REQUEST FOR STATEMENT OF QUALIFICATIONS

FOR

ARCHITECT-ENGINEER SERVICES FOR CONTRACT ADMINISTRATION-PROJECT MANAGEMENT SUPPORT SERVICES

RESEARCH AND DEVELOPMENT

Orange County Sheriff Department On-Call A/E Architectural Services Table of Contents

FACILITIES PLANNING

431 THE CITY DRIVE SOUTH, ORANGE, CA 92868

Integrity without compromise • Service above self • Professionalism in the performance of duty • Vigilance in safeguarding our community

STATEMENTS MUST BE RECEIVED

AT OR PRIOR TO 2:00 P.M. PDT

ON

OCTOBER 23, 2026

REQUEST FOR

STATEMENT OF QUALIFICATIONS

DATE: September 28, 2026

COVER PAGE

REQUEST FOR STATEMENT OF QUALIFICATIONS (RFQ)

The Orange County Sheriff-Coroner Department (OCSD) Research & Development/Facilities Planning is soliciting Statements of Qualifications (SOQs or Statements) from qualified firms (hereinafter referred to as “Respondents”), to develop a slate of contractors to provide Architect/Engineer (A/E) Services for Contract Administration-Project Management (CA-PM) Support Services for various projects. The awarded contract(s) (hereinafter referred to as “Contract”) will be a usage contract between the County of Orange (hereinafter referred to as “County”), and the selected Respondent(s) (hereinafter referred to as “Contractors”). A detailed Scope of Work concerning the County’s requirements is provided herein as Attachment A. Respondents must meet the minimum qualifications and requirements set forth herein.

This Request for Proposals is set out in the following format:

SECTION I. Introduction and Instructions to Respondents SECTION II. Statement Response Requirements SECTION III. Model Contract with Attachments and Exhibits

STATEMENTS MUST BE RECEIVED PRIOR TO 2:00 P.M. PDT ON OCTOBER 23, 2026. ALL QUESTIONS/REQUESTS FOR INTERPRETATION ARE DUE BY: OCTOBER 9, 2026, 3:30 P.M. PACIFIC DAYLIGHT TIME.

All questions and requests for interpretation related to this RFQ must be posted on OpenGov at County’s online bidding system at https://opengov.com/products/procurement/suppliers/; SOQ:060-2730-RFQ-CAPM-JC. For technical assistance with Opengov, please contact Opengov customer support via Opengov.com website chat or email at support@opengov.com.

Respondents are not to contact other County personnel with any questions or clarifications concerning this RFQ. OCSD will provide all official communication concerning this RFQ. Any County response relevant to this RFQ other than through or approved by OCSD is unauthorized and will be considered invalid.

I HAVE READ, UNDERSTOOD AND AGREE TO ALL STATEMENTS IN THIS REQUEST FOR QUALIFICATIONS, AND TO THE TERMS, CONDITIONS AND ATTACHMENTS REFERENCED HEREIN.

Date:____________________________ Company Legal Name:_____________________________

*Authorized Signature Name Title

*Authorized Signature Name Title

* If a corporation, this document must be signed by two corporate officers. The first signature must be either the Chairman of the Board, President, or any Vice President. The second signature must be the Secretary, an Assistant Secretary, the Chief Financial Officer, or any Assistant Treasurer. The signature of one person alone is sufficient to bind a corporation, as long as he or she holds corporate offices in each of the two categories described above. For County purposes, proof of such dual office holding will be satisfied by having the individual sign the instrument twice, each time indicating his or her office that qualifies under the above described provision. In the alternative, a single corporate signature is acceptable when accompanied by a corporate resolution demonstrating the legal authority of the signatory to bind the corporation. In the alternative, a single corporate signature is acceptable when accompanied by a corporate document demonstrating the legal authority of the signature to bind the company.

RETURN THIS SHEET WITH YOUR RESPONSE

Orange County Sheriff’s Department A/E Architectural Services Cover Page

TABLE OF CONTENTS

SECTION I: INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

SECTION II: RESPONSE REQUIREMENTS

Part 1

Part 2 Company Profile 22

TABLE OF CONTENTS (continue)

Part 3 Respondent’s Statement of Qualifications 23

SECTION III: MODEL CONTRACT

EXHIBITS

Exhibit A – Contract Task Order (Sample Template) Exhibit B – Security Clearance Application (For Reference Only) Orange County Sheriff Department A/E Architectural Services Table of Contents

Exhibit 1 – County of Orange Local Small Business (OCLSB) Preference and Disabled Veteran Business Enterprise (DVBE) Certification Requirements

