the term of this Agreement for two (2) increments of one (1) year (each an “Option Period”), for a total of two (2) years beyond the expiration of the Initial Term, not to exceed December 31, 2029. This option shall be automatically exercised unless County notifies Contractor in writing not less than thirty (30) days prior to an Option Period that the County does not intend to extend the Agreement.

1.4.1 Options to Extend for One to Six Additional Months at End of Agreement. County shall also have the option to extend the term of this Agreement, in one or more increments, for a total of no less than one (1) and no more than six (6) calendar months (“Incremental Options”). The County may exercise each Incremental Option by providing written notice to Contractor no fewer than fifteen (15) calendar days prior to expiration of this Agreement. The rates in effect at the time an Incremental Option is exercised shall apply during the term of the Incremental Option.

1.5 COMPENSATION: Pursuant to Exhibit C, Article 4, and other applicable provisions of this Agreement, County agrees to pay Contractor a sum not to exceed [# write out amount] ($######) (“Maximum Agreement Amount”).