RFQ - COMMUNITY BASED SOCIAL MARKETING (RESERVED FOR SMALL LOCAL BUSINESSES)

REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
C. Submittal Items
D. Required Forms
E. Statement of Work
F. Attachment 1 - Task Order Process
G. Attachment 2 - Sample Task Order
H. Payment Schedule
I. Draft Agreement
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 you are 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.
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REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
3.2. All quotes shall be signed with a handwritten signature by an authorized officer or employee
of Offeror.
4. QUOTE ORGANIZATION
4.1. Your quote should be organized in accordance with the Submittal Items in this RFQ.
4.1.1. Offerors shall organize content to correspond to the applicable exhibit and question or
item within each exhibit.
4.1.2. Offerors shall separate each exhibit into one or more files, clearly named as to the
exhibit and order.
4.1.3. Pages shall be consecutively numbered within each exhibit at the bottom or top margin
of each page.
4.1.4. Cost/Price information:
4.1.4.1. Offerors must place all cost and pricing information within the Cost/Price
exhibit. Price shall be inclusive of all proposed compensation.
4.2. Confidential/Proprietary information:
4.2.1. The County is a public agency subject to the California Public Records Act,
Government Code 7920.000, et seq. Some or all of the documents submitted in
response to this RFQ may be subject to disclosure, and the County intends to publish
any resulting contracts to its public website.
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.
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REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
5.2. During evaluation, the County may appropriately consider the sustainability and social, human
health, environmental, and economic impact of Offeror's proposed products and/or approach
to providing goods and/or services, in accordance with Board Policy B-67. Therefore, Offerors
are encouraged to include relevant information in their quotes, to the degree related to the goods
or services sought.
5.3. During evaluation, the County may appropriately evaluate the cultural competency of Offeror
and Offeror's proposed approach to providing goods and services. Therefore, Offerors are
encouraged to include relevant information in their quotes, to the degree related to the goods
or services sought.
5.4. When evaluating an Offeror's cost or pricing, the County may also consider the effect of the
quote on the overall total cost to the County.
6. COUNTY COMMITMENT
6.1. This RFQ does not commit the County to award a contract, nor does it commit the County to
pay any of Offeror's costs incurred in the preparation or submission of the quote. Further,
Offeror shall not incur any reimbursable cost in anticipation of a contract award.
6.2. Neither Offeror nor any of its representatives shall have any claims whatsoever against the
County or any of its respective officials, agents, or employees arising out of or relating to this
RFQ or these procedures (other than those arising under a definitive contract with Offeror in
accordance with the terms thereof).
6.3. The County reserves the right to separately procure the same or similar goods or services.
6.4. The County may withhold all information regarding this procurement until after negotiations
are complete, including, but not limited to: the number of quotes received; the identity of
Offeror(s); the content of quotes; the County's evaluation and results thereof. Information
releasable after the conclusion of negotiations is subject to the disclosure requirements and
withholding exemptions of the California Public Records Act.
6.5. Pursuant to County Charter 703.10 and 916, award of a contract resulting from this RFQ
may be subject to the County's requirement to determine that the services can be provided
more economically and efficiently by an independent contractor than by persons employed in
the Classified Service.
6.6. In the event that an Offeror is involved in a merger, acquisition, or other change in control, the
County reserves the right to award a contract to a resulting entity.
7. DILIGENCE AND DUTY TO INQUIRE
7.1. Should Offeror find discrepancies in or omissions from, or be in doubt as to the meaning of,
the RFQ or related documents, Offeror shall have a duty to submit a Question to the County.
7.2. Offerors are expected to perform reasonable due diligence with regard to this RFQ and the
work required, including, but not limited to, information that is publicly or otherwise
reasonably available and, if applicable, information that can be obtained during a site visit
(including verification of measurements, conditions, and other attributes). Neither the selected
Offeror(s), nor any Offerors, shall be entitled to any price adjustment or other relief based upon
information that was discovered or should have been discovered through due diligence.
7.3. The County makes no representation or warranty, express or implied, as to the accuracy or
completeness of any diligence material or other information provided by the County or any of
its agents, representatives, contractors, or consultants. Such information may reflect good faith
assumptions, estimates, or projections, which may or may not prove to be correct.
7.4. Offeror should not rely upon oral statements made or explanations given by the County,
including any oral responses to Questions or other inquiries. No prior, current, or post award
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REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
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.
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REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
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.
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REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
C. SUBMITTAL ITEMS
1. EXHIBIT 1 - REQUIRED FORMS
1.1 Submit a completed and signed Offeror's Cover Page (PC600) form
* Required for all Offerors
* Located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC600_dpc_Offerors_Cover_Pag
e.pdf
1.2 Submit a completed and signed Representations and Certifications form (PC601)
* Required for all Offerors
* Located at:
https://www.sandiegocounty.gov/content/dam/sdc/purchasing/docs/PC601_dpc_Reps_and_Certs.pdf
1.3 Submit a completed and signed Small-Local Business Self-Certification Form (PC610)
* Required for all Offerors. The award of contracts resulting from this RFQ is reserved for
Small-Local Businesses as defined in Board Policy B-53. To be considered for award, Offeror
must successfully certify that they qualify as a Small-Local Business.
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_Inde
mnity.pdf
2. EXHIBIT 2 - PROGRAM/TECHNICAL EXHIBIT
Confirm your agreement to the Exhibit A - Statement of Work (SOW) requirements as stated.
Yes No