SECTION I

INTRODUCTION

AND

INSTRUCTIONS TO RESPONDENTS

SECTION I: INTRODUCTION AND INSTRUCTIONS TO RESPONDENTS

I. INTRODUCTION

The Orange County Sheriff’s Department comprises nearly 60 facilities: jails, the coroner’s office, headquarters, regional substations, a crime laboratory, a technology center, harbor patrol, a training center, shooting ranges, warehouses, remote communication sites, airport hangars, and administrative offices. The County is soliciting Statements of Qualifications (SOQ) from qualified Respondents to secure Contract Administration-Project Management Support Services. Respondents must be able to provide A/E services, either through partnered firms or with in-house staff. It is anticipated that Orange County Sheriff-Coroner Department (OCSD)/Facilities Planning will need these services to aid current staff in project delivery.

The County intends that the successful Respondent(s) shall provide A/E Services for Contract Administration-Project Management Support Services for various projects proposed in accordance with the terms and conditions set forth in Section III – Model Contract, including Attachments and Exhibits. Refer to Section III, Attachment A, of this RFQ for an expanded description of the Scope of Work.

II. PROPOSED TIME SCHEDULE

III. INSTRUCTION TO RESPONDENT(S) AND PROCEDURES FOR SUBMITTAL

SOQs are due on, or prior to, the date and time specified above and with the Cover Page and must be submitted electronically via OpenGov at https://opengov.com/products/procurement/suppliers/. Paper, faxed, or emailed proposals will not be accepted. For assistance on uploading proposals via OpenGov, please contact OpenGov customer support via Opengov.com website chat or email at support@opengov.com. The County will not accept proposal(s) after the due date and time specified above in Section II.

Orange County Sheriff-Coroner Department Research & Development/Facilities Planning regular business hours: Monday through Friday - 6:00 A.M. to 4:00 P.M.

During this solicitation period, the County will be closed on the following Holidays:

Native American Day – Friday, September 25, 2026 Veteran’s Day - Wednesday, November 11,2026 Thanksgiving Day – Thursday, November 26, 2026 Friday after Thanksgiving – Friday, November 27, 2026 Christmas Day – Friday, December 25, 2026 New Year’s Day – Friday, January 1, 2027 Martin Luther King, Jr.’s Day – Monday, January 18, 2027 Lincoln’s Birthday – Friday, February 12, 2027 President’s Birthday – Monday, February 15, 2027

E-mail Statements will NOT be allowed. Statements must be delivered through OpenGov at https://opengov.com/products/procurement/suppliers/.

· Statements must be received prior to the RFQ Closing Date and Time.

· Late Statements shall not be accepted.

1. The County has attempted to provide all information available. It is the responsibility of each Respondent to review, evaluate, and, where necessary, request any clarification prior to submission of a Statement. If any person contemplating submitting a response to this Request for Statement of Qualifications is in doubt as to the true meaning of any part of the solicitation documents attached hereto or finds discrepancies in or omissions from the Request for Statement of Qualifications, they must submit a written request for clarification/interpretation via the County’s online bidding system at: https://opengov.com/products/procurement/suppliers/under the bid page for this solicitation.

If clarification or interpretation of this solicitation is considered necessary by County, a written addendum shall be issued and the information will be posted on County’s online bidding system at https://opengov.com/products/procurement/suppliers/. Any interpretation of, or correction to, this solicitation shall be issued by OCSD via the online bid system. County will make reasonable efforts to provide a copy of such addendum to each person/firm receiving the original solicitation documents directly from the County. However, County does not guarantee receipt by Respondent of all addenda. It is the responsibility of each Respondent to periodically check County’s on-line bid system to ensure that they have received and reviewed any and all addenda to this solicitation. The County will not be responsible for any other explanations, corrections to, or interpretations of the documents, including any oral information.

After this RFQ has been issued, any Respondent that undertakes to discuss any matter related to this RFQ with anyone within the County other than the OCSD Planning Deputy Purchasing Agent (hereinafter “DPA”) is presumed to have gained an unfair competitive advantage and may be disqualified. All communications regarding the RFQ and any matter related thereto shall be in accordance with this RFQ and communicated to the DPA using the County’s online bidding system at: https://opengov.com/products/procurement/suppliers/ All questions or requests for interpretation must be received by the date and time specified on Section 1, Part II – Proposed Time Schedule.

2. Statements must be valid for a period of at least three hundred sixty five (365) calendar days from the Statement due date. No Statement may be withdrawn after the submission date.

3. Each Respondent must provide: One (1) electronic PDF copy of their Statement and in addition a Word version of the Statement, as more specifically described below in Section II. All Statements shall be created on standard 8.5 x 11-inch paper. All pages must be numbered and identified sequentially by section. Statements must be tabbed and indexed in accordance with the information requested in Section II, SOQ Response Requirements. It is imperative that all Respondents responding to this RFQ comply exactly and completely, with the instructions set forth herein. All responses to this RFQ shall be typewritten or word-processed (except where otherwise provided or noted), concise, straightforward, and must fully address each requirement and question. Although not as a substitute for a complete written response, additional material, such as technical documents, may be referenced in any response, if the material is included in the same section as additional information. ………………………………………………………….

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

4. Statements are not to be marked as confidential or proprietary. The County may refuse to consider any Statement so marked. Statements submitted in response to this RFQ may become subject to public disclosure per the California Public Records Act, Government Code 6250 et seq. County shall not be liable in any way for disclosure of any such records. Additionally, all Statements shall become the property of the County. County reserves the right to make use of any information or ideas in the Statements submitted.

5. By submitting a Statement, the Respondent represents that it has thoroughly examined the County’s requirements and are familiar with the services required under this RFQ and that it is qualified and capable of providing the services to achieve the County’s objectives.

6. Each Respondent must submit its Statement in strict accordance with all requirements of this RFQ and compliance must be stated in the Statement. Deviations, clarifications and/or exceptions must be clearly identified and listed separately as alternative items for the County’s consideration as specified in Section II, Part 1, XI. “Statement of Compliance.”

7. After the closing date and time for receipt of SOQs, evaluation and, if requested by the County, interviews will commence. Respondents who submit SOQs most responsive to the County’s requirements may be asked to give a presentation of their SOQ to County staff. The County makes no guarantee as to the number of Respondents selected for interviews. Selected Respondents should be prepared to make its presentation within three (3) business days after notification and be prepared to discuss all aspects of its SOQ in detail, including technical questions regarding the SOQ. Respondents shall not be allowed to alter or amend its SOQ through the use of the presentation process.

8. County reserves the right to negotiate modifications with any Respondent as necessary to serve the best interests of the County. Any Statement may be rejected if it is conditional, incomplete or deviates from specifications in this SOQ. County reserves the right to waive, at its discretion, any procedural irregularity, immaterial defects or other improprieties which the County deems reasonably correctable or otherwise not warranting rejection of the Statement. Any waiver will not excuse a proponent from full compliance.

9. Pre-contractual expenses are not to be included in the Cost/Compensation (Attachment B). Pre-contractual expenses are defined as including, but not limited to, expenses incurred by the Respondent in: a) preparing its Statement in response to this RFQ; b) submitting that Statement to the County; c) negotiating with the County any matter related to the Respondent’s Statement; and d) any other expenses incurred by the Respondent prior to the date of award and execution, if any, of the Contract.

10. County reserves the right to: a) negotiate the final Contract with any Respondent(s); b) withdraw this RFQ in whole or in part at any time without prior notice (County makes no representations that any Contract will be awarded to any Respondent responding to this RFQ); c) award its total requirements to one Respondent or to apportion those requirements among two or more Respondents; and/or d) reject any Statement if it is conditional, incomplete or deviates significantly from the services requested in this RFQ.

In addition, negotiations may or may not be conducted with Respondent; therefore, Statements submitted should contain the Respondent’s most favorable terms and conditions, since the selection and award may be made without discussion with any Respondent.

11. Where two or more Respondents desire to submit a single Statement in response to this solicitation, they must do so on a prime/subcontractor basis rather than as a joint venture. County intends to contract with a single firm that may subcontract with multiple firms (team) but not with multiple firms doing business as a joint venture.

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

13. DUNS ® No: County requires a valid D-U-N-S number prior to Contract Award. If needed, Respondent may obtain one at no cost at www.dnb.com. If Respondent is unable to provide/obtain a D-U-N-S number, please indicate so in the proposal response.

14. In the event a Respondent believes that the County’s solicitation is unfairly restrictive or ambiguous or contains conflicting provisions or the Respondent believes that any resulting Contract would be commercially impractical to perform, the Respondent must file a written protest with the DPA.

A. Protest Procedure All protests shall be typed under the protestor’s letterhead and submitted in accordance with the provisions stated herein. All protests shall include at a minimum the following information:

i. The name, address and telephone number of the protestor;

ii. The signature of the protestor or the protestor’s representative;

iii. The solicitation or contract number;

iv. A detailed statement of the legal and/or factual grounds for the protest; and

v. The form of relief requested.

B. Protest of RFQ/SOQ Specifications:

All protests related to RFQ or SOQ specifications must be submitted to the DPA no later than five (5) business days prior to the closing date for Statements. Protests received after the five (5) business-day deadline will not be considered by the County.

In the event the protest of specifications is denied and the protestor wishes to continue in the solicitation process, they must still submit a SOQ prior to the close of the solicitation in accordance with the SOQ submittal procedures provided in the RFQ.