2.1.1 If your organization has exceptions to any requirements, provide a marked-up redline
version of the Statement of Work that provides applicable alternative language along
with a supporting explanation to support any alternative standards/language being
proposed. Failure to specifically reject a proposed requirement will be deemed an
acceptance of such requirement.
2.2 Provide a summary of the Offeror's experience, including County or other government
contracts, within the last five (5) years, developing, implementing, and managing the same
or similar services as described in Exhibit A. Include the following information:
2.2.1. Example(s) of Behavior Change Marketing Campaign.
2.2.2. Example(s) of how to develop education and outreach to promote stormwater
pollution prevention with industrial, commercial, and residential audiences.
2.2.3. Identify staff or other resources retained to develop education and outreach in
multicultural and multilingual formats.
2.2.4. For each project example submitted, include the following:
* Contract start/end dates
* Agency or client address
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REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
* Email address and telephone number
* Description of the work performed including key personnel and specific
role/responsibility.
2.3 Provide a staffing schedule describing all program staff including administrative and direct
service positions and include the following:
2.3.1. Position Title and requirements which may include skills, education, experience,
language fluency
2.3.2. Staff resumes should provide sufficient information to determine whether the
person is qualified for his/her assigned position to include history of relevant
education and experience. Label all personal information as proprietary or do not
include.
2.3.3. Provide office locations of personnel proposed to provide services, including
subcontractors if applicable.
2.3.4. List all Government and/or non-profit entity contracts within the last three (3)
years. List no more than three (3) contracts beginning with the most recent and
ending with the oldest of those selected. If there is no County experience, list
similar projects of services in size and scope.
2.3.5. Describe the Offeror's experience in supporting government Watershed Protection
and support of Regional Copermitte Workshops.
2.3.6. Describe Contractor's current or prior (within the last five (5) years) success in
performing Community Based Social Marketing (CBSM) projects and
assessments as they relate to water quality.
2.3.7. Provide a narrative description that supports local knowledge as it pertains to the
programs outlined in Exhibit A, Section 7.1.3.
2.4. Provide three (3) business references for the Offeror's most relevant projects or programs
within the past five (5) years. References must be relevant to services provided in San
Diego County. Do Not use County Staff as a reference. Each reference should be
summarized in no more than one (1) page and should include the following:
2.3.1 Reference organization's name, address, phone, and email address.
2.3.2 Contact person(s) representing the reference organization, title, phone number,
and email address. The reference contact person(s) must be familiar with the
Offeror and the Offeror's relevant experience and performance. Offeror should
verify all reference contact information prior to submission.
2.3.3 Brief statement of the person's or organization's relationship to the Offeror and
the period of the relationship.
2.3.4 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(s) and delay(s); problems
encountered and resolutions; contract objectives and results. Explain how the
experience gained could be beneficially applied to this project.
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REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
2.5. Provide any subcontractor or other organizational partnerships to be used to meet
specific program requirements through formal or informal arrangements including
volunteer services. Include the following information for each subcontractor
and/or partnership:
2.5.1. The subcontractor(s) or other organizational partner(s) name and address
2.5.2. A description of the specific programming requirements to be met by the
subcontractor(s)/partner.
2.5.3. Has the subcontractor and/or partnership committed to the project? Yes No

2.5.3.1. Describe the relevant experience and qualifications of subcontractor that will meet
specific programming requirements.
2.5.3.2. Include subcontractor resumes, references citing State, County, and/or other local
government projects.
2.5.4. Describe the Offeror's performance monitoring procedures that demonstrates performance
standards and outcomes are achieved by each subcontractor and/or partner.
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
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REQUEST FOR QUOTES (RFQ) 13180
DEPARTMENT OF PUBLIC WORKS
COMMUNITY BASED SOCIAL MARKETING SERVICES
D. REQUIRED FORMS
(RESERVED)
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