C. Protest of Award of Contract:

Immediately upon completion of negotiations with the top-ranked vendor(s), but prior to the filing of an Agenda Staff Report (ASR) for award of contract, the DPA shall send a Notice of Intent to Award a Contract to all participating vendors and submit a copy to the Clerk of the Board.

1. Vendors will have five (5) business days from the date of the notice in which to file a protest concerning the award of the contract.

2. Protests relating to a proposed contract award which are received after the five (5) business day deadline will not be considered by the County.

3. During the five (5) business day period, SOQ information, including the final evaluator score sheets with the names of individual evaluators redacted, are subject to public disclosure.

4. Upon expiration of the five (5) business day period or proper resolution of a protest/appeal, the department may move forward with the contract award or if necessary, filing the item for approval by the County Board of Supervisors.

D. Protest Process

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

2. Upon receipt of a timely protest, the DPA will within ten (10) business days of the receipt of the protest, issue a decision in writing which shall state the reasons for the actions taken.

3. The County may, after providing written justification to be included in the procurement file, make the determination that an immediate award of the contract is necessary to protect the substantial interests of the County. The award of a contract shall in no way compromise the protestor’s right to the protest procedures outlined herein.

4. If the protestor disagrees with the decision of the DPA, the protestor may submit a written appeal to the Office of the Director requesting an appeal to the Procurement Appeals Board, in accordance with the process stated below.

E. Appeal Process

1. If the protestor wishes to appeal the decision of the DPA, the protestor must submit, within three (3) business days from receipt of the DPA decision, a written appeal to the Office of the Director.

2. Within fifteen (15) business days, the Office of the Director will conduct a third party review of all materials in connection with the grievance, assess the merits of the protest and provide a written determination that shall contain his or her decision.

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

IV. EVALUATION PROCESS AND CRITERIA

Statements shall be evaluated by an Evaluation Panel on the basis of the responsiveness to the questions and requirements in this RFQ. Statements will be competitively evaluated on the basis of the following criteria:

1. Minimum Qualifications/Requirements: Respondent’s SOQ shall meet the following minimum requirements and qualifications to proceed to the evaluation and scoring process:

a) Respondent must submit proof that they have ten (10) or more years of experience as a Contract Management-Project Management firm where the primary duties included management of construction projects with Architect-Engineering firms.

b) Respondent must submit proof that they have a minimum of five (5) projects of various scope, nature, size and complexity either in progress or completed within the past ten (10) years. Respondent must include a detailed listing of each project to support this requirement including the project description and government entity. Include names and phone numbers of individuals that may be contacted to confirm the information submitted.

c) Respondent must submit proof that projects are managed by individuals who have the requisite knowledge, skills, experience and education to manage a project of the scope, nature, size and complexity under a contract. Identify personnel to whom Contract Management-Project Management responsibility will be assigned by names, titles, roles, qualifications, experience and resumes significant to Attachment A “Scope of Work.” Provide an organizational chart clearly illustrating proposed staffing.

d) Respondent must describe approach to providing Contract Management-Project Management services significant to Attachment A “Scope of Work.” Discuss how you would provide leadership to facilitate teamwork and communications among all parties involved in the project covered by your response.

e) Respondent must submit detailed description of how your firm provides progress reports; tracks progress, cost and audits own accounting records significant to Attachment A “Scope of Work.”

f) Respondent must describe the primary scheduling techniques you use and the software you will employ to produce an effective construction schedule significant to Attachment A “Scope of Work.” Provide examples of successful Contract Management-Project Management scheduling services provided on minor, complex, multi-phase projects. Discuss in detail how you intend to enforce contract schedule compliance.

2. Written SOQs Scoring Format: 600 points maximum:

a) Contract Management-Project Management Knowledge, Skills, Experience and Qualifications based on Attachment A – Scope of Work: 200 points maximum

b) Scope of Support Services Understanding based on Attachment A – Scope of Work: 100 points maximum

c) Proposed Staffing and Project Organization: 100 points maximum

d) Work Plan Approach and Management Schedule: 50 points maximum

e) Project Progress Reports; Costs and Audit Tracking, Billing Documentation: 50 points maximum

f) Organization/Completeness of Response and Degree of Compliance with County Model Contract: 50 points maximum

g) Additional relevant information having a bearing on measuring Respondent’s capabilities and services: 50 points maximum

3. Oral Presentation/Interview Scoring Format: 400 points maximum

a) Questions shall be provided prior to oral presentation

Statements deemed to meet all minimum SOQ requirements will be scored based on established criteria, which have been weighted and will be assigned points that measure the responsiveness to each identified criterion. The total number of points earned will be tallied for each Statement, and the Statements will be rank ordered, based upon the Respondent(s) submitted written materials.

County reserves the right to conduct, or to not conduct, oral interviews and/or presentations with the highest-rated Respondent(s). The decision whether to conduct oral interviews/presentations rests solely with County and the decision of the DPA is final. Respondent shall be ready to attend meeting within five (5) calendar days of notification. The County reserves the right to interview additional Respondents. Any inquiry to determine the responsibility of a Respondent to this RFQ may be conducted. Respondent agrees that the submission of a Statement is permission by Respondent for County to verify all information contained therein. If County believes it necessary, additional information may be requested from Respondent. Failure to comply with any such request may disqualify a Respondent from further consideration.

V. SELECTION/AWARD PROCEDURES

Upon the completion of the evaluation process, the Evaluation Panel will make a recommendation for award to the County DPA. Final award determination shall be subject to reference checks and past performance.

The Model Contract contained in Section III of this solicitation is a sample of a contract, which may be proposed for execution. It may be modified to incorporate negotiated items and other pertinent terms and conditions set forth in this solicitation, including special conditions and requirements and those added by addendum and necessary attachments and/or exhibits and to reflect the Respondent’s Statement and qualifications.

Negotiations may or may not be conducted with the finalists; therefore, the SOQs submitted should contain Respondent's most favorable terms and conditions, since the selection and award may be made without further discussion. Exceptions to the terms and conditions of the proposed Contract or the statements regarding Respondent’s inability to comply with any of the provisions thereof are to be declared in the response to the SOQ in Section II, Part 1, XI. “Statement of Compliance”.

VI. W-9 REQUIREMENTS

1. DEPARTMENT OF THE TREASURY, INTERNAL REVENUE SERVICE FORM W-9 REQUIREMENT

Effective June 3, 2006, all A/E Consultants, entering into a contract with the County, who are not already established in the Countywide Accounting and Personnel System (CAPS) as an Auditor- Controller vendor, will be required to submit to the County a federal Form W-9, or form W-8 for foreign vendors. The County will inform the A/E consultant, at the time of award, if the Form W-9 or W-8, will be required.

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

VII. SECURITY REQUIREMENTS AT SHERIFF’S FACILITIES

1. BACKGROUND CHECKS

VIII. COUNTY OF ORANGE LOCAL SMALL BUSINESS (OCLSB) AND DISABLED VETERAN BUSINESS ENTERPRISE (DVBE) PREFERENCE POLICIES:

A. County of Orange Local Small Business (OCLSB): Effective January 1, 2020, County of Orange Board of Supervisors adopted the OCLSB Preference policy. Implementation of the OCLSB Preference policy supports local businesses, the local economy and the development of the County’s tax base.

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

b. has:

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

ii. a valid business license or certificate of occupancy issued by the County of Orange or by an Orange County city, or other documentation acceptable to the County of Orange.

2) Small Business Requirements:

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

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

B. Disabled Veteran Business Enterprise (DVBE): Effective January 1, 2021, County of Orange Board of Supervisors adopted the DVBE Preference policy. The DVBE Preference policy supports local business opportunity, economy and the development of the County’s tax base, and in addition recognizes the service and sacrifice given by the men and women of our Armed Forces.

To be certified as a Disabled Veteran Business Enterprise by the County of Orange, a business must meet the following requirements:

To participate as an OCLSB and/or DVBE please read and follow the process outlined in EXHIBIT 1 - County of Orange Local Small Business (OCLSB) Preference and Disabled Veteran Business Enterprise (DVBE) Certification Requirements.

SECTION II

RESPONSE REQUIREMENTS

SECTION II: RESPONSE REQUIREMENTS

Each Respondent must provide: One (1) electronic PDF copy of their Statement and in addition a Word file for Part 3, as described below. Statements shall not exceed fifty (50) pages to be formatted on standard letter size, 8.5” x 11”. All pages must be numbered and identified sequentially as listed below. Statements must be prepared simply and economically, providing a straightforward, concise description of capabilities to satisfy the requirements of this RFQ. Emphasis should be on completeness and clarity of content with sufficient detail to allow for accurate evaluation and comparative analysis. Reference letters, resumes, copies of licenses/certifications, etc. may be appended to Statements and will not count against the page limit (50). Note: Statements that exceed the page limit noted above may be disqualified from further consideration.

SOQs must include three tabbed sections, Part 1, Part 2 and Part 3 and must be indexed in the order outlined below. List questions and your responses and/or attachments as numbered and listed within each section.

· Part 1 - Cover Page/Executive Summary, all applicable addenda, if any and Compliance Certifications (PDF format) Note: Special signature requirements for Corporations

· Part 2 – Company Profile (PDF format)

· Part 3 - Respondent Statement (PDF format, in addition a MS Word file must be provided for this section only)

· OCLSB and/or DVBE – (If applicable) Submit Exhibit 1 – County of Orange Local Small Business and Disabled Veteran Business Enterprise (DVBE) Preference Certification Requirement (PDF format).

Part 1:

(Complete this section and submit as Part 1 of your Statement response.)

I. COVER LETTER/EXECUTIVE SUMMARY

All Statements must be accompanied by a cover letter of introduction and executive summary of the Statement. The cover letter must be signed by person(s) with authority to bind the Respondent. If the Respondent is a corporation, two (2) signatures are required: one (1) signature by the Chairman of the Board, the President or any Vice President; and one (1) signature by the Secretary, any Assistant Secretary, the Chief Financial Officer or any Assistant Treasurer. The signature of one person alone is sufficient to bind a corporation, as long as he or she holds corporate offices in each of the two categories described above. For County purposes, proof of such dual office holding will be satisfied by having the individual sign the instrument twice, each time indicating his or her office that qualifies under the above-described provision. In the alternative, a single corporate signature is acceptable when accompanied by a corporate resolution demonstrating the legal authority of the signatory to bind the corporation. An unsigned or improperly signed Statement submission is grounds for rejection of the proposal and disqualification from further participation in this RFQ process. All Statements shall include in this first tabbed section, the Cover Page of this RFQ and any subsequent addenda issued to this RFQ with appropriate signatures as required.

II. VALIDITY OF STATEMENT

The County requires that all Statements be valid for at least three hundred sixty five (365) calendar days from the Statement due date. Submissions not valid for at least three hundred sixty five (365) calendar days from the Statement due date will be considered non-responsive. The Respondent shall state the length of time for which the submitted Statement shall remain valid below.

Respondent hereby certifies that Respondent’s Proposal is valid for three hundred sixty-five (365) calendar days from the RFQ Closing Date.

III. CERTIFICATION OF UNDERSTANDING

The County assumes no responsibility for any understanding or representation made by any of its officers, employees or agents during or prior to the execution of any Contract resulting from this solicitation unless:

A. Such understanding or representations are expressly stated in the Contract; and B. The Contract expressly provides that the County therefore assumes the responsibility.

Representations made but not expressly stated and for which liability is not expressly assumed by the County in the Contract shall be deemed only for the information of the Respondent.

By signing below, Respondent certifies that such understanding has been considered in this response.

(Signature required)

IV. MINIMUM QUALIFICATIONS/REQUIREMENTS STATEMENT

Respondent shall certify that it meets all minimum qualifications and requirements set forth above in this Section II by signing below.

(Signature required)

V. CERTIFICATE OF INSURANCE

Respondent shall certify its willingness and ability to provide the required insurance coverage and certificates as set forth in Section III, Model Contract by signing below (see Model Contract, Insurance).

(Signature required)

VI. FORM W-9 REQUIREMENTS

Respondent certifies its willingness and ability to comply with the W-9 Requirements as indicated in Section I by signing below.

(Signature required)

VII. SECURITY REQUIREMENTS AT SHERIFF’S FACILITIES

The Respondent shall certify its willingness and ability to provide the required background check information in Section I by signing below (see Exhibit B – Security Clearance Application, but do NOT submit at this time).

(Signature required)

VIII. CONFLICT OF INTEREST

A. Describe your firm’s conflict of interest systems and procedures that are in place and apply to the services to be provided to the County.

B. Disclose any financial, business or other relationship with the County, any other entity that the County Board of Supervisors governs or with the city and county in which the project is located, which may have an impact, effect or influence on the outcome of the services you propose to provide. Provide a list of current clients, employees, principals or shareholders (including family members) who may have a financial interest in the outcome of services you propose to provide.

C. Disclose any financial, business or other relationship within the last three (3) years with any firm or member of any firm who may have a financial interest in the outcome of the work. If you believe that no conflict of interest exists or would exist, sign below.

(Signature required)

IX. Litigation Respondent must certify either a or b by signing below:

a. Respondent certifies current/past litigation as follows:

i. Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving Respondent, or any company that holds a controlling interest in Respondent, against the County of Orange in the past seven (7) years.

ii. Respondent shall provide detailed information regarding litigation (court and case number), liens, or claims involving any proposed subcontractors, or any company that holds a controlling interest in subcontractor firm(s), against the County of Orange in the past seven (7) years.

OR

b. Respondent certifies that Respondent and all proposed subcontractors do not have any past or current litigation as outlined in a. above.

IX.

X. NAME/OWNERSHIP CHANGES

Respondent must certify either a or b by signing below:

a) Respondent certifies past company name changes and/or ownership changes, for respondent’s firm and any proposed subcontractor, as follows:

i. Respondent shall provide detailed information regarding any company name changes (including any associated business names changes) in the past seven (7) years.

ii. Respondent shall provide detailed information regarding any company ownership changes (including legal business names) in the past seven (7) years.

OR

b) Respondent certifies that Respondent and all proposed subcontractors have not had any company name changes or ownership changes in the past seven (7) years as outlined in a. above.

XI. STATEMENT OF COMPLIANCE

A statement of compliance with all parts of this RFQ or a listing of exceptions and suggested changes must be submitted in response to this RFQ. Respondent must certify either A or B by signing below:

A. This response is in strict compliance with said Request for Statements, including the terms and conditions set forth in the Contract and its Attachments/Exhibits, and no exceptions thereto are proposed.

(Signature required)

OR

B. This response is in strict compliance with said Request for Statements, including the terms and conditions set forth in the Contract and its Attachments/Exhibits, except for those proposed exceptions listed in a separate attachment hereto.

(Signature required)

i. Attachment for each proposed exception must include:

1. The SOQ/RFQ page number and section of the provision Respondent is taking exception to;

2. The complete provision Respondent is taking exception to;

3. The Respondent’s suggested rewording;

4. Reason(s) for submitting the proposed exception; and

5. Any impact the proposed exception may have on cost, scheduling, or other areas.

Part 2:

Company Profile (Complete this form and submit as Part 2 of your Statement response) Company Legal Name:__________________________________________________________________

Company Legal Status (corporation, partnership, sole proprietor, etc.): ____________________________

Business Address:______________________________________________________________________

Website Address:______________________________________________________________________

Telephone Number: ( )_______________________ Facsimile Number: ( )________________________

Email Address:________________________________

Length of time the firm has been in business:____________ Length of time at current location:________

Is your firm a sole proprietorship doing business under a different name? Yes ___ No___

If yes, please indicate sole proprietor’s name and the name you are doing business under: ______________________________________________________________________________________________________________________________________________________________________________________________________________

Is your firm incorporated? Yes ___ No___ If yes, State of Incorporation: _________________________

Federal Taxpayer ID Number *D-U-N-S® No.

*County requires a valid D-U-N-S® number prior to Contract Award. If needed, Respondent may obtain one at no cost at www.dnb.com. If Respondent is unable to provide/obtain a D-U-N-S® number, please indicate so in the proposal response.

Regular business hours: _________________________________________________________________

Regular holidays and hours when business is closed: __________________________________________

Contact person in reference to this solicitation:_______________________________________________ Telephone Number: ( )____________ Facsimile Number: ( )____________________________________________________________ Email Address: ____________________________

Contact person in reference to this solicitation: _______________________________________________ Telephone Number: ( )____________ Facsimile Number: ( )_____________________________________________________________ Email Address: ____________________________

Name of Project Manager: ________________________________________________________________________________________________________________________________________________________ Telephone Number: ( )____________ Facsimile Number: ( )_______________________________ Email Address: ____________________________

In the event of an emergency or declared disaster, the following information is required:

Part 3:

Respondent’s Statement Complete this form and submit as Part 3 of your Statement response.

This section of the Statement will establish the ability of Respondent to satisfactorily perform the required work by reasons of experience in performing services of a similar nature, demonstrated competence in the services to be provided, strength and stability of the team, staffing capability, and work load, record of meeting schedules on similar projects, and supportive client reference. As part of its response to the following, Respondent should justify how the desired qualifications specified in Section II. Response Requirements have been satisfied.

I. QUALIFICATIONS, RELATED EXPERIENCE, AND REFERENCES OF RESPONDENT

This section of the SOQ will establish the ability of Respondent company or team to satisfactorily perform the required work by reasons of experience in performing services of a similar nature, demonstrated competence in the services to be provided, strength and stability of the team, staffing capability, work load, record of meeting schedules on similar projects, and supportive client reference. As part of its response to the following, Respondent should justify how the minimum qualifications/requirements specified below have been satisfied.

A. Respondent shall:

1. Provide a brief profile of the firms, including the name, a brief history, description of your firm, types of services offered; the year founded; form of the organization (corporation, partnership, sole proprietorship); number, size and location of offices; number of employees.

2. Detail your firm’s (ten years of experience) providing Contract Management-Project Management Support Services to other governmental agencies in California.

3. Provide a general description of the firm’s financial condition and identify any conditions (e.g., bankruptcy, pending litigation, planned office closures, or impending merger) that may impede Respondent’s ability to complete the services. Please include a copy of the firm’s current financial statement.

4. Provide a list of at least three (3) public agencies your firm has provided services to consistently during the past ten (10) years for various scope, nature, size and complexity of projects and described in Attachment A “Scope of Work”. Include the following information for each project:

a. Project description and location;

b. Description of services provided;

c. Total cost of services provided;

d. Project progress reporting;

e. Schedules performance;

f. Key Personnel utilized.

5. Provide name and title of person(s) authorized to bind the Proposer, together with the main office address, and telephone number (including area code). ………………………..

6. Provide a minimum of three (3) reference letters for the services cited as related experience. Reference letters shall include the name, title, e-mail address, address and telephone number of the person(s) at the client organization who is most knowledgeable about the services performed. Reference letters should be provided from previous clients who have received similar services to those listed within this RFQ.

II. PROPOSED STAFFING AND PROJECT ORGANIZATION

This section of the SOQ should establish the qualifications of the proposed staff to provide the services noted in the Scope of Work.

A. Respondent shall:

1. Complete Attachment C of the Model Contract (included in Section III of this Request for Qualifications) and submit hereinto:

a. Provide the names of key personnel who might be assigned to project(s), licenses and certifications held by those individuals, years of related experience, and length of time with the Respondent’s firm.

b. Identify subcontractors (if any) that will be assigned to perform services listed in the Scope of Work, by company name, address, contact person, telephone number and project function. Please note that the aggregate money value of the sub-contractors work for any A/E contract with the County shall not constitue more than forty-nine percent (49%) of the total work under the A/E Contract.

2. Include names, titles and current resumes of all proposed key personnel (project managers, team leaders) detailing their technical expertise which qualifies them for proposed work, experience directly related to proposed work (identify similar projects), function and responsibility related to proposed work, qualifications and licenses/certifications. This key personnel information shall be sufficient to provide confirmation that the firm has adequate staff and the ability to assist in projects as needed.

III. APPROACH/UNDERSTANDING OF PROJECT AND OBJECTIVES

Respondent shall provide a brief narrative that addresses the services noted in the Scope of Work and demonstrates the Respondent’s understanding of the County’s needs and requirements.

Respondent shall:

1. Provide any and all applicable solutions structured to ensure the following:

a. Performance of Contract Management-Project Management Services:

b. Cost Control measures;

c. Leadership abilities to facilitate teamwork and communications;

d. Coordination between Respondent and County staff

2. Outline sequentially the activities that would be undertaken in completing the objectives and specify the key personnel proposed to perform each objective.

IV. ADDITIONAL INFORMATION

Respondent shall describe additional relevant information concerning the services offered in this RFQ/SOQ that it considers important in evaluating its services such as:

A. Your firm’s proximity to Orange County Sheriff’s Department (OCSD), Research & Development Building and/or all OCSD Facilities, and travel time under normal driving conditions.

B. Your firm’s ability to address unforeseen matters in a timely manner.

C.

SECTION III

MODEL CONTRACT

ARCHITECT-ENGINEER (A/E) SERVICES FOR CONTRACT ADMINISTRATION-PROJECT MANAGEMENT (CA-PM) SUPPORT SERVICES

Orange County Sheriff Department On-Call A/E Architectural Services Section II Response Requirements

C O N T R A C T THIS CONTRACT, hereinafter referred to as “CONTRACT” and for purposes of identification hereby numbered TBD, and dated TBD day of, 20TBD, is

BY AND BETWEEN

County of Orange, a political subdivision of the State of California, hereinafter referred to as “COUNTY”

AND

(firm/corporation TBD, a California Corporation, hereinafter referred to as “A/E”, which are sometimes individually referred to as “PARTY” or collectively referred to as “PARTIES”

RECITALS

WHEREAS, COUNTY requires professional services to accomplish projects and/or services (“PROJECTS/SERVICES”) as described in Orange County Sheriff’s Department (OCSD), Research and Development/Facilities Planning CONTRACT TBD - Scope Of Work for Contract Administration – Project Management Support Services (Capital Projects), hereinafter referred to as Attachment A, attached hereto and incorporated herein by reference; and WHEREAS, A/E is a firm whose principals are, as required by law, registered by the State of California for the practice of specialized A/E services per the attached Scope of Work.

1. Retainer

0. COUNTY does hereby retain A/E to perform the PROJECTS/SERVICES as required by this CONTRACT.

0. A-E has offered, and County has accepted, the professional services of «AE_CONTACTCERTS» and A-E shall assign him/her to the Projects/Services.

0. A/E may employ special consultants/contractors for the accomplishment of the Projects/Services specified; and, only the firms or independent consultants/contractors identified in Attachment C may be employed by A/E to provide these Projects/Services.

0. Consultants/contractors may be substituted and/or added by…